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, Q2 2026
Institutional positions in Medtronic plc as of Jun 30, 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
- 2,150
- −78 vs. Q1 2026
- Shares held
- 1.09B
- +330.2K (0.0%) vs. Q1 2026
- Total value
- $86.8B
- −$8.63B (−9.0%) vs. Q1 2026
- New holders
- 169
- 849 more added
- Sold out
- 247
- 934 more reduced
29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 8,567 | $682.7K | 0.01% | −8,325−49.3% | Reduced |
| Malaga Cove Capital, LLC | 8,730 | $682.9K | 0.22% | −50−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,779 | $686.8K | 0.08% | +2,654+43.3% | Added |
| Alan B. Lancz & Associates, Inc. | 8,808 | $689.0K | 0.60% | 00.0% | Unchanged |
| Old National Bancorp | 8,821 | $690.1K | 0.01% | +38+0.4% | Added |
| Willow Creek Capital Management, Inc. | 8,824 | $690.3K | 0.67% | +8,824 | New |
| Baldwin Investment Management, LLC | 8,826 | $690.5K | 0.07% | +8,826 | New |
| Evergreen Capital Management LLC | 8,756 | $690.8K | 0.01% | −10,834−55.3% | Reduced |
| Sumitomo Life Insurance Co | 8,834 | $691.1K | 0.01% | −138−1.5% | Reduced |
| Hudson Portfolio Management LLC | 8,855 | $692.7K | 0.52% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 8,872 | $694.1K | 0.02% | −1,399−13.6% | Reduced |
| Strategic Financial Concepts, LLC | 8,886 | $695.1K | 0.21% | +8,886 | New |
| Michels Family Financial, LLC | 8,907 | $696.8K | 0.45% | +1,465+19.7% | Added |
| Cooper Financial Group | 8,918 | $697.6K | 0.06% | −402−4.3% | Reduced |
| Winch Advisory Services, LLC | 8,923 | $698.1K | 0.15% | −50−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,888 | $698.2K | 0.06% | +369+4.3% | Added |
| Monetary Management Group Inc | 8,925 | $698.2K | 0.14% | −375−4.0% | Reduced |
| Kestra Investment Management, LLC | 8,947 | $699.9K | 0.01% | −21,828−70.9% | Reduced |
| Marex Group plc | 8,948 | $700.0K | 0.01% | +3,108+53.2% | Added |
| Stock Yards Bank & Trust Co | 8,967 | $701.5K | 0.02% | −2,201−19.7% | Reduced |
| Howard Capital Management Inc. | 8,981 | $702.6K | 0.01% | +3,850+75.0% | Added |
| Pingora Partners LLC | 9,000 | $704.1K | 0.41% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,423 | $706.3K | 0.07% | +1,157+15.9% | Added |
| Excelsior Advisor Network LLC | 9,051 | $708.1K | 0.09% | +9,051 | New |
| Credit Industriel Et Commercial | 9,082 | $710.5K | 0.08% | +2,344+34.8% | Added |
| Kennebec Savings Bank | 9,091 | $711.2K | 0.57% | +986+12.2% | Added |
| United Asset Strategies, Inc. | 9,121 | $713.5K | 0.05% | +727+8.7% | Added |
| SPWM Advisors LLC | 8,588 | $714.5K | 0.66% | +169+2.0% | Added |
| National Asset Management, Inc. | 8,839 | $715.3K | 0.04% | +954+12.1% | Added |
| Neville Rodie & Shaw Inc | 9,164 | $717.0K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9,166 | $717.0K | 0.26% | +899+10.9% | Added |
| Rockland Trust Co | 9,177 | $717.9K | 0.03% | +202+2.3% | Added |
| Flagship Harbor Advisors, LLC | 9,191 | $719.0K | 0.03% | +30.0% | Added |
| EPG Wealth Management LLC | 9,202 | $719.9K | 0.17% | +1,977+27.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,234 | $722.0K | 0.18% | +348+3.9% | Added |
| Moneta Group Investment Advisors LLC | 9,246 | $723.4K | 0.01% | −656−6.6% | Reduced |
| Bangor Savings Bank | 9,254 | $723.9K | 0.05% | −210−2.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 9,264 | $724.7K | 0.16% | −878−8.7% | Reduced |
| Keynote Financial Services LLC | 9,343 | $730.9K | 0.34% | +671+7.7% | Added |
| Wealthcare Advisory Partners LLC | 9,396 | $735.1K | 0.01% | −1,572−14.3% | Reduced |
| Boothbay Fund Management, LLC | 9,417 | $736.7K | 0.01% | +5,682+152.1% | Added |
| Doliver Advisors, LP | 9,428 | $737.6K | 0.17% | −707−7.0% | Reduced |
| Impact Partnership Wealth, LLC | 9,436 | $738.2K | 0.07% | +4,075+76.0% | Added |
| Advisory Alpha, LLC | 9,483 | $741.9K | 0.02% | +4,660+96.6% | Added |
| FDx Advisors, Inc. | 9,509 | $744.0K | 0.22% | −11−0.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,539 | $746.2K | 0.14% | +111+1.2% | Added |
| Bull Harbor Capital LLC | 9,559 | $747.8K | 0.15% | +6,177+182.6% | Added |
| New Hampshire Trust | 9,579 | $749.4K | 0.14% | +1,738+22.2% | Added |
