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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 6,175 | $483.1K | 0.01% | −650−9.5% | Reduced |
| First PREMIER Bank | 6,182 | $483.0K | 0.08% | +295+5.0% | Added |
| KPP Advisory Services LLC | 6,168 | $482.5K | 0.06% | +371+6.4% | Added |
| Arq Wealth Advisors, LLC | 5,883 | $481.8K | 0.06% | −21,100−78.2% | Reduced |
| Triad Wealth Partners, LLC | 5,553 | $481.4K | 0.03% | +1,564+39.2% | Added |
| Caldwell Trust Co | 6,152 | $481.3K | 0.04% | −684−10.0% | Reduced |
| Marino, Stram & Associates LLC | 6,113 | $478.2K | 0.08% | −261−4.1% | Reduced |
| Wedmont Private Capital | 5,701 | $478.1K | 0.01% | −1,336−19.0% | Reduced |
| First National Bank & Trust Co of Newtown | 5,594 | $477.7K | 0.10% | −35−0.6% | Reduced |
| Continuum Advisory, LLC | 6,055 | $473.7K | 0.04% | −44,102−87.9% | Reduced |
| Avestar Capital, LLC | 6,049 | $473.2K | 0.03% | −1,170−16.2% | Reduced |
| Financial Management Professionals, Inc. | 5,993 | $473.1K | 0.04% | −41−0.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 5,990 | $472.9K | 0.13% | −30,237−83.5% | Reduced |
| Ipsen Advisor Group LLC | 6,015 | $470.6K | 0.30% | −86−1.4% | Reduced |
| Parkside Financial Bank & Trust | 6,009 | $470.1K | 0.03% | −1,110−15.6% | 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 |
| West Michigan Advisors, LLC | 5,918 | $467.2K | 0.09% | −2,156−26.7% | Reduced |
| Kera Capital Partners, Inc. | 5,937 | $464.5K | 0.04% | +681+13.0% | Added |
| IVC Wealth Advisors LLC | 5,922 | $463.3K | 0.18% | −174−2.9% | Reduced |
| Aegis Wealth Management LLC | 5,907 | $462.1K | 0.22% | −99−1.6% | Reduced |
| Colonial Trust Co | 5,897 | $461.3K | 0.06% | −4,656−44.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 5,838 | $456.7K | 0.19% | +5,838 | New |
| Intesa Sanpaolo Wealth Management | 5,813 | $454.8K | 0.09% | −1,200−17.1% | Reduced |
| BTG Pactual Asset Management US LLC | 5,809 | $454.4K | 0.03% | +5,809 | New |
| LSV Asset Management | 5,800 | $454.0K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,797 | $453.5K | 0.01% | −624−9.7% | Reduced |
| Plan A Wealth LLC | 5,788 | $452.8K | 0.19% | +554+10.6% | Added |
| Aspiriant, LLC | 5,770 | $451.4K | 0.01% | +211+3.8% | Added |
| Investment Advisory Services Inc | 5,765 | $451.0K | 0.13% | −2,448−29.8% | Reduced |
| Oslo Pensjonsforsikring AS | 5,736 | $448.7K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 5,711 | $446.8K | 0.04% | −2,438−29.9% | Reduced |
| BlueStem Wealth Partners, LLC | 5,711 | $446.8K | 0.04% | +1,309+29.7% | Added |
| Hillman Capital Management, Inc. | 5,707 | $446.5K | 0.32% | +2,039+55.6% | Added |
| Sandro Wealth Management LLC | 5,691 | $445.2K | 0.32% | +879+18.3% | Added |
| WealthPlan Investment Management, LLC | 5,684 | $444.7K | 0.02% | +218+4.0% | Added |
| StoneX Group Inc. | 5,709 | $444.0K | 0.02% | +5,709 | New |
| DecisionMap Wealth Management, LLC | 5,676 | $444.0K | 0.25% | +267+4.9% | Added |
| Clear Harbor Asset Management, LLC | 5,674 | $443.9K | 0.03% | −3,515−38.3% | Reduced |
| Inscription Capital, LLC | 5,643 | $441.4K | 0.04% | −5,683−50.2% | Reduced |
| Valmark Advisers, Inc. | 5,637 | $441.0K | 0.00% | −26−0.5% | Reduced |
| Evansbrook LLC | 5,622 | $439.8K | 0.26% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,559 | $438.6K | 0.03% | +845+17.9% | Added |
| Waterfront Wealth Inc. | 5,225 | $438.2K | 0.07% | +5,225 | New |
| Finward Bancorp | 5,600 | $438.1K | 0.33% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5,588 | $437.1K | 0.08% | −2,776−33.2% | Reduced |
| Harbour Wealth Management Group, Inc. | 5,571 | $435.8K | 0.29% | +110+2.0% | Added |
| Argonautica Private Wealth Management, Inc | 5,570 | $435.8K | 0.11% | +18+0.3% | Added |
| Cypress Capital Group | 5,565 | $435.4K | 0.04% | +200+3.7% | Added |
