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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 1,511 | $156.0K | 0.08% | +1,511 | New |
| Rock Creek Group, LP | 1,531 | $158.0K | 0.02% | +7+0.5% | Added |
| AGF Investments LLC | 1,541 | $159.0K | 0.01% | −304−16.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,536 | $159.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,576 | $163.0K | 0.07% | +8+0.5% | Added |
| Eagle Bay Advisors LLC | 1,557 | $167.0K | 0.11% | −694−30.8% | Reduced |
| Tower View Investment Management & Research LLC | 1,625 | $168.0K | 0.09% | −15,659−90.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,622 | $168.0K | 0.03% | +225+16.1% | Added |
| Institutional & Family Asset Management, LLC | 1,635 | $169.0K | 0.03% | −2,067−55.8% | Reduced |
| Sierra Capital LLC | 1,678 | $174.0K | 0.03% | +1,678 | New |
| Lee Financial Co | 1,740 | $180.0K | 0.03% | +900+107.1% | Added |
| Veritas Investment Management (UK) Ltd | 1,761 | $182.0K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,780 | $184.0K | 0.03% | −1−0.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,793 | $185.0K | 0.23% | +73+4.2% | Added |
| JJJ Advisors Inc. | 1,880 | $194.0K | 0.06% | −1,271−40.3% | Reduced |
| PSI Advisors, LLC | 1,872 | $194.0K | 0.08% | −692−27.0% | Reduced |
| Abundance Wealth Counselors | 1,931 | $200.0K | 0.05% | −757−28.2% | Reduced |
| Blue Fin Capital, Inc. | 1,938 | $200.0K | 0.06% | −78−3.9% | Reduced |
| Harbour Capital Advisors, LLC | 1,943 | $201.0K | 0.05% | +1,943 | New |
| Orcam Financial Group | 1,941 | $201.0K | 0.28% | +1,941 | New |
| Asset Dedication, LLC | 1,963 | $202.0K | 0.02% | −40−2.0% | Reduced |
| PBMares Wealth Management LLC | 1,962 | $203.0K | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,960 | $203.0K | 0.17% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,925 | $204.0K | 0.16% | −2,326−54.7% | Reduced |
| Baldwin Investment Management, LLC | 1,975 | $204.0K | 0.05% | −575−22.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,983 | $204.0K | 0.02% | −187−8.6% | Reduced |
| Paradigm Financial Advisors, LLC | 1,982 | $205.0K | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 1,996 | $206.0K | 0.01% | +28+1.4% | Added |
| Wealth Architects, LLC | 1,991 | $206.0K | 0.04% | +98+5.2% | Added |
| Cottage Street Advisors LLC | 1,992 | $206.0K | 0.12% | +317+18.9% | Added |
| Standard Family Office LLC | 1,993 | $206.0K | 1.83% | +993+99.3% | Added |
| Blossom Wealth Management | 1,996 | $206.0K | 1.01% | +1,996 | New |
| Seven Post Investment Office LP | 2,000 | $207.0K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,013 | $208.0K | 0.02% | −1,157−36.5% | Reduced |
| Endurance Wealth Management, Inc. | 2,010 | $208.0K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,009 | $208.0K | 0.07% | +9+0.4% | Added |
| Cooper Financial Group | 2,006 | $208.0K | 0.08% | +2,006 | New |
| Madden Securities Corp | 2,025 | $209.0K | 0.10% | −100−4.7% | Reduced |
| Johanson Financial Advisors, Inc. | 2,020 | $209.0K | 0.06% | +2,020 | New |
| Total Clarity Wealth Management, Inc. | 2,031 | $210.0K | 0.10% | −1,086−34.8% | Reduced |
| Patron Partners Advisors, LLC | 2,027 | $210.0K | 0.14% | −276−12.0% | Reduced |
| Paradigm Financial Partners, LLC | 2,028 | $210.0K | 0.04% | +224+12.4% | Added |
| Beaird Harris Wealth Management, LLC | 2,042 | $211.0K | 0.08% | +2,042 | New |
| Dana Investment Advisors, Inc. | 2,050 | $212.0K | 0.01% | −566−21.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,034 | $212.0K | 0.05% | −377−15.6% | Reduced |
| Carson Advisory Inc. | 2,049 | $212.0K | 0.21% | +2,049 | New |
| Accurate Wealth Management, LLC | 1,818 | $213.0K | 0.18% | +53+3.0% | Added |
| Pacifica Partners Inc. | 2,156 | $215.0K | 0.14% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,078 | $215.0K | 0.02% | +2,078 | New |
