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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 2,545 | $220.5K | 0.01% | +2,545 | New |
| Forum Financial Management, LP | 2,547 | $220.7K | 0.00% | −19,433−88.4% | Reduced |
| New Insight Wealth Advisors | 2,551 | $221.0K | 0.08% | +2,551 | New |
| Quantum Private Wealth, LLC | 2,560 | $221.8K | 0.07% | −460−15.2% | Reduced |
| Zullo Investment Group, Inc. | 2,561 | $221.9K | 0.08% | −27−1.0% | Reduced |
| JT Stratford LLC | 2,566 | $222.3K | 0.03% | +364+16.5% | Added |
| Facet Wealth, Inc. | 2,574 | $223.0K | 0.00% | +453+21.4% | Added |
| JMN Financial LLC | 2,552 | $223.1K | 0.22% | −572−18.3% | Reduced |
| Journey Advisory Group, LLC | 2,575 | $223.1K | 0.02% | −250−8.8% | Reduced |
| Independence Wealth Advisors, LLC | 2,591 | $224.5K | 0.12% | +2,591 | New |
| Southland Equity Partners LLC | 2,594 | $224.8K | 0.04% | +79+3.1% | Added |
| Atlas Brown,Inc. | 2,600 | $225.3K | 0.07% | +374+16.8% | Added |
| Tempus Wealth Planning, LLC | 2,603 | $225.5K | 0.05% | −28−1.1% | Reduced |
| Oak Harvest Investment Services | 2,606 | $225.8K | 0.02% | −96,829−97.4% | Reduced |
| LeConte Wealth Management, LLC | 2,606 | $225.8K | 0.15% | −149−5.4% | Reduced |
| 71 West Capital Partners | 2,609 | $226.1K | 0.01% | −128−4.7% | Reduced |
| Nomura Asset Management International Inc. | 2,624 | $227.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,623 | $227.3K | 0.04% | +304+13.1% | Added |
| Aull & Monroe Investment Management Corp | 2,626 | $227.5K | 0.11% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 2,631 | $228.0K | 0.07% | +454+20.9% | Added |
| Lincoln Capital Corp | 2,637 | $228.5K | 0.08% | −19,956−88.3% | Reduced |
| Beaton Management Co. Inc. | 2,638 | $229.0K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,644 | $229.1K | 0.02% | +2,644 | New |
| Umpqua Bank | 2,645 | $229.2K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,649 | $229.5K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,653 | $229.9K | 0.04% | −76−2.8% | Reduced |
| Gryphon Financial Partners LLC | 2,660 | $230.5K | 0.02% | +22+0.8% | Added |
| Boyd Watterson Asset Management LLC | 2,664 | $230.8K | 0.07% | −764−22.3% | Reduced |
| City National Bank of Florida | 2,665 | $230.9K | 0.14% | −2,454−47.9% | Reduced |
| Roundview Capital LLC | 2,670 | $231.4K | 0.01% | −160−5.7% | Reduced |
| Golden Reserve Retirement LLC | 2,675 | $231.8K | 0.05% | +2,675 | New |
| AMG National Trust Bank | 2,685 | $232.7K | 0.01% | +345+14.7% | Added |
| DSG Capital Advisors, LLC | 2,686 | $232.8K | 0.04% | +2,686 | New |
| Quarry LP | 2,694 | $233.4K | 0.05% | +1,834+213.3% | Added |
| DMG Group, LLC | 2,696 | $233.6K | 0.16% | −282−9.5% | Reduced |
| Arlington Partners LLC | 2,696 | $233.6K | 0.47% | +2,696 | New |
| Convergence Financial, LLC | 2,708 | $234.7K | 0.02% | +2,708 | New |
| Petros Family Wealth, LLC | 2,708 | $234.7K | 0.17% | −531−16.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,711 | $234.9K | 0.04% | +40+1.5% | Added |
| BKD Wealth Advisors, LLC | 2,716 | $235.3K | 0.00% | +225+9.0% | Added |
| Peddock Capital Advisors, LLC | 2,723 | $235.9K | 0.05% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,725 | $236.1K | 0.17% | +78+2.9% | Added |
| one8zero8, LLC | 2,739 | $237.3K | 0.05% | −85−3.0% | Reduced |
| Chapin Davis, Inc. | 2,747 | $238.0K | 0.05% | +2,747 | New |
| OV Management LLC | 2,751 | $238.4K | 0.49% | −8,373−75.3% | Reduced |
| Dana Investment Advisors, Inc. | 2,757 | $238.9K | 0.01% | +49+1.8% | Added |
| Parcion Private Wealth LLC | 2,777 | $240.6K | 0.01% | −1,083−28.1% | Reduced |
| Hardy Reed LLC | 2,785 | $241.3K | 0.02% | −161−5.5% | Reduced |
| Element Wealth, LLC | 2,787 | $241.5K | 0.10% | −89−3.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,799 | $242.5K | 0.00% | +208+8.0% | Added |
| Gilpin Wealth Management, LLC | 2,800 | $242.6K | 0.19% | −28−1.0% | Reduced |
