Skip to main content

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.

Institutional holdersQ4 2021: 2,072 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 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 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$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
Citizens Financial Group Inc15,001$1.56M0.05%−2,046−12.0%Reduced
Kinneret Advisory, LLC14,997$1.56M0.16%00.0%Unchanged
Duncker Streett & Co Inc15,116$1.56M0.27%+51+0.3%Added
Monetary Management Group Inc15,346$1.59M0.39%+1,375+9.8%Added
Liberty One Investment Management, LLC15,373$1.59M0.24%+1,212+8.6%Added
Covington Capital Management15,470$1.60M0.06%−687−4.3%Reduced
Inscription Capital, LLC15,605$1.62M0.44%+1,531+10.9%Added
Sun Life Financial INC15,754$1.63M0.06%+1,121+7.7%Added
Red Spruce Capital, LLC15,742$1.63M0.89%+209+1.3%Added
Fulton Bank, N.A.15,754$1.63M0.07%−300−1.9%Reduced
First Hawaiian Bank15,826$1.64M0.05%+9,938+168.8%Added
Werlinich Asset Management, LLC15,885$1.64M1.20%+1,150+7.8%Added
Proequities, Inc.15,796$1.64M0.09%+810+5.4%Added
Highlander Capital Management, LLC15,956$1.65M0.76%00.0%Unchanged
Stone Point Wealth LLC15,975$1.65M1.34%+15,975New
Ashton Thomas Private Wealth, LLC16,022$1.66M0.16%+4,448+38.4%Added
Longfellow Investment Management Co LLC16,028$1.66M0.27%+15,996+49,987.5%Added
Truehand, Inc16,050$1.66M0.97%−1,191−6.9%Reduced
Cary Street Partners Asset Management LLC16,090$1.66M0.36%+5,183+47.5%Added
Wahed Invest LLC16,092$1.67M0.93%+16,092New
Autumn Glory Partners, LLC16,209$1.68M0.70%+16,209New
Capital Investment Advisory Services, LLC16,224$1.68M0.20%+4,475+38.1%Added
Echo Street Capital Management LLC16,228$1.68M0.01%+10,359+176.5%Added
Moody National Bank Trust Division16,522$1.71M0.05%−57,418−77.7%Reduced
Telemus Capital, LLC16,527$1.71M0.14%−518−3.0%Reduced
Fred Alger Management, LLC16,546$1.71M0.00%−881,555−98.2%Reduced
Summit Global Investments16,567$1.71M0.11%+1,446+9.6%Added
Colrain Capital LLC16,500$1.72M2.77%+5,000+43.5%Added
Vestcor Inc16,606$1.72M0.06%−3,278−16.5%Reduced
Hedeker Wealth, LLC16,623$1.72M0.50%−159−0.9%Reduced
Waycross Partners, LLC16,673$1.73M0.99%+662+4.1%Added
Mattern Wealth Management LLC16,695$1.73M0.51%+42+0.3%Added
Town & Country Bank & Trust CO dba First Bankers Trust CO16,713$1.73M0.76%+1,319+8.6%Added
Whittier Trust Co of Nevada Inc16,754$1.73M0.06%−775−4.4%Reduced
Hudson Value Partners, LLC16,752$1.73M0.84%+497+3.1%Added
Private Wealth Partners, LLC16,942$1.75M0.15%−818−4.6%Reduced
Citizens National Bank Trust Department17,152$1.77M0.67%−11,465−40.1%Reduced
Access Financial Services, Inc.17,217$1.78M0.80%−134−0.8%Reduced
Lido Advisors, LLC17,230$1.78M0.03%−2,684−13.5%Reduced
Albion Financial Group17,454$1.81M0.14%−2,444−12.3%Reduced
DuPont Capital Management Corp17,479$1.81M0.06%−7,719−30.6%Reduced
Money Concepts Capital Corp17,545$1.81M0.15%+17,545New
Great Lakes Advisors, LLC17,555$1.82M0.03%−188−1.1%Reduced
Illinois Municipal Retirement Fund17,570$1.82M0.05%+3,375+23.8%Added
Harbor Investment Advisory, LLC17,597$1.82M0.23%+2,808+19.0%Added
CFS Investment Advisory Services, LLC17,584$1.82M0.24%+229+1.3%Added
