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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 3,288 | $257.2K | 0.04% | +947+40.5% | Added |
| Verity Asset Management, Inc. | 3,278 | $256.4K | 0.10% | −976−22.9% | Reduced |
| Caerus Investment Advisors, LLC | 3,273 | $256.0K | 0.09% | +3,273 | New |
| Evergreen Wealth Solutions, LLC | 2,823 | $255.7K | 0.01% | −15−0.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,256 | $254.7K | 0.02% | −188−5.5% | Reduced |
| Juncture Wealth Strategies, LLC | 3,216 | $251.6K | 0.07% | −295−8.4% | Reduced |
| BridgePort Financial Solutions, LLC | 3,211 | $251.2K | 0.06% | +3,211 | New |
| Centurion Wealth Management LLC | 3,186 | $249.3K | 0.06% | −97−3.0% | Reduced |
| Founders Capital Management, LLC | 3,184 | $249.1K | 0.04% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 3,183 | $249.0K | 0.02% | +3,183 | New |
| Vann Equity Management LLC | 3,170 | $248.0K | 0.15% | +27+0.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,168 | $247.8K | 0.03% | +15+0.5% | Added |
| AlphaGrep UK Ltd | 3,163 | $247.4K | 0.08% | +3,163 | New |
| Flavin Financial Services, Inc. | 3,162 | $247.3K | 0.14% | +4+0.1% | Added |
| Maple Capital Management, Inc. | 3,149 | $246.3K | 0.01% | −967−23.5% | Reduced |
| Wedge Capital Management L L P | 3,143 | $245.9K | 0.00% | −480−13.2% | Reduced |
| Principle Wealth Partners LLC | 3,142 | $245.8K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,112 | $243.4K | 0.08% | −1,006−24.4% | Reduced |
| Saxony Capital Management, LLC | 3,101 | $242.6K | 0.11% | −170−5.2% | Reduced |
| Aspen Wealth Strategies, LLC | 3,097 | $242.3K | 0.12% | −113−3.5% | Reduced |
| Hardy Reed LLC | 3,090 | $241.7K | 0.02% | +305+11.0% | Added |
| Precedent Wealth Partners, LLC | 3,073 | $240.4K | 0.04% | +3,073 | New |
| Adelphi Trust Co | 3,072 | $240.3K | 0.16% | +3,072 | New |
| Capital Wealth Planning, LLC | 3,064 | $239.7K | 0.00% | −3,519,371−99.9% | Reduced |
| Atlantic Family Wealth, LLC | 3,044 | $238.1K | 0.15% | +3,044 | New |
| Insight 2811, Inc. | 3,038 | $237.7K | 0.10% | +3,038 | New |
| Cozad Asset Management Inc | 3,030 | $237.1K | 0.02% | +3,030 | New |
| Sound Financial Strategies Group, LLC | 3,029 | $237.0K | 0.15% | +136+4.7% | Added |
| Aspetuck Financial Management LLC | 3,025 | $236.6K | 0.14% | 00.0% | Unchanged |
| Optas, LLC | 3,020 | $236.3K | 0.03% | −2,837−48.4% | Reduced |
| Founders Financial Alliance, LLC | 3,019 | $236.2K | 0.03% | +396+15.1% | Added |
| North Star Investment Management Corp. | 3,014 | $235.8K | 0.01% | +19+0.6% | Added |
| Persistent Asset Partners Ltd | 3,012 | $235.6K | 0.07% | −234−7.2% | Reduced |
| Wealth Management Strategies, Inc. | 3,010 | $235.5K | 0.09% | −270−8.2% | Reduced |
| Inlet Private Wealth, LLC | 3,000 | $234.7K | 0.06% | −3,600−54.5% | Reduced |
| Core Wealth Partners LLC | 3,000 | $234.7K | 0.10% | 00.0% | Unchanged |
| DCF Advisers, LLC | 3,000 | $234.7K | 0.06% | +3,000 | New |
| Nicollet Investment Management, Inc. | 2,986 | $234.0K | 0.07% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,990 | $233.9K | 0.05% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 2,989 | $233.8K | 0.03% | −683−18.6% | Reduced |
| Affiance Financial, LLC | 2,979 | $233.0K | 0.03% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,965 | $232.0K | 0.03% | −200−6.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,827 | $231.8K | 0.03% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,960 | $231.6K | 0.00% | −6,491−68.7% | Reduced |
| CoreCap Advisors, LLC | 2,945 | $230.4K | 0.01% | +650+28.3% | Added |
| Capital Advisors, Ltd. LLC | 2,935 | $230.0K | 0.02% | −296−9.2% | Reduced |
| Endowment Wealth Management, Inc. | 2,936 | $229.7K | 0.09% | −26−0.9% | Reduced |
| TCP Asset Management, LLC | 2,922 | $228.6K | 0.03% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,917 | $228.2K | 0.05% | −1,713−37.0% | Reduced |
