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 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 6,196 | $769.0K | 0.17% | +202+3.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,176 | $767.0K | 0.29% | −14−0.2% | Reduced |
| 9258 Wealth Management, LLC | 6,137 | $762.0K | 0.21% | −238−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,111 | $758.0K | 0.06% | +326+5.6% | Added |
| Resources Management Corp | 6,095 | $757.0K | 0.11% | −5−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 6,030 | $749.0K | 0.13% | −480−7.4% | Reduced |
| Riverbridge Partners LLC | 6,029 | $748.0K | 0.01% | −35−0.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 6,028 | $748.0K | 0.17% | +223+3.8% | Added |
| TriaGen Wealth Management LLC | 5,690 | $747.0K | 0.38% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 6,003 | $745.0K | 0.30% | +246+4.3% | Added |
| WealthShield Partners, LLC | 5,998 | $745.0K | 0.12% | +553+10.2% | Added |
| Qtron Investments LLC | 5,982 | $743.0K | 0.19% | +727+13.8% | Added |
| Legacy Private Trust Co. | 5,979 | $742.0K | 0.06% | +666+12.5% | Added |
| swisspartners Ltd. | 5,965 | $741.0K | 0.53% | +51+0.9% | Added |
| Family Management Corp | 5,965 | $740.0K | 0.20% | +1,890+46.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,964 | $740.0K | 0.03% | +5,964 | New |
| Ballast, Inc. | 5,924 | $735.0K | 0.31% | +412+7.5% | 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 |
| Zions Bancorporation, N.A. | 5,903 | $732.0K | 0.07% | +623+11.8% | Added |
| MONECO Advisors, LLC | 5,889 | $731.0K | 0.34% | +43+0.7% | Added |
| Raab & Moskowitz Asset Management LLC | 5,858 | $727.0K | 0.27% | +1,700+40.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 5,824 | $723.0K | 0.39% | +10.0% | Added |
| FSB Premier Wealth Management, Inc. | 5,814 | $721.0K | 0.37% | −137−2.3% | Reduced |
| 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 |
| Cribstone Capital Management, LLC | 5,766 | $716.0K | 0.43% | +131+2.3% | Added |
| First National Bank of South Miami | 5,754 | $714.0K | 0.49% | −329−5.4% | 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 |
| Hunter Associates Investment Management LLC | 5,736 | $712.0K | 0.22% | −5,477−48.8% | Reduced |
| 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 |
| Gsa Capital Partners LLP | 5,680 | $705.0K | 0.08% | +2,307+68.4% | Added |
| Trustcore Financial Services, LLC | 5,667 | $703.0K | 0.07% | +98+1.8% | Added |
| V Wealth Advisors LLC | 5,615 | $698.0K | 0.11% | +3,605+179.4% | Added |
| Financial Advocates Investment Management | 5,616 | $697.0K | 0.05% | −3,852−40.7% | Reduced |
| Caldwell Trust Co | 5,600 | $695.1K | 0.09% | −156−2.7% | Reduced |
| Covenant Partners, LLC | 5,601 | $695.0K | 0.26% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,550 | $692.0K | 0.13% | +29+0.5% | Added |
| True North Advisors, LLC | 5,557 | $689.0K | 0.14% | −66−1.2% | Reduced |
| B. Riley Wealth Management, Inc. | 5,545 | $688.0K | 0.08% | +319+6.1% | Added |
| High Note Wealth, LLC | 5,535 | $687.0K | 0.25% | +767+16.1% | Added |
| Montecito Bank & Trust | 5,530 | $686.0K | 0.13% | +67+1.2% | Added |
| LSV Asset Management | 5,500 | $682.0K | 0.00% | 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 |
| Ironwood Wealth Management, LLC. | 5,427 | $676.0K | 0.39% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,363 | $666.0K | 0.12% | −521−8.9% | Reduced |
| Legacy Financial Advisors, Inc. | 5,358 | $665.0K | 0.17% | +428+8.7% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| New Jersey Better Educational Savings Trust | 5,300 | $658.0K | 1.31% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5,284 | $656.0K | 0.42% | −47−0.9% | Reduced |
| EP Wealth Advisors, LLC | 5,271 | $654.0K | 0.02% | +1,172+28.6% | Added |
| Lindbrook Capital, LLC | 5,263 | $653.0K | 0.15% | +17+0.3% | Added |
| Lakeview Capital Partners, LLC | 5,250 | $652.0K | 0.29% | −108−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,053 | $648.0K | 0.03% | +882+21.1% | 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 |
| Independent Solutions Wealth Management, LLC | 5,202 | $645.7K | 0.16% | +832+19.0% | Added |
| 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 |
| Jupiter Wealth Management LLC | 5,000 | $643.0K | 0.31% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5,173 | $642.0K | 0.40% | +5,173 | 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 |
| 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 |
| Lake Street Advisors Group, LLC | 4,966 | $633.0K | 0.05% | +45+0.9% | Added |
| Keebeck Wealth Management, LLC | 5,056 | $630.0K | 0.09% | −100−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 5,057 | $628.0K | 0.25% | +44+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 |
| 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 |
| LCNB Corp | 5,019 | $623.0K | 0.31% | +150+3.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,000 | $621.0K | 0.35% | +1,500+42.9% | Added |
| Great Diamond Partners, LLC | 4,990 | $619.0K | 0.18% | +191+4.0% | Added |
| Wisconsin Capital Management LLC | 4,963 | $616.0K | 0.24% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,947 | $614.1K | 0.07% | +893+22.0% | Added |
| Alpine Woods Capital Investors, LLC | 4,930 | $612.0K | 0.06% | −21,050−81.0% | Reduced |
| Transform Wealth, LLC | 4,917 | $610.0K | 0.07% | +825+20.2% | Added |
| 1776 Wealth LLC | 4,905 | $609.0K | 0.35% | +38+0.8% | Added |
| West Family Investments, Inc. | 4,883 | $606.0K | 0.17% | +4,883 | New |
| 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 |
| Sanders Morris Harris LLC | 4,744 | $602.0K | 0.12% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 4,843 | $601.0K | 0.12% | +662+15.8% | Added |
| Summit Financial, LLC | 4,811 | $600.3K | 0.06% | +4,811 | New |
| NEXT Financial Group, Inc | 4,789 | $596.0K | 0.05% | −9,841−67.3% | Reduced |