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
- +66 vs. Q3 2021
- Shares held
- 1.08B
- +3.79M (+0.4%) vs. Q3 2021
- Total value
- $112.1B
- −$23.3B (−17.2%) vs. Q3 2021
- New holders
- 265
- 862 more added
- Sold out
- 199
- 740 more reduced
32 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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 4,810 | $498.0K | 0.14% | +43+0.9% | Added |
| Jmac Enterprises LLC | 4,813 | $498.0K | 0.12% | +4,813 | New |
| Principle Wealth Partners LLC | 4,820 | $499.0K | 0.05% | +31+0.6% | Added |
| IVC Wealth Advisors LLC | 4,832 | $500.0K | 0.32% | −20.0% | Reduced |
| Balentine LLC | 4,845 | $501.0K | 0.02% | −2,576−34.7% | Reduced |
| Boyd Watterson Asset Management LLC | 4,861 | $503.0K | 0.17% | −270−5.3% | Reduced |
| Thomas White International Ltd | 4,858 | $503.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Securities LLC | 4,864 | $503.0K | 0.14% | +364+8.1% | Added |
| Keeler Thomas Management LLC | 4,881 | $504.0K | 0.22% | −25,566−84.0% | Reduced |
| Sanders Morris Harris LLC | 4,744 | $504.0K | 0.09% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4,872 | $504.0K | 0.39% | +4,872 | New |
| LCNB Corp | 4,922 | $509.0K | 0.23% | −102−2.0% | Reduced |
| Cadence Bank NA | 4,922 | $509.0K | 0.14% | −93−1.9% | Reduced |
| NuWave Investment Management, LLC | 4,927 | $510.0K | 0.58% | +4,793+3,576.9% | Added |
| First Farmers & Merchants Bank / Trust | 4,930 | $510.0K | 0.51% | +4,930 | New |
| US Asset Management LLC | 4,990 | $516.0K | 0.49% | −6−0.1% | Reduced |
| Enterprise Financial Services Corp | 4,996 | $517.0K | 0.08% | −6,894−58.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,002 | $517.0K | 0.22% | −540−9.7% | Reduced |
| Jupiter Wealth Management LLC | 5,000 | $517.0K | 0.27% | 00.0% | Unchanged |
| Baader Bank INC | 5,000 | $517.0K | 0.04% | +5,000 | New |
| Mark Sheptoff Financial Planning, LLC | 5,026 | $520.0K | 0.25% | +10.0% | Added |
| Cito Capital Group, LLC | 5,000 | $520.0K | 0.22% | +5,000 | New |
| Paragon Financial Partners, Inc. | 5,030 | $520.0K | 0.43% | +5,030 | New |
| Larson Financial Group LLC | 5,040 | $521.0K | 0.08% | +4,626+1,117.4% | Added |
| Neo Ivy Capital Management | 5,044 | $522.0K | 0.75% | −840−14.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 5,044 | $522.0K | 0.34% | +5,044 | New |
| First Affirmative Financial Network | 5,061 | $524.0K | 0.48% | +150+3.1% | Added |
| Leavell Investment Management, Inc. | 5,051 | $526.0K | 0.03% | −1,656−24.7% | Reduced |
| Tiemann Investment Advisors, LLC | 5,080 | $526.0K | 0.22% | −50−1.0% | Reduced |
| EP Wealth Advisors, LLC | 5,099 | $527.0K | 0.01% | −442−8.0% | Reduced |
| Versor Investments LP | 5,100 | $528.0K | 0.02% | −2,400−32.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,112 | $529.0K | 0.10% | −166−3.1% | Reduced |
| Clear Street Markets LLC | 5,141 | $532.0K | 0.05% | −47,959−90.3% | Reduced |
| Pictet North America Advisors SA | 5,161 | $534.0K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,203 | $538.0K | 0.10% | −53−1.0% | Reduced |
| Great Diamond Partners, LLC | 5,203 | $538.0K | 0.14% | +140+2.8% | Added |
| SevenBridge Financial Group, LLC | 5,224 | $540.0K | 0.16% | +1,183+29.3% | Added |
| Thoroughbred Financial Services, LLC | 5,220 | $540.0K | 0.11% | +1,354+35.0% | Added |
| Harbour Investments, Inc. | 5,228 | $541.0K | 0.03% | −7,096−57.6% | Reduced |
| Cahill Financial Advisors Inc | 5,250 | $543.0K | 0.10% | +36+0.7% | Added |
| Perfromance Wealth Partners, LLC | 5,256 | $544.0K | 0.02% | +5,256 | New |
| Clare Market Investments LLC | 5,279 | $546.1K | 0.15% | +133+2.6% | Added |
| Vigilant Capital Management, LLC | 5,284 | $547.0K | 0.04% | +2,485+88.8% | Added |
| Phoenix Wealth Advisors | 5,301 | $548.0K | 0.41% | +2,581+94.9% | Added |
| Cutler Group LP | 5,300 | $548.0K | 0.04% | +5,300 | New |
| Savant Capital, LLC | 5,316 | $550.0K | 0.02% | +1,102+26.2% | Added |
| Axxcess Wealth Management, LLC | 5,328 | $551.0K | 0.04% | +5,328 | New |
