MEDTRONIC PLC (MDT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,107,278,158 shares against 1,280,045,190 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.9B | 114,020,787 | 0.13% | 8q | +0.7%+$65.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.6B | 83,816,735 | 0.14% | 2q | +0.6%+$37.8M |
| STATE STREET CORP | $5.0B | 63,399,315 | 0.15% | 31q | +2.7%+$130.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 34,059,967 | 0.12% | 2q | +1.8%+$47.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.6B | 19,872,600 | 0.83% | 31q | -7.3%-$205.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.4B | 30,192,015 | 0.13% | 31q | +5.1%+$113.4M |
| JPMORGAN CHASE & CO | $2.3B incl. $7.6M options CALL+PUT | 27,784,471 | 0.12% | 31q | -45.5%-$1.9B |
| First Eagle Investment Management, LLC | $2.2B | 27,567,966 | 1.79% | 24q | +174.5%+$1.4B |
| BANK OF AMERICA CORP /DE/ | $1.7B | 21,322,401 | 0.11% | 31q | -18.0%-$367.1M |
| MORGAN STANLEY | $1.5B | 19,444,871 | 0.08% | 35q | -6.1%-$99.5M |
| DEUTSCHE BANK AG\ | $1.4B | 18,449,877 | 0.42% | 34q | -2.9%-$43.2M |
| Invesco Ltd. | $1.4B | 17,885,150 | 0.11% | 31q | +6.5%+$85.9M |
| FRANKLIN RESOURCES INC | $1.4B | 17,550,983 | 0.30% | 31q | +23.8%+$264.1M |
| NORGES BANK | $1.3B | 16,551,016 | 0.13% | 32q | -3.8%-$51.8M |
| ROYAL BANK OF CANADA | $1.3B incl. $70.0K options PUT | 16,026,475 | 0.19% | 31q | +13.0%+$144.5M |
| Bank of New York Mellon Corp | $1.1B | 14,694,253 | 0.19% | 31q | -5.2%-$63.2M |
| Capital Research Global Investors | $1.0B | 13,261,310 | 0.14% | 31q | -68.4%-$2.2B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.0B | 12,892,710 | 0.45% | 21q | +176.7%+$644.1M |
| NORTHERN TRUST CORP | $909.6M | 11,626,741 | 0.11% | 31q | -3.4%-$32.1M |
| AMERIPRISE FINANCIAL INC | $904.7M | 11,565,988 | 0.18% | 31q | -3.5%-$32.4M |
| WCM INVESTMENT MANAGEMENT, LLC | $876.1M | 10,826,014 | 1.59% | 2q | -3.9%-$35.6M |
| Legal & General Group Plc | $769.2M | 9,832,804 | 0.16% | 31q | -4.7%-$37.9M |
| GOLDMAN SACHS GROUP INC | $705.0M | 9,012,210 | 0.06% | 31q | +60.9%+$266.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $696.7M | 8,905,319 | 0.09% | 31q | +3.5%+$23.3M |
| JANE STREET GROUP, LLC | $657.1M incl. $381.3M options CALL+PUT | 3,524,983 | 0.05% | 31q | +907.5%+$591.9M |
| Capital World Investors | $655.0M | 8,373,074 | 0.08% | 6q | -49.3%-$636.3M |
| WELLS FARGO & COMPANY/MN | $618.4M | 7,904,930 | 0.10% | 31q | +5.2%+$30.5M |
| Dodge & Cox | $616.1M | 7,875,898 | 0.32% | 31q | +2.4%+$14.2M |
| CITADEL ADVISORS LLC | $608.9M incl. $188.5M options CALL+PUT | 5,373,877 | 0.07% | 31q | +446.8%+$497.6M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $601.5M | 7,689,456 | 0.43% | 31q | -10.7%-$71.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $592.7M | 7,576,459 | 0.06% | 31q | +28.8%+$132.4M |
| UBS Group AG | $583.9M incl. $149.6M options CALL+PUT | 5,551,443 | 0.07% | 31q | -13.4%-$90.5M |
