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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 8,806 | $763.0K | 0.09% | +6,673+312.8% | Added |
| Alan B. Lancz & Associates, Inc. | 8,808 | $763.2K | 0.74% | −1,000−10.2% | Reduced |
| Hudson Portfolio Management LLC | 8,855 | $767.3K | 0.65% | 00.0% | Unchanged |
| Strategic Investment Advisors | 8,875 | $768.6K | 0.05% | +5,303+148.5% | Added |
| Bank of Stockton | 8,882 | $769.6K | 0.24% | +1,689+23.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,886 | $770.0K | 0.21% | +1,858+26.4% | Added |
| Lantern Wealth Advisors, LLC | 8,926 | $773.4K | 0.40% | −662−6.9% | Reduced |
| Crumly & Associates Inc. | 8,934 | $774.2K | 0.16% | +1,325+17.4% | Added |
| Accredited Investors Inc. | 8,944 | $775.0K | 0.04% | −787−8.1% | Reduced |
| Kathmere Capital Management, LLC | 8,963 | $776.6K | 0.05% | −2,345−20.7% | Reduced |
| Sumitomo Life Insurance Co | 8,972 | $777.4K | 0.02% | +196+2.2% | Added |
| Winch Advisory Services, LLC | 8,973 | $777.5K | 0.18% | +39+0.4% | Added |
| Rockland Trust Co | 8,975 | $777.7K | 0.03% | +77+0.9% | Added |
| Pingora Partners LLC | 9,000 | $779.9K | 0.46% | +8,500+1,700.0% | Added |
| EverSource Wealth Advisors, LLC | 9,037 | $783.1K | 0.02% | −777−7.9% | Reduced |
| Aurdan Capital Management, LLC | 9,042 | $783.5K | 0.24% | −1,887−17.3% | Reduced |
| VestGen Advisors, LLC | 10,271 | $789.0K | 0.02% | −6,300−38.0% | Reduced |
| Anchor Capital Advisors LLC | 9,154 | $793.2K | 0.02% | −344−3.6% | Reduced |
| Neville Rodie & Shaw Inc | 9,164 | $794.0K | 0.06% | −30−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 9,188 | $796.1K | 0.04% | −61−0.7% | Reduced |
| Clear Harbor Asset Management, LLC | 9,189 | $796.2K | 0.06% | −48−0.5% | Reduced |
| LRI Investments, LLC | 9,222 | $799.1K | 0.07% | +876+10.5% | Added |
| Delta Financial Advisors LLC | 9,225 | $799.3K | 0.21% | +6,260+211.1% | Added |
| Lipe & Dalton | 9,250 | $802.0K | 0.42% | −1,500−14.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,268 | $803.1K | 0.04% | −4,132−30.8% | Reduced |
| Monetary Management Group Inc | 9,300 | $805.8K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,307 | $806.6K | 0.04% | +4,558+96.0% | Added |
| Cooper Financial Group | 9,320 | $807.5K | 0.08% | +244+2.7% | Added |
| Persium Advisors, LLC | 9,366 | $811.6K | 0.64% | +538+6.1% | Added |
| Live Oak Investment Partners | 9,380 | $812.8K | 0.48% | +584+6.6% | Added |
| Syon Capital LLC | 9,410 | $815.4K | 0.04% | −7,916−45.7% | Reduced |
| American State Bank (Iowa) | 9,418 | $816.1K | 0.39% | +288+3.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,428 | $817.0K | 0.17% | +488+5.5% | Added |
| Dynasty Wealth Management, LLC | 9,451 | $819.0K | 0.01% | −3,621−27.7% | Reduced |
| Bangor Savings Bank | 9,464 | $820.1K | 0.07% | −226−2.3% | Reduced |
| FDx Advisors, Inc. | 9,520 | $825.0K | 0.26% | +9,520 | New |
| Banque Transatlantique SA | 9,606 | $832.4K | 0.02% | +9,606 | New |
| Christine Messmer PC | 9,618 | $833.4K | 0.53% | −440−4.4% | Reduced |
| Diligent Investors, LLC | 9,659 | $837.0K | 0.21% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 9,732 | $843.3K | 0.09% | +43+0.4% | Added |
| MQS Management LLC | 9,736 | $843.6K | 0.57% | +2,880+42.0% | Added |
| Brighton Jones LLC | 9,762 | $845.9K | 0.02% | +9,762 | New |
| Grove Bank & Trust | 9,778 | $847.3K | 0.10% | −99−1.0% | Reduced |
| Keystone Financial Services | 9,794 | $848.6K | 0.25% | +970+11.0% | Added |
| Advisor Resource Council | 9,819 | $850.8K | 0.34% | −201−2.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 9,827 | $851.5K | 0.47% | +239+2.5% | Added |
| 17 Capital Partners, LLC | 9,850 | $853.5K | 0.44% | +565+6.1% | Added |
| Dudley Capital Management, LLC | 9,864 | $854.7K | 0.38% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,857 | $856.7K | 0.04% | +128+1.3% | Added |
| Beacon Financial Advisory LLC | 9,888 | $856.8K | 0.19% | 00.0% | Unchanged |
