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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, 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: 2,150 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 20262,150$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, 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
Pearl River Capital, LLC9,783$1.21M0.33%−10,658−52.1%Reduced
Mather Group, LLC.9,781$1.21M0.03%+205+2.1%Added
Sawtooth Solutions, LLC9,788$1.22M0.24%+778+8.6%Added
Founders Financial Securities LLC9,835$1.22M0.24%+380+4.0%Added
Brookstone Capital Management9,585$1.22M0.02%+2,217+30.1%Added
Beacon Financial Group9,770$1.23M0.17%−1,169−10.7%Reduced
Wealth Alliance9,888$1.23M0.29%+855+9.5%Added
Radnor Capital Management, LLC9,891$1.23M0.41%00.0%Unchanged
Taylor, Cottrill, Erickson & Associates, Inc.9,905$1.23M0.17%00.0%Unchanged
Ballast Advisors LLC9,953$1.24M0.52%+40.0%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors9,984$1.24M0.41%+1,638+19.6%Added
KMG Fiduciary Partners, LLC10,034$1.25M0.22%−211−2.1%Reduced
Sargent Bickham Lagudis LLC10,043$1.25M0.10%−20−0.2%Reduced
Valmark Advisers, Inc.10,074$1.25M0.02%+596+6.3%Added
Intrust Bank NA10,078$1.25M0.17%−65−0.6%Reduced
Doyle Wealth Management10,140$1.26M0.10%−245−2.4%Reduced
GSB Wealth Management, LLC10,155$1.26M0.39%+27+0.3%Added
FORA Capital, LLC10,161$1.26M0.23%+10,161New
Platform Technology Partners10,186$1.26M0.52%+10,186New
Gould Asset Management LLC10,235$1.27M0.36%+190+1.9%Added
Boston Family Office LLC10,300$1.28M0.09%+510+5.2%Added
Harfst & Associates, Inc.10,327$1.28M0.37%−90−0.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10,339$1.28M0.13%+1,405+15.7%Added
Gladstone Institutional Advisory LLC10,330$1.28M0.15%+6,691+183.9%Added
Venturi Wealth Management, LLC10,346$1.28M0.11%+10,346New
OPSEU Pension Plan Trust Fund10,189$1.29M0.33%−1,238−10.8%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC10,390$1.29M0.47%+224+2.2%Added
Wambolt & Associates, LLC10,247$1.29M0.55%+1,602+18.5%Added
Ergoteles LLC10,421$1.29M0.03%+10,421New
Ninety One SA (PTY) Ltd10,448$1.30M0.48%+251+2.5%Added
Essex Financial Services, Inc.11,001$1.30M0.19%00.0%Unchanged
Mechanics Bank Trust Department10,510$1.30M0.21%00.0%Unchanged
Pathstone Family Office, LLC10,498$1.31M0.04%+3,301+45.9%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,583$1.31M0.01%+6,203+141.6%Added
Golden State Equity Partners10,600$1.32M0.51%+2,073+24.3%Added
Ashton Thomas Private Wealth, LLC10,608$1.32M0.20%+555+5.5%Added
Mogy Joel R Investment Counsel Inc10,607$1.32M0.11%00.0%Unchanged
PFG Advisors10,634$1.32M0.15%+673+6.8%Added
Madison Wealth Management10,671$1.32M0.29%+350+3.4%Added
Connors Investor Services Inc10,681$1.33M0.14%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,724$1.33M0.08%−615−5.4%Reduced
Legacy Financial Strategies, LLC10,748$1.33M0.64%+665+6.6%Added
Aaron Wealth Advisors10,770$1.34M0.44%+231+2.2%Added
Symmetry Partners, LLC10,786$1.34M0.09%−4,503−29.5%Reduced
Connolly Sarah T.10,854$1.35M1.10%+289+2.7%Added
Arden Trust Co10,861$1.35M0.22%−212−1.9%Reduced
We Are One Seven, LLC10,870$1.35M0.19%+1,427+15.1%Added
