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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 2,161 | $268.0K | 0.05% | −58−2.6% | Reduced |
| Reilly Financial Advisors, LLC | 2,159 | $268.0K | 0.02% | −10.0% | Reduced |
| Clean Yield Group | 2,165 | $269.0K | 0.10% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,170 | $269.0K | 0.08% | +50+2.4% | Added |
| Hayek Kallen Investment Management | 2,183 | $271.0K | 0.11% | 00.0% | Unchanged |
| Somerset Group LLC | 2,186 | $271.0K | 0.19% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,185 | $272.0K | 0.04% | −404−15.6% | Reduced |
| Lincoln Capital LLC | 2,191 | $272.0K | 0.08% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,202 | $273.0K | 0.02% | +200+10.0% | Added |
| Wealth Alliance Advisory Group, LLC | 2,209 | $274.0K | 0.13% | −37−1.6% | Reduced |
| Cabot Wealth Management Inc | 2,215 | $275.0K | 0.04% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,223 | $276.0K | 0.06% | +211+10.5% | Added |
| Abacus Wealth Partners, LLC | 2,227 | $276.4K | 0.11% | +73+3.4% | Added |
| Patron Partners Advisors, LLC | 2,233 | $277.0K | 0.21% | −648−22.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,229 | $277.0K | 0.24% | +2+0.1% | Added |
| Canvas Wealth Advisors, LLC | 2,228 | $277.0K | 0.12% | +565+34.0% | Added |
| Keudell/Morrison Wealth Management | 2,238 | $278.0K | 0.15% | +87+4.0% | Added |
| Hemenway Trust Co LLC | 2,252 | $280.0K | 0.03% | −130−5.5% | Reduced |
| Castleview Partners, LLC | 2,253 | $280.0K | 0.12% | +2,253 | New |
| Am Investment Strategies LLC | 2,257 | $280.0K | 0.07% | +2,257 | New |
| Pacifica Partners Inc. | 2,245 | $281.0K | 0.21% | −115−4.9% | Reduced |
| LBMC Investment Advisors, LLC | 2,264 | $281.0K | 0.03% | +2,264 | New |
| Salvus Wealth Management, LLC | 2,235 | $282.0K | 0.24% | −350−13.5% | Reduced |
| KLK Capital Management LLC | 2,273 | $282.0K | 0.24% | +2,273 | New |
| Emfo, LLC | 2,271 | $282.0K | 0.25% | +2,271 | New |
| Patton Albertson Miller Group, LLC | 2,281 | $283.0K | 0.06% | −325−12.5% | Reduced |
| Resource Management, LLC | 2,280 | $283.0K | 0.03% | +2,280 | New |
| Vigilant Capital Management, LLC | 2,290 | $284.0K | 0.02% | +174+8.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,410 | $285.0K | 0.02% | −2,410−50.0% | Reduced |
| Fermata Advisors, LLC | 2,306 | $286.0K | 0.17% | +2,306 | New |
| Versor Investments LP | 2,310 | $287.0K | 0.01% | +2,310 | New |
| Enterprise Financial Services Corp | 2,327 | $288.0K | 0.05% | +47+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,336 | $290.0K | 0.19% | +2,336 | New |
| Dorchester Wealth Management Co | 2,348 | $291.0K | 0.07% | +18+0.8% | Added |
| Seven Springs Wealth Group, LLC | 2,347 | $291.0K | 0.13% | +2,347 | New |
| Blue Fin Capital, Inc. | 2,353 | $292.0K | 0.09% | −100−4.1% | Reduced |
| JJJ Advisors Inc. | 2,353 | $292.0K | 0.11% | +678+40.5% | Added |
| Kore Private Wealth LLC | 2,365 | $294.0K | 0.03% | +423+21.8% | Added |
| SP Asset Management | 2,263 | $295.0K | 0.03% | +2+0.1% | Added |
| Chesapeake Wealth Management | 2,393 | $297.0K | 0.10% | −230−8.8% | Reduced |
| Retirement Capital Strategies | 2,390 | $297.0K | 0.11% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,394 | $297.0K | 0.14% | +8+0.3% | Added |
| Compass Ion Advisors, LLC | 2,404 | $298.0K | 0.12% | −5−0.2% | Reduced |
| Optimum Investment Advisors | 2,400 | $298.0K | 0.09% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,419 | $300.0K | 0.20% | +108+4.7% | Added |
| Excalibur Management Corp | 2,424 | $301.0K | 0.14% | −55−2.2% | Reduced |
| CX Institutional | 2,428 | $301.0K | 0.02% | +324+15.4% | Added |
| Successful Portfolios LLC | 2,429 | $302.0K | 0.18% | +265+12.2% | Added |
| Dana Investment Advisors, Inc. | 2,450 | $304.0K | 0.01% | −114−4.4% | Reduced |
| White Pine Capital LLC | 2,322 | $305.0K | 0.09% | −885−27.6% | Reduced |
