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: 19 institutions have reported holding MDT so far. See Q3 2026
- Institutional holders
- 2,149
- −78 vs. Q1 2026
- Shares held
- 1.09B
- +331.9K (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
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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 70,557 | $5.52M | 0.07% | +20,438+40.8% | Added |
| Hartford Investment Management Co | 70,967 | $5.55M | 0.16% | −2,046−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 71,306 | $5.58M | 0.01% | +37,753+112.5% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.60M | 0.34% | 00.0% | Unchanged |
| JB Capital LLC | 71,678 | $5.61M | 0.19% | −127,010−63.9% | Reduced |
| Advisors Asset Management, Inc. | 71,709 | $5.61M | 0.09% | −22,915−24.2% | Reduced |
| Sicart Associates LLC | 71,922 | $5.63M | 1.38% | −665−0.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 72,108 | $5.64M | 0.04% | −41,616−36.6% | Reduced |
| Dakota Wealth Management | 72,552 | $5.68M | 0.11% | −138,838−65.7% | Reduced |
| Two Point Capital Management, Inc. | 72,779 | $5.69M | 2.29% | −118−0.2% | Reduced |
| Easterly Investment Partners LLC | 73,000 | $5.71M | 0.29% | +73,000 | New |
| Woodline Partners LP | 73,108 | $5.72M | 0.02% | +23,103+46.2% | Added |
| Sirios Capital Management L P | 73,119 | $5.72M | 0.70% | +3,627+5.2% | Added |
| Sompo Asset Management Co., Ltd. | 73,403 | $5.74M | 0.94% | −1,880−2.5% | Reduced |
| Addenda Capital Inc. | 73,000 | $5.76M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 73,993 | $5.79M | 0.03% | +10,960+17.4% | Added |
| Stablepoint Partners, LLC | 74,189 | $5.80M | 0.80% | +1,052+1.4% | Added |
| Stamos Capital Partners, L.P. | 74,654 | $5.84M | 0.89% | +21,222+39.7% | Added |
| Inspire Trust Co, N.A. | 75,000 | $5.87M | 0.81% | +6,000+8.7% | Added |
| Principal Securities, Inc. | 75,385 | $5.90M | 0.07% | −4,131−5.2% | Reduced |
| K.J. Harrison & Partners Inc | 75,596 | $5.91M | 0.84% | +62,000+456.0% | Added |
| First Nebraska Trust Co | 75,647 | $5.92M | 0.48% | +6,295+9.1% | Added |
| Geneos Wealth Management Inc. | 76,274 | $5.97M | 0.12% | +5,888+8.4% | Added |
| Beacon Investment Advisory Services, Inc. | 76,632 | $5.99M | 0.22% | +75,767+8,759.2% | Added |
| Benedict Financial Advisors Inc | 76,849 | $6.01M | 1.17% | +1,368+1.8% | Added |
| Ellsworth Advisors, LLC | 74,759 | $6.02M | 0.99% | +9,139+13.9% | Added |
| Bryn Mawr Trust Co | 76,923 | $6.02M | 0.13% | −1,652−2.1% | Reduced |
| Bleakley Financial Group, LLC | 77,500 | $6.06M | 0.08% | +7,832+11.2% | Added |
| Azimuth Capital Investment Management LLC | 77,746 | $6.08M | 0.21% | −25,976−25.0% | Reduced |
| Lido Advisors, LLC | 77,478 | $6.10M | 0.02% | −10,268−11.7% | Reduced |
| Allianz SE | 78,498 | $6.14M | 0.06% | +1,428+1.9% | Added |
| Norinchukin Bank, The | 78,506 | $6.14M | 0.06% | +1,639+2.1% | Added |
| Ledyard National Bank | 79,644 | $6.23M | 0.50% | +2,540+3.3% | Added |
| WealthBridge Investment Counsel Inc. | 80,090 | $6.26M | 1.67% | +805+1.0% | Added |
| Guinness Atkinson Asset Management Inc | 80,431 | $6.29M | 2.82% | +3,950+5.2% | Added |
| Kentucky Retirement Systems | 80,959 | $6.33M | 0.16% | −1,466−1.8% | Reduced |
| Wealthfront Advisers LLC | 81,269 | $6.36M | 0.01% | −4,994−5.8% | Reduced |
| St Germain D J Co Inc | 81,838 | $6.40M | 0.23% | +1,117+1.4% | Added |
| Investment Management Corp of Ontario | 81,896 | $6.41M | 0.08% | −9,800−10.7% | Reduced |
| Vident Advisory, LLC | 82,127 | $6.42M | 0.05% | −15,945−16.3% | Reduced |
| Citizens Financial Group Inc | 82,274 | $6.44M | 0.08% | +6,850+9.1% | Added |
| Zions Bancorporation, National Association | 84,120 | $6.58M | 0.39% | +46,637+124.4% | Added |
| Greenwood Capital Associates LLC | 84,156 | $6.58M | 0.65% | +18,407+28.0% | Added |
| Anchor Investment Management, LLC | 84,404 | $6.60M | 0.50% | −7,000−7.7% | Reduced |
| Azzad Asset Management Inc | 84,606 | $6.62M | 0.59% | +16,859+24.9% | Added |
| Kestra Private Wealth Services, LLC | 84,879 | $6.64M | 0.07% | −29,769−26.0% | Reduced |
| Concurrent Investment Advisors, LLC | 66,494 | $6.71M | 0.06% | −18,433−21.7% | Reduced |
| Nicholas Company, Inc. | 85,735 | $6.71M | 0.12% | +135+0.2% | Added |
