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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 12,241 | $1.27M | 0.07% | −28,632−70.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,247 | $1.27M | 0.02% | +1,105+9.9% | Added |
| MV Capital Management, Inc. | 12,336 | $1.28M | 0.19% | +7+0.1% | Added |
| Violich Capital Management, Inc. | 12,348 | $1.28M | 0.18% | −50−0.4% | Reduced |
| Burney Co | 12,382 | $1.28M | 0.06% | −665−5.1% | Reduced |
| BigSur Wealth Management LLC | 12,307 | $1.28M | 0.50% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 12,300 | $1.28M | 0.02% | +4,630+60.4% | Added |
| Mason Investment Advisory Services, Inc. | 12,420 | $1.28M | 0.11% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 12,426 | $1.28M | 0.09% | +2,409+24.0% | Added |
| NEXT Financial Group, Inc | 12,414 | $1.29M | 0.08% | +6,728+118.3% | Added |
| Resurgent Financial Advisors LLC | 12,463 | $1.29M | 1.06% | +12,463 | New |
| Wambolt & Associates, LLC | 12,480 | $1.29M | 0.47% | +1,150+10.2% | Added |
| Lake Street Financial LLC | 12,503 | $1.29M | 0.23% | +2,808+29.0% | Added |
| Cascade Investment Advisors, Inc. | 12,507 | $1.29M | 0.76% | +377+3.1% | Added |
| Dynamic Advisor Solutions LLC | 12,559 | $1.30M | 0.09% | +316+2.6% | Added |
| Hilltop Holdings Inc. | 12,600 | $1.30M | 0.14% | +7+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12,634 | $1.31M | 0.23% | −42−0.3% | Reduced |
| AXS Investments LLC | 12,637 | $1.31M | 0.31% | +12,637 | New |
| Oarsman Capital, Inc. | 12,684 | $1.31M | 0.52% | −770−5.7% | Reduced |
| Rothschild Investment Corp | 12,711 | $1.31M | 0.10% | +568+4.7% | Added |
| Harfst & Associates, Inc. | 12,753 | $1.32M | 0.34% | +2,317+22.2% | Added |
| FORA Capital, LLC | 12,772 | $1.32M | 0.51% | +12,772 | New |
| Penobscot Investment Management Company, Inc. | 12,774 | $1.32M | 0.18% | +258+2.1% | Added |
| Sentry Investment Management LLC | 12,789 | $1.32M | 0.35% | +356+2.9% | Added |
| Verdence Capital Advisors LLC | 12,937 | $1.34M | 0.16% | −2,111−14.0% | Reduced |
| Bellecapital International Ltd. | 12,957 | $1.34M | 0.38% | −77−0.6% | Reduced |
| Prudential PLC | 12,977 | $1.34M | 0.02% | −989−7.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.34M | 0.41% | 00.0% | Unchanged |
| Beacon Financial Group | 12,675 | $1.34M | 0.18% | +3,266+34.7% | Added |
| Trust Asset Management LLC | 13,042 | $1.35M | 0.17% | 00.0% | Unchanged |
| Pitcairn Co | 13,066 | $1.35M | 0.09% | −1,874−12.5% | Reduced |
| Mather Group, LLC. | 13,080 | $1.35M | 0.03% | +4,111+45.8% | Added |
| ICW Investment Advisors LLC | 13,129 | $1.36M | 0.76% | +629+5.0% | Added |
| Aberdeen Wealth Management LLC | 13,158 | $1.36M | 0.89% | +134+1.0% | Added |
| Brookstone Capital Management | 12,956 | $1.36M | 0.02% | +2,967+29.7% | Added |
| Tevis Investment Management | 13,187 | $1.36M | 1.19% | +13,187 | New |
| Signaturefd, LLC | 13,247 | $1.37M | 0.04% | +1,793+15.7% | Added |
| Tradition Wealth Management, LLC | 13,289 | $1.38M | 0.17% | −998−7.0% | Reduced |
| Midwest Wealth Management Inc. | 13,333 | $1.38M | 0.86% | +1,319+11.0% | Added |
| Clarius Group, LLC | 13,348 | $1.38M | 0.11% | −523−3.8% | Reduced |
| Legacy Wealth Management, LLC | 13,370 | $1.38M | 0.71% | +27+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 13,377 | $1.38M | 0.41% | −735−5.2% | Reduced |
| High Net Worth Advisory Group LLC | 13,393 | $1.39M | 0.48% | +13,393 | New |
| Hoese & Co LLP | 13,460 | $1.39M | 1.38% | +258+2.0% | Added |
| BNC Wealth Management, LLC | 13,465 | $1.39M | 0.66% | +345+2.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 13,465 | $1.39M | 0.13% | +11,710+667.2% | Added |
| SeaCrest Wealth Management, LLC | 13,474 | $1.39M | 0.15% | +195+1.5% | Added |
| Roundview Capital LLC | 13,499 | $1.40M | 0.14% | −2,979−18.1% | Reduced |
| Trust Co of Toledo NA | 13,498 | $1.40M | 0.21% | +238+1.8% | Added |
| Harrington Investments, INC | 13,498 | $1.40M | 0.75% | +1,165+9.4% | Added |
