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: 11 institutions have reported holding MDT so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Heritage Family Offices, LLP | 4,080 | $319.2K | 0.12% | −1,643−28.7% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 4,080 | $319.2K | 0.12% | +4,080 | New |
| Sovran Advisors, LLC | 3,668 | $318.7K | 0.02% | −206−5.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 4,061 | $317.7K | 0.09% | 00.0% | Unchanged |
| Bristlecone Value Partners, LLC | 4,060 | $317.6K | 0.26% | 00.0% | Unchanged |
| Washington Capital Management Inc | 4,030 | $315.3K | 0.21% | −175−4.2% | Reduced |
| Donaldson Capital Management, LLC | 4,013 | $313.9K | 0.01% | +4,013 | New |
| Twin Lakes Capital Management, LLC | 4,005 | $313.3K | 0.12% | −200−4.8% | Reduced |
| Strategy Asset Managers LLC | 3,999 | $312.8K | 0.05% | +556+16.1% | Added |
| Symphony Financial, Ltd. Co. | 3,893 | $312.3K | 0.03% | +939+31.8% | Added |
| Agf Management Ltd | 3,983 | $311.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Severin Investments, LLC | 3,954 | $309.3K | 0.23% | +204+5.4% | Added |
| 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 |
| Nautilus Advisors LLC | 3,679 | $308.6K | 0.18% | −62−1.7% | Reduced |
| Creekside Partners | 3,941 | $308.3K | 0.11% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,905 | $305.5K | 0.08% | −170−4.2% | Reduced |
| Silver Oak Securities, Inc | 3,905 | $305.5K | 0.02% | +265+7.3% | Added |
| Chapin Davis, Inc. | 3,898 | $304.9K | 0.05% | +1,151+41.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,895 | $304.7K | 0.02% | −1,137−22.6% | Reduced |
| PDS Planning, Inc | 3,892 | $304.5K | 0.02% | +318+8.9% | Added |
| Proficio Capital Partners LLC | 3,882 | $303.7K | 0.01% | +3,882 | New |
| Claro Advisors LLC | 3,880 | $303.6K | 0.03% | +513+15.2% | Added |
| Rossby Financial, LCC | 3,877 | $303.3K | 0.06% | −148−3.7% | Reduced |
| Fortis Capital Advisors, LLC | 3,873 | $303.0K | 0.03% | −639−14.2% | Reduced |
| Ambassador Advisors, LLC | 3,833 | $299.9K | 0.04% | −694−15.3% | Reduced |
| Sunpointe, LLC | 3,831 | $299.7K | 0.09% | +3,831 | New |
| Patten Group, Inc. | 3,824 | $299.2K | 0.05% | −1,310−25.5% | Reduced |
| Versant Capital Management, Inc | 3,816 | $298.5K | 0.03% | −1,464−27.7% | Reduced |
| Evelyn Partners Group Ltd | 3,808 | $297.9K | 0.01% | +3,808 | New |
| Stratos Wealth Advisors, LLC | 3,800 | $297.3K | 0.02% | −305−7.4% | Reduced |
| Oxford Asset Management LLP | 3,790 | $296.5K | 0.15% | +3,790 | New |
| Northstar Asset Management LLC | 3,550 | $295.4K | 0.06% | −900−20.2% | Reduced |
| Summit Global Investments | 3,771 | $295.0K | 0.02% | −938−19.9% | Reduced |
| Harbour Trust & Investment Management Co | 3,756 | $293.8K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 3,750 | $293.4K | 0.05% | +254+7.3% | Added |
| Thrive Wealth Management, LLC | 3,745 | $293.0K | 0.04% | −679−15.3% | Reduced |
| Silverlake Wealth Management LLC | 3,734 | $292.1K | 0.06% | −313−7.7% | Reduced |
| Independence Wealth Advisors, LLC | 3,731 | $291.9K | 0.15% | +1,140+44.0% | Added |
| Independent Wealth Network Inc. | 3,730 | $291.8K | 0.07% | +3,730 | New |
| 111 Capital | 3,730 | $291.8K | 0.05% | +3,730 | New |
| Stokes Capital Advisors, LLC | 3,700 | $289.5K | 0.06% | −1,346−26.7% | Reduced |
| Code Waechter LLC | 3,697 | $289.2K | 0.15% | +3,697 | New |
| Alpha Omega Wealth Management LLC | 3,679 | $287.8K | 0.04% | +605+19.7% | Added |
| Moment Partners, LLC | 3,640 | $287.4K | 0.05% | +91+2.6% | Added |
| Apella Capital, LLC | 3,428 | $287.4K | 0.00% | −152−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,649 | $285.5K | 0.07% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,645 | $285.2K | 0.01% | +837+29.8% | Added |
| Waldron Private Wealth LLC | 3,642 | $284.8K | 0.01% | −315−8.0% | Reduced |
