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 |
|---|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 2,084 | $261.0K | 0.11% | −144−6.5% | Reduced |
| Roman Butler Fullerton & Co | 2,164 | $261.0K | 0.12% | +11+0.5% | Added |
| Beck Mack & Oliver LLC | 2,093 | $262.0K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,106 | $264.0K | 0.02% | −465−18.1% | Reduced |
| Sloy Dahl & Holst, LLC | 2,118 | $265.0K | 0.06% | +2,118 | New |
| Madden Securities Corp | 2,125 | $266.0K | 0.14% | −800−27.4% | Reduced |
| PDS Planning, Inc | 2,134 | $267.0K | 0.06% | +171+8.7% | Added |
| Shoker Investment Counsel, Inc. | 2,140 | $268.0K | 0.13% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,150 | $271.0K | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,158 | $271.0K | 0.03% | +2,158 | New |
| Emfo, LLC | 2,171 | $272.0K | 0.24% | −100−4.4% | Reduced |
| FLC Capital Advisors | 2,170 | $272.0K | 0.08% | 00.0% | Unchanged |
| KCS Wealth Advisory | 2,171 | $272.0K | 0.13% | +12+0.6% | Added |
| OneAscent Wealth Management LLC | 2,168 | $272.0K | 0.31% | +2,168 | New |
| Kore Private Wealth LLC | 2,184 | $274.0K | 0.03% | −181−7.7% | Reduced |
| Hayek Kallen Investment Management | 2,183 | $274.0K | 0.12% | 00.0% | Unchanged |
| Somerset Group LLC | 2,186 | $274.0K | 0.20% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,188 | $274.0K | 0.14% | +2,188 | New |
| Greenwood Capital Associates LLC | 2,191 | $275.0K | 0.04% | −586−21.1% | Reduced |
| Lincoln Capital LLC | 2,191 | $275.0K | 0.07% | 00.0% | Unchanged |
| SP Asset Management | 2,266 | $278.0K | 0.03% | +3+0.1% | Added |
| Cabot Wealth Management Inc | 2,215 | $278.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,219 | $278.0K | 0.14% | +10+0.5% | Added |
| Abacus Wealth Partners, LLC | 2,227 | $279.2K | 0.10% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,235 | $280.0K | 0.23% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,156 | $280.0K | 0.20% | −89−4.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,236 | $280.0K | 0.25% | +7+0.3% | Added |
| Insight Folios Inc | 2,232 | $280.0K | 0.15% | +267+13.6% | Added |
| Columbia Trust Co 01012016 | 2,243 | $281.0K | 0.15% | −455−16.9% | Reduced |
| CFO4Life Group, LLC | 2,244 | $281.0K | 0.07% | +511+29.5% | Added |
| Hemenway Trust Co LLC | 2,252 | $282.0K | 0.03% | 00.0% | Unchanged |
| Retirement Solution Inc. | 2,249 | $282.0K | 0.13% | +2,249 | New |
| Peak Planning Group, LLC | 2,252 | $282.3K | 0.24% | +2,252 | New |
| Am Investment Strategies LLC | 2,259 | $283.0K | 0.07% | +2+0.1% | Added |
| Eagle Bay Advisors LLC | 2,251 | $283.0K | 0.17% | +762+51.2% | Added |
| Exencial Wealth Advisors, LLC | 2,279 | $286.0K | 0.01% | −4,850−68.0% | Reduced |
| Corundum Group, Inc. | 2,285 | $286.0K | 0.21% | −134−5.5% | Reduced |
| Resource Management, LLC | 2,280 | $286.0K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,285 | $286.0K | 0.12% | +47+2.1% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,288 | $287.0K | 0.12% | −221−8.8% | Reduced |
| Patron Partners Advisors, LLC | 2,303 | $288.0K | 0.21% | +70+3.1% | Added |
| Fermata Advisors, LLC | 2,302 | $289.0K | 0.13% | −4−0.2% | Reduced |
| White Pine Capital LLC | 2,322 | $291.0K | 0.09% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,320 | $291.0K | 0.02% | +191+9.0% | Added |
| Bank Hapoalim BM | 2,331 | $292.0K | 0.03% | +2,331 | New |
| Seven Springs Wealth Group, LLC | 2,347 | $294.0K | 0.14% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 2,352 | $294.0K | 0.03% | +238+11.3% | Added |
| Retirement Capital Strategies | 2,390 | $300.0K | 0.12% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,394 | $300.0K | 0.13% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,398 | $301.0K | 0.11% | −6−0.2% | Reduced |
