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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 2,918 | $362.0K | 0.02% | +400+15.9% | Added |
| American Investment Services, Inc. | 2,902 | $360.0K | 0.08% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,900 | $360.0K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,900 | $360.0K | 0.61% | +2,900 | New |
| Bank of New Hampshire | 2,900 | $360.0K | 0.10% | +2,900 | New |
| Abundance Wealth Counselors | 2,883 | $358.0K | 0.09% | −6,147−68.1% | Reduced |
| Apollon Wealth Management, LLC | 2,864 | $356.0K | 0.06% | −288−9.1% | Reduced |
| Center for Financial Planning, Inc. | 2,867 | $356.0K | 0.09% | −223−7.2% | Reduced |
| LGL Partners, LLC | 2,870 | $356.0K | 0.21% | +403+16.3% | Added |
| Krilogy Financial LLC | 2,860 | $355.0K | 0.04% | −2,382−45.4% | Reduced |
| Charter Trust Co | 2,863 | $355.0K | 0.03% | 00.0% | Unchanged |
| Running Oak Capital LLC | 2,855 | $354.0K | 0.20% | −42,207−93.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,852 | $354.0K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,129 | $354.0K | 0.08% | +422+15.6% | Added |
| Whalerock Point Partners, LLC | 2,830 | $351.3K | 0.14% | 00.0% | Unchanged |
| Independent Investors Inc | 2,813 | $349.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| Glassman Wealth Services | 2,736 | $340.0K | 0.07% | +92+3.5% | Added |
| 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 |
| Mitchell & Pahl Private Wealth, LLC | 2,724 | $338.0K | 0.24% | −20−0.7% | Reduced |
| 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 |
| Rowland & Co Investment Counsel | 2,713 | $336.8K | 0.08% | +1,320+94.8% | Added |
| Hudock, Inc. | 2,711 | $336.0K | 0.10% | +5+0.2% | 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 |
| Heritage Wealth Management, LLC | 2,661 | $330.0K | 0.13% | +1,153+76.5% | Added |
| 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 |
| Sunburst Financial Group, LLC | 2,637 | $327.0K | 0.21% | −61−2.3% | Reduced |
| 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 |
| 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 |
| Univest Financial Corp | 2,591 | $322.0K | 0.09% | +500+23.9% | 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 |
| 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 |
| 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 |
| 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 |
| MidWestOne Financial Group, Inc. | 2,542 | $316.0K | 0.07% | +379+17.5% | Added |
| 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 |
| Hummer Financial Advisory Services Inc | 2,507 | $313.0K | 0.29% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Dana Investment Advisors, Inc. | 2,450 | $304.0K | 0.01% | −114−4.4% | Reduced |
| Successful Portfolios LLC | 2,429 | $302.0K | 0.18% | +265+12.2% | 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 |
| Corundum Group, Inc. | 2,419 | $300.0K | 0.20% | +108+4.7% | 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 |
| 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 |
| SP Asset Management | 2,263 | $295.0K | 0.03% | +2+0.1% | Added |
| Kore Private Wealth LLC | 2,365 | $294.0K | 0.03% | +423+21.8% | Added |
| 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 |
| 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 |
| Wiley Bros.-Aintree Capital, LLC | 2,336 | $290.0K | 0.19% | +2,336 | New |
| Enterprise Financial Services Corp | 2,327 | $288.0K | 0.05% | +47+2.1% | Added |
| Versor Investments LP | 2,310 | $287.0K | 0.01% | +2,310 | New |
| Fermata Advisors, LLC | 2,306 | $286.0K | 0.17% | +2,306 | New |
| Eubel Brady & Suttman Asset Management Inc | 2,410 | $285.0K | 0.02% | −2,410−50.0% | Reduced |
| Vigilant Capital Management, LLC | 2,290 | $284.0K | 0.02% | +174+8.2% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Keudell/Morrison Wealth Management | 2,238 | $278.0K | 0.15% | +87+4.0% | Added |