| Mystic Asset Management, Inc. | 2,804 | $242.9K | 0.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,808 | $243.3K | 0.02% | +2,808 | New |
| Exchange Bank | 2,810 | $243.5K | 0.17% | −38−1.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,827 | $243.7K | 0.03% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 2,814 | $243.8K | 0.19% | −1,447−34.0% | Reduced |
| KRM Wealth Management L.L.C. | 2,814 | $243.8K | 0.13% | −22−0.8% | Reduced |
| Marathon Capital Management | 2,814 | $243.8K | 0.05% | +100+3.7% | Added |
| Relyea Zuckerberg Hanson LLC | 2,816 | $244.0K | 0.02% | +96+3.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,826 | $244.9K | 0.01% | +18+0.6% | Added |
| AMG Asset Management Group, Inc. | 2,828 | $245.1K | 0.19% | +2,828 | New |
| Letson Investment Management, Inc. | 2,830 | $245.2K | 0.09% | +6+0.2% | Added |
| Guardian Wealth Advisors, LLC | 2,835 | $245.6K | 0.02% | −138−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,812 | $245.7K | 0.01% | −35,465−92.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,837 | $245.8K | 0.01% | −200−6.6% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,838 | $245.9K | 0.02% | +2,838 | New |
| Affinity Investment Advisors, LLC | 2,842 | $246.3K | 0.15% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,857 | $247.6K | 0.00% | +264+10.2% | Added |
| Summit Wealth Group LLC | 2,858 | $247.6K | 0.03% | +2,858 | New |
| American Investment Services, Inc. | 2,868 | $248.5K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 2,796 | $248.6K | 0.08% | −4,641−62.4% | Reduced |
| Martin Investment Management, LLC | 2,870 | $248.7K | 0.07% | −880−23.5% | Reduced |
| Keudell/Morrison Wealth Management | 2,873 | $248.9K | 0.05% | +597+26.2% | Added |
| Whetstone Capital Advisors, LLC | 2,874 | $249.0K | 0.09% | +538+23.0% | Added |
| AXS Investments LLC | 2,876 | $249.2K | 0.10% | −534−15.7% | Reduced |
| Henry James International Management, Inc. | 2,885 | $250.0K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,887 | $250.1K | 0.14% | +25+0.9% | Added |
| MJP Associates Inc | 2,887 | $250.2K | 0.03% | −7,263−71.6% | Reduced |
| Sound Financial Strategies Group, LLC | 2,893 | $250.7K | 0.17% | −4,316−59.9% | Reduced |
| Bravera Wealth | 2,900 | $251.3K | 0.11% | −94−3.1% | Reduced |
| DV Trading LLC | 2,900 | $251.3K | 0.02% | +1,900+190.0% | Added |
| Golden State Wealth Management, LLC | 2,903 | $251.6K | 0.03% | +1,994+219.4% | Added |
| Cary Street Partner Investment Advisory LLC | 2,904 | $251.7K | 0.06% | −130−4.3% | Reduced |
| Essex Savings Bank | 2,912 | $252.3K | 0.06% | +10+0.3% | Added |
| Symphony Financial, Ltd. Co. | 2,954 | $252.9K | 0.03% | −1,051−26.2% | Reduced |
| TCP Asset Management, LLC | 2,922 | $253.2K | 0.03% | −2−0.1% | Reduced |
| Catherine Avery Investment Management LLC | 2,925 | $253.5K | 0.11% | −135−4.4% | Reduced |
| Synergy Financial Group, LTD | 2,932 | $254.1K | 0.19% | +2,932 | New |
| Uniting Wealth Partners, LLC | 2,922 | $255.3K | 0.05% | +519+21.6% | Added |
| Roxbury Financial LLC | 2,952 | $255.8K | 0.23% | +16+0.5% | Added |
| VeraBank, N.A. | 2,957 | $256.2K | 0.05% | −44−1.5% | Reduced |
| Readystate Asset Management LP | 2,959 | $256.4K | 0.01% | +2,959 | New |
| Endowment Wealth Management, Inc. | 2,962 | $256.7K | 0.11% | +118+4.1% | Added |
| United Advisor Group, LLC | 2,970 | $257.6K | 0.03% | −133−4.3% | Reduced |
| Affiance Financial, LLC | 2,979 | $258.1K | 0.04% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 2,986 | $259.0K | 0.09% | −125−4.0% | Reduced |
| Park Edge Advisors, LLC | 2,990 | $259.1K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,995 | $259.5K | 0.02% | −14−0.5% | Reduced |
| Core Wealth Partners LLC | 3,000 | $259.9K | 0.12% | 00.0% | Unchanged |
| First Foundation Advisors | 3,002 | $260.1K | 0.01% | +60+2.0% | Added |