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; 2,150 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,150 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 9,734 | $1.22M | 0.37% | +400+4.3% | Added |
| Brookstone Capital Management | 9,989 | $1.22M | 0.02% | +404+4.2% | Added |
| Blueshift Asset Management, LLC | 9,772 | $1.23M | 0.07% | +9,772 | New |
| Radnor Capital Management, LLC | 9,841 | $1.23M | 0.73% | −50−0.5% | Reduced |
| CWA Asset Management Group, LLC | 9,842 | $1.23M | 0.10% | +718+7.9% | Added |
| Resources Investment Advisors, LLC. | 9,845 | $1.23M | 0.05% | +1,078+12.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 9,905 | $1.24M | 0.18% | 00.0% | Unchanged |
| Ballast Advisors LLC | 9,943 | $1.25M | 0.52% | −10−0.1% | Reduced |
| Barings LLC | 9,940 | $1.25M | 0.03% | +1,638+19.7% | Added |
| B. Riley Wealth Management, Inc. | 10,017 | $1.26M | 0.10% | +4,472+80.6% | Added |
| Signet Investment Advisory Group, Inc. | 10,051 | $1.26M | 0.79% | +1,822+22.1% | Added |
| Magnolia Capital Advisors LLC | 10,061 | $1.26M | 0.44% | +699+7.5% | Added |
| Procyon Private Wealth Partners, LLC | 10,089 | $1.26M | 0.33% | +1,819+22.0% | Added |
| OPSEU Pension Plan Trust Fund | 10,040 | $1.27M | 0.32% | −149−1.5% | Reduced |
| International Assets Investment Management, LLC | 10,100 | $1.27M | 0.23% | +803+8.6% | Added |
| Valmark Advisers, Inc. | 10,119 | $1.27M | 0.02% | +45+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,156 | $1.27M | 0.42% | +172+1.7% | Added |
| SkyView Investment Advisors, LLC | 10,267 | $1.29M | 0.36% | +2,913+39.6% | Added |
| Wealth Alliance | 10,311 | $1.29M | 0.29% | +423+4.3% | Added |
| Sargent Bickham Lagudis LLC | 10,327 | $1.29M | 0.11% | +284+2.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,369 | $1.30M | 0.48% | −21−0.2% | Reduced |
| Mechanics Bank Trust Department | 10,379 | $1.30M | 0.21% | −131−1.2% | Reduced |
| Boston Family Office LLC | 10,400 | $1.30M | 0.09% | +100+1.0% | Added |
| Intrust Bank NA | 10,420 | $1.31M | 0.17% | +342+3.4% | Added |
| Harfst & Associates, Inc. | 10,436 | $1.31M | 0.36% | +109+1.1% | Added |
| Connolly Sarah T. | 10,479 | $1.31M | 1.08% | −375−3.5% | Reduced |
| Founders Financial Securities LLC | 10,472 | $1.31M | 0.26% | +637+6.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,496 | $1.32M | 0.01% | −87−0.8% | Reduced |
| Alaethes Wealth LLC | 10,537 | $1.32M | 0.96% | +971+10.2% | Added |
| Pflug Koory, LLC | 10,582 | $1.33M | 0.73% | −625−5.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,580 | $1.33M | 0.08% | −144−1.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 10,607 | $1.33M | 0.11% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,681 | $1.34M | 0.14% | 00.0% | Unchanged |
| PFG Advisors | 10,726 | $1.34M | 0.15% | +92+0.9% | Added |
| Golden State Equity Partners | 10,722 | $1.34M | 0.56% | +122+1.2% | Added |
| Summit Financial, LLC | 10,698 | $1.35M | 0.12% | +5,887+122.4% | Added |
| Clifford Swan Investment Counsel LLC | 11,220 | $1.35M | 0.05% | −339−2.9% | Reduced |
| Mutual Advisors, LLC | 10,812 | $1.35M | 0.08% | +1,677+18.4% | Added |
| Symmetry Partners, LLC | 10,786 | $1.36M | 0.09% | 00.0% | Unchanged |
| Pendal Group Limited | 10,890 | $1.36M | 0.01% | +2,675+32.6% | Added |
| Cary Street Partners Asset Management LLC | 10,907 | $1.37M | 0.48% | −71−0.6% | Reduced |
| Shufro Rose & Co LLC | 10,904 | $1.37M | 0.11% | +1,650+17.8% | Added |
| Aaron Wealth Advisors | 10,936 | $1.37M | 0.39% | +166+1.5% | Added |
| Madison Wealth Management | 10,931 | $1.37M | 0.30% | +260+2.4% | Added |
| Arden Trust Co | 11,091 | $1.39M | 0.24% | +230+2.1% | Added |
| First Financial Bank - Trust Division | 11,113 | $1.39M | 0.15% | −36−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,142 | $1.40M | 0.03% | −515−4.4% | Reduced |
| Shelton Capital Management | 11,169 | $1.40M | 0.05% | −137−1.2% | Reduced |
| TSP Capital Management Group, LLC | – | $1.40M | 0.48% | – | – |
