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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 48,878 | $4.24M | 0.26% | +4,556+10.3% | Added |
| Intech Investment Management LLC | 48,973 | $4.24M | 0.04% | +3,499+7.7% | Added |
| Triglav Skladi, D.O.O. | 49,094 | $4.25M | 0.30% | +442+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 49,113 | $4.26M | 0.67% | +2,702+5.8% | Added |
| Fisher Funds Management LTD | 49,347 | $4.28M | 0.13% | −6,425−11.5% | Reduced |
| Kinneret Advisory, LLC | 48,998 | $4.28M | 0.41% | −2,173−4.2% | Reduced |
| Sequoia Financial Advisors, LLC | 49,485 | $4.29M | 0.02% | −3,248−6.2% | Reduced |
| Wedbush Securities Inc | 49,640 | $4.30M | 0.13% | −4,549−8.4% | Reduced |
| Core Alternative Capital | 49,751 | $4.31M | 1.27% | −3,151−6.0% | Reduced |
| Coastal Bridge Advisors, LLC | 49,754 | $4.31M | 0.31% | +776+1.6% | Added |
| Gilman Hill Asset Management, LLC | 49,796 | $4.31M | 0.65% | +2,886+6.2% | Added |
| Woodline Partners LP | 50,005 | $4.33M | 0.02% | −168,833−77.1% | Reduced |
| Horizon Investments, LLC | 50,056 | $4.34M | 0.05% | −2,031−3.9% | Reduced |
| Apollon Wealth Management, LLC | 50,119 | $4.34M | 0.07% | +2,586+5.4% | Added |
| Continuum Advisory, LLC | 50,157 | $4.35M | 0.42% | +19,034+61.2% | Added |
| Hanson & Doremus Investment Management | 50,286 | $4.36M | 0.50% | +3,973+8.6% | Added |
| Boston Research & Management Inc | 50,547 | $4.38M | 1.02% | +1,508+3.1% | Added |
| Lifeworks Advisors, LLC | 50,553 | $4.38M | 0.56% | +3,900+8.4% | Added |
| Omers Administration Corp | 50,580 | $4.38M | 0.03% | +3,279+6.9% | Added |
| Palisade Asset Management, LLC | 50,629 | $4.39M | 0.44% | −6,209−10.9% | Reduced |
| Dearborn Partners LLC | 50,691 | $4.39M | 0.24% | −2,545−4.8% | Reduced |
| GHP Investment Advisors, Inc. | 50,730 | $4.40M | 0.18% | +2,731+5.7% | Added |
| SFMG, LLC | 50,845 | $4.41M | 0.30% | −2,228−4.2% | Reduced |
| LaFleur & Godfrey LLC | 50,925 | $4.41M | 0.55% | −849−1.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 50,571 | $4.42M | 0.21% | +4,131+8.9% | Added |
| Chemung Canal Trust Co | 50,957 | $4.42M | 0.89% | −16,261−24.2% | Reduced |
| Glenview Trust Co | 51,156 | $4.43M | 0.07% | −423−0.8% | Reduced |
| Hallmark Capital Management Inc | 51,430 | $4.46M | 0.29% | +51,122+16,598.1% | Added |
| Haverford Financial Services, Inc. | 51,458 | $4.46M | 1.33% | −8,333−13.9% | Reduced |
| GeoWealth Management, LLC | 51,461 | $4.46M | 0.16% | +614+1.2% | Added |
| Simon Quick Advisors, LLC | 52,012 | $4.51M | 0.21% | +3,309+6.8% | Added |
| MUFG Securities EMEA plc | 52,544 | $4.55M | 0.07% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 52,777 | $4.57M | 2.55% | −1,102−2.0% | Reduced |
| Compass Wealth Management LLC | 52,783 | $4.57M | 1.13% | +5,118+10.7% | Added |
| Groupama Asset Managment | 52,877 | $4.58M | 0.07% | −2,518−4.5% | Reduced |
| IFP Advisors, Inc | 52,945 | $4.59M | 0.10% | −4,342−7.6% | Reduced |
| Needham Investment Management LLC | 53,041 | $4.60M | 0.23% | 00.0% | Unchanged |
| Credit Agricole S A | 53,049 | $4.60M | 0.02% | −377,522−87.7% | Reduced |
| King Luther Capital Management Corp | 53,194 | $4.61M | 0.02% | −8,676−14.0% | Reduced |
| Stamos Capital Partners, L.P. | 53,432 | $4.63M | 0.72% | +5,713+12.0% | Added |
| Daymark Wealth Partners, LLC | 53,450 | $4.63M | 0.15% | +1,146+2.2% | Added |
| Level Four Advisory Services, LLC | 53,937 | $4.67M | 0.15% | +9,638+21.8% | Added |
| Everett Harris & Co | 53,993 | $4.68M | 0.06% | −282−0.5% | Reduced |
| Generali Asset Management SPA SGR | 54,271 | $4.70M | 0.10% | +2,884+5.6% | Added |
| Proactive Wealth Strategies LLC | 54,380 | $4.71M | 0.89% | +27,380+101.4% | Added |
| Tevis Investment Management | 54,074 | $4.72M | 2.69% | +564+1.1% | Added |
| RBA Wealth Management, LLC | 54,528 | $4.72M | 1.70% | +10.0% | Added |
| Kentucky Retirement Systems | 82,425 | $4.73M | 0.35% | +1,909+2.4% | Added |
| Rathbone Brothers plc | 54,693 | $4.74M | 0.02% | +1,947+3.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 54,899 | $4.76M | 0.13% | −50−0.1% | Reduced |