| Cypress Capital Advisors, LLC | 9,582 | $749.6K | 0.31% | −633−6.2% | Reduced |
| Red Door Wealth Management, LLC | 9,591 | $750.3K | 0.07% | +4,190+77.6% | Added |
| Banque Transatlantique SA | 9,620 | $752.6K | 0.02% | +14+0.1% | Added |
| Vista Investment Partners LLC | 9,623 | $752.8K | 0.19% | −5,923−38.1% | Reduced |
| 17 Capital Partners, LLC | 9,626 | $753.0K | 0.34% | −224−2.3% | Reduced |
| Central Trust Co | 9,634 | $753.7K | 0.01% | −1,595−14.2% | Reduced |
| Insigneo Advisory Services, LLC | 9,650 | $754.9K | 0.03% | −1,541−13.8% | Reduced |
| Truvestments Capital LLC | 9,680 | $757.3K | 0.11% | −478−4.7% | Reduced |
| Phillip James Consulting Co. | 9,683 | $757.5K | 0.59% | +1,750+22.1% | Added |
| Nvest Financial, LLC | 9,688 | $757.9K | 0.24% | −1,389−12.5% | Reduced |
| Tranquilli Financial Advisor LLC | 9,712 | $759.8K | 0.41% | +2,655+37.6% | Added |
| Beacon Financial Advisory LLC | 9,721 | $760.5K | 0.15% | −167−1.7% | Reduced |
| Frank, Rimerman Advisors LLC | 9,725 | $760.8K | 0.04% | −4,640−32.3% | Reduced |
| LVM Capital Management Ltd | 9,745 | $762.0K | 0.06% | −1,465−13.1% | Reduced |
| Wellington Shields & Co., LLC | 9,775 | $764.7K | 0.17% | +1,600+19.6% | Added |
| Visionary Horizons, LLC | 9,777 | $764.9K | 0.32% | −8,054−45.2% | Reduced |
| Rehmann Capital Advisory Group | 9,799 | $766.5K | 0.04% | +1,150+13.3% | Added |
| Altfest L J & Co Inc | 9,804 | $767.0K | 0.07% | +72+0.7% | Added |
| Ausdal Financial Partners, Inc. | 9,817 | $768.2K | 0.03% | +510+5.5% | Added |
| Chiron Capital Management, LLC | 9,821 | $768.3K | 0.69% | +5,075+106.9% | Added |
| 1st Source Bank | 9,866 | $771.8K | 0.03% | −1,357−12.1% | Reduced |
| LRI Investments, LLC | 9,871 | $772.2K | 0.06% | +649+7.0% | Added |
| Pekin Hardy Strauss, Inc. | 9,872 | $772.3K | 0.07% | −91−0.9% | Reduced |
| Live Oak Investment Partners | 9,892 | $773.9K | 0.42% | +512+5.5% | Added |
| Whitener Capital Management, Inc. | 9,904 | $774.8K | 0.16% | −1,440−12.7% | Reduced |
| 180 Wealth Advisors, LLC | 9,951 | $778.5K | 0.08% | −29,822−75.0% | Reduced |
| Patten & Patten Inc | 9,966 | $779.6K | 0.04% | −2,500−20.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 9,971 | $780.0K | 0.29% | −11,005−52.5% | Reduced |
| Lyell Wealth Management, LP | 9,990 | $781.5K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $782.3K | 0.05% | −2,287−18.6% | Reduced |
| Park Place Capital Corp | 10,018 | $783.7K | 0.12% | +6,472+182.5% | Added |
| Pine Valley Investments Ltd Liability Co | 10,011 | $785.8K | 0.03% | +154+1.6% | Added |
| Avantra Family Wealth, Inc. | 10,067 | $787.5K | 0.50% | −575−5.4% | Reduced |
| CVA Family Office, LLC | 10,083 | $788.8K | 0.07% | −741−6.8% | Reduced |
| Lantern Wealth Advisors, LLC | 10,127 | $792.2K | 0.36% | +1,201+13.5% | Added |
| Sowell Financial Services LLC | 10,128 | $792.3K | 0.03% | −804−7.4% | Reduced |
| Capital Investment Advisors, LLC | 10,136 | $792.9K | 0.01% | −1,768−14.9% | Reduced |
| First National Advisers, LLC | 10,171 | $795.7K | 0.11% | +10,171 | New |
| TSP Capital Management Group, LLC | 10,200 | $797.9K | 0.19% | – | – |
| Simmons Bank | 10,205 | $798.3K | 0.05% | +1,621+18.9% | Added |
| Cahill Financial Advisors Inc | 10,206 | $798.4K | 0.08% | −1,023−9.1% | Reduced |
| Connable Office Inc | 10,208 | $798.6K | 0.07% | −169−1.6% | Reduced |
| Belpointe Asset Management LLC | 10,258 | $802.5K | 0.03% | −1,203−10.5% | Reduced |
| Advisor OS, LLC | 10,316 | $807.0K | 0.05% | −54−0.5% | Reduced |
| Dudley Capital Management, LLC | 10,324 | $807.6K | 0.32% | +460+4.7% | Added |
| Legacy Capital Group California, Inc. | 10,418 | $815.0K | 0.25% | −251−2.4% | Reduced |
| MONECO Advisors, LLC | 10,438 | $816.6K | 0.05% | +3,576+52.1% | Added |
| Grove Bank & Trust | 10,440 | $816.7K | 0.08% | +662+6.8% | Added |
| Essex Financial Services, Inc. | 10,463 | $818.5K | 0.04% | −3,361−24.3% | Reduced |
| Paladin Wealth, LLC | 10,485 | $820.2K | 0.48% | +245+2.4% | Added |
| Eagle Harbor Asset Management Inc | 10,501 | $821.5K | 0.65% | +277+2.7% | Added |
| Bigelow Investment Advisors, LLC | 10,654 | $833.5K | 0.30% | −471−4.2% | Reduced |