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 |
|---|---|---|---|---|---|
| Aspetuck Financial Management LLC | 3,025 | $262.1K | 0.18% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,030 | $262.5K | 0.01% | +139+4.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,034 | $262.9K | 0.01% | +912+43.0% | Added |
| J.M. Arbour, LLC | 3,040 | $263.4K | 0.25% | +776+34.3% | Added |
| Fidelis Capital Partners, LLC | 3,047 | $264.0K | 0.02% | −2,767−47.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,048 | $264.1K | 0.05% | −623−17.0% | Reduced |
| Alpha Omega Wealth Management LLC | 3,074 | $266.4K | 0.04% | +18+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 3,082 | $267.0K | 0.11% | +6+0.2% | Added |
| Mach-1 Financial Group, Inc. | 3,091 | $267.9K | 0.09% | −8,311−72.9% | Reduced |
| Wiregrass Investment Management LLC | 3,102 | $268.8K | 0.22% | −237−7.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,115 | $269.9K | 0.07% | −106−3.3% | Reduced |
| Diversify Advisory Services, LLC | 3,421 | $271.5K | 0.04% | −31,369−90.2% | Reduced |
| D'Orazio & Associates, Inc. | 3,134 | $271.6K | 0.04% | −2,172−40.9% | Reduced |
| Renasant Bank | 3,135 | $271.6K | 0.19% | +664+26.9% | Added |
| Principle Wealth Partners LLC | 3,142 | $272.3K | 0.02% | −768−19.6% | Reduced |
| Vann Equity Management LLC | 3,143 | $272.4K | 0.19% | +3,143 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,146 | $272.6K | 0.03% | −502−13.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,153 | $273.2K | 0.04% | +39+1.3% | Added |
| Flavin Financial Services, Inc. | 3,158 | $273.6K | 0.18% | −16−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,159 | $274.0K | 0.01% | −549−14.8% | Reduced |
| Baxter Bros Inc | 3,165 | $274.2K | 0.03% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 3,170 | $275.0K | 0.01% | +3,170 | New |
| West Family Investments, Inc. | 3,182 | $275.7K | 0.10% | −2,659−45.5% | Reduced |
| Founders Capital Management, LLC | 3,184 | $275.9K | 0.05% | −4,325−57.6% | Reduced |
| Ellevest, Inc. | 3,191 | $276.5K | 0.04% | −1,320−29.3% | Reduced |
| USA Financial Portformulas Corp | 3,193 | $276.7K | 0.05% | +196+6.5% | Added |
| White Lighthouse Investment Management Inc. | 3,209 | $278.1K | 0.04% | +54+1.7% | Added |
| Aspen Wealth Strategies, LLC | 3,210 | $278.1K | 0.15% | +9+0.3% | Added |
| Baker Avenue Asset Management, LP | 3,216 | $278.7K | 0.01% | −3,647−53.1% | Reduced |
| Legacy Trust | 3,231 | $280.0K | 0.05% | −10−0.3% | Reduced |
| Capital Advisors, Ltd. LLC | 3,231 | $280.0K | 0.03% | −35−1.1% | Reduced |
| CM Wealth Advisors LLC | 3,210 | $280.4K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,243 | $281.1K | 0.00% | +529+19.5% | Added |
| Persistent Asset Partners Ltd | 3,246 | $281.3K | 0.11% | −1,763−35.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,253 | $281.9K | 0.08% | +164+5.3% | Added |
| Bartlett & Co. Wealth Management LLC | 3,601 | $282.0K | 0.00% | −973−21.3% | Reduced |
| Providence First Trust Co | 3,258 | $282.3K | 0.10% | −300−8.4% | Reduced |
| Saxony Capital Management, LLC | 3,271 | $283.4K | 0.16% | +185+6.0% | Added |
| High Note Wealth, LLC | 3,275 | $283.8K | 0.06% | −34−1.0% | Reduced |
| Wealth Management Strategies, Inc. | 3,280 | $284.2K | 0.13% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 3,283 | $284.5K | 0.06% | −45−1.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,254 | $285.0K | 0.08% | −2,071−38.9% | Reduced |
| Strive Financial Group ,LLC | 3,288 | $285.0K | 0.15% | +3,288 | New |
| Sym Financial Corp | 3,323 | $287.9K | 0.03% | −1,916−36.6% | Reduced |
| Florida Financial Advisors, LLC | 3,328 | $288.2K | 0.07% | +465+16.2% | Added |
| Stiles Financial Services Inc | 3,332 | $288.7K | 0.09% | +11+0.3% | Added |
| Peoples Financial Services Corp. | 3,338 | $289.2K | 0.14% | −358−9.7% | Reduced |
| FLC Capital Advisors | 3,344 | $289.8K | 0.05% | −2−0.1% | Reduced |
