🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Medline Inc.

MDLN Healthcare
$40.06 +$0.08 (0.20%)
Market Cap: $52.69 B
Gurus Holding
10
Popularity Rank
#441
% of Shares Held
3.17%
Net Activity (Q2 2026)
+$414.64 M

Guru Ownership Trend

Guru Analysis for Medline Inc. (MDLN)

Medline Inc. (MDLN), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.67 B.

Top institutional holders include Steve Mandel and John Armitage.

Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.06% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $414.64 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 330.3%. Conversely, Joel Greenblatt reduced exposure by 94.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$869.71 M
Total Buy Value
New Buys 3
Additions 3
-$455.07 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Medline Inc. (MDLN)

Major holders include Steve Mandel ($826.99 M), John Armitage ($460.92 M), Andreas Halvorsen ($190.93 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 41.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $414.64 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MDLN. The total reported sell value was $455.07 M.

Yes, 3 managers opened new positions in MDLN, and 3 increased their existing holdings. The total reported buy value was $869.71 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.06% Add 77.9% 20,968,367 $826.99 M Q2 2026
4.69% Reduce -19.4% 13,283,017 $460.92 M Q3 2026
0.54% Reduce -57.7% 4,841,080 $190.93 M Q2 2026
0.79% Add 27.4% 1,638,244 $64.61 M Q2 2026
0.02% New Buy 441,100 $15.31 M Q3 2026
0.02% New Buy 384,695 $15.17 M Q2 2026
0.03% Add 330.3% 100,000 $3.47 M Q3 2026
0.00% New Buy 19,847 $782,766 Q2 2026
0.00% New Buy 10,726 $423,046 Q2 2026
0.00% Reduce -94.7% 8,194 $323,171 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form