| DIMENSIONAL FUND ADVISORS LP | $579.9M | 7,411,228 | 0.11% | 31q | -1.4%-$8.2M |
| ALLIANCEBERNSTEIN L.P. | $573.8M | 6,621,751 | 0.19% | 31q | -15.3%-$103.9M |
| VANGUARD FIDUCIARY TRUST CO | $563.9M | 7,208,194 | 0.12% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $556.5M | 7,113,902 | 0.15% | 7q | -3.6%-$21.0M |
| SG Americas Securities, LLC | $508.6M | 6,500,749 | 0.28% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $506.5M | 6,474,476 | 0.09% | 31q | -14.0%-$82.2M |
| Aristotle Capital Management, LLC | $492.4M | 6,293,698 | 1.03% | 33q | -5.3%-$27.8M |
| ENVESTNET ASSET MANAGEMENT INC | $483.0M | 6,173,570 | 0.11% | 31q | -9.4%-$50.0M |
| AMERICAN CENTURY COMPANIES INC | $481.4M | 6,153,467 | 0.21% | 31q | +11.8%+$50.8M |
| BARCLAYS PLC | $476.0M | 6,084,725 | 0.09% | 31q | +120.8%+$260.5M |
| STIFEL FINANCIAL CORP | $474.4M | 6,064,377 | 0.39% | 31q | +5.3%+$23.9M |
| Amundi | $455.6M | 5,824,040 | 0.11% | 21q | -4.1%-$19.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $452.9M | 5,789,077 | 1.32% | 31q | +20.8%+$78.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $432.9M | 5,534,109 | 0.33% | 32q | +19.6%+$71.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $420.8M | 5,378,561 | 0.33% | 31q | -0.6%-$2.7M |
| FEDERATED HERMES, INC. | $401.6M | 5,133,708 | 0.58% | 31q | +93.9%+$194.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $393.2M incl. $361.1M options CALL+PUT | 410,840 | 0.03% | 31q | +272.3%+$287.6M |
| D. E. Shaw & Co., Inc. | $344.0M | 4,396,781 | 0.16% | 31q | +391.5%+$274.0M |
| Jupiter Topco LLC | $343.5M | 4,391,694 | 0.14% | new | FIRST |
| BNP PARIBAS FINANCIAL MARKETS | $308.5M incl. $11.7M options CALL+PUT | 3,792,954 | 0.11% | 31q | +50.6%+$103.7M |
| Beutel, Goodman & Co Ltd. | $306.8M | 3,922,276 | 2.26% | 7q | -12.2%-$42.8M |
| M&G PLC | $304.3M | 3,901,694 | 1.51% | 10q | +16.1%+$42.3M |
| Boston Partners | $297.5M | 3,802,116 | 0.26% | 31q | +87.5%+$138.8M |
| BANK OF MONTREAL /CAN/ | $294.6M | 3,765,229 | 0.10% | 31q | -3.3%-$10.1M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $293.4M | 3,750,519 | 0.89% | 31q | -7.9%-$25.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $283.4M | 3,622,141 | 0.19% | 31q | HELD |
| Swiss National Bank | $283.3M | 3,621,066 | 0.15% | 31q | -3.8%-$11.1M |
| Nuveen, LLC | $261.2M | 3,338,490 | 0.06% | 6q | -4.3%-$11.9M |
| FMR LLC | $259.2M | 3,313,777 | 0.01% | 31q | +29.9%+$59.6M |
| AQR CAPITAL MANAGEMENT LLC | $258.1M | 3,299,627 | 0.09% | 31q | +102.9%+$130.9M |
| Sumitomo Mitsui Trust Group, Inc. | $257.5M | 3,291,183 | 0.15% | 18q | +8.1%+$19.4M |
| TWO SIGMA INVESTMENTS, LP | $253.5M | 3,240,847 | 0.18% | 9q | +435.2%+$206.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $251.2M | 3,210,519 | 0.14% | 31q | +8.8%+$20.3M |
| RENAISSANCE TECHNOLOGIES LLC | $247.8M | 3,167,741 | 0.34% | new | NEW |
| National Pension Service | $247.4M | 3,162,805 | 0.16% | 10q | +2.7%+$6.5M |
