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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; 2,150 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.

Institutional holdersQ3 2021: 2,038 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 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 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$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
Wealth Management Associates, Inc.1,603$200.9K0.12%+1,603New
Sather Financial Group Inc1,600$201.0K0.02%+1,600New
Fulcrum Equity Management1,606$201.0K0.08%+1,606New
Garrison Point Advisors, LLC1,600$201.0K0.15%+1,600New
Adell Harriman & Carpenter Inc1,613$202.2K0.02%+1,613New
David Loasby1,619$203.0K0.03%+1,619New
Staley Capital Advisers Inc1,624$204.0K0.01%00.0%Unchanged
Nicolet Bankshares Inc1,631$204.0K0.05%+1,631New
Botty Investors LLC1,631$205.0K0.06%+1,631New
Palumbo Wealth Management LLC1,646$206.0K0.14%−217−11.6%Reduced
Addison Capital Co1,639$206.0K0.10%00.0%Unchanged
Exane Derivatives1,644$206.1K0.05%+909+123.7%Added
Amussen Hunsaker Associates LLC1,652$207.0K0.06%+1,652New
Octavia Wealth Advisors, LLC1,643$207.0K0.05%+1,643New
Garner Asset Management Corp1,663$208.0K0.10%00.0%Unchanged
Partners in Financial Planning1,662$208.3K0.07%+48+3.0%Added
Tempus Wealth Planning, LLC1,666$209.0K0.12%+1,666New
BFT Financial Group, LLC1,672$210.0K0.04%−50−2.9%Reduced
Occidental Asset Management, LLC1,678$210.0K0.05%00.0%Unchanged
StrongBox Wealth, LLC1,677$210.0K0.12%00.0%Unchanged
Titus Wealth Management1,686$212.0K0.11%+47+2.9%Added
Capital One Financial Corp1,694$212.0K0.03%+1,694New
Sax Wealth Advisors, LLC1,700$213.0K0.05%00.0%Unchanged
Chesapeake Wealth Management1,706$214.0K0.08%−687−28.7%Reduced
Ontario Teachers Pension Plan Board1,708$214.0K0.00%+1,708New
Atlas Brown,Inc.1,718$215.0K0.09%−41−2.3%Reduced
Altavista Wealth Management, Inc.1,714$215.0K0.05%−41−2.3%Reduced
Sage Private Wealth Group, LLC1,720$216.0K0.30%+37+2.2%Added
Jump Financial, LLC1,732$217.0K0.02%−2,505−59.1%Reduced
Diversified Portfolios, Inc.1,734$217.0K0.06%00.0%Unchanged
Satovsky Asset Management LLC1,734$217.0K0.16%+9+0.5%Added
Prostatis Group LLC1,737$217.7K0.13%+68+4.1%Added
Shepherd Financial Partners LLC1,740$218.0K0.04%+23+1.3%Added
Budros, Ruhlin & Roe, Inc.1,746$219.0K0.02%00.0%Unchanged
Valley Brook Capital Group1,750$219.0K0.22%+25+1.4%Added
Dixon Hubard Feinour & Brown Inc1,755$220.0K0.05%00.0%Unchanged
Acorn Financial Advisory Services Inc1,752$220.0K0.07%+1,752New
Accurate Wealth Management, LLC1,765$220.0K0.19%+1,765New
Galvin, Gaustad & Stein, LLC1,763$221.0K0.02%−36−2.0%Reduced
Abner Herrman & Brock LLC1,763$221.0K0.03%00.0%Unchanged
Veritas Investment Management (UK) Ltd1,761$221.0K0.04%00.0%Unchanged
Resonant Capital Advisors, LLC1,751$221.0K0.04%+1,751New
Central Bank & Trust Co1,781$223.0K0.04%00.0%Unchanged
Armor Investment Advisors, LLC1,790$224.0K0.14%−100−5.3%Reduced
Security National Bank1,787$224.0K0.06%+52+3.0%Added
JSF Financial, LLC1,792$225.0K0.11%+1,792New
Formidable Asset Management, LLC1,807$226.0K0.04%−69−3.7%Reduced
