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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 3,034 | $314.0K | 0.13% | +1,034+51.7% | Added |
| Polaris Wealth Advisory Group, LLC | 3,045 | $315.0K | 0.02% | −240,562−98.8% | Reduced |
| Westover Capital Advisors, LLC | 3,048 | $315.0K | 0.09% | −434−12.5% | Reduced |
| Axiom Investment Management LLC | 3,037 | $315.0K | 0.31% | +57+1.9% | Added |
| Ogorek Anthony Joseph | 3,058 | $316.0K | 0.13% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 3,066 | $317.0K | 0.02% | −780−20.3% | Reduced |
| Delta Asset Management LLC | 3,065 | $317.0K | 0.03% | −18−0.6% | Reduced |
| Meridian Wealth Management, LLC | 3,072 | $318.0K | 0.03% | +13+0.4% | Added |
| LBMC Investment Advisors, LLC | 3,084 | $319.0K | 0.03% | +1,566+103.2% | Added |
| Northcape Wealth Management, LLC | 3,092 | $320.0K | 0.11% | +3,092 | New |
| Punch & Associates Investment Management, Inc. | 3,100 | $321.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 3,100 | $321.0K | 0.03% | +100+3.3% | Added |
| Summit Financial Group Inc | 3,103 | $321.0K | 0.10% | +133+4.5% | Added |
| Trust Co of Virginia | 3,110 | $322.0K | 0.03% | +3,110 | New |
| DRW Securities, LLC | 3,116 | $322.0K | 0.03% | +3,116 | New |
| SOL Capital Management CO | 3,121 | $323.0K | 0.06% | −785−20.1% | Reduced |
| Chase Investment Counsel Corp | 3,130 | $323.0K | 0.13% | +3,130 | New |
| Private Capital Group, LLC | 3,116 | $325.0K | 0.07% | −633−16.9% | Reduced |
| Chicago Partners Investment Group LLC | 3,180 | $325.0K | 0.02% | −222−6.5% | Reduced |
| First Command Bank | 2,595 | $325.0K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,178 | $329.0K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,177 | $329.0K | 0.20% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,959 | $329.0K | 0.26% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,177 | $329.0K | 0.07% | +3,177 | New |
| Physicians Financial Services, Inc. | 3,191 | $330.0K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,198 | $331.0K | 0.07% | +185+6.1% | Added |
| Onyx Bridge Wealth Group LLC | 3,119 | $331.0K | 0.11% | +234+8.1% | Added |
| Spears Abacus Advisors LLC | 3,210 | $332.0K | 0.02% | −3,798−54.2% | Reduced |
| Aull & Monroe Investment Management Corp | 3,211 | $332.0K | 0.15% | −141−4.2% | Reduced |
| Ridgewood Investments LLC | 3,214 | $332.0K | 0.21% | −86−2.6% | Reduced |
| Willner & Heller, LLC | 2,657 | $333.0K | 0.44% | +2,657 | New |
| Ssi Investment Management LLC | 3,221 | $334.0K | 0.02% | −5−0.2% | Reduced |
| First National Bank | 3,227 | $334.0K | 0.29% | +62+2.0% | Added |
| First Manhattan Co | 3,243 | $335.0K | 0.00% | −3,535−52.2% | Reduced |
| Raleigh Capital Management Inc. | 3,241 | $335.0K | 0.34% | +3,241 | New |
| Advisor OS, LLC | 3,260 | $337.0K | 0.07% | +7+0.2% | Added |
| Graypoint LLC | 3,268 | $338.0K | 0.04% | −334−9.3% | Reduced |
| Wisconsin Capital Management LLC | 3,263 | $338.0K | 0.14% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,301 | $341.0K | 0.04% | −1,960−37.3% | Reduced |
| Peoples Bank | 3,297 | $341.0K | 0.17% | −25−0.8% | Reduced |
| Carret Asset Management, LLC | 3,309 | $342.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 3,313 | $343.0K | 0.09% | −390−10.5% | Reduced |
| Quantinno Capital Management LP | 3,318 | $343.0K | 0.06% | +3,318 | New |
| Angeles Investment Advisors, LLC | 3,310 | $344.0K | 0.02% | +487+17.3% | Added |
| TCWP LLC | 3,343 | $345.0K | 0.07% | +3,343 | New |
| Leverty Financial Group, LLC | 3,340 | $345.0K | 0.27% | +3,340 | New |
| Hennion & Walsh Asset Management, Inc. | 3,349 | $346.0K | 0.02% | −181−5.1% | Reduced |
| Zullo Investment Group, Inc. | 3,362 | $348.0K | 0.18% | +3,362 | New |
| Wilson & Boucher Capital Management, LLC | 3,378 | $349.0K | 0.31% | +3,378 | New |
| Franklin Street Advisors Inc | 3,383 | $350.0K | 0.03% | −7−0.2% | Reduced |
