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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 45,220 | $5.67M | 0.22% | +33,093+272.9% | Added |
| Spinnaker Trust | 45,230 | $5.67M | 0.39% | +1,740+4.0% | Added |
| Capital Analysts, LLC | 45,622 | $5.72M | 0.38% | +1,289+2.9% | Added |
| Regal Investment Advisors LLC | 45,766 | $5.74M | 0.56% | +4,939+12.1% | Added |
| GAM Holding AG | 45,789 | $5.74M | 0.27% | −6,496−12.4% | Reduced |
| Oak Harvest Investment Services | 45,975 | $5.76M | 1.68% | +5,096+12.5% | Added |
| Boston Research & Management Inc | 45,998 | $5.76M | 1.72% | +300+0.7% | Added |
| AE Wealth Management LLC | 46,047 | $5.77M | 0.05% | +3,752+8.9% | Added |
| Richard Bernstein Advisors LLC | 46,159 | $5.79M | 0.12% | +2,187+5.0% | Added |
| Rench Wealth Management, Inc. | 46,370 | $5.81M | 2.89% | −165−0.4% | Reduced |
| TRH Financial, LLC | 46,409 | $5.82M | 2.29% | +9,291+25.0% | Added |
| Minot Wealth Management LLC | 46,624 | $5.84M | 1.26% | +4,188+9.9% | Added |
| Northern Oak Wealth Management Inc | 46,712 | $5.86M | 0.71% | +31+0.1% | Added |
| Stokes Capital Advisors, LLC | 47,200 | $5.92M | 1.91% | +940+2.0% | Added |
| Segall Bryant & Hamill, LLC | 47,161 | $5.92M | 0.06% | +1,187+2.6% | Added |
| Value Partners Investments Inc. | 47,554 | $5.93M | 0.50% | +230.0% | Added |
| Miracle Mile Advisors, LLC | 47,378 | $5.94M | 0.29% | +6,342+15.5% | Added |
| Headinvest, LLC | 47,995 | $6.02M | 1.14% | +48+0.1% | Added |
| XXEC, Inc. | 48,043 | $6.02M | 4.58% | −905−1.8% | Reduced |
| Horizon Investments, LLC | 48,613 | $6.09M | 0.19% | +9,345+23.8% | Added |
| Hexavest Inc. | 48,736 | $6.11M | 0.37% | −9,292−16.0% | Reduced |
| Claret Asset Management Corp | 48,987 | $6.14M | 1.05% | −658−1.3% | Reduced |
| Investment House LLC | 49,051 | $6.15M | 0.45% | +365+0.7% | Added |
| BerganKDV Wealth Management, LLC | 49,190 | $6.17M | 0.70% | +4,755+10.7% | Added |
| First Citizens Bank & Trust Co | 49,367 | $6.19M | 0.30% | −612−1.2% | Reduced |
| Picton Mahoney Asset Management | 49,415 | $6.19M | 0.24% | +2,175+4.6% | Added |
| Chartwell Investment Partners, LLC | 49,450 | $6.20M | 0.19% | +4,039+8.9% | Added |
| Pinnacle Associates Ltd | 49,532 | $6.21M | 0.11% | −1,069−2.1% | Reduced |
| Virginia Retirement Systems Et Al | 50,100 | $6.28M | 0.06% | −1,300−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,186 | $6.29M | 0.61% | +411+0.8% | Added |
| Cardinal Capital Management | 50,717 | $6.36M | 1.38% | −629−1.2% | Reduced |
| Hall Private Wealth Advisors | 50,757 | $6.36M | 4.06% | +837+1.7% | Added |
| Needham Investment Management LLC | 51,041 | $6.40M | 0.85% | −865−1.7% | Reduced |
| Private Capital Advisors, Inc. | 51,069 | $6.40M | 1.07% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 51,549 | $6.46M | 1.28% | +893+1.8% | Added |
| Naples Global Advisors, LLC | 51,740 | $6.49M | 0.85% | −65−0.1% | Reduced |
| Perennial Advisors, LLC | 51,901 | $6.51M | 1.92% | +1,339+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 52,546 | $6.59M | 0.45% | +6,118+13.2% | Added |
| TownSquare Capital, LLC | 52,817 | $6.62M | 0.19% | +6,745+14.6% | Added |
| Beese Fulmer Investment Management, Inc. | 52,851 | $6.63M | 0.75% | +107+0.2% | Added |
| Somerset Trust Co | 53,015 | $6.64M | 2.71% | −350−0.7% | Reduced |
| Banque Cantonale Vaudoise | 53,009 | $6.65M | 0.29% | +23,906+82.1% | Added |
| Clear Street Markets LLC | 53,100 | $6.66M | 1.47% | +51,465+3,147.7% | Added |
| Freestone Capital Holdings, LLC | 53,827 | $6.75M | 0.34% | −8,149−13.1% | Reduced |
| 1623 Capital LLC | 54,000 | $6.77M | 2.85% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 54,585 | $6.84M | 0.47% | −498−0.9% | Reduced |
| Parcion Private Wealth LLC | 53,821 | $6.88M | 0.61% | +453+0.8% | Added |
| Berger Financial Group, Inc | 55,168 | $6.92M | 1.25% | −2,821−4.9% | Reduced |
| Fiduciary Group LLC | 55,791 | $6.92M | 0.79% | +282+0.5% | Added |
| Miramar Capital, LLC | 55,246 | $6.92M | 2.76% | +625+1.1% | Added |
