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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 9,963 | $863.3K | 0.09% | −1,255−11.2% | Reduced |
| Stonebrook Private Inc. | 9,948 | $862.0K | 0.18% | −362−3.5% | Reduced |
| Wealthspire Advisors, LLC | 9,927 | $860.2K | 0.01% | −1,607−13.9% | Reduced |
| Bowen Hanes & Co Inc | 9,904 | $858.2K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,902 | $858.0K | 0.01% | −653−6.2% | Reduced |
| Intrust Bank NA | 9,892 | $857.1K | 0.07% | +1,200+13.8% | Added |
| Beacon Financial Advisory LLC | 9,888 | $856.8K | 0.19% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 9,857 | $856.7K | 0.04% | +128+1.3% | Added |
| Dudley Capital Management, LLC | 9,864 | $854.7K | 0.38% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 9,850 | $853.5K | 0.44% | +565+6.1% | Added |
| Meriwether Wealth & Planning, LLC | 9,827 | $851.5K | 0.47% | +239+2.5% | Added |
| Advisor Resource Council | 9,819 | $850.8K | 0.34% | −201−2.0% | Reduced |
| Keystone Financial Services | 9,794 | $848.6K | 0.25% | +970+11.0% | Added |
| Grove Bank & Trust | 9,778 | $847.3K | 0.10% | −99−1.0% | Reduced |
| Brighton Jones LLC | 9,762 | $845.9K | 0.02% | +9,762 | New |
| MQS Management LLC | 9,736 | $843.6K | 0.57% | +2,880+42.0% | Added |
| Altfest L J & Co Inc | 9,732 | $843.3K | 0.09% | +43+0.4% | Added |
| Diligent Investors, LLC | 9,659 | $837.0K | 0.21% | 00.0% | Unchanged |
| Christine Messmer PC | 9,618 | $833.4K | 0.53% | −440−4.4% | Reduced |
| Banque Transatlantique SA | 9,606 | $832.4K | 0.02% | +9,606 | New |
| FDx Advisors, Inc. | 9,520 | $825.0K | 0.26% | +9,520 | New |
| Bangor Savings Bank | 9,464 | $820.1K | 0.07% | −226−2.3% | Reduced |
| Dynasty Wealth Management, LLC | 9,451 | $819.0K | 0.01% | −3,621−27.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,428 | $817.0K | 0.17% | +488+5.5% | Added |
| American State Bank (Iowa) | 9,418 | $816.1K | 0.39% | +288+3.2% | Added |
| Syon Capital LLC | 9,410 | $815.4K | 0.04% | −7,916−45.7% | Reduced |
| Live Oak Investment Partners | 9,380 | $812.8K | 0.48% | +584+6.6% | Added |
| Persium Advisors, LLC | 9,366 | $811.6K | 0.64% | +538+6.1% | Added |
| Cooper Financial Group | 9,320 | $807.5K | 0.08% | +244+2.7% | Added |
| Ausdal Financial Partners, Inc. | 9,307 | $806.6K | 0.04% | +4,558+96.0% | Added |
| Monetary Management Group Inc | 9,300 | $805.8K | 0.19% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,268 | $803.1K | 0.04% | −4,132−30.8% | Reduced |
| Lipe & Dalton | 9,250 | $802.0K | 0.42% | −1,500−14.0% | Reduced |
| Delta Financial Advisors LLC | 9,225 | $799.3K | 0.21% | +6,260+211.1% | Added |
| LRI Investments, LLC | 9,222 | $799.1K | 0.07% | +876+10.5% | Added |
| Clear Harbor Asset Management, LLC | 9,189 | $796.2K | 0.06% | −48−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 9,188 | $796.1K | 0.04% | −61−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 9,164 | $794.0K | 0.06% | −30−0.3% | Reduced |
| Anchor Capital Advisors LLC | 9,154 | $793.2K | 0.02% | −344−3.6% | Reduced |
| VestGen Advisors, LLC | 10,271 | $789.0K | 0.02% | −6,300−38.0% | Reduced |
| Aurdan Capital Management, LLC | 9,042 | $783.5K | 0.24% | −1,887−17.3% | Reduced |
| EverSource Wealth Advisors, LLC | 9,037 | $783.1K | 0.02% | −777−7.9% | Reduced |
| Pingora Partners LLC | 9,000 | $779.9K | 0.46% | +8,500+1,700.0% | Added |
| Rockland Trust Co | 8,975 | $777.7K | 0.03% | +77+0.9% | Added |
| Winch Advisory Services, LLC | 8,973 | $777.5K | 0.18% | +39+0.4% | Added |
| Sumitomo Life Insurance Co | 8,972 | $777.4K | 0.02% | +196+2.2% | Added |
| Kathmere Capital Management, LLC | 8,963 | $776.6K | 0.05% | −2,345−20.7% | Reduced |
| Accredited Investors Inc. | 8,944 | $775.0K | 0.04% | −787−8.1% | Reduced |
| Crumly & Associates Inc. | 8,934 | $774.2K | 0.16% | +1,325+17.4% | Added |
| Lantern Wealth Advisors, LLC | 8,926 | $773.4K | 0.40% | −662−6.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,886 | $770.0K | 0.21% | +1,858+26.4% | Added |