| Beta Wealth Group, Inc. | 5,556 | $434.6K | 0.16% | +436+8.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,528 | $432.5K | 0.01% | +731+15.2% | Added |
| Waddell & Associates, LLC | 5,528 | $432.5K | 0.02% | +5,528 | New |
| Ellevest, Inc. | 5,417 | $431.3K | 0.05% | +2,226+69.8% | Added |
| Woodward Diversified Capital, LLC | 5,510 | $431.1K | 0.19% | −5−0.1% | Reduced |
| Roffman Miller Associates Inc | 5,484 | $429.0K | 0.02% | −311−5.4% | Reduced |
| Stonebrook Private Inc. | 5,476 | $428.4K | 0.08% | −4,472−45.0% | Reduced |
| Tred Avon Family Wealth, LLC | 5,474 | $428.2K | 0.13% | −823−13.1% | Reduced |
| Applied Capital LLC | 5,466 | $427.6K | 0.29% | 00.0% | Unchanged |
| Readystate Asset Management LP | 5,451 | $426.4K | 0.02% | +2,492+84.2% | Added |
| SeaCrest Wealth Management, LLC | 5,431 | $424.9K | 0.05% | −507−8.5% | Reduced |
| One Capital Management, LLC | 4,878 | $422.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5,391 | $421.7K | 0.10% | −1,163−17.7% | Reduced |
| Polymer Capital Management (US) LLC | 5,370 | $420.1K | 0.06% | +972+22.1% | Added |
| Aviance Capital Partners, LLC | 5,355 | $418.9K | 0.04% | +68+1.3% | Added |
| Camden Capital, LLC | 5,354 | $418.8K | 0.02% | +829+18.3% | Added |
| Los Angeles Capital Management LLC | 5,351 | $418.6K | 0.00% | −385−6.7% | Reduced |
| Values First Advisors, Inc. | 5,351 | $418.6K | 0.19% | +47+0.9% | Added |
| First County Bank | 5,336 | $417.4K | 0.20% | +402+8.1% | Added |
| MQS Management LLC | 5,335 | $417.4K | 0.51% | −4,401−45.2% | Reduced |
| Ti-Trust, Inc | 5,335 | $417.4K | 0.22% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 5,319 | $416.1K | 0.45% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $415.4K | 0.17% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 5,308 | $415.2K | 0.28% | −537−9.2% | Reduced |
| Keystone Financial Group | 5,307 | $415.2K | 0.02% | +1,240+30.5% | Added |
| Legacy Financial Advisors, Inc. | 5,299 | $414.5K | 0.05% | −299−5.3% | Reduced |
| Quadrant Capital Group LLC | 5,293 | $414.1K | 0.01% | −13,495−71.8% | Reduced |
| Strategic Advisors LLC | 5,284 | $413.4K | 0.09% | −2,404−31.3% | Reduced |
| Everhart Financial Group, Inc. | 5,246 | $410.4K | 0.03% | −774−12.9% | Reduced |
| Great Diamond Partners, LLC | 5,198 | $406.6K | 0.07% | +183+3.6% | Added |
| Advisor Resource Council | 4,892 | $406.3K | 0.14% | −4,927−50.2% | Reduced |
| Redmond Asset Management, LLC | 5,186 | $405.7K | 0.10% | −151−2.8% | Reduced |
| Parcion Private Wealth LLC | 5,183 | $405.4K | 0.02% | +2,406+86.6% | Added |
| Defiance ETFs, LLC | 5,118 | $405.3K | 0.01% | +864+20.3% | Added |
| Weiss Asset Management LP | 5,167 | $404.2K | 0.00% | +5,167 | New |
| City State Bank | 5,161 | $403.7K | 0.09% | −50−1.0% | Reduced |
| FSM Wealth Advisors, LLC | 5,153 | $403.1K | 0.04% | −302−5.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,148 | $402.7K | 0.01% | −73,840−93.5% | Reduced |
| Davidson Trust Co | 5,146 | $402.6K | 0.16% | −20−0.4% | Reduced |
| Axecap Investments, LLC | 5,146 | $402.6K | 0.22% | 00.0% | Unchanged |
| NBH Bank | 5,141 | $402.2K | 0.17% | +5,141 | New |
| B&L Asset Management LLC | 5,132 | $401.5K | 0.14% | +1,229+31.5% | Added |
| Blueshift Asset Management, LLC | 5,128 | $401.2K | 0.09% | +5,128 | New |
| Valley National Advisers Inc | 5,125 | $400.9K | 0.04% | −1,644−24.3% | Reduced |
| SGL Investment Advisors, Inc. | 4,467 | $399.4K | 0.14% | +4,467 | New |
| Register Financial Advisors LLC | 5,082 | $397.6K | 0.12% | −59−1.1% | Reduced |
| Cape Investment Advisory, Inc. | 5,074 | $396.9K | 0.11% | +651+14.7% | Added |
| Genesis Private Wealth, LLC | 5,067 | $396.4K | 0.11% | +677+15.4% | Added |
| Washington Trust Bank | 5,029 | $393.4K | 0.03% | −112−2.2% | Reduced |
| Capital Management Associates, Inc | 5,024 | $393.0K | 0.08% | −516−9.3% | Reduced |
| Legacy Advisory Services, LLC | 5,014 | $392.3K | 0.28% | −351−6.5% | Reduced |