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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 3,645 | $285.2K | 0.01% | +837+29.8% | Added |
| Burke & Herbert Bank & Trust Co | 3,649 | $285.5K | 0.07% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,428 | $287.4K | 0.00% | −152−4.2% | Reduced |
| Moment Partners, LLC | 3,640 | $287.4K | 0.05% | +91+2.6% | Added |
| Alpha Omega Wealth Management LLC | 3,679 | $287.8K | 0.04% | +605+19.7% | Added |
| Code Waechter LLC | 3,697 | $289.2K | 0.15% | +3,697 | New |
| Stokes Capital Advisors, LLC | 3,700 | $289.5K | 0.06% | −1,346−26.7% | Reduced |
| 111 Capital | 3,730 | $291.8K | 0.05% | +3,730 | New |
| Independent Wealth Network Inc. | 3,730 | $291.8K | 0.07% | +3,730 | New |
| Independence Wealth Advisors, LLC | 3,731 | $291.9K | 0.15% | +1,140+44.0% | Added |
| Silverlake Wealth Management LLC | 3,734 | $292.1K | 0.06% | −313−7.7% | Reduced |
| Thrive Wealth Management, LLC | 3,745 | $293.0K | 0.04% | −679−15.3% | Reduced |
| Triumph Capital Management | 3,750 | $293.4K | 0.05% | +254+7.3% | Added |
| Harbour Trust & Investment Management Co | 3,756 | $293.8K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 3,771 | $295.0K | 0.02% | −938−19.9% | Reduced |
| Northstar Asset Management LLC | 3,550 | $295.4K | 0.06% | −900−20.2% | Reduced |
| Oxford Asset Management LLP | 3,790 | $296.5K | 0.15% | +3,790 | New |
| Stratos Wealth Advisors, LLC | 3,800 | $297.3K | 0.02% | −305−7.4% | Reduced |
| Evelyn Partners Group Ltd | 3,808 | $297.9K | 0.01% | +3,808 | New |
| Versant Capital Management, Inc | 3,816 | $298.5K | 0.03% | −1,464−27.7% | Reduced |
| Patten Group, Inc. | 3,824 | $299.2K | 0.05% | −1,310−25.5% | Reduced |
| Sunpointe, LLC | 3,831 | $299.7K | 0.09% | +3,831 | New |
| Ambassador Advisors, LLC | 3,833 | $299.9K | 0.04% | −694−15.3% | Reduced |
| Fortis Capital Advisors, LLC | 3,873 | $303.0K | 0.03% | −639−14.2% | Reduced |
| Rossby Financial, LCC | 3,877 | $303.3K | 0.06% | −148−3.7% | Reduced |
| Claro Advisors LLC | 3,880 | $303.6K | 0.03% | +513+15.2% | Added |
| Proficio Capital Partners LLC | 3,882 | $303.7K | 0.01% | +3,882 | New |
| PDS Planning, Inc | 3,892 | $304.5K | 0.02% | +318+8.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,895 | $304.7K | 0.02% | −1,137−22.6% | Reduced |
| Chapin Davis, Inc. | 3,898 | $304.9K | 0.05% | +1,151+41.9% | Added |
| Silver Oak Securities, Inc | 3,905 | $305.5K | 0.02% | +265+7.3% | Added |
| Gen-Wealth Partners Inc | 3,905 | $305.5K | 0.08% | −170−4.2% | Reduced |
| Creekside Partners | 3,941 | $308.3K | 0.11% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 3,679 | $308.6K | 0.18% | −62−1.7% | Reduced |
| Kathmere Capital Management, LLC | 3,953 | $309.2K | 0.02% | −5,010−55.9% | Reduced |
| Virtue Capital Management, LLC | 3,953 | $309.2K | 0.04% | −251−6.0% | Reduced |
| Severin Investments, LLC | 3,954 | $309.3K | 0.23% | +204+5.4% | Added |
| MBA Advisors LLC | 3,956 | $309.5K | 0.11% | −173−4.2% | Reduced |
| Intergy Private Wealth, LLC | 3,956 | $309.5K | 0.07% | +550+16.1% | Added |
| Agf Management Ltd | 3,983 | $311.6K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,893 | $312.3K | 0.03% | +939+31.8% | Added |
| Strategy Asset Managers LLC | 3,999 | $312.8K | 0.05% | +556+16.1% | Added |
| Twin Lakes Capital Management, LLC | 4,005 | $313.3K | 0.12% | −200−4.8% | Reduced |
| Donaldson Capital Management, LLC | 4,013 | $313.9K | 0.01% | +4,013 | New |
| Washington Capital Management Inc | 4,030 | $315.3K | 0.21% | −175−4.2% | Reduced |
| Bristlecone Value Partners, LLC | 4,060 | $317.6K | 0.26% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 4,061 | $317.7K | 0.09% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,668 | $318.7K | 0.02% | −206−5.3% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 4,080 | $319.2K | 0.12% | +4,080 | New |
| Heritage Family Offices, LLP | 4,080 | $319.2K | 0.12% | −1,643−28.7% | Reduced |
