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 |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 6,090 | $630.0K | 0.35% | +251+4.3% | Added |
| Bond & Devick Financial Network, Inc. | 6,141 | $635.0K | 0.48% | +450+7.9% | Added |
| Abbrea Capital, LLC | 6,125 | $637.0K | 0.09% | −340−5.3% | Reduced |
| MONECO Advisors, LLC | 6,243 | $638.0K | 0.24% | −118−1.9% | Reduced |
| IHT Wealth Management, LLC | 6,192 | $641.0K | 0.05% | −1,078−14.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,226 | $644.0K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,276 | $649.0K | 0.21% | +100+1.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,287 | $650.0K | 0.03% | +42+0.7% | Added |
| Parkside Financial Bank & Trust | 6,288 | $650.0K | 0.16% | +1,481+30.8% | Added |
| Freedom Day Solutions, LLC | 6,302 | $652.0K | 0.26% | −249−3.8% | Reduced |
| First Quadrant L P | 6,299 | $652.0K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,309 | $653.0K | 0.12% | +425+7.2% | Added |
| Martin Investment Management, LLC | 6,318 | $654.0K | 0.16% | −6,157−49.4% | Reduced |
| Smithfield Trust Co | 6,338 | $654.0K | 0.04% | −72−1.1% | Reduced |
| Alpine Global Management, LLC | 6,324 | $654.0K | 0.10% | +6,324 | New |
| M&R Capital Management Inc | 6,350 | $656.0K | 0.14% | −300−4.5% | Reduced |
| Virtue Capital Management, LLC | 6,340 | $656.0K | 0.10% | +1,866+41.7% | Added |
| Bank of Hawaii | 6,369 | $659.0K | 0.03% | −2,829−30.8% | Reduced |
| Prairiewood Capital, LLC | 6,372 | $659.0K | 0.52% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 6,400 | $662.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,403 | $662.0K | 0.19% | +6,403 | New |
| Royal Capital Wealth Management, LLC | 6,411 | $663.0K | 0.64% | +6,411 | New |
| Cornerstone Advisory, LLC | 6,439 | $666.0K | 0.10% | +144+2.3% | Added |
| Lawson Kroeker Investment Management Inc | 6,480 | $670.0K | 0.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 6,482 | $671.0K | 0.04% | −942−12.7% | Reduced |
| VeraBank, N.A. | 6,502 | $673.0K | 0.34% | −28−0.4% | Reduced |
| Northside Capital Management, LLC | 6,513 | $674.0K | 0.18% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 6,516 | $674.0K | 0.22% | +15+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,526 | $675.0K | 0.43% | −696−9.6% | Reduced |
| Mechanics Financial Corp | 6,529 | $675.0K | 0.32% | +6,529 | New |
| Pekin Hardy Strauss, Inc. | 6,578 | $680.0K | 0.09% | −650−9.0% | Reduced |
| Centaurus Financial, Inc. | 6,579 | $681.0K | 0.05% | +1,081+19.7% | Added |
| Machina Capital S.A.S. | 6,585 | $681.0K | 1.64% | +6,585 | New |
| Weatherly Asset Management L. P. | 6,594 | $682.0K | 0.08% | +18+0.3% | Added |
| Tufton Capital Management | 6,603 | $683.0K | 0.10% | +285+4.5% | Added |
| West Paces Advisors Inc. | 6,626 | $685.5K | 0.21% | −64−1.0% | Reduced |
| Birch Capital Management, LLC | 6,629 | $686.0K | 0.41% | −1,794−21.3% | Reduced |
| Legacy Private Trust Co. | 6,650 | $688.0K | 0.05% | +351+5.6% | Added |
| CoreCap Advisors, LLC | 6,672 | $690.0K | 0.05% | +6,672 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,682 | $691.0K | 0.11% | +1,229+22.5% | Added |
| West Michigan Advisors, LLC | 6,695 | $693.0K | 0.52% | +6,695 | New |
| Ascent Group, LLC | 6,579 | $695.0K | 0.09% | +6,579 | New |
| 9258 Wealth Management, LLC | 6,729 | $696.0K | 0.16% | +165+2.5% | Added |
| 44 Wealth Management LLC | 6,748 | $698.0K | 0.24% | −86−1.3% | Reduced |
| Boston Financial Mangement LLC | 6,746 | $698.0K | 0.03% | +312+4.8% | Added |
| Resources Management Corp | 6,743 | $698.0K | 0.09% | +447+7.1% | Added |
| Richwood Investment Advisors, LLC | 6,747 | $698.0K | 0.61% | +6,747 | New |
| Wealthspire Advisors, LLC | 6,779 | $701.0K | 0.02% | −6,441−48.7% | Reduced |
| Evergreen Capital Management LLC | 6,790 | $702.0K | 0.03% | −800−10.5% | Reduced |
| DB Fitzpatrick & Co, Inc | 6,782 | $702.0K | 0.66% | +6,782 | New |
| Teamwork Financial Advisors, LLC | 6,818 | $705.0K | 0.13% | −642−8.6% | Reduced |
