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 |
|---|---|---|---|---|---|
| Butensky & Cohen Financial Security, Inc | 29,174 | $3.02M | 1.08% | +1,050+3.7% | Added |
| Bartlett & Co. LLC | 29,040 | $3.02M | 0.05% | −819−2.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 29,040 | $3.02M | 0.05% | −819−2.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 29,226 | $3.02M | 0.24% | 00.0% | Unchanged |
| Game Creek Capital, LP | 29,500 | $3.05M | 1.53% | +12,750+76.1% | Added |
| Palladium Partners LLC | 29,373 | $3.06M | 0.13% | −424−1.4% | Reduced |
| Laffer Tengler Investments | 29,624 | $3.06M | 0.89% | +1,100+3.9% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $3.07M | 0.14% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 29,824 | $3.09M | 0.41% | +789+2.7% | Added |
| FRG Family Wealth Advisors LLC | 29,856 | $3.09M | 0.58% | −1,446−4.6% | Reduced |
| Apollon Wealth Management, LLC | 29,854 | $3.09M | 0.25% | +18,156+155.2% | Added |
| Intrepid Family Office LLC | 30,000 | $3.10M | 3.62% | +30,000 | New |
| Spring Capital Management, LLC | 30,026 | $3.11M | 2.47% | +30,026 | New |
| Ieq Capital, LLC | 30,319 | $3.14M | 0.07% | −5,059−14.3% | Reduced |
| Cigna Investments Inc | 30,491 | $3.15M | 0.25% | −10,703−26.0% | Reduced |
| Cohen Capital Management, Inc. | 30,557 | $3.16M | 0.52% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 30,557 | $3.16M | 0.51% | +134+0.4% | Added |
| Financial & Tax Architects, LLC | 30,607 | $3.17M | 1.29% | +3,410+12.5% | Added |
| St. James Investment Advisors, LLC | 30,431 | $3.17M | 2.34% | +30,431 | New |
| Holloway Wealth Management, LLC | – | $3.17M | 0.91% | – | – |
| Highland Capital Management, LLC | 30,978 | $3.21M | 0.18% | +472+1.5% | Added |
| Spire Wealth Management | 31,110 | $3.21M | 0.07% | +12,132+63.9% | Added |
| HB Wealth Management, LLC | 31,095 | $3.22M | 0.06% | +31,095 | New |
| Financial Advisory Partners, LLC | 31,111 | $3.22M | 1.17% | +31,111 | New |
| RNC Capital Management LLC | 31,354 | $3.24M | 0.16% | −8,630−21.6% | Reduced |
| Ironwood Investment Counsel, LLC | 31,369 | $3.25M | 0.74% | +2,383+8.2% | Added |
| Zurich Insurance Group Ltd | 31,400 | $3.25M | 0.04% | +14,200+82.6% | Added |
| Cubic Asset Management, LLC | 31,562 | $3.27M | 0.74% | +237+0.8% | Added |
| Strategy Asset Managers LLC | 31,627 | $3.27M | 0.85% | −4,581−12.7% | Reduced |
| Capricorn Fund Managers Ltd | 31,810 | $3.29M | 0.93% | +31,810 | New |
| Toroso Investments, LLC | 31,834 | $3.29M | 0.10% | +11,997+60.5% | Added |
| Mandatum Life Insurance Co Ltd | 32,000 | $3.31M | 0.87% | 00.0% | Unchanged |
| Delta Capital Management LLC | 32,085 | $3.32M | 1.86% | +30+0.1% | Added |
| Kesler, Norman & Wride, LLC | 32,222 | $3.33M | 0.71% | +2,059+6.8% | Added |
| Park Avenue Securities LLC | 32,224 | $3.33M | 0.06% | +909+2.9% | Added |
| Cetera Advisors LLC | 32,291 | $3.34M | 0.07% | −2,382−6.9% | Reduced |
| Picton Mahoney Asset Management | 32,355 | $3.35M | 0.12% | −17,060−34.5% | Reduced |
| Greenline Partners, LLC | 32,638 | $3.38M | 0.64% | −90.0% | Reduced |
| Ingalls & Snyder LLC | 32,716 | $3.38M | 0.15% | −1,150−3.4% | Reduced |
| Shorepoint Capital Partners LLC | 32,770 | $3.39M | 1.38% | +384+1.2% | Added |
| St Germain D J Co Inc | 32,839 | $3.40M | 0.19% | −1,765−5.1% | Reduced |
| Beacon Pointe Advisors, LLC | 32,899 | $3.40M | 0.09% | −73,506−69.1% | Reduced |
| Cypress Asset Management Inc | 32,891 | $3.40M | 0.81% | −129−0.4% | Reduced |
| Palisade Asset Management, LLC | 33,018 | $3.42M | 0.38% | +133+0.4% | Added |
| Dowling & Yahnke LLC | 33,320 | $3.45M | 0.17% | −1,624−4.6% | Reduced |
| Exchange Capital Management, Inc. | 33,494 | $3.46M | 0.63% | −182−0.5% | Reduced |
| Centre Asset Management, LLC | 33,547 | $3.47M | 1.76% | +3,147+10.4% | Added |
| Martin Capital Partners, LLC | 33,565 | $3.47M | 1.64% | +290+0.9% | Added |
| Investment Management of Virginia LLC | 33,607 | $3.48M | 0.56% | +600+1.8% | Added |
