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
- +66 vs. Q3 2021
- Shares held
- 1.08B
- +3.79M (+0.4%) vs. Q3 2021
- Total value
- $112.1B
- −$23.3B (−17.2%) vs. Q3 2021
- New holders
- 265
- 862 more added
- Sold out
- 199
- 740 more reduced
32 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Platform Technology Partners | 9,850 | $1.02M | 0.45% | +162+1.7% | Added |
| Main Street Financial Solutions, LLC | 9,852 | $1.02M | 0.14% | +244+2.5% | Added |
| Wealth Alliance | 9,878 | $1.02M | 0.21% | −433−4.2% | Reduced |
| Eads & Heald Wealth Management | 9,916 | $1.03M | 0.45% | +235+2.4% | Added |
| Ballast Advisors LLC | 9,943 | $1.03M | 0.39% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,972 | $1.03M | 0.18% | −128−1.3% | Reduced |
| CWA Asset Management Group, LLC | 9,980 | $1.03M | 0.08% | +138+1.4% | Added |
| S.E.E.D. Planning Group LLC | 9,974 | $1.03M | 0.45% | +6,582+194.0% | Added |
| VELA Investment Management, LLC | 9,983 | $1.03M | 0.69% | +9,983 | New |
| GSB Wealth Management, LLC | 9,991 | $1.03M | 0.30% | +9,991 | New |
| Ballentine Partners, LLC | 10,015 | $1.03M | 0.03% | +1,234+14.1% | Added |
| Hudson Bay Capital Management LP | 10,000 | $1.03M | 0.01% | +10,000 | New |
| Biltmore Family Office, LLC | 9,958 | $1.04M | 0.20% | +1,563+18.6% | Added |
| Rockland Trust Co | 10,009 | $1.04M | 0.07% | +2,218+28.5% | Added |
| XML Financial, LLC | 10,020 | $1.04M | 0.12% | +372+3.9% | Added |
| Benjamin Edwards Inc | 10,038 | $1.04M | 0.34% | +5,839+139.1% | Added |
| Orion Portfolio Solutions, LLC | 10,045 | $1.04M | 0.03% | +1,057+11.8% | Added |
| Mechanics Bank Trust Department | 10,079 | $1.04M | 0.15% | −300−2.9% | Reduced |
| Signature Wealth Management Group | 10,091 | $1.04M | 0.53% | +601+6.3% | Added |
| Valmark Advisers, Inc. | 10,111 | $1.05M | 0.02% | −8−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,142 | $1.05M | 0.05% | −438−4.1% | Reduced |
| Western Wealth Management, LLC | 10,163 | $1.05M | 0.10% | +10,163 | New |
| GDS Wealth Management | 10,137 | $1.05M | 0.23% | +10,137 | New |
| Capital Asset Advisory Services LLC | 10,090 | $1.05M | 0.11% | +1,500+17.5% | Added |
| Credential Qtrade Securities Inc. | 10,171 | $1.05M | 0.07% | +527+5.5% | Added |
| Centiva Capital, LP | 10,200 | $1.05M | 0.07% | +7,508+278.9% | Added |
| Zions Bancorporation, N.A. | 10,257 | $1.06M | 0.09% | +1,794+21.2% | Added |
| Symmetry Partners, LLC | 10,328 | $1.07M | 0.07% | −458−4.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,354 | $1.07M | 0.37% | +10,354 | New |
| Procyon Private Wealth Partners, LLC | 10,364 | $1.07M | 0.23% | +275+2.7% | Added |
| TCM Advisors, LLC | 10,500 | $1.08M | 0.95% | +10,500 | New |
| Ferguson Wellman Capital Management, Inc | 10,431 | $1.08M | 0.03% | −124,037−92.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,447 | $1.08M | 0.07% | −5,738−35.5% | Reduced |
| Madison Wealth Management | 10,479 | $1.08M | 0.22% | −452−4.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 10,520 | $1.09M | 0.08% | −87−0.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 10,250 | $1.09M | 0.25% | +210+2.1% | Added |
| Assenagon Asset Management S.A. | 10,543 | $1.09M | 0.00% | −1,975−15.8% | Reduced |
| Pflug Koory, LLC | 10,582 | $1.09M | 0.55% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 10,599 | $1.10M | 0.32% | +538+5.3% | Added |
| Blackhawk Capital Partners LLC. | 10,625 | $1.10M | 0.66% | +2,039+23.7% | Added |
| Boston Family Office LLC | 10,658 | $1.10M | 0.07% | +258+2.5% | Added |
| Galibier Capital Management Ltd. | 10,670 | $1.10M | 0.16% | +2,000+23.1% | Added |
| Vance Wealth, Inc. | 10,700 | $1.11M | 1.09% | +10,700 | New |
| Marble Harbor Investment Counsel, LLC | 10,708 | $1.11M | 0.13% | −1,975−15.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,727 | $1.11M | 0.01% | +231+2.2% | Added |
| DAGCO, Inc. | 10,796 | $1.12M | 0.44% | −623−5.5% | Reduced |
| Jacobi Capital Management LLC | 10,819 | $1.12M | 0.13% | +1,288+13.5% | Added |
