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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 2,409 | $249.0K | 0.04% | −647−21.2% | Reduced |
| Sky Investment Group LLC | 2,413 | $250.0K | 0.05% | −67−2.7% | Reduced |
| First International Bank & Trust | 2,413 | $250.0K | 0.09% | +2,413 | New |
| Successful Portfolios LLC | 2,437 | $252.0K | 0.14% | −10−0.4% | Reduced |
| Auxano Advisors, LLC | 2,444 | $253.0K | 0.11% | +50+2.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,452 | $254.0K | 0.18% | −666−21.4% | Reduced |
| Titleist Asset Management, Ltd. | 2,454 | $254.0K | 0.05% | +2,454 | New |
| NTB Financial Corp | 2,452 | $254.0K | 0.18% | +2,452 | New |
| Childress Capital Advisors, LLC | 2,469 | $255.0K | 0.11% | −1,473−37.4% | Reduced |
| TRUE Private Wealth Advisors | 2,469 | $255.0K | 0.04% | −232−8.6% | Reduced |
| Patton Albertson Miller Group, LLC | 2,466 | $255.0K | 0.04% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 2,470 | $256.0K | 0.05% | −35−1.4% | Reduced |
| CVA Family Office, LLC | 2,472 | $256.0K | 0.06% | +1,039+72.5% | Added |
| Claris Advisors, LLC | 2,475 | $256.0K | 0.27% | +2,475 | New |
| Resource Management, LLC | 2,480 | $257.0K | 0.03% | +200+8.8% | Added |
| Lineweaver Wealth Advisors, LLC | 2,496 | $258.0K | 0.07% | −300−10.7% | Reduced |
| Bank of New Hampshire | 2,500 | $259.0K | 0.06% | −400−13.8% | Reduced |
| Excalibur Management Corp | 2,513 | $260.0K | 0.10% | +27+1.1% | Added |
| Keystone Wealth Services, LLC | 2,513 | $260.0K | 0.11% | +2,513 | New |
| Arkadios Wealth Advisors | 2,520 | $261.0K | 0.04% | −180−6.7% | Reduced |
| Austin Private Wealth, LLC | 2,519 | $261.0K | 0.05% | +120+5.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,532 | $262.0K | 0.05% | −43−1.7% | Reduced |
| Wedge Capital Management L L P | 2,541 | $263.0K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,541 | $263.0K | 0.01% | +98+4.0% | Added |
| Kolinsky Wealth Management, LLC | 2,542 | $263.0K | 0.24% | +2,542 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,563 | $265.0K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,118 | $265.0K | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,567 | $266.0K | 0.09% | +2,567 | New |
| Sweet Financial Partners, LLC | 2,573 | $266.0K | 0.11% | +2,573 | New |
| Birch Hill Investment Advisors LLC | 2,585 | $267.0K | 0.01% | −100−3.7% | Reduced |
| Jeppson Wealth Management, LLC | 2,585 | $267.0K | 0.13% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,580 | $267.0K | 0.05% | +292+12.8% | Added |
| Calton & Associates, Inc. | 2,598 | $268.0K | 0.07% | −1,515−36.8% | Reduced |
| Canvas Wealth Advisors, LLC | 2,588 | $268.0K | 0.10% | +504+24.2% | Added |
| Bluefin Capital Management, LLC | 2,600 | $269.0K | 0.02% | −1,175−31.1% | Reduced |
| Perkins Capital Management Inc | 2,600 | $269.0K | 0.18% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,600 | $269.0K | 0.16% | 00.0% | Unchanged |
| Maryland Capital Management | 2,616 | $271.0K | 0.01% | −836−24.2% | Reduced |
| Northstar Group, Inc. | 2,632 | $272.0K | 0.06% | +10+0.4% | Added |
| Sunburst Financial Group, LLC | 2,637 | $273.0K | 0.14% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 2,678 | $274.0K | 0.00% | +2,678 | New |
| Hudock, Inc. | 2,658 | $275.0K | 0.08% | −122−4.4% | Reduced |
| Reuter James Wealth Management, LLC | 2,659 | $275.0K | 0.11% | +2,659 | New |
| Summit Wealth & Retirement Planning, Inc. | 2,679 | $277.0K | 0.09% | −2,370−46.9% | Reduced |
| Lifeworks Advisors, LLC | 2,678 | $277.0K | 0.22% | +2,678 | New |
| VisionPoint Advisory Group, LLC | 2,705 | $278.0K | 0.12% | +50+1.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,686 | $278.0K | 0.32% | +2,686 | New |
| O'Rourke & Company, Inc | 2,711 | $280.0K | 0.19% | +2,711 | New |
| Douglas Lane & Associates, LLC | 2,720 | $281.0K | 0.00% | −1,159−29.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,717 | $281.0K | 0.10% | −100−3.5% | Reduced |
