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Medline Inc.

MDLN Healthcare
$35.74 +$0.16 (0.45%)
Market Cap: $46.99 B
Gurus Holding
9
Popularity Rank
#596
% of Shares Held
3.38%
Net Activity (Q2 2026)
+$415.01 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 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.59 B.

Top institutional holders include Steve Mandel and John Armitage.

Notably, John Armitage has expressed high conviction in this stock, allocating 6.28% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $415.01 M net inflow during the quarter.

Recent activity highlights John Armitage who increased their stake by 277.3%. Conversely, Joel Greenblatt reduced exposure by 94.7%.

Key Holders

Top 5 by Value

$826.99 M
$649.61 M
$190.93 M
$64.61 M
$15.17 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$869.71 M
Total Buy Value
New Buys 3
Additions 3
-$454.7 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Medline Inc. (MDLN)

Major holders include Steve Mandel ($826.99 M), John Armitage ($649.61 M), Andreas Halvorsen ($190.93 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 44.37 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $415.01 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited MDLN. The total reported sell value was $454.7 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
6.28% Add 277.3% 16,470,884 $649.61 M Q2 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 384,695 $15.17 M Q2 2026
0.01% New Buy 32,500 $1.45 M Q1 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
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Value
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SEC Form