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 |
|---|---|---|---|---|---|
| Bey-Douglas LLC | 3,704 | $321.0K | 0.28% | +109+3.0% | Added |
| Spire Wealth Management | 3,713 | $321.7K | 0.01% | −1,191−24.3% | Reduced |
| Boothbay Fund Management, LLC | 3,735 | $323.6K | 0.01% | −5,735−60.6% | Reduced |
| Nautilus Advisors LLC | 3,741 | $324.2K | 0.22% | +6+0.2% | Added |
| Severin Investments, LLC | 3,750 | $324.9K | 0.28% | +117+3.2% | Added |
| Hanlon Investment Management, Inc. | 3,754 | $325.3K | 0.18% | +1,427+61.3% | Added |
| Harbour Trust & Investment Management Co | 3,756 | $325.5K | 0.03% | 00.0% | Unchanged |
| American Trust | 3,781 | $327.6K | 0.03% | +3,781 | New |
| UMA Financial Services, Inc. | 3,798 | $329.1K | 0.05% | +1,640+76.0% | Added |
| Balanced Rock Investment Advisor | 3,827 | $331.6K | 0.23% | −51−1.3% | Reduced |
| New Wave Wealth Advisors LLC | 3,808 | $332.5K | 0.12% | +274+7.8% | Added |
| MCF Advisors LLC | 3,829 | $334.4K | 0.01% | +3,147+461.4% | Added |
| Tritonpoint Wealth, LLC | 3,844 | $335.8K | 0.04% | −170−4.2% | Reduced |
| Certior Financial Group, LLC | 3,884 | $336.5K | 0.21% | +168+4.5% | Added |
| Retirement Planning Group | 3,885 | $336.6K | 0.01% | −236−5.7% | Reduced |
| Riverbend Wealth Management, LLC | 3,887 | $336.8K | 0.21% | +218+5.9% | Added |
| B&L Asset Management LLC | 3,903 | $338.2K | 0.15% | +695+21.7% | Added |
| Rossmore Private Capital | 3,872 | $338.3K | 0.03% | −84−2.1% | Reduced |
| Tower Wealth Partners, Inc. | 3,910 | $338.8K | 0.19% | +3,910 | New |
| Capital Performance Advisors LLP | 3,931 | $340.6K | 0.02% | −2,263−36.5% | Reduced |
| Creekside Partners | 3,941 | $341.5K | 0.14% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,949 | $342.2K | 0.26% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,957 | $342.9K | 0.01% | +972+32.6% | Added |
| Sunbelt Securities, Inc. | 3,969 | $343.9K | 0.02% | −136−3.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,978 | $344.7K | 0.10% | −300−7.0% | Reduced |
| Agf Management Ltd | 3,983 | $345.1K | 0.00% | −47−1.2% | Reduced |
| Triad Wealth Partners, LLC | 3,989 | $345.7K | 0.03% | −488−10.9% | Reduced |
| Rossby Financial, LCC | 4,025 | $346.4K | 0.07% | +1,832+83.5% | Added |
| TMB Capital Partners, LLC | 4,012 | $347.6K | 0.12% | −13,576−77.2% | Reduced |
| Balboa Wealth Partners | 4,017 | $348.0K | 0.06% | −335−7.7% | Reduced |
| Hall Capital Management Co Inc | 4,308 | $348.8K | 0.12% | +182+4.4% | Added |
| Silverlake Wealth Management LLC | 4,047 | $350.6K | 0.07% | −299−6.9% | Reduced |
| Lantz Financial LLC | 4,050 | $350.9K | 0.07% | +1,874+86.1% | Added |
| Insight Inv LLC | 4,059 | $351.7K | 0.19% | −2,184−35.0% | Reduced |
| Spirepoint Private Client, LLC | 4,060 | $351.8K | 0.03% | −688−14.5% | Reduced |
| Bristlecone Value Partners, LLC | 4,060 | $351.8K | 0.31% | +4,060 | New |
| Graybill Bartz & Assoc Ltd | 4,061 | $351.9K | 0.11% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,062 | $352.0K | 0.16% | +290+7.7% | Added |
| Keystone Financial Group | 4,067 | $352.4K | 0.02% | +237+6.2% | Added |
| Apriem Advisors | 4,072 | $352.9K | 0.03% | −120−2.9% | Reduced |
| Gen-Wealth Partners Inc | 4,075 | $353.1K | 0.11% | −81−1.9% | Reduced |
| RiverFront Investment Group, LLC | 4,081 | $353.6K | 0.01% | +622+18.0% | Added |
| Castleview Partners, LLC | 4,089 | $354.3K | 0.18% | +1,738+73.9% | Added |
| Cfo Capital Management LLC | 4,095 | $354.8K | 0.29% | +970+31.0% | Added |
| Mirabella Financial Services LLP | 4,095 | $354.8K | 0.03% | +4,095 | New |
| Stratos Wealth Advisors, LLC | 4,105 | $355.8K | 0.02% | +69+1.7% | Added |
| Sepio Capital, LP | 4,111 | $356.2K | 0.02% | −330−7.4% | Reduced |
| Maple Capital Management, Inc. | 4,116 | $356.7K | 0.02% | −491−10.7% | Reduced |
| SmartHarvest Portfolios, LLC | 4,118 | $356.8K | 0.15% | −251−5.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,120 | $357.0K | 0.12% | −610−12.9% | Reduced |
