SEC 13F Intelligence

Medtronic Inc

CUSIP 585055106

Medtronic Inc has 8 institutional holders in Filings Flow’s 13F database, together reporting 756.6K shares worth $16M as of Q1 2026. The largest reported holders are Ironwood Investment Counsel, LLC, Cohen Klingenstein LLC, and Sterling Investment Advisors, Ltd..

Institutional Holders
8
Q1 2026
Reported Value
$16M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 38Q4 ’18Q1 ’19: 39Q2 ’19: 37Q2 ’19Q3 ’19: 38Q2 ’21: 31Q2 ’21Q4 ’21: 20Q4 ’22: 18Q4 ’22Q4 ’25: 8Q1 ’26: 8Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $279MQ4 ’18Q1 ’19: $190MQ2 ’19: $294MQ2 ’19Q3 ’19: $290MQ2 ’21: $1.5BQ2 ’21Q4 ’21: $1.2BQ4 ’22: $13MQ4 ’22Q4 ’25: $18MQ1 ’26: $16MQ1 ’26Q2 ’26: $85,271filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ironwood Investment Counsel, LLC$694M AUM1.09%$8M87.5KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.34%$2M22.0KQ1 2026OLDER
Athena Investment Management$193M AUM0.25%$472,9365.5KQ1 2026OLDER
Cascades Capital Asset Management, LLC$239M AUM0.17%$411,8474.8KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.17%$5M60.5KQ1 2026OLDER
Archer Investment Corp$469M AUM0.11%$506,9845.3KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.05%$85,2711.1KQ2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.