| Martin Investment Management, LLC | 2,906 | $227.3K | 0.08% | +36+1.3% | Added |
| First Foundation Advisors | 2,902 | $227.0K | 0.01% | −100−3.3% | Reduced |
| Powers Advisory Group, LLC | 2,895 | $226.5K | 0.07% | −479−14.2% | Reduced |
| Strategic Blueprint, LLC | 2,890 | $226.1K | 0.01% | +2,890 | New |
| Dara Capital US, Inc. | 2,887 | $225.8K | 0.16% | +737+34.3% | Added |
| Alhambra Investment Partners LLC | 2,883 | $225.5K | 0.10% | −1,179−29.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,882 | $225.5K | 0.15% | +157+5.8% | Added |
| Whetstone Capital Advisors, LLC | 2,874 | $224.8K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 2,871 | $224.6K | 0.01% | +2,871 | New |
| Holistic Financial Partners | 2,870 | $224.5K | 0.14% | −812−22.1% | Reduced |
| American Investment Services, Inc. | 2,868 | $224.4K | 0.05% | 00.0% | Unchanged |
| Bravera Wealth | 2,863 | $224.0K | 0.09% | −37−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 2,860 | $223.7K | 0.00% | +437+18.0% | Added |
| Ethos Financial Group, LLC | 2,548 | $223.1K | 0.01% | +2,548 | New |
| GTS Securities LLC | 2,843 | $222.4K | 0.00% | −3,502−55.2% | Reduced |
| Affinity Investment Advisors, LLC | 2,842 | $222.3K | 0.11% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,836 | $221.9K | 0.08% | +6+0.2% | Added |
| Spire Wealth Management | 2,835 | $221.8K | 0.01% | −878−23.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,805 | $221.5K | 0.03% | +307+12.3% | Added |
| LightSquare Wealth Management, LLC | 2,829 | $221.3K | 0.15% | −640−18.4% | Reduced |
| Waterloo Capital, L.P. | 2,820 | $220.6K | 0.01% | +336+13.5% | Added |
| Rossmore Private Capital | 2,793 | $220.5K | 0.02% | −1,079−27.9% | Reduced |
| JM2 Capital Inc. | 2,815 | $220.2K | 0.15% | −644−18.6% | Reduced |
| Essex Savings Bank | 2,815 | $220.2K | 0.05% | −97−3.3% | Reduced |
| Integrity Advisory Solutions, LLC | 2,810 | $219.8K | 0.02% | +2,810 | New |
| KRM Wealth Management L.L.C. | 2,807 | $219.6K | 0.10% | −7−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,801 | $219.1K | 0.01% | −25−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 2,800 | $219.0K | 0.05% | −14,000−83.3% | Reduced |
| Exchange Bank | 2,796 | $218.7K | 0.14% | −14−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 2,784 | $217.8K | 0.01% | +2,784 | New |
| Umpqua Bank | 2,770 | $216.7K | 0.05% | +125+4.7% | Added |
| Argos Wealth Advisors, LLC | 2,768 | $216.5K | 0.06% | +137+5.2% | Added |
| Capital Square, LLC | 2,579 | $216.4K | 0.10% | +2,579 | New |
| Traub Capital Management LLC | 2,761 | $216.0K | 0.19% | +2,761 | New |
| Southland Equity Partners LLC | 2,755 | $215.5K | 0.04% | +161+6.2% | Added |
| Mystic Asset Management, Inc. | 2,752 | $215.3K | 0.05% | −52−1.9% | Reduced |
| Flow Traders U.S. LLC | 2,744 | $215.0K | 0.01% | −426−13.4% | Reduced |
| Summit Wealth Group LLC | 2,745 | $214.7K | 0.02% | −113−4.0% | Reduced |
| Action Point Financial Planning, LLC | 2,742 | $214.1K | 0.02% | +2,742 | New |
| Element Wealth, LLC | 2,737 | $214.1K | 0.08% | −50−1.8% | Reduced |
| Financially Speaking Inc | 2,468 | $213.9K | 1.04% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2,732 | $213.7K | 0.15% | −68−2.4% | Reduced |
| Catherine Avery Investment Management LLC | 2,729 | $213.5K | 0.09% | −196−6.7% | Reduced |
| ORG Wealth Partners, LLC | 2,729 | $213.5K | 0.03% | −4,138−60.3% | Reduced |
| Tempus Wealth Planning, LLC | 2,729 | $213.5K | 0.04% | +126+4.8% | Added |
| Peddock Capital Advisors, LLC | 2,723 | $213.0K | 0.04% | 00.0% | Unchanged |
| TL Private Wealth | 2,540 | $212.9K | 0.08% | +13+0.5% | Added |
| AMG Asset Management Group, Inc. | 2,715 | $212.4K | 0.13% | −113−4.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 2,704 | $211.5K | 0.20% | +2,704 | New |
| ELCO Management Co., LLC | 2,693 | $210.7K | 0.09% | +274+11.3% | Added |
| White Lighthouse Investment Management Inc. | 2,692 | $210.6K | 0.03% | −517−16.1% | Reduced |