| 55I, LLC | 2,459 | $305.0K | 0.01% | +2,459 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,509 | $311.0K | 0.08% | −180−6.7% | Reduced |
| CWS Financial Advisors, LLC | 2,509 | $311.0K | 0.12% | +69+2.8% | Added |
| Weld Capital Management LLC | 2,507 | $311.0K | 0.31% | +2,507 | New |
| Community Bank of Raymore | 2,515 | $312.0K | 0.10% | −50−1.9% | Reduced |
| Sky Investment Group LLC | 2,514 | $312.0K | 0.07% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,507 | $313.0K | 0.29% | 00.0% | Unchanged |
| First Command Bank | 2,533 | $314.0K | 0.04% | −16−0.6% | Reduced |
| First Command Financial Services, Inc. | 2,533 | $314.0K | 0.04% | −16−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 2,542 | $316.0K | 0.07% | +379+17.5% | Added |
| Bremer Bank National Association | 2,551 | $317.0K | 0.07% | −321−11.2% | Reduced |
| Baldwin Investment Management, LLC | 2,550 | $317.0K | 0.05% | −50−1.9% | Reduced |
| Prentice Wealth Management LLC | 2,551 | $317.0K | 0.16% | +501+24.4% | Added |
| Sageworth Trust Co | 2,556 | $317.0K | 0.02% | +2,406+1,604.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 2,563 | $318.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,563 | $318.0K | 0.17% | +10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 2,565 | $318.0K | 0.10% | +113+4.6% | Added |
| Holistic Financial Partners | 2,570 | $319.0K | 0.19% | −178−6.5% | Reduced |
| Joel Isaacson & Co., LLC | 2,571 | $319.0K | 0.02% | +85+3.4% | Added |
| Rock Creek Group, LP | 2,569 | $319.0K | 0.05% | +661+34.6% | Added |
| Jeppson Wealth Management, LLC | 2,585 | $320.0K | 0.17% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 2,574 | $320.0K | 0.10% | 00.0% | Unchanged |
| Univest Financial Corp | 2,591 | $322.0K | 0.09% | +500+23.9% | Added |
| Perkins Capital Management Inc | 2,600 | $323.0K | 0.18% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,600 | $323.0K | 0.21% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,622 | $325.0K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,622 | $325.0K | 0.14% | +2,622 | New |
| Sunburst Financial Group, LLC | 2,637 | $327.0K | 0.21% | −61−2.3% | Reduced |
| Fairhaven Wealth Management, LLC | 2,653 | $329.0K | 0.13% | −137−4.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,650 | $329.0K | 0.18% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,648 | $329.0K | 0.08% | +33+1.3% | Added |
| Truadvice, LLC | 2,528 | $329.0K | 0.07% | +623+32.7% | Added |
| Heritage Wealth Management, LLC | 2,661 | $330.0K | 0.13% | +1,153+76.5% | Added |
| Columbia Trust Co 01012016 | 2,698 | $335.0K | 0.19% | −723−21.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,700 | $335.0K | 0.02% | −69−2.5% | Reduced |
| Phoenix Wealth Advisors | 2,635 | $335.0K | 0.24% | +212+8.7% | Added |
| Hudock, Inc. | 2,711 | $336.0K | 0.10% | +5+0.2% | Added |
| Rowland & Co Investment Counsel | 2,713 | $336.8K | 0.08% | +1,320+94.8% | Added |
| White Lighthouse Investment Management Inc. | 2,718 | $337.0K | 0.09% | −45−1.6% | Reduced |
| Arkadios Wealth Advisors | 2,717 | $337.0K | 0.04% | +922+51.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,724 | $338.0K | 0.24% | −20−0.7% | Reduced |
| Bell Bank | 2,733 | $339.0K | 0.04% | −250−8.4% | Reduced |
| ACG Wealth | 2,735 | $339.0K | 0.04% | −51−1.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,735 | $339.0K | 0.02% | +150+5.8% | Added |
| First Personal Financial Services | 2,731 | $339.0K | 0.09% | +206+8.2% | Added |
| Glassman Wealth Services | 2,736 | $340.0K | 0.07% | +92+3.5% | Added |
| Pinnacle Bancorp, Inc. | 2,750 | $341.0K | 0.16% | +117+4.4% | Added |
| Graypoint LLC | 2,746 | $341.0K | 0.05% | +238+9.5% | Added |
| UMA Financial Services, Inc. | 2,717 | $345.0K | 0.10% | +6+0.2% | Added |
| Greenwood Capital Associates LLC | 2,777 | $345.0K | 0.05% | +381+15.9% | Added |