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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 21,222 | $2.19M | 0.16% | +1,184+5.9% | Added |
| Arrow Financial Corp | 21,241 | $2.20M | 0.26% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 21,263 | $2.20M | 1.28% | +650+3.2% | Added |
| Northwest Investment Counselors, LLC | 21,296 | $2.20M | 0.54% | +1,468+7.4% | Added |
| Leelyn Smith, LLC | 21,301 | $2.20M | 0.59% | +20,976+6,454.2% | Added |
| Fernwood Investment Management, LLC | 21,346 | $2.21M | 0.72% | −44−0.2% | Reduced |
| Charles Schwab Trust Co | 21,427 | $2.22M | 0.36% | −305−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 21,521 | $2.23M | 0.07% | −493−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 21,666 | $2.24M | 0.03% | −4,069−15.8% | Reduced |
| BFSG, LLC | 21,850 | $2.26M | 0.31% | −748−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,745 | $2.26M | 0.19% | +18,641+600.5% | Added |
| Scissortail Wealth Management, LLC | 21,877 | $2.26M | 0.87% | +21,877 | New |
| Strategic Financial Services, Inc, | 21,886 | $2.26M | 0.17% | −370−1.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 21,893 | $2.27M | 0.54% | +7,820+55.6% | Added |
| Ethic Inc. | 21,925 | $2.27M | 0.17% | +419+1.9% | Added |
| New England Asset Management Inc | 21,944 | $2.27M | 0.03% | −500−2.2% | Reduced |
| Sowell Financial Services LLC | 21,959 | $2.29M | 0.13% | +596+2.8% | Added |
| PFS Investments Inc. | 22,096 | $2.29M | 0.04% | −5,338−19.5% | Reduced |
| Pathstone Family Office, LLC | 22,085 | $2.29M | 0.06% | +1,527+7.4% | Added |
| Howe & Rusling Inc | 22,207 | $2.30M | 0.27% | −16,929−43.3% | Reduced |
| IBM Retirement Fund | 22,354 | $2.31M | 0.29% | −15,509−41.0% | Reduced |
| Capital Investment Advisors, LLC | 22,414 | $2.32M | 0.07% | −1,214−5.1% | Reduced |
| WC Walker & Associates, Inc. | 21,375 | $2.32M | 1.15% | +877+4.3% | Added |
| Buckingham Capital Management, Inc. | 22,503 | $2.33M | 0.36% | +2,540+12.7% | Added |
| Stock Yards Bank & Trust Co | 22,541 | $2.33M | 0.12% | −138,620−86.0% | Reduced |
| Pictet Bank & Trust Ltd | 22,555 | $2.33M | 1.20% | −120−0.5% | Reduced |
| Sawyer & Company, Inc | 22,557 | $2.33M | 1.01% | −84−0.4% | Reduced |
| Patten Group, Inc. | 22,592 | $2.34M | 0.62% | −808−3.5% | Reduced |
| Level Four Advisory Services, LLC | 22,654 | $2.34M | 0.18% | +5,761+34.1% | Added |
| NTV Asset Management LLC | 22,747 | $2.35M | 0.39% | +30.0% | Added |
| TrinityPoint Wealth, LLC | 22,961 | $2.38M | 0.42% | −586−2.5% | Reduced |
| Wetherby Asset Management Inc | 23,219 | $2.40M | 0.14% | −1,537−6.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 23,225 | $2.40M | 0.73% | −1,086−4.5% | Reduced |
| Bogart Wealth, LLC | 23,385 | $2.42M | 0.22% | +3,564+18.0% | Added |
| Vident Investment Advisory, LLC | 23,415 | $2.42M | 0.06% | −2,106−8.3% | Reduced |
| Hoylecohen, LLC | 23,542 | $2.44M | 0.20% | +1,153+5.1% | Added |
| Teza Capital Management LLC | 23,593 | $2.44M | 0.65% | +7,404+45.7% | Added |
| Concentric Wealth Management, LLC | 23,740 | $2.46M | 0.69% | +1,032+4.5% | Added |
| Bristlecone Advisors, LLC | 23,791 | $2.46M | 0.30% | −2,179−8.4% | Reduced |
| LVW Advisors, LLC | 23,825 | $2.46M | 0.42% | −1,649−6.5% | Reduced |
| NovaPoint Capital, LLC | 23,911 | $2.47M | 0.89% | +3,126+15.0% | Added |
| Desjardins Global Asset Management Inc. | 23,944 | $2.48M | 0.21% | +23,944 | New |
| Cohen Lawrence B | 23,970 | $2.48M | 0.97% | −1,445−5.7% | Reduced |
| Flputnam Investment Management Co | 23,980 | $2.48M | 0.08% | −1,976−7.6% | Reduced |
| Hodges Capital Management Inc. | 24,011 | $2.48M | 0.18% | +1,409+6.2% | Added |
| Harrell Investment Partners, LLC | 24,024 | $2.48M | 0.76% | −1,507−5.9% | Reduced |
| Venture Visionary Partners LLC | 24,064 | $2.49M | 0.16% | −2,079−8.0% | Reduced |
| Moloney Securities Asset Management, LLC | 24,090 | $2.49M | 0.42% | −1,469−5.7% | Reduced |
| Trust Co of Vermont | 24,128 | $2.50M | 0.16% | +730+3.1% | Added |
