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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 600 | $74.0K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 596 | $74.0K | 0.01% | +596 | New |
| Clear Investment Research, LLC | 600 | $74.0K | 0.12% | +600 | New |
| Raffa Wealth Management, LLC | 564 | $70.0K | 0.02% | −1,052−65.1% | Reduced |
| Gs Investments, Inc. | 550 | $68.0K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 537 | $66.7K | 0.01% | +37+7.4% | Added |
| AllSquare Wealth Management LLC | 534 | $66.0K | 0.04% | 00.0% | Unchanged |
| Estate Counselors, LLC | 506 | $62.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 500 | $62.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $62.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 501 | $62.0K | 0.02% | +45+9.9% | Added |
| Delos Wealth Advisors, LLC | 500 | $62.0K | 0.08% | +500 | New |
| Castleark Management LLC | 480 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 482 | $60.0K | 0.02% | +482 | New |
| USA Financial Portformulas Corp | 458 | $57.0K | 0.05% | −234−33.8% | Reduced |
| Focused Wealth Management, Inc | 456 | $57.0K | 0.01% | +125+37.8% | Added |
| McCarthy Asset Management, Inc. | 450 | $56.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 454 | $56.0K | 0.01% | +86+23.4% | Added |
| Lenox Wealth Advisors, LLC | 435 | $54.0K | 0.01% | −99−18.5% | Reduced |
| Tradewinds Capital Management, LLC | 436 | $54.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 432 | $54.0K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 412 | $51.1K | 0.04% | +412 | New |
| Rocky Mountain Advisers, LLC | 400 | $50.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 391 | $49.0K | 0.02% | −9−2.3% | Reduced |
| HC Financial Advisors Inc | 385 | $48.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 376 | $47.0K | 0.01% | +136+56.7% | Added |
| Gables Capital Management Inc. | 359 | $45.0K | 0.03% | −122−25.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 364 | $45.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 360 | $44.0K | 0.01% | +33+10.1% | Added |
| Knuff & Co LLC | 350 | $43.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 345 | $43.0K | 0.09% | +345 | New |
| Resolute Partners Group | 338 | $42.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 336 | $42.0K | 0.02% | +234+229.4% | Added |
| McIlrath & Eck, LLC | 334 | $41.0K | 0.01% | −523−61.0% | Reduced |
| Aspire Private Capital, LLC | 329 | $41.0K | 0.01% | −11−3.2% | Reduced |
| FormulaFolio Investments, LLC | 324 | $40.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 324 | $40.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 312 | $39.0K | 0.00% | −54−14.8% | Reduced |
| Better Money Decisions, LLC | 315 | $39.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 311 | $39.0K | 0.00% | +311 | New |
| Stonebridge Financial Planning Group, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 300 | $38.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 296 | $37.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 295 | $37.0K | 0.03% | 00.0% | Unchanged |
| Corbenic Partners LLC | 295 | $37.0K | 0.01% | +214+264.2% | Added |
| Larson Financial Group LLC | 293 | $36.0K | 0.01% | −62−17.5% | Reduced |
| Versant Capital Management, Inc | 292 | $36.0K | 0.01% | −45−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 293 | $36.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 235 | $36.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 275 | $34.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 243 | $30.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 238 | $30.0K | 0.00% | +20+9.2% | Added |
| Vectors Research Management, LLC | 238 | $30.0K | 0.01% | +40+20.2% | Added |
| Atlas Private Wealth Advisors | 222 | $28.0K | 0.02% | −179−44.6% | Reduced |
| Founders Capital Management | 225 | $28.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 229 | $28.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 224 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 201 | $25.0K | 0.00% | −297−59.6% | Reduced |
| Crewe Advisors LLC | 204 | $25.0K | 0.01% | −65−24.2% | Reduced |
| Islay Capital Management, LLC | 200 | $25.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 196 | $24.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 191 | $24.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 195 | $24.0K | 0.00% | +95+95.0% | Added |
| Riverview Trust Co | 186 | $23.0K | 0.02% | 00.0% | Unchanged |
| Beck Bode, LLC | 182 | $23.0K | 0.01% | +182 | New |
| Tucker Asset Management LLC | 184 | $22.8K | 0.01% | −100−35.2% | Reduced |
| Financial Management Professionals, Inc. | 175 | $22.0K | 0.01% | +79+82.3% | Added |
| Capital Directions Investment Advisors, LLC | 165 | $20.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 165 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 152 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 155 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 149 | $19.0K | 0.01% | +3+2.1% | Added |
| Paragon Wealth Strategies, LLC | 150 | $19.0K | 0.01% | +150 | New |
| Arcadia Investment Management Corp | 134 | $17.0K | 0.00% | +134 | New |
| Walled Lake Planning & Wealth Management, LLC | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 131 | $16.0K | 0.01% | +22+20.2% | Added |
| Anfield Capital Management, LLC | 128 | $16.0K | 0.01% | +128 | New |
| Coastal Capital Group, Inc. | 119 | $15.0K | 0.00% | −48−28.7% | Reduced |
| Summit Wealth Group, LLC | 123 | $15.0K | 0.02% | +27+28.1% | Added |
| MD Financial Management Inc. | 105 | $13.0K | 0.00% | −22,384−99.5% | Reduced |
| Pacitti Group Inc. | 96 | $12.0K | 0.01% | −15−13.5% | Reduced |
| AlphaMark Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 99 | $12.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 95 | $12.0K | 0.01% | +95 | New |
| Halpern Financial, Inc. | 95 | $11.8K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 91 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 79 | $10.0K | 0.00% | −958−92.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 72 | $9.00K | 0.00% | +72 | New |
| Investment Research & Advisory Group, Inc. | 75 | $9.00K | 0.01% | +75 | New |
| Stuart Chaussee & Associates, Inc. | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $8.00K | 0.00% | +1+1.5% | Added |
| Elmwood Wealth Management, Inc. | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $7.00K | 0.00% | +20+58.8% | Added |
| True Link Financial Advisors, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |