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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Cohen Lawrence B | 25,415 | $3.19M | 1.68% | −2,457−8.8% | Reduced |
| Andesa Financial Management Inc. | 25,345 | $3.18M | 1.73% | −20,094−44.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 26,049 | $3.17M | 1.74% | −2,370−8.3% | Reduced |
| Coldstream Capital Management Inc | 30,464 | $3.17M | 0.15% | −2,988−8.9% | Reduced |
| Front Row Advisors LLC | 25,113 | $3.16M | 1.34% | −110−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 25,233 | $3.16M | 1.45% | −113−0.4% | Reduced |
| DuPont Capital Management Corp | 25,198 | $3.16M | 0.10% | −11,916−32.1% | Reduced |
| Miller Investment Management, LP | 25,165 | $3.15M | 0.54% | 00.0% | Unchanged |
| Sciencast Management LP | 25,561 | $3.14M | 0.89% | +25,561 | New |
| United Fire Group Inc | 25,000 | $3.13M | 1.56% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $3.13M | 0.43% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 24,905 | $3.12M | 0.08% | +1,692+7.3% | Added |
| Proquility Private Wealth Partners, LLC | 24,837 | $3.11M | 1.18% | +603+2.5% | Added |
| Wetherby Asset Management Inc | 24,756 | $3.10M | 0.19% | −211−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 24,324 | $3.05M | 0.26% | +3,265+15.5% | Added |
| Newman Dignan & Sheerar, Inc. | 24,311 | $3.05M | 1.02% | −186−0.8% | Reduced |
| SPC Financial, Inc. | 24,225 | $3.04M | 0.38% | +429+1.8% | Added |
| Blackhill Capital Inc | 24,177 | $3.03M | 0.26% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 24,162 | $3.03M | 0.17% | −310−1.3% | Reduced |
| Boothbay Fund Management, LLC | 24,098 | $3.02M | 0.12% | −57,006−70.3% | Reduced |
| CAPROCK Group, Inc. | 23,797 | $3.00M | 0.27% | +175+0.7% | Added |
| Capital Investment Advisors, LLC | 23,628 | $2.96M | 0.10% | +1,785+8.2% | Added |
| TrinityPoint Wealth, LLC | 23,547 | $2.95M | 0.56% | +194+0.8% | Added |
| Trust Co of Vermont | 23,398 | $2.93M | 0.21% | −179−0.8% | Reduced |
| Patten Group, Inc. | 23,400 | $2.93M | 0.86% | +93+0.4% | Added |
| Asio Capital, LLC | 23,130 | $2.90M | 1.00% | −2,498−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 23,103 | $2.90M | 0.09% | +3,565+18.2% | Added |
| Veriti Management LLC | 23,039 | $2.89M | 0.41% | +2,532+12.3% | Added |
| Greenleaf Trust | 22,904 | $2.87M | 0.04% | +1,353+6.3% | Added |
| 180 Wealth Advisors, LLC | 22,336 | $2.85M | 0.63% | +295+1.3% | Added |
| NTV Asset Management LLC | 22,744 | $2.85M | 0.49% | −147−0.6% | Reduced |
| Concentric Wealth Management, LLC | 22,708 | $2.85M | 0.87% | −44−0.2% | Reduced |
| Pictet Bank & Trust Ltd | 22,675 | $2.84M | 1.76% | +9,520+72.4% | Added |
| Sawyer & Company, Inc | 22,641 | $2.84M | 1.34% | 00.0% | Unchanged |
| BFSG, LLC | 22,598 | $2.83M | 0.43% | −90−0.4% | Reduced |
| Hodges Capital Management Inc. | 22,602 | $2.83M | 0.21% | +4,334+23.7% | Added |
| Capula Management Ltd | 22,462 | $2.81M | 0.22% | +1,058+4.9% | Added |
| New England Asset Management Inc | 22,444 | $2.81M | 0.05% | 00.0% | Unchanged |
| Hoylecohen, LLC | 22,389 | $2.81M | 0.27% | −413−1.8% | Reduced |
| Tealwood Asset Management Inc | 22,297 | $2.79M | 1.13% | +22,297 | New |
| Strategic Financial Services, Inc, | 22,256 | $2.79M | 0.22% | −505−2.2% | Reduced |
| Columbia Asset Management | 22,208 | $2.78M | 0.61% | −350−1.6% | Reduced |
| HBK Sorce Advisory LLC | 22,197 | $2.78M | 0.15% | +3,039+15.9% | Added |
| AdvisorNet Financial, Inc | 22,139 | $2.77M | 0.19% | −6,919−23.8% | Reduced |
| Ameritas Investment Partners, Inc. | 22,014 | $2.76M | 0.10% | −130−0.6% | Reduced |
| Hartline Investment Corp | 21,981 | $2.75M | 0.38% | −692−3.1% | Reduced |
| Charles Schwab Trust Co | 21,732 | $2.72M | 0.54% | +330+1.5% | Added |
| Avidian Wealth Solutions, LLC | 21,684 | $2.72M | 0.21% | +1,608+8.0% | Added |
| Ethic Inc. | 21,506 | $2.70M | 0.28% | +2,627+13.9% | Added |
