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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, 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
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 heldQ3 2021: $135.6B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
BFSG, LLC22,598$2.83M0.43%−90−0.4%Reduced
Hodges Capital Management Inc.22,602$2.83M0.21%+4,334+23.7%Added
Sawyer & Company, Inc22,641$2.84M1.34%00.0%Unchanged
Pictet Bank & Trust Ltd22,675$2.84M1.76%+9,520+72.4%Added
Concentric Wealth Management, LLC22,708$2.85M0.87%−44−0.2%Reduced
NTV Asset Management LLC22,744$2.85M0.49%−147−0.6%Reduced
180 Wealth Advisors, LLC22,336$2.85M0.63%+295+1.3%Added
Greenleaf Trust22,904$2.87M0.04%+1,353+6.3%Added
Veriti Management LLC23,039$2.89M0.41%+2,532+12.3%Added
Integrated Wealth Concepts LLC23,103$2.90M0.09%+3,565+18.2%Added
Asio Capital, LLC23,130$2.90M1.00%−2,498−9.7%Reduced
Trust Co of Vermont23,398$2.93M0.21%−179−0.8%Reduced
Patten Group, Inc.23,400$2.93M0.86%+93+0.4%Added
TrinityPoint Wealth, LLC23,547$2.95M0.56%+194+0.8%Added
Capital Investment Advisors, LLC23,628$2.96M0.10%+1,785+8.2%Added
CAPROCK Group, Inc.23,797$3.00M0.27%+175+0.7%Added
Boothbay Fund Management, LLC24,098$3.02M0.12%−57,006−70.3%Reduced
Carroll Financial Associates, Inc.24,162$3.03M0.17%−310−1.3%Reduced
Blackhill Capital Inc24,177$3.03M0.26%00.0%Unchanged
SPC Financial, Inc.24,225$3.04M0.38%+429+1.8%Added
Newman Dignan & Sheerar, Inc.24,311$3.05M1.02%−186−0.8%Reduced
YHB Investment Advisors, Inc.24,324$3.05M0.26%+3,265+15.5%Added
Wetherby Asset Management Inc24,756$3.10M0.19%−211−0.8%Reduced
Proquility Private Wealth Partners, LLC24,837$3.11M1.18%+603+2.5%Added
Tower Research Capital LLC (TRC)24,905$3.12M0.08%+1,692+7.3%Added
United Fire Group Inc25,000$3.13M1.56%00.0%Unchanged
NJ State Employees Deferred Compensation Plan25,000$3.13M0.43%00.0%Unchanged
Sciencast Management LP25,561$3.14M0.89%+25,561New
Miller Investment Management, LP25,165$3.15M0.54%00.0%Unchanged
DuPont Capital Management Corp25,198$3.16M0.10%−11,916−32.1%Reduced
Legacy Wealth Asset Management, LLC25,233$3.16M1.45%−113−0.4%Reduced
Front Row Advisors LLC25,113$3.16M1.34%−110−0.4%Reduced
Coldstream Capital Management Inc30,464$3.17M0.15%−2,988−8.9%Reduced
Valtinson Bruner Financial Planning LLC26,049$3.17M1.74%−2,370−8.3%Reduced
Andesa Financial Management Inc.25,345$3.18M1.73%−20,094−44.2%Reduced
Cohen Lawrence B25,415$3.19M1.68%−2,457−8.8%Reduced
Americana Partners, LLC25,445$3.19M0.77%+19,020+296.0%Added
Wealth Advisors of Tampa Bay, LLC25,474$3.19M1.76%−670−2.6%Reduced
LVW Advisors, LLC25,474$3.19M0.56%−28−0.1%Reduced
Vident Investment Advisory, LLC25,521$3.20M0.10%+7,517+41.8%Added
Moloney Securities Asset Management, LLC25,559$3.20M0.58%+1,107+4.5%Added
Harrell Investment Partners, LLC25,531$3.21M1.03%+871+3.5%Added
Sicart Associates LLC25,527$3.22M0.88%−1,325−4.9%Reduced
B & T Capital Management DBA Alpha Capital Management25,661$3.22M0.76%+861+3.5%Added
Webster Bank, N. A.25,705$3.22M0.36%+416+1.6%Added
Avantax Advisory Services, Inc.25,735$3.23M0.05%+1,320+5.4%Added
FinTrust Capital Advisors, LLC25,884$3.25M0.86%+532+2.1%Added
Flputnam Investment Management Co25,956$3.25M0.11%+475+1.9%Added
