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 |
|---|---|---|---|---|---|
| O'Keefe Stevens Advisory, Inc. | 13,724 | $1.07M | 0.22% | +512+3.9% | Added |
| Lederer & Associates Investment Counsel | 13,833 | $1.08M | 0.71% | −266−1.9% | Reduced |
| Iowa State Bank | 13,857 | $1.08M | 0.18% | −418−2.9% | Reduced |
| Pallas Capital Advisors LLC | 13,872 | $1.09M | 0.03% | −2,835−17.0% | Reduced |
| CMH Wealth Management LLC | 13,818 | $1.09M | 0.17% | −3,162−18.6% | Reduced |
| Ar Asset Management Inc | 14,000 | $1.09M | 0.20% | +14,000 | New |
| Frec Markets, Inc. | 14,000 | $1.10M | 0.10% | +7,021+100.6% | Added |
| DoubleLine ETF Adviser LP | 14,017 | $1.10M | 0.45% | −1,682−10.7% | Reduced |
| Miracle Mile Advisors, LLC | 14,026 | $1.10M | 0.01% | +870+6.6% | Added |
| Kovack Advisors, Inc. | 13,914 | $1.10M | 0.05% | +3,635+35.4% | Added |
| KCM Investment Advisors LLC | 14,031 | $1.10M | 0.03% | −548−3.8% | Reduced |
| Modern Wealth Management, LLC | 14,033 | $1.10M | 0.01% | −4,481−24.2% | Reduced |
| Laurel Wealth Advisors LLC | 14,038 | $1.10M | 0.11% | +205+1.5% | Added |
| Hedges Asset Management LLC | 14,050 | $1.10M | 0.72% | +14,050 | New |
| Lionhunter Capital Management, LLC | 14,104 | $1.10M | 0.50% | +14,104 | New |
| Creative Financial Designs Inc | 14,105 | $1.10M | 0.05% | −908−6.0% | Reduced |
| Waycross Investment Management Co | 14,179 | $1.11M | 0.84% | +14,179 | New |
| Drucker Wealth 3.0, LLC | 14,190 | $1.11M | 0.18% | −3,973−21.9% | Reduced |
| Csenge Advisory Group | 14,211 | $1.11M | 0.05% | −5,512−27.9% | Reduced |
| St. Clair Advisors, LLC | 14,219 | $1.11M | 0.29% | +1,000+7.6% | Added |
| Venture Visionary Partners LLC | 14,221 | $1.11M | 0.03% | −2,477−14.8% | Reduced |
| Strategic Investment Advisors | 14,222 | $1.11M | 0.07% | +5,347+60.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 14,192 | $1.12M | 0.03% | +9,309+190.6% | Added |
| Profund Advisors LLC | 14,301 | $1.12M | 0.03% | −26−0.2% | Reduced |
| Guidance Capital, Inc | 13,420 | $1.12M | 0.24% | +485+3.7% | Added |
| Kesler, Norman & Wride, LLC | 14,375 | $1.12M | 0.18% | −67−0.5% | Reduced |
| Trust Asset Management LLC | 14,378 | $1.12M | 0.07% | +76+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 14,395 | $1.13M | 0.25% | +14,395 | New |
| Lecap Asset Management Ltd | 14,453 | $1.13M | 0.48% | +14,453 | New |
| Perpetual Ltd | 14,461 | $1.13M | 0.02% | +68+0.5% | Added |
| Naviter Wealth, LLC | 14,348 | $1.13M | 0.10% | +200+1.4% | Added |
| Arete Wealth Advisors, LLC | 14,609 | $1.14M | 0.08% | −10,438−41.7% | Reduced |
| Aprio Wealth Management, LLC | 14,622 | $1.14M | 0.06% | −336−2.2% | Reduced |
| Intact Investment Management Inc. | 14,640 | $1.15M | 0.03% | −44,160−75.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 14,774 | $1.16M | 0.03% | −71,246−82.8% | Reduced |
| Provident Investment Management, Inc. | 14,780 | $1.16M | 0.11% | +323+2.2% | Added |
| XML Financial, LLC | 14,806 | $1.16M | 0.08% | −1,250−7.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14,742 | $1.16M | 0.17% | −527−3.5% | Reduced |
| Benin Management CORP | 14,874 | $1.16M | 0.24% | −200−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 14,958 | $1.17M | 0.02% | +630+4.4% | Added |
| Phoenix Holdings Ltd. | 14,877 | $1.17M | 0.01% | +1,992+15.5% | Added |
| Advyzon Investment Management, LLC | 15,042 | $1.18M | 0.09% | +3,116+26.1% | Added |
| Viawealth, LLC | 15,046 | $1.18M | 0.59% | −2,404−13.8% | Reduced |
| CSS LLC | 15,080 | $1.18M | 0.05% | +3,050+25.4% | Added |
| Alliance Wealth Advisors, LLC | 15,173 | $1.19M | 0.22% | −6,101−28.7% | Reduced |
| Richards, Merrill & Peterson, Inc. | 15,181 | $1.19M | 0.38% | −1,873−11.0% | Reduced |
| AdvisorNet Financial, Inc | 15,320 | $1.20M | 0.05% | +6,864+81.2% | Added |
| Capital International Sarl | 15,391 | $1.20M | 0.02% | −26,528−63.3% | Reduced |
| RFG Advisory, LLC | 15,408 | $1.21M | 0.02% | −10,178−39.8% | Reduced |
| Kentucky Trust Co | 15,411 | $1.21M | 0.58% | −292−1.9% | Reduced |
