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 |
|---|---|---|---|---|---|
| Searle & Co. | 3,819 | $395.0K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,828 | $396.0K | 0.04% | −1,672−30.4% | Reduced |
| Simmons Bank | 3,845 | $398.0K | 0.03% | −28−0.7% | Reduced |
| LPWM LLC | 3,867 | $400.0K | 0.21% | +47+1.2% | Added |
| Interchange Capital Partners, LLC | 3,868 | $400.0K | 0.40% | +3,868 | New |
| Almanack Investment Partners, LLC. | 3,870 | $403.0K | 0.03% | +50+1.3% | Added |
| KMG Fiduciary Partners, LLC | 3,894 | $403.0K | 0.06% | +91+2.4% | Added |
| Cypress Capital Group | 3,891 | $403.0K | 0.05% | +366+10.4% | Added |
| Washington Trust Advisors, Inc. | 3,904 | $404.0K | 0.03% | +3,904 | New |
| StoneX Group Inc. | 3,910 | $407.0K | 0.05% | +397+11.3% | Added |
| Prestige Wealth Management Group LLC | 3,927 | $407.0K | 0.10% | −1,508−27.7% | Reduced |
| Aries Wealth Management | 3,936 | $407.0K | 0.16% | −14−0.4% | Reduced |
| J. W. Coons Advisors, LLC | 3,985 | $410.0K | 0.12% | −3,119−43.9% | Reduced |
| Prio Wealth Limited Partnership | 3,968 | $410.0K | 0.01% | −103−2.5% | Reduced |
| Highland Private Wealth Management | 3,994 | $413.0K | 0.05% | −333−7.7% | Reduced |
| Transform Wealth, LLC | 3,992 | $413.0K | 0.04% | −302−7.0% | Reduced |
| Geller Advisors LLC | 3,970 | $413.0K | 0.08% | +5+0.1% | Added |
| Nations Financial Group Inc, | 4,007 | $415.0K | 0.05% | +1,107+38.2% | Added |
| Saiph Capital, LLC | 4,019 | $415.8K | 0.27% | +4,019 | New |
| Capital Square, LLC | 3,933 | $416.0K | 0.29% | −342−8.0% | Reduced |
| CenterStar Asset Management, LLC | – | $417.0K | 0.32% | – | New |
| Laidlaw Wealth Management LLC | 4,056 | $420.0K | 0.07% | −2,926−41.9% | Reduced |
| Riverbridge Partners LLC | 4,061 | $420.0K | 0.00% | −2,005−33.1% | Reduced |
| First Citizens Financial Corp | 4,060 | $420.0K | 0.31% | −63−1.5% | Reduced |
| E Fund Management Co., Ltd. | 4,066 | $421.0K | 0.01% | +125+3.2% | Added |
| Lakeview Capital Partners, LLC | 4,084 | $422.0K | 0.25% | −949−18.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,080 | $422.0K | 0.11% | +1,154+39.4% | Added |
| TD Ameritrade Investment Management, LLC | 4,084 | $422.0K | 0.00% | +2,924+252.1% | Added |
| Caas Capital Management LP | 4,083 | $422.0K | 0.04% | +4,083 | New |
| K.J. Harrison & Partners Inc | 4,100 | $425.0K | 0.06% | +4,100 | New |
| Curated Wealth Partners LLC | 4,128 | $427.0K | 0.14% | −339−7.6% | Reduced |
| Signet Financial Management, LLC | 4,136 | $428.0K | 0.06% | −1,003−19.5% | Reduced |
| Sunbelt Securities, Inc. | 4,125 | $430.0K | 0.07% | −281−6.4% | Reduced |
| ACT Advisors, LLC. | 4,163 | $431.0K | 0.32% | +9+0.2% | Added |
| Advisor Resource Council | 4,180 | $432.0K | 0.03% | +4,180 | New |
| Iron Financial, LLC | 4,182 | $433.0K | 0.19% | +173+4.3% | Added |
| Profit Investment Management, LLC | 4,206 | $435.0K | 0.27% | +1,113+36.0% | Added |
| Founders Financial Alliance, LLC | 4,204 | $435.0K | 0.18% | +1,136+37.0% | Added |
| Twin Lakes Capital Management, LLC | 4,214 | $436.0K | 0.23% | +7+0.2% | Added |
| Qtron Investments LLC | 4,229 | $437.0K | 0.10% | −4,146−49.5% | Reduced |
| Schmidt P J Investment Management Inc | 4,225 | $437.0K | 0.09% | −130−3.0% | Reduced |
| South State Corp. | 4,227 | $437.0K | 0.03% | +561+15.3% | Added |
| S.C. Financial Services, Inc. | 4,014 | $437.0K | 0.50% | +4,014 | New |
| Azimuth Capital Management LLC | 4,243 | $439.0K | 0.02% | +50+1.2% | Added |
| Keebeck Wealth Management, LLC | 4,223 | $440.0K | 0.08% | −300−6.6% | Reduced |
| Regent Investment Management LLC | 4,257 | $440.0K | 0.10% | +500+13.3% | Added |
| Concord Wealth Partners | 4,250 | $440.0K | 0.11% | +2,770+187.2% | Added |
| Beacon Financial Advisory LLC | 4,267 | $441.0K | 0.20% | −34−0.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,287 | $443.0K | 0.01% | −20.0% | Reduced |