| Bank of Stockton | 8,882 | $769.6K | 0.24% | +1,689+23.5% | Added |
| Strategic Investment Advisors | 8,875 | $768.6K | 0.05% | +5,303+148.5% | Added |
| Hudson Portfolio Management LLC | 8,855 | $767.3K | 0.65% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 8,808 | $763.2K | 0.74% | −1,000−10.2% | Reduced |
| Souders Financial Advisors | 8,806 | $763.0K | 0.09% | +6,673+312.8% | Added |
| Clark Wealth Partners | 8,728 | $762.4K | 0.51% | +291+3.4% | Added |
| Old National Bancorp | 8,783 | $761.0K | 0.01% | −170−1.9% | Reduced |
| Xcel Wealth Management, LLC | 8,781 | $760.9K | 0.21% | −514−5.5% | Reduced |
| Malaga Cove Capital, LLC | 8,780 | $760.8K | 0.27% | −138−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 8,772 | $760.1K | 0.16% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 8,741 | $757.4K | 0.61% | +104+1.2% | Added |
| Financial Sense Advisors, Inc. | 8,725 | $756.0K | 0.15% | +88+1.0% | Added |
| Moseley Investment Management Inc | 8,721 | $755.7K | 0.24% | −390−4.3% | Reduced |
| Aigen Investment Management, LP | 8,696 | $753.5K | 0.19% | +8,696 | New |
| Supplemental Annuity Collective Trust of NJ | 8,684 | $752.5K | 0.21% | −4,316−33.2% | Reduced |
| Keynote Financial Services LLC | 8,672 | $751.4K | 0.40% | −63−0.7% | Reduced |
| Rehmann Capital Advisory Group | 8,649 | $749.8K | 0.04% | +795+10.1% | Added |
| Chicago Partners Investment Group LLC | 8,966 | $746.2K | 0.02% | −4,638−34.1% | Reduced |
| Simmons Bank | 8,584 | $743.8K | 0.05% | +377+4.6% | Added |
| Okabena Investment Services Inc | 8,560 | $741.7K | 0.14% | −5,878−40.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,519 | $740.2K | 0.06% | +1,182+16.1% | Added |
| Exencial Wealth Advisors, LLC | 8,480 | $734.8K | 0.02% | −130,901−93.9% | Reduced |
| Alliance Private Wealth, LLC | 8,469 | $733.8K | 0.26% | +399+4.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,468 | $733.8K | 0.06% | +731+9.4% | Added |
| AdvisorNet Financial, Inc | 8,456 | $732.7K | 0.04% | +40.0% | Added |
| Beacon Investment Advisors LLC | 8,451 | $732.3K | 0.28% | −220−2.5% | Reduced |
| United Asset Strategies, Inc. | 8,394 | $727.4K | 0.06% | +714+9.3% | Added |
| Biltmore Family Office, LLC | 8,309 | $725.9K | 0.10% | −460−5.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 8,364 | $724.7K | 0.15% | −2,750−24.7% | Reduced |
| Catalyst Financial Partners LLC | 8,351 | $723.6K | 0.09% | +2,709+48.0% | Added |
| Glen Eagle Advisors, LLC | 8,272 | $716.8K | 0.10% | +432+5.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,267 | $716.3K | 0.30% | −1,306−13.6% | Reduced |
| Prestige Wealth Management Group LLC | 8,200 | $716.3K | 0.14% | −23−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 8,260 | $715.7K | 0.01% | −2,018−19.6% | Reduced |
| Investment Advisory Services Inc | 8,213 | $711.7K | 0.23% | −6−0.1% | Reduced |
| E Fund Management Co., Ltd. | 8,210 | $711.4K | 0.02% | +8,210 | New |
| Nations Financial Group Inc, | 8,193 | $709.9K | 0.04% | +49+0.6% | Added |
| Joule Financial, LLC | 8,175 | $708.4K | 0.21% | +30.0% | Added |
| Wellington Shields & Co., LLC | 8,175 | $708.4K | 0.18% | +100+1.2% | Added |
| Trust Point Inc. | 8,149 | $706.1K | 0.06% | −534−6.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,140 | $705.4K | 0.07% | +8,140 | New |
| West Michigan Advisors, LLC | 8,074 | $705.4K | 0.15% | −142−1.7% | Reduced |
| Kennebec Savings Bank | 8,105 | $702.3K | 0.63% | +11+0.1% | Added |
| StrongBox Wealth, LLC | 8,090 | $701.0K | 0.22% | −364−4.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 8,053 | $697.8K | 0.26% | −51−0.6% | Reduced |
| Cito Capital Group, LLC | 7,988 | $696.0K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,021 | $695.0K | 0.07% | +2,762+52.5% | Added |
| Peoples Bank | 8,005 | $693.6K | 0.70% | −30−0.4% | Reduced |
| SageView Advisory Group, LLC | 8,005 | $693.6K | 0.03% | −15,510−66.0% | Reduced |