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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 480 | $60.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 481 | $60.0K | 0.01% | +25+5.5% | Added |
| Itau Unibanco Holding S.A. | 482 | $60.0K | 0.00% | +171+55.0% | Added |
| CastleArk Alternatives, LLC | 480 | $60.0K | 0.00% | +480 | New |
| O'Dell Group, LLC | 477 | $60.0K | 0.02% | +477 | New |
| Goodwin Investment Advisory | 481 | $60.0K | 0.06% | +481 | New |
| D'Orazio & Associates, Inc. | 494 | $62.0K | 0.02% | +394+394.0% | Added |
| Consolidated Planning Corp | 497 | $62.0K | 0.04% | +497 | New |
| Estate Counselors, LLC | 506 | $63.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $63.0K | 0.04% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 500 | $63.0K | 0.07% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 507 | $64.0K | 0.03% | −18,617−97.3% | Reduced |
| Savior LLC | 518 | $65.0K | 0.07% | −473−47.7% | Reduced |
| AllSquare Wealth Management LLC | 534 | $67.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 537 | $67.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 543 | $68.0K | 0.08% | −97−15.2% | Reduced |
| SOA Wealth Advisors, LLC. | 548 | $68.0K | 0.02% | +47+9.4% | Added |
| Freedman Financial Associates, Inc. | 549 | $69.0K | 0.05% | −95−14.8% | Reduced |
| USA Financial Portformulas Corp | 548 | $69.0K | 0.06% | +90+19.7% | Added |
| Red Tortoise LLC | 867 | $70.0K | 0.06% | +867 | New |
| Dark Forest Capital Management LP | 585 | $73.0K | 0.03% | −1,508−72.0% | Reduced |
| Raffa Wealth Management, LLC | 593 | $74.3K | 0.03% | +29+5.1% | Added |
| Okabena Investment Services Inc | 600 | $75.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 596 | $75.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 600 | $75.0K | 0.12% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 599 | $75.0K | 0.02% | +599 | New |
| West Branch Capital LLC | 603 | $76.0K | 0.04% | −26−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 605 | $76.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 617 | $77.3K | 0.03% | −6−1.0% | Reduced |
| Horrell Capital Management, Inc. | 620 | $78.0K | 0.03% | −80−11.4% | Reduced |
| Evolution Wealth Advisors, LLC | 623 | $78.0K | 0.02% | −77−11.0% | Reduced |
| Cypress Point Wealth Management, LLC | 625 | $78.0K | 0.06% | 00.0% | Unchanged |
| Gs Investments, Inc. | 632 | $79.0K | 0.04% | +82+14.9% | Added |
| First Financial Corp | 643 | $81.0K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 650 | $81.4K | 0.05% | −80,935−99.2% | Reduced |
| Earnest Partners LLC | 657 | $82.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 672 | $83.0K | 0.02% | 00.0% | Unchanged |
| QVR LLC | 676 | $85.0K | 0.17% | +676 | New |
| Baldrige Asset Management LLC | 688 | $86.0K | 0.04% | −809−54.0% | Reduced |
| Bell Investment Advisors, Inc | 685 | $86.0K | 0.03% | +685 | New |
| America First Investment Advisors, LLC | 695 | $87.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 728 | $91.0K | 0.01% | −52−6.7% | Reduced |
| Sterling Financial Planning, Inc. | 734 | $92.0K | 0.06% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 732 | $92.0K | 0.06% | +7+1.0% | Added |
| Kozak & Associates, Inc. | 793 | $93.0K | 0.05% | +793 | New |
| Atwood & Palmer Inc | 775 | $97.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 780 | $98.0K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 817 | $102.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 840 | $105.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 848 | $106.0K | 0.04% | +225+36.1% | Added |
| Hexagon Capital Partners LLC | 869 | $109.0K | 0.03% | +20+2.4% | Added |
