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; 2,149 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
- 2,149
- −78 vs. Q1 2026
- Shares held
- 1.09B
- +330.9K (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
30 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 | 2,149 | $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 |
|---|---|---|---|---|---|
| Smithbridge Asset Management Inc | 60,230 | $4.71M | 0.64% | −1,745−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 60,057 | $4.70M | 0.03% | +44,676+290.5% | Added |
| Coston, McIsaac & Partners | 59,948 | $4.69M | 0.94% | +2,650+4.6% | Added |
| Parthenon LLC | 59,803 | $4.68M | 0.49% | −1,600−2.6% | Reduced |
| Cohen Klingenstein LLC | 59,677 | $4.67M | 0.13% | −820−1.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 59,348 | $4.64M | 0.53% | −68−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 59,138 | $4.63M | 0.86% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 59,031 | $4.62M | 0.07% | +59,031 | New |
| Compass Wealth Management LLC | 58,574 | $4.58M | 0.87% | +5,791+11.0% | Added |
| Heritage Investors Management Corp | 57,741 | $4.52M | 0.13% | −5,293−8.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 57,496 | $4.50M | 1.11% | −818−1.4% | Reduced |
| Quantbot Technologies LP | 57,346 | $4.49M | 0.18% | +1,906+3.4% | Added |
| Palouse Capital Management, Inc. | 57,027 | $4.46M | 2.78% | +29,275+105.5% | Added |
| Zhang Financial LLC | 56,984 | $4.46M | 0.13% | +12,259+27.4% | Added |
| Toth Financial Advisory Corp | 56,404 | $4.41M | 0.43% | −22,666−28.7% | Reduced |
| Perennial Advisors, LLC | 56,098 | $4.39M | 0.68% | −7,874−12.3% | Reduced |
| Lifeworks Advisors, LLC | 55,996 | $4.38M | 0.46% | +5,443+10.8% | Added |
| Money Concepts Capital Corp | 55,181 | $4.32M | 0.20% | −7,933−12.6% | Reduced |
| Vise Technologies, Inc. | 55,057 | $4.31M | 0.05% | +27,134+97.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 54,915 | $4.30M | 0.61% | +5,802+11.8% | Added |
| Groupama Asset Managment | 53,429 | $4.27M | 0.05% | +552+1.0% | Added |
| Horizon Investments, LLC | 54,385 | $4.25M | 0.05% | +4,329+8.6% | Added |
| Morningstar Investment Management LLC | 48,878 | $4.24M | 0.26% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 54,010 | $4.23M | 0.32% | +8,397+18.4% | Added |
| Park Avenue Securities LLC | 53,905 | $4.22M | 0.03% | −49,311−47.8% | Reduced |
| ABN AMRO Bank N.V. | 53,478 | $4.18M | 0.05% | −1,828−3.3% | Reduced |
| RBA Wealth Management, LLC | 53,380 | $4.18M | 1.53% | −1,148−2.1% | Reduced |
| Needham Investment Management LLC | 53,041 | $4.15M | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 52,309 | $4.13M | 0.01% | +45,563+675.4% | Added |
| Palisade Asset Management, LLC | 52,744 | $4.13M | 0.38% | +2,115+4.2% | Added |
| Avidian Wealth Solutions, LLC | 52,708 | $4.12M | 0.11% | +15,934+43.3% | Added |
| Hallmark Capital Management Inc | 52,562 | $4.11M | 0.24% | +1,132+2.2% | Added |
| Coastal Bridge Advisors, LLC | 52,532 | $4.11M | 0.25% | +2,778+5.6% | Added |
| Advisors Management Group Inc | 52,512 | $4.11M | 0.68% | +8,093+18.2% | Added |
| Virginia Retirement Systems Et Al | 52,300 | $4.09M | 0.02% | −30,300−36.7% | Reduced |
| Wedbush Securities Inc | 52,143 | $4.08M | 0.11% | +2,503+5.0% | Added |
| Old North State Wealth Management, LLC | 51,798 | $4.06M | 1.73% | +4,876+10.4% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 51,778 | $4.05M | 2.11% | +4,855+10.3% | Added |
| Robinson Value Management, Ltd. | 51,525 | $4.03M | 2.16% | −1,252−2.4% | Reduced |
| Boston Research & Management Inc | 51,201 | $4.01M | 0.88% | +654+1.3% | Added |
| GHP Investment Advisors, Inc. | 51,057 | $3.99M | 0.15% | +327+0.6% | Added |
| Level Four Advisory Services, LLC | 51,008 | $3.99M | 0.11% | −2,929−5.4% | Reduced |
| IFP Advisors, Inc | 50,426 | $3.94M | 0.07% | −2,519−4.8% | Reduced |
| GeoWealth Management, LLC | 50,382 | $3.94M | 0.12% | −1,079−2.1% | Reduced |
| Mattson Financial Services, LLC | 47,080 | $3.93M | 0.82% | +1,152+2.5% | Added |
| MUFG Securities EMEA plc | 50,201 | $3.93M | 0.04% | −2,343−4.5% | Reduced |
| Triglav Skladi, D.O.O. | 49,909 | $3.90M | 0.21% | +815+1.7% | Added |