Wills Financial Group, Inc.17,662$1.83M0.72%−617−3.4%Reduced
Condor Capital Management17,684$1.83M0.20%+94+0.5%Added
Private Trust Co NA17,699$1.83M0.25%−737−4.0%Reduced
Connolly Sarah T.17,701$1.83M1.02%+7,222+68.9%Added
Banco de Sabadell, S.A17,723$1.84M1.03%+2,712+18.1%Added
Advisory Research Inc17,907$1.85M0.15%+4,306+31.7%Added
Strategic Wealth Partners, Ltd.17,987$1.86M0.35%+2,397+15.4%Added
Central Trust Co18,030$1.86M0.05%−20−0.1%Reduced
Baker Tilly Wealth Management, LLC18,049$1.87M0.20%+497+2.8%Added
Investors Financial Group, LLC18,209$1.88M0.88%+261+1.5%Added
Schulhoff & Co Inc18,240$1.89M0.78%−135−0.7%Reduced
Columbia Asset Management18,282$1.89M0.39%−3,926−17.7%Reduced
Virginia Wealth Management Group, Inc.18,429$1.91M1.72%+18,429New
Sawtooth Solutions, LLC18,468$1.91M0.21%+5,853+46.4%Added
Householder Group Estate & Retirement Specialist, LLC18,485$1.91M0.71%+18,485New
Hanson & Doremus Investment Management18,496$1.91M0.41%+897+5.1%Added
Financial Advocates Investment Management85,600$1.93M0.14%+79,807+1,377.6%Added
Epiq Partners, LLC18,718$1.94M1.03%−200−1.1%Reduced
Charter Oak Capital Management, LLC18,763$1.94M0.23%+40.0%Added
ProVise Management Group, LLC18,873$1.95M0.18%+282+1.5%Added
NBT Bank N A19,066$1.97M0.25%+257+1.4%Added
Truvestments Capital LLC19,093$1.98M0.99%+382+2.0%Added
Citizens Business Bank19,100$1.98M0.24%+1,200+6.7%Added
IMA Wealth, Inc.19,125$1.98M0.44%−1,965−9.3%Reduced
Greenleaf Trust19,253$1.99M0.02%−3,651−15.9%Reduced
Quantitative Investment Management, LLC19,352$2.00M0.28%−38,452−66.5%Reduced
AIMZ Investment Advisors, LLC19,374$2.00M0.78%+703+3.8%Added
Farmers National Bank19,517$2.02M0.67%+19,517New
Hartline Investment Corp19,588$2.03M0.28%−2,393−10.9%Reduced
1st Source Bank19,738$2.04M0.12%−250−1.3%Reduced
Cordatus Wealth Management LLC19,756$2.04M0.60%+1,112+6.0%Added
Allworth Financial LP19,862$2.06M0.03%−369−1.8%Reduced
Scott & Selber, Inc.19,923$2.06M0.73%+2,399+13.7%Added
Sandy Spring Bank19,946$2.06M0.10%−501−2.5%Reduced
Whittier Trust Co20,010$2.07M0.03%−907−4.3%Reduced
Trust Co of Oklahoma20,177$2.09M0.71%−498−2.4%Reduced
Jefferies Group LLC20,200$2.09M0.04%+15,108+296.7%Added
Drexel Morgan & Co.20,221$2.09M0.61%00.0%Unchanged
Chilton Investment Co LLC20,229$2.09M0.04%−5,988−22.8%Reduced
Wunderlich Capital Managemnt20,229$2.09M0.93%+466+2.4%Added
RBA Wealth Management, LLC20,347$2.10M0.99%+20,347New
Arlington Partners LLC20,355$2.11M0.57%−1,078−5.0%Reduced
Stratos Wealth Partners, LTD.20,358$2.11M0.05%+1,371+7.2%Added
Valeo Financial Advisors, LLC20,431$2.11M0.12%+842+4.3%Added
Princeton Global Asset Management LLC20,457$2.12M0.59%−760−3.6%Reduced
Hall Laurie J Trustee20,485$2.12M0.75%+1,975+10.7%Added
JustInvest LLC20,578$2.13M0.13%−10,969−34.8%Reduced
Spectrum Asset Management, Inc. (NB/CA)20,658$2.14M0.60%−6,673−24.4%Reduced
Tealwood Asset Management Inc20,701$2.14M0.86%−1,596−7.2%Reduced
Heritage Way Advisors, LLC20,845$2.16M0.81%−610−2.8%Reduced
CAPROCK Group, Inc.20,721$2.16M0.18%−3,076−12.9%Reduced
Veriti Management LLC21,074$2.18M0.28%−1,965−8.5%Reduced
Glassy Mountain Advisors, Inc.21,151$2.19M1.13%+21,151New
Sigma Planning Corp21,191$2.19M0.06%+1,226+6.1%Added