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 |
|---|---|---|---|---|---|
| F&V Capital Management, LLC | 67,550 | $8.47M | 3.39% | +310+0.5% | Added |
| Kingsview Wealth Management, LLC | 67,609 | $8.47M | 0.40% | +3,034+4.7% | Added |
| JGP Wealth Management, LLC | 67,625 | $8.48M | 1.83% | +1,151+1.7% | Added |
| Nicola Wealth Management Ltd. | 67,636 | $8.48M | 0.87% | −9,000−11.7% | Reduced |
| Alley Co LLC | 67,857 | $8.51M | 1.52% | +970+1.5% | Added |
| Olstein Capital Management, L.P. | 68,000 | $8.52M | 1.04% | −3,000−4.2% | Reduced |
| Xponance, Inc. | 68,050 | $8.53M | 0.16% | −35,017−34.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 68,537 | $8.59M | 0.17% | +8,930+15.0% | Added |
| Atlantic Union Bankshares Corp | 68,572 | $8.60M | 0.81% | −1,687−2.4% | Reduced |
| MainStreet Investment Advisors LLC | 68,630 | $8.60M | 0.83% | −1,054−1.5% | Reduced |
| Isthmus Partners, LLC | 68,818 | $8.63M | 1.56% | +605+0.9% | Added |
| Dividend Assets Capital, LLC | 69,274 | $8.68M | 1.75% | −667−1.0% | Reduced |
| Raymond James Trust N.A. | 69,674 | $8.73M | 0.29% | +538+0.8% | Added |
| American National Insurance Co | 69,749 | $8.74M | 0.33% | −200.0% | Reduced |
| Ledyard National Bank | 70,139 | $8.79M | 0.91% | −1,359−1.9% | Reduced |
| McCollum Christoferson Group LLC | 70,228 | $8.80M | 2.10% | +105+0.1% | Added |
| Cetera Advisor Networks LLC | 70,463 | $8.83M | 0.12% | +6,771+10.6% | Added |
| Fiduciary Trust Co | 70,733 | $8.87M | 0.16% | −804−1.1% | Reduced |
| NS Partners Ltd | 70,776 | $8.87M | 0.45% | −870−1.2% | Reduced |
| Focus Financial Network, Inc. | 70,612 | $8.90M | 1.19% | −184−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 71,200 | $8.93M | 0.12% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 71,396 | $8.95M | 2.52% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 74,056 | $8.97M | 0.99% | +15,810+27.1% | Added |
| River Road Asset Management, LLC | 71,641 | $8.98M | 0.10% | −5,401−7.0% | Reduced |
| Cerity Partners LLC | 72,553 | $9.09M | 0.20% | +5,522+8.2% | Added |
| Berkshire Asset Management LLC | 72,856 | $9.13M | 0.61% | +2,070+2.9% | Added |
| Moreno Evelyn V | 73,106 | $9.16M | 2.16% | −1,220−1.6% | Reduced |
| Oak Associates, Ltd | 73,626 | $9.23M | 0.53% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 73,645 | $9.23M | 0.85% | −280.0% | Reduced |
| American National Bank | 73,746 | $9.24M | 2.05% | −623−0.8% | Reduced |
| Moody National Bank Trust Division | 73,940 | $9.27M | 0.14% | −100.0% | Reduced |
| Adviser Investments LLC | 74,002 | $9.28M | 0.69% | +968+1.3% | Added |
| TD Private Client Wealth LLC | 74,488 | $9.34M | 0.40% | +1,286+1.8% | Added |
| Valicenti Advisory Services Inc | 74,692 | $9.36M | 2.54% | −380−0.5% | Reduced |
| Caption Management, LLC | 75,000 | $9.40M | 0.62% | +75,000 | New |
| BTC Capital Management, Inc. | 75,309 | $9.45M | 1.06% | −6,330−7.8% | Reduced |
| Cutler Investment Counsel LLC | 75,889 | $9.51M | 1.50% | −4,763−5.9% | Reduced |
| Andra AP-fonden | 77,200 | $9.68M | 0.20% | +200+0.3% | Added |
| Spearhead Capital Advisors, LLC | 77,380 | $9.70M | 1.29% | +9,635+14.2% | Added |
| LS Investment Advisors, LLC | 77,545 | $9.72M | 1.25% | +1,943+2.6% | Added |
| Kentucky Retirement Systems | 78,552 | $9.85M | 0.46% | +208+0.3% | Added |
| Hikari Power Ltd | 79,060 | $9.91M | 0.99% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 79,065 | $9.91M | 0.59% | +1,250+1.6% | Added |
| Community Financial Services Group, LLC | 79,203 | $9.93M | 2.70% | +1,570+2.0% | Added |
| Edgemoor Investment Advisors, Inc. | 79,320 | $9.94M | 1.13% | −22,780−22.3% | Reduced |
| Appleton Partners Inc | 79,774 | $10.0M | 0.83% | +354+0.4% | Added |
| Conning Inc. | 79,910 | $10.0M | 0.29% | +15,080+23.3% | Added |
| Sivik Global Healthcare LLC | 80,000 | $10.0M | 3.61% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 80,000 | $10.0M | 2.88% | 00.0% | Unchanged |
| Skba Capital Management LLC | 80,096 | $10.0M | 2.00% | −150−0.2% | Reduced |
