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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 12,420 | $1.54M | 0.16% | −1,514−10.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,456 | $1.55M | 0.23% | −2,000−13.8% | Reduced |
| Westside Investment Management, Inc. | 12,456 | $1.55M | 0.02% | −80−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,478 | $1.55M | 0.08% | +2,326+22.9% | Added |
| Wolverine Trading, LLC | 12,502 | $1.56M | 0.04% | −14,180−53.1% | Reduced |
| Foster & Motley Inc | 12,562 | $1.56M | 0.13% | −540−4.1% | Reduced |
| Western Wealth Management, LLC | 12,565 | $1.56M | 0.16% | +8,872+240.2% | Added |
| AXS Investments LLC | 12,572 | $1.56M | 0.48% | −4,724−27.3% | Reduced |
| Hilltop Holdings Inc. | 12,587 | $1.56M | 0.18% | +638+5.3% | Added |
| Rosenbaum Jay D. | 12,660 | $1.57M | 2.60% | −60−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,683 | $1.57M | 0.20% | +350+2.8% | Added |
| BNC Wealth Management, LLC | 12,689 | $1.57M | 0.95% | +546+4.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12,722 | $1.58M | 0.30% | −34−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 12,730 | $1.58M | 0.33% | −62−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 12,776 | $1.59M | 0.41% | +5,359+72.3% | Added |
| SeaCrest Wealth Management, LLC | 12,790 | $1.59M | 0.19% | +578+4.7% | Added |
| Altium Wealth Management LLC | 12,821 | $1.59M | 0.12% | +244+1.9% | Added |
| Optas, LLC | 12,876 | $1.60M | 0.46% | +731+6.0% | Added |
| Capital Investment Advisory Services, LLC | 12,984 | $1.61M | 0.20% | −970−7.0% | Reduced |
| Rodgers Brothers Inc. | 12,990 | $1.61M | 0.31% | +28+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.61M | 0.52% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 13,014 | $1.61M | 0.31% | +428+3.4% | Added |
| Bellecapital International Ltd. | 13,034 | $1.62M | 0.49% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13,039 | $1.62M | 0.53% | −601−4.4% | Reduced |
| Heartland Advisors Inc | 13,040 | $1.62M | 0.09% | +24+0.2% | Added |
| Uncommon Cents Investing LLC | 13,110 | $1.63M | 0.65% | −240−1.8% | Reduced |
| Pictet Bank & Trust Ltd | 13,155 | $1.63M | 0.92% | +4,230+47.4% | Added |
| Aberdeen Wealth Management LLC | 13,224 | $1.64M | 1.51% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 13,227 | $1.64M | 1.12% | +2,856+27.5% | Added |
| Parallel Advisors, LLC | 13,243 | $1.64M | 0.07% | +1,701+14.7% | Added |
| Belpointe Asset Management LLC | 13,264 | $1.65M | 0.12% | +1,986+17.6% | Added |
| Clarius Group, LLC | 13,296 | $1.65M | 0.15% | +50.0% | Added |
| Oarsman Capital, Inc. | 13,299 | $1.65M | 0.66% | −110−0.8% | Reduced |
| Legacy Wealth Management, LLC | 13,343 | $1.66M | 0.92% | 00.0% | Unchanged |
| Hoese & Co LLP | 13,352 | $1.66M | 1.86% | +119+0.9% | Added |
| Northwest & Ethical Investments L.P. | 13,376 | $1.66M | 0.05% | −31,548−70.2% | Reduced |
| Eqis Capital Management, Inc. | 13,382 | $1.66M | 0.12% | −176−1.3% | Reduced |
| Chicago Trust Co NA | 13,403 | $1.66M | 0.39% | +582+4.5% | Added |
| HighPoint Advisor Group LLC | 13,421 | $1.67M | 0.17% | +3,611+36.8% | Added |
| Hanson & Doremus Investment Management | 16,043 | $1.67M | 0.50% | −499−3.0% | Reduced |
| Harbour Investments, Inc. | 13,441 | $1.67M | 0.05% | −42−0.3% | Reduced |
| Means Investment Co., Inc. | 13,478 | $1.67M | 0.33% | +1,429+11.9% | Added |
| Jupiter Asset Management Ltd | 13,510 | $1.68M | 0.02% | −976−6.7% | Reduced |
| Proequities, Inc. | 13,439 | $1.68M | 0.11% | +1,067+8.6% | Added |
| Monetary Management Group Inc | 13,521 | $1.68M | 0.51% | −55−0.4% | Reduced |
| Triangle Securities Wealth Management | 13,645 | $1.69M | 0.57% | −90−0.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 13,661 | $1.70M | 0.22% | −27,239−66.6% | Reduced |
| Advisory Research Inc | 13,661 | $1.70M | 0.11% | −357−2.5% | Reduced |
| Fieldpoint Private Securities, LLC | 13,555 | $1.70M | 0.37% | −3,473−20.4% | Reduced |