| Advisor Partners LLC | 55,281 | $6.93M | 0.47% | −2,815−4.8% | Reduced |
| Sonora Investment Management, LLC | 55,379 | $6.94M | 0.87% | +4,697+9.3% | Added |
| Prospera Financial Services Inc | 56,153 | $7.04M | 0.35% | −6,056−9.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 56,265 | $7.05M | 2.21% | −267−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 56,151 | $7.06M | 0.95% | +4,383+8.5% | Added |
| Siemens Fonds Invest GmbH | 56,549 | $7.09M | 0.47% | +56,549 | New |
| Heritage Investors Management Corp | 56,640 | $7.10M | 0.30% | −927−1.6% | Reduced |
| Allied Investment Advisors, LLC | 56,704 | $7.11M | 2.69% | −476−0.8% | Reduced |
| Corbyn Investment Management Inc | 56,874 | $7.13M | 2.33% | +100.0% | Added |
| Xcel Wealth Management, LLC | 57,212 | $7.17M | 2.08% | −13,380−19.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,258 | $7.18M | 2.16% | +30+0.1% | Added |
| Fayez Sarofim & Co | 57,459 | $7.20M | 0.02% | −748−1.3% | Reduced |
| Moors & Cabot, Inc. | 57,702 | $7.23M | 0.45% | +4,043+7.5% | Added |
| Quantitative Investment Management, LLC | 57,804 | $7.25M | 0.66% | +16,922+41.4% | Added |
| Camden National Bank | 58,042 | $7.28M | 1.40% | +260.0% | Added |
| Consolidated Investment Group LLC | 58,100 | $7.28M | 1.14% | +14,000+31.7% | Added |
| Segment Wealth Management, LLC | 58,169 | $7.29M | 0.87% | +1,477+2.6% | Added |
| Linscomb & Williams, Inc. | 58,514 | $7.33M | 0.38% | +1,014+1.8% | Added |
| Benedict Financial Advisors Inc | 59,060 | $7.40M | 2.07% | −707−1.2% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $7.41M | 1.59% | 00.0% | Unchanged |
| Verition Fund Management LLC | 59,511 | $7.46M | 0.11% | +51,758+667.6% | Added |
| Schwerin Boyle Capital Management Inc | 60,000 | $7.52M | 0.63% | +60,000 | New |
| WealthBridge Investment Counsel Inc. | 60,140 | $7.54M | 3.39% | +800+1.3% | Added |
| Round Hill Asset Management | 60,321 | $7.56M | 3.80% | −275−0.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 60,912 | $7.63M | 3.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 60,954 | $7.64M | 0.21% | +9,315+18.0% | Added |
| Griffin Asset Management, Inc. | 61,490 | $7.71M | 0.99% | +225+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 61,990 | $7.77M | 0.09% | +8,690+16.3% | Added |
| Aperture Investors, LLC | 62,311 | $7.81M | 1.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 62,705 | $7.86M | 0.22% | +18,899+43.1% | Added |
| Nelson Capital Management, LLC | 63,074 | $7.91M | 1.57% | −408−0.6% | Reduced |
| Intact Investment Management Inc. | 63,200 | $7.92M | 0.22% | +1,600+2.6% | Added |
| HM Payson & Co | 63,630 | $7.98M | 0.19% | −1,802−2.8% | Reduced |
| TCTC Holdings, LLC | 63,659 | $7.98M | 0.37% | −2,280−3.5% | Reduced |
| First Nebraska Trust Co | 64,291 | $8.06M | 1.05% | −118−0.2% | Reduced |
| Logan Capital Management Inc | 64,331 | $8.06M | 0.38% | +3,085+5.0% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $8.09M | 0.21% | −34,349−34.7% | Reduced |
| First American Bank | 64,655 | $8.11M | 0.47% | +689+1.1% | Added |
| Alerus Financial NA | 65,134 | $8.16M | 0.74% | −146−0.2% | Reduced |
| Regentatlantic Capital LLC | 65,280 | $8.18M | 0.25% | +472+0.7% | Added |
| Monarch Capital Management Inc | 65,825 | $8.25M | 2.29% | −2,040−3.0% | Reduced |
| Lee Danner & Bass Inc | 66,067 | $8.28M | 0.76% | +330+0.5% | Added |
| Gluskin Sheff & Assoc Inc | 66,145 | $8.29M | 0.35% | +97+0.1% | Added |
| Country Club Trust Company, n.a. | 65,953 | $8.35M | 0.72% | −194−0.3% | Reduced |
| American Assets Investment Management, LLC | 66,632 | $8.35M | 1.04% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 66,856 | $8.38M | 1.44% | +559+0.8% | Added |
| Toth Financial Advisory Corp | 66,880 | $8.38M | 1.27% | +647+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 67,332 | $8.44M | 0.60% | −75−0.1% | Reduced |
| People's United Financial, Inc. | 67,394 | $8.45M | 0.19% | −62−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 67,476 | $8.46M | 0.13% | −15,576−18.8% | Reduced |