Medtronic plc

MDT

Exchange: NYSE
Industry: Electromedical & Electrotherapeutic Apparatus
SEC CIK: 0001613103

SEC filings (opens in a new tab)

In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,150 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Medtronic plc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,988; No complete 13F data for Q4 2020
Shares held: 1.12B; No complete 13F data for Q4 2020
Total value: $128.9B; No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,988 institutions

Value heldQ1 2021: $128.9B

Institutions holding MDT and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,150	$86.8B
Q1 2026	2,257	$95.7B
Q4 2025	2,322	$105.4B
Q3 2025	2,183	$102.5B
Q2 2025	2,150	$94.6B
Q1 2025	2,179	$96.9B
Q4 2024	2,134	$85.3B
Q3 2024	2,075	$94.7B
Q2 2024	2,037	$83.6B
Q1 2024	2,084	$95.6B
Q4 2023	2,086	$89.9B
Q3 2023	1,981	$85.7B
Q2 2023	2,064	$95.9B
Q1 2023	2,001	$88.0B
Q4 2022	1,971	$84.3B
Q3 2022	1,941	$87.9B
Q2 2022	2,035	$96.2B
Q1 2022	2,115	$119.8B
Q4 2021	2,072	$112.1B
Q3 2021	2,038	$135.6B
Q2 2021	2,016	$135.1B
Q1 2021	1,988	$128.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Medtronic plc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MDT in Q1 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Trust Asset Management LLC	10,818	$1.28M	0.17%	–	–
MV Capital Management, Inc.	10,852	$1.28M	0.23%	–	–
Essex Financial Services, Inc.	11,001	$1.30M	0.23%	–	–
Beacon Financial Group	10,939	$1.30M	0.20%	–	–
Shelton Capital Management	11,039	$1.30M	0.05%	–	–
Outfitter Financial LLC	11,060	$1.31M	1.08%	–	–
Arden Trust Co	11,073	$1.31M	0.22%	–	–
Beacon Pointe Advisors, LLC	11,076	$1.31M	0.08%	–	–
Stratos Wealth Advisors, LLC	11,109	$1.31M	0.14%	–	–
Galibier Capital Management Ltd.	11,170	$1.32M	0.20%	–	–
Dumont & Blake Investment Advisors LLC	11,187	$1.32M	0.41%	–	–
AMG National Trust Bank	11,197	$1.32M	0.04%	–	–
Hunter Associates Investment Management LLC	11,213	$1.32M	0.31%	–	–
Belpointe Asset Management LLC	11,278	$1.33M	0.11%	–	–
Everence Capital Management Inc	11,300	$1.33M	0.12%	–	–
Janney Capital Management LLC	11,306	$1.34M	0.09%	–	–
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11,339	$1.34M	0.11%	–	–
Eudaimonia Partners, LLC	11,392	$1.35M	0.28%	–	–
LMR Partners LLP	11,424	$1.35M	0.03%	–	–
OPSEU Pension Plan Trust Fund	11,427	$1.35M	0.35%	–	–
Parallel Advisors, LLC	11,542	$1.36M	0.06%	–	–
Valley National Advisers Inc	11,557	$1.36M	0.27%	–	–
Fosun International Ltd	11,600	$1.38M	0.11%	–	–
Lipe & Dalton	11,674	$1.38M	0.77%	–	–
DAGCO, Inc.	11,686	$1.38M	0.69%	–	–
Rothschild Investment Corp	11,739	$1.39M	0.12%	–	–
West Oak Capital, LLC	11,779	$1.39M	0.59%	–	–
Pendal Group Limited	11,811	$1.40M	0.01%	–	–
Lido Advisors, LLC	11,773	$1.40M	0.04%	–	–
TSP Capital Management Group, LLC	11,850	$1.40M	0.49%	–	–
McKinley Carter Wealth Services, Inc.	11,882	$1.40M	0.12%	–	–
Pflug Koory, LLC	11,907	$1.41M	0.78%	–	–
ICW Investment Advisors LLC	11,940	$1.41M	0.97%	–	–
Hilltop Holdings Inc.	11,949	$1.41M	0.18%	–	–
Harrington Investments, INC	11,975	$1.42M	0.88%	–	–
Means Investment Co., Inc.	12,049	$1.42M	0.32%	–	–
Community Bank & Trust, Waco, Texas	12,058	$1.42M	0.48%	–	–
BNC Wealth Management, LLC	12,143	$1.43M	1.02%	–	–
Davis-Rea Ltd.	12,091	$1.44M	0.77%	–	–
