TransMedics Group, Inc. (TMDX) — Institutional Holders, Q2 2026 (page 4)
394 institutional investment managers reported a TMDX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 394. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TMDX 13F holders ranked 301–394 of 394
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | TOTH FINANCIAL ADVISORY#301 · 400 sh | 400 | $26.6K | — | 0.0% |
| 302 | Walleye Trading#302 · 394 sh | 394 | $26.2K | 0.00% | New |
| 303 | Silvant Capital Management#303 · 385 sh | 385 | $25.6K | <0.01% | New |
| 304 | EverSource Wealth Advisors#304 · 381 sh | 381 | $25.3K | <0.01% | -99.1% |
| 305 | Oakworth Capital#305 · 372 sh | 372 | $25.2K | — | 0.0% |
| 306 | TD Waterhouse Canada#306 · 351 sh | 351 | $23.8K | — | +16.6% |
| 307 | Salomon & Ludwin#307 · 324 sh | 324 | $22.0K | <0.01% | +34.4% |
| 308 | Titan Wealth (CI) Ltd#308 · 325 sh | 325 | $21.6K | <0.01% | 0.0% |
| 309 | Rakuten Securities#309 · 322 sh | 322 | $21.4K | <0.01% | 0.0% |
| 310 | North Star Investment Management#310 · 300 sh | 300 | $19.9K | <0.01% | 0.0% |
| 311 | Newbridge Financial Services Group#311 · 300 sh | 300 | $19.9K | — | 0.0% |
| 312 | LOM Asset Management Ltd#312 · 300 sh | 300 | $19.9K | <0.01% | 0.0% |
| 313 | US BANCORP \DE\#313 · 281 sh | 281 | $18.7K | 0.00% | -41.9% |
| 314 | Walleye Capital#314 · 264 sh | 264 | $17.5K | <0.01% | -88.1% |
| 315 | Three Bearings Fiduciary Advisors#315 · 250 sh | 250 | $16.6K | 0.01% | 0.0% |
| 316 | Spire Wealth Management#316 · 248 sh | 248 | $16.5K | <0.01% | New |
| 317 | Kemnay Advisory Services#317 · 241 sh | 241 | $16.0K | <0.01% | -5.1% |
| 318 | FIRST HORIZON NATIONAL#318 · 240 sh | 240 | $15.9K | — | -44.1% |
| 319 | Parallel Advisors#319 · 228 sh | 228 | $15.1K | <0.01% | -44.3% |
| 320 | MassMutual Private Wealth & , FSB#320 · 223 sh | 223 | $14.8K | — | +39.4% |
| 321 | UMB Bank, n.a.#321 · 219 sh | 219 | $14.5K | <0.01% | -38.3% |
| 322 | MB, LEVIS & ASSOCIATES#322 · 200 sh | 200 | $13.3K | — | 0.0% |
| 323 | NewEdge Advisors#323 · 190 sh | 190 | $12.6K | 0.00% | New |
| 324 | LOS ANGELES CAPITAL MANAGEMENT#324 · 156 sh | 156 | $10.4K | 0.00% | -96.6% |
| 325 | Clearstead Advisors#325 · 152 sh | 152 | $10.1K | <0.01% | +1.3% |
| 326 | Fulcrum Asset Management LLP#326 · 150 sh | 150 | $10.1K | <0.01% | New |
| 327 | CHILTON CAPITAL MANAGEMENT#327 · 150 sh | 150 | $10.0K | <0.01% | 0.0% |
| 328 | Bare Financial Services#328 · 148 sh | 148 | $9.8K | <0.01% | +97.3% |
| 329 | Steward Partners Investment Advisory#329 · 2,103 sh | 2,103 | $9.0K | 0.00% | +3.8% |
| 330 | PRIVATE NA#330 · 125 sh | 125 | $8.3K | — | +47.1% |
| 331 | Sterling Capital Management#331 · 121 sh | 121 | $8.0K | — | -44.5% |
| 332 | OF VERMONT#332 · 110 sh | 110 | $7.3K | — | — |
| 333 | Darwin Wealth Management#333 · 110 sh | 110 | $7.3K | <0.01% | New |
| 334 | Mitsubishi UFJ Asset Management , Ltd.#334 · 109 sh | 109 | $7.2K | 0.00% | -99.7% |
| 335 | Cornerstone Planning Group#335 · 100 sh | 100 | $7.1K | — | New |
| 336 | Triumph Capital Management#336 · 100 sh | 100 | $6.6K | — | 0.0% |
| 337 | China Universal Asset Management , Ltd.#337 · 100 sh | 100 | $6.6K | <0.01% | -90.0% |
| 338 | City State Bank#338 · 100 sh | 100 | $6.6K | — | 0.0% |
| 339 | EVOLUTION WEALTH MANAGEMENT#339 · 94 sh | 94 | $6.2K | <0.01% | +74.1% |
| 340 | Asset Dedication#340 · 92 sh | 92 | $6.1K | <0.01% | 0.0% |
| 341 | Coston, McIsaac & Partners#341 · 76 sh | 76 | $5.0K | <0.01% | 0.0% |
| 342 | Anchor Investment Management#342 · 75 sh | 75 | $5.0K | <0.01% | New |
| 343 | Parkside Financial Bank#343 · 74 sh | 74 | $4.9K | <0.01% | -21.3% |
| 344 | HARBOR INVESTMENT ADVISORY#344 · 74 sh | 74 | $4.9K | — | 0.0% |
| 345 | MARK SHEPTOFF FINANCIAL PLANNING#345 · 69 sh | 69 | $4.6K | <0.01% | 0.0% |
