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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 4,620 | $573.0K | 0.24% | −200−4.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,628 | $574.0K | 0.10% | −4,494−49.3% | Reduced |
| Coastal Investment Advisors, Inc. | 4,642 | $576.0K | 0.14% | +1,032+28.6% | Added |
| WoodTrust Financial Corp | 4,679 | $580.0K | 0.15% | +2,362+101.9% | Added |
| Patten & Patten Inc | 4,683 | $581.0K | 0.04% | −257−5.2% | Reduced |
| IVC Wealth Advisors LLC | 4,684 | $581.0K | 0.41% | +245+5.5% | Added |
| KG&L Capital Management,LLC | 4,683 | $581.0K | 0.27% | +2,310+97.3% | Added |
| Cary Street Partner Investment Advisory LLC | 4,682 | $581.0K | 0.19% | +2,815+150.8% | Added |
| Stevens Capital Management LP | 4,714 | $585.0K | 0.17% | +983+26.3% | Added |
| Thomasville National Bank | 4,725 | $587.0K | 0.06% | −254−5.1% | Reduced |
| Fox Run Management, L.L.C. | 4,725 | $587.0K | 0.53% | +4,725 | New |
| Advisor Resource Council | 4,748 | $590.0K | 0.06% | +4,748 | New |
| Soltis Investment Advisors LLC | 4,763 | $591.0K | 0.09% | −503−9.6% | Reduced |
| Mitchell Sinkler & Starr | 4,768 | $592.0K | 0.54% | −23−0.5% | Reduced |
| Virtue Capital Management, LLC | 4,781 | $593.0K | 0.12% | −327−6.4% | Reduced |
| Calton & Associates, Inc. | 4,784 | $594.0K | 0.11% | +28+0.6% | Added |
| NEXT Financial Group, Inc | 4,789 | $596.0K | 0.05% | −9,841−67.3% | Reduced |
| Summit Financial, LLC | 4,811 | $600.3K | 0.06% | +4,811 | New |
| Intercontinental Wealth Advisors, LLC | 4,843 | $601.0K | 0.12% | +662+15.8% | Added |
| Sanders Morris Harris LLC | 4,744 | $602.0K | 0.12% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,858 | $603.0K | 0.03% | −300−5.8% | Reduced |
| Thomas White International Ltd | 4,858 | $603.0K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,883 | $606.0K | 0.17% | +4,883 | New |
| 1776 Wealth LLC | 4,905 | $609.0K | 0.35% | +38+0.8% | Added |
| Transform Wealth, LLC | 4,917 | $610.0K | 0.07% | +825+20.2% | Added |
| Alpine Woods Capital Investors, LLC | 4,930 | $612.0K | 0.06% | −21,050−81.0% | Reduced |
| Independent Financial Group, LLC | 4,947 | $614.1K | 0.07% | +893+22.0% | Added |
| Wisconsin Capital Management LLC | 4,963 | $616.0K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,990 | $619.0K | 0.18% | +191+4.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,000 | $621.0K | 0.35% | +1,500+42.9% | Added |
| LCNB Corp | 5,019 | $623.0K | 0.31% | +150+3.1% | Added |
| Opus Capital Group, LLC | 5,036 | $625.0K | 0.14% | −225−4.3% | Reduced |
| Hartford Financial Management Inc. | 5,032 | $625.0K | 0.16% | 00.0% | Unchanged |
| Cadence Bank NA | 5,035 | $625.0K | 0.19% | +43+0.9% | Added |
| Boston Financial Mangement LLC | 5,043 | $626.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,042 | $626.0K | 0.05% | +2,376+89.1% | Added |
| Boyd Watterson Asset Management LLC | 5,057 | $628.0K | 0.25% | +44+0.9% | Added |
| Keebeck Wealth Management, LLC | 5,056 | $630.0K | 0.09% | −100−1.9% | Reduced |
| Lake Street Advisors Group, LLC | 4,966 | $633.0K | 0.05% | +45+0.9% | Added |
| First Midwest Bank Trust Division | 5,107 | $634.0K | 0.09% | −647−11.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,108 | $634.0K | 0.07% | +5,108 | New |
| Pictet North America Advisors SA | 5,161 | $641.0K | 0.07% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,165 | $641.0K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5,173 | $642.0K | 0.40% | +5,173 | New |
| Jupiter Wealth Management LLC | 5,000 | $643.0K | 0.31% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,435 | $645.0K | 0.05% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,200 | $645.0K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,202 | $645.7K | 0.16% | +832+19.0% | Added |
| Engineers Gate Manager LP | 5,210 | $647.0K | 0.04% | −17,880−77.4% | Reduced |
| Cahill Financial Advisors Inc | 5,212 | $647.0K | 0.15% | −258−4.7% | Reduced |
