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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; 2,149 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.

Institutional holdersQ2 2021: 2,016 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 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 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$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
Patron Partners Advisors, LLC2,233$277.0K0.21%−648−22.5%Reduced
Guardian Wealth Advisors, LLC2,229$277.0K0.24%+2+0.1%Added
Canvas Wealth Advisors, LLC2,228$277.0K0.12%+565+34.0%Added
Abacus Wealth Partners, LLC2,227$276.4K0.11%+73+3.4%Added
Austin Private Wealth, LLC2,223$276.0K0.06%+211+10.5%Added
Cabot Wealth Management Inc2,215$275.0K0.04%00.0%Unchanged
Wealth Alliance Advisory Group, LLC2,209$274.0K0.13%−37−1.6%Reduced
Texas Yale Capital Corp.2,202$273.0K0.02%+200+10.0%Added
TRUE Private Wealth Advisors2,185$272.0K0.04%−404−15.6%Reduced
Lincoln Capital LLC2,191$272.0K0.08%00.0%Unchanged
Hayek Kallen Investment Management2,183$271.0K0.11%00.0%Unchanged
Somerset Group LLC2,186$271.0K0.19%00.0%Unchanged
Clean Yield Group2,165$269.0K0.10%00.0%Unchanged
FLC Capital Advisors2,170$269.0K0.08%+50+2.4%Added
KCS Wealth Advisory2,159$268.0K0.13%−106−4.7%Reduced
River Wealth Advisors LLC2,161$268.0K0.05%−58−2.6%Reduced
Reilly Financial Advisors, LLC2,159$268.0K0.02%−10.0%Reduced
Roman Butler Fullerton & Co2,153$267.0K0.13%+9+0.4%Added
Ocean Capital Management, LLC2,150$267.0K0.11%−100−4.4%Reduced
Shoker Investment Counsel, Inc.2,140$265.0K0.13%00.0%Unchanged
Arvest Bank Trust Division2,129$264.0K0.01%+2,129New
360 Financial, Inc.2,113$262.0K0.14%−59−2.7%Reduced
XML Financial, LLC2,108$262.0K0.06%−15−0.7%Reduced
WD Rutherford LLC2,107$262.0K0.15%+20+1.0%Added
Laird Norton Trust Company, LLC2,114$262.0K0.03%+218+11.5%Added
Welch Group, LLC2,098$260.0K0.02%00.0%Unchanged
Beck Mack & Oliver LLC2,093$260.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP2,093$260.0K0.11%+2,093New
Visionary Wealth Advisors2,087$259.0K0.03%−423−16.9%Reduced
Onyx Bridge Wealth Group LLC2,055$259.0K0.11%+172+9.1%Added
Westshore Wealth, LLC2,079$258.0K0.13%+16+0.8%Added
Glovista Investments LLC2,050$254.0K0.06%00.0%Unchanged
Menard Financial Group LLC2,045$254.0K0.24%+284+16.1%Added
WealthTrust Axiom LLC2,035$252.0K0.08%00.0%Unchanged
Secure Asset Management, LLC2,034$252.0K0.13%+8+0.4%Added
Schneider Downs Wealth Management Advisors, LP2,028$252.0K0.07%+15+0.7%Added
Alexandria Capital, LLC2,022$251.0K0.02%+117+6.1%Added
LVM Capital Management Ltd2,012$250.0K0.04%00.0%Unchanged
High Falls Advisors, Inc2,015$250.0K0.07%00.0%Unchanged
Endurance Wealth Management, Inc.2,010$249.0K0.03%−16−0.8%Reduced
AGF Investments LLC2,009$249.0K0.03%−8−0.4%Reduced
Seven Post Investment Office LP2,000$248.0K0.07%00.0%Unchanged
Chicago Capital, LLC2,000$248.0K0.01%00.0%Unchanged
Waddell & Associates, LLC1,997$248.0K0.04%+1,997New
Salem Investment Counselors Inc1,993$247.0K0.01%00.0%Unchanged
Journey Advisory Group, LLC1,988$247.0K0.08%+160+8.8%Added
