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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; 2,149 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: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 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 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$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
Fieldpoint Private Securities, LLC13,400$1.68M0.37%−155−1.1%Reduced
Triangle Securities Wealth Management13,390$1.68M0.57%−255−1.9%Reduced
West Oak Capital, LLC13,364$1.68M0.65%+1,210+10.0%Added
Legacy Wealth Management, LLC13,343$1.67M0.89%00.0%Unchanged
SeaCrest Wealth Management, LLC13,279$1.67M0.20%+489+3.8%Added
San Luis Wealth Advisors LLC13,280$1.67M0.93%+13,280New
Bridges Investment Management Inc13,262$1.66M0.05%+1,961+17.4%Added
Trust Co of Toledo NA13,260$1.66M0.27%−485−3.5%Reduced
Northwest & Ethical Investments L.P.13,254$1.66M0.05%−122−0.9%Reduced
Wealthspire Advisors, LLC13,220$1.66M0.03%+11,342+603.9%Added
Hoese & Co LLP13,202$1.66M1.79%−150−1.1%Reduced
Altium Wealth Management LLC13,140$1.65M0.12%+319+2.5%Added
BNC Wealth Management, LLC13,120$1.65M0.98%+431+3.4%Added
Jupiter Asset Management Ltd13,118$1.64M0.02%−392−2.9%Reduced
Gilman Hill Asset Management, LLC13,091$1.64M0.42%+315+2.5%Added
Burney Co13,047$1.64M0.08%−3,260−20.0%Reduced
Trust Asset Management LLC13,042$1.64M0.23%+869+7.1%Added
Bellecapital International Ltd.13,034$1.63M0.50%00.0%Unchanged
Aberdeen Wealth Management LLC13,024$1.63M1.58%−200−1.5%Reduced
Supplemental Annuity Collective Trust of NJ13,000$1.63M0.54%00.0%Unchanged
Heartland Advisors Inc12,991$1.63M0.10%−49−0.4%Reduced
Rodgers Brothers Inc.12,990$1.63M0.32%00.0%Unchanged
Belpointe Asset Management LLC12,971$1.63M0.11%−293−2.2%Reduced
Marble Harbor Investment Counsel, LLC12,683$1.59M0.21%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.12,676$1.59M0.30%−46−0.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12,629$1.58M0.13%+2,290+22.1%Added
Sawtooth Solutions, LLC12,615$1.58M0.24%+2,827+28.9%Added
Hilltop Holdings Inc.12,593$1.58M0.17%+60.0%Added
McKinley Carter Wealth Services, Inc.12,551$1.57M0.13%+160+1.3%Added
Assenagon Asset Management S.A.12,518$1.57M0.01%+11,416+1,035.9%Added
Penobscot Investment Management Company, Inc.12,516$1.57M0.23%+60+0.5%Added
ICW Investment Advisors LLC12,500$1.57M1.01%+415+3.4%Added
Martin Investment Management, LLC12,475$1.56M0.39%+85+0.7%Added
Valley National Advisers Inc12,452$1.56M0.28%+942+8.2%Added
Sentry Investment Management LLC12,433$1.56M0.45%−1,816−12.7%Reduced
Mason Investment Advisory Services, Inc.12,420$1.56M0.16%00.0%Unchanged
Violich Capital Management, Inc.12,398$1.55M0.25%00.0%Unchanged
Dynamic Technology Lab Private Ltd12,372$1.55M0.19%−8,423−40.5%Reduced
BigSur Wealth Management LLC12,307$1.55M0.70%00.0%Unchanged
Granite Investment Partners, LLC12,338$1.55M0.05%+100+0.8%Added
Harrington Investments, INC12,333$1.55M0.89%+164+1.3%Added
Harbour Investments, Inc.12,324$1.54M0.05%−1,117−8.3%Reduced
MV Capital Management, Inc.12,329$1.54M0.26%+837+7.3%Added
Windsor Group LTD12,093$1.54M0.32%+21+0.2%Added
Dynamic Advisor Solutions LLC12,243$1.53M0.12%+1,054+9.4%Added
Westside Investment Management, Inc.12,176$1.53M0.02%−280−2.2%Reduced