| Advisors Management Group Inc | 3,381 | $350.0K | 0.10% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,382 | $350.0K | 0.18% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,392 | $351.0K | 0.26% | +1,157+51.8% | Added |
| BMS Financial Advisors, LLC | 3,394 | $351.0K | 0.22% | +3,394 | New |
| Twin Focus Capital Partners, LLC | 3,401 | $352.0K | 0.07% | −211−5.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,406 | $352.0K | 0.01% | −104−3.0% | Reduced |
| GYL Financial Synergies, LLC | 3,408 | $352.0K | 0.10% | +3,408 | New |
| 55I, LLC | 3,414 | $353.0K | 0.01% | +387+12.8% | Added |
| RMR Wealth Builders | 3,395 | $353.0K | 0.10% | +3,395 | New |
| Silverlake Wealth Management LLC | 3,425 | $354.3K | 0.19% | +3,425 | New |
| Tranquility Partners, LLC | 3,428 | $355.0K | 0.16% | −35−1.0% | Reduced |
| DF Dent & Co Inc | 3,436 | $355.0K | 0.00% | +18+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 3,445 | $356.0K | 0.02% | −1,269−26.9% | Reduced |
| Northeast Investment Management | 3,443 | $356.0K | 0.02% | −273−7.3% | Reduced |
| Summit Financial Strategies, Inc. | 3,440 | $356.0K | 0.07% | 00.0% | Unchanged |
| Corundum Group, Inc. | 3,446 | $356.0K | 0.23% | +1,161+50.8% | Added |
| Rowland & Co Investment Counsel | 3,443 | $356.2K | 0.08% | +3,443 | New |
| Samalin Investment Counsel, LLC | 3,454 | $357.0K | 0.21% | +278+8.8% | Added |
| Essex Savings Bank | 3,467 | $358.0K | 0.12% | −185−5.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,473 | $359.0K | 0.10% | −13,712−79.8% | Reduced |
| Alethea Capital Management, LLC | 3,500 | $362.0K | 0.32% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,508 | $363.0K | 0.19% | +3,508 | New |
| Thompson Siegel & Walmsley LLC | 3,514 | $364.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,527 | $364.8K | 0.03% | −3,625−50.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,532 | $365.0K | 0.19% | −665−15.8% | Reduced |
| Capital Planning Advisors, LLC | 3,537 | $366.0K | 0.07% | −190−5.1% | Reduced |
| CFM Wealth Partners LLC | 3,480 | $369.0K | 0.08% | −460−11.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3,563 | $369.0K | 0.06% | +198+5.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,570 | $369.0K | 0.05% | +2,560+253.5% | Added |
| Old National Bancorp | 3,607 | $373.0K | 0.01% | −17−0.5% | Reduced |
| Empirical Asset Management, LLC | 3,619 | $374.0K | 0.36% | +3,619 | New |
| Lion Street Advisors, LLC | 3,588 | $375.0K | 0.18% | −34−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 3,640 | $376.0K | 0.05% | +3,640 | New |
| Hendley & Co Inc | 3,658 | $378.0K | 0.12% | −850−18.9% | Reduced |
| RSM US Wealth Management LLC | 3,651 | $378.0K | 0.02% | +183+5.3% | Added |
| Widmann Financial Services, Inc. | 3,662 | $378.0K | 0.31% | +3,662 | New |
| Aviance Capital Partners, LLC | 3,667 | $379.0K | 0.06% | −23−0.6% | Reduced |
| Change Path, LLC | 3,674 | $380.0K | 0.02% | −386−9.5% | Reduced |
| Carlson Capital Management | 3,686 | $381.0K | 0.03% | −219−5.6% | Reduced |
| Crumly & Associates Inc. | 3,743 | $382.0K | 0.15% | −550−12.8% | Reduced |
| Grove Bank & Trust | 3,689 | $382.0K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,698 | $383.0K | 0.21% | −87−2.3% | Reduced |
| jvl associates llc | 3,711 | $384.0K | 0.24% | +22+0.6% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 3,725 | $385.0K | 0.11% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 3,728 | $386.0K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,762 | $389.0K | 0.02% | −671−15.1% | Reduced |
| Archford Capital Strategies, LLC | 3,762 | $389.0K | 0.09% | −258−6.4% | Reduced |
| Stillwater Investment Management, LLC | 3,764 | $389.0K | 0.10% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 3,800 | $393.0K | 0.31% | +3,800 | New |
| Guyasuta Investment Advisors Inc | 3,807 | $394.0K | 0.03% | −2,372−38.4% | Reduced |