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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 113,162 | $14.2M | 0.57% | +11,339+11.1% | Added |
| HRT Financial LP | 113,087 | $14.2M | 0.09% | +113,087 | New |
| Baldwin Brothers Inc | 113,068 | $14.2M | 1.57% | +797+0.7% | Added |
| Grassi Investment Management | 112,950 | $14.2M | 1.59% | +975+0.9% | Added |
| Clarkston Capital Partners, LLC | 112,933 | $14.2M | 0.25% | +1,810+1.6% | Added |
| FDx Advisors, Inc. | 112,735 | $14.1M | 0.45% | +13,225+13.3% | Added |
| Oregon Public Employees Retirement Fund | 112,643 | $14.1M | 0.16% | +148+0.1% | Added |
| Meeder Asset Management Inc | 112,106 | $14.1M | 0.74% | −2,914−2.5% | Reduced |
| Securian Asset Management, Inc | 112,109 | $14.1M | 0.29% | −1,358−1.2% | Reduced |
| Cullinan Associates Inc | 112,016 | $14.0M | 0.78% | +4,034+3.7% | Added |
| Richard C. Young & CO., LTD. | 111,953 | $14.0M | 1.93% | −2,548−2.2% | Reduced |
| Bourgeon Capital Management LLC | 111,360 | $14.0M | 2.98% | −537−0.5% | Reduced |
| Creative Planning | 111,323 | $14.0M | 0.02% | +5,620+5.3% | Added |
| Stillwater Capital Advisors, LLC | 110,345 | $13.8M | 2.28% | −851−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 108,703 | $13.6M | 0.29% | +3,412+3.2% | Added |
| Edge Capital Group, LLC | 108,301 | $13.6M | 1.08% | −608−0.6% | Reduced |
| Beach Investment Counsel Inc | 106,975 | $13.4M | 1.27% | +383+0.4% | Added |
| Assetmark, Inc | 106,930 | $13.4M | 0.06% | +354+0.3% | Added |
| Atria Investments LLC | 106,503 | $13.3M | 0.24% | +10,201+10.6% | Added |
| McKinley Capital Management LLC /Delaware | 106,450 | $13.3M | 1.26% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 106,405 | $13.3M | 0.33% | +79,056+289.1% | Added |
| FineMark National Bank & Trust | 106,285 | $13.3M | 0.56% | +4,172+4.1% | Added |
| Cohen Klingenstein LLC | 104,300 | $13.1M | 0.57% | −20,527−16.4% | Reduced |
| Tri Locum Partners LP | 104,070 | $13.0M | 6.06% | −80,610−43.6% | Reduced |
| CCM Investment Advisers LLC | 103,850 | $13.0M | 1.69% | −127−0.1% | Reduced |
| Maryland State Retirement & Pension System | 102,265 | $13.0M | 0.37% | +102,265 | New |
| Maple Capital Management, Inc. | 103,463 | $13.0M | 1.65% | +447+0.4% | Added |
| Washington Trust Co | 103,080 | $12.9M | 0.36% | −76−0.1% | Reduced |
| D.A. Davidson & Co. | 103,067 | $12.9M | 0.15% | +455+0.4% | Added |
| Massmutual Trust Co FSB | 102,736 | $12.9M | 0.53% | +1,731+1.7% | Added |
| Daiwa Securities Group Inc. | 99,411 | $12.5M | 0.08% | +12,303+14.1% | Added |
| Regions Financial Corp | 99,398 | $12.5M | 0.11% | +1,077+1.1% | Added |
| Marco Investment Management LLC | 99,342 | $12.5M | 1.37% | +1,722+1.8% | Added |
| KCM Investment Advisors LLC | 98,989 | $12.4M | 0.49% | +3,278+3.4% | Added |
| Bank of Nova Scotia Trust Co | 98,630 | $12.4M | 1.12% | −7,662−7.2% | Reduced |
| Silvercrest Asset Management Group LLC | 98,426 | $12.3M | 0.08% | −1,586−1.6% | Reduced |
| Kestra Advisory Services, LLC | 98,382 | $12.3M | 0.12% | +10,914+12.5% | Added |
| Corient Capital Partners, LLC | 98,217 | $12.3M | 0.90% | +11,609+13.4% | Added |
| Wealthfront Advisers LLC | 97,959 | $12.3M | 0.06% | +17,429+21.6% | Added |
| Captrust Financial Advisors | 97,210 | $12.2M | 0.10% | +7,437+8.3% | Added |
| Cumberland Partners Ltd | 97,281 | $12.2M | 1.00% | +12,040+14.1% | Added |
| United Asset Strategies, Inc. | 96,847 | $12.1M | 1.57% | +3,167+3.4% | Added |
| Chemung Canal Trust Co | 96,767 | $12.1M | 2.33% | +2,089+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 96,758 | $12.1M | 1.08% | +39,649+69.4% | Added |
| Stack Financial Management, Inc | 96,728 | $12.1M | 1.16% | −411−0.4% | Reduced |
| Prospector Partners LLC | 96,650 | $12.1M | 1.56% | −1,550−1.6% | Reduced |
| Socorro Asset Management LP | 96,621 | $12.1M | 3.41% | +13,147+15.7% | Added |
| Huntington National Bank | 96,417 | $12.1M | 0.12% | +2,636+2.8% | Added |
| Alpha Cubed Investments, LLC | 95,805 | $12.0M | 0.90% | +95,805 | New |
