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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 15,996 | $2.00M | 0.09% | +15,996 | New |
| Waycross Partners, LLC | 16,011 | $2.01M | 1.26% | −566−3.4% | Reduced |
| Fulton Bank, N.A. | 16,054 | $2.01M | 0.09% | +172+1.1% | Added |
| Covington Capital Management | 16,157 | $2.02M | 0.08% | +25+0.2% | Added |
| Teza Capital Management LLC | 16,189 | $2.03M | 0.98% | +16,189 | New |
| Hudson Value Partners, LLC | 16,255 | $2.04M | 1.12% | +945+6.2% | Added |
| Roundview Capital LLC | 16,478 | $2.06M | 0.23% | +835+5.3% | Added |
| Point72 Hong Kong Ltd | 16,485 | $2.07M | 0.16% | −32,853−66.6% | Reduced |
| Mattern Wealth Management LLC | 16,653 | $2.09M | 0.70% | −361−2.1% | Reduced |
| Accredited Investors Inc. | 16,683 | $2.09M | 0.23% | −504−2.9% | Reduced |
| Game Creek Capital, LP | 16,750 | $2.10M | 1.11% | −3,125−15.7% | Reduced |
| Hedeker Wealth, LLC | 16,782 | $2.10M | 0.65% | −72−0.4% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 16,800 | $2.11M | 1.09% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 16,805 | $2.11M | 1.31% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,893 | $2.12M | 0.22% | −2,161−11.3% | Reduced |
| Telemus Capital, LLC | 17,045 | $2.14M | 0.18% | +1,365+8.7% | Added |
| Citizens Financial Group Inc | 17,047 | $2.14M | 0.08% | +8,556+100.8% | Added |
| Regent Peak Wealth Advisors LLC | 17,185 | $2.15M | 0.62% | +305+1.8% | Added |
| Zurich Insurance Group Ltd | 17,200 | $2.16M | 0.03% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 17,208 | $2.16M | 0.22% | −5,827−25.3% | Reduced |
| Truehand, Inc | 17,241 | $2.16M | 1.28% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 17,284 | $2.17M | 1.20% | +1,897+12.3% | Added |
| SWS Partners | 17,339 | $2.17M | 1.35% | +1,774+11.4% | Added |
| CFS Investment Advisory Services, LLC | 17,355 | $2.17M | 0.30% | +17,355 | New |
| Access Financial Services, Inc. | 17,351 | $2.17M | 0.98% | +566+3.4% | Added |
| Scott & Selber, Inc. | 17,524 | $2.20M | 0.89% | −574−3.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,529 | $2.20M | 0.09% | +213+1.2% | Added |
| Baker Tilly Wealth Management, LLC | 17,552 | $2.20M | 0.29% | +1,643+10.3% | Added |
| Condor Capital Management | 17,590 | $2.21M | 0.23% | +236+1.4% | Added |
| Hanson & Doremus Investment Management | 17,599 | $2.21M | 0.51% | +1,556+9.7% | Added |
| Great Lakes Advisors, LLC | 17,743 | $2.22M | 0.03% | −49−0.3% | Reduced |
| Private Wealth Partners, LLC | 17,760 | $2.23M | 0.21% | −175−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,819 | $2.23M | 0.04% | −115−0.6% | Reduced |
| Citizens Business Bank | 17,900 | $2.24M | 0.30% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 17,948 | $2.25M | 1.19% | −382−2.1% | Reduced |
| Central Trust Co | 18,050 | $2.26M | 0.08% | −5,361−22.9% | Reduced |
| Twin Tree Management, LP | 18,061 | $2.26M | 0.07% | +18,061 | New |
| Wills Financial Group, Inc. | 18,279 | $2.29M | 1.03% | −202−1.1% | Reduced |
| Schulhoff & Co Inc | 18,375 | $2.30M | 1.04% | 00.0% | Unchanged |
| Private Trust Co NA | 18,436 | $2.31M | 0.34% | +1,834+11.0% | Added |
| Hall Laurie J Trustee | 18,510 | $2.32M | 0.90% | +1,281+7.4% | Added |
| Mid Atlantic Financial Management Inc | 18,514 | $2.32M | 0.16% | +56+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 18,526 | $2.32M | 0.27% | +2,875+18.4% | Added |
| ProVise Management Group, LLC | 18,591 | $2.33M | 0.23% | +13+0.1% | Added |
| Cordatus Wealth Management LLC | 18,644 | $2.34M | 1.80% | +18,644 | New |
| AIMZ Investment Advisors, LLC | 18,671 | $2.34M | 1.06% | −128−0.7% | Reduced |
| Truvestments Capital LLC | 18,711 | $2.35M | 1.29% | +833+4.7% | Added |
| Charter Oak Capital Management, LLC | 18,759 | $2.35M | 0.29% | +208+1.1% | Added |
| NBT Bank N A | 18,809 | $2.36M | 0.33% | +389+2.1% | Added |
