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Medtronic plc

MDT
Exchange
NYSE
Industry
Electromedical & Electrotherapeutic Apparatus
SEC CIK
0001613103

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
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ1 2021: $128.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$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
InstitutionSharesValue% of portfolioChange in sharesAction
Security National Bank1,735$205.0K0.06%––
Beaumont Asset Management, L.L.C.1,743$205.0K0.17%––
Asset Dedication, LLC1,743$206.0K0.05%––
Altavista Wealth Management, Inc.1,755$207.0K0.05%––
Budros, Ruhlin & Roe, Inc.1,753$207.0K0.02%––
Atlas Brown,Inc.1,758$208.0K0.10%––
Menard Financial Group LLC1,761$208.0K0.22%––
Moody Lynn & Lieberson, LLC1,771$209.0K0.02%––
Balentine LLC1,769$209.0K0.01%––
Norris Perne & French LLP1,775$210.0K0.02%––
Zevin Asset Management LLC1,776$210.0K0.05%––
WNY Asset Management, LLC1,762$210.0K0.08%––
Abner Herrman & Brock LLC1,796$212.0K0.03%––
Nicollet Investment Management, Inc.1,791$212.0K0.09%––
GYL Financial Synergies, LLC1,792$212.0K0.12%––
Arkadios Wealth Advisors1,795$212.0K0.03%––
Overbrook Management Corp1,801$213.0K0.05%––
Circle Wealth Management, LLC1,826$216.0K0.03%––
StrongBox Wealth, LLC1,827$216.0K0.13%––
Journey Advisory Group, LLC1,828$216.0K0.08%––
PDS Planning, Inc1,840$217.0K0.06%––
Susquehanna International Group Ltd.1,849$218.0K0.09%––
NinePointTwo Capital1,862$219.0K0.08%––
Cary Street Partner Investment Advisory LLC1,867$221.0K0.09%––
Laird Norton Trust Company, LLC1,896$222.0K0.02%––
Formidable Asset Management, LLC1,876$222.0K0.05%––
Onyx Bridge Wealth Group LLC1,883$222.0K0.11%––
Jefferies Group LLC1,887$222.9K0.01%––
Spears Abacus Advisors LLC1,887$223.0K0.02%––
Armor Investment Advisors, LLC1,890$223.0K0.14%––
Palladiem, LLC1,900$224.0K0.20%––
Rock Creek Group, LP1,908$225.0K0.04%––
Alexandria Capital, LLC1,905$225.0K0.02%––
Peak Planning Group, LLC1,914$226.1K0.22%––
CFO4Life Group, LLC1,925$227.0K0.06%––
LexAurum Advisors, LLC1,922$227.0K0.08%––
Sullivan, Bruyette, Speros & Blaney, LLC1,936$229.0K0.01%––
Kore Private Wealth LLC1,942$229.0K0.03%––
OneAscent Financial Services LLC1,942$229.0K0.23%––
Redwood Investments, LLC1,952$231.0K0.02%––
Plante Moran Financial Advisors, LLC1,953$231.0K0.06%––
American Trust Investment Advisors, LLC1,960$232.0K0.14%––
LeJeune Puetz Investment Counsel LLC1,966$232.0K0.09%––
PBMares Wealth Management LLC1,962$232.0K0.19%––
Financial Perspectives, Inc27,463,599$232.5K11.55%––
Central Bank & Trust Co1,978$234.0K0.04%––
Asahi Life Asset Management Co., Ltd.1,980$234.0K0.03%––
Paradigm Financial Advisors, LLC1,982$234.0K0.06%––
Lion Street Advisors, LLC1,973$234.0K5.57%––
Salem Investment Counselors Inc1,993$235.0K0.01%––
Hyman Charles D1,990$235.0K0.02%––
Eastern Bank2,000$236.0K0.01%––
A.R.T. Advisors, LLC2,000$236.0K1.28%––
Texas Yale Capital Corp.2,002$236.0K0.01%––
Seven Post Investment Office LP2,000$236.0K0.08%––
Chicago Capital, LLC2,000$236.0K0.01%––
V Wealth Advisors LLC2,010$237.0K0.04%––
LVM Capital Management Ltd2,012$238.0K0.04%––
AGF Investments LLC2,017$238.0K0.03%––
Modera Wealth Management, LLC2,011$238.0K0.02%––
High Falls Advisors, Inc2,015$238.0K0.07%––
Schneider Downs Wealth Management Advisors, LP2,013$238.0K0.06%––
Austin Private Wealth, LLC2,012$238.0K0.06%––
Endurance Wealth Management, Inc.2,026$239.0K0.03%––
Secure Asset Management, LLC2,026$239.0K0.13%––
WealthTrust Axiom LLC2,035$240.0K0.08%––
Palumbo Wealth Management LLC2,043$241.0K0.18%––
Glovista Investments LLC2,050$242.0K0.07%––
Berkeley Capital Partners, LLC2,049$242.0K0.12%––
Prentice Wealth Management LLC2,050$242.0K0.13%––
Signature Wealth Management Partners, LLC2,061$243.0K0.23%––
Westshore Wealth, LLC2,063$244.0K0.14%––
Twin Focus Capital Partners, LLC2,075$245.0K0.07%––
Beck Mack & Oliver LLC2,093$247.0K0.01%––
Univest Financial Corp2,091$247.0K0.07%––
Sage Mountain Advisors LLC2,088$247.0K0.05%––
WD Rutherford LLC2,087$247.0K0.15%––
Welch Group, LLC2,098$248.0K0.02%––
Cozad Asset Management Inc2,105$249.0K0.04%––
CX Institutional2,104$249.0K0.02%––
Vigilant Capital Management, LLC2,116$250.0K0.02%––
FLC Capital Advisors2,120$250.0K0.08%––
XML Financial, LLC2,123$251.0K0.06%––
Truadvice, LLC1,905$251.0K0.07%––
Shoker Investment Counsel, Inc.2,140$252.0K0.13%––
Graves-Light Private Wealth Management, Inc.2,136$252.0K0.04%––
Keudell/Morrison Wealth Management2,151$254.0K0.15%––
Abacus Wealth Partners, LLC2,154$254.5K0.18%––
Reilly Financial Advisors, LLC2,160$255.0K0.02%––
Hayden Royal, LLC2,148$255.0K0.15%––
MidWestOne Financial Group, Inc.2,163$256.0K0.06%––
Clean Yield Group2,165$256.0K0.11%––
Successful Portfolios LLC2,164$256.0K0.17%––
360 Financial, Inc.2,172$257.0K0.14%––
Hayek Kallen Investment Management2,183$258.0K0.12%––
Somerset Group LLC2,186$258.0K0.19%––
DSC Advisors, L.P.2,193$259.0K0.21%––
Lincoln Capital LLC2,191$259.0K0.08%––
Fi3 FINANCIAL ADVISORS, LLC2,200$260.0K0.22%––
Cabot Wealth Management Inc2,215$262.0K0.04%––