| Live Oak Private Wealth LLC | 13,507 | $1.40M | 0.26% | +1,795+15.3% | Added |
| Essex Financial Services, Inc. | 13,548 | $1.40M | 0.14% | +7+0.1% | Added |
| Good Life Advisors, LLC | 13,599 | $1.41M | 0.17% | −1,342−9.0% | Reduced |
| Montag A & Associates Inc | 13,622 | $1.41M | 0.07% | −340−2.4% | Reduced |
| Capital Wealth Planning, LLC | 13,645 | $1.41M | 0.03% | −923,220−98.5% | Reduced |
| Fieldpoint Private Securities, LLC | 13,656 | $1.41M | 0.28% | +256+1.9% | Added |
| Wolff Wiese Magana LLC | 13,650 | $1.41M | 0.91% | +4,009+41.6% | Added |
| Means Investment Co., Inc. | 13,711 | $1.42M | 0.25% | +60.0% | Added |
| Accredited Investors Inc. | 13,733 | $1.42M | 0.13% | −2,950−17.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,834 | $1.43M | 0.34% | +13,834 | New |
| Bridges Investment Management Inc | 13,857 | $1.43M | 0.04% | +595+4.5% | Added |
| New England Research & Management, Inc. | 13,869 | $1.44M | 0.69% | +5,750+70.8% | Added |
| ELCO Management Co., LLC | 13,932 | $1.44M | 1.03% | −1,626−10.5% | Reduced |
| Triangle Securities Wealth Management | 13,925 | $1.44M | 0.45% | +535+4.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,950 | $1.44M | 0.06% | −2,046−12.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 13,975 | $1.45M | 1.31% | +13,975 | New |
| Doliver Advisors, LP | 14,143 | $1.45M | 0.46% | +4,605+48.3% | Added |
| Belpointe Asset Management LLC | 14,063 | $1.45M | 0.09% | +1,092+8.4% | Added |
| Calamos Wealth Management LLC | 14,083 | $1.46M | 0.11% | −1,661−10.6% | Reduced |
| Bryn Mawr Trust Co | 14,087 | $1.46M | 0.05% | +308+2.2% | Added |
| Uncommon Cents Investing LLC | 14,102 | $1.46M | 0.55% | +677+5.0% | Added |
| Gilman Hill Asset Management, LLC | 14,233 | $1.47M | 0.33% | +1,142+8.7% | Added |
| Duff & Phelps Investment Management Co | 14,257 | $1.48M | 0.02% | +104+0.7% | Added |
| Coastline Trust Co | 14,305 | $1.48M | 0.17% | −64−0.4% | Reduced |
| Vicus Capital | 14,339 | $1.48M | 0.15% | +14,339 | New |
| Exeter Financial, LLC | 14,050 | $1.48M | 0.81% | −231−1.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 14,378 | $1.49M | 1.19% | −1,165−7.5% | Reduced |
| Northstar Asset Management LLC | 14,422 | $1.49M | 0.35% | −10.0% | Reduced |
| SNS Financial Group, LLC | 14,455 | $1.50M | 0.17% | −167−1.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,457 | $1.50M | 0.85% | +4,406+43.8% | Added |
| Snowden Capital Advisors LLC | 14,474 | $1.50M | 0.08% | −13,497−48.3% | Reduced |
| Jarislowsky, Fraser Ltd | 14,486 | $1.50M | 0.01% | −193−1.3% | Reduced |
| We Are One Seven, LLC | 14,495 | $1.50M | 0.16% | +2,678+22.7% | Added |
| Neville Rodie & Shaw Inc | 14,579 | $1.51M | 0.11% | −100−0.7% | Reduced |
| Meristem Family Wealth, LLC | 14,630 | $1.51M | 0.13% | +410+2.9% | Added |
| Riverview Capital Advisers, LLC | 14,627 | $1.51M | 0.67% | +14,627 | New |
| Stiles Financial Services Inc | 14,403 | $1.51M | 0.73% | +14,403 | New |
| Sound View Wealth Advisors Group, LLC | 14,675 | $1.52M | 0.29% | +912+6.6% | Added |
| Rossmore Private Capital | 14,694 | $1.52M | 0.24% | +62+0.4% | Added |
| IFG Advisory, LLC | 14,739 | $1.52M | 0.15% | +467+3.3% | Added |
| Whitener Capital Management, Inc. | 14,746 | $1.52M | 0.55% | −485−3.2% | Reduced |
| Clearstead Advisors, LLC | 14,743 | $1.52M | 0.10% | +668+4.7% | Added |
| Regatta Capital Group, LLC | 14,779 | $1.53M | 0.53% | +14,779 | New |
| Quest Capital Management Inc | 14,909 | $1.54M | 0.26% | −894−5.7% | Reduced |
| Chicago Trust Co NA | 14,963 | $1.55M | 0.31% | +925+6.6% | Added |
| Eqis Capital Management, Inc. | 14,976 | $1.55M | 0.11% | −449−2.9% | Reduced |
| HBK Sorce Advisory LLC | 14,990 | $1.55M | 0.08% | −7,207−32.5% | Reduced |
| RBF Capital, LLC | 15,000 | $1.55M | 0.10% | +15,000 | New |
| Summit Financial, LLC | 14,958 | $1.56M | 0.12% | +4,260+39.8% | Added |
| Mount Yale Investment Advisors, LLC | 15,071 | $1.56M | 0.16% | −3,455−18.6% | Reduced |