| Stanley-Laman Group, Ltd. | 18,879 | $2.37M | 0.31% | −18,325−49.3% | Reduced |
| Epiq Partners, LLC | 18,918 | $2.37M | 1.09% | +3,717+24.5% | Added |
| LaFleur & Godfrey LLC | 18,950 | $2.38M | 0.33% | 00.0% | Unchanged |
| Spire Wealth Management | 18,978 | $2.38M | 0.06% | −125−0.7% | Reduced |
| Virtu Financial LLC | 18,981 | $2.38M | 0.21% | +18,981 | New |
| Stratos Wealth Partners, LTD. | 18,987 | $2.38M | 0.06% | +283+1.5% | Added |
| Vickerman Investment Advisors, Inc. | 19,369 | $2.43M | 0.97% | +19,369 | New |
| Valeo Financial Advisors, LLC | 19,589 | $2.46M | 0.14% | +4,030+25.9% | Added |
| Wunderlich Capital Managemnt | 19,763 | $2.48M | 1.19% | +948+5.0% | Added |
| Northwest Investment Counselors, LLC | 19,828 | $2.48M | 0.69% | +10+0.1% | Added |
| Bogart Wealth, LLC | 19,821 | $2.48M | 0.25% | +3,428+20.9% | Added |
| Toroso Investments, LLC | 19,837 | $2.49M | 0.09% | +1,538+8.4% | Added |
| Vestcor Inc | 19,884 | $2.49M | 0.09% | −84,279−80.9% | Reduced |
| Albion Financial Group | 19,898 | $2.49M | 0.22% | +134+0.7% | Added |
| Lido Advisors, LLC | 19,914 | $2.50M | 0.06% | +8,081+68.3% | Added |
| Buckingham Capital Management, Inc. | 19,963 | $2.50M | 0.41% | +706+3.7% | Added |
| Sigma Planning Corp | 19,965 | $2.50M | 0.08% | −251−1.2% | Reduced |
| 1st Source Bank | 19,988 | $2.51M | 0.16% | −265−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 20,038 | $2.51M | 0.21% | +5,512+37.9% | Added |
| Drexel Morgan & Co. | 20,221 | $2.54M | 0.81% | 00.0% | Unchanged |
| Allworth Financial LP | 20,231 | $2.54M | 0.04% | −62−0.3% | Reduced |
| Sandy Spring Bank | 20,447 | $2.56M | 0.14% | −370−1.8% | Reduced |
| WC Walker & Associates, Inc. | 20,498 | $2.57M | 1.38% | +456+2.3% | Added |
| Pathstone Family Office, LLC | 20,558 | $2.58M | 0.08% | +10,060+95.8% | Added |
| Lederer & Associates Investment Counsel | 20,613 | $2.58M | 1.67% | −746−3.5% | Reduced |
| Gofen & Glossberg LLC | 20,622 | $2.58M | 0.06% | +1,068+5.5% | Added |
| Trust Co of Oklahoma | 20,675 | $2.59M | 0.93% | −126−0.6% | Reduced |
| NovaPoint Capital, LLC | 20,785 | $2.60M | 1.05% | +146+0.7% | Added |
| Whittier Trust Co | 20,917 | $2.62M | 0.05% | +1,545+8.0% | Added |
| IMA Wealth, Inc. | 21,090 | $2.64M | 0.62% | −65−0.3% | Reduced |
| Princeton Global Asset Management LLC | 21,217 | $2.66M | 0.81% | −134−0.6% | Reduced |
| Arrow Financial Corp | 21,241 | $2.66M | 0.34% | +12,150+133.6% | Added |
| Cornercap Investment Counsel Inc | 21,251 | $2.66M | 0.30% | −152−0.7% | Reduced |
| Walleye Trading LLC | 21,369 | $2.68M | 0.06% | +21,369 | New |
| Fernwood Investment Management, LLC | 21,390 | $2.68M | 0.92% | −85−0.4% | Reduced |
| Arlington Partners LLC | 21,433 | $2.69M | 0.77% | +3,041+16.5% | Added |
| Heritage Way Advisors, LLC | 21,455 | $2.69M | 1.12% | +41+0.2% | Added |
| Sowell Financial Services LLC | 21,363 | $2.69M | 0.18% | −3,960−15.6% | Reduced |
| Ethic Inc. | 21,506 | $2.70M | 0.28% | +2,627+13.9% | Added |
| Avidian Wealth Solutions, LLC | 21,684 | $2.72M | 0.21% | +1,608+8.0% | Added |
| Charles Schwab Trust Co | 21,732 | $2.72M | 0.54% | +330+1.5% | Added |
| Hartline Investment Corp | 21,981 | $2.75M | 0.38% | −692−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 22,014 | $2.76M | 0.10% | −130−0.6% | Reduced |
| AdvisorNet Financial, Inc | 22,139 | $2.77M | 0.19% | −6,919−23.8% | Reduced |
| HBK Sorce Advisory LLC | 22,197 | $2.78M | 0.15% | +3,039+15.9% | Added |
| Columbia Asset Management | 22,208 | $2.78M | 0.61% | −350−1.6% | Reduced |
| Strategic Financial Services, Inc, | 22,256 | $2.79M | 0.22% | −505−2.2% | Reduced |
| Tealwood Asset Management Inc | 22,297 | $2.79M | 1.13% | +22,297 | New |
| Hoylecohen, LLC | 22,389 | $2.81M | 0.27% | −413−1.8% | Reduced |
| New England Asset Management Inc | 22,444 | $2.81M | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 22,462 | $2.81M | 0.22% | +1,058+4.9% | Added |