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 |
|---|---|---|---|---|---|
| Black Swift Group, LLC | 4,500 | $564.0K | 0.26% | +4,500 | New |
| Hendley & Co Inc | 4,508 | $565.0K | 0.20% | +4,508 | New |
| First PREMIER Bank | 4,535 | $568.0K | 0.16% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,523 | $570.0K | 0.11% | −533−10.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,551 | $570.0K | 0.15% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,536 | $571.0K | 0.02% | −517−10.2% | Reduced |
| Wealthsource Partners, LLC | 4,554 | $571.0K | 0.05% | +475+11.6% | Added |
| Magnus Financial Group LLC | 4,581 | $574.0K | 0.12% | −1,615−26.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,577 | $574.0K | 0.07% | +1,050+29.8% | Added |
| Peoples Financial Services Corp. | 4,620 | $579.0K | 0.24% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,622 | $579.0K | 0.19% | +1,343+41.0% | Added |
| Patten & Patten Inc | 4,629 | $580.0K | 0.04% | −54−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,640 | $582.0K | 0.14% | −20.0% | Reduced |
| Mitchell Sinkler & Starr | 4,688 | $588.0K | 0.53% | −80−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 4,667 | $591.0K | 0.07% | +188+4.2% | Added |
| BOK Financial Private Wealth, Inc. | 4,714 | $591.0K | 0.05% | +745+18.8% | Added |
| Thomasville National Bank | 4,725 | $592.0K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,750 | $595.0K | 0.14% | +1,000+26.7% | Added |
| Alphasimplex Group, LLC | 4,752 | $596.0K | 0.49% | −1,896−28.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,767 | $598.0K | 0.20% | +85+1.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,775 | $598.5K | 0.71% | +850+21.7% | Added |
| Principle Wealth Partners LLC | 4,789 | $600.0K | 0.07% | +266+5.9% | Added |
| Soltis Investment Advisors LLC | 4,792 | $601.0K | 0.09% | +29+0.6% | Added |
| Sanders Morris Harris LLC | 4,744 | $603.0K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,807 | $603.0K | 0.18% | +493+11.4% | Added |
| Arete Wealth Advisors, LLC | 4,815 | $604.0K | 0.07% | +194+4.2% | Added |
| IVC Wealth Advisors LLC | 4,834 | $606.0K | 0.42% | +150+3.2% | Added |
| Ropes Wealth Advisors LLC | 4,847 | $608.0K | 0.10% | −490−9.2% | Reduced |
| Thomas White International Ltd | 4,858 | $609.0K | 0.09% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4,860 | $609.0K | 0.19% | +4,360+872.0% | Added |
| Jupiter Wealth Management LLC | 5,000 | $612.0K | 0.29% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,911 | $616.0K | 0.63% | +4,911 | New |
| US Asset Management LLC | 4,996 | $626.0K | 0.61% | +4,996 | New |
| Sage Mountain Advisors LLC | 5,003 | $627.0K | 0.09% | +983+24.5% | Added |
| Claro Advisors LLC | 5,007 | $628.0K | 0.26% | +734+17.2% | Added |
| Cadence Bank NA | 5,015 | $629.0K | 0.19% | −20−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,025 | $630.0K | 0.35% | −799−13.7% | Reduced |
| LCNB Corp | 5,024 | $630.0K | 0.32% | +5+0.1% | Added |
| Lakeview Capital Partners, LLC | 5,033 | $631.0K | 0.29% | −217−4.1% | Reduced |
| Hartford Financial Management Inc. | 5,032 | $631.0K | 0.16% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 5,049 | $633.0K | 0.23% | +5,049 | New |
| Great Diamond Partners, LLC | 5,063 | $634.0K | 0.17% | +73+1.5% | Added |
| Jefferies Group LLC | 5,092 | $638.3K | 0.02% | −1,451−22.2% | Reduced |
| Tiemann Investment Advisors, LLC | 5,130 | $643.0K | 0.31% | −200−3.8% | Reduced |
| Boyd Watterson Asset Management LLC | 5,131 | $643.0K | 0.24% | +74+1.5% | Added |
| Signet Financial Management, LLC | 5,139 | $644.0K | 0.11% | +3,515+216.4% | Added |
| Clare Market Investments LLC | 5,146 | $645.0K | 0.19% | +607+13.4% | Added |
| KG&L Capital Management,LLC | 5,155 | $646.0K | 0.28% | +472+10.1% | Added |
| Pictet North America Advisors SA | 5,161 | $647.0K | 0.06% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,162 | $647.0K | 0.12% | −3−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,180 | $649.0K | 0.15% | +3,300+175.5% | Added |
