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 |
|---|---|---|---|---|---|
| Evansbrook LLC | 5,622 | $487.1K | 0.33% | +5,622 | New |
| First National Bank & Trust Co of Newtown | 5,629 | $487.7K | 0.11% | −1,460−20.6% | Reduced |
| Trustmark National Bank Trust Department | 5,633 | $488.1K | 0.03% | −8,700−60.7% | Reduced |
| Gsa Capital Partners LLP | 5,653 | $490.0K | 0.03% | −12,505−68.9% | Reduced |
| Indivisible Partners | 5,657 | $490.1K | 0.04% | +5,657 | New |
| Valmark Advisers, Inc. | 5,663 | $490.7K | 0.01% | +965+20.5% | Added |
| Loudon Investment Management, LLC | 5,672 | $491.5K | 0.26% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 5,723 | $495.9K | 0.22% | −1,706−23.0% | Reduced |
| Hodges Capital Management Inc. | 5,733 | $496.8K | 0.04% | −20,619−78.2% | Reduced |
| Los Angeles Capital Management LLC | 5,736 | $497.0K | 0.00% | −2,117−27.0% | Reduced |
| Oslo Pensjonsforsikring AS | 5,736 | $497.0K | 0.08% | +5,736 | New |
| Avantax Planning Partners, Inc. | 5,736 | $497.0K | 0.01% | −112−1.9% | Reduced |
| Curbstone Financial Management Corp | 5,744 | $497.7K | 0.10% | +150+2.7% | Added |
| HighPoint Advisor Group LLC | 5,748 | $498.0K | 0.02% | −32,769−85.1% | Reduced |
| Asset One Wealth Management LLC | 6,081 | $498.6K | 0.06% | +3,856+173.3% | Added |
| Mayflower Financial Advisors, LLC | 5,779 | $500.8K | 0.06% | −430−6.9% | Reduced |
| Roffman Miller Associates Inc | 5,795 | $502.1K | 0.03% | −2,522−30.3% | Reduced |
| KPP Advisory Services LLC | 5,797 | $502.3K | 0.07% | −823−12.4% | Reduced |
| LSV Asset Management | 5,800 | $503.0K | 0.00% | 00.0% | Unchanged |
| Natural Investments, LLC | 5,810 | $503.0K | 0.12% | +909+18.5% | Added |
| Venturi Wealth Management, LLC | 5,827 | $504.9K | 0.02% | +375+6.9% | Added |
| Marex Group plc | 5,840 | $506.0K | 0.01% | +1,667+39.9% | Added |
| BIP Wealth, LLC | 5,841 | $506.1K | 0.02% | +272+4.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,845 | $506.5K | 0.41% | +7+0.1% | Added |
| Optas, LLC | 5,857 | $507.5K | 0.08% | −892−13.2% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 5,864 | $508.1K | 0.30% | +5,864 | New |
| Copley Financial Group, Inc. | 5,868 | $508.5K | 0.31% | −428−6.8% | Reduced |
| First PREMIER Bank | 5,887 | $510.0K | 0.12% | +80+1.4% | Added |
| Coastwise Capital Group, LLC | 5,900 | $511.2K | 0.28% | +400+7.3% | Added |
| SeaCrest Wealth Management, LLC | 5,938 | $514.5K | 0.06% | −663−10.0% | Reduced |
| Global X Japan Co., Ltd. | 5,994 | $519.4K | 0.03% | −26−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 6,003 | $520.2K | 0.02% | −443−6.9% | Reduced |
| Aegis Wealth Management LLC | 6,006 | $520.4K | 0.30% | −422−6.6% | Reduced |
| Abel Hall, LLC | 6,010 | $520.8K | 0.11% | +6,010 | New |
| Everhart Financial Group, Inc. | 6,020 | $521.6K | 0.04% | +655+12.2% | Added |
| Financial Management Professionals, Inc. | 6,034 | $527.1K | 0.06% | −1,733−22.3% | Reduced |
| Angeles Wealth Management, LLC | 6,043 | $527.8K | 0.03% | +553+10.1% | Added |
| IVC Wealth Advisors LLC | 6,096 | $528.2K | 0.23% | +320+5.5% | Added |
| Ipsen Advisor Group LLC | 6,101 | $528.6K | 0.37% | +149+2.5% | Added |
| Van Diest Capital, LLC | 6,108 | $529.2K | 0.42% | +2,252+58.4% | Added |
| AssuredPartners Investment Advisors, LLC | 6,135 | $529.3K | 0.06% | −2,072−25.2% | Reduced |
| Nemes Rush Group LLC | 6,118 | $530.1K | 0.05% | +30+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,125 | $530.7K | 0.08% | +82+1.4% | Added |
| RDA Financial Network | 6,148 | $532.7K | 0.13% | +1,698+38.2% | Added |
| Gateway Wealth Partners, LLC | 6,184 | $535.9K | 0.02% | +6,184 | New |
| General Partner, Inc. | 6,199 | $537.1K | 0.33% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,203 | $537.5K | 0.05% | +408+7.0% | Added |
| North Dallas Bank & Trust Co | 6,272 | $543.5K | 0.37% | +100+1.6% | Added |
| Trinity Legacy Partners, LLC | 6,168 | $543.5K | 0.12% | −56,169−90.1% | Reduced |
