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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
Patriot Investment Management Inc.8,200$1.03M0.09%+19+0.2%Added
Rehmann Capital Advisory Group8,197$1.03M0.10%−171−2.0%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
Washington Capital Management Inc8,165$1.02M0.91%−240−2.9%Reduced
New England Research & Management, Inc.8,119$1.02M0.53%00.0%Unchanged
Williams Jones Wealth Management, LLC.8,100$1.01M0.01%−6−0.1%Reduced
WoodTrust Financial Corp8,074$1.01M0.24%+3,395+72.6%Added
Creative Financial Designs Inc8,013$1.00M0.17%+520+6.9%Added
ARGI Investment Services, LLC7,959$998.0K0.03%+979+14.0%Added
Carnegie Capital Asset Management, LLC7,947$997.0K0.04%00.0%Unchanged
DT Investment Partners, LLC7,935$995.0K0.13%+782+10.9%Added
Congress Park Capital LLC7,923$993.0K0.51%−175−2.2%Reduced
McDaniel Terry & Co7,887$989.0K0.12%00.0%Unchanged
Mayflower Financial Advisors, LLC8,040$983.0K0.13%+348+4.5%Added
Brighton Jones LLC7,808$979.0K0.05%+476+6.5%Added
Rockland Trust Co7,791$977.0K0.07%+214+2.8%Added
Red Cedar Investment Management, LLC7,767$974.0K0.13%00.0%Unchanged
Measured Wealth Private Client Group, LLC7,726$968.0K0.37%+20.0%Added
Meitav Dash Investments Ltd7,670$967.0K0.02%+650+9.3%Added
Payden & Rygel7,700$965.0K0.05%00.0%Unchanged
Douglass Winthrop Advisors, LLC7,684$963.0K0.02%−172−2.2%Reduced
TLWM7,652$961.0K0.37%+402+5.5%Added
PrairieView Partners, LLC7,635$957.0K0.14%+84+1.1%Added
Aspen Investment Management Inc7,622$955.0K0.51%+100+1.3%Added
IFP Advisors, Inc7,562$955.0K0.02%+44+0.6%Added
Meridian Wealth Advisors, LLC7,613$954.0K0.27%+452+6.3%Added
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
USAdvisors Wealth Management, LLC7,548$946.0K0.41%00.0%Unchanged
Versor Investments LP7,500$940.0K0.03%+5,190+224.7%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
BLB&B Advisors, LLC7,424$931.0K0.06%+537+7.8%Added
Balentine LLC7,421$930.0K0.04%+5,527+291.8%Added
Fukoku Mutual Life Insurance Co7,409$929.0K0.07%+1,040+16.3%Added
Avantax Planning Partners, Inc.7,365$923.0K0.04%+197+2.7%Added
Farmers & Merchants Trust Co of Chambersburg PA7,342$920.0K0.67%−15−0.2%Reduced
Alpha Omega Wealth Management LLC7,327$918.0K0.15%−280−3.7%Reduced
Mirabella Financial Services LLP7,311$916.0K0.12%+7,311New
Little House Capital LLC7,273$912.0K0.53%−297−3.9%Reduced
IHT Wealth Management, LLC7,270$911.0K0.07%−8,684−54.4%Reduced
Engine No. 1 LLC7,241$908.0K0.23%+2,942+68.4%Added
Cornell Pochily Investment Advisors, Inc.7,237$907.0K0.39%+84+1.2%Added
Pekin Hardy Strauss, Inc.7,228$906.0K0.13%+305+4.4%Added
Cerro Pacific Wealth Advisors LLC7,222$905.0K0.65%−2,121−22.7%Reduced
Lincoln National Corp7,212$904.0K0.02%−876−10.8%Reduced
Murphy, Middleton, Hinkle & Parker, Inc.7,191$901.0K0.52%−265−3.6%Reduced
Intrua Financial, LLC7,346$900.0K0.17%+867+13.4%Added
Independent Financial Group, LLC7,152$896.5K0.09%+2,205+44.6%Added
