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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 4,784 | $594.0K | 0.11% | +28+0.6% | Added |
| Virtue Capital Management, LLC | 4,781 | $593.0K | 0.12% | −327−6.4% | Reduced |
| Mitchell Sinkler & Starr | 4,768 | $592.0K | 0.54% | −23−0.5% | Reduced |
| Soltis Investment Advisors LLC | 4,763 | $591.0K | 0.09% | −503−9.6% | Reduced |
| Advisor Resource Council | 4,748 | $590.0K | 0.06% | +4,748 | New |
| 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 |
| Stevens Capital Management LP | 4,714 | $585.0K | 0.17% | +983+26.3% | 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 |
| WoodTrust Financial Corp | 4,679 | $580.0K | 0.15% | +2,362+101.9% | Added |
| Coastal Investment Advisors, Inc. | 4,642 | $576.0K | 0.14% | +1,032+28.6% | Added |
| Nicholas Hoffman & Company, LLC. | 4,628 | $574.0K | 0.10% | −4,494−49.3% | Reduced |
| Peoples Financial Services Corp. | 4,620 | $573.0K | 0.24% | −200−4.1% | Reduced |
| Waldron Private Wealth LLC | 4,582 | $571.0K | 0.04% | −747−14.0% | Reduced |
| Souders Financial Advisors | 4,585 | $569.0K | 0.19% | +4,585 | New |
| Meridian Investment Counsel Inc. | 4,574 | $568.0K | 0.20% | −71−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,551 | $565.0K | 0.14% | +518+12.8% | Added |
| Clare Market Investments LLC | 4,539 | $563.3K | 0.18% | −166−3.5% | Reduced |
| First PREMIER Bank | 4,535 | $563.0K | 0.16% | −36−0.8% | Reduced |
| Inscription Capital, LLC | 4,523 | $561.0K | 0.06% | −10,446−69.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,521 | $561.0K | 0.32% | −15−0.3% | Reduced |
| Principle Wealth Partners LLC | 4,523 | $561.0K | 0.06% | +31+0.7% | Added |
| Schmidt P J Investment Management Inc | 4,355 | $560.0K | 0.11% | +80+1.9% | Added |
| Bessemer Securities LLC | 4,500 | $559.0K | 0.22% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,479 | $558.0K | 0.07% | −21,568−82.8% | Reduced |
| Sunbelt Securities, Inc. | 4,406 | $554.0K | 0.10% | −2,446−35.7% | Reduced |
| Indiana Trust & Investment Management CO | 4,728 | $554.0K | 0.30% | +342+7.8% | Added |
| Wrapmanager Inc | 4,446 | $552.0K | 0.14% | +63+1.4% | Added |
| Boston Common Asset Management, LLC | 4,448 | $552.0K | 0.02% | +300+7.2% | Added |
| Highland Private Wealth Management | 4,442 | $551.0K | 0.08% | +157+3.7% | Added |
| Curated Wealth Partners LLC | 4,433 | $550.0K | 0.30% | +435+10.9% | Added |
| Krane Funds Advisors LLC | 4,420 | $549.0K | 0.02% | +716+19.3% | Added |
| DRW Securities, LLC | 4,426 | $549.0K | 0.07% | +4,426 | New |
| Davy Global Fund Management Ltd | 4,405 | $547.0K | 0.08% | −20,810−82.5% | Reduced |
| ACT Advisors, LLC. | 4,304 | $546.0K | 0.41% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 4,386 | $544.0K | 0.16% | +112+2.6% | Added |
| CVA Family Office, LLC | 4,383 | $544.0K | 0.15% | +1,620+58.6% | Added |
| Franklin Street Advisors Inc | 4,373 | $543.0K | 0.05% | −6,146−58.4% | Reduced |
| Sunflower Bank, N.A. | 4,337 | $538.0K | 0.08% | +203+4.9% | Added |
| Parkside Financial Bank & Trust | 4,314 | $535.0K | 0.15% | +120+2.9% | Added |
| Beacon Financial Advisory LLC | 4,301 | $534.0K | 0.29% | −300−6.5% | Reduced |
| Engine No. 1 LLC | 4,299 | $534.0K | 0.15% | +4,299 | New |
| Bard Financial Services, Inc. | 4,290 | $533.0K | 0.05% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 4,304 | $533.0K | 0.08% | +801+22.9% | Added |
| Emerald Advisors, LLC | 4,267 | $530.0K | 0.17% | +199+4.9% | Added |
| Claro Advisors LLC | 4,273 | $530.0K | 0.24% | +278+7.0% | Added |
| Future Financial Wealth Managment LLC | 4,251 | $528.0K | 0.54% | +270+6.8% | Added |
| Jump Financial, LLC | 4,237 | $525.0K | 0.05% | +874+26.0% | Added |