| Oakworth Capital, Inc. | 5,215 | $647.0K | 0.06% | +102+2.0% | Added |
| Foundations Investment Advisors, LLC | 5,053 | $648.0K | 0.03% | +882+21.1% | Added |
| Lakeview Capital Partners, LLC | 5,250 | $652.0K | 0.29% | −108−2.0% | Reduced |
| Lindbrook Capital, LLC | 5,263 | $653.0K | 0.15% | +17+0.3% | Added |
| EP Wealth Advisors, LLC | 5,271 | $654.0K | 0.02% | +1,172+28.6% | Added |
| Ridgewood Investments LLC | 5,284 | $656.0K | 0.42% | −47−0.9% | Reduced |
| New Jersey Better Educational Savings Trust | 5,300 | $658.0K | 1.31% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,312 | $659.0K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,310 | $659.0K | 0.10% | +5,310 | New |
| Ropes Wealth Advisors LLC | 5,337 | $662.0K | 0.10% | −2,968−35.7% | Reduced |
| Aevitas Wealth Management, Inc. | 5,335 | $662.0K | 0.42% | −85−1.6% | Reduced |
| Tiemann Investment Advisors, LLC | 5,330 | $662.0K | 0.31% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 5,344 | $663.0K | 0.47% | −398−6.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 5,340 | $663.0K | 0.30% | +5,340 | New |
| Evermay Wealth Management LLC | 5,353 | $664.0K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,353 | $664.0K | 0.07% | +1,017+23.5% | Added |
| Legacy Financial Advisors, Inc. | 5,358 | $665.0K | 0.17% | +428+8.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,363 | $666.0K | 0.12% | −521−8.9% | Reduced |
| Ironwood Wealth Management, LLC. | 5,427 | $676.0K | 0.39% | 00.0% | Unchanged |
| Middleton & Co Inc | 5,451 | $677.0K | 0.07% | −550−9.2% | Reduced |
| BSW Wealth Partners | 5,453 | $677.0K | 0.19% | +320+6.2% | Added |
| LSV Asset Management | 5,500 | $682.0K | 0.00% | 00.0% | Unchanged |
| Montecito Bank & Trust | 5,530 | $686.0K | 0.13% | +67+1.2% | Added |
| High Note Wealth, LLC | 5,535 | $687.0K | 0.25% | +767+16.1% | Added |
| B. Riley Wealth Management, Inc. | 5,545 | $688.0K | 0.08% | +319+6.1% | Added |
| True North Advisors, LLC | 5,557 | $689.0K | 0.14% | −66−1.2% | Reduced |
| Avestar Capital, LLC | 5,550 | $692.0K | 0.13% | +29+0.5% | Added |
| Covenant Partners, LLC | 5,601 | $695.0K | 0.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,600 | $695.1K | 0.09% | −156−2.7% | Reduced |
| Financial Advocates Investment Management | 5,616 | $697.0K | 0.05% | −3,852−40.7% | Reduced |
| V Wealth Advisors LLC | 5,615 | $698.0K | 0.11% | +3,605+179.4% | Added |
| Trustcore Financial Services, LLC | 5,667 | $703.0K | 0.07% | +98+1.8% | Added |
| Gsa Capital Partners LLP | 5,680 | $705.0K | 0.08% | +2,307+68.4% | Added |
| Bond & Devick Financial Network, Inc. | 5,691 | $706.0K | 0.58% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 5,870 | $706.0K | 0.88% | +5,488+1,436.6% | Added |
| Hunter Associates Investment Management LLC | 5,736 | $712.0K | 0.22% | −5,477−48.8% | Reduced |
| Hoover Financial Advisors, Inc. | 5,745 | $713.0K | 0.13% | −352−5.8% | Reduced |
| Cascadia Advisory Services, LLC | 5,740 | $713.0K | 0.15% | −311−5.1% | Reduced |
| First National Bank of South Miami | 5,754 | $714.0K | 0.49% | −329−5.4% | Reduced |
| Cribstone Capital Management, LLC | 5,766 | $716.0K | 0.43% | +131+2.3% | Added |
| Mengis Capital Management, Inc. | 5,782 | $717.0K | 0.15% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,776 | $717.0K | 0.46% | +5,776 | New |
| FSB Premier Wealth Management, Inc. | 5,814 | $721.0K | 0.37% | −137−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,824 | $723.0K | 0.39% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 5,858 | $727.0K | 0.27% | +1,700+40.9% | Added |
| MONECO Advisors, LLC | 5,889 | $731.0K | 0.34% | +43+0.7% | Added |
| Zions Bancorporation, N.A. | 5,903 | $732.0K | 0.07% | +623+11.8% | Added |
| Guyasuta Investment Advisors Inc | 5,913 | $734.0K | 0.05% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,913 | $734.0K | 0.08% | +170+3.0% | Added |
| Ballast, Inc. | 5,924 | $735.0K | 0.31% | +412+7.5% | Added |