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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 3,510 | $440.0K | 0.02% | −113−3.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,514 | $440.0K | 0.01% | +2,913+484.7% | Added |
| Equitable Holdings, Inc. | 3,522 | $441.0K | 0.01% | −63−1.8% | Reduced |
| Inverness Counsel LLC | 3,522 | $441.0K | 0.02% | +1,713+94.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,530 | $442.0K | 0.02% | −46−1.3% | Reduced |
| Cypress Capital Group | 3,525 | $442.0K | 0.06% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,513 | $443.0K | 0.06% | +340+10.7% | Added |
| WBH Advisory Inc | 3,544 | $444.0K | 0.06% | 00.0% | Unchanged |
| CPWM, LLC | 3,570 | $448.0K | 0.04% | +29+0.8% | Added |
| Graypoint LLC | 3,602 | $452.0K | 0.06% | +856+31.2% | Added |
| Twin Focus Capital Partners, LLC | 3,612 | $453.0K | 0.11% | +508+16.4% | Added |
| Old National Bancorp | 3,624 | $454.0K | 0.02% | −57−1.5% | Reduced |
| Lion Street Advisors, LLC | 3,622 | $454.0K | 0.24% | +3,622 | New |
| KB Financial Partners, LLC | 3,630 | $455.0K | 0.17% | +315+9.5% | Added |
| Perigon Wealth Management, LLC | 3,657 | $458.0K | 0.04% | −220−5.7% | Reduced |
| South State Corp. | 3,666 | $460.0K | 0.04% | +79+2.2% | Added |
| Grove Bank & Trust | 3,689 | $462.0K | 0.10% | −7,729−67.7% | Reduced |
| jvl associates llc | 3,689 | $462.0K | 0.32% | +9+0.2% | Added |
| Aviance Capital Partners, LLC | 3,690 | $463.0K | 0.08% | −75−2.0% | Reduced |
| Engineers Gate Manager LP | 3,700 | $464.0K | 0.03% | −1,510−29.0% | Reduced |
| Institutional & Family Asset Management, LLC | 3,702 | $464.0K | 0.07% | +187+5.3% | Added |
| Mosaic Family Wealth, LLC | 3,703 | $464.0K | 0.13% | +289+8.5% | Added |
| Northeast Investment Management | 3,716 | $466.0K | 0.02% | +564+17.9% | Added |
| Capital Planning Advisors, LLC | 3,727 | $467.0K | 0.10% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 3,728 | $467.0K | 0.11% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 3,725 | $467.0K | 0.15% | 00.0% | Unchanged |
| Regent Investment Management LLC | 3,757 | $471.0K | 0.11% | +60+1.6% | Added |
| Private Capital Group, LLC | 3,749 | $472.0K | 0.11% | −10.0% | Reduced |
| Stillwater Investment Management, LLC | 3,764 | $472.0K | 0.13% | +3,764 | New |
| Bluefin Capital Management, LLC | 3,775 | $473.0K | 0.05% | +3,775 | New |
| 1776 Wealth LLC | 3,785 | $475.0K | 0.27% | −1,120−22.8% | Reduced |
| Investment Partners, Ltd. | 3,791 | $475.0K | 0.22% | +64+1.7% | Added |
| KMG Fiduciary Partners, LLC | 3,803 | $477.0K | 0.08% | −6,231−62.1% | Reduced |
| Searle & Co. | 3,819 | $479.0K | 0.20% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 3,826 | $480.0K | 0.20% | −81−2.1% | Reduced |
| Almanack Investment Partners, LLC. | 3,820 | $481.0K | 0.04% | −120−3.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 3,846 | $482.0K | 0.03% | +455+13.4% | Added |
| Cobblestone Capital Advisors LLC | 3,855 | $483.0K | 0.03% | −145−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 3,866 | $484.0K | 0.12% | +453+13.3% | Added |
| Simmons Bank | 3,873 | $485.0K | 0.04% | −33−0.8% | Reduced |
| LPWM LLC | 3,820 | $486.0K | 0.29% | +41+1.1% | Added |
| Buckley Wealth Management, LLC | 3,880 | $486.0K | 0.16% | +507+15.0% | Added |
| Douglas Lane & Associates, LLC | 3,879 | $486.0K | 0.01% | +854+28.2% | Added |
| Essex Savings Bank | 3,652 | $487.0K | 0.18% | −30−0.8% | Reduced |
| Carlson Capital Management | 3,905 | $489.0K | 0.05% | +106+2.8% | Added |
| SOL Capital Management CO | 3,906 | $490.0K | 0.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,927 | $492.0K | 0.31% | +147+3.9% | Added |
| Bridgefront Capital, LLC | 3,922 | $492.0K | 0.51% | +2,019+106.1% | Added |
| CFM Wealth Partners LLC | 3,940 | $493.0K | 0.12% | +66+1.7% | Added |
| Ninepoint Partners LP | 3,937 | $494.0K | 0.18% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,942 | $494.0K | 0.20% | +39+1.0% | Added |
