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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intesa Sanpaolo Wealth Management | 7,013 | $607.7K | 0.15% | −9,000−56.2% | Reduced |
| Wright Investors Service Inc | 7,043 | $610.3K | 0.19% | +7,043 | New |
| Rogco, LP | 7,054 | $611.2K | 0.20% | −30−0.4% | Reduced |
| Tranquilli Financial Advisor LLC | 7,057 | $611.5K | 0.36% | −41−0.6% | Reduced |
| Spirit of America Management Corp | 7,069 | $612.5K | 0.12% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 7,081 | $613.6K | 0.08% | +7,081 | New |
| Forza Wealth Management, LLC | 7,087 | $614.1K | 0.21% | +288+4.2% | Added |
| L2 Asset Management, LLC | 7,103 | $615.5K | 0.06% | +584+9.0% | Added |
| Parkside Financial Bank & Trust | 7,119 | $616.9K | 0.05% | −446−5.9% | Reduced |
| First Horizon Corp | 7,124 | $617.3K | 0.03% | −444−5.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 7,176 | $621.8K | 0.59% | +1,314+22.4% | Added |
| Wedmont Private Capital | 7,037 | $623.8K | 0.02% | −1,000−12.4% | Reduced |
| Waters Parkerson & Co., LLC | 7,203 | $624.1K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,225 | $626.0K | 0.17% | +162+2.3% | Added |
| Hartline Investment Corp | 7,225 | $626.0K | 0.07% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 7,232 | $626.3K | 0.04% | +4,532+167.9% | Added |
| DGS Capital Management, LLC | 7,232 | $626.7K | 0.10% | −1,792−19.9% | Reduced |
| 1620 Investment Advisors, Inc. | 7,234 | $626.8K | 0.42% | −5,197−41.8% | Reduced |
| Avestar Capital, LLC | 7,219 | $627.9K | 0.04% | −1,058−12.8% | Reduced |
| Cheviot Value Management, LLC | 7,252 | $628.4K | 0.06% | −2,175−23.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,254 | $628.6K | 0.40% | −10−0.1% | Reduced |
| Integrity Alliance, LLC. | 7,263 | $629.4K | 0.02% | +276+4.0% | Added |
| SevenBridge Financial Group, LLC | 7,587 | $631.4K | 0.10% | −616−7.5% | Reduced |
| Long Road Investment Counsel, LLC | 7,300 | $632.5K | 0.25% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 7,242 | $632.7K | 0.03% | +195+2.8% | Added |
| New Vernon Investment Management LLC | 7,313 | $633.7K | 0.67% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,266 | $633.7K | 0.08% | +341+4.9% | Added |
| USAdvisors Wealth Management, LLC | 7,450 | $638.0K | 0.21% | −57−0.8% | Reduced |
| Essex Investment Management Co LLC | 7,404 | $641.6K | 0.10% | −2,247−23.3% | Reduced |
| Burney Co | 7,410 | $642.1K | 0.02% | −2,367−24.2% | Reduced |
| Concentric Capital Strategies, LP | 7,421 | $643.0K | 0.06% | +7,421 | New |
| Martin & Co Inc | 7,438 | $644.5K | 0.11% | +168+2.3% | Added |
| Michels Family Financial, LLC | 7,442 | $644.8K | 0.47% | +103+1.4% | Added |
| Kiker Wealth Management, LLC | 7,459 | $646.3K | 0.31% | +7,459 | New |
| SPWM Advisors LLC | 8,419 | $646.7K | 0.56% | +563+7.2% | Added |
| Resurgent Financial Advisors LLC | 7,536 | $653.0K | 0.24% | +2,870+61.5% | Added |
| Engineers Gate Manager LP | 7,560 | $655.1K | 0.01% | +7,560 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,575 | $660.6K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 7,672 | $664.8K | 0.22% | +600+8.5% | Added |
| Fiduciary Alliance LLC | 7,638 | $665.3K | 0.04% | +223+3.0% | Added |
| Huntleigh Advisors, Inc. | 7,683 | $665.8K | 0.11% | +718+10.3% | Added |
| Strategic Advisors LLC | 7,688 | $666.2K | 0.11% | −611−7.4% | Reduced |
| Cim Investment Mangement Inc | 7,699 | $667.1K | 0.18% | −37−0.5% | Reduced |
| Salvus Wealth Management, LLC | 7,712 | $668.2K | 0.39% | −485−5.9% | Reduced |
| Davis Investment Partners, LLC | 7,761 | $672.5K | 0.24% | +7,761 | New |
| Net Worth Advisory Group | 7,789 | $675.0K | 0.14% | −155−2.0% | Reduced |
| National Asset Management, Inc. | 7,885 | $676.1K | 0.04% | +29+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 7,811 | $676.8K | 0.04% | +458+6.2% | Added |
| United Community Bank | 7,823 | $677.9K | 0.23% | −1,401−15.2% | Reduced |
| New Hampshire Trust | 7,841 | $679.4K | 0.14% | +453+6.1% | Added |