| Dumont & Blake Investment Advisors LLC | 11,197 | $1.40M | 0.40% | +50.0% | Added |
| Everence Capital Management Inc | 11,300 | $1.42M | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,817 | $1.42M | 0.18% | +947+8.7% | Added |
| Flagship Harbor Advisors, LLC | 11,447 | $1.42M | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,368 | $1.43M | 0.07% | −64−0.6% | Reduced |
| DAGCO, Inc. | 11,419 | $1.43M | 0.61% | −119−1.0% | Reduced |
| Signaturefd, LLC | 11,454 | $1.44M | 0.05% | −526−4.4% | Reduced |
| Lipe & Dalton | 11,476 | $1.44M | 0.74% | −199−1.7% | Reduced |
| Legacy Financial Strategies, LLC | 11,468 | $1.44M | 0.68% | +720+6.7% | Added |
| Wambolt & Associates, LLC | 11,330 | $1.44M | 0.58% | +1,083+10.6% | Added |
| Colrain Capital LLC | 11,500 | $1.45M | 2.71% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 11,574 | $1.45M | 0.21% | +966+9.1% | Added |
| Janney Capital Management LLC | 11,633 | $1.46M | 0.10% | +101+0.9% | Added |
| Checchi Capital Advisers, LLC | 11,656 | $1.46M | 0.18% | +143+1.2% | Added |
| Outfitter Financial LLC | 11,670 | $1.46M | 1.15% | +145+1.3% | Added |
| Apollon Wealth Management, LLC | 11,698 | $1.47M | 0.20% | +8,834+308.4% | Added |
| Fosun International Ltd | 11,600 | $1.47M | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 11,712 | $1.47M | 0.30% | +2,348+25.1% | Added |
| First National Bank & Trust Co of Newtown | 11,722 | $1.47M | 0.31% | −1,008−7.9% | Reduced |
| AMG National Trust Bank | 11,719 | $1.47M | 0.05% | +111+1.0% | Added |
| Lionsbridge Wealth Management LLC | 11,738 | $1.47M | 1.59% | −14−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 11,749 | $1.47M | 0.19% | −1,235−9.5% | Reduced |
| Markston International LLC | 11,832 | $1.48M | 1.39% | −416−3.4% | Reduced |
| Founders Capital Management, LLC | 11,859 | $1.49M | 0.38% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 11,888 | $1.49M | 1.78% | +11,888 | New |
| Rosenbaum Jay D. | 11,890 | $1.49M | 2.48% | −770−6.1% | Reduced |
| Enterprise Financial Services Corp | 11,890 | $1.49M | 0.19% | +9,563+411.0% | Added |
| Trustco Bank Corp N Y | 11,909 | $1.49M | 1.39% | +67+0.6% | Added |
| Davis-Rea Ltd. | 11,860 | $1.49M | 0.73% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 11,921 | $1.49M | 1.41% | +42+0.4% | Added |
| Geneos Wealth Management Inc. | 11,756 | $1.50M | 0.06% | +191+1.7% | Added |
| Midwest Wealth Management Inc. | 12,014 | $1.51M | 1.04% | +874+7.8% | Added |
| Cassia Capital Partners, LLC | 12,014 | $1.51M | 1.04% | +10,397+643.0% | Added |
| Eudaimonia Partners, LLC | 12,047 | $1.51M | 0.27% | +4,180+53.1% | Added |
| Redmond Asset Management, LLC | 12,063 | $1.51M | 0.47% | −194−1.6% | Reduced |
| Optas, LLC | 12,108 | $1.52M | 0.44% | −768−6.0% | Reduced |
| AlphaCrest Capital Management LLC | 12,121 | $1.52M | 0.08% | −22,270−64.8% | Reduced |
| Cascade Investment Advisors, Inc. | 12,130 | $1.52M | 0.99% | −125−1.0% | Reduced |
| Rothschild Investment Corp | 12,143 | $1.52M | 0.13% | +15+0.1% | Added |
| Foster & Motley Inc | 12,157 | $1.52M | 0.13% | −405−3.2% | Reduced |
| Glen Eagle Advisors, LLC | 12,164 | $1.52M | 0.44% | −162−1.3% | Reduced |
| Westside Investment Management, Inc. | 12,176 | $1.53M | 0.02% | −280−2.2% | Reduced |
| Dynamic Advisor Solutions LLC | 12,243 | $1.53M | 0.12% | +1,054+9.4% | Added |
| Windsor Group LTD | 12,093 | $1.54M | 0.32% | +21+0.2% | Added |
| Harbour Investments, Inc. | 12,324 | $1.54M | 0.05% | −1,117−8.3% | Reduced |
| MV Capital Management, Inc. | 12,329 | $1.54M | 0.26% | +837+7.3% | Added |
| Harrington Investments, INC | 12,333 | $1.55M | 0.89% | +164+1.3% | Added |
| Granite Investment Partners, LLC | 12,338 | $1.55M | 0.05% | +100+0.8% | Added |
| BigSur Wealth Management LLC | 12,307 | $1.55M | 0.70% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,372 | $1.55M | 0.19% | −8,423−40.5% | Reduced |
| Violich Capital Management, Inc. | 12,398 | $1.55M | 0.25% | 00.0% | Unchanged |