| Trust Co of Toledo NA | 13,745 | $1.71M | 0.29% | +231+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 13,785 | $1.71M | 0.36% | +305+2.3% | Added |
| Bryn Mawr Trust Co | 13,804 | $1.71M | 0.07% | −166−1.2% | Reduced |
| IFG Advisory, LLC | 13,841 | $1.72M | 0.19% | −2,303−14.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,930 | $1.73M | 0.56% | +1,872+15.5% | Added |
| Liberty One Investment Management, LLC | 13,956 | $1.73M | 0.29% | +592+4.4% | Added |
| Montag A & Associates Inc | 14,083 | $1.75M | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,132 | $1.75M | 0.26% | +14,132 | New |
| Summit Global Investments | 14,196 | $1.76M | 0.11% | −1,454−9.3% | Reduced |
| Sentry Investment Management LLC | 14,249 | $1.77M | 0.45% | +380+2.7% | Added |
| Neville Rodie & Shaw Inc | 14,279 | $1.77M | 0.14% | −400−2.7% | Reduced |
| Exeter Financial, LLC | 14,065 | $1.78M | 1.03% | +657+4.9% | Added |
| Coastline Trust Co | 14,379 | $1.78M | 0.22% | −1,246−8.0% | Reduced |
| Northstar Asset Management LLC | 14,423 | $1.79M | 0.47% | −350−2.4% | Reduced |
| Verdence Capital Advisors LLC | 14,427 | $1.79M | 0.25% | +460+3.3% | Added |
| Duff & Phelps Investment Management Co | 14,480 | $1.80M | 0.02% | −1,315−8.3% | Reduced |
| Highland Capital Management, LLC | 14,492 | $1.80M | 0.11% | −4,065−21.9% | Reduced |
| Stratos Wealth Advisors, LLC | 14,526 | $1.80M | 0.16% | +3,417+30.8% | Added |
| Rossmore Private Capital | 14,632 | $1.82M | 0.31% | +96+0.7% | Added |
| Harbor Investment Advisory, LLC | 14,713 | $1.83M | 0.25% | −21−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 14,718 | $1.83M | 0.51% | +909+6.6% | Added |
| Werlinich Asset Management, LLC | 14,735 | $1.83M | 1.48% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 14,746 | $1.83M | 0.89% | −2,140−12.7% | Reduced |
| SNS Financial Group, LLC | 14,803 | $1.84M | 0.24% | +252+1.7% | Added |
| Jarislowsky, Fraser Ltd | 14,812 | $1.84M | 0.01% | +53+0.4% | Added |
| Whitener Capital Management, Inc. | 14,830 | $1.84M | 0.73% | −50−0.3% | Reduced |
| Pitcairn Co | 14,845 | $1.84M | 0.12% | +326+2.2% | Added |
| Clearstead Advisors, LLC | 14,887 | $1.85M | 0.14% | +626+4.4% | Added |
| Banco de Sabadell, S.A | 15,023 | $1.87M | 1.24% | +891+6.3% | Added |
| Kinneret Advisory, LLC | 14,997 | $1.87M | 0.22% | 00.0% | Unchanged |
| Epiq Partners, LLC | 15,201 | $1.89M | 0.95% | +24+0.2% | Added |
| Hudson Value Partners, LLC | 15,310 | $1.90M | 1.05% | +595+4.0% | Added |
| Tower View Investment Management & Research LLC | 15,387 | $1.91M | 0.97% | +12,502+433.3% | Added |
| ELCO Management Co., LLC | 15,427 | $1.92M | 1.42% | +192+1.3% | Added |
| Red Spruce Capital, LLC | 15,482 | $1.92M | 1.13% | −63−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 15,559 | $1.93M | 0.12% | +1,195+8.3% | Added |
| SWS Partners | 15,565 | $1.93M | 1.26% | −170−1.1% | Reduced |
| Roundview Capital LLC | 15,643 | $1.94M | 0.22% | +1,398+9.8% | Added |
| Mount Yale Investment Advisors, LLC | 15,651 | $1.94M | 0.24% | −4,783−23.4% | Reduced |
| Telemus Capital, LLC | 15,680 | $1.95M | 0.14% | −1,919−10.9% | Reduced |
| Quest Capital Management Inc | 15,704 | $1.95M | 0.39% | −770−4.7% | Reduced |
| Fulton Bank, N.A. | 15,882 | $1.97M | 0.09% | −3,171−16.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,909 | $1.98M | 0.32% | −640−3.9% | Reduced |
| IHT Wealth Management, LLC | 15,954 | $1.98M | 0.13% | +5,498+52.6% | Added |
| Highlander Capital Management, LLC | 15,956 | $1.98M | 0.99% | +150+0.9% | Added |
| Covington Capital Management | 16,132 | $2.00M | 0.08% | +824+5.4% | Added |
| Duncker Streett & Co Inc | 16,230 | $2.02M | 0.37% | −10,361−39.0% | Reduced |
| Burney Co | 16,307 | $2.02M | 0.09% | −71−0.4% | Reduced |
| Bogart Wealth, LLC | 16,393 | $2.04M | 0.22% | +2,902+21.5% | Added |
| Capital Asset Advisory Services LLC | 16,333 | $2.04M | 0.22% | −644−3.8% | Reduced |
| Waycross Partners, LLC | 16,577 | $2.06M | 1.09% | −733−4.2% | Reduced |