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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 498 | $43.2K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 500 | $43.3K | 0.01% | −192−27.7% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $43.3K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 500 | $43.3K | 0.02% | −5−1.0% | Reduced |
| Chelsea Counsel Co | 500 | $43.7K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 512 | $44.4K | 0.05% | +512 | New |
| Kemnay Advisory Services Inc. | 517 | $44.8K | 0.01% | +6+1.2% | Added |
| Peterson Wealth Management | 520 | $45.1K | 0.03% | +520 | New |
| Dunhill Financial, LLC | 559 | $48.5K | 0.01% | −1−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 564 | $48.9K | 0.00% | −25−4.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 566 | $49.0K | 0.01% | +566 | New |
| Princeton Global Asset Management LLC | 570 | $49.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 574 | $49.7K | 0.03% | +186+47.9% | Added |
| Bullseye Investment Management, LLC | 575 | $49.8K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 585 | $50.7K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 585 | $50.7K | 0.02% | +150+34.5% | Added |
| Kelly Lawrence W & Associates Inc | 600 | $52.0K | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 600 | $52.4K | 0.03% | +600 | New |
| Smallwood Wealth Investment Management, LLC | 611 | $52.9K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 615 | $53.3K | 0.02% | +213+53.0% | Added |
| Key Financial Inc | 617 | $53.5K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 619 | $53.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 628 | $54.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 633 | $54.8K | 0.00% | +370+140.7% | Added |
| Piscataqua Savings Bank | 646 | $56.0K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 654 | $56.7K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 664 | $57.5K | 0.02% | +627+1,694.6% | Added |
| Roble, Belko & Company, Inc | 667 | $58.0K | 0.01% | +150+29.0% | Added |
| Walleye Capital LLC | 673 | $58.3K | 0.00% | −468,117−99.9% | Reduced |
| Trust Co | 673 | $58.3K | 0.01% | −476−41.4% | Reduced |
| Thompson Investment Management, Inc. | 675 | $58.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 677 | $58.7K | 0.00% | +532+366.9% | Added |
| Dorato Capital Management | 665 | $59.0K | 0.04% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 685 | $59.4K | 0.02% | −5,021−88.0% | Reduced |
| TD Capital Management LLC | 690 | $59.8K | 0.01% | +125+22.1% | Added |
| South State Corp. | 691 | $59.9K | 0.00% | −398−36.5% | Reduced |
| SJS Investment Consulting Inc. | 691 | $59.9K | 0.01% | −439−38.8% | Reduced |
| Colonial Trust Advisors | 694 | $60.1K | 0.00% | +74+11.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 695 | $60.2K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 714 | $61.9K | 0.02% | −120−14.4% | Reduced |
| Washington Trust Advisors, Inc. | 717 | $62.1K | 0.01% | −136−15.9% | Reduced |
| DT Investment Partners, LLC | 718 | $62.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 734 | $63.6K | 0.01% | −303−29.2% | Reduced |
| Keystone Financial Group, Inc. | 741 | $64.7K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 763 | $66.1K | 0.00% | −343−31.0% | Reduced |
| Medallion Wealth Advisors, LLC | 767 | $66.5K | 0.02% | −266−25.8% | Reduced |
| BFSG, LLC | 772 | $66.9K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 774 | $67.0K | 0.00% | +774 | New |
