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; 2,150 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
- +67 vs. Q3 2021
- Shares held
- 1.08B
- +3.80M (+0.4%) vs. Q3 2021
- Total value
- $112.1B
- −$23.3B (−17.2%) vs. Q3 2021
- New holders
- 265
- 862 more added
- Sold out
- 198
- 740 more reduced
33 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 400 | $41.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 401 | $41.0K | 0.02% | +10+2.6% | Added |
| Ulland Investment Advisors, LLC | 400 | $41.0K | 0.03% | +400 | New |
| Aspire Private Capital, LLC | 421 | $44.0K | 0.01% | +91+27.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 422 | $44.0K | 0.00% | +222+111.0% | Added |
| Tradewinds Capital Management, LLC | 436 | $45.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 432 | $45.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 450 | $47.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 450 | $47.0K | 0.03% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 452 | $47.0K | 0.04% | +452 | New |
| West Branch Capital LLC | 463 | $48.0K | 0.02% | −140−23.2% | Reduced |
| Delos Wealth Advisors, LLC | 463 | $48.0K | 0.05% | −37−7.4% | Reduced |
| Crewe Advisors LLC | 460 | $48.0K | 0.01% | +296+180.5% | Added |
| Monolith Advisors | 468 | $48.0K | 0.04% | +468 | New |
| Exane Derivatives | 464 | $48.0K | 0.01% | −1,180−71.8% | Reduced |
| Norwood Financial Corp | 475 | $49.0K | 0.07% | +475 | New |
| Bell Investment Advisors, Inc | 480 | $50.0K | 0.01% | −205−29.9% | Reduced |
| Castleark Management LLC | 480 | $50.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 482 | $50.0K | 0.01% | +1+0.2% | Added |
| Tilia Fiduciary Partners, Inc. | 491 | $51.0K | 0.04% | +491 | New |
| Estate Counselors, LLC | 506 | $52.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $52.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $52.0K | 0.02% | +500 | New |
| O'Dell Group, LLC | 517 | $53.0K | 0.02% | +40+8.4% | Added |
| Cassady Schiller Wealth Management, LLC | 516 | $53.0K | 0.03% | +516 | New |
| Savior LLC | 518 | $54.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 534 | $55.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 527 | $55.0K | 0.01% | +455+631.9% | Added |
| Atlas Capital Advisors LLC | 537 | $55.6K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 541 | $56.0K | 0.04% | +60+12.5% | Added |
| Freedman Financial Associates, Inc. | 549 | $57.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 548 | $57.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 580 | $60.0K | 0.04% | −200−25.6% | Reduced |
| NewSquare Capital LLC | 596 | $62.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 600 | $62.0K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 600 | $62.0K | 0.01% | +600 | New |
| Hillsdale Investment Management Inc. | 605 | $63.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 620 | $64.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 635 | $65.7K | 0.07% | +635 | New |
| Missouri Trust & Investment Co | 638 | $66.0K | 0.04% | +638 | New |
| First Financial Corp | 643 | $67.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 652 | $67.4K | 0.02% | +35+5.7% | Added |
| Earnest Partners LLC | 657 | $68.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 660 | $68.3K | 0.03% | +10+1.5% | Added |
| Pin Oak Investment Advisors Inc | 683 | $71.0K | 0.07% | +140+25.8% | Added |
| America First Investment Advisors, LLC | 695 | $72.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 730 | $75.5K | 0.04% | +730 | New |
| First Community Trust NA | 730 | $75.5K | 0.06% | +730 | New |
| Hartford Financial Management Inc. | 732 | $76.0K | 0.02% | −4,300−85.5% | Reduced |