| Bigelow Investment Advisors, LLC | 6,833 | $707.0K | 0.32% | −295−4.1% | Reduced |
| Stoneridge Investment Partners LLC | 6,830 | $707.0K | 0.33% | +6,830 | New |
| Windsor Capital Management, LLC | 6,844 | $708.0K | 0.21% | −18−0.3% | Reduced |
| Modera Wealth Management, LLC | 6,840 | $708.0K | 0.03% | +4,377+177.7% | Added |
| Archer Investment Corp | 6,869 | $710.6K | 0.24% | −116−1.7% | Reduced |
| Ballast, Inc. | 6,894 | $713.0K | 0.28% | +811+13.3% | Added |
| Oxbow Advisors, LLC | 6,888 | $713.0K | 0.07% | +1,052+18.0% | Added |
| PAX Financial Group, LLC | 6,905 | $714.0K | 0.16% | +488+7.6% | Added |
| Industrial Alliance Investment Management Inc. | 6,901 | $714.0K | 0.02% | +6,901 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,918 | $716.0K | 0.28% | −319−4.4% | Reduced |
| Ameritas Advisory Services, LLC | 6,943 | $718.0K | 0.03% | +6,943 | New |
| Arete Wealth Advisors, LLC | 6,844 | $720.0K | 0.06% | +2,029+42.1% | Added |
| Meiji Yasuda Life Insurance Co | 6,987 | $723.0K | 0.01% | −10,832−60.8% | Reduced |
| Intrust Bank NA | 7,005 | $724.0K | 0.09% | −3,415−32.8% | Reduced |
| Merit Financial Group, LLC | 6,995 | $724.0K | 0.07% | +21+0.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,000 | $724.0K | 0.37% | +1,800+34.6% | Added |
| American National Registered Investment Advisor, Inc. | 7,048 | $729.0K | 0.24% | −20.0% | Reduced |
| Stableford Capital II LLC | 6,997 | $729.0K | 0.31% | +6,997 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,056 | $730.0K | 0.15% | −1,110−13.6% | Reduced |
| Spirit of America Management Corp | 7,069 | $731.0K | 0.15% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,065 | $731.0K | 0.36% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 7,115 | $736.0K | 0.50% | +10+0.1% | Added |
| Sittner & Nelson, LLC | 7,126 | $737.0K | 0.43% | +651+10.1% | Added |
| ARGI Investment Services, LLC | 7,160 | $741.0K | 0.02% | −799−10.0% | Reduced |
| Meridian Wealth Advisors, LLC | 7,170 | $742.0K | 0.18% | −443−5.8% | Reduced |
| Ossiam | 7,193 | $744.0K | 0.02% | −8,420−53.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,191 | $744.0K | 0.40% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 7,195 | $744.0K | 0.42% | +1,289+21.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,202 | $745.0K | 0.49% | −140−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,227 | $748.0K | 0.21% | −2,929−28.8% | Reduced |
| Family Legacy, Inc. | 6,968 | $752.0K | 0.31% | +160+2.4% | Added |
| Resources Investment Advisors, LLC. | 7,280 | $753.0K | 0.03% | −2,565−26.1% | Reduced |
| Two Sigma Securities, LLC | 7,276 | $753.0K | 0.15% | +4,049+125.5% | Added |
| San Luis Wealth Advisors LLC | 7,293 | $754.0K | 0.77% | −5,987−45.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,296 | $755.0K | 0.03% | −69−0.9% | Reduced |
| Lincoln National Corp | 7,310 | $756.0K | 0.02% | +98+1.4% | Added |
| Wintrust Investments LLC | 7,313 | $757.0K | 0.07% | +7,313 | New |
| Little House Capital LLC | 7,358 | $761.0K | 0.40% | +85+1.2% | Added |
| KLK Capital Management LLC | 7,373 | $763.0K | 0.73% | −90−1.2% | Reduced |
| Ritholtz Wealth Management | 7,397 | $765.0K | 0.05% | −2,267−23.5% | Reduced |
| WCM Investment Management, LLC | 7,473 | $773.0K | 0.00% | +450+6.4% | Added |
| Prudent Man Advisors, LLC | 7,483 | $774.0K | 0.29% | −1,021−12.0% | Reduced |
| Buckley Wealth Management, LLC | 7,490 | $775.0K | 0.23% | +3,610+93.0% | Added |
| Barry Investment Advisors, LLC | 7,490 | $775.0K | 0.20% | +4,150+124.3% | Added |
| Foundations Investment Advisors, LLC | 7,151 | $779.0K | 0.03% | +2,615+57.6% | Added |
| USAdvisors Wealth Management, LLC | 7,548 | $781.0K | 0.32% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 7,574 | $784.0K | 0.05% | +4,324+133.0% | Added |
| Northwest Bancshares, Inc. | 7,584 | $785.0K | 0.15% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,615 | $788.0K | 0.15% | −1,894−19.9% | Reduced |