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
Q3 2026 data is still coming in: 11 institutions have reported holding MDT so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 10,663 | $834.2K | 0.30% | +354+3.4% | Added |
| High Net Worth Advisory Group LLC | 10,676 | $835.2K | 0.18% | −1,500−12.3% | Reduced |
| Corundum Group, Inc. | 10,694 | $836.6K | 0.25% | +381+3.7% | Added |
| Salvus Wealth Management, LLC | 10,697 | $836.8K | 0.47% | +2,985+38.7% | Added |
| Legacy Capital Wealth Partners, LLC | 10,767 | $842.3K | 0.16% | +598+5.9% | Added |
| Bearing Point Capital, LLC | 10,796 | $844.6K | 0.11% | +115+1.1% | Added |
| New Age Alpha Advisors, LLC | 10,845 | $848.4K | 0.04% | −3,756−25.7% | Reduced |
| Private Trust Co NA | 10,849 | $848.7K | 0.07% | +145+1.4% | Added |
| Advisortrust Partners, LLC | 10,875 | $850.8K | 0.29% | −35,124−76.4% | Reduced |
| Meridian Wealth Management, LLC | 10,891 | $852.0K | 0.03% | −400−3.5% | Reduced |
| Moody National Bank Trust Division | 10,919 | $854.2K | 0.07% | −188−1.7% | Reduced |
| CFS Investment Advisory Services, LLC | 10,277 | $854.9K | 0.06% | −1,824−15.1% | Reduced |
| Bowen Hanes & Co Inc | 9,904 | $858.2K | 0.02% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 11,000 | $860.5K | 0.14% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 11,006 | $861.0K | 0.32% | −200−1.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 11,017 | $861.9K | 0.46% | −9,274−45.7% | Reduced |
| Paragon Private Wealth Management, LLC | 11,039 | $863.6K | 0.23% | −415−3.6% | Reduced |
| Calamos Wealth Management LLC | 11,080 | $866.8K | 0.03% | +199+1.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,100 | $868.4K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 11,117 | $869.7K | 0.08% | −2,972−21.1% | Reduced |
| Epiq Partners, LLC | 11,153 | $872.5K | 0.37% | −100−0.9% | Reduced |
| Greenleaf Trust | 11,178 | $874.5K | 0.01% | −3,670−24.7% | Reduced |
| Sectoral Asset Management Inc | 11,100 | $876.3K | 0.61% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,327 | $886.1K | 0.02% | −328−2.8% | Reduced |
| Mission Wealth Management, LP | 11,330 | $886.4K | 0.01% | +7,087+167.0% | Added |
| Adviser Investments LLC | 11,355 | $888.3K | 0.01% | −248−2.1% | Reduced |
| Marathon Capital Management | 11,357 | $888.4K | 0.18% | +8,543+303.6% | Added |
| Agate Pass Investment Management, LLC | 11,517 | $901.0K | 0.33% | −6,548−36.2% | Reduced |
| TCM Advisors, LLC | – | $901.1K | 0.71% | – | – |
| Lakeside Advisors, INC. | 11,568 | $904.9K | 0.57% | −292−2.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,591 | $906.8K | 0.17% | −457−3.8% | Reduced |
| Exeter Financial, LLC | 11,607 | $908.0K | 0.35% | −82−0.7% | Reduced |
| Cape Ann Savings Bank | 11,707 | $915.8K | 0.43% | −214−1.8% | Reduced |
| Premier Path Wealth Partners, LLC | 11,763 | $920.2K | 0.11% | −4,292−26.7% | Reduced |
| Persium Advisors, LLC | 11,767 | $920.5K | 0.60% | +2,401+25.6% | Added |
| Schulhoff & Co Inc | 11,821 | $924.8K | 0.37% | −300−2.5% | Reduced |
| Castlekeep Investment Advisors LLC | 11,834 | $925.8K | 0.46% | −848−6.7% | Reduced |
| Canandaigua National Bank & Trust Co | 11,842 | $926.4K | 0.08% | +11,842 | New |
| Sagespring Wealth Partners, LLC | 11,922 | $932.7K | 0.01% | −24,405−67.2% | Reduced |
| Keystone Financial Services | 11,949 | $934.8K | 0.24% | +2,155+22.0% | Added |
| Sachetta, LLC | 11,989 | $938.0K | 0.46% | +10,640+788.7% | Added |
| Two Sigma Securities, LLC | 12,011 | $939.6K | 0.08% | +7,721+180.0% | Added |
| Probity Advisors, Inc. | 12,015 | $940.0K | 0.13% | −1,237−9.3% | Reduced |
| Cigna Investments Inc | 12,062 | $944.0K | 0.12% | −151−1.2% | Reduced |
| City Holding Co | 12,069 | $944.0K | 0.11% | +790+7.0% | Added |
| Tulsa Wealth Advisors, INC | 12,079 | $944.9K | 0.13% | −11,865−49.6% | Reduced |
| American State Bank (Iowa) | 12,100 | $946.6K | 0.38% | +2,682+28.5% | Added |
| Sawgrass Asset Management LLC | 12,113 | $947.6K | 0.13% | −3,658−23.2% | Reduced |