Cary Street Partners Asset Management LLC10,978$1.36M0.33%−42,045−79.3%Reduced
Prosight Management, LP11,000$1.36M0.86%−9,088−45.2%Reduced
Midwest Wealth Management Inc.11,140$1.38M0.99%+841+8.2%Added
First Financial Bank - Trust Division11,149$1.38M0.15%+485+4.5%Added
Galibier Capital Management Ltd.11,170$1.39M0.19%00.0%Unchanged
Dynamic Advisor Solutions LLC11,189$1.39M0.11%−1,203−9.7%Reduced
Dumont & Blake Investment Advisors LLC11,192$1.39M0.40%+50.0%Added
Sun Life Financial INC11,199$1.39M0.07%−1,133−9.2%Reduced
Pflug Koory, LLC11,207$1.39M0.73%−700−5.9%Reduced
TSP Capital Management Group, LLC–$1.40M0.46%––
Everence Capital Management Inc11,300$1.40M0.12%00.0%Unchanged
Shelton Capital Management11,306$1.40M0.05%+267+2.4%Added
Bridges Investment Management Inc11,301$1.40M0.04%+963+9.3%Added
Grove Bank & Trust11,418$1.42M0.31%+7,904+224.9%Added
Moneta Group Investment Advisors LLC11,432$1.42M0.07%+2,730+31.4%Added
Flagship Harbor Advisors, LLC11,447$1.42M0.15%−753−6.2%Reduced
MV Capital Management, Inc.11,492$1.43M0.24%+640+5.9%Added
Checchi Capital Advisers, LLC11,513$1.43M0.18%−843−6.8%Reduced
Valley National Advisers Inc11,510$1.43M0.26%−47−0.4%Reduced
Outfitter Financial LLC11,525$1.43M1.10%+465+4.2%Added
DAGCO, Inc.11,538$1.43M0.64%−148−1.3%Reduced
Janney Capital Management LLC11,532$1.43M0.09%+226+2.0%Added
Colrain Capital LLC11,500$1.44M2.72%−15,700−57.7%Reduced
AMG National Trust Bank11,608$1.44M0.05%+411+3.7%Added
Fosun International Ltd11,600$1.45M0.09%00.0%Unchanged
Buckingham Strategic Wealth, LLC11,657$1.45M0.03%+1,326+12.8%Added
Lipe & Dalton11,675$1.45M0.75%+10.0%Added
Geneos Wealth Management Inc.11,565$1.47M0.06%−15,704−57.6%Reduced
Lionsbridge Wealth Management LLC11,752$1.47M1.57%+2,315+24.5%Added
Trustco Bank Corp N Y11,842$1.47M1.32%−2,600−18.0%Reduced
Founders Capital Management, LLC11,859$1.47M0.36%−370−3.0%Reduced
17 Capital Partners, LLC11,879$1.48M1.37%+11,879New
Lido Advisors, LLC11,833$1.48M0.04%+60+0.5%Added
Davis-Rea Ltd.11,860$1.48M0.73%−231−1.9%Reduced
Clifford Swan Investment Counsel LLC11,559$1.48M0.06%−2,347−16.9%Reduced
Signaturefd, LLC11,980$1.49M0.06%+2,351+24.4%Added
Windsor Group LTD12,072$1.50M0.32%−559−4.4%Reduced
ICW Investment Advisors LLC12,085$1.50M0.98%+145+1.2%Added
Rothschild Investment Corp12,128$1.50M0.12%+389+3.3%Added
Associated Banc-Corp12,127$1.50M0.06%+3,842+46.4%Added
West Oak Capital, LLC12,154$1.51M0.59%+375+3.2%Added
Harrington Investments, INC12,169$1.51M0.89%+194+1.6%Added
Trust Asset Management LLC12,173$1.51M0.21%+1,355+12.5%Added
Granite Investment Partners, LLC12,238$1.52M0.05%−1,640−11.8%Reduced
Markston International LLC12,248$1.52M0.92%−100,701−89.2%Reduced
Redmond Asset Management, LLC12,257$1.52M0.45%−204−1.6%Reduced
Cascade Investment Advisors, Inc.12,255$1.52M0.96%−25−0.2%Reduced
FIL Ltd12,280$1.52M0.00%−10,621−46.4%Reduced
Glen Eagle Advisors, LLC12,326$1.53M0.48%+141+1.2%Added
BigSur Wealth Management LLC12,307$1.53M0.69%−1,426−10.4%Reduced
Martin Investment Management, LLC12,390$1.54M0.40%00.0%Unchanged
McKinley Carter Wealth Services, Inc.12,391$1.54M0.13%+509+4.3%Added
Violich Capital Management, Inc.12,398$1.54M0.26%00.0%Unchanged