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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 51,740 | $6.49M | 0.85% | −65−0.1% | Reduced |
| Mattern Capital Management, LLC | 51,549 | $6.46M | 1.28% | +893+1.8% | Added |
| Private Capital Advisors, Inc. | 51,069 | $6.40M | 1.07% | 00.0% | Unchanged |
| Needham Investment Management LLC | 51,041 | $6.40M | 0.85% | −865−1.7% | Reduced |
| Hall Private Wealth Advisors | 50,757 | $6.36M | 4.06% | +837+1.7% | Added |
| Cardinal Capital Management | 50,717 | $6.36M | 1.38% | −629−1.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 50,186 | $6.29M | 0.61% | +411+0.8% | Added |
| Virginia Retirement Systems Et Al | 50,100 | $6.28M | 0.06% | −1,300−2.5% | Reduced |
| Pinnacle Associates Ltd | 49,532 | $6.21M | 0.11% | −1,069−2.1% | Reduced |
| Chartwell Investment Partners, LLC | 49,450 | $6.20M | 0.19% | +4,039+8.9% | Added |
| Picton Mahoney Asset Management | 49,415 | $6.19M | 0.24% | +2,175+4.6% | Added |
| First Citizens Bank & Trust Co | 49,367 | $6.19M | 0.30% | −612−1.2% | Reduced |
| BerganKDV Wealth Management, LLC | 49,190 | $6.17M | 0.70% | +4,755+10.7% | Added |
| Investment House LLC | 49,051 | $6.15M | 0.45% | +365+0.7% | Added |
| Claret Asset Management Corp | 48,987 | $6.14M | 1.05% | −658−1.3% | Reduced |
| Hexavest Inc. | 48,736 | $6.11M | 0.37% | −9,292−16.0% | Reduced |
| Horizon Investments, LLC | 48,613 | $6.09M | 0.19% | +9,345+23.8% | Added |
| XXEC, Inc. | 48,043 | $6.02M | 4.58% | −905−1.8% | Reduced |
| Headinvest, LLC | 47,995 | $6.02M | 1.14% | +48+0.1% | Added |
| Miracle Mile Advisors, LLC | 47,378 | $5.94M | 0.29% | +6,342+15.5% | Added |
| Value Partners Investments Inc. | 47,554 | $5.93M | 0.50% | +230.0% | Added |
| Segall Bryant & Hamill, LLC | 47,161 | $5.92M | 0.06% | +1,187+2.6% | Added |
| Stokes Capital Advisors, LLC | 47,200 | $5.92M | 1.91% | +940+2.0% | Added |
| Northern Oak Wealth Management Inc | 46,712 | $5.86M | 0.71% | +31+0.1% | Added |
| Minot Wealth Management LLC | 46,624 | $5.84M | 1.26% | +4,188+9.9% | Added |
| TRH Financial, LLC | 46,409 | $5.82M | 2.29% | +9,291+25.0% | Added |
| Rench Wealth Management, Inc. | 46,370 | $5.81M | 2.89% | −165−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 46,159 | $5.79M | 0.12% | +2,187+5.0% | Added |
| AE Wealth Management LLC | 46,047 | $5.77M | 0.05% | +3,752+8.9% | Added |
| Boston Research & Management Inc | 45,998 | $5.76M | 1.72% | +300+0.7% | Added |
| Oak Harvest Investment Services | 45,975 | $5.76M | 1.68% | +5,096+12.5% | Added |
| GAM Holding AG | 45,789 | $5.74M | 0.27% | −6,496−12.4% | Reduced |
| Regal Investment Advisors LLC | 45,766 | $5.74M | 0.56% | +4,939+12.1% | Added |
| Capital Analysts, LLC | 45,622 | $5.72M | 0.38% | +1,289+2.9% | Added |
| Spinnaker Trust | 45,230 | $5.67M | 0.39% | +1,740+4.0% | Added |
| Associated Banc-Corp | 45,220 | $5.67M | 0.22% | +33,093+272.9% | Added |
| Cetera Investment Advisers | 45,014 | $5.64M | 0.09% | +1,732+4.0% | Added |
| Veritable, L.P. | 44,785 | $5.61M | 0.09% | −962−2.1% | Reduced |
| Smithbridge Asset Management Inc | 44,778 | $5.61M | 1.86% | −939−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44,569 | $5.59M | 0.01% | +1,809+4.2% | Added |
| Argyle Capital Management Inc. | 44,350 | $5.56M | 1.84% | −150−0.3% | Reduced |
| Wesbanco Bank Inc | 44,130 | $5.53M | 0.21% | −903−2.0% | Reduced |
| Wafra Inc. | 44,098 | $5.53M | 0.20% | +3,602+8.9% | Added |
| NorthCoast Asset Management LLC | 43,636 | $5.47M | 0.20% | +11,933+37.6% | Added |
| Rafferty Asset Management, LLC | 42,848 | $5.37M | 0.04% | +14,999+53.9% | Added |
| O'Brien Greene & Co. Inc | 42,795 | $5.36M | 1.96% | +33,545+362.6% | Added |
| Transcend Wealth Collective, LLC | 43,029 | $5.34M | 0.48% | +43,029 | New |
| Old Second National Bank of Aurora | 42,473 | $5.32M | 1.44% | +180+0.4% | Added |
| Cresset Asset Management, LLC | 42,016 | $5.29M | 0.07% | +6,353+17.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,957 | $5.26M | 3.37% | 00.0% | Unchanged |