| Aries Wealth Management | 3,950 | $495.0K | 0.21% | +114+3.0% | Added |
| E Fund Management Co., Ltd. | 3,941 | $496.0K | 0.02% | +3,941 | New |
| Geller Advisors LLC | 3,965 | $500.0K | 0.11% | −203−4.9% | Reduced |
| Iron Financial, LLC | 4,009 | $503.0K | 0.24% | +4,009 | New |
| Archford Capital Strategies, LLC | 4,020 | $504.0K | 0.12% | +60+1.5% | Added |
| SevenBridge Financial Group, LLC | 4,041 | $507.0K | 0.17% | −10.0% | Reduced |
| West Family Investments, Inc. | 4,064 | $509.0K | 0.14% | −819−16.8% | Reduced |
| Change Path, LLC | 4,060 | $509.0K | 0.03% | +224+5.8% | Added |
| Prio Wealth Limited Partnership | 4,071 | $510.0K | 0.02% | −6−0.1% | Reduced |
| Calton & Associates, Inc. | 4,113 | $515.0K | 0.11% | −671−14.0% | Reduced |
| First Citizens Financial Corp | 4,123 | $517.0K | 0.41% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 4,154 | $521.0K | 0.40% | −150−3.5% | Reduced |
| Covenant Multifamily Offices, LLC | 4,174 | $525.0K | 0.09% | −2,539−37.8% | Reduced |
| Azimuth Capital Management LLC | 4,193 | $526.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4,197 | $526.0K | 0.23% | +6+0.1% | Added |
| Benjamin Edwards Inc | 4,199 | $526.0K | 0.32% | +793+23.3% | Added |
| Twin Lakes Capital Management, LLC | 4,207 | $527.0K | 0.31% | +6+0.1% | Added |
| Future Financial Wealth Managment LLC | 4,251 | $528.0K | 0.54% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,214 | $528.0K | 0.02% | +747+21.5% | Added |
| Smith Shellnut Wilson LLC | 4,236 | $531.0K | 0.31% | +34+0.8% | Added |
| Thrive Capital Management, LLC | 4,237 | $531.0K | 0.39% | +230+5.7% | Added |
| Transform Wealth, LLC | 4,294 | $538.0K | 0.06% | −623−12.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,289 | $538.0K | 0.09% | −339−7.3% | Reduced |
| Bard Financial Services, Inc. | 4,290 | $538.0K | 0.05% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,293 | $538.0K | 0.25% | +109+2.6% | Added |
| Beacon Financial Advisory LLC | 4,301 | $539.0K | 0.28% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 4,355 | $540.0K | 0.11% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 4,305 | $540.0K | 0.08% | −100−2.3% | Reduced |
| Neo Ivy Capital Management | 5,884 | $540.0K | 0.62% | +2,230+61.0% | Added |
| Highland Private Wealth Management | 4,327 | $542.0K | 0.08% | −115−2.6% | Reduced |
| Gilbert & Cook, Inc. | 4,328 | $543.0K | 0.10% | +214+5.2% | Added |
| Capital Square, LLC | 4,275 | $544.0K | 0.39% | +4,275 | New |
| Intercontinental Wealth Advisors, LLC | 4,377 | $549.0K | 0.13% | −466−9.6% | Reduced |
| James Hambro & Partners | 4,399 | $551.0K | 0.04% | +4,399 | New |
| Indiana Trust & Investment Management CO | 4,406 | $552.0K | 0.28% | −322−6.8% | Reduced |
| Emerald Advisors, LLC | 4,401 | $552.0K | 0.16% | +134+3.1% | Added |
| Sunbelt Securities, Inc. | 4,406 | $554.0K | 0.10% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,423 | $554.0K | 0.14% | −23−0.5% | Reduced |
| CNB Bank | 4,418 | $554.0K | 0.33% | +460+11.6% | Added |
| Wealthcare Advisory Partners LLC | 4,433 | $556.0K | 0.04% | +1,062+31.5% | Added |
| Boston Common Asset Management, LLC | 4,466 | $560.0K | 0.02% | +18+0.4% | Added |
| Curated Wealth Partners LLC | 4,467 | $560.0K | 0.31% | +34+0.8% | Added |
| Opus Capital Group, LLC | 4,474 | $561.0K | 0.13% | −562−11.2% | Reduced |
| Virtue Capital Management, LLC | 4,474 | $561.0K | 0.10% | −307−6.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,471 | $561.0K | 0.32% | −50−1.1% | Reduced |
| Capstone Triton Financial Group, LLC | 4,544 | $561.0K | 0.34% | +740+19.5% | Added |
| Garrett Investment Advisors LLC | 4,492 | $563.0K | 0.18% | +362+8.8% | Added |
| Meridian Investment Counsel Inc. | 4,503 | $564.0K | 0.20% | −71−1.6% | Reduced |
| Bessemer Securities LLC | 4,500 | $564.0K | 0.19% | 00.0% | Unchanged |