MEDTRONIC PLC (MDT)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
114
Reporting holders
$315.4M
Reported value
0.0%
Calls
0.0%
Puts
-2,030
Holder change
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 |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $76.2M | 883,081 | 0.49% | new | NEW |
| Gradient Investments LLC | $39.1M | 452,838 | 0.56% | 32q | -8.8%-$3.8M |
| ARGENT CAPITAL MANAGEMENT LLC | $15.0M | 174,092 | 0.48% | 3q | -4.2%-$655.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $15.0M | 174,010 | 0.25% | 32q | -10.9%-$1.8M |
| MassMutual Private Wealth & Trust, FSB | $12.9M | 149,708 | 0.34% | 32q | +14.8%+$1.7M |
| Allen Mooney & Barnes Investment Advisors LLC | $11.3M | 131,529 | 1.69% | 14q | +1.1%+$128.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $9.8M | 113,136 | 0.12% | 9q | -1.4%-$142.0K |
| PARK NATIONAL CORP /OH/ | $8.9M | 102,898 | 0.24% | 32q | -12.0%-$1.2M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $7.9M | 91,288 | 0.52% | 32q | -4.1%-$336.5K |
| ARMSTRONG HENRY H ASSOCIATES INC | $7.5M | 86,445 | 0.67% | 32q | -8.3%-$676.1K |
| AMERICAN NATIONAL BANK & TRUST | $7.1M | 82,294 | 0.65% | 32q | -8.5%-$657.6K |
| BENEDICT FINANCIAL ADVISORS INC | $6.7M | 77,085 | 1.32% | 32q | HELD |
| Martin Capital Partners, LLC | $6.1M | 70,957 | 2.19% | 26q | +0.9%+$51.7K |
| DLK Investment Management, LLC | $5.3M | 60,890 | 1.91% | 12q | +25.6%+$1.1M |
| Farther Finance Advisors, LLC | $4.9M | 56,909 | 0.03% | 16q | -13.8%-$783.9K |
| Stonebridge Financial Group, LLC | $4.7M | 54,227 | 0.35% | 8q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $4.7M | 54,193 | 0.27% | 5q | +3.1%+$140.7K |
| TOTH FINANCIAL ADVISORY CORP | $4.6M | 53,817 | 0.46% | 32q | -4.6%-$223.2K |
| Avidian Wealth Enterprises, LLC | $3.9M | 45,338 | 0.11% | 32q | -14.0%-$636.0K |
| Decker Wealth Management LLC | $3.8M | 44,307 | 0.78% | 4q | +2.9%+$106.2K |
| SPRING CAPITAL MANAGEMENT, LLC | $3.7M | 42,915 | 1.78% | 7q | +1.0%+$37.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $3.2M | 37,197 | 0.23% | 32q | +4.3%+$132.9K |
| GAMMA Investing LLC | $2.9M | 34,101 | 0.10% | 12q | +17.2%+$432.3K |
| Ridgewood Investments LLC | $2.5M | 29,271 | 0.93% | 31q | HELD |
| Legacy Wealth Asset Management, LLC | $2.1M | 24,310 | 0.46% | 24q | +2.2%+$45.4K |
| HF Advisory Group, LLC | $2.0M | 23,577 | 0.61% | 11q | +5.2%+$100.5K |
| EASTERN BANK | $1.9M | 21,610 | 0.03% | 9q | +2.9%+$52.9K |
| Valeo Financial Advisors, LLC | $1.6M | 18,439 | 0.03% | 32q | +11.3%+$162.1K |
| Davis Capital Management | $1.5M | 17,781 | 0.92% | 13q | -0.7%-$11.0K |