| Paradigm Financial Partners, LLC | 12,147 | $950.2K | 0.09% | −3,613−22.9% | Reduced |
| Logan Capital Management Inc | 12,153 | $950.7K | 0.04% | +12,153 | New |
| Leisure Capital Management | 12,189 | $953.5K | 0.30% | −621−4.8% | Reduced |
| Aaron Wealth Advisors | 12,224 | $956.3K | 0.05% | −1,957−13.8% | Reduced |
| First Commonwealth Financial Corp | 12,235 | $957.2K | 0.13% | +355+3.0% | Added |
| Clare Market Investments LLC | 12,277 | $960.4K | 0.18% | −1,550−11.2% | Reduced |
| TCG Advisory Services, LLC | 12,281 | $960.8K | 0.02% | −9,369−43.3% | Reduced |
| Wealthspire Advisors, LLC | 12,319 | $963.7K | 0.01% | +2,392+24.1% | Added |
| Axxion S.A. | 12,346 | $965.8K | 0.07% | +12,346 | New |
| Alexander Randolph Advisory, Inc. | 12,350 | $966.1K | 0.80% | −217−1.7% | Reduced |
| Vance Wealth, Inc. | 12,249 | $967.0K | 0.22% | −6,604−35.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 12,000 | $971.2K | 0.03% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 12,428 | $972.2K | 0.56% | +12,428 | New |
| Meriwether Wealth & Planning, LLC | 12,444 | $973.5K | 0.48% | +2,617+26.6% | Added |
| Cidel Asset Management Inc | 12,452 | $974.1K | 0.05% | +1,000+8.7% | Added |
| Beacon Financial Group | 12,456 | $974.4K | 0.09% | +253+2.1% | Added |
| Bank Ozk | 12,476 | $976.0K | 0.29% | −266−2.1% | Reduced |
| Chilton Capital Management LLC | 12,480 | $976.4K | 0.03% | +821+7.0% | Added |
| M Holdings Securities, Inc. | 12,205 | $980.0K | 0.13% | −499−3.9% | Reduced |
| VisionPoint Advisory Group, LLC | 12,614 | $986.8K | 0.16% | −25,744−67.1% | Reduced |
| Fortress Private Ledger, LLC | 12,634 | $988.4K | 0.27% | +2,529+25.0% | Added |
| Milestone Asset Management, LLC | 12,648 | $989.5K | 0.16% | +12,648 | New |
| Cove Private Wealth, LLC | 12,674 | $991.5K | 0.19% | −2,198−14.8% | Reduced |
| Miramontes Capital, LLC | 12,688 | $992.6K | 0.31% | −779−5.8% | Reduced |
| Investors Research Corp | 12,688 | $992.6K | 0.18% | −223−1.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 12,702 | $996.9K | 0.05% | +4,234+50.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 12,848 | $1.01M | 0.00% | −1,341−9.5% | Reduced |
| Intrust Bank NA | 12,964 | $1.01M | 0.07% | +3,072+31.1% | Added |
| Tower Trust & Investment Co | 13,011 | $1.02M | 0.62% | −1,836−12.4% | Reduced |
| Outfitter Financial LLC | 13,045 | $1.02M | 0.72% | −100−0.8% | Reduced |
| Phillips Wealth Planners LLC | 12,236 | $1.03M | 0.76% | +241+2.0% | Added |
| Wesbanco Bank Inc | 13,176 | $1.03M | 0.03% | −4,534−25.6% | Reduced |
| Pflug Koory, LLC | 13,190 | $1.03M | 0.41% | +1,191+9.9% | Added |
| HBK Sorce Advisory LLC | 12,001 | $1.03M | 0.02% | −401−3.2% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 13,230 | $1.03M | 0.81% | +1,608+13.8% | Added |
| Signaturefd, LLC | 13,268 | $1.04M | 0.01% | −3,135−19.1% | Reduced |
| Archer Investment Corp | 13,303 | $1.04M | 0.20% | +7,724+138.4% | Added |
| Ticino Wealth | 13,345 | $1.04M | 0.33% | −3,194−19.3% | Reduced |
| Hilltop Holdings Inc. | 13,378 | $1.05M | 0.08% | +538+4.2% | Added |
| Mirabaud Asset Management Ltd | 12,932 | $1.05M | 0.87% | +6,376+97.3% | Added |
| Independent Financial Group, LLC | 13,392 | $1.05M | 0.02% | +549+4.3% | Added |
| Fayez Sarofim & Co | 13,397 | $1.05M | 0.00% | +602+4.7% | Added |
| Delta Financial Advisors LLC | 13,415 | $1.05M | 0.25% | +4,190+45.4% | Added |
| Tectonic Advisors LLC | 13,456 | $1.05M | 0.05% | +3,077+29.6% | Added |
| Citizens National Bank Trust Department | 13,458 | $1.05M | 0.15% | −240−1.8% | Reduced |
| Great Waters Wealth Management | 13,487 | $1.06M | 0.10% | +1,841+15.8% | Added |
| CrossGen Wealth, LLC | 13,535 | $1.06M | 0.82% | +866+6.8% | Added |
| Ballentine Partners, LLC | 13,573 | $1.06M | 0.01% | −4,983−26.9% | Reduced |
| Change Path, LLC | 13,581 | $1.06M | 0.02% | −1,017−7.0% | Reduced |
| Sentry LLC | 13,604 | $1.06M | 0.30% | 00.0% | Unchanged |
| Lynch & Associates | 13,670 | $1.07M | 0.19% | −1,895−12.2% | Reduced |
| Conning Inc. | 13,697 | $1.07M | 0.03% | +1,118+8.9% | Added |