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; 2,149 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
- 2,256
- −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
- 900 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| MH & Associates Securities Management Corp | 34,874 | $3.02M | 2.64% | +87+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 34,917 | $3.03M | 0.21% | +351+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,094 | $3.04M | 0.12% | +3,400+10.7% | Added |
| All Terrain Financial Advisors, LLC | 35,276 | $3.06M | 0.95% | −3,358−8.7% | Reduced |
| Centric Wealth Management | 39,227 | $3.07M | 0.61% | +39,227 | New |
| MUFG Securities Americas Inc. | 35,474 | $3.07M | 0.20% | +920+2.7% | Added |
| Greenup Street Wealth Management LLC | 35,492 | $3.08M | 0.43% | +19,325+119.5% | Added |
| Alphadyne Asset Management LP | 35,858 | $3.11M | 0.41% | +35,858 | New |
| Community Trust & Investment Co | 36,156 | $3.13M | 0.17% | +62+0.2% | Added |
| Portside Wealth Group, LLC | 36,262 | $3.14M | 0.43% | −1,676−4.4% | Reduced |
| Sagespring Wealth Partners, LLC | 36,327 | $3.15M | 0.06% | +4,410+13.8% | Added |
| Financial Advisory Partners, LLC | 36,359 | $3.15M | 0.89% | −674−1.8% | Reduced |
| Corbyn Investment Management Inc | 36,397 | $3.15M | 1.05% | −120−0.3% | Reduced |
| Metis Global Partners, LLC | 36,512 | $3.16M | 0.08% | −4,159−10.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 36,227 | $3.16M | 1.01% | +45+0.1% | Added |
| Argent Advisors, Inc. | 36,755 | $3.18M | 0.87% | +987+2.8% | Added |
| Avidian Wealth Solutions, LLC | 36,774 | $3.19M | 0.10% | +21,949+148.1% | Added |
| Ancora Advisors, LLC | 36,910 | $3.20M | 0.07% | +180.0% | Added |
| North Dakota State Investment Board | 37,150 | $3.22M | 0.14% | −6,831−15.5% | Reduced |
| Tower Bridge Advisors | 37,203 | $3.22M | 0.31% | −630−1.7% | Reduced |
| Zions Bancorporation, National Association | 37,483 | $3.25M | 0.21% | +24,630+191.6% | Added |
| Becker Capital Management Inc | 37,281 | $3.26M | 0.10% | −1,204−3.1% | Reduced |
| Welch & Forbes LLC | 37,763 | $3.27M | 0.04% | −3,312−8.1% | Reduced |
| Vertrix Wealth Management, LLC | 37,938 | $3.29M | 1.21% | +37,938 | New |
| Alerus Financial NA | 37,961 | $3.29M | 0.16% | −16,133−29.8% | Reduced |
| Argyle Capital Management Inc. | 38,060 | $3.30M | 1.07% | +800+2.1% | Added |
| Edgestream Partners, L.P. | 38,234 | $3.31M | 0.11% | +17,686+86.1% | Added |
| Augustine Asset Management Inc | 38,339 | $3.32M | 0.75% | +577+1.5% | Added |
| VisionPoint Advisory Group, LLC | 38,358 | $3.32M | 0.63% | +14,760+62.5% | Added |
| Trilogy Capital Inc. | 38,479 | $3.33M | 0.15% | +748+2.0% | Added |
| Landscape Capital Management, L.L.C. | 38,514 | $3.34M | 0.21% | +15,988+71.0% | Added |
| Prospera Financial Services Inc | 38,565 | $3.34M | 0.05% | +4,323+12.6% | Added |
| Perkins Coie Trust Co | 38,745 | $3.36M | 0.65% | −556−1.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 38,820 | $3.36M | 3.33% | −1,288−3.2% | Reduced |
| Westpac Banking Corp | 38,870 | $3.37M | 0.23% | −2,811−6.7% | Reduced |
| Bahl & Gaynor Inc | 39,051 | $3.38M | 0.02% | −100−0.3% | Reduced |
| TCTC Holdings, LLC | 39,303 | $3.41M | 0.10% | −690−1.7% | Reduced |
| Novem Group | 39,591 | $3.43M | 0.39% | +715+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,597 | $3.43M | 0.10% | −8,467−17.6% | Reduced |
| 180 Wealth Advisors, LLC | 39,773 | $3.45M | 0.39% | +1,211+3.1% | Added |
| Arnhold LLC | 39,819 | $3.45M | 0.25% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 39,829 | $3.45M | 0.05% | −16,949−29.9% | Reduced |
| COFG Advisors, LLC | 39,893 | $3.46M | 0.85% | +131+0.3% | Added |
| Lighthouse Investment Partners, LLC | 40,000 | $3.47M | 0.13% | −4,000−9.1% | Reduced |
| Spring Capital Management, LLC | 40,146 | $3.48M | 1.76% | −1,573−3.8% | Reduced |
| Balyasny Asset Management LLC | 40,328 | $3.49M | 0.01% | −1,077,388−96.4% | Reduced |
| Oak Asset Management, LLC | 40,350 | $3.50M | 1.20% | +825+2.1% | Added |
| Integrated Wealth Concepts LLC | 40,716 | $3.53M | 0.03% | +25,438+166.5% | Added |