| Evoke Wealth, LLC | 93,908 | $11.8M | 0.44% | −1,276−1.3% | Reduced |
| Vontobel Asset Management Inc | 107,314 | $11.8M | 0.07% | −258,502−70.7% | Reduced |
| Mercer Global Advisors Inc | 93,764 | $11.8M | 0.08% | −665−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 93,673 | $11.7M | 0.38% | −845−0.9% | Reduced |
| Pacer Advisors, Inc. | 93,366 | $11.7M | 0.15% | +17,680+23.4% | Added |
| Bailard, Inc. | 92,972 | $11.7M | 0.40% | +1,073+1.2% | Added |
| Washington Trust Bank | 92,784 | $11.6M | 1.36% | +5,140+5.9% | Added |
| Wilkins Investment Counsel Inc | 91,675 | $11.5M | 2.81% | +350+0.4% | Added |
| Independent Advisor Alliance | 91,178 | $11.4M | 0.64% | +1,855+2.1% | Added |
| FourThought Financial, LLC | 91,042 | $11.4M | 1.52% | +6,023+7.1% | Added |
| Parthenon LLC | 90,697 | $11.4M | 1.71% | +185+0.2% | Added |
| Pinnacle Financial Partners Inc | 89,902 | $11.3M | 0.40% | +3,234+3.7% | Added |
| Omers Administration Corp | 89,497 | $11.2M | 0.16% | +89,497 | New |
| Mark Stevens | 89,423 | $11.2M | 1.25% | −2,685−2.9% | Reduced |
| Cinctive Capital Management LP | 89,372 | $11.2M | 0.61% | +82,297+1,163.2% | Added |
| Novare Capital Management LLC | 89,084 | $11.2M | 1.24% | +1,596+1.8% | Added |
| First Horizon Advisors, Inc. | 88,346 | $11.1M | 0.36% | +7,817+9.7% | Added |
| New Mexico Educational Retirement Board | 88,087 | $11.0M | 0.38% | −1,800−2.0% | Reduced |
| Gotham Asset Management, LLC | 87,691 | $11.0M | 0.45% | +11,604+15.3% | Added |
| Gratus Capital LLC | 87,463 | $11.0M | 1.18% | +3,485+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,877 | $10.9M | 0.26% | −707−0.8% | Reduced |
| Telos Capital Management, Inc. | 86,586 | $10.9M | 1.49% | +1,842+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 86,274 | $10.8M | 0.19% | −20,087−18.9% | Reduced |
| Haverford Financial Services, Inc. | 86,151 | $10.8M | 2.63% | −320.0% | Reduced |
| Synovus Financial Corp | 85,777 | $10.8M | 0.11% | +27,003+45.9% | Added |
| Kings Point Capital Management | 84,175 | $10.6M | 0.94% | +3,728+4.6% | Added |
| Asymmetry Capital Management, L.P. | 83,737 | $10.5M | 6.31% | +83,737 | New |
| Louisiana State Employees Retirement System | 83,700 | $10.5M | 0.25% | −200−0.2% | Reduced |
| Achmea Investment Management B.V. | 83,630 | $10.5M | 0.32% | −2,378−2.8% | Reduced |
| Stonebridge Capital Advisors LLC | 82,637 | $10.4M | 1.26% | +168+0.2% | Added |
| Guardian Capital LP | 82,279 | $10.3M | 0.21% | −654−0.8% | Reduced |
| Westchester Capital Management, Inc. | 82,198 | $10.3M | 2.87% | +1,045+1.3% | Added |
| Peapack Gladstone Financial Corp | 81,992 | $10.3M | 0.21% | +31,641+62.8% | Added |
| Kempen Capital Management N.V. | 81,513 | $10.2M | 0.37% | +6,069+8.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 80,454 | $10.1M | 3.01% | +664+0.8% | Added |
| BBVA USA | 80,385 | $10.1M | 0.59% | +873+1.1% | Added |
| Trexquant Investment LP | 80,326 | $10.1M | 0.80% | +16,730+26.3% | Added |
| Skba Capital Management LLC | 80,096 | $10.0M | 2.00% | −150−0.2% | Reduced |
| Sivik Global Healthcare LLC | 80,000 | $10.0M | 3.61% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 80,000 | $10.0M | 2.88% | 00.0% | Unchanged |
| Conning Inc. | 79,910 | $10.0M | 0.29% | +15,080+23.3% | Added |
| Appleton Partners Inc | 79,774 | $10.0M | 0.83% | +354+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 79,320 | $9.94M | 1.13% | −22,780−22.3% | Reduced |
| Community Financial Services Group, LLC | 79,203 | $9.93M | 2.70% | +1,570+2.0% | Added |
| NewEdge Wealth, LLC | 79,065 | $9.91M | 0.59% | +1,250+1.6% | Added |
| Hikari Power Ltd | 79,060 | $9.91M | 0.99% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 78,552 | $9.85M | 0.46% | +208+0.3% | Added |
| LS Investment Advisors, LLC | 77,545 | $9.72M | 1.25% | +1,943+2.6% | Added |
| Spearhead Capital Advisors, LLC | 77,380 | $9.70M | 1.29% | +9,635+14.2% | Added |
| Andra AP-fonden | 77,200 | $9.68M | 0.20% | +200+0.3% | Added |
| Cutler Investment Counsel LLC | 75,889 | $9.51M | 1.50% | −4,763−5.9% | Reduced |