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.
| 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, 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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 31,302 | $3.92M | 0.77% | −978−3.0% | Reduced |
| Park Avenue Securities LLC | 31,315 | $3.92M | 0.08% | +2,225+7.6% | Added |
| Cubic Asset Management, LLC | 31,325 | $3.93M | 0.97% | −15,500−33.1% | Reduced |
| Bray Capital Advisors | 31,358 | $3.93M | 1.01% | +278+0.9% | Added |
| Oak Asset Management, LLC | 32,665 | $3.94M | 1.64% | +110+0.3% | Added |
| JustInvest LLC | 31,547 | $3.95M | 0.36% | +4,345+16.0% | Added |
| American Portfolios Advisors | 31,596 | $3.96M | 0.15% | −1,439−4.4% | Reduced |
| Keel Point, LLC | 31,632 | $3.96M | 0.55% | +2,878+10.0% | Added |
| Mandatum Life Insurance Co Ltd | 32,000 | $4.01M | 0.74% | 00.0% | Unchanged |
| Delta Capital Management LLC | 32,055 | $4.02M | 2.50% | +80+0.3% | Added |
| Gladstone Institutional Advisory LLC | 32,110 | $4.03M | 0.39% | +21,780+210.8% | Added |
| Marietta Wealth Management, LLC | 32,166 | $4.03M | 0.88% | +1,191+3.8% | Added |
| Shorepoint Capital Partners LLC | 32,386 | $4.06M | 1.82% | +32,386 | New |
| Centre Asset Management, LLC | 30,400 | $4.09M | 2.12% | +30,400 | New |
| Greenline Partners, LLC | 32,647 | $4.09M | 0.86% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 32,885 | $4.12M | 0.50% | −48−0.1% | Reduced |
| Investment Management of Virginia LLC | 33,007 | $4.14M | 0.80% | −50−0.2% | Reduced |
| Cypress Asset Management Inc | 33,020 | $4.14M | 1.07% | +280+0.9% | Added |
| Plimoth Trust Co LLC | 33,036 | $4.14M | 1.17% | +59+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 33,155 | $4.16M | 0.34% | −4,248−11.4% | Reduced |
| Martin Capital Partners, LLC | 33,275 | $4.17M | 2.11% | +20.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 33,395 | $4.19M | 2.72% | −135−0.4% | Reduced |
| Brown Brothers Harriman & Co | 33,442 | $4.19M | 0.02% | −1,419−4.1% | Reduced |
| Perkins Coie Trust Co | 33,647 | $4.22M | 1.32% | −883−2.6% | Reduced |
| Exchange Capital Management, Inc. | 33,676 | $4.22M | 0.82% | −1,720−4.9% | Reduced |
| JNBA Financial Advisors | 33,811 | $4.24M | 0.57% | −25−0.1% | Reduced |
| Ingalls & Snyder LLC | 33,866 | $4.25M | 0.20% | −1,352−3.8% | Reduced |
| Nixon Peabody Trust Co | 34,058 | $4.27M | 1.54% | +737+2.2% | Added |
| Icon Wealth Partners, LLC | 34,184 | $4.29M | 0.46% | +4,129+13.7% | Added |
| Cannell Peter B & Co Inc | 34,248 | $4.29M | 0.13% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 34,267 | $4.29M | 1.60% | −280−0.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 34,599 | $4.34M | 1.03% | −93−0.3% | Reduced |
| St Germain D J Co Inc | 34,604 | $4.34M | 0.27% | −1,587−4.4% | Reduced |
| Cetera Advisors LLC | 34,673 | $4.35M | 0.08% | +3,289+10.5% | Added |
| World Asset Management Inc | 34,680 | $4.35M | 0.43% | −2,128−5.8% | Reduced |
| Holloway Wealth Management, LLC | – | $4.35M | 1.32% | – | – |
| Roberts Wealth Advisors, LLC | 34,876 | $4.37M | 1.73% | +34,876 | New |
| Dowling & Yahnke LLC | 34,944 | $4.38M | 0.24% | +989+2.9% | Added |
| Hotaling Investment Management, LLC | 34,949 | $4.38M | 1.82% | +463+1.3% | Added |
| Ally Financial Inc. | 35,000 | $4.39M | 0.43% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 35,110 | $4.40M | 0.46% | +93+0.3% | Added |
| Pittenger & Anderson Inc | 35,368 | $4.43M | 0.22% | +1,323+3.9% | Added |
| Ieq Capital, LLC | 35,378 | $4.43M | 0.12% | +3,905+12.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 35,393 | $4.44M | 0.22% | +1,256+3.7% | Added |
| Evercore Wealth Management, LLC | 35,423 | $4.44M | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 35,815 | $4.49M | 0.42% | +141+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 35,944 | $4.51M | 1.00% | +62+0.2% | Added |
| Benson Investment Management Company, Inc. | 35,983 | $4.51M | 2.32% | +85+0.2% | Added |
| Walter & Keenan Financial Consulting Co | 36,005 | $4.51M | 1.53% | +206+0.6% | Added |