Glen Eagle Advisors, LLC12,164$1.52M0.44%−162−1.3%Reduced
Foster & Motley Inc12,157$1.52M0.13%−405−3.2%Reduced
Rothschild Investment Corp12,143$1.52M0.13%+15+0.1%Added
Cascade Investment Advisors, Inc.12,130$1.52M0.99%−125−1.0%Reduced
AlphaCrest Capital Management LLC12,121$1.52M0.08%−22,270−64.8%Reduced
Optas, LLC12,108$1.52M0.44%−768−6.0%Reduced
Redmond Asset Management, LLC12,063$1.51M0.47%−194−1.6%Reduced
Eudaimonia Partners, LLC12,047$1.51M0.27%+4,180+53.1%Added
Midwest Wealth Management Inc.12,014$1.51M1.04%+874+7.8%Added
Cassia Capital Partners, LLC12,014$1.51M1.04%+10,397+643.0%Added
Geneos Wealth Management Inc.11,756$1.50M0.06%+191+1.7%Added
Davis-Rea Ltd.11,860$1.49M0.73%00.0%Unchanged
17 Capital Partners, LLC11,921$1.49M1.41%+42+0.4%Added
Trustco Bank Corp N Y11,909$1.49M1.39%+67+0.6%Added
Rosenbaum Jay D.11,890$1.49M2.48%−770−6.1%Reduced
Enterprise Financial Services Corp11,890$1.49M0.19%+9,563+411.0%Added
Brendel Financial Advisors LLC11,888$1.49M1.78%+11,888New
Founders Capital Management, LLC11,859$1.49M0.38%00.0%Unchanged
Markston International LLC11,832$1.48M1.39%−416−3.4%Reduced
Capital Investment Advisory Services, LLC11,749$1.47M0.19%−1,235−9.5%Reduced
Lionsbridge Wealth Management LLC11,738$1.47M1.59%−14−0.1%Reduced
First National Bank & Trust Co of Newtown11,722$1.47M0.31%−1,008−7.9%Reduced
AMG National Trust Bank11,719$1.47M0.05%+111+1.0%Added
Fosun International Ltd11,600$1.47M0.08%00.0%Unchanged
Live Oak Private Wealth LLC11,712$1.47M0.30%+2,348+25.1%Added
Apollon Wealth Management, LLC11,698$1.47M0.20%+8,834+308.4%Added
Outfitter Financial LLC11,670$1.46M1.15%+145+1.3%Added
Checchi Capital Advisers, LLC11,656$1.46M0.18%+143+1.2%Added
Janney Capital Management LLC11,633$1.46M0.10%+101+0.9%Added
Ashton Thomas Private Wealth, LLC11,574$1.45M0.21%+966+9.1%Added
Colrain Capital LLC11,500$1.45M2.71%00.0%Unchanged
Wambolt & Associates, LLC11,330$1.44M0.58%+1,083+10.6%Added
Lipe & Dalton11,476$1.44M0.74%−199−1.7%Reduced
Legacy Financial Strategies, LLC11,468$1.44M0.68%+720+6.7%Added
Signaturefd, LLC11,454$1.44M0.05%−526−4.4%Reduced
DAGCO, Inc.11,419$1.43M0.61%−119−1.0%Reduced
Moneta Group Investment Advisors LLC11,368$1.43M0.07%−64−0.6%Reduced
Flagship Harbor Advisors, LLC11,447$1.42M0.15%00.0%Unchanged
Everence Capital Management Inc11,300$1.42M0.12%00.0%Unchanged
We Are One Seven, LLC11,817$1.42M0.18%+947+8.7%Added
TSP Capital Management Group, LLC–$1.40M0.48%––
Dumont & Blake Investment Advisors LLC11,197$1.40M0.40%+50.0%Added
Shelton Capital Management11,169$1.40M0.05%−137−1.2%Reduced
Buckingham Strategic Wealth, LLC11,142$1.40M0.03%−515−4.4%Reduced
First Financial Bank - Trust Division11,113$1.39M0.15%−36−0.3%Reduced
Arden Trust Co11,091$1.39M0.24%+230+2.1%Added
Aaron Wealth Advisors10,936$1.37M0.39%+166+1.5%Added
Madison Wealth Management10,931$1.37M0.30%+260+2.4%Added
Cary Street Partners Asset Management LLC10,907$1.37M0.48%−71−0.6%Reduced
Shufro Rose & Co LLC10,904$1.37M0.11%+1,650+17.8%Added
Pendal Group Limited10,890$1.36M0.01%+2,675+32.6%Added
Symmetry Partners, LLC10,786$1.36M0.09%00.0%Unchanged
Mutual Advisors, LLC10,812$1.35M0.08%+1,677+18.4%Added
Clifford Swan Investment Counsel LLC11,220$1.35M0.05%−339−2.9%Reduced