| Cardinal Capital Management | 85,040 | $6.71M | 0.81% | +1,364+1.6% | Added |
| Manning & Napier Advisors LLC | 83,027 | $6.72M | 0.09% | +168+0.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 85,942 | $6.72M | 1.52% | +1,098+1.3% | Added |
| HGK Asset Management Inc | 87,326 | $6.83M | 0.93% | −2,183−2.4% | Reduced |
| Washington Trust Co | 88,382 | $6.91M | 0.21% | −2,795−3.1% | Reduced |
| Lansdowne Partners (UK) LLP | 88,839 | $6.95M | 0.29% | 00.0% | Unchanged |
| Havemeyer Place LP | 89,514 | $7.00M | 0.69% | +72,147+415.4% | Added |
| Saudi Central Bank | 89,872 | $7.03M | 0.09% | +42,551+89.9% | Added |
| American National Bank | 89,915 | $7.03M | 0.60% | −10,843−10.8% | Reduced |
| Clark Estates Inc | 90,000 | $7.04M | 1.62% | −65,000−41.9% | Reduced |
| Caption Management, LLC | 90,000 | $7.04M | 0.25% | +90,000 | New |
| Brinker Capital Investments, LLC | 90,220 | $7.06M | 0.05% | −9,854−9.8% | Reduced |
| Estabrook Capital Management | 90,289 | $7.06M | 0.96% | +5,830+6.9% | Added |
| Hennessy Advisors Inc | 90,326 | $7.07M | 0.23% | +30,326+50.5% | Added |
| Tocqueville Asset Management L.P. | 90,968 | $7.12M | 0.09% | −79,865−46.8% | Reduced |
| Financial & Tax Architects, LLC | 91,508 | $7.16M | 1.51% | +16,872+22.6% | Added |
| Vestmark Advisory Solutions, Inc. | 92,156 | $7.21M | 0.07% | −6,564−6.6% | Reduced |
| Marco Investment Management LLC | 92,878 | $7.27M | 0.48% | −875−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 93,385 | $7.31M | 0.96% | +5,913+6.8% | Added |
| TriCert Investment Counsel Inc. | 93,570 | $7.32M | 0.68% | +93,570 | New |
| Pinnacle Associates Ltd | 93,615 | $7.32M | 0.08% | −27,240−22.5% | Reduced |
| Armstrong Henry H Associates Inc | 94,280 | $7.38M | 0.71% | −5,329−5.3% | Reduced |
| River Road Asset Management, LLC | 94,799 | $7.42M | 0.08% | −4,476−4.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 95,188 | $7.45M | 0.50% | +2,239+2.4% | Added |
| Argent Trust Co | 95,511 | $7.47M | 0.22% | +2,985+3.2% | Added |
| Equitable Trust Co | 96,125 | $7.52M | 0.31% | −15,298−13.7% | Reduced |
| Sit Investment Associates Inc | 96,225 | $7.53M | 0.14% | −9,235−8.8% | Reduced |
| Mengis Capital Management, Inc. | 96,412 | $7.54M | 1.15% | +85+0.1% | Added |
| Regal Investment Advisors LLC | 96,561 | $7.55M | 0.39% | −4,950−4.9% | Reduced |
| Veritas Asset Management LLP | 96,690 | $7.56M | 0.14% | −66,018−40.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 92,073 | $7.59M | 0.19% | +15,102+19.6% | Added |
| Providence Capital Advisors, LLC | 97,100 | $7.60M | 1.15% | +23,100+31.2% | Added |
| Gulf International Bank (UK) Ltd | 97,474 | $7.63M | 0.15% | −1,513−1.5% | Reduced |
| CX Institutional | 97,525 | $7.63M | 0.22% | +15,411+18.8% | Added |
| HB Wealth Management, LLC | 98,948 | $7.74M | 0.04% | −2,820−2.8% | Reduced |
| Westchester Capital Management, Inc. | 99,190 | $7.76M | 1.40% | −2,132−2.1% | Reduced |
| First American Trust, FSB | 99,392 | $7.78M | 0.47% | −36,858−27.1% | Reduced |
| ASR Vermogensbeheer N.V. | 99,754 | $7.80M | 0.08% | −56,649−36.2% | Reduced |
| Mizuho Securities USA LLC | 100,514 | $7.86M | 0.13% | +23,011+29.7% | Added |
| Diversified Trust Co | 100,658 | $7.87M | 0.13% | −11,122−9.9% | Reduced |
| Banque de Luxembourg S.A. | 100,738 | $7.88M | 3.72% | +4,057+4.2% | Added |
| Ieq Capital, LLC | 100,956 | $7.90M | 0.04% | +77,713+334.4% | Added |
| Reuter James Wealth Management, LLC | 101,418 | $7.93M | 1.05% | +9,063+9.8% | Added |
| Hudson Valley Investment Advisors Inc | 101,692 | $7.96M | 0.97% | −480.0% | Reduced |
| Game Creek Capital, LP | 101,750 | $7.96M | 3.44% | +7,875+8.4% | Added |
| Kornitzer Capital Management Inc | 103,155 | $8.07M | 0.17% | −19,004−15.6% | Reduced |
| Intech Investment Management LLC | 103,572 | $8.10M | 0.07% | +54,599+111.5% | Added |
| Monte Financial Group, LLC | 94,960 | $8.11M | 2.60% | +36,975+63.8% | Added |
| Ogorek Anthony Joseph | 104,699 | $8.19M | 2.03% | +184+0.2% | Added |
| Diversify Wealth Management, LLC | 97,290 | $8.19M | 0.14% | −1,157−1.2% | Reduced |
| Diversify Advisory Services, LLC | 97,290 | $8.19M | 0.14% | +93,869+2,743.9% | Added |
| Value Partners Investments Inc. | 105,000 | $8.20M | 0.57% | −278−0.3% | Reduced |