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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
Vigilant Capital Management, LLC2,799$351.0K0.03%+509+22.2%Added
UMA Financial Services, Inc.2,758$352.0K0.10%+41+1.5%Added
Independent Investors Inc2,813$353.0K0.09%00.0%Unchanged
Pinnacle Bancorp, Inc.2,817$353.0K0.14%+67+2.4%Added
Whalerock Point Partners, LLC2,830$355.0K0.14%00.0%Unchanged
Veracity Capital LLC2,829$355.0K0.15%+181+6.8%Added
White Lighthouse Investment Management Inc.2,843$356.0K0.10%+125+4.6%Added
LeJeune Puetz Investment Counsel LLC2,842$356.0K0.13%+876+44.6%Added
Angeles Investment Advisors, LLC2,823$356.0K0.02%+2,823New
Charter Trust Co2,848$357.0K0.03%−15−0.5%Reduced
Glassman Wealth Services2,863$359.0K0.08%+127+4.6%Added
Bank of New Hampshire2,900$360.0K0.10%00.0%Unchanged
LGL Partners, LLC2,872$360.0K0.22%+2+0.1%Added
Holistic Financial Partners2,871$360.0K0.22%+301+11.7%Added
Convergence Investment Partners, LLC2,896$363.0K0.19%−88−2.9%Reduced
Nations Financial Group Inc,2,900$364.0K0.06%−13−0.4%Reduced
American Investment Services, Inc.2,902$364.0K0.08%00.0%Unchanged
First Pacific Advisors, LP2,900$364.0K0.00%00.0%Unchanged
Enlightenment Research, LLC2,900$364.0K0.44%+2,900New
Cedar Brook Financial Partners, LLC2,926$367.0K0.11%−1,460−33.3%Reduced
Henry James International Management, Inc.2,926$367.0K0.12%00.0%Unchanged
CoreFirst Bank & Trust2,923$367.0K0.25%00.0%Unchanged
XTX Topco Ltd2,932$368.0K0.12%+2,932New
D.B. Root & Company, LLC2,949$369.0K0.14%−566−16.1%Reduced
Chesley Taft & Associates LLC2,941$369.0K0.02%+23+0.8%Added
Hurlow Wealth Management Group, Inc.2,959$371.0K0.22%00.0%Unchanged
Quadrant Private Wealth Management, LLC2,968$372.0K0.15%−50−1.7%Reduced
Summit Financial Group Inc2,970$372.0K0.13%00.0%Unchanged
Allen Capital Group, LLC2,966$372.0K0.08%+12+0.4%Added
Axiom Investment Management LLC2,980$373.0K0.37%+10+0.3%Added
YorkBridge Wealth Partners, LLC2,983$374.0K0.09%00.0%Unchanged
Murphy Capital Management Inc3,005$376.0K0.04%−100−3.2%Reduced
Copernicus Capital Management, LLC3,000$376.0K4.55%+3,000New
Brewin Dolphin Wealth Management Ltd3,000$376.1K0.04%00.0%Unchanged
Center for Financial Planning, Inc.3,013$378.0K0.09%+146+5.1%Added
Laurel Wealth Advisors, Inc.3,025$379.0K0.07%−360−10.6%Reduced
Seelaus Asset Management LLC3,025$379.0K0.22%−50−1.6%Reduced
Institute for Wealth Management, LLC.3,031$380.0K0.07%00.0%Unchanged
55I, LLC3,027$380.0K0.01%+568+23.1%Added
360 Financial, Inc.3,033$380.0K0.20%+920+43.5%Added
Meridian Wealth Management, LLC3,059$383.0K0.05%−152−4.7%Reduced
Ogorek Anthony Joseph3,058$383.0K0.17%00.0%Unchanged
Koss-Olinger Consulting, LLC3,056$383.0K0.06%+1,296+73.6%Added
Founders Financial Alliance, LLC3,068$384.0K0.18%−258−7.8%Reduced
Northeast Financial Consultants Inc3,070$385.0K0.03%−623−16.9%Reduced
Delta Asset Management LLC3,083$386.0K0.04%+18+0.6%Added
High Pines Wealth Management, LLC3,093$388.0K0.27%00.0%Unchanged
Profit Investment Management, LLC3,093$388.0K0.27%00.0%Unchanged