| Formidable Asset Management, LLC | 3,036 | $291.6K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,367 | $291.8K | 0.04% | +1,176+53.7% | Added |
| Rexford Capital Inc | 3,370 | $292.0K | 0.21% | +3+0.1% | Added |
| Powers Advisory Group, LLC | 3,374 | $292.4K | 0.10% | −145−4.1% | Reduced |
| Perennial Investment Advisors, LLC | 3,380 | $292.9K | 0.02% | +813+31.7% | Added |
| Bull Harbor Capital LLC | 3,382 | $293.1K | 0.08% | +3,382 | New |
| Parkside Investments, LLC | 3,391 | $293.8K | 0.04% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 3,406 | $295.1K | 0.09% | −197−5.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,419 | $296.3K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,431 | $297.0K | 0.14% | +1,314+62.1% | Added |
| 49 Wealth Management, LLC | 3,431 | $297.3K | 0.02% | +296+9.4% | Added |
| Pathfinder Wealth Consulting, Inc. | 3,435 | $297.7K | 0.19% | −9−0.3% | Reduced |
| Strategy Asset Managers LLC | 3,443 | $298.3K | 0.05% | −22−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,444 | $298.4K | 0.03% | −220−6.0% | Reduced |
| Dakota Community Bank & Trust NA | 3,451 | $299.0K | 1.01% | −41−1.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,459 | $299.7K | 0.10% | −368−9.6% | Reduced |
| JM2 Capital Inc. | 3,459 | $299.7K | 0.25% | −160−4.4% | Reduced |
| LightSquare Wealth Management, LLC | 3,469 | $300.6K | 0.23% | +3,469 | New |
| Curat Global, LLC | 3,470 | $300.7K | 0.30% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,471 | $300.8K | 0.02% | +181+5.5% | Added |
| Mosaic Financial Group, LLC | 3,469 | $301.0K | 0.21% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3,483 | $301.8K | 0.12% | +72+2.1% | Added |
| Guyasuta Investment Advisors Inc | 3,484 | $301.9K | 0.02% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 3,462 | $302.4K | 0.22% | +21+0.6% | Added |
| Keel Point, LLC | 3,499 | $303.1K | 0.02% | −2,151−38.1% | Reduced |
| Berkshire Bank | 3,501 | $303.4K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 3,525 | $303.4K | 0.20% | −180−4.9% | Reduced |
| Juncture Wealth Strategies, LLC | 3,511 | $304.2K | 0.10% | +880+33.4% | Added |
| Triumph Capital Management | 3,496 | $305.4K | 0.06% | +2,609+294.1% | Added |
| Excalibur Management Corp | 3,531 | $305.9K | 0.11% | +10.0% | Added |
| Bennett Associates Wealth Management | 3,532 | $306.0K | 0.21% | −12−0.3% | Reduced |
| Montecito Bank & Trust | 3,539 | $306.7K | 0.05% | +450+14.6% | Added |
| Park Place Capital Corp | 3,546 | $307.3K | 0.06% | +3,163+825.8% | Added |
| Apella Capital, LLC | 3,580 | $308.6K | 0.00% | +3,580 | New |
| PDS Planning, Inc | 3,574 | $309.7K | 0.02% | −1,080−23.2% | Reduced |
| Koss-Olinger Consulting, LLC | 3,574 | $309.7K | 0.03% | −140−3.8% | Reduced |
| Moment Partners, LLC | 3,549 | $310.0K | 0.06% | −18−0.5% | Reduced |
| PCB Capital LLC | 3,612 | $313.0K | 0.49% | −71−1.9% | Reduced |
| Alpha Family Trust | 3,620 | $313.7K | 0.15% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,874 | $313.7K | 0.02% | −3,003−43.7% | Reduced |
| Wedge Capital Management L L P | 3,623 | $313.9K | 0.01% | +704+24.1% | Added |
| Evelyn Partners Investment Management LLP | 3,625 | $314.1K | 0.01% | −579−13.8% | Reduced |
| Clear Wave Wealth Management LLC | 3,625 | $314.1K | 0.08% | +3,625 | New |
| BigSur Wealth Management LLC | 3,600 | $314.5K | 0.09% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,640 | $315.4K | 0.02% | +296+8.9% | Added |
| Burke & Herbert Bank & Trust Co | 3,649 | $316.2K | 0.09% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,295 | $316.5K | 0.02% | −86−2.5% | Reduced |
| Summit Wealth Partners, LLC | 3,653 | $316.5K | 0.05% | +3,653 | New |
| TRB Wealth Management, LLC | 3,624 | $316.6K | 0.04% | +3,624 | New |
| Hillman Capital Management, Inc. | 3,668 | $317.8K | 0.22% | −71−1.9% | Reduced |
| Third View Private Wealth, LLC | 3,672 | $318.2K | 0.04% | +210+6.1% | Added |
| Holistic Financial Partners | 3,682 | $319.0K | 0.12% | −197−5.1% | Reduced |