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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 12,153 | $950.7K | 0.04% | +12,153 | New |
| Paradigm Financial Partners, LLC | 12,147 | $950.2K | 0.09% | −3,613−22.9% | Reduced |
| Sawgrass Asset Management LLC | 12,113 | $947.6K | 0.13% | −3,658−23.2% | Reduced |
| American State Bank (Iowa) | 12,100 | $946.6K | 0.38% | +2,682+28.5% | Added |
| Tulsa Wealth Advisors, INC | 12,079 | $944.9K | 0.13% | −11,865−49.6% | Reduced |
| City Holding Co | 12,069 | $944.0K | 0.11% | +790+7.0% | Added |
| Cigna Investments Inc | 12,062 | $944.0K | 0.12% | −151−1.2% | Reduced |
| Probity Advisors, Inc. | 12,015 | $940.0K | 0.13% | −1,237−9.3% | Reduced |
| Two Sigma Securities, LLC | 12,011 | $939.6K | 0.08% | +7,721+180.0% | Added |
| Sachetta, LLC | 11,989 | $938.0K | 0.46% | +10,640+788.7% | Added |
| Keystone Financial Services | 11,949 | $934.8K | 0.24% | +2,155+22.0% | Added |
| Sagespring Wealth Partners, LLC | 11,922 | $932.7K | 0.01% | −24,405−67.2% | Reduced |
| Canandaigua National Bank & Trust Co | 11,842 | $926.4K | 0.08% | +11,842 | New |
| Castlekeep Investment Advisors LLC | 11,834 | $925.8K | 0.46% | −848−6.7% | Reduced |
| Schulhoff & Co Inc | 11,821 | $924.8K | 0.37% | −300−2.5% | Reduced |
| Persium Advisors, LLC | 11,767 | $920.5K | 0.60% | +2,401+25.6% | Added |
| Premier Path Wealth Partners, LLC | 11,763 | $920.2K | 0.11% | −4,292−26.7% | Reduced |
| Cape Ann Savings Bank | 11,707 | $915.8K | 0.43% | −214−1.8% | Reduced |
| Exeter Financial, LLC | 11,607 | $908.0K | 0.35% | −82−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,591 | $906.8K | 0.17% | −457−3.8% | Reduced |
| Lakeside Advisors, INC. | 11,568 | $904.9K | 0.57% | −292−2.5% | Reduced |
| TCM Advisors, LLC | – | $901.1K | 0.71% | – | – |
| Agate Pass Investment Management, LLC | 11,517 | $901.0K | 0.33% | −6,548−36.2% | Reduced |
| Marathon Capital Management | 11,357 | $888.4K | 0.18% | +8,543+303.6% | Added |
| Adviser Investments LLC | 11,355 | $888.3K | 0.01% | −248−2.1% | Reduced |
| Mission Wealth Management, LP | 11,330 | $886.4K | 0.01% | +7,087+167.0% | Added |
| Ameritas Investment Partners, Inc. | 11,327 | $886.1K | 0.02% | −328−2.8% | Reduced |
| Sectoral Asset Management Inc | 11,100 | $876.3K | 0.61% | 00.0% | Unchanged |
| Greenleaf Trust | 11,178 | $874.5K | 0.01% | −3,670−24.7% | Reduced |
| Epiq Partners, LLC | 11,153 | $872.5K | 0.37% | −100−0.9% | Reduced |
| Intrua Financial, LLC | 11,117 | $869.7K | 0.08% | −2,972−21.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,100 | $868.4K | 0.04% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 11,080 | $866.8K | 0.03% | +199+1.8% | Added |
| Paragon Private Wealth Management, LLC | 11,039 | $863.6K | 0.23% | −415−3.6% | Reduced |
| Meadowbrook Advisors Group, LLC | 11,017 | $861.9K | 0.46% | −9,274−45.7% | Reduced |
| Carnegie Lake Advisors LLC | 11,006 | $861.0K | 0.32% | −200−1.8% | Reduced |
| Jmac Enterprises LLC | 11,000 | $860.5K | 0.14% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,904 | $858.2K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 10,277 | $854.9K | 0.06% | −1,824−15.1% | Reduced |
| Moody National Bank Trust Division | 10,919 | $854.2K | 0.07% | −188−1.7% | Reduced |
| Meridian Wealth Management, LLC | 10,891 | $852.0K | 0.03% | −400−3.5% | Reduced |
| Advisortrust Partners, LLC | 10,875 | $850.8K | 0.29% | −35,124−76.4% | Reduced |
| Private Trust Co NA | 10,849 | $848.7K | 0.07% | +145+1.4% | Added |
| New Age Alpha Advisors, LLC | 10,845 | $848.4K | 0.04% | −3,756−25.7% | Reduced |
| Bearing Point Capital, LLC | 10,796 | $844.6K | 0.11% | +115+1.1% | Added |
| Legacy Capital Wealth Partners, LLC | 10,767 | $842.3K | 0.16% | +598+5.9% | Added |
| Salvus Wealth Management, LLC | 10,697 | $836.8K | 0.47% | +2,985+38.7% | Added |
| Corundum Group, Inc. | 10,694 | $836.6K | 0.25% | +381+3.7% | Added |
| High Net Worth Advisory Group LLC | 10,676 | $835.2K | 0.18% | −1,500−12.3% | Reduced |