| PZENA INVESTMENT MANAGEMENT LLC | $246.3M | 3,147,999 | 0.72% | 14q | HELD |
| HSBC HOLDINGS PLC | $245.4M incl. $850.8K options PUT | 3,115,779 | 0.10% | 31q | +48.3%+$79.9M |
| FIRST TRUST ADVISORS LP | $244.5M | 3,125,757 | 0.14% | 31q | +253.9%+$175.4M |
| Aberdeen Group plc | $233.9M | 2,990,059 | 0.33% | 31q | +13.3%+$27.4M |
| Qube Research & Technologies Ltd | $227.4M incl. $10.7M options CALL+PUT | 2,770,165 | 0.21% | 17q | +3521.8%+$221.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | $226.2M | 2,891,131 | 0.15% | 2q | +11.8%+$23.9M |
| Vanguard Global Advisers, LLC | $224.1M | 2,865,007 | 0.10% | 2q | HELD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $205.5M | 2,627,177 | 1.03% | 31q | +1.0%+$2.0M |
| LPL Financial LLC | $205.3M incl. $250.3K options PUT | 2,621,206 | 0.05% | 31q | +30.7%+$48.3M |
| Cullen Capital Management, LLC | $202.8M | 2,591,898 | 1.99% | 14q | -1.5%-$3.1M |
| Guinness Asset Management LTD | $201.5M | 2,584,951 | 3.41% | 4q | -4.9%-$10.3M |
| DekaBank Deutsche Girozentrale | $200.2M | 2,351,765 | 0.34% | 27q | HELD |
| USS Investment Management Ltd | $199.4M | 2,548,558 | 0.72% | 29q | +4.0%+$7.6M |
| THORNBURG INVESTMENT MANAGEMENT INC | $196.5M | 2,511,730 | 1.88% | 14q | +24.5%+$38.7M |
| NEUBERGER BERMAN GROUP LLC | $193.5M | 2,468,323 | 0.13% | 31q | -33.3%-$96.4M |
| Squarepoint Ops LLC | $188.6M incl. $19.1M options CALL+PUT | 2,166,735 | 0.21% | 27q | +28.7%+$42.1M |
| NOMURA HOLDINGS INC | $187.8M incl. $176.9M options CALL+PUT | 138,359 | 0.22% | 25q | +849.6%+$168.0M |
| JONES FINANCIAL COMPANIES LLLP | $183.5M | 2,270,401 | 0.07% | 31q | -29.9%-$78.2M |
| CANADA LIFE ASSURANCE Co | $181.2M | 2,320,874 | 0.29% | 31q | +4.1%+$7.2M |
| California Public Employees Retirement System | $175.5M | 2,243,365 | 0.10% | 31q | -6.5%-$12.3M |
| RHUMBLINE ADVISERS | $173.1M | 2,213,044 | 0.13% | 31q | -1.3%-$2.2M |
| ALTRINSIC GLOBAL ADVISORS LLC | $171.7M | 2,195,326 | 6.31% | 31q | -2.1%-$3.7M |
| ProShare Advisors LLC | $170.8M | 2,182,867 | 0.25% | 31q | +17.4%+$25.3M |
| VICTORY CAPITAL MANAGEMENT INC | $169.9M | 2,171,583 | 0.10% | 31q | -33.8%-$86.7M |
| BESSEMER GROUP INC | $169.4M | 2,165,359 | 0.23% | 31q | -54.4%-$202.5M |
| PRINCIPAL FINANCIAL GROUP INC | $168.3M | 2,151,376 | 0.08% | 31q | -9.6%-$17.9M |
| BANK OF NOVA SCOTIA | $164.7M | 2,105,558 | 0.25% | new | NEW |
| EQUITY INVESTMENT CORP | $162.0M | 2,070,582 | 3.09% | 15q | +29.5%+$36.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $158.1M | 2,021,278 | 0.15% | 31q | -0.9%-$1.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $155.0M | 1,980,901 | 0.16% | 31q | +31.1%+$36.8M |
| CITIGROUP INC | $144.6M | 1,848,092 | 0.05% | 31q | +38.1%+$39.9M |
| Russell Investments Group, Ltd. | $137.1M | 1,750,957 | 0.12% | 31q | +6.4%+$8.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $136.6M | 1,745,573 | 0.08% | 31q | +38.9%+$38.2M |
Showing the largest 100 of 2,152 reported holders.
