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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 7,622 | $788.0K | 0.39% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,623 | $789.0K | 0.12% | +2,319+43.7% | Added |
| First Pacific Financial | 7,663 | $793.0K | 0.38% | +569+8.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,679 | $794.0K | 0.06% | +270+3.6% | Added |
| PrairieView Partners, LLC | 7,696 | $796.0K | 0.11% | +61+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 7,726 | $799.0K | 0.28% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 7,723 | $799.0K | 0.02% | +39+0.5% | Added |
| Mission Wealth Management, LP | 7,721 | $799.0K | 0.04% | +1,017+15.2% | Added |
| Exencial Wealth Advisors, LLC | 7,727 | $799.0K | 0.04% | +5,448+239.1% | Added |
| Alpha Omega Wealth Management LLC | 7,354 | $800.0K | 0.12% | +27+0.4% | Added |
| TLWM | 7,814 | $808.0K | 0.27% | +162+2.1% | Added |
| Baxter Bros Inc | 7,824 | $809.0K | 0.12% | −400−4.9% | Reduced |
| Mengis Capital Management, Inc. | 7,841 | $811.0K | 0.15% | +2,130+37.3% | Added |
| Ti-Trust, Inc | 7,907 | $818.0K | 0.73% | +7,907 | New |
| NorthRock Partners, LLC | 7,929 | $820.0K | 0.06% | −1,090−12.1% | Reduced |
| Rehmann Capital Advisory Group | 7,937 | $821.1K | 0.08% | −260−3.2% | Reduced |
| Fort, L.P. | 7,966 | $824.0K | 0.27% | +875+12.3% | Added |
| Doman Group, LLC | 7,975 | $825.0K | 0.72% | +7,975 | New |
| Mayflower Financial Advisors, LLC | 7,988 | $826.0K | 0.11% | −52−0.6% | Reduced |
| Affiance Financial, LLC | 7,998 | $827.0K | 0.35% | −168−2.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,997 | $827.0K | 0.01% | −103−1.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,028 | $831.0K | 0.06% | +5,003+165.4% | Added |
| Cim Investment Mangement Inc | 8,059 | $834.0K | 0.25% | −158−1.9% | Reduced |
| Burns J W & Co Inc | 8,107 | $839.0K | 0.12% | −177−2.1% | Reduced |
| Lewis Capital Management, LLC | 8,119 | $840.0K | 0.88% | +8,119 | New |
| DT Investment Partners, LLC | 8,143 | $843.0K | 0.11% | +208+2.6% | Added |
| Brighton Jones LLC | 8,163 | $844.0K | 0.04% | +355+4.5% | Added |
| Grace Capital | 8,200 | $848.0K | 0.50% | +500+6.5% | Added |
| C2C Wealth Management, LLC | 8,207 | $849.0K | 0.12% | +8,207 | New |
| American National Insurance Co | 8,240 | $852.0K | 0.19% | −61,509−88.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,248 | $853.0K | 0.75% | +8,248 | New |
| Winch Advisory Services, LLC | 8,265 | $855.0K | 0.28% | −1,337−13.9% | Reduced |
| Hollencrest Capital Management | 8,260 | $855.0K | 0.07% | −365−4.2% | Reduced |
| Congress Park Capital LLC | 8,278 | $856.0K | 0.42% | +355+4.5% | Added |
| Washington Capital Management Inc | 8,305 | $859.2K | 0.70% | +140+1.7% | Added |
| Patriot Investment Management Inc. | 8,370 | $865.0K | 0.07% | +170+2.1% | Added |
| Cambridge Advisors Inc. | 8,384 | $867.0K | 0.20% | −200−2.3% | Reduced |
| Wellington Shields Capital Management, LLC | 8,412 | $870.0K | 0.11% | +2,977+54.8% | Added |
| Perpetual Investment Management Ltd | 8,437 | $873.0K | 0.10% | +1,651+24.3% | Added |
| Tectonic Advisors LLC | 8,451 | $874.0K | 0.16% | +1,507+21.7% | Added |
| Bank of Stockton | 8,454 | $875.0K | 0.26% | +19+0.2% | Added |
| Papp L Roy & Associates | 8,471 | $876.0K | 0.10% | +1,015+13.6% | Added |
| Alpha Paradigm Partners, LLC | 8,474 | $877.0K | 0.35% | −65−0.8% | Reduced |
| Benin Management CORP | 8,475 | $877.0K | 0.27% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 8,478 | $877.0K | 0.08% | +8,478 | New |
| Marcum Wealth, LLC | 8,512 | $881.0K | 0.12% | −583−6.4% | Reduced |
| Creative Financial Designs Inc | 8,525 | $882.0K | 0.13% | +512+6.4% | Added |
| Loudon Investment Management, LLC | 8,532 | $883.0K | 0.56% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 2,949 | $886.0K | 0.53% | 00.0% | Unchanged |
