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 |
|---|---|---|---|---|---|
| WealthBridge Investment Counsel Inc. | 60,815 | $6.29M | 2.67% | +675+1.1% | Added |
| Parcion Private Wealth LLC | 58,095 | $6.30M | 0.57% | +4,274+7.9% | Added |
| GWM Advisors LLC | 61,019 | $6.31M | 0.10% | +31,707+108.2% | Added |
| Moors & Cabot, Inc. | 61,663 | $6.38M | 0.39% | +3,961+6.9% | Added |
| Prospera Financial Services Inc | 61,699 | $6.38M | 0.28% | +5,546+9.9% | Added |
| People's United Financial, Inc. | 61,792 | $6.39M | 0.15% | −5,602−8.3% | Reduced |
| Waverton Investment Management Ltd | 61,997 | $6.41M | 0.20% | +61,997 | New |
| TCTC Holdings, LLC | 62,009 | $6.42M | 0.27% | −1,650−2.6% | Reduced |
| Wealthfront Advisers LLC | 62,019 | $6.42M | 0.03% | −35,940−36.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 62,247 | $6.44M | 2.53% | +1,335+2.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 62,627 | $6.48M | 0.08% | −8,573−12.0% | Reduced |
| Nelson Capital Management, LLC | 62,996 | $6.52M | 1.21% | −78−0.1% | Reduced |
| Griffin Asset Management, Inc. | 62,993 | $6.52M | 0.81% | +1,503+2.4% | Added |
| Duality Advisers, LP | 63,714 | $6.59M | 0.71% | +58,044+1,023.7% | Added |
| Associated Banc-Corp | 64,297 | $6.65M | 0.24% | +19,077+42.2% | Added |
| Logan Capital Management Inc | 64,296 | $6.65M | 0.29% | −35−0.1% | Reduced |
| Mar Vista Investment Partners LLC | 64,539 | $6.68M | 0.18% | 00.0% | Unchanged |
| Adviser Investments LLC | 64,664 | $6.69M | 0.45% | −9,338−12.6% | Reduced |
| Alerus Financial NA | 64,931 | $6.72M | 0.55% | −203−0.3% | Reduced |
| Copeland Capital Management, LLC | 65,804 | $6.81M | 0.18% | +3,099+4.9% | Added |
| Toth Financial Advisory Corp | 65,835 | $6.81M | 0.93% | −1,045−1.6% | Reduced |
| Fiduciary Trust Co | 66,318 | $6.86M | 0.11% | −4,415−6.2% | Reduced |
| Northern Oak Wealth Management Inc | 66,335 | $6.86M | 0.78% | +19,623+42.0% | Added |
| McKinley Capital Management LLC /Delaware | 66,540 | $6.88M | 0.62% | −39,910−37.5% | Reduced |
| Round Hill Asset Management | 62,061 | $6.89M | 3.45% | +1,740+2.9% | Added |
| American Assets Investment Management, LLC | 66,632 | $6.89M | 0.74% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 66,649 | $6.89M | 1.77% | +824+1.3% | Added |
| Country Club Trust Company, n.a. | 66,021 | $6.90M | 0.54% | +68+0.1% | Added |
| Fayez Sarofim & Co | 67,152 | $6.95M | 0.02% | +9,693+16.9% | Added |
| First Nebraska Trust Co | 67,278 | $6.96M | 0.84% | +2,987+4.6% | Added |
| MainStreet Investment Advisors LLC | 68,253 | $7.06M | 0.62% | −377−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 68,823 | $7.13M | 0.87% | +12,672+22.6% | Added |
| BerganKDV Wealth Management, LLC | 69,069 | $7.14M | 0.75% | +19,879+40.4% | Added |
| Aperture Investors, LLC | 69,227 | $7.16M | 0.92% | +6,916+11.1% | Added |
| Kingsview Wealth Management, LLC | 69,405 | $7.18M | 0.30% | +1,796+2.7% | Added |
| Miramar Capital, LLC | 69,554 | $7.20M | 2.44% | +14,308+25.9% | Added |
| Ledyard National Bank | 69,595 | $7.20M | 0.69% | −544−0.8% | Reduced |
| Berkshire Asset Management LLC | 69,947 | $7.24M | 0.44% | −2,909−4.0% | Reduced |
| Cetera Advisor Networks LLC | 70,483 | $7.29M | 0.09% | +200.0% | Added |
| Pacer Advisors, Inc. | 70,484 | $7.29M | 0.07% | −22,882−24.5% | Reduced |
| Corbyn Investment Management Inc | 70,652 | $7.31M | 2.21% | +13,778+24.2% | Added |
| Andra AP-fonden | 70,700 | $7.31M | 0.15% | −6,500−8.4% | Reduced |
| Xcel Wealth Management, LLC | 71,138 | $7.36M | 1.89% | +13,926+24.3% | Added |
| Kovitz Investment Group Partners, LLC | 63,006 | $7.38M | 0.17% | −5,531−8.1% | Reduced |
| Dividend Assets Capital, LLC | 71,380 | $7.38M | 1.37% | +2,106+3.0% | Added |
| Shelter Mutual Insurance Co | 71,396 | $7.39M | 1.92% | 00.0% | Unchanged |
| Alley Co LLC | 71,758 | $7.42M | 1.18% | +3,901+5.7% | Added |
| McCollum Christoferson Group LLC | 71,776 | $7.42M | 1.67% | +1,548+2.2% | Added |
| Intact Investment Management Inc. | 72,000 | $7.45M | 0.19% | +8,800+13.9% | Added |
