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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 458 | $57.0K | 0.05% | −234−33.8% | Reduced |
| Focused Wealth Management, Inc | 456 | $57.0K | 0.01% | +125+37.8% | Added |
| Castleark Management LLC | 480 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 482 | $60.0K | 0.02% | +482 | New |
| Estate Counselors, LLC | 506 | $62.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $62.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $62.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 501 | $62.0K | 0.02% | +45+9.9% | Added |
| Delos Wealth Advisors, LLC | 500 | $62.0K | 0.08% | +500 | New |
| AllSquare Wealth Management LLC | 534 | $66.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 537 | $66.7K | 0.01% | +37+7.4% | Added |
| Gs Investments, Inc. | 550 | $68.0K | 0.09% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 564 | $70.0K | 0.02% | −1,052−65.1% | Reduced |
| Okabena Investment Services Inc | 600 | $74.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 596 | $74.0K | 0.01% | +596 | New |
| Clear Investment Research, LLC | 600 | $74.0K | 0.12% | +600 | New |
| Thompson Siegel & Walmsley LLC | 601 | $75.0K | 0.00% | −256−29.9% | Reduced |
| Hillsdale Investment Management Inc. | 605 | $75.0K | 0.01% | +605 | New |
| TFC Financial Management | 623 | $77.0K | 0.03% | +87+16.2% | Added |
| Sutton Wealth Advisors Inc. | 623 | $77.3K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 629 | $78.0K | 0.04% | +629 | New |
| Cypress Point Wealth Management, LLC | 625 | $78.0K | 0.06% | +625 | New |
| First Financial Corp | 643 | $79.0K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 640 | $79.0K | 0.08% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 641 | $80.0K | 0.03% | −583−47.6% | Reduced |
| Freedman Financial Associates, Inc. | 644 | $80.0K | 0.06% | +95+17.3% | Added |
| Earnest Partners LLC | 657 | $82.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 672 | $83.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 676 | $84.0K | 0.02% | −27−3.8% | Reduced |
| tru Independence LLC | 683 | $84.0K | 0.02% | +683 | New |
| America First Investment Advisors, LLC | 695 | $86.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 700 | $87.0K | 0.02% | −283−28.8% | Reduced |
| Horrell Capital Management, Inc. | 700 | $87.0K | 0.03% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 725 | $90.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 734 | $91.0K | 0.06% | 00.0% | Unchanged |
| Exane Derivatives | 735 | $93.6K | 0.02% | −5,480−88.2% | Reduced |
| Atwood & Palmer Inc | 775 | $96.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 780 | $97.0K | 0.01% | +51+7.0% | Added |
| Solstein Capital, LLC | 780 | $97.0K | 0.12% | +500+178.6% | Added |
| Acropolis Investment Management, LLC | 817 | $101.0K | 0.01% | +817 | New |
| Ade, LLC | 830 | $103.0K | 0.09% | 00.0% | Unchanged |
| Lee Financial Co | 840 | $104.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 849 | $105.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 858 | $106.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 865 | $107.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 850 | $107.0K | 0.01% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 908 | $113.0K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 906 | $113.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 927 | $115.0K | 0.07% | −775−45.5% | Reduced |
| Costello Asset Management, INC | 950 | $118.0K | 0.08% | −20−2.1% | Reduced |
| Savior LLC | 991 | $123.0K | 0.10% | −162−14.1% | Reduced |