| Ares Financial Consulting, LLC | 780 | $67.1K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $67.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 777 | $67.3K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 777 | $67.3K | 0.05% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 778 | $67.4K | 0.05% | +3+0.4% | Added |
| Bank of New Hampshire | 782 | $67.8K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 788 | $68.3K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 791 | $69.1K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 801 | $69.4K | 0.00% | −599−42.8% | Reduced |
| Whipplewood Advisors, LLC | 807 | $69.9K | 0.04% | +497+160.3% | Added |
| Global Trust Asset Management, LLC | 821 | $71.1K | 0.03% | −14,290−94.6% | Reduced |
| MTM Investment Management, LLC | 831 | $72.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 837 | $72.5K | 0.05% | +726+654.1% | Added |
| Cornerstone Planning Group LLC | 938 | $73.0K | 0.01% | +206+28.1% | Added |
| WPG Advisers, LLC | 845 | $73.2K | 0.05% | −109−11.4% | Reduced |
| Axiom Investment Management LLC | 847 | $73.4K | 0.06% | +847 | New |
| Beacon Investment Advisory Services, Inc. | 865 | $75.0K | 0.00% | +865 | New |
| Hazlett, Burt & Watson, Inc. | 874 | $75.0K | 0.02% | −28−3.1% | Reduced |
| Asset Planning,Inc | 872 | $75.6K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 900 | $78.0K | 0.03% | −57−6.0% | Reduced |
| Ballast Advisors LLC | 926 | $80.2K | 0.02% | −8,078−89.7% | Reduced |
| Costello Asset Management, INC | 936 | $81.1K | 0.03% | +69+8.0% | Added |
| Cetera Trust Company, N.A | 975 | $84.5K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 980 | $84.9K | 0.01% | +519+112.6% | Added |
| Vanguard National Trust Co | 981 | $85.0K | 0.01% | +981 | New |
| Sound Income Strategies, LLC | 1,009 | $86.8K | 0.00% | −64−6.0% | Reduced |
| Richardson Financial Services Inc. | 1,010 | $87.5K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,013 | $87.8K | 0.01% | −13−1.3% | Reduced |
| Arlington Trust Co LLC | 1,037 | $89.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,046 | $90.6K | 0.02% | +1,046 | New |
| Bayban | 1,064 | $92.2K | 0.08% | +64+6.4% | Added |
| Missouri Trust & Investment Co | 1,081 | $93.7K | 0.03% | 00.0% | Unchanged |
| Palladiem, LLC | 1,066 | $93.7K | 0.09% | +2+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,208 | $94.0K | 0.05% | −1,700−58.5% | Reduced |
| Byrne Asset Management LLC | 1,090 | $94.4K | 0.06% | −15−1.4% | Reduced |
| PlanVest Financial, Inc | 1,091 | $94.5K | 0.07% | +1,091 | New |
| Root Financial Partners, LLC | 1,102 | $95.5K | 0.00% | −6−0.5% | Reduced |
| Hoey Investments, Inc | 1,105 | $95.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,110 | $96.2K | 0.02% | +56+5.3% | Added |
| Private Wealth Asset Management, LLC | 1,125 | $97.5K | 0.01% | +60+5.6% | Added |
| Evermay Wealth Management LLC | 1,150 | $100.4K | 0.01% | −172−13.0% | Reduced |
| CoreFirst Bank & Trust | 1,160 | $100.5K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,164 | $100.9K | 0.00% | −433−27.1% | Reduced |
| GW&K Investment Management, LLC | 1,179 | $102.0K | 0.00% | −58−4.7% | Reduced |
| First Command Advisory Services, Inc. | 1,178 | $102.3K | 0.00% | +85+7.8% | Added |
| Atlantic Trust, LLC | 1,184 | $102.6K | 0.02% | −22−1.8% | Reduced |
| BankPlus Trust Department | 1,197 | $103.7K | 0.03% | +988+472.7% | Added |
| Oakworth Capital, Inc. | 1,209 | $104.8K | 0.01% | −146−10.8% | Reduced |
| Wall Street Financial Group, Inc. | 1,222 | $105.9K | 0.06% | +1,222 | New |
| Deseret Mutual Benefit Administrators | 1,228 | $106.4K | 0.04% | +1,228 | New |
| Country Trust Bank | 1,232 | $106.8K | 0.00% | +134+12.2% | Added |
| REAP Financial Group, LLC | 1,240 | $107.5K | 0.02% | +281+29.3% | Added |