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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; 2,149 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Medtronic plc as of Jun 30, 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
2,016
+54 vs. Q1 2021
Shares held
1.09B
−24.0M (−2.2%) vs. Q1 2021
Total value
$135.1B
+$6.98B (+5.5%) vs. Q1 2021
New holders
146
863 more added
Sold out
92
737 more reduced

26 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 2,016 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: 2,149 institutions
Value heldQ2 2021: $135.1B
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 20262,149$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, Q2 2021

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2021.

Institutions holding MDT in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Syverson Strege & Co4$00.00%00.0%Unchanged
Lake Point Wealth Management2$00.00%+2New
Kelly Financial Services LLC81,585$6570.03%+80,929+12,336.7%Added
Transamerica Financial Advisors, Inc.3$1.00K0.02%−1−25.0%Reduced
Lowe Wealth Advisors, LLC9$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC5$1.00K0.00%+5New
Semmax Financial Advisors Inc.14$2.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.20$2.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC20$2.00K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC20$2.48K0.00%+20New
Providence Capital Advisors, LLC25$3.00K0.00%−82−76.6%Reduced
St. Johns Investment Management Company, LLC24$3.00K0.00%+24New
Longfellow Investment Management Co LLC32$4.00K0.00%−17,450−99.8%Reduced
Candriam Luxembourg S.C.A.37$5.00K0.00%−1−2.6%Reduced
Tfo-TDC, LLC40$5.00K0.00%+40New
True Link Financial Advisors, LLC51$6.00K0.00%00.0%Unchanged
Selective Wealth Management, Inc.49$6.00K0.00%+40+444.4%Added
Cordasco Financial Network59$7.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc53$7.00K0.00%00.0%Unchanged
Fortis Advisors, LLC55$7.00K0.00%00.0%Unchanged
TSFG, LLC54$7.00K0.00%+20+58.8%Added
Stuart Chaussee & Associates, Inc.66$8.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC68$8.00K0.00%+1+1.5%Added
Elmwood Wealth Management, Inc.63$8.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.73$9.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.75$9.00K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.72$9.00K0.00%+72New
Investment Research & Advisory Group, Inc.75$9.00K0.01%+75New
TD Ameritrade Investment Management, LLC79$10.0K0.00%−958−92.4%Reduced
C M Bidwell & Associates Ltd91$11.0K0.01%00.0%Unchanged
Halpern Financial, Inc.95$11.8K0.01%00.0%Unchanged
Pacitti Group Inc.96$12.0K0.01%−15−13.5%Reduced
AlphaMark Advisors, LLC100$12.0K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.100$12.0K0.00%00.0%Unchanged
Wagner Wealth Management, LLC99$12.0K0.01%00.0%Unchanged
Addison Advisors LLC95$12.0K0.01%+95New
MD Financial Management Inc.105$13.0K0.00%−22,384−99.5%Reduced
Coastal Capital Group, Inc.119$15.0K0.00%−48−28.7%Reduced
Summit Wealth Group, LLC123$15.0K0.02%+27+28.1%Added
Walled Lake Planning & Wealth Management, LLC125$16.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC131$16.0K0.01%+22+20.2%Added
Anfield Capital Management, LLC128$16.0K0.01%+128New
Arcadia Investment Management Corp134$17.0K0.00%+134New
Tortoise Investment Management, LLC152$19.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC155$19.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.149$19.0K0.01%+3+2.1%Added
Paragon Wealth Strategies, LLC150$19.0K0.01%+150New
Capital Directions Investment Advisors, LLC165$20.0K0.01%00.0%Unchanged
American Research & Management Co.165$20.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.175$22.0K0.01%+79+82.3%Added
Tucker Asset Management LLC184$22.8K0.01%−100−35.2%Reduced
Riverview Trust Co186$23.0K0.02%00.0%Unchanged
Beck Bode, LLC182$23.0K0.01%+182New
Artemis Wealth Advisors, LLC196$24.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC191$24.0K0.01%00.0%Unchanged
Howe & Rusling Inc195$24.0K0.00%+95+95.0%Added
Bank Julius Baer & Co. Ltd, Zurich201$25.0K0.00%−297−59.6%Reduced
Crewe Advisors LLC204$25.0K0.01%−65−24.2%Reduced
Islay Capital Management, LLC200$25.0K0.02%00.0%Unchanged
Atlas Private Wealth Advisors222$28.0K0.02%−179−44.6%Reduced
Founders Capital Management225$28.0K0.02%00.0%Unchanged
Red Cedar Capital, LLC229$28.0K0.02%00.0%Unchanged
Leelyn Smith, LLC224$28.0K0.01%00.0%Unchanged
Horan Securities, Inc.243$30.0K0.02%00.0%Unchanged
Gemmer Asset Management LLC238$30.0K0.00%+20+9.2%Added
Vectors Research Management, LLC238$30.0K0.01%+40+20.2%Added
RPG Investment Advisory, LLC275$34.0K0.01%00.0%Unchanged
Larson Financial Group LLC293$36.0K0.01%−62−17.5%Reduced
Versant Capital Management, Inc292$36.0K0.01%−45−13.4%Reduced
JFS Wealth Advisors, LLC293$36.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.235$36.0K0.01%00.0%Unchanged
Barnett & Company, Inc.296$37.0K0.02%00.0%Unchanged
Trust Co295$37.0K0.03%00.0%Unchanged
Corbenic Partners LLC295$37.0K0.01%+214+264.2%Added
Stonebridge Financial Planning Group, LLC300$38.0K0.02%00.0%Unchanged
CKW Financial Group300$38.0K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC312$39.0K0.00%−54−14.8%Reduced
Better Money Decisions, LLC315$39.0K0.03%00.0%Unchanged
Itau Unibanco Holding S.A.311$39.0K0.00%+311New
FormulaFolio Investments, LLC324$40.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC324$40.0K0.02%00.0%Unchanged
McIlrath & Eck, LLC334$41.0K0.01%−523−61.0%Reduced
Aspire Private Capital, LLC329$41.0K0.01%−11−3.2%Reduced
Resolute Partners Group338$42.0K0.01%00.0%Unchanged
Gladius Capital Management LP336$42.0K0.02%+234+229.4%Added
Knuff & Co LLC350$43.0K0.02%00.0%Unchanged
Newfound Research LLC345$43.0K0.09%+345New
Crescent Capital Consulting, LLC360$44.0K0.01%+33+10.1%Added
Gables Capital Management Inc.359$45.0K0.03%−122−25.4%Reduced
Capital Advisory Group Advisory Services, LLC364$45.0K0.02%00.0%Unchanged
Column Capital Advisors, LLC376$47.0K0.01%+136+56.7%Added
HC Financial Advisors Inc385$48.0K0.03%00.0%Unchanged
First Bank & Trust391$49.0K0.02%−9−2.3%Reduced
Rocky Mountain Advisers, LLC400$50.0K0.06%00.0%Unchanged
Financial Insights, Inc.412$51.1K0.04%+412New
Lenox Wealth Advisors, LLC435$54.0K0.01%−99−18.5%Reduced
Tradewinds Capital Management, LLC436$54.0K0.01%00.0%Unchanged
Disciplined Investments, LLC432$54.0K0.03%00.0%Unchanged
McCarthy Asset Management, Inc.450$56.0K0.04%00.0%Unchanged
Sound Income Strategies, LLC454$56.0K0.01%+86+23.4%Added