| Austin Private Wealth, LLC | 2,399 | $301.0K | 0.07% | +176+7.9% | Added |
| Carolinas Wealth Consulting LLC | 2,411 | $304.0K | 0.07% | −835−25.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,436 | $305.0K | 0.19% | +100+4.3% | Added |
| Chicago Capital, LLC | 2,443 | $306.0K | 0.01% | +443+22.2% | Added |
| Successful Portfolios LLC | 2,447 | $307.0K | 0.18% | +18+0.7% | Added |
| Private Wealth Strategies, L.L.C. | 2,449 | $307.0K | 0.08% | +653+36.4% | Added |
| Patton Albertson Miller Group, LLC | 2,465 | $309.0K | 0.06% | +184+8.1% | Added |
| Modera Wealth Management, LLC | 2,463 | $309.0K | 0.02% | +653+36.1% | Added |
| Sky Investment Group LLC | 2,480 | $311.0K | 0.07% | −34−1.4% | Reduced |
| Excalibur Management Corp | 2,486 | $312.0K | 0.14% | +62+2.6% | Added |
| MidWestOne Financial Group, Inc. | 2,505 | $314.0K | 0.07% | −37−1.5% | Reduced |
| Advus Financial Partners, LLC | 3,039 | $314.4K | 0.17% | +3,039 | New |
| Community Bank of Raymore | 2,515 | $315.0K | 0.09% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,507 | $316.0K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 2,521 | $316.0K | 0.03% | +93+3.8% | Added |
| Welch Group, LLC | 2,535 | $318.0K | 0.02% | +437+20.8% | Added |
| Wedge Capital Management L L P | 2,541 | $319.0K | 0.00% | +2,541 | New |
| Baldwin Investment Management, LLC | 2,550 | $320.0K | 0.06% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 2,563 | $321.0K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2,564 | $321.0K | 0.15% | +10.0% | Added |
| Poehling Capital Management, LLC | 2,574 | $323.0K | 0.11% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,577 | $323.0K | 0.16% | +26+1.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,575 | $323.0K | 0.07% | +165+6.8% | Added |
| Jeppson Wealth Management, LLC | 2,585 | $324.0K | 0.17% | 00.0% | Unchanged |
| First Command Bank | 2,595 | $325.0K | 0.06% | +62+2.4% | Added |
| First Command Financial Services, Inc. | 2,595 | $325.0K | 0.06% | +62+2.4% | Added |
| VisionPoint Advisory Group, LLC | 2,655 | $326.0K | 0.15% | +33+1.3% | Added |
| Perkins Capital Management Inc | 2,600 | $326.0K | 0.20% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,600 | $326.0K | 0.21% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,622 | $328.0K | 0.09% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,616 | $328.0K | 0.01% | +166+6.8% | Added |
| Sunburst Financial Group, LLC | 2,637 | $331.0K | 0.21% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,654 | $333.0K | 0.14% | +10.0% | Added |
| Eos Focused Equity Management, L.P. | 2,672 | $335.0K | 0.26% | +2,672 | New |
| Abundance Wealth Counselors | 2,688 | $337.0K | 0.20% | −195−6.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,685 | $337.0K | 0.02% | −50−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,698 | $338.0K | 0.24% | −26−1.0% | Reduced |
| Arkadios Wealth Advisors | 2,700 | $338.0K | 0.05% | −17−0.6% | Reduced |
| Centiva Capital, LP | 2,692 | $338.0K | 0.03% | +2,692 | New |
| TRUE Private Wealth Advisors | 2,701 | $340.0K | 0.05% | +516+23.6% | Added |
| Phoenix Wealth Advisors | 2,720 | $341.0K | 0.25% | +85+3.2% | Added |
| First Personal Financial Services | 2,731 | $342.0K | 0.09% | 00.0% | Unchanged |
| Bell Bank | 2,733 | $343.0K | 0.04% | 00.0% | Unchanged |
| ACG Wealth | 2,740 | $343.0K | 0.05% | +5+0.2% | Added |
| HHM Wealth Advisors, LLC | 2,771 | $347.0K | 0.09% | −81−2.8% | Reduced |
| Gryphon Financial Partners LLC | 2,775 | $348.0K | 0.08% | −354−11.3% | Reduced |
| Hudock, Inc. | 2,780 | $348.0K | 0.10% | +69+2.5% | Added |
| Onyx Bridge Wealth Group LLC | 2,885 | $348.0K | 0.13% | +830+40.4% | Added |
| Lineweaver Wealth Advisors, LLC | 2,796 | $350.0K | 0.11% | +231+9.0% | Added |
| Krilogy Financial LLC | 2,799 | $351.0K | 0.04% | −61−2.1% | Reduced |