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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
CPWM, LLC3,541$440.0K0.03%−29−0.8%Reduced
Maryland Capital Management3,558$442.0K0.03%+3,558New
Hennion & Walsh Asset Management, Inc.3,576$444.0K0.02%−33−0.9%Reduced
South State Corp.3,587$445.0K0.04%−396−9.9%Reduced
Equitable Holdings, Inc.3,585$445.0K0.01%−176−4.7%Reduced
DF Dent & Co Inc3,607$448.0K0.00%+427+13.4%Added
Wilbanks Smith & Thomas Asset Management LLC3,623$450.0K0.02%+27+0.8%Added
Cypress Wealth Services, LLC3,636$451.0K0.12%−152−4.0%Reduced
Brown Advisory Securities, LLC3,638$452.0K0.07%−205−5.3%Reduced
WBH Advisory Inc3,544$454.0K0.07%−1,610−31.2%Reduced
Neo Ivy Capital Management3,654$454.0K0.46%+3,212+726.7%Added
Capstone Investment Advisors, LLC3,664$455.0K0.01%+3,664New
Old National Bancorp3,681$457.0K0.02%−13,877−79.0%Reduced
jvl associates llc3,680$457.0K0.32%−79−2.1%Reduced
Northeast Financial Consultants Inc3,693$458.0K0.03%+600+19.4%Added
Regent Investment Management LLC3,697$459.0K0.11%00.0%Unchanged
Pineno Levin & Ford Asset Management, Inc.3,725$462.0K0.15%+75+2.1%Added
Fulcrum Capital LLC3,728$463.0K0.12%−1,828−32.9%Reduced
Investment Partners, Ltd.3,727$463.0K0.21%+13+0.4%Added
Capital Planning Advisors, LLC3,727$463.0K0.09%+285+8.3%Added
Morse Asset Management, Inc3,750$465.0K0.11%−50−1.3%Reduced
Essex Savings Bank3,682$466.0K0.18%−94−2.5%Reduced
Aviance Capital Partners, LLC3,765$467.0K0.08%−56−1.5%Reduced
Private Capital Group, LLC3,750$468.0K0.11%−258−6.4%Reduced
Robertson Stephens Wealth Management, LLC3,753$468.0K0.06%+730+24.1%Added
Woodward Diversified Capital, LLC3,780$469.0K0.27%−30−0.8%Reduced
Carlson Capital Management3,799$472.0K0.07%−57−1.5%Reduced
Capstone Triton Financial Group, LLC3,804$472.0K0.29%+262+7.4%Added
Searle & Co.3,819$474.0K0.19%00.0%Unchanged
Aries Wealth Management3,836$476.0K0.20%−11−0.3%Reduced
Bragg Financial Advisors, Inc3,835$476.0K0.03%+813+26.9%Added
Change Path, LLC3,836$477.0K0.03%−21−0.5%Reduced
Arete Wealth Advisors, LLC4,621$481.0K0.07%−266−5.4%Reduced
Perigon Wealth Management, LLC3,877$481.0K0.04%−242−5.9%Reduced
CFM Wealth Partners LLC3,874$481.0K0.13%−160−4.0%Reduced
Camden Capital, LLC3,887$483.0K0.11%+377+10.7%Added
LPWM LLC3,779$484.0K0.29%+29+0.8%Added
Childress Capital Advisors, LLC3,903$484.0K0.22%+998+34.4%Added
SOL Capital Management CO3,906$485.0K0.10%−95−2.4%Reduced
Simmons Bank3,906$485.0K0.04%+195+5.3%Added
AMJ Financial Wealth Management3,907$485.0K0.21%+3,907New
Towarzystwo Funduszy Inwestycyjnych Pzu SA3,925$487.2K0.58%+200+5.4%Added
Ninepoint Partners LP3,937$489.0K0.22%00.0%Unchanged
CNB Bank3,958$491.0K0.31%+614+18.4%Added
Almanack Investment Partners, LLC.3,940$492.0K0.05%−429−9.8%Reduced
Archford Capital Strategies, LLC3,960$492.0K0.12%+654+19.8%Added
BOK Financial Private Wealth, Inc.3,969$493.0K0.04%+756+23.5%Added
Cobblestone Capital Advisors LLC4,000$497.0K0.03%+109+2.8%Added
Thrive Capital Management, LLC4,007$497.0K0.39%+1,452+56.8%Added