Optas, LLC	12,145	$1.44M	0.45%	–	–
Glen Eagle Advisors, LLC	12,185	$1.44M	0.50%	–	–
Flagship Harbor Advisors, LLC	12,200	$1.44M	0.16%	–	–
SeaCrest Wealth Management, LLC	12,212	$1.44M	0.19%	–	–
Founders Capital Management, LLC	12,229	$1.45M	0.36%	–	–
Cascade Investment Advisors, Inc.	12,280	$1.45M	0.94%	–	–
Sun Life Financial INC	12,332	$1.46M	0.13%	–	–
Marble Harbor Investment Counsel, LLC	12,333	$1.46M	0.20%	–	–
Checchi Capital Advisers, LLC	12,356	$1.46M	0.20%	–	–
Martin Investment Management, LLC	12,390	$1.46M	0.41%	–	–
Dynamic Advisor Solutions LLC	12,392	$1.46M	0.14%	–	–
Violich Capital Management, Inc.	12,398	$1.47M	0.26%	–	–
Proequities, Inc.	12,372	$1.47M	0.10%	–	–
Redmond Asset Management, LLC	12,461	$1.47M	0.46%	–	–
Twin Tree Management, LP	12,484	$1.48M	0.06%	–	–
Westside Investment Management, Inc.	12,536	$1.48M	0.02%	–	–
Altium Wealth Management LLC	12,577	$1.49M	0.12%	–	–
Good Life Advisors, LLC	12,586	$1.49M	0.30%	–	–
Windsor Group LTD	12,631	$1.49M	0.36%	–	–
Rosenbaum Jay D.	12,720	$1.50M	2.58%	–	–
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	12,756	$1.51M	0.31%	–	–
First National Bank & Trust Co of Newtown	12,792	$1.51M	0.33%	–	–
Chicago Trust Co NA	12,821	$1.51M	0.52%	–	–
Rodgers Brothers Inc.	12,962	$1.53M	0.32%	–	–
Supplemental Annuity Collective Trust of NJ	13,000	$1.54M	0.53%	–	–
Heartland Advisors Inc	13,016	$1.54M	0.10%	–	–
Bellecapital International Ltd.	13,034	$1.54M	0.48%	–	–
Foster & Motley Inc	13,102	$1.55M	0.14%	–	–
TCF National Bank	13,211	$1.56M	0.18%	–	–
Aberdeen Wealth Management LLC	13,224	$1.56M	1.24%	–	–
Hoese & Co LLP	13,233	$1.56M	1.93%	–	–
Clarius Group, LLC	13,291	$1.57M	0.16%	–	–
Legacy Wealth Management, LLC	13,343	$1.58M	0.96%	–	–
Uncommon Cents Investing LLC	13,350	$1.58M	0.68%	–	–
Liberty One Investment Management, LLC	13,364	$1.58M	0.28%	–	–
Oarsman Capital, Inc.	13,409	$1.58M	0.69%	–	–
Exeter Financial, LLC	13,408	$1.58M	1.00%	–	–
Sound View Wealth Advisors Group, LLC	13,480	$1.59M	0.37%	–	–
Harbour Investments, Inc.	13,483	$1.59M	0.06%	–	–
Bogart Wealth, LLC	13,491	$1.59M	0.22%	–	–
Trust Co of Toledo NA	13,514	$1.60M	0.29%	–	–
Eqis Capital Management, Inc.	13,558	$1.60M	0.12%	–	–
Monetary Management Group Inc	13,576	$1.60M	0.51%	–	–
Rikoon Group, LLC	13,516	$1.60M	0.43%	–	–
Investment Counsel Inc.	13,590	$1.60M	1.13%	–	–
Strategic Wealth Partners, Ltd.	13,640	$1.61M	0.64%	–	–
Triangle Securities Wealth Management	13,735	$1.62M	0.59%	–	–
Cary Street Partners Asset Management LLC	53,023	$1.63M	0.40%	–	–
Bank Pictet & Cie (Asia) Ltd	13,809	$1.63M	0.50%	–	–
Sentry Investment Management LLC	13,869	$1.64M	0.45%	–	–
BigSur Wealth Management LLC	13,733	$1.64M	0.84%	–	–
Granite Investment Partners, LLC	13,878	$1.64M	0.05%	–	–
Clifford Swan Investment Counsel LLC	13,906	$1.64M	0.07%	–	–
Mason Investment Advisory Services, Inc.	13,934	$1.65M	0.17%	–	–
Capital Investment Advisory Services, LLC	13,954	$1.65M	0.23%	–	–
Gyon Technologies Capital Management, LP	13,959	$1.65M	0.72%	–	–
Bryn Mawr Trust Co	13,970	$1.65M	0.07%	–	–
Verdence Capital Advisors LLC	13,967	$1.65M	0.28%	–	–
Advisory Research Inc	14,018	$1.66M	0.12%	–	–
Montag A & Associates Inc	14,083	$1.66M	0.09%	–	–
Banco de Sabadell, S.A	14,132	$1.67M	0.17%	–	–