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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 5,899 | $726.0K | 0.26% | +364+6.6% | Added |
| Hillman Capital Management, Inc. | 5,835 | $731.0K | 0.26% | +2,479+73.9% | Added |
| Oxbow Advisors, LLC | 5,836 | $732.0K | 0.07% | −2,116−26.6% | Reduced |
| Cribstone Capital Management, LLC | 5,839 | $732.0K | 0.44% | +73+1.3% | Added |
| Echo Street Capital Management LLC | 5,869 | $736.0K | 0.01% | +5,869 | New |
| First Hawaiian Bank | 5,888 | $738.0K | 0.03% | −3,762−39.0% | Reduced |
| Encompass Wealth Advisors, LLC | 5,893 | $738.0K | 0.19% | −1,000−14.5% | Reduced |
| Personal Cfo Solutions, LLC | 5,884 | $738.0K | 0.15% | −361−5.8% | Reduced |
| Family Management Corp | 5,886 | $738.0K | 0.20% | −79−1.3% | Reduced |
| Hall Capital Management Co Inc | 5,906 | $740.0K | 0.47% | +130+2.3% | Added |
| Oakworth Capital, Inc. | 5,915 | $741.0K | 0.07% | +700+13.4% | Added |
| TBH Global Asset Management, LLC | 5,908 | $741.0K | 0.17% | +5,908 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,930 | $743.0K | 0.03% | −34−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,948 | $746.0K | 0.18% | +590+11.0% | Added |
| SlateStone Wealth, LLC | 5,962 | $747.0K | 0.17% | +5,962 | New |
| swisspartners Ltd. | 5,965 | $748.0K | 0.58% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,058 | $759.0K | 0.27% | +200+3.4% | Added |
| Riverbridge Partners LLC | 6,066 | $760.0K | 0.01% | +37+0.6% | Added |
| Ballast, Inc. | 6,083 | $762.0K | 0.32% | +159+2.7% | Added |
| TCI Wealth Advisors, Inc. | 6,093 | $764.0K | 0.12% | +63+1.0% | Added |
| Biltmore Wealth Management, LLC | 6,101 | $765.0K | 0.31% | +98+1.6% | Added |
| Pearl River Capital, LLC | 6,147 | $771.0K | 0.21% | −3,636−37.2% | Reduced |
| North Star Investment Management Corp. | 6,177 | $774.0K | 0.06% | −87−1.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,176 | $774.0K | 0.29% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,179 | $775.0K | 0.06% | +266+4.5% | Added |
| J.W. Cole Advisors, Inc. | 6,226 | $780.0K | 0.06% | +115+1.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,245 | $783.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 6,247 | $785.0K | 0.23% | +2,609+71.7% | Added |
| Johnson Financial Group, Inc. | 6,292 | $788.0K | 0.05% | −352−5.3% | Reduced |
| Cornerstone Advisory, LLC | 6,295 | $789.0K | 0.13% | −200−3.1% | Reduced |
| Resources Management Corp | 6,296 | $789.0K | 0.11% | +201+3.3% | Added |
| First Quadrant L P | 6,299 | $790.0K | 0.09% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 6,299 | $790.0K | 0.06% | +320+5.4% | Added |
| Tufton Capital Management | 6,318 | $791.0K | 0.13% | +102+1.6% | Added |
| MONECO Advisors, LLC | 6,361 | $797.0K | 0.31% | +472+8.0% | Added |
| Prairiewood Capital, LLC | 6,372 | $799.0K | 0.66% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 6,400 | $802.0K | 0.35% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 6,417 | $804.0K | 0.20% | −37−0.6% | Reduced |
| Boston Financial Mangement LLC | 6,434 | $807.0K | 0.03% | +1,391+27.6% | Added |
| Proficio Capital Partners LLC | 6,448 | $808.0K | 0.11% | −691−9.7% | Reduced |
| Smithfield Trust Co | 6,410 | $809.0K | 0.05% | −81−1.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,480 | $812.0K | 0.27% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,475 | $812.0K | 0.52% | +10.0% | Added |
| Abbrea Capital, LLC | 6,465 | $814.0K | 0.12% | −160−2.4% | Reduced |
| Kennicott Capital Management LLC | 2,949 | $814.0K | 0.59% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,502 | $815.0K | 0.08% | −2,110−24.5% | Reduced |
| First Commonwealth Financial Corp | 6,501 | $815.0K | 0.29% | −298−4.4% | Reduced |
| Northside Capital Management, LLC | 6,513 | $816.0K | 0.22% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,530 | $819.0K | 0.46% | +313+5.0% | Added |
| Freedom Day Solutions, LLC | 6,551 | $821.0K | 0.38% | −581−8.1% | Reduced |