Punch & Associates Investment Management, Inc.3,100$389.0K0.02%+400+14.8%Added
Robertson Stephens Wealth Management, LLC3,104$391.0K0.05%−649−17.3%Reduced
Paces Ferry Wealth Advisors, LLC3,118$391.0K0.31%+129+4.3%Added
Total Clarity Wealth Management, Inc.3,117$391.0K0.19%+467+17.6%Added
First Dallas Securities Inc.3,125$392.0K0.27%−200−6.0%Reduced
Acima Private Wealth, LLC3,125$392.0K0.18%−59−1.9%Reduced
Krane Funds Advisors LLC3,139$393.0K0.01%−1,281−29.0%Reduced
DeDora Capital, Inc.3,147$394.0K0.17%−115−3.5%Reduced
Sage Rhino Capital LLC3,141$394.0K0.12%−5−0.2%Reduced
Heritage Wealth Management, LLC3,148$395.0K0.14%+487+18.3%Added
JJJ Advisors Inc.3,151$395.0K0.14%+798+33.9%Added
Colonial Trust Advisors3,170$397.0K0.05%+69+2.2%Added
First National Bank3,165$397.0K0.38%+3,165New
Samalin Investment Counsel, LLC3,176$398.0K0.26%−8−0.3%Reduced
Cohen & Steers, Inc.3,178$398.0K0.00%00.0%Unchanged
Beaton Management Co. Inc.3,177$398.0K0.26%00.0%Unchanged
Physicians Financial Services, Inc.3,191$400.0K0.16%00.0%Unchanged
Toews Corp3,200$401.0K0.05%+3,200New
WMS Partners, LLC3,229$405.0K0.06%+68+2.2%Added
Two Sigma Securities, LLC3,227$405.0K0.08%+3,227New
Ssi Investment Management LLC3,226$406.0K0.02%00.0%Unchanged
Chicago Partners Investment Group LLC3,402$407.0K0.03%+7+0.2%Added
Zeke Capital Advisors, LLC3,250$407.0K0.02%+16+0.5%Added
Advisor OS, LLC3,253$408.0K0.09%+36+1.1%Added
Bulltick Wealth Management, LLC3,240$408.2K0.09%+10.0%Added
Wisconsin Capital Management LLC3,263$409.0K0.17%−1,700−34.3%Reduced
Nwam LLC3,265$409.0K0.04%−160−4.7%Reduced
Ridgewood Investments LLC3,300$414.0K0.28%−1,984−37.5%Reduced
Carret Asset Management, LLC3,309$415.0K0.05%−174−5.0%Reduced
Peoples Bank3,322$416.0K0.22%00.0%Unchanged
LBMC Investment Advisors, LLC1,518$417.0K0.04%−746−33.0%Reduced
Harbor Financial Services, LLC3,333$418.0K0.18%+188+6.0%Added
Aull & Monroe Investment Management Corp3,352$420.0K0.21%00.0%Unchanged
Barry Investment Advisors, LLC3,340$421.0K0.12%+2+0.1%Added
Capital Advisors, Ltd. LLC3,365$422.0K0.08%+3,365New
American State Bank (Iowa)3,379$423.6K0.33%00.0%Unchanged
Advisors Management Group Inc3,381$424.0K0.13%−100−2.9%Reduced
Perritt Capital Management Inc3,382$424.0K0.23%00.0%Unchanged
Franklin Street Advisors Inc3,390$425.0K0.04%−983−22.5%Reduced
S.E.E.D. Planning Group LLC3,392$425.0K0.20%+352+11.6%Added
DF Dent & Co Inc3,418$428.0K0.00%−189−5.2%Reduced
Court Place Advisors, LLC3,441$431.0K0.13%00.0%Unchanged
Summit Financial Strategies, Inc.3,440$431.0K0.09%+178+5.5%Added
Cooper/Haims Advisors, LLC3,462$432.0K0.26%+1,731+100.0%Added
Maryland Capital Management3,452$433.0K0.03%−106−3.0%Reduced
Alps Advisors Inc3,458$433.0K0.00%+385+12.5%Added
Edgestream Partners, L.P.3,465$434.0K0.03%−74,292−95.5%Reduced
Matrix Private Capital Group LLC3,444$434.0K0.23%+98+2.9%Added
Tranquility Partners, LLC3,463$434.0K0.22%+327+10.4%Added
RSM US Wealth Management LLC3,468$435.0K0.02%+346+11.1%Added
Westover Capital Advisors, LLC3,482$436.0K0.14%00.0%Unchanged
Alethea Capital Management, LLC3,500$439.0K0.39%00.0%Unchanged