| Partnership Wealth Management, LLC | $1.4M | 15,708 | 0.97% | 12q | -3.0%-$42.0K |
| EPIQ PARTNERS, LLC | $1.4M | 15,662 | 0.58% | 28q | +40.4%+$389.1K |
| O'Keefe Stevens Advisory, Inc. | $1.3M | 15,567 | 0.27% | 11q | +13.4%+$159.0K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.3M | 15,092 | 0.93% | 4q | +14.1%+$160.7K |
| Venture Visionary Partners LLC | $1.2M | 14,241 | 0.03% | 28q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.2M | 13,943 | 0.24% | 32q | -13.7%-$191.3K |
| Iowa State Bank | $1.1M | 13,128 | 0.19% | 9q | -5.3%-$62.9K |
| Balefire, LLC | $1.1M | 12,636 | 0.17% | 8q | HELD |
| Wedmont Private Capital | $1.1M | 12,423 | 0.03% | 17q | +117.9%+$589.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 12,611 | 0.09% | 32q | +15.5%+$146.0K |
| Great Waters Wealth Management | $1.1M | 12,571 | 0.10% | 16q | -6.8%-$79.0K |
| Persium Advisors, LLC | $1.1M | 12,515 | 0.57% | 8q | -46.8%-$950.8K |
| Investors Research Corp | $1.1M | 12,315 | 0.19% | 31q | -2.9%-$32.2K |
| Worth Asset Management, LLC | $1.1M | 12,237 | 0.31% | new | NEW |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.0M | 11,642 | 0.09% | 20q | -1.7%-$17.3K |
| ALKEME WEALTH, LLC | $940.9K | 10,904 | 0.35% | 32q | -6.1%-$60.7K |
| Grove Bank & Trust | $911.6K | 10,564 | 0.09% | 24q | +1.2%+$10.7K |
| ROCKLAND TRUST CO | $872.7K | 10,113 | 0.03% | 30q | +10.2%+$80.8K |
| DIVERSIFIED MANAGEMENT INC | $860.9K | 9,977 | 0.15% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $831.1K | 9,631 | 0.22% | 12q | HELD |
| Bangor Savings Bank | $814.4K | 9,438 | 0.06% | 18q | +2.0%+$15.9K |
| DOLIVER ADVISORS, LP | $801.9K | 9,293 | 0.18% | 32q | -1.4%-$11.6K |
| Cooper Financial Group | $731.4K | 8,476 | 0.06% | 20q | -5.0%-$38.1K |
| Peoples Bank/KS | $673.8K | 7,809 | 0.66% | 13q | -4.1%-$28.7K |
| Versant Capital Management, Inc | $644.2K | 7,465 | 0.06% | 32q | +95.6%+$314.9K |
| Wealth Enhancement Trust Services, Inc. | $617.6K | 7,157 | 0.07% | 4q | -44.1%-$486.7K |
| CHAPIN DAVIS, INC. | $606.8K | 7,032 | 0.12% | 3q | +80.4%+$270.4K |
| RIVERSEDGE ADVISORS, LLC | $587.5K | 6,809 | 0.07% | 2q | +88.9%+$276.5K |
| Dickmeyer Boyce Financial Management, Inc. | $565.6K | 6,555 | 0.29% | 3q | -7.2%-$43.8K |
| General Partner, Inc. | $534.9K | 6,199 | 0.29% | 16q | HELD |
| Boltwood Capital Management | $533.1K | 6,178 | 0.12% | 4q | -1.2%-$6.5K |
| Plan A Wealth LLC | $510.6K | 5,917 | 0.18% | 6q | +2.2%+$11.1K |
| Everhart Financial Group, Inc. | $493.5K | 5,719 | 0.03% | 7q | +9.0%+$40.8K |
| Apella Capital, LLC | $484.6K | 5,667 | 0.01% | 3q | +65.3%+$191.5K |
| Applied Capital LLC/FL | $471.7K | 5,466 | 0.19% | 16q | HELD |
