# MEDTRONIC PLC (MDT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDT/

- Reporting holders: 114
- Reported value: $315.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $76.2M | 883,081 | 0.5% | 1 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $39.1M | 452,838 | 0.6% | 32 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $15.0M | 174,092 | 0.5% | 3 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $15.0M | 174,010 | 0.3% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $12.9M | 149,708 | 0.3% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $11.3M | 131,529 | 1.7% | 14 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $9.8M | 113,136 | 0.1% | 9 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $8.9M | 102,898 | 0.2% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $7.9M | 91,288 | 0.5% | 32 |
| [ARMSTRONG HENRY H ASSOCIATES INC](https://holderbook.com/funds/1056827-armstrong-henry-h-associates-inc/) | $7.5M | 86,445 | 0.7% | 32 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $7.1M | 82,294 | 0.7% | 32 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $6.7M | 77,085 | 1.3% | 32 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $6.1M | 70,957 | 2.2% | 26 |
| [DLK Investment Management, LLC](https://holderbook.com/funds/2016793-dlk-investment-management-llc/) | $5.3M | 60,890 | 1.9% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.9M | 56,909 | 0.0% | 16 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $4.7M | 54,227 | 0.3% | 8 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $4.7M | 54,193 | 0.3% | 5 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $4.6M | 53,817 | 0.5% | 32 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $3.9M | 45,338 | 0.1% | 32 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $3.8M | 44,307 | 0.8% | 4 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $3.7M | 42,915 | 1.8% | 7 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $3.2M | 37,197 | 0.2% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.9M | 34,101 | 0.1% | 12 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $2.5M | 29,271 | 0.9% | 31 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $2.1M | 24,310 | 0.5% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 114 | $315.4M |
| Q2 2026 | 2,144 | $95.9B |
| Q1 2026 | 2,241 | $98.5B |
| Q4 2025 | 2,320 | $107.2B |
| Q3 2025 | 2,184 | $109.0B |
| Q2 2025 | 2,149 | $97.4B |
| Q1 2025 | 2,179 | $100.5B |
| Q4 2024 | 2,123 | $86.5B |
| Q3 2024 | 2,073 | $98.8B |
| Q2 2024 | 2,031 | $86.9B |
| Q1 2024 | 2,080 | $104.4B |
| Q4 2023 | 2,073 | $95.5B |