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; 2,149 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
- 2,256
- −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
- 900 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Nwam LLC | 16,273 | $1.41M | 0.08% | +374+2.4% | Added |
| HM Payson & Co | 16,255 | $1.41M | 0.02% | −359−2.2% | Reduced |
| Cypress Asset Management Inc | 16,172 | $1.40M | 0.32% | −485−2.9% | Reduced |
| Perigon Wealth Management, LLC | 16,088 | $1.39M | 0.03% | −1,749−9.8% | Reduced |
| SNS Financial Group, LLC | 15,942 | $1.39M | 0.12% | +947+6.3% | Added |
| XML Financial, LLC | 16,056 | $1.39M | 0.11% | −2,106−11.6% | Reduced |
| Premier Path Wealth Partners, LLC | 16,055 | $1.39M | 0.18% | −549−3.3% | Reduced |
| WealthShield Partners, LLC | 16,053 | $1.39M | 0.15% | +16,053 | New |
| Miller Investment Management, LP | 15,885 | $1.38M | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,849 | $1.37M | 0.04% | +1,567+11.0% | Added |
| BCS Private Wealth Management, Inc. | 15,684 | $1.37M | 0.42% | +7,404+89.4% | Added |
| MV Capital Management, Inc. | 15,806 | $1.37M | 0.13% | −1,680−9.6% | Reduced |
| Crux Wealth Advisors | 15,785 | $1.37M | 0.53% | +257+1.7% | Added |
| Sargent Investment Group, LLC | 15,782 | $1.37M | 0.18% | +2,245+16.6% | Added |
| Sawgrass Asset Management LLC | 15,771 | $1.37M | 0.21% | +88+0.6% | Added |
| Paradigm Financial Partners, LLC | 15,760 | $1.37M | 0.25% | −45,117−74.1% | Reduced |
| Kentucky Trust Co | 15,703 | $1.36M | 0.71% | −204−1.3% | Reduced |
| DoubleLine ETF Adviser LP | 15,699 | $1.36M | 0.52% | +15,699 | New |
| Lynch & Associates | 15,565 | $1.35M | 0.25% | +368+2.4% | Added |
| Nicholas Hoffman & Company, LLC. | 15,550 | $1.35M | 0.03% | −37−0.2% | Reduced |
| Vista Investment Partners LLC | 15,546 | $1.35M | 0.36% | −88−0.6% | Reduced |
| Oak Associates, Ltd | 15,485 | $1.34M | 0.09% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 15,478 | $1.34M | 1.02% | −607−3.8% | Reduced |
| NBT Bank N A | 15,435 | $1.34M | 0.09% | −114−0.7% | Reduced |
| Rothschild Investment LLC | 15,374 | $1.33M | 0.07% | −2,382−13.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15,269 | $1.33M | 0.21% | +40.0% | Added |
| Valeo Financial Advisors, LLC | 15,308 | $1.33M | 0.03% | −6,678−30.4% | Reduced |
| Westside Investment Management, Inc. | 15,282 | $1.32M | 0.20% | −2,995−16.4% | Reduced |
| MSH Capital Advisors LLC | 15,270 | $1.32M | 0.28% | +113+0.7% | Added |
| Harrington Investments, INC | 15,173 | $1.31M | 0.69% | −65−0.4% | Reduced |
| Davis Capital Management | 15,115 | $1.31M | 0.89% | +641+4.4% | Added |
| Benin Management CORP | 15,074 | $1.31M | 0.29% | −20.0% | Reduced |
| Creative Financial Designs Inc | 15,013 | $1.30M | 0.08% | −3,111−17.2% | Reduced |
| Aprio Wealth Management, LLC | 14,958 | $1.30M | 0.07% | −1,681−10.1% | Reduced |
| Simplicity Wealth,LLC | 14,936 | $1.29M | 0.07% | −1,990−11.8% | Reduced |
| SRS Capital Advisors, Inc. | 15,381 | $1.29M | 0.04% | −11,982−43.8% | Reduced |
| Cove Private Wealth, LLC | 14,872 | $1.29M | 0.29% | +43+0.3% | Added |
| Greenleaf Trust | 14,848 | $1.29M | 0.01% | −493−3.2% | Reduced |
| Tower Trust & Investment Co | 14,847 | $1.29M | 0.84% | +13,597+1,087.8% | Added |
| Gibbs Wealth Management | 14,835 | $1.29M | 0.17% | −266−1.8% | Reduced |
| Krilogy Financial LLC | 14,953 | $1.28M | 0.04% | −3,777−20.2% | Reduced |
| Cornerstone Wealth Management, LLC | 14,751 | $1.28M | 0.06% | +83+0.6% | Added |
| Virtu Financial LLC | 14,745 | $1.28M | 0.05% | +901+6.5% | Added |
| Studio Investment Management LLC | 14,616 | $1.28M | 0.23% | +548+3.9% | Added |
| Hilton Head Capital Partners, LLC | 14,728 | $1.28M | 0.72% | +61+0.4% | Added |
| New Age Alpha Advisors, LLC | 14,601 | $1.27M | 0.06% | +4,050+38.4% | Added |
| Change Path, LLC | 14,598 | $1.26M | 0.03% | +490+3.5% | Added |
| KCM Investment Advisors LLC | 14,579 | $1.26M | 0.04% | +488+3.5% | Added |
| Nomura Holdings Inc | 14,570 | $1.26M | 0.01% | −352,371−96.0% | Reduced |
