TransMedics Group, Inc.
TMDX- Exchange
- Nasdaq
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001756262
In the last 90 days, TransMedics Group, Inc. insiders filed 1 open-market purchase and 0 sales; 375 institutions reported holding it in 13F filings for Q2 2026, worth $2.31B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in TransMedics Group, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 416
- −3 vs. Q4 2025
- Shares held
- 36.5M
- +2.95M (+8.8%) vs. Q4 2025
- Total value
- $3.63B
- −$453.7M (−11.1%) vs. Q4 2025
- New holders
- 67
- 149 more added
- Sold out
- 70
- 137 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TMDX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 375 | $2.31B |
| Q1 2026 | 416 | $3.63B |
| Q4 2025 | 429 | $4.53B |
| Q3 2025 | 388 | $4.17B |
| Q2 2025 | 368 | $4.93B |
| Q1 2025 | 298 | $2.63B |
| Q4 2024 | 315 | $2.30B |
| Q3 2024 | 374 | $5.74B |
| Q2 2024 | 340 | $5.09B |
| Q1 2024 | 262 | $2.52B |
| Q4 2023 | 249 | $2.76B |
| Q3 2023 | 222 | $1.91B |
| Q2 2023 | 240 | $2.73B |
| Q1 2023 | 225 | $2.26B |
| Q4 2022 | 200 | $1.79B |
| Q3 2022 | 178 | $1.18B |
| Q2 2022 | 135 | $719.7M |
| Q1 2022 | 110 | $561.4M |
| Q4 2021 | 121 | $384.7M |
| Q3 2021 | 120 | $636.5M |
| Q2 2021 | 124 | $623.5M |
| Q1 2021 | 107 | $773.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding TransMedics Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 1,000 | $99.4K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,000 | $99.0K | 0.00% | +1,000 | New |
| KBC Group NV | 970 | $96.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 870 | $86.0K | 0.00% | +559+179.7% | Added |
| State of Wyoming | 863 | $85.8K | 0.01% | +39+4.7% | Added |
| Morse Asset Management, Inc | 812 | $80.7K | 0.02% | +126+18.4% | Added |
| CWM, LLC | 800 | $79.5K | 0.00% | +21+2.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 770 | $76.5K | 0.01% | −2−0.3% | Reduced |
| Smartleaf Asset Management LLC | 771 | $72.7K | 0.00% | −423−35.4% | Reduced |
| RiverPark Advisors, LLC | 675 | $67.1K | 0.02% | −9−1.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 655 | $62.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 611 | $60.7K | 0.00% | +96+18.6% | Added |
| Federation des caisses Desjardins du Quebec | 581 | $57.7K | 0.00% | −12−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 574 | $57.1K | 0.00% | +574 | New |
| Central Trust Co | 550 | $54.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 533 | $53.0K | 0.00% | +533 | New |
| Covestor Ltd | 526 | $52.0K | 0.04% | +420+396.2% | Added |
| Atlas Capital Advisors LLC | 500 | $49.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $49.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 485 | $48.2K | 0.00% | +6+1.3% | Added |
| US Bancorp | 484 | $48.1K | 0.00% | −89−15.5% | Reduced |
| Adirondack Trust Co | 460 | $45.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 425 | $44.5K | 0.00% | +207+95.0% | Added |
| Advisory Services Network, LLC | 437 | $43.4K | 0.00% | −1,328−75.2% | Reduced |
| First Horizon Corp | 429 | $42.6K | 0.00% | −273−38.9% | Reduced |
| Parallel Advisors, LLC | 409 | $40.7K | 0.00% | +129+46.1% | Added |
| Toth Financial Advisory Corp | 400 | $39.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 372 | $37.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 355 | $35.3K | 0.00% | −11−3.0% | Reduced |
| Titan Wealth (CI) Ltd | 325 | $32.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 322 | $32.0K | 0.01% | −100−23.7% | Reduced |
| TD Waterhouse Canada Inc. | 301 | $30.2K | 0.00% | −300−49.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 300 | $29.8K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 300 | $29.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $29.8K | 0.00% | +300 | New |
| Golden State Equity Partners | 299 | $29.7K | 0.00% | +299 | New |
| Bayforest Capital Ltd | 294 | $29.2K | 0.03% | +294 | New |
| Sound Income Strategies, LLC | 282 | $28.3K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 254 | $25.3K | 0.00% | −571−69.2% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 250 | $24.9K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 241 | $24.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 218 | $21.7K | 0.00% | −4−1.8% | Reduced |
| MB, Levis & Associates, LLC | 200 | $19.9K | 0.01% | +200 | New |
| Huntington National Bank | 162 | $16.1K | 0.00% | −10−5.8% | Reduced |
| Massmutual Trust Co FSB | 160 | $15.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 150 | $14.9K | 0.00% | −32−17.6% | Reduced |
| Chilton Capital Management LLC | 150 | $14.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 137 | $13.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 126 | $12.5K | 0.00% | −69−35.4% | Reduced |
| Matrix Trust Co | 104 | $10.0K | 0.00% | +104 | New |
| Triumph Capital Management | 100 | $9.94K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $9.35K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 92 | $9.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $8.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 82 | $8.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 82 | $8.15K | 0.00% | +81+8,100.0% | Added |
| Brown Brothers Harriman & Co | 80 | $7.95K | 0.00% | +5+6.7% | Added |
| Avalon Trust Co | 75 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 75 | $7.46K | 0.00% | +28+59.6% | Added |
| Harbor Investment Advisory, LLC | 74 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71 | $7.06K | 0.00% | +5+7.6% | Added |
| Coston, McIsaac & Partners | 76 | $7.00K | 0.00% | +76 | New |
| Mark Sheptoff Financial Planning, LLC | 69 | $6.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 90 | $6.49K | 0.00% | +21+30.4% | Added |
| Truvestments Capital LLC | 57 | $5.67K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 54 | $5.37K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 45 | $4.47K | 0.00% | +32+246.2% | Added |
| National Bank of Canada | 45 | $4.46K | 0.00% | −7−13.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 61 | $4.10K | 0.00% | +38+165.2% | Added |
| HighMark Wealth Management LLC | 41 | $4.07K | 0.00% | +1+2.5% | Added |
| Beacon Investment Advisory Services, Inc. | 40 | $3.98K | 0.00% | +40 | New |
| Root Financial Partners, LLC | 40 | $3.98K | 0.00% | +18+81.8% | Added |
| Elequin Capital LP | 37 | $3.68K | 0.00% | −70−65.4% | Reduced |
| MAI Capital Management | 33 | $3.28K | 0.00% | +30+1,000.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 30 | $2.98K | 0.00% | +30 | New |
| LRI Investments, LLC | 29 | $2.88K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $2.58K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $2.39K | 0.00% | +2+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 22 | $2.19K | 0.00% | −1−4.3% | Reduced |
| Rachor Investment Advisory Services, LLC | 21 | $2.09K | 0.00% | +2+10.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $1.89K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.89K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $1.69K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.49K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10 | $994 | 0.00% | −188−94.9% | Reduced |
| CVA Family Office, LLC | 10 | $994 | 0.00% | +10 | New |
| Larson Financial Group LLC | 9 | $895 | 0.00% | −7−43.8% | Reduced |
| Bogart Wealth, LLC | 9 | $895 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $895 | 0.00% | +5+125.0% | Added |
| SWAN Capital LLC | 8 | $795 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $696 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $696 | 0.00% | +3+75.0% | Added |