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: 19 institutions have reported holding MDT so far. See Q3 2026
- Institutional holders
- 2,149
- −78 vs. Q1 2026
- Shares held
- 1.09B
- +331.9K (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
- 933 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 |
|---|---|---|---|---|---|
| Richardson Financial Services Inc. | 900 | $70.4K | 0.04% | −110−10.9% | Reduced |
| Bell Investment Advisors, Inc | 883 | $69.0K | 0.01% | +432+95.8% | Added |
| Asset Planning,Inc | 872 | $68.2K | 0.04% | 00.0% | Unchanged |
| Trust Co | 871 | $68.1K | 0.01% | +198+29.4% | Added |
| MTM Investment Management, LLC | 831 | $65.0K | 0.02% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 825 | $64.5K | 0.05% | +45+5.8% | Added |
| Concord Wealth Partners | 806 | $63.1K | 0.01% | +806 | New |
| Syntax Research, Inc. | 803 | $62.9K | 0.05% | −5,637−87.5% | Reduced |
| Golden State Equity Partners | 803 | $62.8K | 0.17% | −11,711−93.6% | Reduced |
| Bank of New Hampshire | 782 | $61.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 781 | $61.2K | 0.04% | +3+0.4% | Added |
| Chapman Financial Group, LLC | 777 | $60.8K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $60.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 774 | $60.5K | 0.01% | −3−0.4% | Reduced |
| BFSG, LLC | 772 | $60.4K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 741 | $58.5K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 745 | $58.3K | 0.03% | −100−11.8% | Reduced |
| Evermay Wealth Management LLC | 721 | $56.7K | 0.01% | −429−37.3% | Reduced |
| Dorato Capital Management | 665 | $55.8K | 0.04% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 695 | $54.4K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 683 | $53.9K | 0.00% | −526−43.5% | Reduced |
| Thompson Investment Management, Inc. | 675 | $52.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 670 | $52.8K | 0.00% | −508−43.1% | Reduced |
| Roble, Belko & Company, Inc | 667 | $52.0K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 663 | $51.8K | 0.00% | −100−13.1% | Reduced |
| South State Corp. | 662 | $51.8K | 0.00% | −29−4.2% | Reduced |
| Wilkerson Advisory Group LLC | 659 | $51.6K | 0.02% | −26−3.8% | Reduced |
| Heritage Wealth Advisors | 652 | $51.0K | 0.00% | +650+32,500.0% | Added |
| Wolff Wiese Magana LLC | 650 | $50.9K | 0.02% | −20,780−97.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 650 | $50.9K | 0.00% | +86+15.2% | Added |
| Colonial Trust Advisors | 644 | $50.4K | 0.00% | −50−7.2% | Reduced |
| Perkins Coie Trust Co | 639 | $50.0K | 0.01% | −38,106−98.4% | Reduced |
| Fedenia Advisers LLC | 631 | $49.4K | 0.01% | +631 | New |
| Atlantic Edge Private Wealth Management, LLC | 628 | $49.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 620 | $48.5K | 0.01% | +50+8.8% | Added |
| Orion Capital Management LLC | 619 | $48.4K | 0.02% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 610 | $48.3K | 0.01% | +610 | New |
| Security National Bank of Sioux City Iowa | 613 | $48.0K | 0.02% | +613 | New |
| Smallwood Wealth Investment Management, LLC | 611 | $47.8K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 606 | $47.4K | 0.03% | −40−6.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 600 | $46.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 589 | $46.1K | 0.02% | −311−34.6% | Reduced |
| Burkett Financial Services, LLC | 585 | $45.8K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 575 | $45.0K | 0.02% | 00.0% | Unchanged |
| Markowski Investments | 570 | $44.6K | 0.01% | +570 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 566 | $44.3K | 0.01% | +447+375.6% | Added |
| Aventus Investment Advisors, Inc. | 560 | $43.8K | 0.03% | +330+143.5% | Added |
| Washington Trust Advisors, Inc. | 559 | $43.7K | 0.00% | −158−22.0% | Reduced |