| Main Street Financial Solutions, LLC | 15,411 | $1.21M | 0.08% | +1,309+9.3% | Added |
| NBT Bank N A | 15,421 | $1.21M | 0.08% | −14−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 15,443 | $1.21M | 0.07% | +4,997+47.8% | Added |
| Webster Bank, N. A. | 15,447 | $1.21M | 0.10% | −1,286−7.7% | Reduced |
| International Assets Investment Management, LLC | 15,291 | $1.21M | 0.07% | +2,827+22.7% | Added |
| Oak Associates, Ltd | 15,485 | $1.21M | 0.07% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15,592 | $1.22M | 0.11% | −214−1.4% | Reduced |
| Buckingham Strategic Partners | 15,629 | $1.22M | 0.01% | +3,747+31.5% | Added |
| Harrington Investments, INC | 15,698 | $1.23M | 0.59% | +525+3.5% | Added |
| HM Payson & Co | 15,730 | $1.23M | 0.02% | −525−3.2% | Reduced |
| Waterway Wealth Management, LLC | 15,759 | $1.23M | 0.25% | +15,759 | New |
| Tradition Wealth Management, LLC | 15,837 | $1.24M | 0.08% | −891−5.3% | Reduced |
| Miller Investment Management, LP | 15,885 | $1.24M | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 15,935 | $1.25M | 0.05% | +1,184+8.0% | Added |
| Ameritas Advisory Services, LLC | 15,975 | $1.25M | 0.03% | +9,972+166.1% | Added |
| Personal Cfo Solutions, LLC | 15,838 | $1.25M | 0.18% | −1,851−10.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,127 | $1.26M | 0.03% | +278+1.8% | Added |
| WealthShield Partners, LLC | 16,006 | $1.26M | 0.19% | −47−0.3% | Reduced |
| Cypress Asset Management Inc | 16,160 | $1.26M | 0.25% | −12−0.1% | Reduced |
| Partnership Wealth Management, LLC | 16,195 | $1.27M | 0.86% | +717+4.6% | Added |
| Crux Wealth Advisors | 16,252 | $1.27M | 0.44% | +467+3.0% | Added |
| Quadrature Capital Ltd | 16,372 | $1.28M | 0.01% | +16,372 | New |
| Studio Investment Management LLC | 16,289 | $1.29M | 0.22% | +1,673+11.4% | Added |
| Hilltop National Bank | 16,452 | $1.29M | 0.27% | −3,540−17.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 16,522 | $1.29M | 0.32% | −1,641−9.0% | Reduced |
| Silvercrest Asset Management Group LLC | 16,579 | $1.30M | 0.01% | −16−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 16,563 | $1.30M | 0.03% | +1,255+8.2% | Added |
| Lowe Brockenbrough & Co Inc | 16,654 | $1.30M | 0.06% | −1,441−8.0% | Reduced |
| Simplicity Wealth,LLC | 16,716 | $1.31M | 0.04% | +1,780+11.9% | Added |
| Sargent Investment Group, LLC | 16,839 | $1.32M | 0.16% | +1,057+6.7% | Added |
| Perigon Wealth Management, LLC | 16,891 | $1.32M | 0.02% | +803+5.0% | Added |
| ICW Investment Advisors LLC | 16,972 | $1.33M | 0.46% | −83−0.5% | Reduced |
| Shelton Wealth Management, LLC | 16,993 | $1.33M | 0.53% | +4,841+39.8% | Added |
| Claret Asset Management Corp | 17,028 | $1.33M | 0.14% | −228−1.3% | Reduced |
| Wealth Alliance | 17,451 | $1.37M | 0.11% | +7,201+70.3% | Added |
| Lighthouse Investment Partners, LLC | 17,520 | $1.37M | 0.04% | −22,480−56.2% | Reduced |
| AE Wealth Management LLC | 17,556 | $1.37M | 0.01% | −303−1.7% | Reduced |
| AIMZ Investment Advisors, LLC | 17,735 | $1.39M | 0.38% | +50.0% | Added |
| Berkeley Capital Partners, LLC | 17,829 | $1.39M | 0.29% | −9,430−34.6% | Reduced |
| Savvy Advisors, Inc. | 17,865 | $1.40M | 0.03% | −6,685−27.2% | Reduced |
| Auxano Advisors, LLC | 17,890 | $1.40M | 0.27% | +227+1.3% | Added |
| Davis Capital Management | 17,909 | $1.40M | 0.83% | +2,794+18.5% | Added |
| Clarkston Capital Partners, LLC | 17,966 | $1.41M | 0.12% | −5,185−22.4% | Reduced |
| Peloton Wealth Strategists | 17,980 | $1.41M | 0.52% | +800+4.7% | Added |
| Krilogy Financial LLC | 17,986 | $1.41M | 0.04% | +3,033+20.3% | Added |
| Pettyjohn, Wood & White, Inc | 18,031 | $1.41M | 0.21% | −1,016−5.3% | Reduced |
| Berger Financial Group, Inc | 18,037 | $1.41M | 0.07% | −15−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 18,109 | $1.42M | 0.03% | −35,341−66.1% | Reduced |
| Bridges Investment Management Inc | 18,190 | $1.42M | 0.02% | −5,243−22.4% | Reduced |
| LS Investment Advisors, LLC | 18,240 | $1.43M | 0.19% | +4,575+33.5% | Added |