| 9258 Wealth Management, LLC | 6,564 | $823.0K | 0.22% | +427+7.0% | Added |
| Weatherly Asset Management L. P. | 6,576 | $824.0K | 0.10% | −100−1.5% | Reduced |
| Global Retirement Partners, LLC | 6,589 | $826.0K | 0.08% | +354+5.7% | Added |
| Sepio Capital, LP | 6,640 | $832.0K | 0.07% | −16,999−71.9% | Reduced |
| M&R Capital Management Inc | 6,650 | $833.0K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,690 | $838.6K | 0.29% | +57+0.9% | Added |
| Mission Wealth Management, LP | 6,704 | $840.0K | 0.04% | +353+5.6% | Added |
| Leavell Investment Management, Inc. | 6,707 | $845.0K | 0.06% | +1,272+23.4% | Added |
| First Manhattan Co | 6,778 | $849.0K | 0.00% | −22−0.3% | Reduced |
| Perpetual Investment Management Ltd | 6,786 | $850.0K | 0.11% | −59,152−89.7% | Reduced |
| Family Legacy, Inc. | 6,808 | $853.0K | 0.38% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,834 | $857.0K | 0.33% | −68−1.0% | Reduced |
| Windsor Capital Management, LLC | 6,862 | $860.0K | 0.28% | −37−0.5% | Reduced |
| Quadrant Capital Group LLC | 6,897 | $865.0K | 0.12% | +511+8.0% | Added |
| First City Capital Management, Inc. | 6,917 | $867.0K | 0.49% | −20−0.3% | Reduced |
| Tectonic Advisors LLC | 6,944 | $871.0K | 0.17% | +182+2.7% | Added |
| Prelude Capital Management, LLC | 6,945 | $871.0K | 0.05% | +3,907+128.6% | Added |
| Merit Financial Group, LLC | 6,974 | $874.0K | 0.09% | +109+1.6% | Added |
| Laidlaw Wealth Management LLC | 6,982 | $875.0K | 0.22% | −309−4.2% | Reduced |
| Archer Investment Corp | 6,985 | $875.6K | 0.33% | +485+7.5% | Added |
| Spears Abacus Advisors LLC | 7,008 | $878.0K | 0.06% | +433+6.6% | Added |
| WCM Investment Management, LLC | 7,023 | $880.0K | 0.00% | +255+3.8% | Added |
| Manchester Capital Management LLC | 7,017 | $880.0K | 0.12% | +812+13.1% | Added |
| Ameritas Investment Company, LLC | 7,030 | $881.0K | 0.04% | +3,083+78.1% | Added |
| Kovack Advisors, Inc. | 7,045 | $883.0K | 0.10% | −21−0.3% | Reduced |
| Security Asset Management | 7,043 | $883.0K | 0.36% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 7,050 | $884.0K | 0.32% | −16−0.2% | Reduced |
| Spirit of America Management Corp | 7,069 | $886.0K | 0.19% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,065 | $886.0K | 0.47% | +7,065 | New |
| Fort, L.P. | 7,091 | $889.0K | 0.30% | −342−4.6% | Reduced |
| First Pacific Financial | 7,094 | $889.0K | 0.47% | +301+4.4% | Added |
| Adams Chetwood Wealth Management LLC | 7,105 | $891.0K | 0.65% | +79+1.1% | Added |
| J. W. Coons Advisors, LLC | 7,104 | $893.0K | 0.31% | −1,905−21.1% | Reduced |
| Bigelow Investment Advisors, LLC | 7,128 | $893.0K | 0.44% | −601−7.8% | Reduced |
| Independent Financial Group, LLC | 7,152 | $896.5K | 0.09% | +2,205+44.6% | Added |
| Intrua Financial, LLC | 7,346 | $900.0K | 0.17% | +867+13.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,191 | $901.0K | 0.52% | −265−3.6% | Reduced |
| Lincoln National Corp | 7,212 | $904.0K | 0.02% | −876−10.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,222 | $905.0K | 0.65% | −2,121−22.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,228 | $906.0K | 0.13% | +305+4.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,237 | $907.0K | 0.39% | +84+1.2% | Added |
| Engine No. 1 LLC | 7,241 | $908.0K | 0.23% | +2,942+68.4% | Added |
| IHT Wealth Management, LLC | 7,270 | $911.0K | 0.07% | −8,684−54.4% | Reduced |
| Little House Capital LLC | 7,273 | $912.0K | 0.53% | −297−3.9% | Reduced |
| Mirabella Financial Services LLP | 7,311 | $916.0K | 0.12% | +7,311 | New |
| Alpha Omega Wealth Management LLC | 7,327 | $918.0K | 0.15% | −280−3.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,342 | $920.0K | 0.67% | −15−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 7,365 | $923.0K | 0.04% | +197+2.7% | Added |
| Fukoku Mutual Life Insurance Co | 7,409 | $929.0K | 0.07% | +1,040+16.3% | Added |
| Balentine LLC | 7,421 | $930.0K | 0.04% | +5,527+291.8% | Added |