Overbrook Management Corp1,801$226.0K0.05%00.0%Unchanged
Eastern Bank1,799$226.0K0.01%00.0%Unchanged
Bremer Bank National Association1,812$227.0K0.04%−739−29.0%Reduced
Red Door Wealth Management, LLC1,812$227.0K0.09%−115−6.0%Reduced
WNY Asset Management, LLC1,803$228.0K0.08%+41+2.3%Added
Sadoff Investment Management LLC1,829$229.0K0.02%+1,829New
Paradigm Financial Partners, LLC1,804$229.0K0.05%+1,804New
Cottage Street Advisors LLC1,675$230.0K0.15%+1,675New
Dorchester Wealth Management Co1,841$231.0K0.06%−507−21.6%Reduced
AGF Investments LLC1,845$231.0K0.02%−164−8.2%Reduced
High Falls Advisors, Inc1,854$232.0K0.06%−161−8.0%Reduced
F3Logic, LLC1,836$232.0K0.03%−45−2.4%Reduced
Tower Wealth Partners, Inc.1,849$232.0K0.24%+46+2.6%Added
NinePointTwo Capital1,862$233.0K0.09%−1,136−37.9%Reduced
Univest Financial Corp1,872$235.0K0.07%−719−27.7%Reduced
Zevin Asset Management LLC1,882$236.0K0.04%+106+6.0%Added
Morningstar Investment Services LLC1,865$236.0K0.00%+1,865New
Strategic Advisors LLC1,888$236.0K0.05%+1,888New
Beta Wealth Group, Inc.1,900$237.0K0.17%00.0%Unchanged
Circle Wealth Management, LLC1,893$237.0K0.03%+4+0.2%Added
Wealth Architects, LLC1,893$237.0K0.05%+92+5.1%Added
TNF LLC2,149$237.0K0.10%+2,149New
Palladiem, LLC1,900$238.0K0.19%00.0%Unchanged
Bingham Osborn & Scarborough LLC1,902$238.0K0.02%+183+10.6%Added
Secure Asset Management, LLC1,915$240.0K0.12%−119−5.9%Reduced
Norris Perne & French LLP1,927$242.0K0.02%+1+0.1%Added
Seascape Capital Management1,927$242.0K0.12%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.1,958$245.0K0.04%−23−1.2%Reduced
Redwood Investments, LLC1,952$245.0K0.02%00.0%Unchanged
FFT Wealth Management LLC1,952$245.0K0.02%+230+13.4%Added
PBMares Wealth Management LLC1,962$246.0K0.12%00.0%Unchanged
Signature Wealth Management Partners, LLC1,960$246.0K0.22%00.0%Unchanged
Hyman Charles D1,968$247.0K0.02%00.0%Unchanged
Paradigm Financial Advisors, LLC1,982$248.0K0.06%00.0%Unchanged
Asset Dedication, LLC2,003$249.0K0.03%+225+12.7%Added
Salem Investment Counselors Inc1,993$250.0K0.01%00.0%Unchanged
Visionary Wealth Advisors2,002$251.0K0.03%−85−4.1%Reduced
Seven Post Investment Office LP2,000$251.0K0.08%00.0%Unchanged
Berkeley Capital Partners, LLC2,000$251.0K0.12%+105+5.5%Added
LexAurum Advisors, LLC2,000$251.0K0.07%+124+6.6%Added
Marshall Financial Group Inc2,003$251.0K0.11%+277+16.0%Added
Blue Fin Capital, Inc.2,016$252.0K0.08%−337−14.3%Reduced
Endurance Wealth Management, Inc.2,010$252.0K0.03%00.0%Unchanged
Menard Financial Group LLC2,019$253.0K0.22%−26−1.3%Reduced
Schneider Downs Wealth Management Advisors, LP2,018$253.0K0.07%−10−0.5%Reduced
Journey Advisory Group, LLC2,016$253.0K0.08%+28+1.4%Added
WealthTrust Axiom LLC2,035$255.0K0.09%00.0%Unchanged
Alexandria Capital, LLC2,036$255.0K0.02%+14+0.7%Added
Global Strategic Investment Solutions, LLC2,034$255.0K0.04%+370+22.2%Added
LVM Capital Management Ltd2,052$257.0K0.04%+40+2.0%Added
River Wealth Advisors LLC2,058$258.0K0.04%−103−4.8%Reduced
WD Rutherford LLC2,067$259.0K0.14%−40−1.9%Reduced
Warren Averett Asset Management, LLC2,170$259.0K0.02%+583+36.7%Added