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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 75,309 | $9.45M | 1.06% | −6,330−7.8% | Reduced |
| Caption Management, LLC | 75,000 | $9.40M | 0.62% | +75,000 | New |
| Valicenti Advisory Services Inc | 74,692 | $9.36M | 2.54% | −380−0.5% | Reduced |
| TD Private Client Wealth LLC | 74,488 | $9.34M | 0.40% | +1,286+1.8% | Added |
| Adviser Investments LLC | 74,002 | $9.28M | 0.69% | +968+1.3% | Added |
| Moody National Bank Trust Division | 73,940 | $9.27M | 0.14% | −100.0% | Reduced |
| American National Bank | 73,746 | $9.24M | 2.05% | −623−0.8% | Reduced |
| Kanawha Capital Management LLC | 73,645 | $9.23M | 0.85% | −280.0% | Reduced |
| Oak Associates, Ltd | 73,626 | $9.23M | 0.53% | 00.0% | Unchanged |
| Moreno Evelyn V | 73,106 | $9.16M | 2.16% | −1,220−1.6% | Reduced |
| Berkshire Asset Management LLC | 72,856 | $9.13M | 0.61% | +2,070+2.9% | Added |
| Cerity Partners LLC | 72,553 | $9.09M | 0.20% | +5,522+8.2% | Added |
| River Road Asset Management, LLC | 71,641 | $8.98M | 0.10% | −5,401−7.0% | Reduced |
| Pallas Capital Advisors LLC | 74,056 | $8.97M | 0.99% | +15,810+27.1% | Added |
| Shelter Mutual Insurance Co | 71,396 | $8.95M | 2.52% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 71,200 | $8.93M | 0.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 70,612 | $8.90M | 1.19% | −184−0.3% | Reduced |
| NS Partners Ltd | 70,776 | $8.87M | 0.45% | −870−1.2% | Reduced |
| Fiduciary Trust Co | 70,733 | $8.87M | 0.16% | −804−1.1% | Reduced |
| Cetera Advisor Networks LLC | 70,463 | $8.83M | 0.12% | +6,771+10.6% | Added |
| McCollum Christoferson Group LLC | 70,228 | $8.80M | 2.10% | +105+0.1% | Added |
| Ledyard National Bank | 70,139 | $8.79M | 0.91% | −1,359−1.9% | Reduced |
| American National Insurance Co | 69,749 | $8.74M | 0.33% | −200.0% | Reduced |
| Raymond James Trust N.A. | 69,674 | $8.73M | 0.29% | +538+0.8% | Added |
| Dividend Assets Capital, LLC | 69,274 | $8.68M | 1.75% | −667−1.0% | Reduced |
| Isthmus Partners, LLC | 68,818 | $8.63M | 1.56% | +605+0.9% | Added |
| MainStreet Investment Advisors LLC | 68,630 | $8.60M | 0.83% | −1,054−1.5% | Reduced |
| Atlantic Union Bankshares Corp | 68,572 | $8.60M | 0.81% | −1,687−2.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 68,537 | $8.59M | 0.17% | +8,930+15.0% | Added |
| Xponance, Inc. | 68,050 | $8.53M | 0.16% | −35,017−34.0% | Reduced |
| Olstein Capital Management, L.P. | 68,000 | $8.52M | 1.04% | −3,000−4.2% | Reduced |
| Alley Co LLC | 67,857 | $8.51M | 1.52% | +970+1.5% | Added |
| Nicola Wealth Management Ltd. | 67,636 | $8.48M | 0.87% | −9,000−11.7% | Reduced |
| JGP Wealth Management, LLC | 67,625 | $8.48M | 1.83% | +1,151+1.7% | Added |
| Kingsview Wealth Management, LLC | 67,609 | $8.47M | 0.40% | +3,034+4.7% | Added |
| F&V Capital Management, LLC | 67,550 | $8.47M | 3.39% | +310+0.5% | Added |
| ExodusPoint Capital Management, LP | 67,476 | $8.46M | 0.13% | −15,576−18.8% | Reduced |
| People's United Financial, Inc. | 67,394 | $8.45M | 0.19% | −62−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 67,332 | $8.44M | 0.60% | −75−0.1% | Reduced |
| Toth Financial Advisory Corp | 66,880 | $8.38M | 1.27% | +647+1.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 66,856 | $8.38M | 1.44% | +559+0.8% | Added |
| American Assets Investment Management, LLC | 66,632 | $8.35M | 1.04% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 65,953 | $8.35M | 0.72% | −194−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 66,145 | $8.29M | 0.35% | +97+0.1% | Added |
| Lee Danner & Bass Inc | 66,067 | $8.28M | 0.76% | +330+0.5% | Added |
| Monarch Capital Management Inc | 65,825 | $8.25M | 2.29% | −2,040−3.0% | Reduced |
| Regentatlantic Capital LLC | 65,280 | $8.18M | 0.25% | +472+0.7% | Added |
| Alerus Financial NA | 65,134 | $8.16M | 0.74% | −146−0.2% | Reduced |
| First American Bank | 64,655 | $8.11M | 0.47% | +689+1.1% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $8.09M | 0.21% | −34,349−34.7% | Reduced |