| Dunhill Financial, LLC | 556 | $43.5K | 0.01% | −3−0.5% | Reduced |
| WealthCollab, LLC | 550 | $43.0K | 0.02% | −238−30.2% | Reduced |
| Robinswood Financial LLC | 548 | $42.9K | 0.01% | −37−6.3% | Reduced |
| Kemnay Advisory Services Inc. | 540 | $42.2K | 0.01% | +23+4.4% | Added |
| Frazier Financial Advisors, LLC | 540 | $42.2K | 0.02% | −34−5.9% | Reduced |
| Cranbrook Wealth Management, LLC | 529 | $41.4K | 0.01% | −125−19.1% | Reduced |
| Fourth Dimension Wealth, LLC | 529 | $41.4K | 0.01% | +29+5.8% | Added |
| Crewe Advisors LLC | 523 | $41.0K | 0.00% | +129+32.7% | Added |
| Bullock Wealth Management Group | 508 | $40.2K | 0.02% | +12+2.4% | Added |
| Chelsea Counsel Co | 500 | $39.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 500 | $39.1K | 0.00% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 418 | $38.8K | 0.02% | +418 | New |
| University of Texas/Texas Am Investment Managment Co | 495 | $38.7K | 0.00% | +495 | New |
| Steigerwald, Gordon & Koch Inc. | 493 | $38.6K | 0.00% | +125+34.0% | Added |
| TD Capital Management LLC | 493 | $38.6K | 0.00% | −197−28.6% | Reduced |
| Provenance Wealth Advisors, LLC | 485 | $37.9K | 0.00% | +150+44.8% | Added |
| Beaird Harris Wealth Management, LLC | 480 | $37.6K | 0.00% | −3−0.6% | Reduced |
| Allied Private Wealth LLC | 453 | $37.2K | 0.02% | +453 | New |
| Rakuten Securities, Inc. | 465 | $36.4K | 0.01% | +355+322.7% | Added |
| Canton Hathaway, LLC | 450 | $35.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 448 | $35.0K | 0.01% | +73+19.5% | Added |
| Peterson Wealth Management | 445 | $34.8K | 0.02% | −75−14.4% | Reduced |
| Armstrong Advisory Group, Inc | 437 | $34.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 433 | $33.8K | 0.00% | +370+587.3% | Added |
| Hilton Head Capital Partners, LLC | 430 | $33.6K | 0.02% | −14,298−97.1% | Reduced |
| Community Bank, N.A. | 427 | $33.4K | 0.00% | +427 | New |
| Rosenberg Matthew Hamilton | 419 | $32.8K | 0.01% | −691−62.3% | Reduced |
| Medallion Wealth Advisors, LLC | 415 | $32.5K | 0.01% | −352−45.9% | Reduced |
| Sarver Vrooman Wealth Advisors | 405 | $32.4K | 0.02% | −49−10.8% | Reduced |
| Pin Oak Investment Advisors Inc | 411 | $32.0K | 0.02% | +4+1.0% | Added |
| Ramirez Asset Management, Inc. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 389 | $30.4K | 0.00% | +389 | New |
| Hartford Financial Management Inc. | 384 | $30.0K | 0.01% | −114−22.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 381 | $29.8K | 0.00% | −869−69.5% | Reduced |
| Hickory Point Bank & Trust | 381 | $29.8K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 371 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 347 | $28.9K | 0.03% | +24+7.4% | Added |
| Stephenson National Bank & Trust | 346 | $27.1K | 0.01% | −269−43.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 345 | $27.0K | 0.01% | +8+2.4% | Added |
| Signature Equity Partners, LLC | 344 | $26.9K | 0.01% | +81+30.8% | Added |
| First Community Trust NA | 339 | $26.5K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 326 | $25.5K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 318 | $24.9K | 0.01% | +2+0.6% | Added |
| Delos Wealth Advisors, LLC | 310 | $24.3K | 0.01% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 308 | $24.1K | 0.02% | −1,986−86.6% | Reduced |
| Elequin Capital LP | 307 | $24.0K | 0.00% | +307 | New |
| Joseph Group Capital Management | 300 | $23.5K | 0.00% | +126+72.4% | Added |
| Richard W. Paul & Associates, LLC | 295 | $23.1K | 0.01% | +183+163.4% | Added |
| Harbor Capital Advisors, Inc. | 294 | $23.0K | 0.00% | +60+25.6% | Added |
| Evolution Wealth Management Inc. | 293 | $22.9K | 0.01% | −544−65.0% | Reduced |
| Owl Creek Wealth Partners LLC | 292 | $22.9K | 0.01% | −92−24.0% | Reduced |
| Hughes Financial Services, LLC | 292 | $22.8K | 0.00% | +27+10.2% | Added |