| Community Bank of Raymore | 2,715 | $281.0K | 0.12% | +200+8.0% | Added |
| Columbia Trust Co 01012016 | 2,243 | $281.0K | 0.15% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,728 | $282.0K | 0.12% | −1,063−28.0% | Reduced |
| Matrix Private Capital Group LLC | 2,707 | $282.0K | 0.13% | −737−21.4% | Reduced |
| Welch Group, LLC | 2,737 | $283.0K | 0.02% | +202+8.0% | Added |
| Convergence Investment Partners, LLC | 2,744 | $284.0K | 0.14% | −152−5.2% | Reduced |
| Fairhaven Wealth Management, LLC | 2,743 | $284.0K | 0.11% | +89+3.4% | Added |
| Petrus Trust Company, LTA | 2,749 | $284.0K | 0.03% | +2,749 | New |
| HHM Wealth Advisors, LLC | 2,771 | $287.0K | 0.07% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,753 | $289.0K | 0.08% | −5−0.2% | Reduced |
| MBA Advisors LLC | 2,798 | $289.0K | 0.18% | +2,798 | New |
| Independent Investors Inc | 2,813 | $291.0K | 0.06% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,817 | $291.0K | 0.05% | +2,817 | New |
| Bulltick Wealth Management, LLC | 2,807 | $292.2K | 0.06% | −433−13.4% | Reduced |
| Whalerock Point Partners, LLC | 2,830 | $292.8K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,838 | $294.0K | 0.02% | −232−7.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,842 | $294.0K | 0.10% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 2,843 | $294.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,843 | $294.0K | 0.12% | +14+0.5% | Added |
| Group One Trading, L.P. | 2,855 | $295.0K | 0.01% | +2,855 | New |
| Quadrant Private Wealth Management, LLC | 2,860 | $296.0K | 0.11% | −108−3.6% | Reduced |
| Gryphon Financial Partners LLC | 2,860 | $296.0K | 0.06% | +85+3.1% | Added |
| White Pine Capital LLC | 2,860 | $296.0K | 0.09% | +538+23.2% | Added |
| Hunter Associates Investment Management LLC | 2,868 | $297.0K | 0.08% | −6,068−67.9% | Reduced |
| LGL Partners, LLC | 2,874 | $297.0K | 0.04% | +2+0.1% | Added |
| Blue Barn Wealth, LLC | 2,869 | $297.0K | 0.20% | +2,869 | New |
| American Investment Services, Inc. | 2,902 | $300.0K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 2,906 | $301.0K | 0.07% | +175+6.4% | Added |
| Henry James International Management, Inc. | 2,919 | $302.0K | 0.09% | −7−0.2% | Reduced |
| CoreFirst Bank & Trust | 2,923 | $302.0K | 0.20% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 2,917 | $302.0K | 0.33% | +2,917 | New |
| Sage Rhino Capital LLC | 2,926 | $303.0K | 0.08% | −215−6.8% | Reduced |
| Red Cedar Investment Management, LLC | 2,938 | $304.0K | 0.04% | −4,829−62.2% | Reduced |
| Holistic Financial Partners | 2,939 | $304.0K | 0.18% | +68+2.4% | Added |
| Murphy Capital Management Inc | 2,964 | $306.0K | 0.03% | −41−1.4% | Reduced |
| Peterson Wealth Services | 2,960 | $306.0K | 0.20% | +2,960 | New |
| Mirabella Financial Services LLP | 2,964 | $307.0K | 0.03% | −4,347−59.5% | Reduced |
| Allen Capital Group, LLC | 2,967 | $307.0K | 0.04% | +10.0% | Added |
| YorkBridge Wealth Partners, LLC | 2,973 | $308.0K | 0.07% | −10−0.3% | Reduced |
| State of Wyoming | 2,985 | $309.0K | 0.14% | +1,531+105.3% | Added |
| FirstPurpose Wealth LLC | 2,985 | $309.0K | 0.19% | +2,985 | New |
| WBH Advisory Inc | 2,994 | $310.0K | 0.04% | −550−15.5% | Reduced |
| Glassman Wealth Services | 2,998 | $310.0K | 0.06% | +135+4.7% | Added |
| Bernzott Capital Advisors | 3,000 | $310.0K | 0.03% | +3,000 | New |
| Institute for Wealth Management, LLC. | 3,006 | $311.0K | 0.05% | −25−0.8% | Reduced |
| Seelaus Asset Management LLC | 3,015 | $312.0K | 0.17% | −10−0.3% | Reduced |
| D.B. Root & Company, LLC | 3,021 | $312.0K | 0.11% | +72+2.4% | Added |
| Investors Asset Management of Georgia Inc | 3,029 | $313.0K | 0.15% | +3,029 | New |
| 360 Financial, Inc. | 3,038 | $314.0K | 0.14% | +5+0.2% | Added |
| Charter Trust Co | 3,036 | $314.0K | 0.03% | +188+6.6% | Added |