| AVITY INVESTMENT MANAGEMENT INC. | $448.7K | 5,200 | 0.03% | new | NEW |
| DAVIDSON TRUST CO | $444.0K | 5,146 | 0.18% | 5q | HELD |
| Bank & Trust Co | $423.4K | 4,907 | 0.27% | 10q | +12.2%+$46.1K |
| JUNCTURE WEALTH STRATEGIES, LLC | $346.6K | 4,016 | 0.09% | 10q | +24.9%+$69.0K |
| Stokes Capital Advisors, LLC | $323.6K | 3,750 | 0.07% | 3q | +1.4%+$4.3K |
| Nautilus Advisors LLC | $317.5K | 3,679 | 0.19% | 8q | HELD |
| Montecito Bank & Trust | $306.8K | 3,556 | 0.05% | 30q | -1.5%-$4.7K |
| Dakota Community Bank & Trust NA | $297.8K | 3,451 | 0.86% | 16q | HELD |
| City Center Advisors, LLC | $280.4K | 3,250 | 0.21% | new | NEW |
| Adelphi Trust Co | $280.0K | 3,245 | 0.18% | 2q | +5.6%+$14.9K |
| LifeGoal Investments, LLC | $274.4K | 3,180 | 0.08% | new | NEW |
| CoreCap Advisors, LLC | $263.5K | 3,054 | 0.01% | 11q | +3.7%+$9.4K |
| Exchange Bank | $241.3K | 2,796 | 0.15% | 14q | HELD |
| Atlas Brown,Inc. | $238.0K | 2,758 | 0.06% | 7q | +5.5%+$12.5K |
| GILPIN WEALTH MANAGEMENT, LLC | $237.9K | 2,757 | 0.16% | 4q | +0.9%+$2.2K |
| Monument Capital Management | $230.9K | 2,676 | 0.05% | new | NEW |
| First Heartland Consultants, Inc. | $226.0K | 2,619 | 0.02% | new | NEW |
| LEGACY SOLUTIONS, LLC | $217.6K | 2,522 | 0.17% | new | NEW |
| Midwest Financial Partners Investments, Inc. | $216.6K | 2,510 | 0.08% | new | NEW |
| Central Pacific Bank - Trust Division | $208.6K | 2,417 | 0.02% | 11q | HELD |
| Hardin Capital Partners, LLC | $206.5K | 2,393 | 0.10% | new | NEW |
| First Citizens Financial Corp | $200.5K | 2,324 | 0.08% | new | NEW |
| Coastline Trust Co | $189.4K | 2,195 | 0.02% | 32q | -4.6%-$9.2K |
| GK Wealth Management LLC | $161.8K | 1,875 | 0.09% | new | NEW |
| Roxbury Financial LLC | $114.4K | 1,325 | 0.09% | 8q | HELD |
| Trust Co | $89.1K | 1,033 | 0.01% | 32q | +18.6%+$14.0K |
| TOMPKINS FINANCIAL CORP | $86.3K | 1,000 | 0.01% | 31q | -1.3%-$1.1K |
| Bank of New Hampshire | $67.5K | 782 | 0.01% | 22q | HELD |
| ATWOOD & PALMER INC | $66.9K | 775 | 0.00% | 24q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $65.3K | 757 | 0.02% | 5q | +288.2%+$48.5K |
| MJT & Associates Financial Advisory Group, Inc. | $63.0K | 730 | 0.04% | 7q | +5.0%+$3.0K |
| Rosenberg Matthew Hamilton | $60.0K | 695 | 0.01% | 27q | +65.9%+$23.8K |
| Dorato Capital Management | $56.9K | 665 | 0.04% | 4q | HELD |
| Aventus Investment Advisors, Inc. | $48.3K | 560 | 0.04% | 6q | HELD |
| Bullock Wealth Management Group | $43.9K | 508 | 0.02% | 11q | HELD |
| Sarver Vrooman Wealth Advisors | $34.9K | 405 | 0.02% | 7q | HELD |
Showing the largest 100 of 117 reported holders.
