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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
BLB&B Advisors, LLC7,424$931.0K0.06%+537+7.8%Added
Papp L Roy & Associates7,456$935.0K0.12%−400−5.1%Reduced
Teamwork Financial Advisors, LLC7,460$935.0K0.19%+48+0.6%Added
KLK Capital Management LLC7,463$935.0K0.86%+5,190+228.3%Added
Versor Investments LP7,500$940.0K0.03%+5,190+224.7%Added
USAdvisors Wealth Management, LLC7,548$946.0K0.41%00.0%Unchanged
Northwest Bancshares, Inc.7,584$951.0K0.22%+8+0.1%Added
Evergreen Capital Management LLC7,590$951.0K0.04%+288+3.9%Added
Grace Capital7,700$951.0K0.58%+700+10.0%Added
Meridian Wealth Advisors, LLC7,613$954.0K0.27%+452+6.3%Added
Aspen Investment Management Inc7,622$955.0K0.51%+100+1.3%Added
IFP Advisors, Inc7,562$955.0K0.02%+44+0.6%Added
PrairieView Partners, LLC7,635$957.0K0.14%+84+1.1%Added
TLWM7,652$961.0K0.37%+402+5.5%Added
Douglass Winthrop Advisors, LLC7,684$963.0K0.02%−172−2.2%Reduced
Payden & Rygel7,700$965.0K0.05%00.0%Unchanged
Meitav Dash Investments Ltd7,670$967.0K0.02%+650+9.3%Added
Measured Wealth Private Client Group, LLC7,726$968.0K0.37%+20.0%Added
Red Cedar Investment Management, LLC7,767$974.0K0.13%00.0%Unchanged
Rockland Trust Co7,791$977.0K0.07%+214+2.8%Added
Brighton Jones LLC7,808$979.0K0.05%+476+6.5%Added
Mayflower Financial Advisors, LLC8,040$983.0K0.13%+348+4.5%Added
McDaniel Terry & Co7,887$989.0K0.12%00.0%Unchanged
Congress Park Capital LLC7,923$993.0K0.51%−175−2.2%Reduced
DT Investment Partners, LLC7,935$995.0K0.13%+782+10.9%Added
Carnegie Capital Asset Management, LLC7,947$997.0K0.04%00.0%Unchanged
ARGI Investment Services, LLC7,959$998.0K0.03%+979+14.0%Added
Creative Financial Designs Inc8,013$1.00M0.17%+520+6.9%Added
WoodTrust Financial Corp8,074$1.01M0.24%+3,395+72.6%Added
Williams Jones Wealth Management, LLC.8,100$1.01M0.01%−6−0.1%Reduced
New England Research & Management, Inc.8,119$1.02M0.53%00.0%Unchanged
Washington Capital Management Inc8,165$1.02M0.91%−240−2.9%Reduced
Affiance Financial, LLC8,166$1.02M0.45%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.8,166$1.02M0.23%+122+1.5%Added
Rehmann Capital Advisory Group8,197$1.03M0.10%−171−2.0%Reduced
Patriot Investment Management Inc.8,200$1.03M0.09%+19+0.2%Added
Cim Investment Mangement Inc8,217$1.03M0.32%−49−0.6%Reduced
Baxter Bros Inc8,224$1.03M0.17%−371−4.3%Reduced
Burns J W & Co Inc8,284$1.04M0.16%−215−2.5%Reduced
Smith, Moore & Co.8,318$1.04M0.16%−126−1.5%Reduced
McDonald Partners LLC8,378$1.05M0.25%+80+1.0%Added
Qtron Investments LLC8,375$1.05M0.28%+2,393+40.0%Added
Birch Capital Management, LLC8,423$1.06M0.72%−645−7.1%Reduced
Altfest L J & Co Inc8,425$1.06M0.22%+7+0.1%Added
Bank of Stockton8,435$1.06M0.32%−265−3.0%Reduced
Biltmore Family Office, LLC8,395$1.06M0.26%00.0%Unchanged
Zions Bancorporation, N.A.8,463$1.06M0.11%+2,560+43.4%Added
Benin Management CORP8,475$1.06M0.34%−75−0.9%Reduced
Strong Tower Advisory Services8,676$1.06M0.62%+8,676New