| 346 | CREATIVE FINANCIAL DESIGNS#346 · 66 sh | 66 | $4.4K | <0.01% | New |
| 347 | NATIONAL BANK OF CANADA#347 · 60 sh | 60 | $4.0K | 0.00% | +33.3% |
| 348 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#348 · 43 sh | 43 | $2.9K | 0.00% | +95.5% |
| 349 | WOLFF WIESE MAGANA#349 · 42 sh | 42 | $2.8K | — | +147.1% |
| 350 | HighMark Wealth Management#350 · 41 sh | 41 | $2.7K | <0.01% | 0.0% |
| 351 | BEACON INVESTMENT ADVISORY SERVICES#351 · 40 sh | 40 | $2.7K | — | 0.0% |
| 352 | NBC SECURITIES#352 · 35 sh | 35 | $2.3K | <0.01% | -96.7% |
| 353 | ROTHSCHILD INVESTMENT#353 · 33 sh | 33 | $2.2K | <0.01% | -53.5% |
| 354 | Keating Financial Advisory Services#354 · 32 sh | 32 | $2.1K | <0.01% | -28.9% |
| 355 | HUNTINGTON NATIONAL BANK#355 · 32 sh | 32 | $2.1K | 0.00% | -80.2% |
| 356 | Prestige Wealth Management Group#356 · 27 sh | 27 | $1.8K | <0.01% | +12.5% |
| 357 | MCF Advisors#357 · 25 sh | 25 | $1.7K | <0.01% | -81.8% |
| 358 | SJS Investment Consulting#358 · 23 sh | 23 | $1.5K | — | +283.3% |
| 359 | FARMERS & MERCHANTS INVESTMENTS#359 · 20 sh | 20 | $1.3K | — | 0.0% |
| 360 | MATHER GROUP#360 · 17 sh | 17 | $1.1K | — | 0.0% |
| 361 | Kilter Group#361 · 16 sh | 16 | $1.1K | <0.01% | New |
| 362 | Capital Advisors, Ltd.#362 · 11 sh | 11 | $1.0K | <0.01% | -21.4% |
| 363 | Fortitude Family Office#363 · 14 sh | 14 | $930.00 | — | +55.6% |
| 364 | Financial Network Wealth Advisors#364 · 13 sh | 13 | $863.00 | <0.01% | New |
| 365 | HIGHLINE WEALTH PARTNERS#365 · 13 sh | 13 | $863.00 | — | 0.0% |
| 366 | ASSETMARK#366 · 11 sh | 11 | $731.00 | — | -42.1% |
| 367 | CVA Family Office#367 · 11 sh | 11 | $731.00 | <0.01% | +10.0% |
| 368 | JPL Wealth Management#368 · 10 sh | 10 | $665.00 | <0.01% | -33.3% |
| 369 | Plante Moran Financial Advisors#369 · 10 sh | 10 | $664.00 | 0.00% | New |
| 370 | Bogart Wealth#370 · 9 sh | 9 | $598.00 | 0.00% | 0.0% |
| 371 | Geneos Wealth Management#371 · 8 sh | 8 | $531.00 | 0.00% | -100.0% |
| 372 | Golden State Wealth Management#372 · 7 sh | 7 | $465.00 | 0.00% | -91.5% |
| 373 | Ankerstar Wealth#373 · 7 sh | 7 | $465.00 | <0.01% | 0.0% |
| 374 | AMERIFLEX GROUP#374 · 7 sh | 7 | $465.00 | <0.01% | New |
| 375 | GILPIN WEALTH MANAGEMENT#375 · 7 sh | 7 | $465.00 | — | +16.7% |
| 376 | Westfuller Advisors#376 · 5 sh | 5 | $335.00 | <0.01% | 0.0% |
| 377 | JFS WEALTH ADVISORS#377 · 5 sh | 5 | $333.00 | 0.00% | -28.6% |
| 378 | Mascoma Wealth Management#378 · 5 sh | 5 | $332.00 | — | New |
| 379 | SHP Wealth Management#379 · 4 sh | 4 | $266.00 | 0.00% | 0.0% |
| 380 | ZRC WEALTH MANAGEMENT#380 · 3 sh | 3 | $200.00 | — | 0.0% |
| 381 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#381 · 3 sh | 3 | $199.00 | 0.00% | -25.0% |
| 382 | Larson Financial Group#382 · 3 sh | 3 | $199.00 | 0.00% | -66.7% |
| 383 | Continuum Advisory#383 · 3 sh | 3 | $199.00 | 0.00% | New |
| 384 | Davis Capital Management#384 · 2 sh | 2 | $133.00 | — | New |
| 385 | Creative Capital Management Investments#385 · 2 sh | 2 | $133.00 | 0.00% | New |
| 386 | Rialto Wealth Management#386 · 2 sh | 2 | $133.00 | 0.00% | +100.0% |
| 387 | Abound Wealth Management#387 · 1 sh | 1 | $67.00 | — | 0.0% |
| 388 | Concord Wealth Partners#388 · 1 sh | 1 | $66.00 | 0.00% | New |
| 389 | LRI Investments#389 · 1 sh | 1 | $66.00 | 0.00% | -96.6% |
| 390 | Hughes Financial Services#390 · 1 sh | 1 | $66.00 | 0.00% | -80.0% |
| 391 | ACTION POINT FINANCIAL PLANNING#391 · 1 sh | 1 | $66.00 | 0.00% | New |
| 392 | Evolution Advisers#392 · 4 sh | 4 | $0.00 | 0.00% | New |
| 393 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#393 · 39,850 sh | 39,850 | — | — | +5.3% |
| 394 | Elequin Securities#394 · 2 sh | 2 | — | — | -94.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.