| DMG Group, LLC | 10,869 | $1.12M | 0.97% | +10,869 | New |
| WoodTrust Financial Corp | 10,849 | $1.12M | 0.23% | +2,775+34.4% | Added |
| First Financial Bank - Trust Division | 10,909 | $1.13M | 0.11% | −204−1.8% | Reduced |
| Shufro Rose & Co LLC | 10,904 | $1.13M | 0.08% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,974 | $1.14M | 0.13% | −682−5.9% | Reduced |
| MBB Public Markets I LLC | 10,972 | $1.14M | 0.02% | +10,972 | New |
| RFG Advisory, LLC | 10,979 | $1.14M | 0.08% | +2,382+27.7% | Added |
| Founders Financial Securities LLC | 11,023 | $1.14M | 0.21% | +551+5.3% | Added |
| Arden Trust Co | 11,027 | $1.14M | 0.19% | −64−0.6% | Reduced |
| Shelton Capital Management | 11,043 | $1.14M | 0.04% | −126−1.1% | Reduced |
| TSP Capital Management Group, LLC | – | $1.14M | 0.38% | – | – |
| Moneta Group Investment Advisors LLC | 11,078 | $1.15M | 0.05% | −290−2.6% | Reduced |
| Aaron Wealth Advisors | 11,127 | $1.15M | 0.32% | +191+1.7% | Added |
| Metis Global Partners, LLC | 11,121 | $1.15M | 0.32% | +11,121 | New |
| Clifford Swan Investment Counsel LLC | 11,199 | $1.16M | 0.04% | −21−0.2% | Reduced |
| Strategic Advisors LLC | 11,221 | $1.16M | 0.17% | +9,333+494.3% | Added |
| Mutual Advisors, LLC | 11,248 | $1.16M | 0.06% | +436+4.0% | Added |
| Markston International LLC | 11,285 | $1.17M | 1.18% | −547−4.6% | Reduced |
| AMG National Trust Bank | 11,294 | $1.17M | 0.04% | −425−3.6% | Reduced |
| Windsor Group LTD | 10,990 | $1.17M | 0.21% | −1,103−9.1% | Reduced |
| 17 Capital Partners, LLC | 11,307 | $1.17M | 1.07% | −614−5.2% | Reduced |
| Lipe & Dalton | 11,482 | $1.19M | 0.56% | +6+0.1% | Added |
| Integrated Wealth Concepts LLC | 11,499 | $1.19M | 0.04% | −11,604−50.2% | Reduced |
| Geneos Wealth Management Inc. | 11,520 | $1.19M | 0.05% | −236−2.0% | Reduced |
| Legacy Financial Strategies, LLC | 11,524 | $1.19M | 0.52% | +56+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 11,534 | $1.19M | 0.31% | +337+3.0% | Added |
| Lionsbridge Wealth Management LLC | 11,569 | $1.20M | 1.28% | −169−1.4% | Reduced |
| City State Bank | 11,578 | $1.20M | 0.74% | +11,578 | New |
| Glen Eagle Advisors, LLC | 11,642 | $1.20M | 0.31% | −522−4.3% | Reduced |
| Fosun International Ltd | 11,600 | $1.21M | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,668 | $1.21M | 0.04% | −3,076−20.9% | Reduced |
| First National Bank & Trust Co of Newtown | 11,678 | $1.21M | 0.23% | −44−0.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 11,746 | $1.22M | 0.09% | −805−6.4% | Reduced |
| Park National Corp | 11,762 | $1.22M | 0.05% | −3,260−21.7% | Reduced |
| Foster & Motley Inc | 11,769 | $1.22M | 0.09% | −388−3.2% | Reduced |
| Insight Inv LLC | 11,749 | $1.22M | 1.12% | +11,749 | New |
| Trustco Bank Corp N Y | 11,859 | $1.23M | 1.07% | −50−0.4% | Reduced |
| Founders Capital Management, LLC | 11,859 | $1.23M | 0.27% | 00.0% | Unchanged |
| Outfitter Financial LLC | 11,870 | $1.23M | 0.90% | +200+1.7% | Added |
| Agate Pass Investment Management, LLC | 11,901 | $1.23M | 0.77% | +11,901 | New |
| Altium Wealth Management LLC | 11,923 | $1.23M | 0.08% | −1,217−9.3% | Reduced |
| Davis-Rea Ltd. | 11,860 | $1.23M | 0.57% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,935 | $1.24M | 0.12% | +488+4.3% | Added |
| Alaethes Wealth LLC | 11,959 | $1.24M | 0.78% | +1,422+13.5% | Added |
| Guardian Wealth Management, Inc. | 11,987 | $1.24M | 1.19% | +11,987 | New |
| SkyView Investment Advisors, LLC | 15,688 | $1.24M | 0.28% | +5,421+52.8% | Added |
| Prelude Capital Management, LLC | 12,029 | $1.24M | 0.06% | +5,084+73.2% | Added |
| Strategic Wealth Advisors Group, LLC | 11,809 | $1.25M | 0.06% | +11,809 | New |
| Janney Capital Management LLC | 12,065 | $1.25M | 0.08% | +432+3.7% | Added |
| Optas, LLC | 12,069 | $1.25M | 0.35% | −39−0.3% | Reduced |
| PFG Advisors | 12,114 | $1.25M | 0.13% | +1,388+12.9% | Added |
| Westside Investment Management, Inc. | 12,176 | $1.26M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 12,190 | $1.26M | 0.22% | −800−6.2% | Reduced |