Q2 2026 in brief
In Q2 2026, 2,152 managers that file Form 13F reported holding Medtronic Plc (MDT), $89.5B in all, or about 87% of the shares outstanding. 169 managers opened a position and 275 sold out completely, against 2,258 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Sg Americas Securities, Llc ($508.6M), Renaissance Technologies Llc ($247.8M) and Bank Of Nova Scotia ($164.7M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-14 | Issuer tender, amended | itself | -? | filing |
| 2026-10-13 | Issuer tender, amended | itself | -? | filing |
| 2026-10-08 | Issuer tender, amended | itself | -? | filing |
| 2026-09-17 | Issuer tender, amended | itself | -? | filing |
| 2026-09-14 | Issuer tender offer | itself | -? | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-19 | 2026-10-15 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-15 | Martha Geoffrey | Chairman and CEO | Sold | 50,000 | $4.8M |
| 2026-10-15 | Marinaro Michael | EVP, Pres MedSurg and Americas | Sold | 10,420 | $1.0M |
| 2026-06-08 | KIIL HARRY SKIP | EVP & President Cardiovascular | Sold | 4,189 | $337.0K ×2 |
| 2026-07-08 | Walter Matthew R. | SVP, Chief HR Officer | Sold | 3,102 | $257.9K |
| 2026-09-16 | KIIL HARRY SKIP | EVP & President Cardiovascular | Sold | 1,483 | $138.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 860 | $4.7B | 54,742,115 | 84 | 334 | 269 | 0.0% |
| Q2 2026 | 2,152 | $89.5B | 1,107,278,158 | 150 | 824 | 879 | 1.8% |
| Q1 2026 | 2,258 | $96.7B | 1,095,159,859 | 153 | 837 | 814 | 1.1% |
| Q4 2025 | 2,328 | $107.2B | 1,097,325,048 | 159 | 793 | 802 | 1.6% |
| Q3 2025 | 2,189 | $109.0B | 1,127,673,487 | 172 | 826 | 750 | 1.5% |
| Q2 2025 | 2,153 | $97.5B | 1,095,741,682 | 109 | 820 | 806 | 2.0% |
| Q1 2025 | 2,184 | $100.5B | 1,079,495,078 | 193 | 883 | 737 | 2.1% |
| Q4 2024 | 2,128 | $86.6B | 1,068,550,622 | 93 | 736 | 821 | 1.4% |
| Q3 2024 | 2,077 | $98.9B | 1,081,890,211 | 150 | 694 | 847 | 1.6% |
| Q2 2024 | 2,036 | $87.0B | 1,089,760,770 | 111 | 757 | 775 | 1.3% |
| Q1 2024 | 2,085 | $104.5B | 1,183,325,851 | 143 | 853 | 666 | 1.5% |
| Q4 2023 | 2,077 | $95.5B | 1,139,293,485 | 134 | 613 | 939 | 1.7% |
| Q3 2023 | 1,970 | $86.9B | 1,092,313,513 | 88 | 829 | 672 | 1.5% |
| Q2 2023 | 2,059 | $97.3B | 1,088,972,645 | 148 | 827 | 708 | 1.5% |
| Q1 2023 | 1,990 | $89.6B | 1,095,871,382 | 164 | 941 | 573 | 1.4% |
| Q4 2022 | 1,956 | $86.6B | 1,095,412,193 | 123 | 609 | 916 | 1.6% |
| Q3 2022 | 1,894 | $291.7B | 3,936,312,022 | 73 | 835 | 646 | 0.5% |
| Q2 2022 | 1,997 | $360.3B | 4,440,283,977 | 95 | 777 | 746 | 0.4% |
| Q1 2022 | 2,074 | $445.4B | 4,431,359,941 | 175 | 933 | 618 | 0.4% |
| Q4 2021 | 2,041 | $348.5B | 5,054,635,892 | 92 | 785 | 670 | 0.7% |
| Q3 2021 | 2,004 | $454.1B | 10,862,082,025 | 105 | 830 | 574 | 2.7% |
| Q2 2021 | 1,982 | $372.7B | 9,044,988,471 | 128 | 765 | 639 | 0.5% |
| Q1 2021 | 1,942 | $378.8B | 4,441,135,965 | 99 | 786 | 631 | 0.4% |
| Q4 2020 | 1,932 | $388.8B | 3,560,499,103 | 123 | 746 | 583 | 0.8% |
| Q3 2020 | 1,789 | $388.7B | 4,259,927,934 | 138 | 700 | 607 | 0.4% |
| Q2 2020 | 1,737 | $334.0B | 4,067,189,170 | 127 | 726 | 558 | 0.4% |
| Q1 2020 | 1,737 | $711.1B | 8,698,283,562 | 123 | 728 | 597 | 0.2% |
| Q4 2019 | 1,785 | $838.9B | 7,759,584,537 | 104 | 656 | 529 | 0.2% |
| Q3 2019 | 1,617 | $798.3B | 7,861,670,857 | 120 | 601 | 548 | 0.2% |
| Q2 2019 | 1,584 | $653.2B | 7,072,716,091 | 117 | 615 | 538 | 0.3% |
| Q1 2019 | 1,576 | $682.2B | 7,916,180,553 | 112 | 663 | 459 | 52.6% |
| Q4 2018 | 1,542 | $612.9B | 7,117,986,282 | 19 | 27 | 22 | 48.4% |