J. W. Coons Advisors, LLC7,104$893.0K0.31%−1,905−21.1%Reduced
Bigelow Investment Advisors, LLC7,128$893.0K0.44%−601−7.8%Reduced
Adams Chetwood Wealth Management LLC7,105$891.0K0.65%+79+1.1%Added
Fort, L.P.7,091$889.0K0.30%−342−4.6%Reduced
First Pacific Financial7,094$889.0K0.47%+301+4.4%Added
Spirit of America Management Corp7,069$886.0K0.19%00.0%Unchanged
Midwest Professional Planners, LTD.7,065$886.0K0.47%+7,065New
American National Registered Investment Advisor, Inc.7,050$884.0K0.32%−16−0.2%Reduced
Kovack Advisors, Inc.7,045$883.0K0.10%−21−0.3%Reduced
Security Asset Management7,043$883.0K0.36%00.0%Unchanged
Ameritas Investment Company, LLC7,030$881.0K0.04%+3,083+78.1%Added
WCM Investment Management, LLC7,023$880.0K0.00%+255+3.8%Added
Manchester Capital Management LLC7,017$880.0K0.12%+812+13.1%Added
Spears Abacus Advisors LLC7,008$878.0K0.06%+433+6.6%Added
Archer Investment Corp6,985$875.6K0.33%+485+7.5%Added
Laidlaw Wealth Management LLC6,982$875.0K0.22%−309−4.2%Reduced
Merit Financial Group, LLC6,974$874.0K0.09%+109+1.6%Added
Tectonic Advisors LLC6,944$871.0K0.17%+182+2.7%Added
Prelude Capital Management, LLC6,945$871.0K0.05%+3,907+128.6%Added
First City Capital Management, Inc.6,917$867.0K0.49%−20−0.3%Reduced
Quadrant Capital Group LLC6,897$865.0K0.12%+511+8.0%Added
Windsor Capital Management, LLC6,862$860.0K0.28%−37−0.5%Reduced
44 Wealth Management LLC6,834$857.0K0.33%−68−1.0%Reduced
Family Legacy, Inc.6,808$853.0K0.38%00.0%Unchanged
Perpetual Investment Management Ltd6,786$850.0K0.11%−59,152−89.7%Reduced
First Manhattan Co6,778$849.0K0.00%−22−0.3%Reduced
Leavell Investment Management, Inc.6,707$845.0K0.06%+1,272+23.4%Added
Mission Wealth Management, LP6,704$840.0K0.04%+353+5.6%Added
West Paces Advisors Inc.6,690$838.6K0.29%+57+0.9%Added
M&R Capital Management Inc6,650$833.0K0.19%00.0%Unchanged
Sepio Capital, LP6,640$832.0K0.07%−16,999−71.9%Reduced
Global Retirement Partners, LLC6,589$826.0K0.08%+354+5.7%Added
Weatherly Asset Management L. P.6,576$824.0K0.10%−100−1.5%Reduced
9258 Wealth Management, LLC6,564$823.0K0.22%+427+7.0%Added
Freedom Day Solutions, LLC6,551$821.0K0.38%−581−8.1%Reduced
VeraBank, N.A.6,530$819.0K0.46%+313+5.0%Added
Northside Capital Management, LLC6,513$816.0K0.22%00.0%Unchanged
Sequoia Financial Advisors, LLC6,502$815.0K0.08%−2,110−24.5%Reduced
First Commonwealth Financial Corp6,501$815.0K0.29%−298−4.4%Reduced
Abbrea Capital, LLC6,465$814.0K0.12%−160−2.4%Reduced
Kennicott Capital Management LLC2,949$814.0K0.59%00.0%Unchanged
Lawson Kroeker Investment Management Inc6,480$812.0K0.27%00.0%Unchanged
Sittner & Nelson, LLC6,475$812.0K0.52%+10.0%Added
Smithfield Trust Co6,410$809.0K0.05%−81−1.2%Reduced
Proficio Capital Partners LLC6,448$808.0K0.11%−691−9.7%Reduced
Boston Financial Mangement LLC6,434$807.0K0.03%+1,391+27.6%Added
PAX Financial Group, LLC6,417$804.0K0.20%−37−0.6%Reduced
Long Road Investment Counsel, LLC6,400$802.0K0.35%00.0%Unchanged