| Costello Asset Management, INC | 875 | $110.0K | 0.07% | −75−7.9% | Reduced |
| Newfound Research LLC | 884 | $111.0K | 0.18% | +539+156.2% | Added |
| Sterling Investment Advisors, Ltd. | 904 | $113.0K | 0.03% | −169−15.8% | Reduced |
| Stephens Investment Management Group LLC | 908 | $114.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 915 | $115.0K | 0.05% | +50+5.8% | Added |
| MCF Advisors LLC | 915 | $115.0K | 0.01% | +57+6.6% | Added |
| Optimum Investment Advisors | 950 | $119.0K | 0.05% | −1,450−60.4% | Reduced |
| Liberty Wealth Management LLC | 979 | $121.0K | 0.04% | +338+52.7% | Added |
| TD Ameritrade Investment Management, LLC | 1,160 | $121.0K | 0.00% | +1,081+1,368.4% | Added |
| Standard Family Office LLC | 1,000 | $125.0K | 0.04% | −8,270−89.2% | Reduced |
| West Financial Advisors, LLC | 1,000 | $125.0K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,010 | $127.0K | 0.02% | −2,990−74.8% | Reduced |
| Investors Research Corp | 1,029 | $129.0K | 0.04% | −5−0.5% | Reduced |
| Knott David M | 1,050 | $132.0K | 0.06% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 1,100 | $138.0K | 0.21% | 00.0% | Unchanged |
| Accel Wealth Management | 1,104 | $138.0K | 0.09% | +3+0.3% | Added |
| Lenox Wealth Advisors, LLC | 1,119 | $140.0K | 0.02% | +684+157.2% | Added |
| Wealth Quarterback LLC | 9,046 | $145.0K | 0.10% | +7,872+670.5% | Added |
| Piscataqua Savings Bank | 1,172 | $147.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,433 | $149.0K | 0.11% | −2,950−67.3% | Reduced |
| Motco | 1,192 | $149.0K | 0.01% | +14+1.2% | Added |
| Baystate Wealth Management LLC | 1,192 | $149.0K | 0.01% | +54+4.7% | Added |
| Norway Savings Bank | 1,214 | $152.0K | 0.07% | −1−0.1% | Reduced |
| Old North State Trust, LLC | 1,211 | $152.0K | 0.14% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,235 | $155.0K | 0.06% | −128−9.4% | Reduced |
| BDO Wealth Advisors, LLC | 1,239 | $155.0K | 0.02% | +76+6.5% | Added |
| Harvest Fund Management Co., Ltd | 1,271 | $159.0K | 0.04% | +421+49.5% | Added |
| JFS Wealth Advisors, LLC | 1,301 | $163.0K | 0.02% | +1,008+344.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,312 | $164.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,320 | $165.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,316 | $165.0K | 0.07% | +125+10.5% | Added |
| Blume Capital Management, Inc. | 1,334 | $167.0K | 0.06% | +234+21.3% | Added |
| Legacy Bridge, LLC | 1,340 | $168.0K | 0.10% | +40+3.1% | Added |
| Country Trust Bank | 1,350 | $169.0K | 0.00% | +104+8.3% | Added |
| Key Financial Inc | 1,356 | $170.0K | 0.10% | +12+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,397 | $175.0K | 0.04% | −100−6.7% | Reduced |
| Global Trust Asset Management, LLC | 1,411 | $177.0K | 0.08% | −70−4.7% | Reduced |
| Clean Yield Group | 1,424 | $178.0K | 0.06% | −741−34.2% | Reduced |
| State of Wyoming | 1,454 | $182.0K | 0.12% | +527+56.9% | Added |
| Concord Wealth Partners | 1,480 | $186.0K | 0.08% | −1,870−55.8% | Reduced |
| Ellis Investment Partners, LLC | 1,484 | $186.0K | 0.05% | −43−2.8% | Reduced |
| Tompkins Financial Corp | 1,487 | $186.0K | 0.03% | +1,487 | New |
| Rock Creek Group, LP | 1,524 | $191.0K | 0.03% | −1,045−40.7% | Reduced |
| Barrett Asset Management, LLC | 1,535 | $192.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,530 | $192.0K | 0.14% | −5−0.3% | Reduced |
| Rockbridge Investment Management, LCC | 1,536 | $193.0K | 0.03% | −13−0.8% | Reduced |
| Magellan Asset Management Ltd | 1,544 | $194.0K | 0.00% | +101+7.0% | Added |
| Centerpoint Advisors, LLC | 1,568 | $197.0K | 0.09% | +7+0.4% | Added |
| Stokes Family Office, LLC | 1,598 | $200.0K | 0.03% | +1,598 | New |