| Trexquant Investment LP | 80,326 | $10.1M | 0.80% | +16,730+26.3% | Added |
| BBVA USA | 80,385 | $10.1M | 0.59% | +873+1.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 80,454 | $10.1M | 3.01% | +664+0.8% | Added |
| Kempen Capital Management N.V. | 81,513 | $10.2M | 0.37% | +6,069+8.0% | Added |
| Peapack Gladstone Financial Corp | 81,992 | $10.3M | 0.21% | +31,641+62.8% | Added |
| Westchester Capital Management, Inc. | 82,198 | $10.3M | 2.87% | +1,045+1.3% | Added |
| Guardian Capital LP | 82,279 | $10.3M | 0.21% | −654−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 82,637 | $10.4M | 1.26% | +168+0.2% | Added |
| Achmea Investment Management B.V. | 83,630 | $10.5M | 0.32% | −2,378−2.8% | Reduced |
| Louisiana State Employees Retirement System | 83,700 | $10.5M | 0.25% | −200−0.2% | Reduced |
| Asymmetry Capital Management, L.P. | 83,737 | $10.5M | 6.31% | +83,737 | New |
| Kings Point Capital Management | 84,175 | $10.6M | 0.94% | +3,728+4.6% | Added |
| Synovus Financial Corp | 85,777 | $10.8M | 0.11% | +27,003+45.9% | Added |
| Haverford Financial Services, Inc. | 86,151 | $10.8M | 2.63% | −320.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 86,274 | $10.8M | 0.19% | −20,087−18.9% | Reduced |
| Telos Capital Management, Inc. | 86,586 | $10.9M | 1.49% | +1,842+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,877 | $10.9M | 0.26% | −707−0.8% | Reduced |
| Gratus Capital LLC | 87,463 | $11.0M | 1.18% | +3,485+4.1% | Added |
| Gotham Asset Management, LLC | 87,691 | $11.0M | 0.45% | +11,604+15.3% | Added |
| New Mexico Educational Retirement Board | 88,087 | $11.0M | 0.38% | −1,800−2.0% | Reduced |
| First Horizon Advisors, Inc. | 88,346 | $11.1M | 0.36% | +7,817+9.7% | Added |
| Novare Capital Management LLC | 89,084 | $11.2M | 1.24% | +1,596+1.8% | Added |
| Cinctive Capital Management LP | 89,372 | $11.2M | 0.61% | +82,297+1,163.2% | Added |
| Mark Stevens | 89,423 | $11.2M | 1.25% | −2,685−2.9% | Reduced |
| Omers Administration Corp | 89,497 | $11.2M | 0.16% | +89,497 | New |
| Pinnacle Financial Partners Inc | 89,902 | $11.3M | 0.40% | +3,234+3.7% | Added |
| Parthenon LLC | 90,697 | $11.4M | 1.71% | +185+0.2% | Added |
| FourThought Financial, LLC | 91,042 | $11.4M | 1.52% | +6,023+7.1% | Added |
| Independent Advisor Alliance | 91,178 | $11.4M | 0.64% | +1,855+2.1% | Added |
| Wilkins Investment Counsel Inc | 91,675 | $11.5M | 2.81% | +350+0.4% | Added |
| Washington Trust Bank | 92,784 | $11.6M | 1.36% | +5,140+5.9% | Added |
| Bailard, Inc. | 92,972 | $11.7M | 0.40% | +1,073+1.2% | Added |
| Pacer Advisors, Inc. | 93,366 | $11.7M | 0.15% | +17,680+23.4% | Added |
| Elo Mutual Pension Insurance Co | 93,673 | $11.7M | 0.38% | −845−0.9% | Reduced |
| Mercer Global Advisors Inc | 93,764 | $11.8M | 0.08% | −665−0.7% | Reduced |
| Vontobel Asset Management Inc | 107,314 | $11.8M | 0.07% | −258,502−70.7% | Reduced |
| Evoke Wealth, LLC | 93,908 | $11.8M | 0.44% | −1,276−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 95,805 | $12.0M | 0.90% | +95,805 | New |
| Huntington National Bank | 96,417 | $12.1M | 0.12% | +2,636+2.8% | Added |
| Socorro Asset Management LP | 96,621 | $12.1M | 3.41% | +13,147+15.7% | Added |
| Prospector Partners LLC | 96,650 | $12.1M | 1.56% | −1,550−1.6% | Reduced |
| Stack Financial Management, Inc | 96,728 | $12.1M | 1.16% | −411−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 96,758 | $12.1M | 1.08% | +39,649+69.4% | Added |
| Chemung Canal Trust Co | 96,767 | $12.1M | 2.33% | +2,089+2.2% | Added |
| United Asset Strategies, Inc. | 96,847 | $12.1M | 1.57% | +3,167+3.4% | Added |
| Cumberland Partners Ltd | 97,281 | $12.2M | 1.00% | +12,040+14.1% | Added |
| Captrust Financial Advisors | 97,210 | $12.2M | 0.10% | +7,437+8.3% | Added |
| Wealthfront Advisers LLC | 97,959 | $12.3M | 0.06% | +17,429+21.6% | Added |
| Corient Capital Partners, LLC | 98,217 | $12.3M | 0.90% | +11,609+13.4% | Added |
| Kestra Advisory Services, LLC | 98,382 | $12.3M | 0.12% | +10,914+12.5% | Added |