| Intrust Bank NA | 9,892 | $857.1K | 0.07% | +1,200+13.8% | Added |
| Moneta Group Investment Advisors LLC | 9,902 | $858.0K | 0.01% | −653−6.2% | Reduced |
| Bowen Hanes & Co Inc | 9,904 | $858.2K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,927 | $860.2K | 0.01% | −1,607−13.9% | Reduced |
| Stonebrook Private Inc. | 9,948 | $862.0K | 0.18% | −362−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,963 | $863.3K | 0.09% | −1,255−11.2% | Reduced |
| Lyell Wealth Management, LP | 9,990 | $865.6K | 0.06% | −250−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,013 | $867.6K | 0.01% | −168−1.7% | Reduced |
| Fortress Private Ledger, LLC | 10,105 | $875.6K | 0.27% | +1,259+14.2% | Added |
| Doliver Advisors, LP | 10,135 | $878.2K | 0.20% | −197−1.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,142 | $878.8K | 0.23% | −162−1.6% | Reduced |
| Truvestments Capital LLC | 10,158 | $880.2K | 0.16% | −259−2.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,169 | $881.1K | 0.18% | +120+1.2% | Added |
| Cypress Capital Advisors, LLC | 10,215 | $885.1K | 0.48% | −128−1.2% | Reduced |
| PFG Investments, LLC | 10,215 | $885.1K | 0.04% | +1,140+12.6% | Added |
| Eagle Harbor Asset Management Inc | 10,224 | $885.9K | 0.76% | +332+3.4% | Added |
| Kovack Advisors, Inc. | 10,279 | $887.0K | 0.05% | +495+5.1% | Added |
| Paladin Wealth, LLC | 10,240 | $887.3K | 0.61% | −490−4.6% | Reduced |
| Wealth Alliance | 10,250 | $888.2K | 0.09% | +5,745+127.5% | Added |
| Saxon Interests, Inc. | 10,256 | $888.6K | 0.31% | −2,741−21.1% | Reduced |
| Pictet & Cie (Europe) SA | 10,303 | $892.8K | 0.02% | +172+1.7% | Added |
| Unique Wealth Strategies, LLC | 10,309 | $893.3K | 0.37% | −1,843−15.2% | Reduced |
| Corundum Group, Inc. | 10,313 | $893.6K | 0.30% | +2,140+26.2% | Added |
| Phillips Wealth Planners LLC | 11,995 | $894.1K | 0.67% | +905+8.2% | Added |
| Jones Kertz & Associates, Inc. | 10,348 | $896.7K | 0.48% | −50−0.5% | Reduced |
| Advisor OS, LLC | 10,370 | $898.6K | 0.07% | −3,969−27.7% | Reduced |
| Connable Office Inc | 10,377 | $899.2K | 0.09% | +10,377 | New |
| Blackhawk Capital Partners LLC. | 10,379 | $899.3K | 0.33% | −506−4.6% | Reduced |
| Tectonic Advisors LLC | 10,379 | $899.3K | 0.05% | −1,785−14.7% | Reduced |
| Stableford Capital II LLC | 10,388 | $900.1K | 0.33% | +207+2.0% | Added |
| Buckley Wealth Management, LLC | 10,346 | $904.0K | 0.23% | +615+6.3% | Added |
| Capital Investment Advisory Services, LLC | 10,446 | $905.1K | 0.07% | −322−3.0% | Reduced |
| Colonial Trust Co | 10,553 | $914.4K | 0.12% | −190−1.8% | Reduced |
| Avantra Family Wealth, Inc. | 10,642 | $922.1K | 0.69% | +187+1.8% | Added |
| Alteri Wealth LLC | 10,652 | $923.0K | 0.30% | +474+4.7% | Added |
| Harbor Investment Advisory, LLC | 10,658 | $923.5K | 0.07% | −558−5.0% | Reduced |
| Legacy Capital Group California, Inc. | 10,669 | $924.5K | 0.35% | −5,327−33.3% | Reduced |
| Sava Infond d.o.o. | 10,680 | $925.4K | 0.13% | −580−5.2% | Reduced |
| Bearing Point Capital, LLC | 10,681 | $925.5K | 0.14% | +495+4.9% | Added |
| TSP Capital Management Group, LLC | – | $927.2K | 0.23% | – | New |
| Private Trust Co NA | 10,704 | $927.5K | 0.08% | +508+5.0% | Added |
| CVA Family Office, LLC | 10,824 | $937.9K | 0.10% | +307+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,861 | $941.1K | 0.02% | −153−1.4% | Reduced |
| Calamos Wealth Management LLC | 10,881 | $942.8K | 0.03% | −3,115−22.3% | Reduced |
| HBK Sorce Advisory LLC | 12,402 | $944.4K | 0.02% | −30−0.2% | Reduced |
| Sowell Financial Services LLC | 10,932 | $947.2K | 0.04% | +1,928+21.4% | Added |
| V-Square Quantitative Management LLC | 10,952 | $949.0K | 0.10% | +626+6.1% | Added |
| Wealthcare Advisory Partners LLC | 10,968 | $950.3K | 0.02% | +517+4.9% | Added |
| Jmac Enterprises LLC | 11,000 | $953.1K | 0.18% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 11,056 | $958.0K | 0.78% | +6,306+132.8% | Added |