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 |
|---|---|---|---|---|---|
| Larry Mathis Financial Planning, LLC | 4,564 | $395.5K | 0.35% | −124−2.6% | Reduced |
| Millstone Evans Group, LLC | 4,568 | $395.8K | 0.24% | −212−4.4% | Reduced |
| Mechanics Financial Corp | 4,570 | $396.0K | 0.17% | −166−3.5% | Reduced |
| Simplex Trading, LLC | 4,575 | $396.4K | 0.01% | +3,844+525.9% | Added |
| Tudor Investment Corp Et Al | 4,591 | $397.8K | 0.00% | +4,591 | New |
| Seamount Financial Group Inc | 4,622 | $400.5K | 0.18% | +250+5.7% | Added |
| Advus Financial Partners, LLC | 4,630 | $401.2K | 0.10% | −245−5.0% | Reduced |
| Wynn Capital, LLC | 4,633 | $401.4K | 0.21% | +139+3.1% | Added |
| Leo Wealth, LLC | 4,643 | $402.3K | 0.03% | −290−5.9% | Reduced |
| North Star Asset Management Inc | 4,669 | $404.6K | 0.02% | +1,470+46.0% | Added |
| Aventura Private Wealth, LLC | 4,674 | $405.0K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,678 | $405.4K | 0.14% | −281−5.7% | Reduced |
| Comgest Global Investors S.A.S. | 4,684 | $405.9K | 0.01% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,688 | $406.0K | 0.05% | +4,688 | New |
| Summit Global Investments | 4,709 | $408.0K | 0.02% | −1,449−23.5% | Reduced |
| Radnor Capital Management, LLC | 4,720 | $409.0K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $411.1K | 0.07% | +4,744 | New |
| Chiron Capital Management, LLC | 4,746 | $411.2K | 0.42% | +4,746 | New |
| Moss Adams Wealth Advisors LLC | 4,714 | $411.6K | 0.03% | +597+14.5% | Added |
| Cascades Capital Asset Management, LLC | 4,753 | $411.8K | 0.17% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,775 | $413.8K | 0.19% | −900−15.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,797 | $415.7K | 0.01% | −2,033−29.8% | Reduced |
| Sandro Wealth Management LLC | 4,812 | $417.0K | 0.33% | +9+0.2% | Added |
| Advisory Alpha, LLC | 4,823 | $417.9K | 0.01% | +951+24.6% | Added |
| First Affirmative Financial Network | 4,844 | $419.7K | 0.16% | +4,844 | New |
| Widmann Financial Services, Inc. | 4,857 | $420.9K | 0.25% | +595+14.0% | Added |
| Independence Bank of Kentucky | 4,873 | $422.2K | 0.05% | −252−4.9% | Reduced |
| One Capital Management, LLC | 4,878 | $422.7K | 0.01% | +183+3.9% | Added |
| Custom Index Systems, LLC | 4,879 | $422.8K | 0.18% | +4,879 | New |
| Oversea-Chinese Banking CORP Ltd | 4,883 | $423.0K | 0.01% | +4,883 | New |
| Westerkirk Capital Inc. | 4,895 | $424.2K | 0.05% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,903 | $424.9K | 0.08% | +459+10.3% | Added |
| First County Bank | 4,934 | $427.5K | 0.23% | +1,004+25.5% | Added |
| Chaney Capital Management, Inc. | 4,939 | $428.0K | 0.15% | +139+2.9% | Added |
| Investment Research Partners LLC | 4,945 | $428.5K | 0.17% | −569−10.3% | Reduced |
| Fiduciary Group LLC | 4,971 | $430.7K | 0.04% | +63+1.3% | Added |
| Prairiewood Capital, LLC | 4,980 | $431.5K | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,033 | $431.5K | 0.08% | +5,033 | New |
| Alta Advisers Ltd | 4,985 | $431.9K | 0.16% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 5,000 | $433.3K | 0.32% | −150−2.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $433.3K | 0.22% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,015 | $434.6K | 0.08% | −16−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,032 | $436.0K | 0.03% | +25+0.5% | Added |
| Goldstone Financial Group, LLC | 5,035 | $436.3K | 0.05% | −1,093−17.8% | Reduced |
| Jeppson Wealth Management, LLC | 5,042 | $436.9K | 0.14% | +890+21.4% | Added |
| CenterStar Asset Management, LLC | 5,048 | $437.1K | 0.42% | +5,048 | New |
| Stokes Capital Advisors, LLC | 5,046 | $437.2K | 0.10% | +5,046 | New |
| Ocean Capital Management, LLC | 5,082 | $440.4K | 0.09% | +66+1.3% | Added |
| Beta Wealth Group, Inc. | 5,120 | $443.7K | 0.18% | +975+23.5% | Added |
| Alliance Wealth Advisors, LLC | 5,128 | $444.3K | 0.21% | +14+0.3% | Added |