| Atwood & Palmer Inc | 775 | $80.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 777 | $80.0K | 0.06% | +777 | New |
| Emfo, LLC | 796 | $82.0K | 0.07% | −1,375−63.3% | Reduced |
| Kozak & Associates, Inc. | 793 | $83.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 810 | $84.0K | 0.01% | +82+11.3% | Added |
| Equitec Proprietary Markets, LLC | 816 | $84.0K | 0.04% | +816 | New |
| Crescent Capital Consulting, LLC | 860 | $89.0K | 0.01% | +500+138.9% | Added |
| Aua Capital Management, LLC | 872 | $90.0K | 0.05% | +140+19.1% | Added |
| Seldon Capital LP | 876 | $91.0K | 0.06% | +876 | New |
| Motco | 886 | $92.0K | 0.01% | −306−25.7% | Reduced |
| MCF Advisors LLC | 903 | $93.0K | 1.99% | −12−1.3% | Reduced |
| RGT Wealth Advisors, LLC | 900 | $93.0K | 0.01% | +900 | New |
| Stephens Investment Management Group LLC | 908 | $94.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 904 | $94.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 915 | $95.0K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 937 | $96.0K | 0.05% | +937 | New |
| Optimum Investment Advisors | 950 | $98.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 949 | $98.0K | 0.03% | +80+9.2% | Added |
| West Financial Advisors, LLC | 1,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,005 | $104.0K | 0.02% | +624+163.8% | Added |
| Investors Research Corp | 1,029 | $106.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,031 | $107.0K | 0.00% | −504−32.8% | Reduced |
| Knott David M Jr | 1,050 | $109.0K | 0.04% | +1,050 | New |
| TFC Financial Management | 1,078 | $112.0K | 0.03% | +230+27.1% | Added |
| Lenox Wealth Advisors, LLC | 1,096 | $113.0K | 0.01% | −23−2.1% | Reduced |
| Dougherty Wealth Advisers LLC | 1,100 | $114.0K | 0.16% | 00.0% | Unchanged |
| Accel Wealth Management | 1,107 | $114.0K | 0.06% | +3+0.3% | Added |
| JFS Wealth Advisors, LLC | 1,108 | $115.0K | 0.01% | −193−14.8% | Reduced |
| Core Alternative Capital | 1,109 | $115.0K | 0.02% | +922+493.0% | Added |
| Acima Private Wealth, LLC | 1,125 | $116.0K | 0.05% | −2,000−64.0% | Reduced |
| BDO Wealth Advisors, LLC | 1,170 | $121.0K | 0.01% | −69−5.6% | Reduced |
| Lumature Wealth Partners, LLC | 1,174 | $121.0K | 0.05% | −61−4.9% | Reduced |
| Tompkins Financial Corp | 1,182 | $122.0K | 0.02% | −305−20.5% | Reduced |
| Piscataqua Savings Bank | 1,184 | $122.0K | 0.10% | +12+1.0% | Added |
| Rosenberg Matthew Hamilton | 1,192 | $123.0K | 0.04% | −124−9.4% | Reduced |
| Sofos Investments, Inc. | 515 | $124.0K | 0.01% | +514+51,400.0% | Added |
| Norway Savings Bank | 1,214 | $126.0K | 0.06% | 00.0% | Unchanged |
| Newfound Research LLC | 1,224 | $127.0K | 0.15% | +340+38.5% | Added |
| Global Trust Asset Management, LLC | 1,261 | $130.0K | 0.05% | −150−10.6% | Reduced |
| Country Trust Bank | 1,257 | $130.0K | 0.00% | −93−6.9% | Reduced |
| Bedel Financial Consulting, Inc. | 1,255 | $130.0K | 0.04% | −65−4.9% | Reduced |
| Old North State Trust, LLC | 1,259 | $130.0K | 0.09% | +48+4.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,289 | $133.0K | 0.03% | −23−1.8% | Reduced |
| Atticus Wealth Management, LLC | 1,290 | $133.0K | 0.05% | +1,290 | New |
| Blume Capital Management, Inc. | 1,334 | $138.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,355 | $140.0K | 0.01% | +163+13.7% | Added |
| Legacy Bridge, LLC | 1,370 | $142.0K | 0.07% | +30+2.2% | Added |
| Clean Yield Group | 1,424 | $147.0K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,442 | $149.0K | 0.09% | −88−5.8% | Reduced |
| Key Financial Inc | 1,483 | $153.0K | 0.08% | +127+9.4% | Added |
| Ellis Investment Partners, LLC | 1,489 | $154.0K | 0.04% | +5+0.3% | Added |