| Sittner & Nelson, LLC | 6,273 | $543.6K | 0.20% | −390−5.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,297 | $545.6K | 0.25% | +551+9.6% | Added |
| Tred Avon Family Wealth, LLC | 6,297 | $545.6K | 0.18% | −79−1.2% | Reduced |
| GTS Securities LLC | 6,345 | $549.8K | 0.02% | −7,936−55.6% | Reduced |
| Cambria Investment Management, L.P. | 6,370 | $552.0K | 0.03% | +3,236+103.3% | Added |
| Biltmore Wealth Management, LLC | 6,370 | $552.0K | 0.20% | +33+0.5% | Added |
| Marino, Stram & Associates LLC | 6,374 | $552.3K | 0.10% | −486−7.1% | Reduced |
| Clark & Stuart, Inc | 6,327 | $552.7K | 0.37% | +500+8.6% | Added |
| Windsor Capital Management, LLC | 6,389 | $553.6K | 0.16% | −297−4.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,400 | $554.6K | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,421 | $556.4K | 0.01% | +2,513+64.3% | Added |
| Syntax Research, Inc. | 6,440 | $558.0K | 0.36% | −539−7.7% | Reduced |
| Xxi Wealth, LLC | 6,445 | $558.5K | 0.32% | −2,070−24.3% | Reduced |
| Mitchell Sinkler & Starr | 6,459 | $559.7K | 0.26% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 6,463 | $560.0K | 0.03% | −12,882−66.6% | Reduced |
| Great Oak Capital Partners, LLC | 6,337 | $561.8K | 0.13% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 6,556 | $562.1K | 0.46% | +6,556 | New |
| Aspen Investment Management Inc | 6,534 | $566.0K | 0.17% | −125−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,547 | $567.4K | 0.01% | +2,144+48.7% | Added |
| White Pine Capital LLC | 6,550 | $567.6K | 0.15% | +20.0% | Added |
| Atticus Wealth Management, LLC | 6,554 | $567.9K | 0.15% | +22+0.3% | Added |
| Laurel Oak Wealth Management, LLC | 6,555 | $568.0K | 0.10% | +2,273+53.1% | Added |
| Inlet Private Wealth, LLC | 6,600 | $571.9K | 0.15% | −5,450−45.2% | Reduced |
| Shrier Wealth Management, LLC | 6,629 | $574.4K | 0.21% | +2,040+44.5% | Added |
| Childress Capital Advisors, LLC | 6,633 | $574.7K | 0.10% | −510−7.1% | Reduced |
| Home Federal Bank of Tennessee | 6,682 | $579.0K | 0.14% | +6,682 | New |
| VELA Investment Management, LLC | 6,686 | $579.3K | 0.15% | +840+14.4% | Added |
| Value Investment Professionals, LLC | 6,702 | $580.7K | 1.28% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,728 | $583.0K | 0.04% | +1,168+21.0% | Added |
| Credit Industriel Et Commercial | 6,738 | $583.8K | 0.09% | +2,092+45.0% | Added |
| Gilbert & Cook, Inc. | 6,760 | $585.8K | 0.08% | +89+1.3% | Added |
| Papp L Roy & Associates | 6,761 | $585.8K | 0.07% | +27+0.4% | Added |
| Valley National Advisers Inc | 6,769 | $586.0K | 0.08% | −7−0.1% | Reduced |
| Englebert Financial Advisers, LLC | 6,773 | $586.9K | 0.67% | −119−1.7% | Reduced |
| Destination Wealth Management | 6,778 | $587.3K | 0.02% | +407+6.4% | Added |
| First Manhattan Co | 6,746 | $589.3K | 0.00% | +906+15.5% | Added |
| Jamison Private Wealth Management, Inc. | 6,814 | $590.4K | 0.07% | +249+3.8% | Added |
| Cypress Wealth Services, LLC | 6,822 | $591.1K | 0.08% | −104−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 6,825 | $591.4K | 0.02% | −749−9.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,789 | $591.9K | 0.04% | +1,789+35.8% | Added |
| Caldwell Trust Co | 6,836 | $592.3K | 0.05% | +96+1.4% | Added |
| MONECO Advisors, LLC | 6,862 | $594.6K | 0.05% | +48+0.7% | Added |
| ORG Wealth Partners, LLC | 6,867 | $595.0K | 0.12% | +588+9.4% | Added |
| Fiduciary Financial Group, LLC | 6,891 | $597.1K | 0.08% | +106+1.6% | Added |
| Colter Lewis Investment Partners LLC | 6,836 | $597.2K | 0.56% | +6,836 | New |
| Centaurus Financial, Inc. | 6,928 | $600.0K | 0.03% | +151+2.2% | Added |
| Autumn Glory Partners, LLC | 6,932 | $600.7K | 0.22% | −31,936−82.2% | Reduced |
| Frec Markets, Inc. | 6,979 | $604.7K | 0.10% | +1,488+27.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,990 | $605.7K | 0.07% | +1,295+22.7% | Added |
| Capula Management Ltd | 6,991 | $605.8K | 0.01% | +4,405+170.3% | Added |
| Roberts Glore & Co Inc | 6,997 | $606.3K | 0.17% | +834+13.5% | Added |