| Quantbot Technologies LP | 55,440 | $4.80M | 0.20% | +55,440 | New |
| DLK Investment Management, LLC | 55,783 | $4.83M | 1.91% | +108+0.2% | Added |
| ABN AMRO Bank N.V. | 55,306 | $4.84M | 0.05% | −27,000−32.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 55,885 | $4.84M | 0.00% | +16,250+41.0% | Added |
| Econ Financial Services Corp | 57,270 | $4.96M | 2.30% | +19,204+50.4% | Added |
| Coston, McIsaac & Partners | 57,298 | $4.96M | 1.12% | −219−0.4% | Reduced |
| Altrius Capital Management Inc | 57,425 | $4.98M | 0.99% | +1,590+2.8% | Added |
| Monte Financial Group, LLC | 57,985 | $5.02M | 1.78% | +15,677+37.1% | Added |
| Butensky & Cohen Financial Security, Inc | 58,314 | $5.05M | 1.33% | +1,316+2.3% | Added |
| CAPROCK Group, Inc. | 57,949 | $5.06M | 0.12% | −23,019−28.4% | Reduced |
| Ostrum Asset Management | 58,494 | $5.07M | 0.28% | +24,290+71.0% | Added |
| Decker Wealth Management LLC | 58,614 | $5.08M | 1.15% | +55,873+2,038.4% | Added |
| Intact Investment Management Inc. | 58,800 | $5.10M | 0.15% | −34,700−37.1% | Reduced |
| Farther Finance Advisors, LLC | 59,342 | $5.11M | 0.05% | −12,357−17.2% | Reduced |
| Robeco Schweiz AG | 59,063 | $5.12M | 0.11% | −16,431−21.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 59,138 | $5.12M | 1.15% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 59,416 | $5.15M | 0.73% | +1,771+3.1% | Added |
| New Mexico Educational Retirement Board | 59,587 | $5.16M | 0.16% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 59,321 | $5.18M | 0.06% | +7,968+15.5% | Added |
| Hennessy Advisors Inc | 60,000 | $5.20M | 0.19% | +2,100+3.6% | Added |
| Naples Global Advisors, LLC | 59,580 | $5.20M | 0.38% | +1,918+3.3% | Added |
| Monarch Capital Management Inc | 59,621 | $5.21M | 1.27% | +719+1.2% | Added |
| Morgan Dempsey Capital Management LLC | 59,640 | $5.21M | 2.37% | −1,836−3.0% | Reduced |
| Westfield Capital Management Co LP | 60,349 | $5.23M | 0.02% | +379+0.6% | Added |
| J.W. Cole Advisors, Inc. | 60,376 | $5.23M | 0.18% | +19,695+48.4% | Added |
| Cohen Klingenstein LLC | 60,497 | $5.24M | 0.17% | 00.0% | Unchanged |
| Spinnaker Trust | 60,535 | $5.25M | 0.29% | +39,065+182.0% | Added |
| Polen Capital Management LLC | 60,661 | $5.26M | 0.04% | −23,839−28.2% | Reduced |
| We Are One Seven, LLC | 61,034 | $5.29M | 0.11% | −55,471−47.6% | Reduced |
| Moors & Cabot, Inc. | 61,225 | $5.31M | 0.23% | +6,494+11.9% | Added |
| Parthenon LLC | 61,403 | $5.32M | 0.61% | −235−0.4% | Reduced |
| Columbia Asset Management | 61,560 | $5.33M | 1.02% | −664−1.1% | Reduced |
| Capital Fund Management S.A. | 61,660 | $5.34M | 0.05% | +61,660 | New |
| XTX Topco Ltd | 61,774 | $5.35M | 0.09% | +61,774 | New |
| Siemens Fonds Invest GmbH | 61,862 | $5.36M | 0.31% | −97−0.2% | Reduced |
| Smithbridge Asset Management Inc | 61,975 | $5.37M | 0.80% | −61,891−50.0% | Reduced |
| Trajan Wealth LLC | 62,196 | $5.39M | 0.23% | +6,018+10.7% | Added |
| Ci Investments Inc. | 62,225 | $5.39M | 0.03% | +3,231+5.5% | Added |
| Merit Financial Group, LLC | 62,857 | $5.45M | 0.04% | −9,389−13.0% | Reduced |
| Heritage Investors Management Corp | 63,034 | $5.46M | 0.17% | −1,300−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 63,033 | $5.46M | 0.03% | −82,713−56.8% | Reduced |
| Laffer Tengler Investments | 63,106 | $5.47M | 0.81% | +3,976+6.7% | Added |
| Money Concepts Capital Corp | 63,114 | $5.47M | 0.30% | +22,269+54.5% | Added |
| Poehling Capital Management, LLC | 63,658 | $5.52M | 1.16% | −237−0.4% | Reduced |
| Maryland State Retirement & Pension System | 63,956 | $5.54M | 0.11% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 63,972 | $5.54M | 0.94% | +2,140+3.5% | Added |
| LMCG Investments, LLC | 64,174 | $5.56M | 0.33% | −3,558−5.3% | Reduced |
| Tufton Capital Management | 64,213 | $5.56M | 1.01% | −1,153−1.8% | Reduced |
| Clear Trail Advisors, LLC | 64,706 | $5.61M | 0.93% | +20,094+45.0% | Added |
| Louisiana State Employees Retirement System | 65,300 | $5.66M | 0.10% | −200−0.3% | Reduced |