| Unique Wealth Strategies, LLC | 10,663 | $834.2K | 0.30% | +354+3.4% | Added |
| Bigelow Investment Advisors, LLC | 10,654 | $833.5K | 0.30% | −471−4.2% | Reduced |
| Eagle Harbor Asset Management Inc | 10,501 | $821.5K | 0.65% | +277+2.7% | Added |
| Paladin Wealth, LLC | 10,485 | $820.2K | 0.48% | +245+2.4% | Added |
| Essex Financial Services, Inc. | 10,463 | $818.5K | 0.04% | −3,361−24.3% | Reduced |
| Grove Bank & Trust | 10,440 | $816.7K | 0.08% | +662+6.8% | Added |
| MONECO Advisors, LLC | 10,438 | $816.6K | 0.05% | +3,576+52.1% | Added |
| Legacy Capital Group California, Inc. | 10,418 | $815.0K | 0.25% | −251−2.4% | Reduced |
| Dudley Capital Management, LLC | 10,324 | $807.6K | 0.32% | +460+4.7% | Added |
| Advisor OS, LLC | 10,316 | $807.0K | 0.05% | −54−0.5% | Reduced |
| Belpointe Asset Management LLC | 10,258 | $802.5K | 0.03% | −1,203−10.5% | Reduced |
| Connable Office Inc | 10,208 | $798.6K | 0.07% | −169−1.6% | Reduced |
| Cahill Financial Advisors Inc | 10,206 | $798.4K | 0.08% | −1,023−9.1% | Reduced |
| Simmons Bank | 10,205 | $798.3K | 0.05% | +1,621+18.9% | Added |
| TSP Capital Management Group, LLC | 10,200 | $797.9K | 0.19% | – | – |
| First National Advisers, LLC | 10,171 | $795.7K | 0.11% | +10,171 | New |
| Capital Investment Advisors, LLC | 10,136 | $792.9K | 0.01% | −1,768−14.9% | Reduced |
| Sowell Financial Services LLC | 10,128 | $792.3K | 0.03% | −804−7.4% | Reduced |
| Lantern Wealth Advisors, LLC | 10,127 | $792.2K | 0.36% | +1,201+13.5% | Added |
| CVA Family Office, LLC | 10,083 | $788.8K | 0.07% | −741−6.8% | Reduced |
| Avantra Family Wealth, Inc. | 10,067 | $787.5K | 0.50% | −575−5.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 10,011 | $785.8K | 0.03% | +154+1.6% | Added |
| Park Place Capital Corp | 10,018 | $783.7K | 0.12% | +6,472+182.5% | Added |
| Smith, Moore & Co. | 10,000 | $782.3K | 0.05% | −2,287−18.6% | Reduced |
| Lyell Wealth Management, LP | 9,990 | $781.5K | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 9,971 | $780.0K | 0.29% | −11,005−52.5% | Reduced |
| Patten & Patten Inc | 9,966 | $779.6K | 0.04% | −2,500−20.1% | Reduced |
| 180 Wealth Advisors, LLC | 9,951 | $778.5K | 0.08% | −29,822−75.0% | Reduced |
| Whitener Capital Management, Inc. | 9,904 | $774.8K | 0.16% | −1,440−12.7% | Reduced |
| Live Oak Investment Partners | 9,892 | $773.9K | 0.42% | +512+5.5% | Added |
| Pekin Hardy Strauss, Inc. | 9,872 | $772.3K | 0.07% | −91−0.9% | Reduced |
| LRI Investments, LLC | 9,871 | $772.2K | 0.06% | +649+7.0% | Added |
| 1st Source Bank | 9,866 | $771.8K | 0.03% | −1,357−12.1% | Reduced |
| Chiron Capital Management, LLC | 9,821 | $768.3K | 0.69% | +5,075+106.9% | Added |
| Ausdal Financial Partners, Inc. | 9,817 | $768.2K | 0.03% | +510+5.5% | Added |
| Altfest L J & Co Inc | 9,804 | $767.0K | 0.07% | +72+0.7% | Added |
| Rehmann Capital Advisory Group | 9,799 | $766.5K | 0.04% | +1,150+13.3% | Added |
| Visionary Horizons, LLC | 9,777 | $764.9K | 0.32% | −8,054−45.2% | Reduced |
| Wellington Shields & Co., LLC | 9,775 | $764.7K | 0.17% | +1,600+19.6% | Added |
| LVM Capital Management Ltd | 9,745 | $762.0K | 0.06% | −1,465−13.1% | Reduced |
| Frank, Rimerman Advisors LLC | 9,725 | $760.8K | 0.04% | −4,640−32.3% | Reduced |
| Beacon Financial Advisory LLC | 9,721 | $760.5K | 0.15% | −167−1.7% | Reduced |
| Tranquilli Financial Advisor LLC | 9,712 | $759.8K | 0.41% | +2,655+37.6% | Added |
| Nvest Financial, LLC | 9,688 | $757.9K | 0.24% | −1,389−12.5% | Reduced |
| Phillip James Consulting Co. | 9,683 | $757.5K | 0.59% | +1,750+22.1% | Added |
| Truvestments Capital LLC | 9,680 | $757.3K | 0.11% | −478−4.7% | Reduced |
| Insigneo Advisory Services, LLC | 9,650 | $754.9K | 0.03% | −1,541−13.8% | Reduced |
| Central Trust Co | 9,634 | $753.7K | 0.01% | −1,595−14.2% | Reduced |
| 17 Capital Partners, LLC | 9,626 | $753.0K | 0.34% | −224−2.3% | Reduced |
| Vista Investment Partners LLC | 9,623 | $752.8K | 0.19% | −5,923−38.1% | Reduced |
| Banque Transatlantique SA | 9,620 | $752.6K | 0.02% | +14+0.1% | Added |