| Smith Shellnut Wilson LLC | 4,202 | $522.0K | 0.30% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 4,201 | $521.0K | 0.29% | +2,674+175.1% | Added |
| Geller Advisors LLC | 4,168 | $520.0K | 0.11% | −20.0% | Reduced |
| Azimuth Capital Management LLC | 4,193 | $520.0K | 0.02% | +28+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,191 | $520.0K | 0.23% | +35+0.8% | Added |
| Ossiam | 3,953 | $519.0K | 0.01% | −4,296−52.1% | Reduced |
| Crumly & Associates Inc. | 4,184 | $519.0K | 0.25% | +998+31.3% | Added |
| Garrett Investment Advisors LLC | 4,130 | $513.0K | 0.16% | +125+3.1% | Added |
| First Citizens Financial Corp | 4,123 | $512.0K | 0.39% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 4,114 | $511.0K | 0.09% | +123+3.1% | Added |
| Wealthsource Partners, LLC | 4,079 | $506.0K | 0.04% | −742−15.4% | Reduced |
| Prio Wealth Limited Partnership | 4,077 | $506.0K | 0.02% | −64−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 4,042 | $502.0K | 0.16% | +237+6.2% | Added |
| Claybrook Capital, LLC | 4,042 | $502.0K | 0.16% | +4,042 | New |
| Sage Mountain Advisors LLC | 4,020 | $499.0K | 0.08% | +1,932+92.5% | Added |
| Cobblestone Capital Advisors LLC | 4,000 | $497.0K | 0.03% | +109+2.8% | Added |
| Thrive Capital Management, LLC | 4,007 | $497.0K | 0.39% | +1,452+56.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $497.0K | 0.07% | +2,020+102.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,969 | $493.0K | 0.04% | +756+23.5% | Added |
| Almanack Investment Partners, LLC. | 3,940 | $492.0K | 0.05% | −429−9.8% | Reduced |
| Archford Capital Strategies, LLC | 3,960 | $492.0K | 0.12% | +654+19.8% | Added |
| CNB Bank | 3,958 | $491.0K | 0.31% | +614+18.4% | Added |
| Ninepoint Partners LP | 3,937 | $489.0K | 0.22% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,925 | $487.2K | 0.58% | +200+5.4% | Added |
| SOL Capital Management CO | 3,906 | $485.0K | 0.10% | −95−2.4% | Reduced |
| Simmons Bank | 3,906 | $485.0K | 0.04% | +195+5.3% | Added |
| AMJ Financial Wealth Management | 3,907 | $485.0K | 0.21% | +3,907 | New |
| LPWM LLC | 3,779 | $484.0K | 0.29% | +29+0.8% | Added |
| Childress Capital Advisors, LLC | 3,903 | $484.0K | 0.22% | +998+34.4% | Added |
| Camden Capital, LLC | 3,887 | $483.0K | 0.11% | +377+10.7% | Added |
| Arete Wealth Advisors, LLC | 4,621 | $481.0K | 0.07% | −266−5.4% | Reduced |
| Perigon Wealth Management, LLC | 3,877 | $481.0K | 0.04% | −242−5.9% | Reduced |
| CFM Wealth Partners LLC | 3,874 | $481.0K | 0.13% | −160−4.0% | Reduced |
| Change Path, LLC | 3,836 | $477.0K | 0.03% | −21−0.5% | Reduced |
| Aries Wealth Management | 3,836 | $476.0K | 0.20% | −11−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 3,835 | $476.0K | 0.03% | +813+26.9% | Added |
| Searle & Co. | 3,819 | $474.0K | 0.19% | 00.0% | Unchanged |
| Carlson Capital Management | 3,799 | $472.0K | 0.07% | −57−1.5% | Reduced |
| Capstone Triton Financial Group, LLC | 3,804 | $472.0K | 0.29% | +262+7.4% | Added |
| Woodward Diversified Capital, LLC | 3,780 | $469.0K | 0.27% | −30−0.8% | Reduced |
| Private Capital Group, LLC | 3,750 | $468.0K | 0.11% | −258−6.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,753 | $468.0K | 0.06% | +730+24.1% | Added |
| Aviance Capital Partners, LLC | 3,765 | $467.0K | 0.08% | −56−1.5% | Reduced |
| Essex Savings Bank | 3,682 | $466.0K | 0.18% | −94−2.5% | Reduced |
| Morse Asset Management, Inc | 3,750 | $465.0K | 0.11% | −50−1.3% | Reduced |
| Fulcrum Capital LLC | 3,728 | $463.0K | 0.12% | −1,828−32.9% | Reduced |
| Investment Partners, Ltd. | 3,727 | $463.0K | 0.21% | +13+0.4% | Added |
| Capital Planning Advisors, LLC | 3,727 | $463.0K | 0.09% | +285+8.3% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 3,725 | $462.0K | 0.15% | +75+2.1% | Added |