| Channing Capital Management, LLC | 72,196 | $7.47M | 0.21% | +72,196 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 68,849 | $7.49M | 1.20% | +1,993+3.0% | Added |
| Isthmus Partners, LLC | 72,466 | $7.50M | 1.26% | +3,648+5.3% | Added |
| NS Partners Ltd | 72,875 | $7.54M | 0.35% | +2,099+3.0% | Added |
| Raymond James Trust N.A. | 72,976 | $7.55M | 0.22% | +3,302+4.7% | Added |
| Oak Associates, Ltd | 73,626 | $7.62M | 0.41% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 73,741 | $7.63M | 0.65% | +5,169+7.5% | Added |
| JGP Wealth Management, LLC | 72,478 | $7.68M | 1.43% | +4,853+7.2% | Added |
| TD Private Client Wealth LLC | 74,385 | $7.70M | 0.32% | −103−0.1% | Reduced |
| Valicenti Advisory Services Inc | 74,753 | $7.73M | 1.92% | +61+0.1% | Added |
| Tower Research Capital LLC (TRC) | 75,225 | $7.78M | 0.13% | +50,320+202.0% | Added |
| XXEC, Inc. | 74,948 | $7.81M | 6.66% | +26,905+56.0% | Added |
| TPI Fund Managers Ltd | 75,869 | $7.85M | 0.97% | −106,517−58.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 76,354 | $7.90M | 0.81% | −2,966−3.7% | Reduced |
| Peapack Gladstone Financial Corp | 76,603 | $7.93M | 0.15% | −5,389−6.6% | Reduced |
| F&V Capital Management, LLC | 76,670 | $7.93M | 2.66% | +9,120+13.5% | Added |
| Cutler Investment Counsel LLC | 76,777 | $7.94M | 1.20% | +888+1.2% | Added |
| Independent Advisor Alliance | 77,257 | $7.99M | 0.39% | −13,921−15.3% | Reduced |
| American National Bank | 77,356 | $8.00M | 1.56% | +3,610+4.9% | Added |
| Braun Stacey Associates Inc | 77,511 | $8.02M | 0.29% | −52,068−40.2% | Reduced |
| Kanawha Capital Management LLC | 77,780 | $8.05M | 0.68% | +4,135+5.6% | Added |
| Mark Stevens | 78,205 | $8.09M | 0.85% | −11,218−12.5% | Reduced |
| Appleton Partners Inc | 78,503 | $8.12M | 0.61% | −1,271−1.6% | Reduced |
| Focus Financial Network, Inc. | 78,044 | $8.12M | 1.19% | +7,432+10.5% | Added |
| Moreno Evelyn V | 78,788 | $8.15M | 1.63% | +5,682+7.8% | Added |
| Hikari Power Ltd | 79,060 | $8.18M | 0.76% | 00.0% | Unchanged |
| Cerity Partners LLC | 79,272 | $8.20M | 0.12% | +6,719+9.3% | Added |
| Spearhead Capital Advisors, LLC | 79,606 | $8.23M | 0.99% | +2,226+2.9% | Added |
| Conning Inc. | 80,215 | $8.30M | 0.22% | +305+0.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 80,263 | $8.30M | 2.44% | −191−0.2% | Reduced |
| Guardian Capital LP | 81,008 | $8.38M | 0.16% | −1,271−1.5% | Reduced |
| Bourgeon Capital Management LLC | 81,012 | $8.38M | 1.73% | −30,348−27.3% | Reduced |
| Walleye Capital LLC | 81,311 | $8.41M | 0.28% | +81,311 | New |
| Community Financial Services Group, LLC | 81,555 | $8.44M | 2.11% | +2,352+3.0% | Added |
| Millennium Management LLC | 81,614 | $8.44M | 0.01% | −110,520−57.5% | Reduced |
| Sequoia Financial Advisors, LLC | 81,933 | $8.48M | 0.23% | +75,431+1,160.1% | Added |
| New Mexico Educational Retirement Board | 82,087 | $8.49M | 0.28% | −6,000−6.8% | Reduced |
| Engineers Gate Manager LP | 82,859 | $8.57M | 0.39% | +79,159+2,139.4% | Added |
| Telos Capital Management, Inc. | 83,267 | $8.61M | 1.08% | −3,319−3.8% | Reduced |
| Twinbeech Capital LP | 83,369 | $8.63M | 0.49% | +83,369 | New |
| Pallas Capital Advisors LLC | 81,892 | $8.65M | 1.05% | +7,836+10.6% | Added |
| BTC Capital Management, Inc. | 83,954 | $8.69M | 0.86% | +8,645+11.5% | Added |
| NorthCrest Asset Manangement, LLC | 84,012 | $8.69M | 0.48% | +84,012 | New |
| Daiwa Securities Group Inc. | 84,266 | $8.72M | 0.05% | −15,145−15.2% | Reduced |
| Louisiana State Employees Retirement System | 84,300 | $8.72M | 0.19% | +600+0.7% | Added |
| NewEdge Wealth, LLC | 84,459 | $8.74M | 0.37% | +5,394+6.8% | Added |
| Haverford Financial Services, Inc. | 84,468 | $8.74M | 1.98% | −1,683−2.0% | Reduced |
| Boothbay Fund Management, LLC | 85,006 | $8.79M | 0.29% | +60,908+252.8% | Added |
| Westchester Capital Management, Inc. | 85,047 | $8.80M | 2.25% | +2,849+3.5% | Added |
| FineMark National Bank & Trust | 85,855 | $8.88M | 0.34% | −20,430−19.2% | Reduced |
| Xponance, Inc. | 86,087 | $8.91M | 0.14% | +18,037+26.5% | Added |