| MBA Advisors LLC | 4,129 | $357.8K | 0.14% | +34+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 4,143 | $359.0K | 0.15% | +64+1.6% | Added |
| Virtue Capital Management, LLC | 4,204 | $360.5K | 0.05% | +190+4.7% | Added |
| TigerOak Management, L.L.C. | 4,165 | $360.9K | 0.11% | −40−1.0% | Reduced |
| InvesTrust | 4,165 | $360.9K | 0.15% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,171 | $361.4K | 0.02% | +474+12.8% | Added |
| Boltwood Capital Management | 4,183 | $362.5K | 0.09% | +1,768+73.2% | Added |
| Washington Capital Management Inc | 4,205 | $364.4K | 0.31% | −2,035−32.6% | Reduced |
| Twin Lakes Capital Management, LLC | 4,205 | $364.4K | 0.17% | 00.0% | Unchanged |
| Bollard Group LLC | 4,219 | $366.0K | 0.01% | +30+0.7% | Added |
| Mission Wealth Management, LP | 4,243 | $367.7K | 0.01% | −275−6.1% | Reduced |
| Empower Advisory Group, LLC | 4,248 | $368.1K | 0.00% | −80−1.8% | Reduced |
| Bank & Trust Co | 4,252 | $368.4K | 0.25% | +1,626+61.9% | Added |
| Defiance ETFs, LLC | 4,254 | $368.6K | 0.01% | +4,254 | New |
| Verity Asset Management, Inc. | 4,254 | $368.6K | 0.15% | +491+13.0% | Added |
| Norway Savings Bank | 4,262 | $369.3K | 0.18% | +4,262 | New |
| Cromwell Holdings LLC | 4,234 | $369.9K | 0.21% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,273 | $370.3K | 0.05% | +192+4.7% | Added |
| Two Sigma Securities, LLC | 4,290 | $371.7K | 0.04% | +4,290 | New |
| Fiduciary Family Office, LLC | 4,333 | $375.5K | 0.11% | −4,069−48.4% | Reduced |
| Abbot Financial Management, Inc. | 4,336 | $375.7K | 0.16% | +42+1.0% | Added |
| Financial Advisors Network, Inc. | 4,351 | $377.0K | 0.05% | −2,530−36.8% | Reduced |
| PAX Financial Group, LLC | 4,380 | $379.6K | 0.06% | −274−5.9% | Reduced |
| Genesis Private Wealth, LLC | 4,390 | $380.4K | 0.12% | +1,657+60.6% | Added |
| Trustco Bank Corp N Y | 4,394 | $380.7K | 0.34% | −173−3.8% | Reduced |
| Polymer Capital Management (US) LLC | 4,398 | $381.1K | 0.06% | −8,065−64.7% | Reduced |
| CWA Asset Management Group, LLC | 4,398 | $381.1K | 0.01% | −706−13.8% | Reduced |
| Summit Investment Advisory Services, LLC | 4,399 | $381.2K | 0.14% | +8+0.2% | Added |
| BlueStem Wealth Partners, LLC | 4,402 | $381.4K | 0.04% | +61+1.4% | Added |
| Maia Wealth LLC | 4,414 | $382.5K | 0.06% | −31−0.7% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,416 | $382.6K | 0.01% | −29−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 4,423 | $383.3K | 0.13% | +296+7.2% | Added |
| Thrive Wealth Management, LLC | 4,424 | $383.3K | 0.06% | −1,145−20.6% | Reduced |
| US Asset Management LLC | 4,426 | $383.5K | 0.33% | −37−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $384.7K | 0.12% | −7−0.2% | Reduced |
| Northstar Asset Management LLC | 4,450 | $385.6K | 0.09% | −300−6.3% | Reduced |
| Oxford Financial Group Ltd | 4,469 | $387.2K | 0.02% | +4,469 | New |
| Chicago Trust Co NA | 4,482 | $388.4K | 0.06% | −2,848−38.9% | Reduced |
| Plimoth Trust Co LLC | 4,487 | $388.8K | 0.09% | −373−7.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,492 | $389.2K | 0.08% | +473+11.8% | Added |
| Shum Financial Group, Inc. | 4,495 | $389.5K | 0.28% | −327−6.8% | Reduced |
| Global View Capital Management LLC | 4,503 | $390.2K | 0.10% | −2,133−32.1% | Reduced |
| FRG Family Wealth Advisors LLC | 4,506 | $390.4K | 0.06% | −352−7.2% | Reduced |
| Fortis Capital Advisors, LLC | 4,512 | $391.0K | 0.05% | −155−3.3% | Reduced |
| Camden Capital, LLC | 4,525 | $392.1K | 0.03% | −1,935−30.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,526 | $392.2K | 0.07% | −27−0.6% | Reduced |
| Ambassador Advisors, LLC | 4,527 | $392.3K | 0.06% | −955−17.4% | Reduced |
| Sentinus, LLC | 4,543 | $393.7K | 0.04% | −1,347−22.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,546 | $393.9K | 0.02% | −371−7.5% | Reduced |
| Keebeck Wealth Management, LLC | 4,512 | $394.2K | 0.04% | +489+12.2% | Added |