| Winton Group Ltd | 8,572 | $887.0K | 0.05% | −6,709−43.9% | Reduced |
| Credit Agricole S A | 8,602 | $890.0K | 0.03% | −242−2.7% | Reduced |
| KG&L Capital Management,LLC | 8,684 | $898.0K | 0.36% | +3,529+68.5% | Added |
| McDaniel Terry & Co | 8,699 | $900.0K | 0.09% | +812+10.3% | Added |
| Henshaw Capital LLC | 8,784 | $908.7K | 0.05% | +29+0.3% | Added |
| MSH Capital Advisors LLC | 8,817 | $912.1K | 0.41% | +8,817 | New |
| CenterBook Partners LP | 8,826 | $913.0K | 0.54% | +8,826 | New |
| IFP Advisors, Inc | 8,879 | $919.0K | 0.02% | +1,317+17.4% | Added |
| Altfest L J & Co Inc | 8,893 | $920.0K | 0.18% | +468+5.6% | Added |
| DCM Advisors, LLC | 8,988 | $930.0K | 0.27% | +8,988 | New |
| Smith, Moore & Co. | 9,098 | $941.0K | 0.13% | +780+9.4% | Added |
| Hancock Whitney Investment Services Inc. | 9,102 | $942.0K | 0.16% | +9,102 | New |
| Heartland Advisors Inc | 9,126 | $944.0K | 0.06% | −3,865−29.8% | Reduced |
| Rosenbaum Jay D. | 9,123 | $944.0K | 1.39% | −2,767−23.3% | Reduced |
| Bollard Group LLC | 9,134 | $945.0K | 0.03% | +46+0.5% | Added |
| Moseley Investment Management Inc | 9,145 | $946.0K | 0.43% | +233+2.6% | Added |
| ASB Consultores, LLC | 9,158 | $947.0K | 0.47% | +9,158 | New |
| Orion Capital Management LLC | 9,180 | $950.0K | 0.54% | +230+2.6% | Added |
| Venturi Wealth Management, LLC | 9,215 | $953.0K | 0.07% | +86+0.9% | Added |
| Engine No. 1 LLC | 9,209 | $953.0K | 0.20% | +1,968+27.2% | Added |
| Wealth Management Solutions, LLC | 9,216 | $953.0K | 0.49% | +9,216 | New |
| West Oak Capital, LLC | 9,255 | $957.0K | 0.35% | −4,109−30.7% | Reduced |
| Ninety One SA (PTY) Ltd | 9,159 | $957.0K | 0.28% | −196−2.1% | Reduced |
| Martin & Co Inc | 9,265 | $958.0K | 0.22% | −83−0.9% | Reduced |
| Diligent Investors, LLC | 9,273 | $959.0K | 0.27% | −200−2.1% | Reduced |
| Gamble Jones Investment Counsel | 9,287 | $961.0K | 0.06% | +50+0.5% | Added |
| NVWM, LLC | 9,356 | $968.0K | 0.30% | −265−2.8% | Reduced |
| Oak Thistle LLC | 9,357 | $968.0K | 0.75% | +9,357 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,390 | $971.0K | 0.33% | −979−9.4% | Reduced |
| Northwest & Ethical Investments L.P. | 9,404 | $972.8K | 0.03% | −3,850−29.0% | Reduced |
| Strong Tower Advisory Services | 9,401 | $973.0K | 0.52% | +725+8.4% | Added |
| Field & Main Bank | 9,420 | $974.0K | 0.56% | +75+0.8% | Added |
| Intrua Financial, LLC | 9,472 | $980.0K | 0.17% | +2,126+28.9% | Added |
| Jupiter Asset Management Ltd | 9,391 | $981.0K | 0.01% | −3,727−28.4% | Reduced |
| Investment Advisory Services Inc | 9,495 | $982.0K | 0.54% | +204+2.2% | Added |
| Barings LLC | 9,508 | $984.0K | 0.03% | −432−4.3% | Reduced |
| Redmond Asset Management, LLC | 9,532 | $986.0K | 0.28% | −2,531−21.0% | Reduced |
| Bivin & Associates, Inc. | 9,528 | $986.0K | 0.86% | +9,528 | New |
| Girard Partners Ltd. | 9,569 | $989.0K | 0.11% | +792+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,590 | $991.0K | 0.08% | −3,039−24.1% | Reduced |
| Forum Financial Management, LP | 9,583 | $991.0K | 0.05% | +9,583 | New |
| Silicon Valley Community Foundation | 9,603 | $993.4K | 0.07% | +9,603 | New |
| Csenge Advisory Group | 7,882 | $994.0K | 0.09% | −861−9.8% | Reduced |
| Strategic Blueprint, LLC | 9,615 | $995.0K | 0.13% | +860+9.8% | Added |
| Benchmark Investment Advisors LLC | 9,617 | $995.0K | 0.82% | +9,617 | New |
| Radnor Capital Management, LLC | 9,641 | $997.0K | 0.25% | −200−2.0% | Reduced |
| Dearborn Partners LLC | 9,643 | $998.0K | 0.04% | +620+6.9% | Added |
| Doyle Wealth Management | 9,655 | $999.0K | 0.07% | −35−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 9,610 | $1.00M | 0.11% | +4,943+105.9% | Added |
| Roberts Glore & Co Inc | 9,739 | $1.01M | 0.26% | +5+0.1% | Added |
| Sargent Bickham Lagudis LLC | 9,851 | $1.02M | 0.08% | −476−4.6% | Reduced |