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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
River Wealth Advisors LLC2,219$262.0K0.05%––
Guardian Wealth Advisors, LLC2,227$263.0K0.24%––
Wealth Alliance Advisory Group, LLC2,246$265.0K0.14%––
Ocean Capital Management, LLC2,250$266.0K0.13%––
KCS Wealth Advisory2,265$268.0K0.14%––
Roman Butler Fullerton & Co2,144$270.0K0.14%––
Enterprise Financial Services Corp2,280$270.0K0.05%––
Corundum Group, Inc.2,311$273.0K0.21%––
WoodTrust Financial Corp2,317$274.0K0.08%––
Dorchester Wealth Management Co2,330$275.0K0.07%––
Measured Wealth Private Client Group, LLC2,327$275.0K0.10%––
RMR Wealth Builders2,363$279.0K0.07%––
KG&L Capital Management,LLC2,373$280.0K0.14%––
Hemenway Trust Co LLC2,382$281.0K0.03%––
Warren Averett Asset Management, LLC2,229$282.0K0.03%––
Retirement Capital Strategies2,390$282.0K0.11%––
Pacifica Partners Inc.2,360$282.0K0.23%––
Auxano Advisors, LLC2,386$282.0K0.17%––
Greenwood Capital Associates LLC2,396$283.0K0.04%––
Optimum Investment Advisors2,400$284.0K0.08%––
Lombard Odier Asset Management (Europe) Ltd2,412$285.0K0.02%––
Compass Ion Advisors, LLC2,409$285.0K0.12%––
Alterity Financial Group, LLC2,567$285.0K0.35%––
Phoenix Wealth Advisors2,423$286.0K0.22%––
Peoples Bank2,429$287.0K0.16%––
Capula Management Ltd2,434$288.0K0.06%––
CWS Financial Advisors, LLC2,440$288.0K0.12%––
StoneX Group Inc.2,439$289.0K0.05%––
Blue Fin Capital, Inc.2,453$289.0K0.10%––
Lineweaver Wealth Advisors, LLC2,452$289.0K0.10%––
LGL Partners, LLC2,467$291.0K0.17%––
SP Asset Management2,261$291.0K0.04%––
BKD Wealth Advisors, LLC2,476$292.0K0.01%––
Excalibur Management Corp2,479$293.0K0.14%––
Joel Isaacson & Co., LLC2,486$294.0K0.03%––
Graypoint LLC2,508$296.0K0.05%––
TCG Advisory Services, LLC2,503$296.0K0.09%––
Sky Investment Group LLC2,514$297.0K0.07%––
Visionary Wealth Advisors2,510$297.0K0.03%––
Hummer Financial Advisory Services Inc2,507$298.0K0.29%––
First Personal Financial Services2,525$299.0K0.08%––
First Command Bank2,549$301.0K0.06%––
First Command Financial Services, Inc.2,549$301.0K0.06%––
PSI Advisors, LLC2,562$302.0K0.18%––
Thrive Capital Management, LLC2,555$302.0K0.28%––
Chesley Taft & Associates LLC2,518$303.0K0.02%––
Dana Investment Advisors, Inc.2,564$303.0K0.01%––
Ramsay, Stattman, Vela & Price, Inc.2,563$303.0K0.08%––
Community Bank of Raymore2,565$303.0K0.10%––
Poehling Capital Management, LLC2,574$304.0K0.11%––
Birch Hill Investment Advisors LLC2,585$305.0K0.02%––
Jeppson Wealth Management, LLC2,585$305.0K0.18%––
Perkins Capital Management Inc2,600$307.0K0.18%––
Burke & Herbert Bank & Trust Co2,600$307.0K0.21%––
Baldwin Investment Management, LLC2,600$307.0K0.06%––
TRUE Private Wealth Advisors2,589$307.0K0.05%––
Patton Albertson Miller Group, LLC2,606$308.0K0.07%––
Veracity Capital LLC2,615$309.0K0.14%––
Northstar Group, Inc.2,622$310.0K0.09%––
Chesapeake Wealth Management2,623$310.0K0.10%––
Pinnacle Bancorp, Inc.2,633$311.0K0.15%––
Nations Financial Group Inc,2,642$312.0K0.07%––
Glassman Wealth Services2,644$312.0K0.07%––
Salvus Wealth Management, LLC2,585$312.0K0.29%––
Total Clarity Wealth Management, Inc.2,650$313.0K0.18%––
NorthRock Partners, LLC2,666$315.0K0.03%––
Livingston Group Asset Management CO (operating as Southport Capital Management)2,689$318.0K0.08%––
Hudock, Inc.2,706$319.0K0.10%––
Sunburst Financial Group, LLC2,698$319.0K0.22%––
Gryphon Financial Partners LLC2,707$320.0K0.08%––
S.E.E.D. Planning Group LLC2,736$323.0K0.18%––
Mitchell & Pahl Private Wealth, LLC2,744$324.0K0.25%––
American State Bank (Iowa)2,744$324.1K0.28%––
Holistic Financial Partners2,748$325.0K0.21%––
White Lighthouse Investment Management Inc.2,763$326.0K0.10%––
UMA Financial Services, Inc.2,711$326.0K0.11%––
CVA Family Office, LLC2,763$326.0K0.12%––
Bulltick Wealth Management, LLC2,752$326.1K0.09%––
Punch & Associates Investment Management, Inc.2,769$327.0K0.02%––
ACG Wealth2,786$329.0K0.04%––
Fairhaven Wealth Management, LLC2,790$330.0K0.14%––
Independent Investors Inc2,813$332.0K0.09%––
Summit Financial Group Inc2,815$333.0K0.14%––
Capital Advisors, Ltd. LLC2,828$334.0K0.06%––
Whalerock Point Partners, LLC2,830$334.3K0.15%––
CenterStar Asset Management, LLC–$336.0K0.48%––
HHM Wealth Advisors, LLC2,852$337.0K0.10%––
Northstar Advisory Group, LLC2,850$337.0K0.26%––
Charter Trust Co2,863$338.0K0.03%––
Bremer Bank National Association2,872$339.0K0.08%––
Patron Partners Advisors, LLC2,881$340.0K0.29%––
Tower View Investment Management & Research LLC2,885$341.0K0.19%––
American Investment Services, Inc.2,902$343.0K0.09%––
First Pacific Advisors, LP2,900$343.0K0.00%––
Harvest Investment Services, LLC2,910$343.0K0.15%––
Childress Capital Advisors, LLC2,905$343.0K0.16%––
CoreFirst Bank & Trust2,923$345.0K0.24%––
Axiom Investment Management LLC2,921$346.0K0.28%––
Douglas Lane & Associates, LLC2,931$346.0K0.01%––
Madden Securities Corp2,940$347.0K0.20%––