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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 12,287 | $1.06M | 0.08% | −936−7.1% | Reduced |
| Cigna Investments Inc | 12,213 | $1.06M | 0.16% | 00.0% | Unchanged |
| Beacon Financial Group | 12,203 | $1.06M | 0.11% | −799−6.1% | Reduced |
| High Net Worth Advisory Group LLC | 12,176 | $1.06M | 0.25% | +10.0% | Added |
| Laurel Wealth Advisors LLC | 13,833 | $1.05M | 0.10% | +720+5.5% | Added |
| Shelton Wealth Management, LLC | 12,152 | $1.05M | 0.46% | +12,152 | New |
| Precision Wealth Strategies, LLC | 12,122 | $1.05M | 0.35% | −1,597−11.6% | Reduced |
| Schulhoff & Co Inc | 12,121 | $1.05M | 0.43% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 12,048 | $1.04M | 0.22% | −1,153−8.7% | Reduced |
| CFS Investment Advisory Services, LLC | 12,101 | $1.04M | 0.07% | −43−0.4% | Reduced |
| CSS LLC | 12,030 | $1.04M | 0.06% | +4,400+57.7% | Added |
| Pflug Koory, LLC | 11,999 | $1.04M | 0.48% | +37+0.3% | Added |
| Advyzon Investment Management, LLC | 11,926 | $1.03M | 0.09% | +2,537+27.0% | Added |
| Cape Ann Savings Bank | 11,921 | $1.03M | 0.52% | +159+1.4% | Added |
| Capital Investment Advisors, LLC | 11,904 | $1.03M | 0.02% | −252−2.1% | Reduced |
| Buckingham Strategic Partners | 11,882 | $1.03M | 0.01% | −12,527−51.3% | Reduced |
| First Commonwealth Financial Corp | 11,880 | $1.03M | 0.16% | +2,588+27.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 12,000 | $1.03M | 0.04% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 11,860 | $1.03M | 0.69% | −93−0.8% | Reduced |
| Aberdeen Wealth Management LLC | 11,854 | $1.03M | 0.47% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 11,837 | $1.03M | 0.64% | −3,598−23.3% | Reduced |
| Signature Wealth Management Group | 11,829 | $1.02M | 0.39% | +11,829 | New |
| Exeter Financial, LLC | 11,689 | $1.01M | 0.41% | +1,446+14.1% | Added |
| Diversified Management Inc | 11,688 | $1.01M | 0.17% | +8,422+257.9% | Added |
| Chilton Capital Management LLC | 11,659 | $1.01M | 0.04% | +679+6.2% | Added |
| Ameritas Investment Partners, Inc. | 11,655 | $1.01M | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 11,646 | $1.01M | 0.11% | −30−0.3% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 11,622 | $1.01M | 0.89% | −30,538−72.4% | Reduced |
| Guidance Capital, Inc | 12,935 | $1.01M | 0.23% | +556+4.5% | Added |
| Adviser Investments LLC | 11,603 | $1.01M | 0.01% | −1,341−10.4% | Reduced |
| Canandaigua National Corp | 11,603 | $1.01M | 0.09% | +11,603 | New |
| R Squared Ltd | 11,513 | $997.6K | 0.55% | +9,266+412.4% | Added |
| Belpointe Asset Management LLC | 11,461 | $993.2K | 0.04% | −5,251−31.4% | Reduced |
| Paragon Private Wealth Management, LLC | 11,454 | $992.5K | 0.31% | +1,035+9.9% | Added |
| Cidel Asset Management Inc | 11,452 | $992.3K | 0.05% | +1,908+20.0% | Added |
| Evolve Private Wealth, LLC | 11,448 | $992.0K | 0.05% | −3,602−23.9% | Reduced |
| Whitener Capital Management, Inc. | 11,344 | $983.0K | 0.22% | −350−3.0% | Reduced |
| Inscription Capital, LLC | 11,326 | $981.4K | 0.10% | −856−7.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,688 | $980.4K | 0.13% | −8,265−46.0% | Reduced |
| Meridian Wealth Management, LLC | 11,291 | $978.4K | 0.03% | +770+7.3% | Added |
| City Holding Co | 11,279 | $977.3K | 0.12% | +845+8.1% | Added |
| Epiq Partners, LLC | 11,253 | $975.1K | 0.46% | 00.0% | Unchanged |
| Central Trust Co | 11,229 | $973.0K | 0.02% | +1,179+11.7% | Added |
| Cahill Financial Advisors Inc | 11,229 | $973.0K | 0.11% | −791−6.6% | Reduced |
| 1st Source Bank | 11,223 | $972.5K | 0.05% | −585−5.0% | Reduced |
| TCM Advisors, LLC | – | $972.0K | 0.80% | – | – |
| Carnegie Lake Advisors LLC | 11,206 | $971.0K | 0.39% | −50−0.4% | Reduced |
| LVM Capital Management Ltd | 11,210 | $971.0K | 0.09% | −986−8.1% | Reduced |
| Insigneo Advisory Services, LLC | 11,191 | $969.7K | 0.07% | −200−1.8% | Reduced |
| Verition Fund Management LLC | 11,186 | $969.3K | 0.01% | −26,714−70.5% | Reduced |