Prudent Man Advisors, LLC8,504$1.07M0.40%+23+0.3%Added
Loudon Investment Management, LLC8,532$1.07M0.76%−278−3.2%Reduced
Alpha Paradigm Partners, LLC8,539$1.07M0.43%+8,539New
Cambridge Advisors Inc.8,584$1.08M0.26%00.0%Unchanged
Blackhawk Capital Partners LLC.8,586$1.08M0.68%+1,475+20.7%Added
RFG Advisory, LLC8,597$1.08M0.09%+991+13.0%Added
Capital Asset Advisory Services LLC8,590$1.08M0.12%−7,743−47.4%Reduced
Hollencrest Capital Management8,625$1.08M0.10%00.0%Unchanged
Fox Run Management, L.L.C.8,644$1.08M0.68%+3,919+82.9%Added
Galibier Capital Management Ltd.8,670$1.09M0.15%−2,500−22.4%Reduced
Cardan Capital Partners, LLC8,693$1.09M0.12%+987+12.8%Added
Strategic Blueprint, LLC8,755$1.10M0.17%+2,162+32.8%Added
Henshaw Capital LLC8,755$1.10M0.07%+30+0.3%Added
Girard Partners Ltd.8,777$1.10M0.14%−111−1.2%Reduced
Ballentine Partners, LLC8,781$1.10M0.04%−148−1.7%Reduced
Credit Agricole S A8,844$1.11M0.04%+2,411+37.5%Added
Csenge Advisory Group8,743$1.11M0.09%+861+10.9%Added
Hunter Associates Investment Management LLC8,936$1.12M0.36%+3,200+55.8%Added
Orion Capital Management LLC8,950$1.12M0.68%00.0%Unchanged
Mather Group, LLC.8,969$1.12M0.03%−812−8.3%Reduced
Orion Portfolio Solutions, LLC8,988$1.13M0.04%+989+12.4%Added
Dearborn Partners LLC9,023$1.13M0.05%+614+7.3%Added
Moseley Investment Management Inc8,912$1.14M0.57%+248+2.9%Added
Bollard Group LLC9,088$1.14M0.04%+44+0.5%Added
Marcum Wealth, LLC9,095$1.14M0.18%+647+7.7%Added
Venturi Wealth Management, LLC9,129$1.14M0.10%−1,217−11.8%Reduced
Old Dominion Capital Management Inc9,189$1.15M0.25%+128+1.4%Added
Bank of Hawaii9,198$1.15M0.06%+1,005+12.3%Added
Gamble Jones Investment Counsel9,237$1.16M0.08%+101+1.1%Added
Investment Advisory Services Inc9,291$1.17M0.71%+151+1.7%Added
Field & Main Bank9,345$1.17M0.77%+365+4.1%Added
Martin & Co Inc9,348$1.17M0.28%+760+8.8%Added
Diligent Investors, LLC9,473$1.18M0.40%00.0%Unchanged
NorthRock Partners, LLC9,019$1.19M0.10%+3,977+78.9%Added
Signature Wealth Management Group9,490$1.19M0.66%+1,087+12.9%Added
Ninety One SA (PTY) Ltd9,355$1.19M0.46%−1,093−10.5%Reduced
Beacon Financial Group9,409$1.19M0.16%−361−3.7%Reduced
Intersect Capital LLC9,509$1.19M0.20%+201+2.2%Added
Jacobi Capital Management LLC9,531$1.20M0.15%+949+11.1%Added
Doliver Advisors, LP9,538$1.20M0.40%+1,945+25.6%Added
Winch Advisory Services, LLC9,602$1.20M0.42%+124+1.3%Added
Main Street Financial Solutions, LLC9,608$1.20M0.19%+916+10.5%Added
NVWM, LLC9,621$1.21M0.43%+541+6.0%Added
Wolff Wiese Magana LLC9,641$1.21M0.85%+322+3.5%Added
Credential Qtrade Securities Inc.9,644$1.21M0.09%+288+3.1%Added
XML Financial, LLC9,648$1.21M0.16%+7,540+357.7%Added
Ritholtz Wealth Management9,664$1.21M0.08%+1,278+15.2%Added
Eads & Heald Wealth Management9,681$1.21M0.59%+35+0.4%Added
Platform Technology Partners9,688$1.21M0.55%−498−4.9%Reduced
Doyle Wealth Management9,690$1.22M0.10%−450−4.4%Reduced
Lake Street Financial LLC9,695$1.22M0.30%+294+3.1%Added