| Jacobs & Co | 41,682 | $5.22M | 0.60% | −263−0.6% | Reduced |
| Bank of Nova Scotia | 41,509 | $5.20M | 0.01% | −525−1.2% | Reduced |
| Advisory Services Network, LLC | 41,247 | $5.17M | 0.16% | +1,460+3.7% | Added |
| Cigna Investments Inc | 41,194 | $5.16M | 0.39% | −822−2.0% | Reduced |
| Integrated Advisors Network LLC | 40,873 | $5.12M | 0.34% | +2,047+5.3% | Added |
| Anchor Investment Management, LLC | 40,755 | $5.11M | 0.71% | +402+1.0% | Added |
| CBOE Vest Financial, LLC | 40,710 | $5.10M | 1.55% | +10,055+32.8% | Added |
| Sectoral Asset Management Inc | 40,201 | $5.04M | 0.42% | −36,900−47.9% | Reduced |
| City Holding Co | 40,178 | $5.04M | 0.86% | −1,387−3.3% | Reduced |
| Scott Investment Partners LLP | 40,100 | $5.03M | 3.45% | 00.0% | Unchanged |
| PointState Capital LP | 40,000 | $5.01M | 0.12% | −7,000−14.9% | Reduced |
| RNC Capital Management LLC | 39,984 | $5.01M | 0.27% | +10,133+33.9% | Added |
| Howe & Rusling Inc | 39,136 | $4.91M | 0.62% | +38,941+19,969.7% | Added |
| Edge Wealth Management LLC | 39,081 | $4.90M | 0.96% | −2,315−5.6% | Reduced |
| National Asset Management, Inc. | 38,916 | $4.88M | 0.16% | +2,012+5.5% | Added |
| O'Shares Investment Advisers, LLC | 38,610 | $4.84M | 0.36% | −21,043−35.3% | Reduced |
| Peloton Wealth Strategists | 38,419 | $4.82M | 1.97% | −700−1.8% | Reduced |
| Gamco Investors, Inc. Et Al | 38,331 | $4.80M | 0.04% | +10,218+36.3% | Added |
| First Washington CORP | 38,281 | $4.80M | 1.75% | −247−0.6% | Reduced |
| Augustine Asset Management Inc | 38,217 | $4.79M | 2.55% | −697−1.8% | Reduced |
| Courier Capital LLC | 38,142 | $4.78M | 0.45% | +1,266+3.4% | Added |
| Aptus Capital Advisors, LLC | 37,984 | $4.76M | 0.19% | +7,689+25.4% | Added |
| IBM Retirement Fund | 37,863 | $4.75M | 0.37% | +64+0.2% | Added |
| Cheviot Value Management, LLC | 37,706 | $4.73M | 1.21% | −1,046−2.7% | Reduced |
| Verity & Verity, LLC | 38,871 | $4.71M | 0.70% | +966+2.5% | Added |
| Jane Street Group, LLC | 37,555 | $4.71M | 0.01% | −349,989−90.3% | Reduced |
| Baker Chad R | 37,550 | $4.71M | 1.06% | 00.0% | Unchanged |
| Laurion Capital Management LP | 37,120 | $4.65M | 0.07% | +27,628+291.1% | Added |
| Twin Capital Management Inc | 37,086 | $4.65M | 0.48% | −4,770−11.4% | Reduced |
| Brewin Dolphin Ltd | 37,075 | $4.65M | 0.19% | +2,615+7.6% | Added |
| Great Valley Advisor Group, Inc. | 36,855 | $4.62M | 0.32% | +1,753+5.0% | Added |
| Surevest, LLC | 36,465 | $4.57M | 1.15% | +1,915+5.5% | Added |
| Paloma Partners Management Co | 36,341 | $4.55M | 0.20% | +18,856+107.8% | Added |
| Argent Trust Co | 36,329 | $4.55M | 0.29% | +3,209+9.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 36,254 | $4.54M | 0.34% | +869+2.5% | Added |
| Terry L. Blaker | 36,223 | $4.54M | 0.29% | −115−0.3% | Reduced |
| Strategy Asset Managers LLC | 36,208 | $4.54M | 1.01% | +822+2.3% | Added |
| Walter & Keenan Financial Consulting Co | 36,005 | $4.51M | 1.53% | +206+0.6% | Added |
| Benson Investment Management Company, Inc. | 35,983 | $4.51M | 2.32% | +85+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 35,944 | $4.51M | 1.00% | +62+0.2% | Added |
| Financial Advisory Service, Inc. | 35,815 | $4.49M | 0.42% | +141+0.4% | Added |
| Evercore Wealth Management, LLC | 35,423 | $4.44M | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 35,393 | $4.44M | 0.22% | +1,256+3.7% | Added |
| Ieq Capital, LLC | 35,378 | $4.43M | 0.12% | +3,905+12.4% | Added |
| Pittenger & Anderson Inc | 35,368 | $4.43M | 0.22% | +1,323+3.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,110 | $4.40M | 0.46% | +93+0.3% | Added |
| Ally Financial Inc. | 35,000 | $4.39M | 0.43% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 34,949 | $4.38M | 1.82% | +463+1.3% | Added |
| Dowling & Yahnke LLC | 34,944 | $4.38M | 0.24% | +989+2.9% | Added |
| Roberts Wealth Advisors, LLC | 34,876 | $4.37M | 1.73% | +34,876 | New |