| Cornercap Investment Counsel Inc | 24,152 | $2.50M | 0.36% | +2,901+13.7% | Added |
| Blackhill Capital Inc | 24,177 | $2.50M | 0.21% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 23,732 | $2.51M | 0.56% | +1,396+6.3% | Added |
| Carroll Financial Associates, Inc. | 24,031 | $2.51M | 0.13% | −131−0.5% | Reduced |
| Bradley Mark J. | 24,315 | $2.52M | 1.64% | −1,830−7.0% | Reduced |
| SPC Financial, Inc. | 24,407 | $2.52M | 0.28% | +182+0.8% | Added |
| Proquility Private Wealth Partners, LLC | 24,107 | $2.53M | 0.89% | −730−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 24,759 | $2.56M | 0.16% | +3,075+14.2% | Added |
| Front Row Advisors LLC | 24,788 | $2.58M | 0.96% | −325−1.3% | Reduced |
| Sicart Associates LLC | 24,608 | $2.59M | 0.67% | −919−3.6% | Reduced |
| United Fire Group Inc | 25,000 | $2.59M | 1.22% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $2.59M | 0.33% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,001 | $2.59M | 0.09% | +17,054+214.6% | Added |
| Wedbush Securities Inc | 25,014 | $2.59M | 0.11% | −1,864−6.9% | Reduced |
| Asio Capital, LLC | 25,138 | $2.60M | 0.81% | +2,008+8.7% | Added |
| Miller Investment Management, LP | 25,165 | $2.60M | 0.37% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 25,335 | $2.62M | 1.29% | −100.0% | Reduced |
| American Portfolios Advisors | 25,589 | $2.65M | 0.09% | −6,007−19.0% | Reduced |
| IndexIQ Advisors LLC | 25,675 | $2.66M | 0.09% | −327−1.3% | Reduced |
| AdvisorNet Financial, Inc | 25,743 | $2.66M | 0.16% | +3,604+16.3% | Added |
| Webster Bank, N. A. | 25,755 | $2.66M | 0.28% | +50+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,940 | $2.68M | 0.59% | +279+1.1% | Added |
| Gofen & Glossberg LLC | 26,049 | $2.69M | 0.06% | +5,427+26.3% | Added |
| Valtinson Bruner Financial Planning LLC | 26,184 | $2.71M | 1.48% | +135+0.5% | Added |
| Citadel Investment Advisory, Inc. | 26,322 | $2.72M | 1.59% | +9,517+56.6% | Added |
| Tocqueville Asset Management L.P. | 26,350 | $2.73M | 0.04% | +109+0.4% | Added |
| Legacy Wealth Asset Management, LLC | 26,414 | $2.73M | 0.93% | +1,181+4.7% | Added |
| Comerica Securities,inc. | 26,372 | $2.75M | 0.18% | +155+0.6% | Added |
| Cornerstone Wealth Group, LLC | 26,898 | $2.78M | 0.48% | +841+3.2% | Added |
| Silvant Capital Management LLC | 26,817 | $2.79M | 0.48% | −1,477−5.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $2.79M | 0.72% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 27,014 | $2.79M | 1.52% | +455+1.7% | Added |
| Twin Capital Management Inc | 27,056 | $2.80M | 0.28% | −10,030−27.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 27,150 | $2.81M | 0.56% | +21,970+424.1% | Added |
| Canton Hathaway, LLC | 27,350 | $2.83M | 0.77% | +100.0% | Added |
| Profund Advisors LLC | 27,355 | $2.83M | 0.09% | +876+3.3% | Added |
| Silvercrest Asset Management Group LLC | 27,447 | $2.84M | 0.02% | −70,979−72.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 27,561 | $2.85M | 0.37% | +13,900+101.7% | Added |
| O'Shaughnessy Asset Management, LLC | 27,639 | $2.86M | 0.05% | −3,106−10.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 27,750 | $2.87M | 0.98% | +27,750 | New |
| Compton Capital Management Inc | 27,770 | $2.87M | 0.75% | +75+0.3% | Added |
| Parsons Capital Management Inc | 27,929 | $2.89M | 0.21% | −1,917−6.4% | Reduced |
| Fundamentun, LLC | 28,099 | $2.91M | 0.46% | +749+2.7% | Added |
| Canandaigua National Corp | 28,121 | $2.91M | 0.43% | −376−1.3% | Reduced |
| Semmax Financial Advisors Inc. | 28,209 | $2.92M | 1.08% | +28,195+201,392.9% | Added |
| Lowe Brockenbrough & Co Inc | 28,252 | $2.94M | 0.21% | −687−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 28,537 | $2.95M | 0.23% | +4,213+17.3% | Added |
| Sumitomo Life Insurance Co | 28,575 | $2.96M | 0.07% | −842−2.9% | Reduced |
| Capital Insight Partners, LLC | 28,821 | $2.98M | 0.61% | +1,392+5.1% | Added |
| Hengehold Capital Management LLC | 28,852 | $2.98M | 0.37% | +693+2.5% | Added |
| Bank Ozk | 28,886 | $2.99M | 1.22% | −120−0.4% | Reduced |