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 |
|---|---|---|---|---|
| 2026-10-08 | Issuer tender, amended | itself | -? | filing |
| 2026-09-17 | Issuer tender, amended | itself | -? | filing |
| 2026-09-14 | Issuer tender offer | itself | -? | 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 |
|---|---|---|---|---|---|
| 2026-06-08 | 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 | 114 | $315.4M | 3,654,965 | 14 | 43 | 30 | 0.0% |
| Q2 2026 | 2,144 | $95.9B | 1,184,937,005 | 153 | 833 | 863 | 1.9% |
| Q1 2026 | 2,241 | $98.5B | 1,115,512,363 | 152 | 834 | 804 | 1.1% |
| Q4 2025 | 2,320 | $107.2B | 1,097,570,493 | 157 | 792 | 800 | 1.6% |
| Q3 2025 | 2,184 | $109.0B | 1,127,152,109 | 171 | 825 | 747 | 1.5% |
| Q2 2025 | 2,149 | $97.4B | 1,094,768,315 | 109 | 818 | 804 | 2.0% |
| Q1 2025 | 2,179 | $100.5B | 1,078,541,605 | 192 | 878 | 738 | 2.1% |
| Q4 2024 | 2,123 | $86.5B | 1,067,812,787 | 93 | 734 | 820 | 1.4% |
| Q3 2024 | 2,073 | $98.8B | 1,081,144,590 | 150 | 693 | 846 | 1.6% |
| Q2 2024 | 2,031 | $86.9B | 1,089,008,985 | 110 | 755 | 775 | 1.3% |
| Q1 2024 | 2,080 | $104.4B | 1,182,093,440 | 143 | 848 | 665 | 1.5% |
| Q4 2023 | 2,073 | $95.5B | 1,138,430,819 | 134 | 612 | 936 | 1.7% |
| Q3 2023 | 1,965 | $86.9B | 1,091,489,849 | 88 | 829 | 669 | 1.5% |
| Q2 2023 | 2,054 | $97.2B | 1,088,106,263 | 148 | 824 | 707 | 1.5% |
| Q1 2023 | 1,985 | $89.5B | 1,095,048,742 | 164 | 939 | 572 | 1.4% |
| Q4 2022 | 1,952 | $86.5B | 1,094,585,661 | 123 | 635 | 870 | 1.6% |
| Q3 2022 | 1,918 | $90.4B | 1,100,979,930 | 74 | 851 | 651 | 1.5% |
| Q2 2022 | 2,007 | $97.1B | 1,065,941,061 | 95 | 776 | 751 | 1.5% |
| Q1 2022 | 2,084 | $166.0B | 1,482,941,741 | 176 | 939 | 617 | 1.0% |
| Q4 2021 | 2,044 | $114.6B | 1,084,224,843 | 92 | 785 | 670 | 2.0% |
| Q3 2021 | 2,006 | $181.3B | 1,429,655,816 | 106 | 829 | 576 | 1.2% |
| Q2 2021 | 1,985 | $180.2B | 1,438,601,966 | 129 | 766 | 638 | 0.9% |
| Q1 2021 | 1,950 | $129.8B | 1,085,868,970 | 99 | 789 | 634 | 1.2% |
| Q4 2020 | 1,936 | $130.3B | 1,081,431,199 | 122 | 752 | 582 | 1.8% |
| Q3 2020 | 1,792 | $114.3B | 1,083,871,050 | 138 | 701 | 607 | 1.5% |
| Q2 2020 | 1,742 | $102.2B | 1,099,004,289 | 129 | 728 | 558 | 1.3% |
| Q1 2020 | 1,740 | $101.0B | 1,104,071,235 | 123 | 728 | 600 | 1.4% |
| Q4 2019 | 1,791 | $130.8B | 1,136,560,830 | 106 | 659 | 529 | 1.4% |
| Q3 2019 | 1,622 | $120.9B | 1,099,210,738 | 121 | 608 | 544 | 1.2% |
| Q2 2019 | 1,590 | $109.6B | 1,105,575,795 | 118 | 620 | 538 | 1.8% |
| Q1 2019 | 1,578 | $100.5B | 1,093,102,419 | 112 | 662 | 461 | 1.2% |
| Q4 2018 | 1,544 | $103.9B | 1,127,247,540 | 19 | 28 | 22 | 1.5% |