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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | 5,556 | $434.6K | 0.16% | +436+8.5% | Added |
| Cypress Capital Group | 5,565 | $435.4K | 0.04% | +200+3.7% | Added |
| Argonautica Private Wealth Management, Inc | 5,570 | $435.8K | 0.11% | +18+0.3% | Added |
| Harbour Wealth Management Group, Inc. | 5,571 | $435.8K | 0.29% | +110+2.0% | Added |
| Cherry Tree Wealth Management, LLC | 5,588 | $437.1K | 0.08% | −2,776−33.2% | Reduced |
| Finward Bancorp | 5,600 | $438.1K | 0.33% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,225 | $438.2K | 0.07% | +5,225 | New |
| Moss Adams Wealth Advisors LLC | 5,559 | $438.6K | 0.03% | +845+17.9% | Added |
| Evansbrook LLC | 5,622 | $439.8K | 0.26% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,637 | $441.0K | 0.00% | −26−0.5% | Reduced |
| Inscription Capital, LLC | 5,643 | $441.4K | 0.04% | −5,683−50.2% | Reduced |
| Clear Harbor Asset Management, LLC | 5,674 | $443.9K | 0.03% | −3,515−38.3% | Reduced |
| DecisionMap Wealth Management, LLC | 5,676 | $444.0K | 0.25% | +267+4.9% | Added |
| StoneX Group Inc. | 5,709 | $444.0K | 0.02% | +5,709 | New |
| WealthPlan Investment Management, LLC | 5,684 | $444.7K | 0.02% | +218+4.0% | Added |
| Sandro Wealth Management LLC | 5,691 | $445.2K | 0.32% | +879+18.3% | Added |
| Hillman Capital Management, Inc. | 5,707 | $446.5K | 0.32% | +2,039+55.6% | Added |
| BlueStem Wealth Partners, LLC | 5,711 | $446.8K | 0.04% | +1,309+29.7% | Added |
| Trust Point Inc. | 5,711 | $446.8K | 0.04% | −2,438−29.9% | Reduced |
| Oslo Pensjonsforsikring AS | 5,736 | $448.7K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,765 | $451.0K | 0.13% | −2,448−29.8% | Reduced |
| Aspiriant, LLC | 5,770 | $451.4K | 0.01% | +211+3.8% | Added |
| Plan A Wealth LLC | 5,788 | $452.8K | 0.19% | +554+10.6% | Added |
| Carnegie Capital Asset Management, LLC | 5,797 | $453.5K | 0.01% | −624−9.7% | Reduced |
| LSV Asset Management | 5,800 | $454.0K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 5,809 | $454.4K | 0.03% | +5,809 | New |
| Intesa Sanpaolo Wealth Management | 5,813 | $454.8K | 0.09% | −1,200−17.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 5,838 | $456.7K | 0.19% | +5,838 | New |
| Colonial Trust Co | 5,897 | $461.3K | 0.06% | −4,656−44.1% | Reduced |
| Aegis Wealth Management LLC | 5,907 | $462.1K | 0.22% | −99−1.6% | Reduced |
| IVC Wealth Advisors LLC | 5,922 | $463.3K | 0.18% | −174−2.9% | Reduced |
| Kera Capital Partners, Inc. | 5,937 | $464.5K | 0.04% | +681+13.0% | Added |
| West Michigan Advisors, LLC | 5,918 | $467.2K | 0.09% | −2,156−26.7% | Reduced |
| Jupiter Wealth Management LLC | 6,000 | $469.4K | 0.19% | 00.0% | Unchanged |
| Northland Securities, Inc. | 6,000 | $469.4K | 0.27% | +6,000 | New |
| Parkside Financial Bank & Trust | 6,009 | $470.1K | 0.03% | −1,110−15.6% | Reduced |
| Ipsen Advisor Group LLC | 6,015 | $470.6K | 0.30% | −86−1.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 5,990 | $472.9K | 0.13% | −30,237−83.5% | Reduced |
| Financial Management Professionals, Inc. | 5,993 | $473.1K | 0.04% | −41−0.7% | Reduced |
| Avestar Capital, LLC | 6,049 | $473.2K | 0.03% | −1,170−16.2% | Reduced |
| Continuum Advisory, LLC | 6,055 | $473.7K | 0.04% | −44,102−87.9% | Reduced |
| First National Bank & Trust Co of Newtown | 5,594 | $477.7K | 0.10% | −35−0.6% | Reduced |
| Wedmont Private Capital | 5,701 | $478.1K | 0.01% | −1,336−19.0% | Reduced |
| Marino, Stram & Associates LLC | 6,113 | $478.2K | 0.08% | −261−4.1% | Reduced |
| Caldwell Trust Co | 6,152 | $481.3K | 0.04% | −684−10.0% | Reduced |
| Triad Wealth Partners, LLC | 5,553 | $481.4K | 0.03% | +1,564+39.2% | Added |
| Arq Wealth Advisors, LLC | 5,883 | $481.8K | 0.06% | −21,100−78.2% | Reduced |
| KPP Advisory Services LLC | 6,168 | $482.5K | 0.06% | +371+6.4% | Added |
| First PREMIER Bank | 6,182 | $483.0K | 0.08% | +295+5.0% | Added |
| Quotient Wealth Partners, LLC | 6,175 | $483.1K | 0.01% | −650−9.5% | Reduced |