| Oak Asset Management, LLC | 33,648 | $3.48M | 1.33% | +983+3.0% | Added |
| Marietta Wealth Management, LLC | 33,686 | $3.48M | 0.70% | +1,520+4.7% | Added |
| JNBA Financial Advisors | 33,769 | $3.49M | 0.43% | −42−0.1% | Reduced |
| Bray Capital Advisors | 33,813 | $3.50M | 0.86% | +2,455+7.8% | Added |
| Cannell Peter B & Co Inc | 34,048 | $3.52M | 0.10% | −200−0.6% | Reduced |
| Horizon Investments, LLC | 34,223 | $3.54M | 0.11% | −14,390−29.6% | Reduced |
| Plimoth Trust Co LLC | 34,334 | $3.55M | 0.90% | +1,298+3.9% | Added |
| Kestra Private Wealth Services, LLC | 34,425 | $3.56M | 0.17% | +4,784+16.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 34,540 | $3.57M | 2.23% | +1,145+3.4% | Added |
| Brewin Dolphin Ltd | 34,723 | $3.59M | 0.16% | −2,352−6.3% | Reduced |
| Surevest, LLC | 34,718 | $3.59M | 0.85% | −1,747−4.8% | Reduced |
| GAM Holding AG | 34,750 | $3.60M | 0.16% | −11,039−24.1% | Reduced |
| Bridge Creek Capital Management LLC | 34,831 | $3.60M | 1.24% | +564+1.6% | Added |
| PointState Capital LP | 35,000 | $3.62M | 0.11% | −5,000−12.5% | Reduced |
| Ally Financial Inc. | 35,000 | $3.62M | 0.33% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 35,097 | $3.63M | 1.06% | +1,450+4.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35,201 | $3.64M | 0.01% | −9,368−21.0% | Reduced |
| Hotaling Investment Management, LLC | 35,480 | $3.67M | 1.27% | +531+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 35,590 | $3.68M | 1.20% | −415−1.2% | Reduced |
| Okabena Investment Services Inc | 35,661 | $3.69M | 1.40% | +35,061+5,843.5% | Added |
| Pearl River Capital, LLC | 35,750 | $3.70M | 1.00% | +29,603+481.6% | Added |
| Pendal Group Limited | 35,786 | $3.70M | 0.03% | +24,896+228.6% | Added |
| Chemung Canal Trust Co | 35,855 | $3.71M | 0.67% | −60,912−62.9% | Reduced |
| Terry L. Blaker | 35,927 | $3.72M | 0.29% | −296−0.8% | Reduced |
| Argent Trust Co | 36,020 | $3.73M | 0.22% | −309−0.9% | Reduced |
| Financial Advisory Service, Inc. | 36,105 | $3.73M | 0.34% | +290+0.8% | Added |
| Coldstream Capital Management Inc | 36,464 | $3.77M | 0.12% | +6,000+19.7% | Added |
| Evercore Wealth Management, LLC | 36,578 | $3.78M | 0.06% | +1,155+3.3% | Added |
| Roberts Wealth Advisors, LLC | 35,685 | $3.79M | 1.36% | +809+2.3% | Added |
| Americana Partners, LLC | 36,735 | $3.80M | 0.69% | +11,290+44.4% | Added |
| Nomura Holdings Inc | 36,797 | $3.81M | 0.02% | −312,599−89.5% | Reduced |
| Peloton Wealth Strategists | 36,854 | $3.81M | 1.53% | −1,565−4.1% | Reduced |
| Keel Point, LLC | 37,016 | $3.83M | 0.56% | +5,384+17.0% | Added |
| Pettyjohn, Wood & White, Inc | 37,126 | $3.84M | 0.79% | +1,182+3.3% | Added |
| Cheviot Value Management, LLC | 37,496 | $3.88M | 0.91% | −210−0.6% | Reduced |
| Baker Chad R | 37,550 | $3.88M | 0.80% | 00.0% | Unchanged |
| City Holding Co | 37,031 | $3.89M | 0.65% | −3,147−7.8% | Reduced |
| Edge Wealth Management LLC | 38,061 | $3.94M | 0.72% | −1,020−2.6% | Reduced |
| Pittenger & Anderson Inc | 38,116 | $3.94M | 0.18% | +2,748+7.8% | Added |
| Courier Capital LLC | 38,376 | $3.97M | 0.37% | +234+0.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 38,574 | $3.99M | 0.28% | +5,419+16.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 38,613 | $4.00M | 0.24% | +2,359+6.5% | Added |
| Augustine Asset Management Inc | 38,716 | $4.00M | 1.96% | +499+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 38,805 | $4.01M | 0.18% | +3,412+9.6% | Added |
| Bank of Nova Scotia | 39,027 | $4.04M | 0.01% | −2,482−6.0% | Reduced |
| Old Second National Bank of Aurora | 36,488 | $4.06M | 1.20% | −5,985−14.1% | Reduced |
| Nixon Peabody Trust Co | 39,309 | $4.07M | 1.23% | +5,251+15.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,551 | $4.09M | 0.38% | +4,441+12.6% | Added |
| National Asset Management, Inc. | 39,577 | $4.10M | 0.12% | +661+1.7% | Added |
| Cutter & CO Brokerage, Inc. | 39,750 | $4.11M | 1.13% | +5,151+14.9% | Added |
| Scott Investment Partners LLP | 40,100 | $4.15M | 2.59% | 00.0% | Unchanged |