| Allworth Financial LP | 49,775 | $3.89M | 0.02% | −36,596−42.4% | Reduced |
| Kinneret Advisory, LLC | 48,998 | $3.87M | 0.31% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 49,347 | $3.86M | 0.11% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 49,121 | $3.84M | 0.59% | −15,585−24.1% | Reduced |
| NovaPoint Capital, LLC | 48,884 | $3.82M | 0.80% | +4,828+11.0% | Added |
| DLK Investment Management, LLC | 48,481 | $3.82M | 1.64% | −7,302−13.1% | Reduced |
| Hanson & Doremus Investment Management | 48,578 | $3.80M | 0.39% | −1,708−3.4% | Reduced |
| Aptus Capital Advisors, LLC | 48,434 | $3.79M | 0.03% | −25,335−34.3% | Reduced |
| Somerset Trust Co | 48,273 | $3.78M | 1.07% | −250−0.5% | Reduced |
| Round Hill Asset Management | 48,245 | $3.77M | 2.37% | −285−0.6% | Reduced |
| Glenview Trust Co | 48,066 | $3.76M | 0.05% | −3,090−6.0% | Reduced |
| Autumn Glory Partners, LLC | 48,026 | $3.76M | 1.06% | +41,094+592.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 47,995 | $3.75M | 0.27% | +1,734+3.7% | Added |
| Proactive Wealth Strategies LLC | 47,819 | $3.74M | 0.60% | −6,561−12.1% | Reduced |
| NBC Securities, Inc. | 47,565 | $3.72M | 0.25% | +2,037+4.5% | Added |
| Hamilton Point Investment Advisors, LLC | 46,945 | $3.71M | 0.52% | −1,006−2.1% | Reduced |
| Headinvest, LLC | 47,247 | $3.70M | 0.69% | −983−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 47,183 | $3.69M | 0.07% | +254+0.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 46,772 | $3.66M | 1.12% | +246+0.5% | Added |
| JGP Wealth Management, LLC | 46,750 | $3.66M | 0.33% | +798+1.7% | Added |
| Plato Investment Management Ltd | 46,948 | $3.65M | 0.21% | +524+1.1% | Added |
| Dearborn Partners LLC | 46,112 | $3.61M | 0.20% | −4,579−9.0% | Reduced |
| Farmers National Bank | 45,969 | $3.60M | 0.75% | +1,609+3.6% | Added |
| Numerai GP LLC | 45,297 | $3.54M | 0.29% | +45,297 | New |
| Clearstead Advisors, LLC | 45,296 | $3.54M | 0.03% | +14,028+44.9% | Added |
| GAM Holding AG | 44,793 | $3.50M | 0.27% | −236−0.5% | Reduced |
| Argent Advisors, Inc. | 44,475 | $3.48M | 0.87% | +7,720+21.0% | Added |
| Simon Quick Advisors, LLC | 44,368 | $3.47M | 0.14% | −7,644−14.7% | Reduced |
| Charter Trust Co | 44,254 | $3.46M | 0.19% | −97,271−68.7% | Reduced |
| Group One Trading, L.P. | 44,220 | $3.46M | 0.10% | +44,220 | New |
| Core Alternative Capital | 44,037 | $3.45M | 1.03% | −5,714−11.5% | Reduced |
| Ally Financial Inc. | 44,000 | $3.44M | 0.44% | +15,000+51.7% | Added |
| Sequoia Financial Advisors, LLC | 43,829 | $3.43M | 0.02% | −5,656−11.4% | Reduced |
| Berkshire Asset Management LLC | 43,725 | $3.42M | 0.13% | −1,509−3.3% | Reduced |
| Snowden Capital Advisors LLC | 43,299 | $3.42M | 0.08% | −37,496−46.4% | Reduced |
| J.W. Cole Advisors, Inc. | 43,207 | $3.38M | 0.06% | −17,169−28.4% | Reduced |
| Morton Community Bank | 43,207 | $3.38M | 0.69% | +445+1.0% | Added |
| Cullinan Associates Inc | 43,157 | $3.38M | 0.26% | +40+0.1% | Added |
| Decker Wealth Management LLC | 43,076 | $3.37M | 0.72% | −15,538−26.5% | Reduced |
| LaFleur & Godfrey LLC | 43,028 | $3.37M | 0.40% | −7,897−15.5% | Reduced |
| Kinloch Capital, LLC | 42,922 | $3.36M | 1.23% | +973+2.3% | Added |
| First National Trust Co | 42,902 | $3.36M | 0.11% | −2,157−4.8% | Reduced |
| MainStreet Investment Advisors LLC | 42,878 | $3.35M | 0.46% | −799−1.8% | Reduced |
| First Pacific Financial | 42,850 | $3.35M | 0.40% | −2,119−4.7% | Reduced |
| Rothschild Investment LLC | 42,647 | $3.34M | 0.12% | +27,273+177.4% | Added |
| CAPROCK Group, Inc. | 42,195 | $3.33M | 0.06% | −15,754−27.2% | Reduced |
| Larson Financial Group LLC | 42,547 | $3.33M | 0.09% | −527−1.2% | Reduced |
| RSM US Wealth Management LLC | 42,398 | $3.32M | 0.04% | −16,923−28.5% | Reduced |
| Spring Capital Management, LLC | 42,477 | $3.32M | 1.62% | +2,331+5.8% | Added |
| TCTC Holdings, LLC | 42,088 | $3.29M | 0.09% | +2,785+7.1% | Added |
| Hengehold Capital Management LLC | 42,035 | $3.29M | 0.26% | +1,041+2.5% | Added |
| Aso Group Ltd | 41,914 | $3.28M | 1.39% | 00.0% | Unchanged |
| Savant Capital, LLC | 38,763 | $3.26M | 0.01% | +15,420+66.1% | Added |