Medtronic plc

MDT

Exchange: NYSE
Industry: Electromedical & Electrotherapeutic Apparatus
SEC CIK: 0001613103

SEC filings (opens in a new tab)

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, Q3 2021

Institutional positions in Medtronic plc as of Sep 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: 2,038; +48 vs. Q2 2021
Shares held: 1.08B; −4.87M (−0.4%) vs. Q2 2021
Total value: $135.6B; +$753.7M (+0.6%) vs. Q2 2021
New holders: 125; 942 more added
Sold out: 77; 677 more reduced

26 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 2,038 institutions

Value heldQ3 2021: $135.6B

Institutions holding MDT and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,149	$86.8B
Q1 2026	2,257	$95.7B
Q4 2025	2,322	$105.4B
Q3 2025	2,183	$102.5B
Q2 2025	2,150	$94.6B
Q1 2025	2,179	$96.9B
Q4 2024	2,134	$85.3B
Q3 2024	2,075	$94.7B
Q2 2024	2,037	$83.6B
Q1 2024	2,084	$95.6B
Q4 2023	2,086	$89.9B
Q3 2023	1,981	$85.7B
Q2 2023	2,064	$95.9B
Q1 2023	2,001	$88.0B
Q4 2022	1,971	$84.3B
Q3 2022	1,941	$87.9B
Q2 2022	2,035	$96.2B
Q1 2022	2,115	$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, Q3 2021

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2021.