| Logan Capital Management Inc | 64,331 | $8.06M | 0.38% | +3,085+5.0% | Added |
| First Nebraska Trust Co | 64,291 | $8.06M | 1.05% | −118−0.2% | Reduced |
| TCTC Holdings, LLC | 63,659 | $7.98M | 0.37% | −2,280−3.5% | Reduced |
| HM Payson & Co | 63,630 | $7.98M | 0.19% | −1,802−2.8% | Reduced |
| Intact Investment Management Inc. | 63,200 | $7.92M | 0.22% | +1,600+2.6% | Added |
| Nelson Capital Management, LLC | 63,074 | $7.91M | 1.57% | −408−0.6% | Reduced |
| Copeland Capital Management, LLC | 62,705 | $7.86M | 0.22% | +18,899+43.1% | Added |
| Aperture Investors, LLC | 62,311 | $7.81M | 1.05% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 61,990 | $7.77M | 0.09% | +8,690+16.3% | Added |
| Griffin Asset Management, Inc. | 61,490 | $7.71M | 0.99% | +225+0.4% | Added |
| Gradient Investments LLC | 60,954 | $7.64M | 0.21% | +9,315+18.0% | Added |
| Murphy Pohlad Asset Management LLC | 60,912 | $7.63M | 3.12% | 00.0% | Unchanged |
| Round Hill Asset Management | 60,321 | $7.56M | 3.80% | −275−0.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 60,140 | $7.54M | 3.39% | +800+1.3% | Added |
| Schwerin Boyle Capital Management Inc | 60,000 | $7.52M | 0.63% | +60,000 | New |
| Verition Fund Management LLC | 59,511 | $7.46M | 0.11% | +51,758+667.6% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $7.41M | 1.59% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 59,060 | $7.40M | 2.07% | −707−1.2% | Reduced |
| Linscomb & Williams, Inc. | 58,514 | $7.33M | 0.38% | +1,014+1.8% | Added |
| Segment Wealth Management, LLC | 58,169 | $7.29M | 0.87% | +1,477+2.6% | Added |
| Consolidated Investment Group LLC | 58,100 | $7.28M | 1.14% | +14,000+31.7% | Added |
| Camden National Bank | 58,042 | $7.28M | 1.40% | +260.0% | Added |
| Quantitative Investment Management, LLC | 57,804 | $7.25M | 0.66% | +16,922+41.4% | Added |
| Moors & Cabot, Inc. | 57,702 | $7.23M | 0.45% | +4,043+7.5% | Added |
| Fayez Sarofim & Co | 57,459 | $7.20M | 0.02% | −748−1.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,258 | $7.18M | 2.16% | +30+0.1% | Added |
| Xcel Wealth Management, LLC | 57,212 | $7.17M | 2.08% | −13,380−19.0% | Reduced |
| Corbyn Investment Management Inc | 56,874 | $7.13M | 2.33% | +100.0% | Added |
| Allied Investment Advisors, LLC | 56,704 | $7.11M | 2.69% | −476−0.8% | Reduced |
| Heritage Investors Management Corp | 56,640 | $7.10M | 0.30% | −927−1.6% | Reduced |
| Siemens Fonds Invest GmbH | 56,549 | $7.09M | 0.47% | +56,549 | New |
| Marks Group Wealth Management, Inc | 56,151 | $7.06M | 0.95% | +4,383+8.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 56,265 | $7.05M | 2.21% | −267−0.5% | Reduced |
| Prospera Financial Services Inc | 56,153 | $7.04M | 0.35% | −6,056−9.7% | Reduced |
| Sonora Investment Management, LLC | 55,379 | $6.94M | 0.87% | +4,697+9.3% | Added |
| Advisor Partners LLC | 55,281 | $6.93M | 0.47% | −2,815−4.8% | Reduced |
| Miramar Capital, LLC | 55,246 | $6.92M | 2.76% | +625+1.1% | Added |
| Fiduciary Group LLC | 55,791 | $6.92M | 0.79% | +282+0.5% | Added |
| Berger Financial Group, Inc | 55,168 | $6.92M | 1.25% | −2,821−4.9% | Reduced |
| Parcion Private Wealth LLC | 53,821 | $6.88M | 0.61% | +453+0.8% | Added |
| Frontier Wealth Management LLC | 54,585 | $6.84M | 0.47% | −498−0.9% | Reduced |
| 1623 Capital LLC | 54,000 | $6.77M | 2.85% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 53,827 | $6.75M | 0.34% | −8,149−13.1% | Reduced |
| Clear Street Markets LLC | 53,100 | $6.66M | 1.47% | +51,465+3,147.7% | Added |
| Banque Cantonale Vaudoise | 53,009 | $6.65M | 0.29% | +23,906+82.1% | Added |
| Somerset Trust Co | 53,015 | $6.64M | 2.71% | −350−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 52,851 | $6.63M | 0.75% | +107+0.2% | Added |
| TownSquare Capital, LLC | 52,817 | $6.62M | 0.19% | +6,745+14.6% | Added |
| Vestmark Advisory Solutions, Inc. | 52,546 | $6.59M | 0.45% | +6,118+13.2% | Added |
| Perennial Advisors, LLC | 51,901 | $6.51M | 1.92% | +1,339+2.6% | Added |