| Montag A & Associates Inc | 7,778 | $679.5K | 0.03% | +90+1.2% | Added |
| Crews Bank & Trust | 7,870 | $681.9K | 0.10% | −38−0.5% | Reduced |
| Nixon Peabody Trust Co | 7,872 | $682.1K | 0.05% | −462−5.5% | Reduced |
| Phillip James Consulting Co. | 7,933 | $687.0K | 0.52% | +7,933 | New |
| Peapack Gladstone Financial Corp | 7,953 | $689.0K | 0.01% | −1,518−16.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,955 | $689.0K | 0.47% | −100−1.2% | Reduced |
| SageView Advisory Group, LLC | 8,005 | $693.6K | 0.03% | −15,510−66.0% | Reduced |
| Peoples Bank | 8,005 | $693.6K | 0.70% | −30−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,021 | $695.0K | 0.07% | +2,762+52.5% | Added |
| Cito Capital Group, LLC | 7,988 | $696.0K | 0.21% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 8,053 | $697.8K | 0.26% | −51−0.6% | Reduced |
| StrongBox Wealth, LLC | 8,090 | $701.0K | 0.22% | −364−4.3% | Reduced |
| Kennebec Savings Bank | 8,105 | $702.3K | 0.63% | +11+0.1% | Added |
| West Michigan Advisors, LLC | 8,074 | $705.4K | 0.15% | −142−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,140 | $705.4K | 0.07% | +8,140 | New |
| Trust Point Inc. | 8,149 | $706.1K | 0.06% | −534−6.1% | Reduced |
| Joule Financial, LLC | 8,175 | $708.4K | 0.21% | +30.0% | Added |
| Wellington Shields & Co., LLC | 8,175 | $708.4K | 0.18% | +100+1.2% | Added |
| Nations Financial Group Inc, | 8,193 | $709.9K | 0.04% | +49+0.6% | Added |
| E Fund Management Co., Ltd. | 8,210 | $711.4K | 0.02% | +8,210 | New |
| Investment Advisory Services Inc | 8,213 | $711.7K | 0.23% | −6−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 8,260 | $715.7K | 0.01% | −2,018−19.6% | Reduced |
| Prestige Wealth Management Group LLC | 8,200 | $716.3K | 0.14% | −23−0.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,267 | $716.3K | 0.30% | −1,306−13.6% | Reduced |
| Glen Eagle Advisors, LLC | 8,272 | $716.8K | 0.10% | +432+5.5% | Added |
| Catalyst Financial Partners LLC | 8,351 | $723.6K | 0.09% | +2,709+48.0% | Added |
| Cherry Tree Wealth Management, LLC | 8,364 | $724.7K | 0.15% | −2,750−24.7% | Reduced |
| Biltmore Family Office, LLC | 8,309 | $725.9K | 0.10% | −460−5.2% | Reduced |
| United Asset Strategies, Inc. | 8,394 | $727.4K | 0.06% | +714+9.3% | Added |
| Beacon Investment Advisors LLC | 8,451 | $732.3K | 0.28% | −220−2.5% | Reduced |
| AdvisorNet Financial, Inc | 8,456 | $732.7K | 0.04% | +40.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,468 | $733.8K | 0.06% | +731+9.4% | Added |
| Alliance Private Wealth, LLC | 8,469 | $733.8K | 0.26% | +399+4.9% | Added |
| Exencial Wealth Advisors, LLC | 8,480 | $734.8K | 0.02% | −130,901−93.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,519 | $740.2K | 0.06% | +1,182+16.1% | Added |
| Okabena Investment Services Inc | 8,560 | $741.7K | 0.14% | −5,878−40.7% | Reduced |
| Simmons Bank | 8,584 | $743.8K | 0.05% | +377+4.6% | Added |
| Chicago Partners Investment Group LLC | 8,966 | $746.2K | 0.02% | −4,638−34.1% | Reduced |
| Rehmann Capital Advisory Group | 8,649 | $749.8K | 0.04% | +795+10.1% | Added |
| Keynote Financial Services LLC | 8,672 | $751.4K | 0.40% | −63−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,684 | $752.5K | 0.21% | −4,316−33.2% | Reduced |
| Aigen Investment Management, LP | 8,696 | $753.5K | 0.19% | +8,696 | New |
| Moseley Investment Management Inc | 8,721 | $755.7K | 0.24% | −390−4.3% | Reduced |
| Financial Sense Advisors, Inc. | 8,725 | $756.0K | 0.15% | +88+1.0% | Added |
| Pitti Group Wealth Management, LLC | 8,741 | $757.4K | 0.61% | +104+1.2% | Added |
| Longfellow Investment Management Co LLC | 8,772 | $760.1K | 0.16% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,780 | $760.8K | 0.27% | −138−1.5% | Reduced |
| Xcel Wealth Management, LLC | 8,781 | $760.9K | 0.21% | −514−5.5% | Reduced |
| Old National Bancorp | 8,783 | $761.0K | 0.01% | −170−1.9% | Reduced |
| Clark Wealth Partners | 8,728 | $762.4K | 0.51% | +291+3.4% | Added |