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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, Q4 2021

Institutional positions in Medtronic plc as of Dec 31, 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
2,072
+67 vs. Q3 2021
Shares held
1.08B
+3.80M (+0.4%) vs. Q3 2021
Total value
$112.1B
−$23.3B (−17.2%) vs. Q3 2021
New holders
265
862 more added
Sold out
198
740 more reduced

33 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 2,072 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ4 2021: $112.1B
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 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2021.

Institutions holding MDT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Iron Horse Wealth Management, LLC1$00.00%00.0%Unchanged
PFG Private Wealth Management, LLC2$00.00%+2New
Lowe Wealth Advisors, LLC9$1.00K0.00%00.0%Unchanged
Lake Point Wealth Management12$1.00K0.00%+10+500.0%Added
Evolution Advisers, Inc.10$1.00K0.00%+10New
Hoey Investments, Inc24$2.00K0.00%−4,836−99.5%Reduced
USA Financial Portformulas Corp16$2.00K0.00%−532−97.1%Reduced
IronBridge Private Wealth, LLC20$2.00K0.00%00.0%Unchanged
Burleson & Company, LLC20$2.00K0.00%+20New
Schubert & Co23$2.00K0.00%+23New
Providence Capital Advisors, LLC25$3.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.22$3.00K0.00%+2+10.0%Added
Castle Financial & Retirement Planning Associates, Inc.31$3.00K0.01%+31New
Cedar Wealth Management, LLC28$3.00K0.00%+28New
Karlinski Andrew C25$3.00K0.01%+25New
Roble, Belko & Company, Inc38$4.00K0.00%−15−28.3%Reduced
Henrickson Nauta Wealth Advisors, Inc.40$4.00K0.00%+40New
Concorde Financial Corp36$4.00K0.00%+36New
True Link Financial Advisors, LLC51$5.00K0.00%00.0%Unchanged
Cordasco Financial Network59$6.00K0.00%00.0%Unchanged
Fortis Advisors, LLC55$6.00K0.00%00.0%Unchanged
TSFG, LLC54$6.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC70$7.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC65$7.00K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.66$7.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC68$7.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC63$7.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.68$7.00K0.00%+19+38.8%Added
Elmwood Wealth Management, Inc.63$7.00K0.00%+63New
Islay Capital Management, LLC65$7.00K0.01%+65New
Global Financial Private Client, LLC70$7.24K0.00%+70New
Tucker Asset Management LLC70$7.31K0.00%−114−62.0%Reduced
Baldrige Asset Management LLC75$8.00K0.00%−613−89.1%Reduced
Core Wealth Advisors, Inc.75$8.00K0.00%00.0%Unchanged
Covestor Ltd74$8.00K0.01%+74New
C M Bidwell & Associates Ltd91$9.00K0.01%00.0%Unchanged
Halpern Financial, Inc.95$9.83K0.00%−121−56.0%Reduced
AlphaMark Advisors, LLC100$10.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.97$10.0K0.00%+14+16.9%Added
Rinkey Investments100$10.0K0.01%+100New
PFS Partners, LLC103$10.7K0.01%+103New
Corbenic Partners LLC105$11.0K0.00%−214−67.1%Reduced
Investment Research & Advisory Group, Inc.109$11.0K0.01%00.0%Unchanged
MD Financial Management Inc.105$11.0K0.00%00.0%Unchanged
Retirement Group, LLC104$11.0K0.00%+104New
Coastal Capital Group, Inc.119$12.0K0.00%00.0%Unchanged
Steward Financial Group LLC125$12.0K0.01%+125New
Robbins Farley LLC122$13.0K0.01%−25−17.0%Reduced
Annapolis Financial Services, LLC125$13.0K0.00%+23+22.5%Added
Arcadia Investment Management Corp134$14.0K0.00%00.0%Unchanged
Rise Advisors, LLC137$14.1K0.01%+137New
Laurel Wealth Advisors LLC148$15.0K0.00%00.0%Unchanged
Ahl Investment Management, Inc.145$15.0K0.01%+145New
Investmark Advisory Group LLC145$15.0K0.01%+145New
Sageworth Trust Co150$16.0K0.00%−188−55.6%Reduced
Rather & Kittrell, Inc.162$16.0K0.01%+162New
Financial Connections Group, Inc.162$16.0K0.02%+162New
Western Pacific Wealth Management, LP160$16.0K0.01%+160New
American Research & Management Co.165$17.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC170$18.0K0.01%+170New
HC Financial Advisors Inc183$19.0K0.01%−202−52.5%Reduced
Riverview Trust Co186$19.0K0.01%00.0%Unchanged
Gladius Capital Management LP178$19.0K0.01%+44+32.8%Added
Addison Advisors LLC182$19.0K0.01%+79+76.7%Added
Artemis Wealth Advisors, LLC196$20.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC191$20.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC207$21.0K0.01%+207New
Ahrens Investment Partners LLC201$21.0K0.01%+201New
Founders Capital Management225$23.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC228$24.0K0.01%−59−20.6%Reduced
JCIC Asset Management Inc.235$24.0K0.01%00.0%Unchanged
Red Cedar Capital, LLC229$24.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC233$24.0K0.00%+81+53.3%Added
Horan Securities, Inc.243$25.0K0.02%+243New
PYA Waltman Capital, LLC241$25.0K0.01%+241New
Dixon Hughes Goodman Wealth Advisors LLC239$25.0K0.01%+239New
Proffitt & Goodson Inc249$26.0K0.00%00.0%Unchanged
Curi Capital262$27.0K0.00%+262New
Selective Wealth Management, Inc.274$28.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC278$29.0K0.01%+8+3.0%Added
Vectors Research Management, LLC278$29.0K0.01%+40+16.8%Added
Kenfarb & Co.281$29.0K0.02%+281New
CKW Financial Group250$30.0K0.00%−50−16.7%Reduced
Exchange Traded Concepts, LLC289$30.0K0.00%+2+0.7%Added
Trust Co295$31.0K0.01%00.0%Unchanged
Versant Capital Management, Inc297$31.0K0.01%−2−0.7%Reduced
Stonebridge Financial Planning Group, LLC300$31.0K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC324$34.0K0.02%−1−0.3%Reduced
Byrne Asset Management LLC325$34.0K0.02%+325New
Sound Income Strategies, LLC350$36.0K0.00%−13−3.6%Reduced
Ten Capital Wealth Advisors, LLC354$37.0K0.02%−153−30.2%Reduced
Gables Capital Management Inc.359$37.0K0.02%00.0%Unchanged
RWM Asset Management, LLC358$37.0K0.01%00.0%Unchanged
Stephens Consulting, LLC358$37.0K0.03%+358New
Reilly Financial Advisors, LLC363$38.0K0.00%+50+16.0%Added
Column Capital Advisors, LLC376$39.0K0.01%00.0%Unchanged
Knuff & Co LLC380$39.0K0.01%+30+8.6%Added
CarsonAllaria Wealth Management, Ltd.380$39.0K0.03%+380New
Sandy Cove Advisors, LLC391$40.0K0.03%+391New
Raffa Wealth Management, LLC391$40.4K0.01%−202−34.1%Reduced