| Fred Alger Management, LLC | 40,736 | $3.53M | 0.02% | −29−0.1% | Reduced |
| Hengehold Capital Management LLC | 40,994 | $3.55M | 0.31% | +652+1.6% | Added |
| Summit Trail Advisors, LLC | 41,515 | $3.60M | 0.05% | −228−0.5% | Reduced |
| Investment House LLC | 41,773 | $3.62M | 0.19% | −150−0.4% | Reduced |
| Aso Group Ltd | 41,914 | $3.63M | 1.53% | 00.0% | Unchanged |
| Capital International Sarl | 41,919 | $3.63M | 0.06% | +25,891+161.5% | Added |
| Kinloch Capital, LLC | 41,949 | $3.63M | 1.48% | −843−2.0% | Reduced |
| Cornerstone Wealth Group, LLC | 44,701 | $3.67M | 0.24% | +39,633+782.0% | Added |
| Sigma Planning Corp | 42,420 | $3.68M | 0.10% | +54+0.1% | Added |
| Brentview Investment Management LLC | 42,671 | $3.70M | 1.60% | +1,625+4.0% | Added |
| Morton Community Bank | 42,762 | $3.71M | 0.81% | +1,035+2.5% | Added |
| Catalytic Wealth RIA, LLC | 42,988 | $3.72M | 0.15% | +562+1.3% | Added |
| Larson Financial Group LLC | 43,074 | $3.73M | 0.12% | +3,357+8.5% | Added |
| Cullinan Associates Inc | 43,117 | $3.74M | 0.30% | −175−0.4% | Reduced |
| MainStreet Investment Advisors LLC | 43,677 | $3.78M | 0.57% | −870−2.0% | Reduced |
| Callan Family Office, LLC | 43,831 | $3.80M | 0.09% | +71+0.2% | Added |
| NovaPoint Capital, LLC | 44,056 | $3.82M | 0.96% | +2,930+7.1% | Added |
| Courier Capital LLC | 44,080 | $3.82M | 0.21% | +40+0.1% | Added |
| Mubadala Investment Co PJSC | 44,096 | $3.82M | 0.02% | +44,096 | New |
| Farmers National Bank | 44,360 | $3.84M | 0.85% | +858+2.0% | Added |
| Advisors Management Group Inc | 44,419 | $3.85M | 0.70% | −5,120−10.3% | Reduced |
| Gabelli Funds LLC | 44,500 | $3.86M | 0.03% | −12,100−21.4% | Reduced |
| Zhang Financial LLC | 44,725 | $3.88M | 0.13% | +9,311+26.3% | Added |
| Boyar Asset Management Inc. | 44,844 | $3.89M | 2.21% | +38,649+623.9% | Added |
| First Pacific Financial | 44,969 | $3.90M | 0.50% | +917+2.1% | Added |
| GAM Holding AG | 45,029 | $3.90M | 0.34% | −32,372−41.8% | Reduced |
| First National Trust Co | 45,059 | $3.90M | 0.13% | +858+1.9% | Added |
| Railway Pension Investments Ltd | 45,200 | $3.92M | 0.06% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 45,234 | $3.92M | 0.17% | −1,124−2.4% | Reduced |
| NBC Securities, Inc. | 45,528 | $3.95M | 0.30% | +1,574+3.6% | Added |
| Mutual Advisors, LLC | 45,543 | $3.95M | 0.08% | +1,991+4.6% | Added |
| Stonebridge Financial Group, LLC | 45,613 | $3.95M | 0.32% | +2,108+4.8% | Added |
| 44 Wealth Management LLC | 45,737 | $3.96M | 1.39% | +26+0.1% | Added |
| Mattson Financial Services, LLC | 45,928 | $3.98M | 0.95% | −73−0.2% | Reduced |
| JGP Wealth Management, LLC | 45,952 | $3.98M | 0.41% | −28,556−38.3% | Reduced |
| Advisortrust Partners, LLC | 45,999 | $3.99M | 1.66% | +3,478+8.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 46,261 | $4.01M | 0.33% | +2,523+5.8% | Added |
| Highland Capital Management, LLC | 46,379 | $4.02M | 0.21% | +2,375+5.4% | Added |
| Plato Investment Management Ltd | 46,424 | $4.02M | 0.27% | −664−1.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 46,526 | $4.03M | 1.33% | +2,130+4.8% | Added |
| Convergence Investment Partners, LLC | 46,789 | $4.05M | 0.66% | +21,196+82.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 46,923 | $4.07M | 2.25% | +2,555+5.8% | Added |
| Commerzbank Aktiengesellschaft | 46,929 | $4.07M | 0.09% | +3,879+9.0% | Added |
| Old North State Wealth Management, LLC | 46,922 | $4.07M | 1.88% | +2,849+6.5% | Added |
| Saudi Central Bank | 47,321 | $4.10M | 0.09% | +47,321 | New |
| Meyer Handelman Co | 47,507 | $4.12M | 0.13% | −20,287−29.9% | Reduced |
| Fiduciary Trust Co | 47,522 | $4.12M | 0.05% | +10,418+28.1% | Added |
| Hedeker Wealth, LLC | 47,726 | $4.14M | 0.87% | −2,861−5.7% | Reduced |
| Headinvest, LLC | 48,230 | $4.18M | 0.86% | −202−0.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 47,951 | $4.19M | 0.65% | −220.0% | Reduced |
| Somerset Trust Co | 48,523 | $4.20M | 1.29% | −1,014−2.0% | Reduced |
| Round Hill Asset Management | 48,530 | $4.21M | 2.75% | −845−1.7% | Reduced |