Graves-Light Private Wealth Management, Inc.1,981$246.0K0.04%−155−7.3%Reduced
Paradigm Financial Advisors, LLC1,982$246.0K0.05%00.0%Unchanged
Hyman Charles D1,968$244.0K0.02%−22−1.1%Reduced
LeJeune Puetz Investment Counsel LLC1,966$244.0K0.09%00.0%Unchanged
PBMares Wealth Management LLC1,962$244.0K0.13%00.0%Unchanged
PDS Planning, Inc1,963$244.0K0.06%+123+6.7%Added
Insight Folios Inc1,965$244.0K0.14%+1,965New
Signature Wealth Management Partners, LLC1,960$243.0K0.22%−101−4.9%Reduced
Redwood Investments, LLC1,952$242.0K0.02%00.0%Unchanged
Norris Perne & French LLP1,926$239.0K0.02%+151+8.5%Added
Seascape Capital Management1,927$239.0K0.12%+1,927New
Red Door Wealth Management, LLC1,927$239.0K0.09%+1,927New
Bridgefront Capital, LLC1,903$236.0K0.09%−20,595−91.5%Reduced
Palladiem, LLC1,900$236.0K0.19%00.0%Unchanged
Beta Wealth Group, Inc.1,900$236.0K0.16%+1,900New
Berkeley Capital Partners, LLC1,895$235.0K0.10%−154−7.5%Reduced
Armor Investment Advisors, LLC1,890$235.0K0.14%00.0%Unchanged
Formidable Asset Management, LLC1,876$235.0K0.05%00.0%Unchanged
Balentine LLC1,894$235.0K0.01%+125+7.1%Added
Circle Wealth Management, LLC1,889$234.0K0.03%+63+3.5%Added
Wealthspire Advisors, LLC1,878$233.0K0.01%−20,402−91.6%Reduced
F3Logic, LLC1,881$233.0K0.03%−7,485−79.9%Reduced
LexAurum Advisors, LLC1,876$233.0K0.07%−46−2.4%Reduced
Sompo Asset Management Co., Ltd.1,880$233.0K0.05%+1,880New
Palumbo Wealth Management LLC1,863$231.0K0.16%−180−8.8%Reduced
New World Advisors LLC1,863$231.0K0.16%+1,863New
GYL Financial Synergies, LLC1,820$226.0K0.12%+28+1.6%Added
Modera Wealth Management, LLC1,810$225.0K0.01%−201−10.0%Reduced
Inverness Counsel LLC1,809$225.0K0.01%+1,809New
Overbrook Management Corp1,801$224.0K0.05%00.0%Unchanged
Wealth Architects, LLC1,801$224.0K0.04%+1,801New
Tower Wealth Partners, Inc.1,803$224.0K0.25%+1,803New
Eastern Bank1,799$223.0K0.01%−201−10.1%Reduced
Round Table Services, LLC1,800$223.0K0.05%+1,800New
Private Wealth Strategies, L.L.C.1,796$223.0K0.06%+1,796New
Galvin, Gaustad & Stein, LLC1,799$223.0K0.02%+1,799New
Warther Private Wealth, LLC1,767$223.0K0.22%+1,767New
Central Bank & Trust Co1,781$221.0K0.04%−197−10.0%Reduced
Zevin Asset Management LLC1,776$220.0K0.04%00.0%Unchanged
Asset Dedication, LLC1,778$220.0K0.03%+35+2.0%Added
Abner Herrman & Brock LLC1,763$219.0K0.03%−33−1.8%Reduced
Veritas Investment Management (UK) Ltd1,761$219.0K0.04%+1,761New
WNY Asset Management, LLC1,762$218.0K0.08%00.0%Unchanged
Atlas Brown,Inc.1,759$218.0K0.09%+1+0.1%Added
Altavista Wealth Management, Inc.1,755$218.0K0.05%00.0%Unchanged
Dixon Hubard Feinour & Brown Inc1,755$218.0K0.05%+1,755New
Koss-Olinger Consulting, LLC1,760$218.0K0.03%+1,760New
Budros, Ruhlin & Roe, Inc.1,746$217.0K0.02%−7−0.4%Reduced
San Francisco Sentry Investment Group (Ca)1,742$216.0K0.11%+120+7.4%Added
CFO4Life Group, LLC1,733$215.0K0.05%−192−10.0%Reduced
Diversified Portfolios, Inc.1,734$215.0K0.08%00.0%Unchanged
Security National Bank1,735$215.0K0.06%00.0%Unchanged
Cooper/Haims Advisors, LLC1,731$215.0K0.14%00.0%Unchanged
Marshall Financial Group Inc1,726$214.0K0.09%00.0%Unchanged