| MMBG Investment Advisors Co. | 4,279 | $443.0K | 0.04% | +4,279 | New |
| Bard Financial Services, Inc. | 4,290 | $444.0K | 0.04% | 00.0% | Unchanged |
| F3Logic, LLC | 4,265 | $444.0K | 0.05% | +2,429+132.3% | Added |
| Gs Investments, Inc. | 4,295 | $444.0K | 0.21% | +3,663+579.6% | Added |
| Davy Global Fund Management Ltd | 4,305 | $445.0K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,298 | $445.0K | 0.03% | +443+11.5% | Added |
| First Dallas Securities Inc. | 4,300 | $445.0K | 0.29% | +1,175+37.6% | Added |
| Quantum Private Wealth, LLC | 4,314 | $446.0K | 0.17% | +4,314 | New |
| LWM Advisory Services, LLC | 4,320 | $447.0K | 0.55% | +4,320 | New |
| CPWM, LLC | 3,570 | $448.0K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,351 | $450.0K | 0.12% | +910+26.4% | Added |
| Meadow Creek Wealth Advisors LLC | 4,347 | $450.0K | 0.42% | +4,347 | New |
| Intercontinental Wealth Advisors, LLC | 4,374 | $452.0K | 0.10% | −3−0.1% | Reduced |
| Smith Shellnut Wilson LLC | 4,373 | $452.0K | 0.22% | +137+3.2% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $454.0K | 0.21% | −20−0.5% | Reduced |
| Aureus Asset Management, LLC | 4,403 | $455.0K | 0.03% | −954−17.8% | Reduced |
| Sage Mountain Advisors LLC | 4,402 | $455.0K | 0.05% | −601−12.0% | Reduced |
| MQS Management LLC | 4,404 | $456.0K | 0.73% | +4,404 | New |
| Claro Advisors LLC | 4,431 | $458.0K | 0.16% | −576−11.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,425 | $458.0K | 0.27% | +498+12.7% | Added |
| Perigon Wealth Management, LLC | 4,431 | $458.0K | 0.03% | +774+21.2% | Added |
| Riverwater Partners LLC | 4,428 | $458.0K | 0.41% | +4,428 | New |
| Wrapmanager Inc | 4,439 | $459.0K | 0.11% | +16+0.4% | Added |
| Gilbert & Cook, Inc. | 4,444 | $460.0K | 0.07% | +116+2.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,471 | $463.0K | 0.23% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,503 | $466.0K | 0.15% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 4,510 | $467.0K | 1.04% | −790−14.9% | Reduced |
| KB Financial Partners, LLC | 4,515 | $467.0K | 0.13% | +885+24.4% | Added |
| Brown Advisory Securities, LLC | 4,540 | $469.0K | 0.20% | −1,707−27.3% | Reduced |
| First PREMIER Bank | 4,535 | $469.0K | 0.12% | 00.0% | Unchanged |
| CNB Bank | 4,537 | $469.0K | 0.26% | +119+2.7% | Added |
| Nwam LLC | 4,534 | $469.0K | 0.04% | +1,269+38.9% | Added |
| Quadrant Capital Group LLC | 4,545 | $470.0K | 0.06% | −2,352−34.1% | Reduced |
| Magnus Financial Group LLC | 4,558 | $471.0K | 0.09% | −23−0.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,551 | $471.0K | 0.11% | 00.0% | Unchanged |
| NinePointTwo Capital | 4,561 | $471.0K | 0.15% | +2,699+145.0% | Added |
| American Trust | 4,569 | $473.0K | 0.04% | +4,569 | New |
| Thomasville National Bank | 4,586 | $474.0K | 0.05% | −139−2.9% | Reduced |
| American State Bank (Iowa) | 4,608 | $476.7K | 0.33% | +1,229+36.4% | Added |
| Wealthsource Partners, LLC | 4,609 | $477.0K | 0.04% | +55+1.2% | Added |
| Peoples Financial Services Corp. | 4,620 | $478.0K | 0.19% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,628 | $479.0K | 0.11% | −12−0.3% | Reduced |
| Garrett Investment Advisors LLC | 4,626 | $479.0K | 0.12% | +134+3.0% | Added |
| HighTower Trust Services, LTA | 4,629 | $479.0K | 0.05% | +4,629 | New |
| Hamilton Capital, LLC | 4,681 | $484.0K | 0.04% | +4,681 | New |
| Tarbox Family Office, Inc. | 4,687 | $485.0K | 0.08% | −475−9.2% | Reduced |
| Mitchell Sinkler & Starr | 4,688 | $485.0K | 0.14% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,710 | $487.0K | 0.01% | +1,188+33.7% | Added |
| ACG Wealth | 4,718 | $488.0K | 0.07% | +1,978+72.2% | Added |
| Boston Common Asset Management, LLC | 4,726 | $489.0K | 0.02% | +260+5.8% | Added |
| Soltis Investment Advisors LLC | 4,805 | $497.0K | 0.07% | +13+0.3% | Added |