| West Financial Advisors, LLC | 1,000 | $124.0K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $124.0K | 0.06% | 0 | New |
| Investors Research Corp | 1,034 | $128.0K | 0.04% | 00.0% | Unchanged |
| Knott David M | 1,050 | $130.0K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,073 | $133.0K | 0.04% | +153+16.6% | Added |
| Assenagon Asset Management S.A. | 1,102 | $137.0K | 0.00% | −198,710−99.4% | Reduced |
| Blume Capital Management, Inc. | 1,100 | $137.0K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,100 | $137.0K | 0.20% | 00.0% | Unchanged |
| Accel Wealth Management | 1,101 | $137.0K | 0.09% | +277+33.6% | Added |
| Baystate Wealth Management LLC | 1,138 | $141.0K | 0.01% | +200+21.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,148 | $142.0K | 0.13% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,163 | $144.0K | 0.02% | +391+50.6% | Added |
| Piscataqua Savings Bank | 1,172 | $146.0K | 0.12% | 00.0% | Unchanged |
| Motco | 1,178 | $146.0K | 0.01% | +173+17.2% | Added |
| Wealth Quarterback LLC | 1,174 | $146.0K | 0.09% | +1,174 | New |
| First Horizon Corp | 1,189 | $147.0K | 0.01% | −227−16.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,191 | $148.0K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,211 | $150.0K | 0.11% | −56−4.4% | Reduced |
| Eukles Asset Management | 1,206 | $150.0K | 0.08% | +1,206 | New |
| Norway Savings Bank | 1,215 | $151.0K | 0.07% | 00.0% | Unchanged |
| Country Trust Bank | 1,246 | $155.0K | 0.00% | +1,246 | New |
| Personal Wealth Partners | 1,267 | $157.0K | 0.06% | +1,267 | New |
| Legacy Bridge, LLC | 1,300 | $161.0K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,312 | $163.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,320 | $164.0K | 0.06% | +180+15.8% | Added |
| Lumature Wealth Partners, LLC | 1,363 | $169.0K | 0.07% | −135−9.0% | Reduced |
| Key Financial Inc | 1,344 | $176.0K | 0.10% | +614+84.1% | Added |
| Magellan Asset Management Ltd | 1,443 | $179.0K | 0.00% | +434+43.0% | Added |
| Global Trust Asset Management, LLC | 1,481 | $184.0K | 0.09% | +100+7.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,497 | $186.0K | 0.05% | −456−23.3% | Reduced |
| Baldrige Asset Management LLC | 1,497 | $186.0K | 0.08% | +1,497 | New |
| Ellis Investment Partners, LLC | 1,527 | $189.0K | 0.05% | −31−2.0% | Reduced |
| Eagle Bay Advisors LLC | 1,489 | $190.0K | 0.15% | +1,489 | New |
| Barrett Asset Management, LLC | 1,535 | $191.0K | 0.01% | −100−6.1% | Reduced |
| HighMark Wealth Management LLC | 1,535 | $191.0K | 0.14% | −18−1.2% | Reduced |
| Rockbridge Investment Management, LCC | 1,549 | $192.0K | 0.03% | +400+34.8% | Added |
| Centerpoint Advisors, LLC | 1,561 | $194.0K | 0.09% | +7+0.5% | Added |
| Cozad Asset Management Inc | 1,589 | $197.0K | 0.03% | −516−24.5% | Reduced |
| Centaurus Financial, Inc. | 1,595 | $198.0K | 0.02% | +133+9.1% | Added |
| Partners in Financial Planning | 1,614 | $200.3K | 0.06% | +1,614 | New |
| Financial Advisors, LLC | 1,618 | $201.0K | 0.07% | +1,618 | New |
| Cassia Capital Partners, LLC | 1,617 | $201.0K | 0.15% | +1,617 | New |
| Staley Capital Advisers Inc | 1,624 | $202.0K | 0.01% | +1,624 | New |
| Signet Financial Management, LLC | 1,624 | $202.0K | 0.07% | +1,624 | New |
| One + One Wealth Management, LLC | 1,630 | $202.0K | 0.14% | +1,630 | New |
| Clear Street Markets LLC | 1,635 | $203.0K | 0.04% | −2,965−64.5% | Reduced |
| Titus Wealth Management | 1,639 | $203.0K | 0.11% | +1,639 | New |
| Warren Averett Asset Management, LLC | 1,587 | $204.0K | 0.02% | −642−28.8% | Reduced |
| Addison Capital Co | 1,639 | $204.0K | 0.10% | +1,639 | New |