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Medtronic plc

MDT
Exchange
NYSE
Industry
Electromedical & Electrotherapeutic Apparatus
SEC CIK
0001613103

In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,150 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Medtronic plc 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
2,257
−23 vs. Q4 2025
Shares held
1.10B
+149.1M (+15.8%) vs. Q4 2025
Total value
$95.7B
+$4.77B (+5.2%) vs. Q4 2025
New holders
184
910 more added
Sold out
207
901 more reduced

42 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 MDT 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.

Institutional holdersQ1 2026: 2,257 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ1 2026: $95.7B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2025.

Institutions holding MDT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Leo H. Evart, Inc.2$1730.00%+2New
Kozak & Associates, Inc.2$1760.00%00.0%Unchanged
Heritage Wealth Advisors2$1930.00%00.0%Unchanged
3 Factor Indexing, LLC3$2600.00%+3New
NorthAvenue LLC6$5200.00%00.0%Unchanged
Breakwater Investment Management6$5200.00%+1+20.0%Added
Curio Wealth, LLC7$6070.00%−105−93.8%Reduced
Atlas Capital Advisors LLC9$7790.00%00.0%Unchanged
Investors Portfolio Services LLC11$8380.00%−1−8.3%Reduced
Sofos Investments, Inc.10$8670.00%00.0%Unchanged
Seneschal Advisors, LLC10$8670.00%00.0%Unchanged
Portus Wealth Advisors, LLC10$8670.00%+10New
TopTier Wealth Management, LLC10$8670.00%+10New
Fairman Group, LLC10$8740.00%00.0%Unchanged
Torren Management, LLC11$9530.00%−8−42.1%Reduced
Cypress Capital Management LLC (WY)11$9530.00%00.0%Unchanged
Caitlin John, LLC11$9950.00%00.0%Unchanged
Morton Brown Family Wealth, LLC12$1.04K0.00%00.0%Unchanged
Advocate Investing Services LLC12$1.04K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC13$1.13K0.00%+13New
Pittenger & Anderson Inc15$1.30K0.00%−100−87.0%Reduced
HFM Investment Advisors, LLC15$1.30K0.00%−2−11.8%Reduced
Nvest Wealth Strategies, Inc.15$1.30K0.00%+15New
DHJJ Financial Advisors, Ltd.17$1.47K0.00%00.0%Unchanged
POM Investment Strategies, LLC19$1.65K0.00%−30−61.2%Reduced
Vanguard Advisers Inc20$1.73K0.00%+20New
Synergy Investment Management, LLC20$1.73K0.00%+20New
Comprehensive Financial Planning, Inc.23$1.99K0.00%00.0%Unchanged
Granite FO LLC23$1.99K0.00%00.0%Unchanged
Key Capital Management, INC23$1.99K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd22$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC18$2.00K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC25$2.17K0.00%00.0%Unchanged
J.Safra Asset Management Corp26$2.25K0.00%+6+30.0%Added
1 North Wealth Services LLC28$2.43K0.00%00.0%Unchanged
PayPay Securities Corp29$2.48K0.09%−9−23.7%Reduced
SWAN Capital LLC29$2.51K0.00%00.0%Unchanged
Bard Associates Inc29$2.51K0.00%+29New
Silicon Valley Capital Partners30$2.60K0.00%+30Added
Virginia Estate & Retirement Planning Advisors Inc.32$2.77K0.01%+32New
Global Wealth Strategies & Associates33$2.86K0.00%−6−15.4%Reduced
GoalVest Advisory LLC34$2.95K0.00%−270−88.8%Reduced
Burk Holdings LLC34$2.95K0.00%+34New
IMG Wealth Management, Inc.35$3.03K0.00%−106−75.2%Reduced