| UMA Financial Services, Inc. | 4,088 | $319.8K | 0.04% | +290+7.6% | Added |
| Empower Advisory Group, LLC | 4,090 | $320.0K | 0.00% | −158−3.7% | Reduced |
| Millstone Evans Group, LLC | 4,091 | $320.0K | 0.17% | −477−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,091 | $320.1K | 0.02% | −2,637−39.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,092 | $320.1K | 0.01% | −324−7.3% | Reduced |
| Vanguard National Trust Co | 4,112 | $321.7K | 0.02% | +3,131+319.2% | Added |
| One Wealth Capital Management, LLC | 4,117 | $322.1K | 0.09% | +4,117 | New |
| Aventura Private Wealth, LLC | 4,120 | $322.3K | 0.10% | −554−11.9% | Reduced |
| QTR Family Wealth, LLC | 4,122 | $322.5K | 0.11% | +4,122 | New |
| Cascades Capital Asset Management, LLC | 4,131 | $323.2K | 0.12% | −622−13.1% | Reduced |
| TigerOak Management, L.L.C. | 4,132 | $323.2K | 0.09% | −33−0.8% | Reduced |
| Certior Financial Group, LLC | 4,141 | $323.9K | 0.18% | +257+6.6% | Added |
| Renasant Bank | 4,146 | $324.3K | 0.21% | +1,011+32.2% | Added |
| Copley Financial Group, Inc. | 4,149 | $324.6K | 0.20% | −1,719−29.3% | Reduced |
| Manchester Capital Management LLC | 4,152 | $324.8K | 0.04% | −121−2.8% | Reduced |
| Cambridge Advisors Inc. | 4,160 | $325.4K | 0.06% | −1,075−20.5% | Reduced |
| InvesTrust | 4,165 | $325.8K | 0.13% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,167 | $326.0K | 0.05% | −978−19.0% | Reduced |
| CWA Asset Management Group, LLC | 4,167 | $326.0K | 0.01% | −231−5.3% | Reduced |
| Riverbend Wealth Management, LLC | 4,169 | $326.1K | 0.17% | +282+7.3% | Added |
| Radnor Capital Management, LLC | 4,170 | $326.2K | 0.05% | −550−11.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,172 | $326.6K | 0.02% | −982−19.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,180 | $327.0K | 0.02% | +800+23.7% | Added |
| Cary Street Partner Investment Advisory LLC | 4,188 | $327.7K | 0.07% | +1,284+44.2% | Added |
| BSW Wealth Partners | 4,203 | $328.8K | 0.04% | +4,203 | New |
| Bartlett & Co. Wealth Management LLC | 4,181 | $329.5K | 0.00% | +580+16.1% | Added |
| Baker Avenue Asset Management, LP | 4,212 | $329.5K | 0.01% | +996+31.0% | Added |
| Widmann Financial Services, Inc. | 4,217 | $329.9K | 0.18% | −640−13.2% | Reduced |
| Everpar Advisors LLC | 4,218 | $330.0K | 0.09% | −460−9.8% | Reduced |
| Maia Wealth LLC | 4,225 | $330.5K | 0.05% | −189−4.3% | Reduced |
| Virtu Financial LLC | 4,242 | $332.0K | 0.01% | −10,503−71.2% | Reduced |
| Global View Capital Management LLC | 4,253 | $332.7K | 0.07% | −250−5.6% | Reduced |
| Bollard Group LLC | 4,253 | $333.0K | 0.01% | +34+0.8% | Added |
| Trustco Bank Corp N Y | 4,294 | $335.9K | 0.24% | −100−2.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,299 | $336.3K | 0.09% | +179+4.3% | Added |
| Plimoth Trust Co LLC | 4,302 | $336.5K | 0.07% | −185−4.1% | Reduced |
| Hall Capital Management Co Inc | 4,302 | $336.5K | 0.10% | −6−0.1% | Reduced |
| Fiduciary Group LLC | 4,311 | $337.3K | 0.03% | −660−13.3% | Reduced |
| Shum Financial Group, Inc. | 4,329 | $338.7K | 0.20% | −166−3.7% | Reduced |
| West Family Investments, Inc. | 4,330 | $338.7K | 0.10% | +1,148+36.1% | Added |
| Balboa Wealth Partners | 4,342 | $339.6K | 0.05% | +325+8.1% | Added |
| Quarry LP | 4,342 | $339.7K | 0.05% | +1,648+61.2% | Added |
| Bank & Trust Co | 4,373 | $342.1K | 0.22% | +121+2.8% | Added |
| Caldwell Sutter Capital, Inc. | 4,379 | $342.6K | 0.13% | +236+5.7% | Added |
| TRB Wealth Management, LLC | 4,417 | $345.5K | 0.05% | +793+21.9% | Added |
| Abbot Financial Management, Inc. | 4,418 | $345.6K | 0.13% | +82+1.9% | Added |
| US Asset Management LLC | 4,426 | $346.2K | 0.26% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,434 | $346.9K | 0.02% | −112−2.5% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $347.3K | 0.09% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,449 | $348.0K | 0.02% | −1,735−28.1% | Reduced |