| Howard Capital Management Inc. | 5,131 | $444.6K | 0.01% | −5,013−49.4% | Reduced |
| Patten Group, Inc. | 5,134 | $444.9K | 0.08% | −146−2.8% | Reduced |
| Register Financial Advisors LLC | 5,141 | $445.4K | 0.16% | +547+11.9% | Added |
| Washington Trust Bank | 5,141 | $445.5K | 0.03% | −16−0.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,145 | $445.8K | 0.08% | +5+0.1% | Added |
| Axecap Investments, LLC | 5,146 | $445.9K | 0.31% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,154 | $447.2K | 0.03% | −43−0.8% | Reduced |
| Davidson Trust Co | 5,166 | $447.6K | 0.19% | +31+0.6% | Added |
| Bank of Jackson Hole Trust | 5,171 | $448.1K | 0.22% | +186+3.7% | Added |
| Pines Wealth Management, LLC | 5,173 | $448.2K | 0.15% | +355+7.4% | Added |
| Eagle Rock Investment Company, LLC | 5,180 | $448.8K | 0.07% | +364+7.6% | Added |
| City State Bank | 5,211 | $451.5K | 0.12% | −300−5.4% | Reduced |
| Plan A Wealth LLC | 5,234 | $453.5K | 0.22% | +356+7.3% | Added |
| Cambridge Advisors Inc. | 5,235 | $453.6K | 0.09% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 5,256 | $455.4K | 0.06% | −2,201−29.5% | Reduced |
| Jupiter Wealth Management LLC | 6,000 | $457.3K | 0.18% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,280 | $457.5K | 0.05% | −3,752−41.5% | Reduced |
| Aviance Capital Partners, LLC | 5,287 | $458.1K | 0.05% | −30−0.6% | Reduced |
| Values First Advisors, Inc. | 5,304 | $459.6K | 0.24% | +141+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $460.1K | 0.21% | −6,653−55.6% | Reduced |
| Shepherd Financial Partners LLC | 5,319 | $460.9K | 0.04% | +14+0.3% | Added |
| Forefront Analytics, LLC | 5,319 | $460.9K | 0.42% | +1,039+24.3% | Added |
| Hunter Associates Investment Management LLC | 5,302 | $461.0K | 0.06% | +37+0.7% | Added |
| Ti-Trust, Inc | 5,335 | $462.3K | 0.27% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 5,337 | $462.5K | 0.13% | −157−2.9% | Reduced |
| Impact Partnership Wealth, LLC | 5,361 | $464.5K | 0.06% | −912−14.5% | Reduced |
| Cypress Capital Group | 5,365 | $464.9K | 0.05% | +66+1.2% | Added |
| Legacy Advisory Services, LLC | 5,365 | $464.9K | 0.35% | −651−10.8% | Reduced |
| Red Door Wealth Management, LLC | 5,401 | $468.0K | 0.05% | +1,044+24.0% | Added |
| Qsemble Capital Management, LP | 5,403 | $468.2K | 0.04% | −8,910−62.3% | Reduced |
| DecisionMap Wealth Management, LLC | 5,409 | $468.7K | 0.30% | −448−7.6% | Reduced |
| PFG Advisors | 5,421 | $469.7K | 0.02% | +682+14.4% | Added |
| FSM Wealth Advisors, LLC | 5,455 | $472.7K | 0.06% | −114−2.0% | Reduced |
| Athena Investment Management | 5,458 | $472.9K | 0.25% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 5,461 | $473.2K | 0.36% | +372+7.3% | Added |
| Applied Capital LLC | 5,466 | $473.6K | 0.34% | −100−1.8% | Reduced |
| WealthPlan Investment Management, LLC | 5,466 | $473.6K | 0.03% | +5,466 | New |
| Ashton Thomas Securities, LLC | 5,474 | $474.5K | 0.06% | +5,474 | New |
| Woodward Diversified Capital, LLC | 5,515 | $475.4K | 0.22% | +199+3.7% | Added |
| New England Research & Management, Inc. | 5,513 | $477.7K | 0.20% | −300−5.2% | Reduced |
| Prudent Man Advisors, LLC | 5,523 | $478.6K | 0.14% | +1,919+53.2% | Added |
| Capital Management Associates, Inc | 5,540 | $480.0K | 0.11% | −449−7.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,552 | $481.1K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,559 | $481.7K | 0.01% | +2,000+56.2% | Added |
| Archer Investment Corp | 5,579 | $483.4K | 0.10% | +301+5.7% | Added |
| Seelaus Asset Management LLC | 5,590 | $484.4K | 0.35% | +250+4.7% | Added |
| Abacus Wealth Partners, LLC | 5,594 | $484.7K | 0.04% | +328+6.2% | Added |
| Legacy Financial Advisors, Inc. | 5,598 | $485.1K | 0.07% | −1,429−20.3% | Reduced |
| Finward Bancorp | 5,600 | $485.2K | 0.39% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 5,618 | $486.8K | 0.32% | −101−1.8% | Reduced |