Bristlecone Advisors, LLC25,970$3.25M0.43%+55+0.2%Added
IndexIQ Advisors LLC26,002$3.26M0.11%+1,108+4.5%Added
Cornerstone Wealth Group, LLC26,057$3.27M0.58%+869+3.5%Added
Venture Visionary Partners LLC26,143$3.27M0.23%−2,569−8.9%Reduced
Bradley Mark J.26,145$3.28M2.24%−55−0.2%Reduced
Chilton Investment Co LLC26,217$3.29M0.08%−8,947−25.4%Reduced
Tocqueville Asset Management L.P.26,241$3.29M0.05%−284−1.1%Reduced
Comerica Securities,inc.26,217$3.30M0.23%+1,272+5.1%Added
Profund Advisors LLC26,479$3.32M0.11%+141+0.5%Added
Garrison Asset Management, LLC26,559$3.33M2.02%+332+1.3%Added
First Mercantile Trust Co26,578$3.33M0.44%−1,217−4.4%Reduced
Wedbush Securities Inc26,878$3.37M0.16%+1,836+7.3%Added
PFS Investments Inc.27,434$3.38M0.07%+6,152+28.9%Added
Kentucky Farm Bureau Mutual Insurance Co27,000$3.38M0.92%00.0%Unchanged
Financial & Tax Architects, LLC27,197$3.41M1.55%+1,257+4.8%Added
Spectrum Asset Management, Inc. (NB/CA)27,331$3.43M1.05%−705−2.5%Reduced
Canton Hathaway, LLC27,340$3.43M0.98%+432+1.6%Added
Fundamentun, LLC27,350$3.43M0.60%+5,875+27.4%Added
Monte Financial Group, LLC27,374$3.43M1.97%+286+1.1%Added
Allstate Corp27,401$3.44M0.14%−2,888−9.5%Reduced
Capital Insight Partners, LLC27,429$3.44M0.75%+520+1.9%Added
Prime Capital Investment Advisors, LLC27,528$3.45M0.22%+27,528New
Compton Capital Management Inc27,695$3.47M1.02%−325−1.2%Reduced
Snowden Capital Advisors LLC27,971$3.51M0.17%+2,578+10.2%Added
Butensky & Cohen Financial Security, Inc28,124$3.52M1.40%−132−0.5%Reduced
Hengehold Capital Management LLC28,159$3.53M0.46%+286+1.0%Added
Systematic Alpha Investments, LLC29,701$3.56M0.16%00.0%Unchanged
Silvant Capital Management LLC28,294$3.56M0.64%−5,047−15.1%Reduced
Canandaigua National Corp28,497$3.57M0.58%+268+0.9%Added
Laffer Tengler Investments28,524$3.58M1.03%+3,849+15.6%Added
Citizens National Bank Trust Department28,617$3.59M1.02%+515+1.8%Added
Landsberg, Bennett, & Dubbaneh LLC28,363$3.61M0.46%+667+2.4%Added
Ironwood Investment Counsel, LLC28,986$3.63M0.93%+746+2.6%Added
Bank Ozk29,006$3.64M1.65%−1,026−3.4%Reduced
Azzad Asset Management Inc29,035$3.64M0.54%+464+1.6%Added
Lowe Brockenbrough & Co Inc28,939$3.65M0.28%+1,731+6.4%Added
Redpoint Investment Management Pty Ltd29,226$3.66M0.31%−4,165−12.5%Reduced
GWM Advisors LLC29,312$3.67M0.09%−1,845−5.9%Reduced
Sumitomo Life Insurance Co29,417$3.69M0.10%−1,244−4.1%Reduced
Kestra Private Wealth Services, LLC29,641$3.71M0.21%+1,020+3.6%Added
Palladium Partners LLC29,797$3.73M0.17%+9,978+50.3%Added
Parsons Capital Management Inc29,846$3.74M0.29%+1,670+5.9%Added
Bartlett & Co. LLC29,859$3.74M0.07%+688+2.4%Added
Bartlett & Co. Wealth Management LLC29,859$3.76M0.07%+688+2.4%Added
Kesler, Norman & Wride, LLC30,163$3.78M0.89%+620+2.1%Added
Homrich & Berg30,335$3.80M0.09%+3,440+12.8%Added
Boenning & Scattergood, Inc.30,423$3.81M0.67%+348+1.2%Added
Keeler Thomas Management LLC30,447$3.82M1.82%+798+2.7%Added
Highland Capital Management, LLC30,506$3.82M0.23%+16,014+110.5%Added
Cohen Capital Management, Inc.30,557$3.83M0.67%00.0%Unchanged
O'Shaughnessy Asset Management, LLC30,745$3.85M0.08%+4,989+19.4%Added
Geneva Partners, LLC31,301$3.92M1.94%−4,619−12.9%Reduced