| Alliance Wealth Advisors, LLC | 6,196 | $484.7K | 0.19% | +1,068+20.8% | Added |
| North Dallas Bank & Trust Co | 6,199 | $484.9K | 0.29% | −73−1.2% | Reduced |
| General Partner, Inc. | 6,199 | $484.9K | 0.26% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,203 | $485.3K | 0.04% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,253 | $489.2K | 0.11% | +2,070+49.5% | Added |
| Beaumont Asset Management, L.L.C. | 6,265 | $490.1K | 0.19% | −32−0.5% | Reduced |
| Prudent Man Advisors, LLC | 6,302 | $493.0K | 0.11% | +779+14.1% | Added |
| Jamison Private Wealth Management, Inc. | 6,311 | $493.7K | 0.05% | −503−7.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,322 | $494.6K | 0.11% | +6,322 | New |
| Nemes Rush Group LLC | 6,322 | $494.6K | 0.04% | +204+3.3% | Added |
| White Pine Capital LLC | 6,332 | $495.4K | 0.12% | −218−3.3% | Reduced |
| New Wave Wealth Advisors LLC | 6,282 | $495.7K | 0.14% | +2,474+65.0% | Added |
| Financial Engines Advisors L.L.C. | 6,352 | $496.9K | 0.00% | +3,839+152.8% | Added |
| Delphi Management Inc | 6,350 | $497.0K | 0.49% | +6,350 | New |
| Sax Wealth Advisors, LLC | 5,736 | $497.0K | 0.02% | +2,441+74.1% | Added |
| Sittner & Nelson, LLC | 6,373 | $498.6K | 0.16% | +100+1.6% | Added |
| Ronald Blue Trust, Inc. | 6,380 | $499.1K | 0.01% | −1,880−22.8% | Reduced |
| Mayflower Financial Advisors, LLC | 6,406 | $501.1K | 0.04% | +627+10.8% | Added |
| Cambria Investment Management, L.P. | 6,411 | $501.5K | 0.02% | +41+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 6,430 | $503.0K | 0.12% | +30+0.5% | Added |
| Jeppson Wealth Management, LLC | 6,433 | $503.3K | 0.15% | +1,391+27.6% | Added |
| RiverFront Investment Group, LLC | 6,457 | $505.1K | 0.01% | +2,376+58.2% | Added |
| Syon Capital LLC | 6,458 | $505.2K | 0.02% | −2,952−31.4% | Reduced |
| Papp L Roy & Associates | 6,486 | $507.4K | 0.05% | −275−4.1% | Reduced |
| Aberdeen Wealth Management LLC | 6,508 | $509.1K | 0.24% | −5,346−45.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,514 | $509.6K | 0.05% | −1,507−18.8% | Reduced |
| Mitchell Sinkler & Starr | 6,551 | $512.5K | 0.21% | +92+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 6,566 | $513.7K | 0.01% | +19+0.3% | Added |
| Laurel Oak Wealth Management, LLC | 6,568 | $513.8K | 0.07% | +13+0.2% | Added |
| LCNB Corp | 6,572 | $514.1K | 0.16% | −1,100−14.3% | Reduced |
| Westside Investment Management, Inc. | 6,599 | $516.2K | 0.07% | −8,683−56.8% | Reduced |
| First Horizon Corp | 6,609 | $517.0K | 0.02% | −515−7.2% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 6,615 | $517.5K | 0.02% | −2,653−28.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,678 | $522.4K | 0.30% | +6,678 | New |
| Forza Wealth Management, LLC | 6,687 | $523.1K | 0.16% | −400−5.6% | Reduced |
| Value Investment Professionals, LLC | 6,702 | $524.3K | 0.44% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 6,711 | $525.0K | 0.05% | −1,640−19.6% | Reduced |
| Sig Brokerage, LP | 6,736 | $527.0K | 0.08% | +6,736 | New |
| Shufro Rose & Co LLC | 6,749 | $528.0K | 0.03% | −12,480−64.9% | Reduced |
| Great Oak Capital Partners, LLC | 6,337 | $529.6K | 0.11% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 6,340 | $529.8K | 0.11% | +172+2.8% | Added |
| RDA Financial Network | 6,823 | $533.8K | 0.12% | +675+11.0% | Added |
| Centaurus Financial, Inc. | 6,834 | $535.0K | 0.02% | −94−1.4% | Reduced |
| Norway Savings Bank | 6,869 | $537.4K | 0.23% | +2,607+61.2% | Added |
| Gilbert & Cook, Inc. | 6,876 | $537.9K | 0.06% | +116+1.7% | Added |
| Cheviot Value Management, LLC | 6,883 | $538.5K | 0.05% | −369−5.1% | Reduced |
| Roberts Glore & Co Inc | 6,987 | $546.6K | 0.14% | −10−0.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,994 | $547.1K | 0.31% | −260−3.6% | Reduced |
| Cim Investment Mangement Inc | 6,996 | $547.3K | 0.13% | −703−9.1% | Reduced |
| Wright Investors Service Inc | 7,000 | $547.6K | 0.15% | −43−0.6% | Reduced |