| CFO4Life Group, LLC | 2,083 | $216.0K | 0.04% | −161−7.2% | Reduced |
| Salem Investment Counselors Inc | 2,100 | $217.0K | 0.01% | +107+5.4% | Added |
| Sustainable Insight Capital Management, LLC | 2,099 | $217.0K | 0.12% | +2,099 | New |
| Octavia Wealth Advisors, LLC | 2,111 | $219.0K | 0.05% | +468+28.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,125 | $220.0K | 0.03% | +167+8.5% | Added |
| Davidson Trust Co | 2,127 | $220.0K | 0.15% | +2,127 | New |
| Am Investment Strategies LLC | 2,140 | $221.0K | 0.05% | −119−5.3% | Reduced |
| Shoker Investment Counsel, Inc. | 2,140 | $221.0K | 0.10% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,150 | $222.0K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,149 | $222.0K | 0.14% | +2,149 | New |
| Peak Planning Group, LLC | 2,151 | $222.5K | 0.16% | −101−4.5% | Reduced |
| Abacus Wealth Partners, LLC | 2,154 | $222.8K | 0.08% | −73−3.3% | Reduced |
| Objective Capital Management, LLC | 2,157 | $223.0K | 0.16% | +2,157 | New |
| KCS Wealth Advisory | 2,171 | $225.0K | 0.09% | 00.0% | Unchanged |
| Somerset Group LLC | 2,186 | $226.0K | 0.15% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,181 | $226.0K | 0.10% | +2,181 | New |
| MAS Advisors LLC | 2,165 | $226.0K | 0.17% | +2,165 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,197 | $227.0K | 0.14% | −239−9.8% | Reduced |
| Keudell/Morrison Wealth Management | 2,192 | $227.0K | 0.09% | −93−4.1% | Reduced |
| Lincoln Capital LLC | 2,191 | $227.0K | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 2,216 | $229.0K | 0.02% | −136−5.8% | Reduced |
| Magellan Asset Management Ltd | 2,212 | $229.0K | 0.00% | +668+43.3% | Added |
| Krilogy Financial LLC | 2,221 | $230.0K | 0.02% | −578−20.7% | Reduced |
| Hummer Financial Advisory Services Inc | 2,214 | $230.0K | 0.19% | −293−11.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,223 | $230.0K | 0.18% | +2,223 | New |
| Buckingham Strategic Partners | 2,239 | $231.0K | 0.05% | +2,239 | New |
| WD Rutherford LLC | 2,249 | $233.0K | 0.12% | +182+8.8% | Added |
| TNF LLC | 2,149 | $233.0K | 0.10% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 2,266 | $234.0K | 0.14% | +2,266 | New |
| Poehling Capital Management, LLC | 2,272 | $235.0K | 0.08% | −302−11.7% | Reduced |
| SP Asset Management | 2,269 | $235.0K | 0.02% | +3+0.1% | Added |
| Wedmont Private Capital | 2,161 | $235.0K | 0.07% | +2,161 | New |
| Retirement Planning Co of New England, Inc. | 2,287 | $236.0K | 0.11% | +2,287 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,290 | $237.0K | 0.15% | −408−15.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,288 | $237.0K | 0.19% | +52+2.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,290 | $237.0K | 0.10% | +71+3.2% | Added |
| Beta Wealth Group, Inc. | 1,900 | $237.0K | 0.17% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 2,300 | $238.0K | 0.03% | +109+5.0% | Added |
| Disciplined Growth Investors Inc | 2,313 | $239.0K | 0.00% | +2,313 | New |
| Hemenway Trust Co LLC | 2,322 | $240.0K | 0.02% | +70+3.1% | Added |
| Dakota Wealth Management | 2,321 | $240.0K | 0.03% | +163+7.6% | Added |
| Inverness Counsel LLC | 2,332 | $241.0K | 0.01% | −1,190−33.8% | Reduced |
| Old North State Wealth Management, LLC | 2,325 | $241.0K | 0.24% | +2,325 | New |
| Insight Folios Inc | 2,342 | $242.0K | 0.11% | +110+4.9% | Added |
| First Command Financial Services, Inc. | 2,350 | $243.0K | 0.04% | −245−9.4% | Reduced |
| Fermata Advisors, LLC | 2,350 | $243.0K | 0.09% | +48+2.1% | Added |
| Delphia (USA) Inc. | 2,370 | $245.0K | 0.26% | +2,370 | New |
| Retirement Capital Strategies | 2,390 | $247.0K | 0.09% | 00.0% | Unchanged |
| Arvest Trust Co N A | 2,384 | $247.0K | 0.01% | +2,384 | New |
| Compass Ion Advisors, LLC | 2,394 | $248.0K | 0.08% | −4−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 2,400 | $248.0K | 0.13% | +734+44.1% | Added |