Institutions holding MDT in Q3 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Lake Point Wealth Management	2	$0	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	1	$0	0.00%	+1	New
Lowe Wealth Advisors, LLC	9	$1.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	4	$1.00K	0.00%	00.0%	Unchanged
Cordant, Inc.	8	$1.00K	0.00%	+8	New
Semmax Financial Advisors Inc.	14	$2.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	20	$2.00K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	18	$2.00K	0.00%	+18	New
Providence Capital Advisors, LLC	25	$3.00K	0.00%	00.0%	Unchanged
IronBridge Private Wealth, LLC	20	$3.00K	0.00%	00.0%	Unchanged
Certified Advisory Corp	22	$3.00K	0.00%	+22	New
Longfellow Investment Management Co LLC	32	$5.00K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	36	$5.00K	0.00%	+36	New
Spectrum Management Group, LLC	41	$5.00K	0.00%	+41	New
Newbridge Financial Services Group, Inc.	49	$6.00K	0.00%	−100−67.1%	Reduced
True Link Financial Advisors, LLC	51	$6.00K	0.00%	00.0%	Unchanged
Candriam Luxembourg S.C.A.	51	$6.00K	0.00%	+14+37.8%	Added
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%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	66	$8.00K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	68	$8.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	65	$8.00K	0.00%	+65	New
Cedar Mountain Advisors, LLC	63	$8.00K	0.00%	+63	New
SRS Capital Advisors, Inc.	72	$9.00K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	75	$9.00K	0.01%	00.0%	Unchanged
Moser Wealth Advisors, LLC	70	$9.00K	0.01%	+70	New
Thomas J. Herzfeld Advisors, Inc.	83	$10.0K	0.00%	+10+13.7%	Added
C M Bidwell & Associates Ltd	91	$11.0K	0.01%	00.0%	Unchanged
Wagner Wealth Management, LLC	99	$12.0K	0.01%	00.0%	Unchanged
Pacitti Group Inc.	97	$12.0K	0.01%	+1+1.0%	Added
Annapolis Financial Services, LLC	102	$13.0K	0.00%	−29−22.1%	Reduced
MD Financial Management Inc.	105	$13.0K	0.00%	00.0%	Unchanged
AlphaMark Advisors, LLC	100	$13.0K	0.00%	00.0%	Unchanged
Addison Advisors LLC	103	$13.0K	0.01%	+8+8.4%	Added
Investment Research & Advisory Group, Inc.	109	$14.0K	0.01%	+34+45.3%	Added
Coastal Capital Group, Inc.	119	$15.0K	0.00%	00.0%	Unchanged
Walled Lake Planning & Wealth Management, LLC	126	$16.0K	0.01%	+1+0.8%	Added
NuWave Investment Management, LLC	134	$17.0K	0.02%	−7,578−98.3%	Reduced
Gladius Capital Management LP	134	$17.0K	0.01%	−202−60.1%	Reduced
Arcadia Investment Management Corp	134	$17.0K	0.00%	00.0%	Unchanged
Ade, LLC	140	$18.0K	0.02%	−690−83.1%	Reduced
Robbins Farley LLC	147	$18.0K	0.01%	+147	New
Tortoise Investment Management, LLC	152	$19.0K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	148	$19.0K	0.00%	−7−4.5%	Reduced
Crewe Advisors LLC	164	$21.0K	0.00%	−40−19.6%	Reduced
American Research & Management Co.	165	$21.0K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	184	$22.1K	0.01%	00.0%	Unchanged
Riverview Trust Co	186	$23.0K	0.02%	00.0%	Unchanged
Core Alternative Capital	187	$23.0K	0.00%	+187	New
IAG Wealth Partners, LLC	191	$24.0K	0.01%	00.0%	Unchanged
Bank Julius Baer & Co. Ltd, Zurich	200	$25.0K	0.00%	−1−0.5%	Reduced
Artemis Wealth Advisors, LLC	196	$25.0K	0.00%	00.0%	Unchanged
Atlas Private Wealth Advisors	206	$26.0K	0.01%	−16−7.2%	Reduced
Ibex Wealth Advisors	204	$26.0K	0.01%	+204	New
Halpern Financial, Inc.	216	$27.1K	0.01%	+121+127.4%	Added
Founders Capital Management	225	$28.0K	0.02%	00.0%	Unchanged
JCIC Asset Management Inc.	235	$29.0K	0.01%	00.0%	Unchanged
Red Cedar Capital, LLC	229	$29.0K	0.02%	00.0%	Unchanged
Vectors Research Management, LLC	238	$30.0K	0.01%	00.0%	Unchanged
Green Harvest Asset Management LLC	906	$31.0K	0.00%	00.0%	Unchanged
Proffitt & Goodson Inc	249	$31.0K	0.01%	−427−63.2%	Reduced
RPG Investment Advisory, LLC	275	$34.0K	0.01%	00.0%	Unchanged
Selective Wealth Management, Inc.	274	$34.0K	0.02%	+225+459.2%	Added
Mascoma Wealth Management LLC	270	$34.0K	0.01%	+270	New
McIlrath & Eck, LLC	287	$36.0K	0.01%	−47−14.1%	Reduced
Exchange Traded Concepts, LLC	287	$36.0K	0.00%	−25−8.0%	Reduced
Stonebridge Financial Planning Group, LLC	300	$36.0K	0.02%	00.0%	Unchanged
Meridian Wealth Partners, LLC	287	$36.0K	0.01%	+287	New
Trust Co	295	$37.0K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	299	$37.0K	0.01%	+7+2.4%	Added
CKW Financial Group	300	$38.0K	0.01%	00.0%	Unchanged
Reilly Financial Advisors, LLC	313	$39.0K	0.00%	−1,846−85.5%	Reduced
Capital Advisory Group Advisory Services, LLC	320	$40.0K	0.01%	−44−12.1%	Reduced
Better Money Decisions, LLC	315	$40.0K	0.03%	00.0%	Unchanged
Corbenic Partners LLC	319	$40.0K	0.01%	+24+8.1%	Added
Aspire Private Capital, LLC	330	$41.0K	0.01%	+1+0.3%	Added
Clearview Wealth Advisors LLC	325	$41.0K	0.03%	+1+0.3%	Added
Leelyn Smith, LLC	325	$41.0K	0.01%	+101+45.1%	Added
Sageworth Trust Co	338	$42.0K	0.00%	−2,218−86.8%	Reduced
Resolute Partners Group	338	$43.0K	0.01%	00.0%	Unchanged
Crescent Capital Consulting, LLC	360	$44.0K	0.01%	00.0%	Unchanged
Knuff & Co LLC	350	$44.0K	0.02%	00.0%	Unchanged
Sound Income Strategies, LLC	363	$45.0K	0.01%	−91−20.0%	Reduced
Gables Capital Management Inc.	359	$45.0K	0.03%	00.0%	Unchanged
RWM Asset Management, LLC	358	$45.0K	0.01%	+358	New
Column Capital Advisors, LLC	376	$47.0K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	373	$47.0K	0.00%	+373	New
HC Financial Advisors Inc	385	$48.0K	0.03%	00.0%	Unchanged
Financial Management Professionals, Inc.	381	$48.0K	0.01%	+206+117.7%	Added
First Bank & Trust	391	$49.0K	0.02%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	400	$50.0K	0.06%	00.0%	Unchanged
Capital Directions Investment Advisors, LLC	407	$51.0K	0.02%	+242+146.7%	Added
Larson Financial Group LLC	414	$52.0K	0.01%	+121+41.3%	Added
Disciplined Investments, LLC	432	$54.0K	0.03%	00.0%	Unchanged
Tradewinds Capital Management, LLC	436	$55.0K	0.01%	00.0%	Unchanged
McCarthy Asset Management, Inc.	450	$56.0K	0.04%	00.0%	Unchanged
Antonetti Capital Management LLC	450	$56.0K	0.05%	+450	New
Herold Advisors, Inc.	450	$56.0K	0.02%	+450	New