| Deltec Asset Management LLC | 5,200 | $652.0K | 0.10% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 5,200 | $652.0K | 0.35% | +200+4.0% | Added |
| Cahill Financial Advisors Inc | 5,214 | $653.0K | 0.13% | +20.0% | Added |
| BSW Wealth Partners | 5,259 | $659.0K | 0.18% | −194−3.6% | Reduced |
| Evermay Wealth Management LLC | 5,256 | $659.0K | 0.13% | −97−1.8% | Reduced |
| Community Bank, N.A. | 5,261 | $660.0K | 0.08% | −1,558−22.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,278 | $662.0K | 0.15% | −750−12.4% | Reduced |
| New Jersey Better Educational Savings Trust | 5,300 | $664.0K | 1.32% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,304 | $665.0K | 0.17% | +41+0.8% | Added |
| Camden Capital, LLC | 5,321 | $667.0K | 0.13% | +1,434+36.9% | Added |
| Souders Financial Advisors | 5,326 | $668.0K | 0.22% | +741+16.2% | Added |
| Colton Groome Financial Advisors, LLC | 5,340 | $669.0K | 0.29% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 5,349 | $670.0K | 0.10% | +242+4.7% | Added |
| Aevitas Wealth Management, Inc. | 5,353 | $671.0K | 0.43% | +18+0.3% | Added |
| Aureus Asset Management, LLC | 5,357 | $671.0K | 0.04% | +45+0.8% | Added |
| Pointe Capital Management LLC | 5,397 | $676.0K | 0.47% | +53+1.0% | Added |
| Montecito Bank & Trust | 5,423 | $680.0K | 0.13% | −107−1.9% | Reduced |
| Ironwood Wealth Management, LLC. | 5,427 | $680.0K | 0.32% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 5,435 | $681.0K | 0.09% | −2,977−35.4% | Reduced |
| Prestige Wealth Management Group LLC | 5,435 | $682.0K | 0.17% | +2,281+72.3% | Added |
| First National Bank of South Miami | 5,447 | $683.0K | 0.46% | −307−5.3% | Reduced |
| Middleton & Co Inc | 5,451 | $683.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,453 | $684.0K | 0.12% | +90+1.7% | Added |
| V Wealth Advisors LLC | 5,492 | $689.0K | 0.11% | −123−2.2% | Reduced |
| LSV Asset Management | 5,500 | $689.0K | 0.00% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,500 | $689.0K | 0.08% | +392+7.7% | Added |
| Centaurus Financial, Inc. | 5,498 | $689.0K | 0.06% | +3,903+244.7% | Added |
| Caldwell Trust Co | 5,500 | $689.4K | 0.09% | −100−1.8% | Reduced |
| WealthShield Partners, LLC | 5,513 | $691.0K | 0.18% | −485−8.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,542 | $694.0K | 0.35% | −272−4.7% | Reduced |
| EP Wealth Advisors, LLC | 5,541 | $695.0K | 0.02% | +270+5.1% | Added |
| Waldron Private Wealth LLC | 5,534 | $697.0K | 0.04% | +952+20.8% | Added |
| Covenant Partners, LLC | 5,601 | $702.0K | 0.28% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,604 | $702.0K | 0.14% | +54+1.0% | Added |
| Trustcore Financial Services, LLC | 5,611 | $703.0K | 0.07% | −56−1.0% | Reduced |
| North Star Asset Management Inc | 5,633 | $706.0K | 0.04% | +775+16.0% | Added |
| Independent Solutions Wealth Management, LLC | 5,665 | $710.1K | 0.18% | +463+8.9% | Added |
| Duality Advisers, LP | 5,670 | $711.0K | 0.05% | −20,178−78.1% | Reduced |
| Berman Capital Advisors, LLC | 5,686 | $712.0K | 0.11% | +1,382+32.1% | Added |
| TriaGen Wealth Management LLC | 5,690 | $713.0K | 0.39% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 5,691 | $713.0K | 0.59% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 5,686 | $714.0K | 0.06% | +897+18.7% | Added |
| Capstone Investment Advisors, LLC | 5,693 | $714.0K | 0.01% | +2,029+55.4% | Added |
| Mengis Capital Management, Inc. | 5,711 | $715.0K | 0.15% | −71−1.2% | Reduced |
| Cascadia Advisory Services, LLC | 5,706 | $715.0K | 0.14% | −34−0.6% | Reduced |
| True North Advisors, LLC | 5,735 | $718.0K | 0.14% | +178+3.2% | Added |
| Sunflower Bank, N.A. | 5,724 | $718.0K | 0.10% | +1,387+32.0% | Added |
| Cornerstone Wealth Management, LLC | 5,748 | $721.0K | 0.08% | +395+7.4% | Added |
| Financial Advocates Investment Management | 5,793 | $726.0K | 0.05% | +177+3.2% | Added |