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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 40,393 | $4.18M | 0.12% | −854−2.1% | Reduced |
| Verity & Verity, LLC | 40,453 | $4.18M | 0.60% | +1,582+4.1% | Added |
| Great Valley Advisor Group, Inc. | 38,539 | $4.26M | 0.26% | +1,684+4.6% | Added |
| Anchor Investment Management, LLC | 41,428 | $4.29M | 0.53% | +673+1.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,527 | $4.30M | 2.51% | −430−1.0% | Reduced |
| O'Shares Investment Advisers, LLC | 41,637 | $4.31M | 0.31% | +3,027+7.8% | Added |
| Icon Wealth Partners, LLC | 41,863 | $4.33M | 0.43% | +7,679+22.5% | Added |
| Castleview Partners, LLC | 452,593 | $4.38M | 0.04% | +452,593 | New |
| Minot Wealth Management LLC | 42,671 | $4.41M | 0.85% | −3,953−8.5% | Reduced |
| First Washington CORP | 43,076 | $4.46M | 1.72% | +4,795+12.5% | Added |
| Wesbanco Bank Inc | 43,297 | $4.48M | 0.16% | −833−1.9% | Reduced |
| Argyle Capital Management Inc. | 43,500 | $4.50M | 1.40% | −850−1.9% | Reduced |
| Stevens Capital Management LP | 43,620 | $4.51M | 1.04% | +43,620 | New |
| Gladstone Institutional Advisory LLC | 43,972 | $4.55M | 0.35% | +11,862+36.9% | Added |
| Gamco Investors, Inc. Et Al | 43,987 | $4.55M | 0.04% | +5,656+14.8% | Added |
| Wafra Inc. | 44,098 | $4.56M | 0.14% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 44,164 | $4.57M | 0.05% | −27,477−38.4% | Reduced |
| Capital Fund Management S.A. | 44,293 | $4.58M | 0.12% | +44,293 | New |
| Aptus Capital Advisors, LLC | 44,309 | $4.58M | 0.16% | +6,325+16.7% | Added |
| Valley National Advisers Inc | 44,853 | $4.64M | 0.86% | +32,401+260.2% | Added |
| Gluskin Sheff & Assoc Inc | 44,928 | $4.65M | 0.19% | −21,217−32.1% | Reduced |
| LS Investment Advisors, LLC | 44,961 | $4.65M | 0.70% | −32,584−42.0% | Reduced |
| Boston Research & Management Inc | 44,978 | $4.65M | 1.27% | −1,020−2.2% | Reduced |
| Rafferty Asset Management, LLC | 45,234 | $4.68M | 0.02% | +2,386+5.6% | Added |
| Veritable, L.P. | 45,269 | $4.68M | 0.07% | +484+1.1% | Added |
| Benson Investment Management Company, Inc. | 45,323 | $4.69M | 2.27% | +9,340+26.0% | Added |
| Blueshift Asset Management, LLC | 45,701 | $4.73M | 0.42% | +35,929+367.7% | Added |
| Cresset Asset Management, LLC | 45,530 | $4.73M | 0.05% | +3,514+8.4% | Added |
| Segall Bryant & Hamill, LLC | 45,772 | $4.73M | 0.04% | −1,389−2.9% | Reduced |
| Smithbridge Asset Management Inc | 46,115 | $4.77M | 1.45% | +1,337+3.0% | Added |
| Richard Bernstein Advisors LLC | 46,159 | $4.78M | 0.09% | 00.0% | Unchanged |
| Sirios Capital Management L P | 46,226 | $4.78M | 0.55% | −203,350−81.5% | Reduced |
| Lane Generational LLC | 46,685 | $4.83M | 4.16% | +46,685 | New |
| Sectoral Asset Management Inc | 46,701 | $4.83M | 0.73% | +6,500+16.2% | Added |
| Rench Wealth Management, Inc. | 46,860 | $4.85M | 2.19% | +490+1.1% | Added |
| Investment House LLC | 46,981 | $4.86M | 0.31% | −2,070−4.2% | Reduced |
| Spinnaker Trust | 47,417 | $4.91M | 0.31% | +2,187+4.8% | Added |
| Transcend Wealth Collective, LLC | 47,650 | $4.93M | 0.44% | +4,621+10.7% | Added |
| Oak Harvest Investment Services | 47,751 | $4.94M | 1.23% | +1,776+3.9% | Added |
| Regal Investment Advisors LLC | 47,812 | $4.95M | 0.44% | +2,046+4.5% | Added |
| Headinvest, LLC | 47,881 | $4.95M | 0.88% | −114−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 47,881 | $4.95M | 1.47% | +681+1.4% | Added |
| Jacobs & Co | 47,925 | $4.96M | 0.51% | +6,243+15.0% | Added |
| 1623 Capital LLC | 48,000 | $4.97M | 1.94% | −6,000−11.1% | Reduced |
| Claret Asset Management Corp | 48,623 | $5.03M | 0.93% | −364−0.7% | Reduced |
| Advisor Partners LLC | 48,780 | $5.05M | 0.30% | −6,501−11.8% | Reduced |
| First Citizens Bank & Trust Co | 48,881 | $5.06M | 0.20% | −486−1.0% | Reduced |
| Connectus Wealth, LLC | 48,937 | $5.07M | 0.20% | +48,937 | New |
| Capital Analysts, LLC | 49,154 | $5.08M | 0.31% | +3,532+7.7% | Added |
| Miracle Mile Advisors, LLC | 49,355 | $5.11M | 0.20% | +1,977+4.2% | Added |