| Stock Yards Bank & Trust Co | 11,168 | $967.7K | 0.03% | −1,527−12.0% | Reduced |
| Bigelow Investment Advisors, LLC | 11,125 | $964.0K | 0.39% | +121+1.1% | Added |
| Moody National Bank Trust Division | 11,107 | $962.4K | 0.09% | −74−0.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,100 | $961.8K | 0.05% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 11,100 | $961.8K | 0.80% | +11,100 | New |
| Nvest Financial, LLC | 11,077 | $959.8K | 0.36% | +6+0.1% | Added |
| Garton & Associates Financial Advisors LLC | 11,056 | $958.0K | 0.78% | +6,306+132.8% | Added |
| Jmac Enterprises LLC | 11,000 | $953.1K | 0.18% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,968 | $950.3K | 0.02% | +517+4.9% | Added |
| V-Square Quantitative Management LLC | 10,952 | $949.0K | 0.10% | +626+6.1% | Added |
| Sowell Financial Services LLC | 10,932 | $947.2K | 0.04% | +1,928+21.4% | Added |
| HBK Sorce Advisory LLC | 12,402 | $944.4K | 0.02% | −30−0.2% | Reduced |
| Calamos Wealth Management LLC | 10,881 | $942.8K | 0.03% | −3,115−22.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,861 | $941.1K | 0.02% | −153−1.4% | Reduced |
| CVA Family Office, LLC | 10,824 | $937.9K | 0.10% | +307+2.9% | Added |
| Private Trust Co NA | 10,704 | $927.5K | 0.08% | +508+5.0% | Added |
| TSP Capital Management Group, LLC | – | $927.2K | 0.23% | – | New |
| Bearing Point Capital, LLC | 10,681 | $925.5K | 0.14% | +495+4.9% | Added |
| Sava Infond d.o.o. | 10,680 | $925.4K | 0.13% | −580−5.2% | Reduced |
| Legacy Capital Group California, Inc. | 10,669 | $924.5K | 0.35% | −5,327−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 10,658 | $923.5K | 0.07% | −558−5.0% | Reduced |
| Alteri Wealth LLC | 10,652 | $923.0K | 0.30% | +474+4.7% | Added |
| Avantra Family Wealth, Inc. | 10,642 | $922.1K | 0.69% | +187+1.8% | Added |
| Colonial Trust Co | 10,553 | $914.4K | 0.12% | −190−1.8% | Reduced |
| Capital Investment Advisory Services, LLC | 10,446 | $905.1K | 0.07% | −322−3.0% | Reduced |
| Buckley Wealth Management, LLC | 10,346 | $904.0K | 0.23% | +615+6.3% | Added |
| Stableford Capital II LLC | 10,388 | $900.1K | 0.33% | +207+2.0% | Added |
| Tectonic Advisors LLC | 10,379 | $899.3K | 0.05% | −1,785−14.7% | Reduced |
| Blackhawk Capital Partners LLC. | 10,379 | $899.3K | 0.33% | −506−4.6% | Reduced |
| Connable Office Inc | 10,377 | $899.2K | 0.09% | +10,377 | New |
| Advisor OS, LLC | 10,370 | $898.6K | 0.07% | −3,969−27.7% | Reduced |
| Jones Kertz & Associates, Inc. | 10,348 | $896.7K | 0.48% | −50−0.5% | Reduced |
| Phillips Wealth Planners LLC | 11,995 | $894.1K | 0.67% | +905+8.2% | Added |
| Corundum Group, Inc. | 10,313 | $893.6K | 0.30% | +2,140+26.2% | Added |
| Unique Wealth Strategies, LLC | 10,309 | $893.3K | 0.37% | −1,843−15.2% | Reduced |
| Pictet & Cie (Europe) SA | 10,303 | $892.8K | 0.02% | +172+1.7% | Added |
| Saxon Interests, Inc. | 10,256 | $888.6K | 0.31% | −2,741−21.1% | Reduced |
| Wealth Alliance | 10,250 | $888.2K | 0.09% | +5,745+127.5% | Added |
| Paladin Wealth, LLC | 10,240 | $887.3K | 0.61% | −490−4.6% | Reduced |
| Kovack Advisors, Inc. | 10,279 | $887.0K | 0.05% | +495+5.1% | Added |
| Eagle Harbor Asset Management Inc | 10,224 | $885.9K | 0.76% | +332+3.4% | Added |
| PFG Investments, LLC | 10,215 | $885.1K | 0.04% | +1,140+12.6% | Added |
| Cypress Capital Advisors, LLC | 10,215 | $885.1K | 0.48% | −128−1.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,169 | $881.1K | 0.18% | +120+1.2% | Added |
| Truvestments Capital LLC | 10,158 | $880.2K | 0.16% | −259−2.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,142 | $878.8K | 0.23% | −162−1.6% | Reduced |
| Doliver Advisors, LP | 10,135 | $878.2K | 0.20% | −197−1.9% | Reduced |
| Fortress Private Ledger, LLC | 10,105 | $875.6K | 0.27% | +1,259+14.2% | Added |
| Prime Capital Investment Advisors, LLC | 10,013 | $867.6K | 0.01% | −168−1.7% | Reduced |
| Lyell Wealth Management, LP | 9,990 | $865.6K | 0.06% | −250−2.4% | Reduced |