| American Trust | 3,636 | $284.4K | 0.02% | −145−3.8% | Reduced |
| BigSur Wealth Management LLC | 3,600 | $284.2K | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,611 | $282.5K | 0.04% | +72+2.0% | Added |
| Abel Hall, LLC | 3,607 | $282.2K | 0.05% | −2,403−40.0% | Reduced |
| Riversedge Advisors, LLC | 3,605 | $282.0K | 0.04% | +3,605 | New |
| Nwam LLC | 3,604 | $282.0K | 0.01% | −12,669−77.9% | Reduced |
| Strive Financial Group ,LLC | 3,588 | $280.7K | 0.12% | +300+9.1% | Added |
| High Note Wealth, LLC | 3,587 | $280.6K | 0.05% | +312+9.5% | Added |
| Stiles Financial Services Inc | 3,587 | $280.6K | 0.07% | +255+7.7% | Added |
| NCM Capital Management, LLC | 3,573 | $279.5K | 0.09% | +3,573 | New |
| PFG Advisors | 3,561 | $278.6K | 0.01% | −1,860−34.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,524 | $278.2K | 0.01% | +712+25.3% | Added |
| Natural Investments, LLC | 3,555 | $278.0K | 0.06% | −2,255−38.8% | Reduced |
| Carret Asset Management, LLC | 3,551 | $277.8K | 0.02% | +3,551 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,550 | $277.7K | 0.01% | −621−14.9% | Reduced |
| Clear Wave Wealth Management LLC | 3,544 | $277.2K | 0.06% | −81−2.2% | Reduced |
| Angeles Wealth Management, LLC | 3,505 | $277.1K | 0.01% | −2,538−42.0% | Reduced |
| Excalibur Management Corp | 3,531 | $276.2K | 0.09% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,521 | $275.4K | 0.11% | +1,055+42.8% | Added |
| Pines Wealth Management, LLC | 3,519 | $275.3K | 0.08% | −1,654−32.0% | Reduced |
| CM Wealth Advisors LLC | 3,468 | $273.8K | 0.05% | +258+8.0% | Added |
| Onefund, LLC | 3,498 | $273.6K | 0.16% | −27−0.8% | Reduced |
| Sym Financial Corp | 3,495 | $273.4K | 0.02% | +172+5.2% | Added |
| Guyasuta Investment Advisors Inc | 3,484 | $272.6K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,472 | $271.6K | 0.07% | −506−12.7% | Reduced |
| Mosaic Financial Group, LLC | 3,469 | $271.0K | 0.17% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3,453 | $270.1K | 0.01% | −29,737−89.6% | Reduced |
| Dakota Community Bank & Trust NA | 3,451 | $270.0K | 0.84% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,446 | $269.6K | 0.03% | −398−10.4% | Reduced |
| Arlington Partners LLC | 3,445 | $269.5K | 0.49% | +749+27.8% | Added |
| Summit Investment Advisory Services, LLC | 3,420 | $267.6K | 0.07% | −979−22.3% | Reduced |
| North Star Asset Management Inc | 3,406 | $266.4K | 0.01% | −1,263−27.1% | Reduced |
| Summit Wealth Partners, LLC | 3,393 | $265.4K | 0.04% | −260−7.1% | Reduced |
| Parkside Investments, LLC | 3,391 | $265.3K | 0.03% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 3,389 | $265.1K | 0.16% | −73−2.1% | Reduced |
| Asset One Wealth Management LLC | 3,277 | $263.7K | 0.03% | −2,804−46.1% | Reduced |
| Rexford Capital Inc | 3,370 | $263.6K | 0.16% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,358 | $262.7K | 0.05% | −5,202−60.8% | Reduced |
| Formidable Asset Management, LLC | 3,026 | $262.2K | 0.04% | −10−0.3% | Reduced |
| Balanced Rock Investment Advisor | 3,346 | $261.8K | 0.16% | −481−12.6% | Reduced |
| Bennett Associates Wealth Management | 3,342 | $261.4K | 0.16% | −190−5.4% | Reduced |
| Childress Capital Advisors, LLC | 3,318 | $259.6K | 0.04% | −3,315−50.0% | Reduced |
| Peoples Financial Services Corp. | 3,316 | $259.4K | 0.11% | −22−0.7% | Reduced |
| Florida Financial Advisors, LLC | 3,316 | $259.3K | 0.04% | −12−0.4% | Reduced |
| Vermillion Wealth Management, Inc. | 3,314 | $259.3K | 0.06% | −169−4.9% | Reduced |
| Horizon Bancorp Inc | 3,315 | $259.0K | 0.12% | −116−3.4% | Reduced |
| Berkshire Bank | 3,308 | $258.8K | 0.05% | −193−5.5% | Reduced |
| Cornerstone Wealth Group, LLC | 3,298 | $258.0K | 0.02% | −41,403−92.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,298 | $258.0K | 0.09% | +216+7.0% | Added |