| Provident Investment Management, Inc. | 14,457 | $1.25M | 0.12% | +11,607+407.3% | Added |
| Kesler, Norman & Wride, LLC | 14,442 | $1.25M | 0.22% | +165+1.2% | Added |
| Perpetual Ltd | 14,393 | $1.25M | 0.02% | +1,172+8.9% | Added |
| Frank, Rimerman Advisors LLC | 14,365 | $1.24M | 0.08% | +1,274+9.7% | Added |
| Atlantic Union Bankshares Corp | 14,328 | $1.24M | 0.02% | −973−6.4% | Reduced |
| Profund Advisors LLC | 14,327 | $1.24M | 0.05% | −6,540−31.3% | Reduced |
| Trust Asset Management LLC | 14,302 | $1.24M | 0.09% | 00.0% | Unchanged |
| Iowa State Bank | 14,275 | $1.24M | 0.23% | −3,740−20.8% | Reduced |
| Naviter Wealth, LLC | 14,148 | $1.24M | 0.15% | −2,137−13.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,189 | $1.23M | 0.00% | +14,189 | New |
| Aaron Wealth Advisors | 14,181 | $1.23M | 0.07% | −14,885−51.2% | Reduced |
| Atomi Financial Group, Inc. | 14,175 | $1.23M | 0.04% | −2,221−13.5% | Reduced |
| Qtron Investments LLC | 14,158 | $1.23M | 0.17% | +60.0% | Added |
| Lederer & Associates Investment Counsel | 14,099 | $1.22M | 0.87% | +68+0.5% | Added |
| Main Street Financial Solutions, LLC | 14,102 | $1.22M | 0.09% | +695+5.2% | Added |
| Intrua Financial, LLC | 14,089 | $1.22M | 0.13% | +533+3.9% | Added |
| Clare Market Investments LLC | 13,827 | $1.20M | 0.25% | +13,827 | New |
| Essex Financial Services, Inc. | 13,824 | $1.20M | 0.07% | −584−4.1% | Reduced |
| Citizens National Bank Trust Department | 13,698 | $1.19M | 0.20% | −10−0.1% | Reduced |
| Phoenix Holdings Ltd. | 12,885 | $1.19M | 0.01% | −33,718−72.4% | Reduced |
| LS Investment Advisors, LLC | 13,665 | $1.18M | 0.18% | +442+3.3% | Added |
| Sentry LLC | 13,604 | $1.18M | 0.38% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 13,596 | $1.18M | 0.19% | +13,596 | New |
| Raleigh Capital Management Inc. | 13,528 | $1.17M | 0.40% | +10,198+306.2% | Added |
| Uniplan Investment Counsel, Inc. | 13,518 | $1.17M | 0.12% | −298−2.2% | Reduced |
| Axq Capital, LP | 13,487 | $1.17M | 0.15% | +13,487 | New |
| Miramontes Capital, LLC | 13,467 | $1.17M | 0.40% | +389+3.0% | Added |
| LVW Advisors, LLC | 13,375 | $1.16M | 0.11% | −16,120−54.7% | Reduced |
| Probity Advisors, Inc. | 13,252 | $1.15M | 0.18% | −163−1.2% | Reduced |
| St. Clair Advisors, LLC | 13,219 | $1.15M | 0.30% | −1,443−9.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 13,212 | $1.14M | 0.28% | +1,125+9.3% | Added |
| Chesley Taft & Associates LLC | 13,198 | $1.14M | 0.05% | −64−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 13,156 | $1.14M | 0.02% | −16,173−55.1% | Reduced |
| Outfitter Financial LLC | 13,145 | $1.14M | 0.88% | −80−0.6% | Reduced |
| Ballast, Inc. | 12,939 | $1.12M | 0.26% | +151+1.2% | Added |
| Investors Research Corp | 12,911 | $1.12M | 0.21% | −810−5.9% | Reduced |
| Drake & Associates, LLC | 12,851 | $1.11M | 0.21% | −5,287−29.1% | Reduced |
| Independent Financial Group, LLC | 12,843 | $1.11M | 0.02% | −3,187−19.9% | Reduced |
| Hilltop Holdings Inc. | 12,840 | $1.11M | 0.10% | −8,252−39.1% | Reduced |
| Leisure Capital Management | 12,810 | $1.11M | 0.39% | −662−4.9% | Reduced |
| Fayez Sarofim & Co | 12,795 | $1.11M | 0.00% | −15,300−54.5% | Reduced |
| Bank Ozk | 12,742 | $1.10M | 0.39% | −1,336−9.5% | Reduced |
| Castlekeep Investment Advisors LLC | 12,682 | $1.10M | 0.60% | +2,270+21.8% | Added |
| CrossGen Wealth, LLC | 12,669 | $1.10M | 0.96% | −348−2.7% | Reduced |
| Journey Strategic Wealth LLC | 12,664 | $1.10M | 0.03% | +2,584+25.6% | Added |
| Conning Inc. | 12,579 | $1.09M | 0.04% | +250+2.0% | Added |
| Alexander Randolph Advisory, Inc. | 12,567 | $1.09M | 0.94% | 00.0% | Unchanged |
| Golden State Equity Partners | 12,514 | $1.08M | 0.08% | +5,925+89.9% | Added |
| Patten & Patten Inc | 12,466 | $1.08M | 0.07% | −35−0.3% | Reduced |
| M Holdings Securities, Inc. | 12,704 | $1.08M | 0.07% | +237+1.9% | Added |
| International Assets Investment Management, LLC | 12,464 | $1.07M | 0.07% | +873+7.5% | Added |