Asahi Life Asset Management Co., Ltd.4,000$497.0K0.07%+2,020+102.0%Added
Sage Mountain Advisors LLC4,020$499.0K0.08%+1,932+92.5%Added
SevenBridge Financial Group, LLC4,042$502.0K0.16%+237+6.2%Added
Claybrook Capital, LLC4,042$502.0K0.16%+4,042New
Wealthsource Partners, LLC4,079$506.0K0.04%−742−15.4%Reduced
Prio Wealth Limited Partnership4,077$506.0K0.02%−64−1.5%Reduced
Gilbert & Cook, Inc.4,114$511.0K0.09%+123+3.1%Added
First Citizens Financial Corp4,123$512.0K0.39%00.0%Unchanged
Garrett Investment Advisors LLC4,130$513.0K0.16%+125+3.1%Added
Ossiam3,953$519.0K0.01%−4,296−52.1%Reduced
Crumly & Associates Inc.4,184$519.0K0.25%+998+31.3%Added
Geller Advisors LLC4,168$520.0K0.11%−20.0%Reduced
Azimuth Capital Management LLC4,193$520.0K0.02%+28+0.7%Added
Jackson, Grant Investment Advisers, Inc.4,191$520.0K0.23%+35+0.8%Added
Twin Lakes Capital Management, LLC4,201$521.0K0.29%+2,674+175.1%Added
Smith Shellnut Wilson LLC4,202$522.0K0.30%00.0%Unchanged
Jump Financial, LLC4,237$525.0K0.05%+874+26.0%Added
Future Financial Wealth Managment LLC4,251$528.0K0.54%+270+6.8%Added
Emerald Advisors, LLC4,267$530.0K0.17%+199+4.9%Added
Claro Advisors LLC4,273$530.0K0.24%+278+7.0%Added
Bard Financial Services, Inc.4,290$533.0K0.05%00.0%Unchanged
Berman Capital Advisors, LLC4,304$533.0K0.08%+801+22.9%Added
Beacon Financial Advisory LLC4,301$534.0K0.29%−300−6.5%Reduced
Engine No. 1 LLC4,299$534.0K0.15%+4,299New
Parkside Financial Bank & Trust4,314$535.0K0.15%+120+2.9%Added
Sunflower Bank, N.A.4,337$538.0K0.08%+203+4.9%Added
Franklin Street Advisors Inc4,373$543.0K0.05%−6,146−58.4%Reduced
Cedar Brook Financial Partners, LLC4,386$544.0K0.16%+112+2.6%Added
CVA Family Office, LLC4,383$544.0K0.15%+1,620+58.6%Added
ACT Advisors, LLC.4,304$546.0K0.41%00.0%Unchanged
Davy Global Fund Management Ltd4,405$547.0K0.08%−20,810−82.5%Reduced
Krane Funds Advisors LLC4,420$549.0K0.02%+716+19.3%Added
DRW Securities, LLC4,426$549.0K0.07%+4,426New
Curated Wealth Partners LLC4,433$550.0K0.30%+435+10.9%Added
Highland Private Wealth Management4,442$551.0K0.08%+157+3.7%Added
Wrapmanager Inc4,446$552.0K0.14%+63+1.4%Added
Boston Common Asset Management, LLC4,448$552.0K0.02%+300+7.2%Added
Sunbelt Securities, Inc.4,406$554.0K0.10%−2,446−35.7%Reduced
Indiana Trust & Investment Management CO4,728$554.0K0.30%+342+7.8%Added
Voya Financial Advisors, Inc.4,479$558.0K0.07%−21,568−82.8%Reduced
Bessemer Securities LLC4,500$559.0K0.22%00.0%Unchanged
Schmidt P J Investment Management Inc4,355$560.0K0.11%+80+1.9%Added
Inscription Capital, LLC4,523$561.0K0.06%−10,446−69.8%Reduced
Carmichael Hill & Associates, Inc.4,521$561.0K0.32%−15−0.3%Reduced
Principle Wealth Partners LLC4,523$561.0K0.06%+31+0.7%Added
First PREMIER Bank4,535$563.0K0.16%−36−0.8%Reduced
Clare Market Investments LLC4,539$563.3K0.18%−166−3.5%Reduced
Ipswich Investment Management Co., Inc.4,551$565.0K0.14%+518+12.8%Added
Meridian Investment Counsel Inc.4,574$568.0K0.20%−71−1.5%Reduced
Souders Financial Advisors4,585$569.0K0.19%+4,585New
Waldron Private Wealth LLC4,582$571.0K0.04%−747−14.0%Reduced