| Sowell Financial Services LLC | 21,363 | $2.69M | 0.18% | −3,960−15.6% | Reduced |
| Heritage Way Advisors, LLC | 21,455 | $2.69M | 1.12% | +41+0.2% | Added |
| Arlington Partners LLC | 21,433 | $2.69M | 0.77% | +3,041+16.5% | Added |
| Fernwood Investment Management, LLC | 21,390 | $2.68M | 0.92% | −85−0.4% | Reduced |
| Walleye Trading LLC | 21,369 | $2.68M | 0.06% | +21,369 | New |
| Cornercap Investment Counsel Inc | 21,251 | $2.66M | 0.30% | −152−0.7% | Reduced |
| Arrow Financial Corp | 21,241 | $2.66M | 0.34% | +12,150+133.6% | Added |
| Princeton Global Asset Management LLC | 21,217 | $2.66M | 0.81% | −134−0.6% | Reduced |
| IMA Wealth, Inc. | 21,090 | $2.64M | 0.62% | −65−0.3% | Reduced |
| Whittier Trust Co | 20,917 | $2.62M | 0.05% | +1,545+8.0% | Added |
| NovaPoint Capital, LLC | 20,785 | $2.60M | 1.05% | +146+0.7% | Added |
| Trust Co of Oklahoma | 20,675 | $2.59M | 0.93% | −126−0.6% | Reduced |
| Gofen & Glossberg LLC | 20,622 | $2.58M | 0.06% | +1,068+5.5% | Added |
| Lederer & Associates Investment Counsel | 20,613 | $2.58M | 1.67% | −746−3.5% | Reduced |
| Pathstone Family Office, LLC | 20,558 | $2.58M | 0.08% | +10,060+95.8% | Added |
| WC Walker & Associates, Inc. | 20,498 | $2.57M | 1.38% | +456+2.3% | Added |
| Sandy Spring Bank | 20,447 | $2.56M | 0.14% | −370−1.8% | Reduced |
| Allworth Financial LP | 20,231 | $2.54M | 0.04% | −62−0.3% | Reduced |
| Drexel Morgan & Co. | 20,221 | $2.54M | 0.81% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 20,038 | $2.51M | 0.21% | +5,512+37.9% | Added |
| 1st Source Bank | 19,988 | $2.51M | 0.16% | −265−1.3% | Reduced |
| Sigma Planning Corp | 19,965 | $2.50M | 0.08% | −251−1.2% | Reduced |
| Buckingham Capital Management, Inc. | 19,963 | $2.50M | 0.41% | +706+3.7% | Added |
| Lido Advisors, LLC | 19,914 | $2.50M | 0.06% | +8,081+68.3% | Added |
| Albion Financial Group | 19,898 | $2.49M | 0.22% | +134+0.7% | Added |
| Vestcor Inc | 19,884 | $2.49M | 0.09% | −84,279−80.9% | Reduced |
| Toroso Investments, LLC | 19,837 | $2.49M | 0.09% | +1,538+8.4% | Added |
| Northwest Investment Counselors, LLC | 19,828 | $2.48M | 0.69% | +10+0.1% | Added |
| Bogart Wealth, LLC | 19,821 | $2.48M | 0.25% | +3,428+20.9% | Added |
| Wunderlich Capital Managemnt | 19,763 | $2.48M | 1.19% | +948+5.0% | Added |
| Valeo Financial Advisors, LLC | 19,589 | $2.46M | 0.14% | +4,030+25.9% | Added |
| Vickerman Investment Advisors, Inc. | 19,369 | $2.43M | 0.97% | +19,369 | New |
| Stratos Wealth Partners, LTD. | 18,987 | $2.38M | 0.06% | +283+1.5% | Added |
| Spire Wealth Management | 18,978 | $2.38M | 0.06% | −125−0.7% | Reduced |
| Virtu Financial LLC | 18,981 | $2.38M | 0.21% | +18,981 | New |
| LaFleur & Godfrey LLC | 18,950 | $2.38M | 0.33% | 00.0% | Unchanged |
| Epiq Partners, LLC | 18,918 | $2.37M | 1.09% | +3,717+24.5% | Added |
| Stanley-Laman Group, Ltd. | 18,879 | $2.37M | 0.31% | −18,325−49.3% | Reduced |
| NBT Bank N A | 18,809 | $2.36M | 0.33% | +389+2.1% | Added |
| Charter Oak Capital Management, LLC | 18,759 | $2.35M | 0.29% | +208+1.1% | Added |
| Truvestments Capital LLC | 18,711 | $2.35M | 1.29% | +833+4.7% | Added |
| AIMZ Investment Advisors, LLC | 18,671 | $2.34M | 1.06% | −128−0.7% | Reduced |
| Cordatus Wealth Management LLC | 18,644 | $2.34M | 1.80% | +18,644 | New |
| ProVise Management Group, LLC | 18,591 | $2.33M | 0.23% | +13+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 18,526 | $2.32M | 0.27% | +2,875+18.4% | Added |
| Mid Atlantic Financial Management Inc | 18,514 | $2.32M | 0.16% | +56+0.3% | Added |
| Hall Laurie J Trustee | 18,510 | $2.32M | 0.90% | +1,281+7.4% | Added |
| Private Trust Co NA | 18,436 | $2.31M | 0.34% | +1,834+11.0% | Added |
| Schulhoff & Co Inc | 18,375 | $2.30M | 1.04% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 18,279 | $2.29M | 1.03% | −202−1.1% | Reduced |
| Twin Tree Management, LP | 18,061 | $2.26M | 0.07% | +18,061 | New |