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, 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
- 2,149
- −78 vs. Q1 2026
- Shares held
- 1.09B
- +330.9K (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
- 933 more reduced
30 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 | 2,149 | $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 |
|---|---|---|---|---|---|
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| Leo H. Evart, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2 | $158 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $235 | 0.00% | +3 | New |
| Mosley Wealth Management | 5 | $391 | 0.00% | −103−95.4% | Reduced |
| Hurley Capital, LLC | 5 | $391 | 0.00% | +5 | New |
| 3 Factor Indexing, LLC | 5 | $392 | 0.00% | +2+66.7% | Added |
| Breakwater Investment Management | 6 | $470 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 6 | $470 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 8 | $626 | 0.00% | −297−97.4% | Reduced |
| Caitlin John, LLC | 8 | $654 | 0.00% | −3−27.3% | Reduced |
| Downshift Financial, LLC | 9 | $704 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $705 | 0.00% | −40−81.6% | Reduced |
| Seneschal Advisors, LLC | 9 | $705 | 0.00% | −1−10.0% | Reduced |
| Financial Gravity Companies, Inc. | 10 | $782 | 0.00% | +10 | New |
| Fairman Group, LLC | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 11 | $861 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $861 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 11 | $861 | 0.00% | +11 | New |
| Morton Brown Family Wealth, LLC | 12 | $939 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 12 | $939 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $1.17K | 0.00% | −15−50.0% | Reduced |
| Quaker Wealth Management, LLC | 17 | $1.33K | 0.00% | −23−57.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $1.33K | 0.00% | +17 | New |
| Aspect Partners, LLC | 18 | $1.41K | 0.00% | −44−71.0% | Reduced |
| Highland Investment Advisors LLC | 19 | $1.49K | 0.00% | +19 | New |
| 1015 Capital Partners, LLC | 21 | $1.64K | 0.00% | −1,468−98.6% | Reduced |
| Granite FO LLC | 23 | $1.80K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 23 | $1.80K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 23 | $1.80K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 24 | $1.87K | 0.01% | +24 | New |
| NVWM, LLC | 24 | $1.88K | 0.00% | −398−94.3% | Reduced |
| Oakmont Advisory Group, LLC | 25 | $1.93K | 0.00% | +25 | New |
| N.E.W. Advisory Services LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 29 | $2.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $2.27K | 0.00% | +14+93.3% | Added |
| Planning Strategies Inc. | 31 | $2.42K | 0.00% | +31 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 32 | $2.50K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $3.08K | 0.00% | −31−44.3% | Reduced |
| Groupe la Francaise | 50 | $3.63K | 0.00% | −295−85.5% | Reduced |
| Toews Corp | 49 | $3.83K | 0.00% | +49 | New |
| Covestor Ltd | 49 | $4.00K | 0.00% | +3+6.5% | Added |
| Sunrise Financial Services, LLC | 52 | $4.07K | 0.00% | −47−47.5% | Reduced |
| American Capital Advisory, LLC | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $4.07K | 0.00% | +52 | New |
| West Paces Advisors Inc. | 52 | $4.07K | 0.00% | +52 | New |
| Union Savings Bank | 54 | $4.22K | 0.00% | −150−73.5% | Reduced |
| Bellevue Asset Management, LLC | 55 | $4.30K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 55 | $4.30K | 0.00% | −3−5.2% | Reduced |
| Peterson Wealth Services | 55 | $4.30K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 58 | $4.54K | 0.00% | +58 | New |
| Stone House Investment Management, LLC | 63 | $4.93K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $4.99K | 0.00% | −120−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 64 | $5.01K | 0.00% | −6−8.6% | Reduced |
| First United Bank Trust | 61 | $5.26K | 0.00% | +61 | New |
| BOK Financial Private Wealth, Inc. | 68 | $5.37K | 0.00% | +68 | New |
| Quest 10 Wealth Builders, Inc. | 71 | $5.55K | 0.00% | +9+14.5% | Added |
| Abound Financial, LLC | 77 | $6.02K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 81 | $6.34K | 0.00% | −11−12.0% | Reduced |
| Elevated Capital Advisors, LLC | 81 | $6.34K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 82 | $6.42K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 85 | $6.71K | 0.00% | −689−89.0% | Reduced |
| Darwin Advisors, LLC | 90 | $7.05K | 0.00% | −151−62.7% | Reduced |
| CGC Financial Services, LLC | 93 | $7.28K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 94 | $7.42K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 96 | $7.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 97 | $7.59K | 0.01% | −710−88.0% | Reduced |
| Kerr Financial Planning Corp | 98 | $7.67K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 98 | $7.67K | 0.00% | −116−54.2% | Reduced |
| Horrell Capital Management, Inc. | 100 | $7.82K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $7.82K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 100 | $7.82K | 0.00% | +100 | New |
| Penserra Capital Management LLC | 114 | $8.00K | 0.00% | +6+5.6% | Added |
| Key Financial Inc | 103 | $8.06K | 0.00% | −514−83.3% | Reduced |
| Gables Capital Management Inc. | 103 | $8.06K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $8.21K | 0.00% | +1+1.0% | Added |
| Miller Global Investments, LLC | 105 | $8.21K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 106 | $8.29K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 110 | $8.61K | 0.00% | −42−27.6% | Reduced |
| Rialto Wealth Management, LLC | 112 | $8.76K | 0.00% | −172−60.6% | Reduced |
| Asset Dedication, LLC | 113 | $8.84K | 0.00% | −220−66.1% | Reduced |
| Front Row Advisors LLC | 100 | $9.07K | 0.00% | −100−50.0% | Reduced |
| RMG Wealth Management LLC | 101 | $9.17K | 0.00% | −2−1.9% | Reduced |
| Atomic Invest LLC | 115 | $9.34K | 0.00% | +40+53.3% | Added |
| Horizon Financial Services, LLC | 124 | $9.70K | 0.00% | −63−33.7% | Reduced |
| Kilter Group LLC | 124 | $9.70K | 0.00% | +4+3.3% | Added |
| Imprint Wealth LLC | 127 | $9.94K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 128 | $10.0K | 0.00% | +18+16.4% | Added |
| McDonald Partners LLC | 149 | $11.7K | 0.00% | +149 | New |
| Private Wealth Management Group, LLC | 150 | $11.7K | 0.00% | +5+3.4% | Added |
| PayPay Securities Corp | 151 | $11.8K | 0.45% | +122+420.7% | Added |
| Holos Integrated Wealth LLC | 142 | $11.9K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 153 | $11.9K | 0.00% | −54−26.1% | Reduced |
| 1 North Wealth Services LLC | 154 | $12.0K | 0.00% | +126+450.0% | Added |
| PFS Partners, LLC | 156 | $12.2K | 0.00% | −38−19.6% | Reduced |
| Godfrey Financial Associates, Inc. | 159 | $12.4K | 0.01% | 00.0% | Unchanged |