| Strategy Asset Managers LLC | 36,208 | $4.54M | 1.01% | +822+2.3% | Added |
| Terry L. Blaker | 36,223 | $4.54M | 0.29% | −115−0.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 36,254 | $4.54M | 0.34% | +869+2.5% | Added |
| Argent Trust Co | 36,329 | $4.55M | 0.29% | +3,209+9.7% | Added |
| Paloma Partners Management Co | 36,341 | $4.55M | 0.20% | +18,856+107.8% | Added |
| Surevest, LLC | 36,465 | $4.57M | 1.15% | +1,915+5.5% | Added |
| Great Valley Advisor Group, Inc. | 36,855 | $4.62M | 0.32% | +1,753+5.0% | Added |
| Brewin Dolphin Ltd | 37,075 | $4.65M | 0.19% | +2,615+7.6% | Added |
| Twin Capital Management Inc | 37,086 | $4.65M | 0.48% | −4,770−11.4% | Reduced |
| Laurion Capital Management LP | 37,120 | $4.65M | 0.07% | +27,628+291.1% | Added |
| Baker Chad R | 37,550 | $4.71M | 1.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 37,555 | $4.71M | 0.01% | −349,989−90.3% | Reduced |
| Verity & Verity, LLC | 38,871 | $4.71M | 0.70% | +966+2.5% | Added |
| Cheviot Value Management, LLC | 37,706 | $4.73M | 1.21% | −1,046−2.7% | Reduced |
| IBM Retirement Fund | 37,863 | $4.75M | 0.37% | +64+0.2% | Added |
| Aptus Capital Advisors, LLC | 37,984 | $4.76M | 0.19% | +7,689+25.4% | Added |
| Courier Capital LLC | 38,142 | $4.78M | 0.45% | +1,266+3.4% | Added |
| Augustine Asset Management Inc | 38,217 | $4.79M | 2.55% | −697−1.8% | Reduced |
| First Washington CORP | 38,281 | $4.80M | 1.75% | −247−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 38,331 | $4.80M | 0.04% | +10,218+36.3% | Added |
| Peloton Wealth Strategists | 38,419 | $4.82M | 1.97% | −700−1.8% | Reduced |
| O'Shares Investment Advisers, LLC | 38,610 | $4.84M | 0.36% | −21,043−35.3% | Reduced |
| National Asset Management, Inc. | 38,916 | $4.88M | 0.16% | +2,012+5.5% | Added |
| Edge Wealth Management LLC | 39,081 | $4.90M | 0.96% | −2,315−5.6% | Reduced |
| Howe & Rusling Inc | 39,136 | $4.91M | 0.62% | +38,941+19,969.7% | Added |
| RNC Capital Management LLC | 39,984 | $5.01M | 0.27% | +10,133+33.9% | Added |
| PointState Capital LP | 40,000 | $5.01M | 0.12% | −7,000−14.9% | Reduced |
| Scott Investment Partners LLP | 40,100 | $5.03M | 3.45% | 00.0% | Unchanged |
| City Holding Co | 40,178 | $5.04M | 0.86% | −1,387−3.3% | Reduced |
| Sectoral Asset Management Inc | 40,201 | $5.04M | 0.42% | −36,900−47.9% | Reduced |
| CBOE Vest Financial, LLC | 40,710 | $5.10M | 1.55% | +10,055+32.8% | Added |
| Anchor Investment Management, LLC | 40,755 | $5.11M | 0.71% | +402+1.0% | Added |
| Integrated Advisors Network LLC | 40,873 | $5.12M | 0.34% | +2,047+5.3% | Added |
| Cigna Investments Inc | 41,194 | $5.16M | 0.39% | −822−2.0% | Reduced |
| Advisory Services Network, LLC | 41,247 | $5.17M | 0.16% | +1,460+3.7% | Added |
| Bank of Nova Scotia | 41,509 | $5.20M | 0.01% | −525−1.2% | Reduced |
| Jacobs & Co | 41,682 | $5.22M | 0.60% | −263−0.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 41,957 | $5.26M | 3.37% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 42,016 | $5.29M | 0.07% | +6,353+17.8% | Added |
| Old Second National Bank of Aurora | 42,473 | $5.32M | 1.44% | +180+0.4% | Added |
| Transcend Wealth Collective, LLC | 43,029 | $5.34M | 0.48% | +43,029 | New |
| O'Brien Greene & Co. Inc | 42,795 | $5.36M | 1.96% | +33,545+362.6% | Added |
| Rafferty Asset Management, LLC | 42,848 | $5.37M | 0.04% | +14,999+53.9% | Added |
| NorthCoast Asset Management LLC | 43,636 | $5.47M | 0.20% | +11,933+37.6% | Added |
| Wafra Inc. | 44,098 | $5.53M | 0.20% | +3,602+8.9% | Added |
| Wesbanco Bank Inc | 44,130 | $5.53M | 0.21% | −903−2.0% | Reduced |
| Argyle Capital Management Inc. | 44,350 | $5.56M | 1.84% | −150−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44,569 | $5.59M | 0.01% | +1,809+4.2% | Added |
| Smithbridge Asset Management Inc | 44,778 | $5.61M | 1.86% | −939−2.1% | Reduced |
| Veritable, L.P. | 44,785 | $5.61M | 0.09% | −962−2.1% | Reduced |
| Cetera Investment Advisers | 45,014 | $5.64M | 0.09% | +1,732+4.0% | Added |