Quaker Wealth Management, LLC40$3.47K0.00%+12+42.9%Added
Clarity Asset Management, Inc.41$3.52K0.00%+1+2.5%Added
Legacy Wealth Managment, LLC41$3.55K0.00%+11+36.7%Added
Clayton Financial Group LLC42$3.64K0.00%00.0%Unchanged
Tiaa Trust, National Association46$3.99K0.00%−13,654−99.7%Reduced
Covestor Ltd46$4.00K0.00%−1−2.1%Reduced
Retirement Wealth Solutions LLC49$4.25K0.00%−66−57.4%Reduced
Silver Grove Financial Group, Inc.49$4.25K0.00%+49New
American Capital Advisory, LLC52$4.51K0.00%+11+26.8%Added
Bellevue Asset Management, LLC55$4.76K0.00%00.0%Unchanged
Peterson Wealth Services55$4.77K0.00%−19,951−99.7%Reduced
Anfield Capital Management, LLC56$4.85K0.00%−230−80.4%Reduced
Activest Wealth Management58$5.03K0.00%−227−79.6%Reduced
Richardson Capital Management LLC61$5.29K0.00%+55+916.7%Added
Quest 10 Wealth Builders, Inc.62$5.37K0.00%−2−3.1%Reduced
Aspect Partners, LLC62$5.37K0.00%00.0%Unchanged
Stone House Investment Management, LLC63$5.46K0.00%−11−14.9%Reduced
Newbridge Financial Services Group, Inc.63$5.46K0.00%−100−61.3%Reduced
DiNuzzo Private Wealth, Inc.70$6.07K0.00%00.0%Unchanged
Valued Wealth Advisors LLC70$6.11K0.00%+18+34.6%Added
Atomic Invest LLC75$6.46K0.00%−29−27.9%Reduced
Y.D. More Investments Ltd75$6.50K0.00%00.0%Unchanged
Abound Financial, LLC77$6.67K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC81$7.02K0.00%00.0%Unchanged
Gs Investments, Inc.82$7.11K0.00%00.0%Unchanged
Financial Freedom, LLC84$7.25K0.00%+84New
IMA Wealth, Inc.83$7.25K0.00%+3+3.8%Added
Nalls Sherbakoff Group, LLC87$7.54K0.01%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd88$7.63K0.00%00.0%Unchanged
RMG Wealth Management LLC103$7.68K0.00%+73+243.3%Added
Napier Financial, LLC92$7.97K0.00%+92New
Resources Management Corp95$8.00K0.00%−480−83.5%Reduced
Kerr Financial Planning Corp98$8.02K0.01%00.0%Unchanged
CGC Financial Services, LLC93$8.06K0.00%−381−80.4%Reduced
1248 Management, LLC94$8.21K0.00%00.0%Unchanged
Hollencrest Capital Management96$8.32K0.00%−120−55.6%Reduced
Sunrise Financial Services, LLC99$8.58K0.01%+47+90.4%Added
Horrell Capital Management, Inc.100$8.66K0.00%00.0%Unchanged
Security National Bank100$8.66K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC100$8.66K0.01%00.0%Unchanged
Magnolia Wealth Management, LLC100$8.66K0.01%+100New
Gables Capital Management Inc.103$8.93K0.00%00.0%Unchanged
Penserra Capital Management LLC108$9.00K0.00%00.0%Unchanged
West Branch Capital LLC104$9.01K0.00%+1+1.0%Added
Miller Global Investments, LLC105$9.10K0.01%−28−21.1%Reduced
Financial Consulate, Inc106$9.19K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.106$9.19K0.03%00.0%Unchanged
Bay Harbor Wealth Management, LLC110$9.53K0.00%+29+35.8%Added
Rakuten Securities, Inc.110$9.53K0.00%+58+111.5%Added
Benson Wealth Management INC110$9.53K0.01%+110New
Richard W. Paul & Associates, LLC112$9.71K0.00%+112New
Mosley Wealth Management108$10.3K0.00%+108New
E Fund Management (Hong Kong) Co., Ltd.119$10.3K0.00%+111+1,387.5%Added
WFA of San Diego, LLC120$10.4K0.01%00.0%Unchanged
Kilter Group LLC120$10.4K0.00%+29+31.9%Added
Vision Financial Markets LLC124$10.7K0.01%00.0%Unchanged