| Biltmore Wealth Management, LLC | 5,336 | $552.0K | 0.21% | −765−12.5% | Reduced |
| Opus Capital Group, LLC | 5,336 | $552.0K | 0.11% | +862+19.3% | Added |
| North Star Investment Management Corp. | 5,354 | $554.0K | 0.04% | −823−13.3% | Reduced |
| Family Management Corp | 5,354 | $554.0K | 0.14% | −532−9.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,367 | $555.0K | 0.06% | +790+17.3% | Added |
| Aevitas Wealth Management, Inc. | 5,370 | $556.0K | 0.33% | +17+0.3% | Added |
| North Star Asset Management Inc | 5,383 | $557.0K | 0.03% | −250−4.4% | Reduced |
| Patten & Patten Inc | 5,381 | $557.0K | 0.04% | +752+16.2% | Added |
| Pointe Capital Management LLC | 5,397 | $558.0K | 0.35% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 5,427 | $561.0K | 0.24% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 5,431 | $562.0K | 0.23% | +91+1.7% | Added |
| First National Bank of South Miami | 5,444 | $563.0K | 0.34% | −3−0.1% | Reduced |
| Wulff, Hansen & Co. | 5,440 | $563.0K | 0.49% | +5,440 | New |
| Legacy Financial Advisors, Inc. | 5,448 | $564.0K | 0.13% | −500−8.4% | Reduced |
| WealthShield Partners, LLC | 5,476 | $566.0K | 0.09% | −37−0.7% | Reduced |
| LSV Asset Management | 5,500 | $569.0K | 0.00% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,470 | $571.0K | 1.15% | +926+20.4% | Added |
| Oakworth Capital, Inc. | 5,527 | $572.0K | 0.05% | −388−6.6% | Reduced |
| Ropes Wealth Advisors LLC | 5,532 | $572.0K | 0.10% | +685+14.1% | Added |
| Caldwell Trust Co | 5,567 | $575.9K | 0.07% | +67+1.2% | Added |
| FinTrust Capital Advisors, LLC | 5,566 | $576.0K | 0.14% | −20,318−78.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,634 | $577.0K | 0.06% | −114−2.0% | Reduced |
| True North Advisors, LLC | 5,590 | $578.0K | 0.10% | −145−2.5% | Reduced |
| V Wealth Advisors LLC | 5,582 | $578.0K | 0.08% | +90+1.6% | Added |
| Gsa Capital Partners LLP | 5,587 | $578.0K | 0.07% | +5,587 | New |
| Covenant Partners, LLC | 5,601 | $579.0K | 0.21% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 5,622 | $582.0K | 0.20% | −213−3.7% | Reduced |
| Financial Advisory Corp | 5,633 | $583.0K | 0.28% | +5,633 | New |
| Trustcore Financial Services, LLC | 5,650 | $584.0K | 0.07% | +39+0.7% | Added |
| Montecito Bank & Trust | 5,682 | $588.0K | 0.10% | +259+4.8% | Added |
| Drive Wealth Management, LLC | 5,685 | $589.0K | 0.52% | +5,685 | New |
| Bowman & Co S.C. | 5,708 | $594.0K | 0.46% | +5,708 | New |
| Security Asset Management | 5,748 | $595.0K | 0.23% | −1,295−18.4% | Reduced |
| First Midwest Bank Trust Division | 5,766 | $596.0K | 0.08% | +417+7.8% | Added |
| Middleton & Co Inc | 5,776 | $598.0K | 0.06% | +325+6.0% | Added |
| Jump Financial, LLC | 5,883 | $608.0K | 0.04% | +4,151+239.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,901 | $610.0K | 0.10% | +5,901 | New |
| Proficio Capital Partners LLC | 5,911 | $611.0K | 0.09% | −537−8.3% | Reduced |
| High Note Wealth, LLC | 5,910 | $611.0K | 0.21% | +11+0.2% | Added |
| Sunflower Bank, N.A. | 5,913 | $612.0K | 0.08% | +189+3.3% | Added |
| Avestar Capital, LLC | 5,882 | $612.0K | 0.11% | +278+5.0% | Added |
| First City Capital Management, Inc. | 5,967 | $613.0K | 0.34% | −950−13.7% | Reduced |
| Encompass Wealth Advisors, LLC | 5,939 | $614.0K | 0.15% | +46+0.8% | Added |
| Johnson Financial Group, Inc. | 5,940 | $615.0K | 0.04% | −352−5.6% | Reduced |
| Waldron Private Wealth LLC | 5,919 | $615.0K | 0.03% | +385+7.0% | Added |
| SlateStone Wealth, LLC | 5,962 | $617.0K | 0.13% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,008 | $622.0K | 0.20% | −50−0.8% | Reduced |
| TCI Wealth Advisors, Inc. | 6,027 | $624.0K | 0.09% | −66−1.1% | Reduced |
| Ergoteles LLC | 6,036 | $624.0K | 0.02% | +6,036 | New |
| swisspartners Ltd. | 5,965 | $625.0K | 0.44% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,039 | $625.0K | 0.16% | +780+14.8% | Added |
| Kovack Advisors, Inc. | 6,086 | $630.0K | 0.06% | −959−13.6% | Reduced |
| Manchester Capital Management LLC | 6,094 | $630.0K | 0.08% | −923−13.2% | Reduced |