| AE Wealth Management LLC | 49,710 | $5.14M | 0.04% | +3,663+8.0% | Added |
| Hall Private Wealth Advisors | 50,098 | $5.18M | 3.22% | −659−1.3% | Reduced |
| Virginia Retirement Systems Et Al | 50,100 | $5.18M | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 50,247 | $5.20M | 0.07% | −9,264−15.6% | Reduced |
| Frontier Wealth Management LLC | 50,499 | $5.22M | 0.35% | −4,086−7.5% | Reduced |
| Cardinal Capital Management | 50,876 | $5.26M | 1.04% | +159+0.3% | Added |
| Needham Investment Management LLC | 51,041 | $5.28M | 0.66% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 51,670 | $5.34M | 0.38% | +51,670 | New |
| Chartwell Investment Partners, LLC | 52,090 | $5.39M | 0.16% | +2,640+5.3% | Added |
| O'Brien Greene & Co. Inc | 52,112 | $5.39M | 1.77% | +9,317+21.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 52,314 | $5.41M | 0.47% | +2,128+4.2% | Added |
| Freestone Capital Holdings, LLC | 52,425 | $5.42M | 0.23% | −1,402−2.6% | Reduced |
| Cetera Investment Advisers | 52,619 | $5.44M | 0.08% | +7,605+16.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,400 | $5.52M | 0.34% | −13,932−20.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 53,400 | $5.52M | 0.57% | +549+1.0% | Added |
| Mattern Capital Management, LLC | 53,594 | $5.54M | 0.97% | +2,045+4.0% | Added |
| Somerset Trust Co | 54,038 | $5.59M | 2.04% | +1,023+1.9% | Added |
| Perennial Advisors, LLC | 54,161 | $5.60M | 1.51% | +2,260+4.4% | Added |
| Sonora Investment Management Group, LLC | 54,520 | $5.64M | 0.66% | +54,520 | New |
| Wealth Advisors of Tampa Bay, LLC | 54,741 | $5.66M | 1.39% | +29,267+114.9% | Added |
| Brown Brothers Harriman & Co | 55,033 | $5.69M | 0.03% | +21,591+64.6% | Added |
| Siemens Fonds Invest GmbH | 54,592 | $5.70M | 0.38% | −1,957−3.5% | Reduced |
| CBOE Vest Financial, LLC | 55,243 | $5.71M | 1.24% | +14,533+35.7% | Added |
| Naples Global Advisors, LLC | 55,280 | $5.72M | 0.66% | +3,540+6.8% | Added |
| Schonfeld Strategic Advisors LLC | 56,150 | $5.81M | 0.06% | −5,840−9.4% | Reduced |
| Wolverine Trading, LLC | 55,751 | $5.82M | 0.08% | +41,200+283.1% | Added |
| Pinnacle Associates Ltd | 56,405 | $5.83M | 0.10% | +6,873+13.9% | Added |
| Fiduciary Group LLC | 56,426 | $5.84M | 0.65% | +635+1.1% | Added |
| Regentatlantic Capital LLC | 56,558 | $5.85M | 0.16% | −8,722−13.4% | Reduced |
| Heritage Investors Management Corp | 56,635 | $5.86M | 0.23% | −50.0% | Reduced |
| Berger Financial Group, Inc | 56,672 | $5.86M | 0.78% | +1,504+2.7% | Added |
| Banque Cantonale Vaudoise | 56,894 | $5.89M | 0.23% | +3,885+7.3% | Added |
| First American Bank | 56,935 | $5.89M | 0.31% | −7,720−11.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,098 | $5.91M | 1.15% | −160−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 57,536 | $5.95M | 0.34% | +4,990+9.5% | Added |
| Camden National Bank | 57,662 | $5.96M | 1.05% | −380−0.7% | Reduced |
| Consolidated Investment Group LLC | 58,100 | $6.01M | 0.95% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 58,188 | $6.02M | 0.63% | +190.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 58,222 | $6.02M | 1.73% | +1,957+3.5% | Added |
| Value Partners Investments Inc. | 58,971 | $6.08M | 0.49% | +11,417+24.0% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $6.11M | 1.27% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 59,337 | $6.14M | 2.10% | +2,633+4.6% | Added |
| Benedict Financial Advisors Inc | 59,394 | $6.14M | 1.60% | +334+0.6% | Added |
| Twin Tree Management, LP | 59,391 | $6.14M | 0.15% | +41,330+228.8% | Added |
| Seven Eight Capital, LP | 59,628 | $6.17M | 1.10% | +59,628 | New |
| TRH Financial, LLC | 59,662 | $6.17M | 1.93% | +13,253+28.6% | Added |
| TownSquare Capital, LLC | 59,873 | $6.19M | 0.16% | +7,056+13.4% | Added |
| HM Payson & Co | 59,901 | $6.20M | 0.13% | −3,729−5.9% | Reduced |
| Schwerin Boyle Capital Management Inc | 60,000 | $6.21M | 0.50% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 60,478 | $6.26M | 0.30% | +1,964+3.4% | Added |