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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.

Institutional holdersQ4 2021: 2,072 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ4 2021: $112.1B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2021.

Institutions holding MDT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Quantitative Investment Management, LLC19,352$2.00M0.28%−38,452−66.5%Reduced
Greenleaf Trust19,253$1.99M0.02%−3,651−15.9%Reduced
IMA Wealth, Inc.19,125$1.98M0.44%−1,965−9.3%Reduced
Citizens Business Bank19,100$1.98M0.24%+1,200+6.7%Added
Truvestments Capital LLC19,093$1.98M0.99%+382+2.0%Added
NBT Bank N A19,066$1.97M0.25%+257+1.4%Added
ProVise Management Group, LLC18,873$1.95M0.18%+282+1.5%Added
Charter Oak Capital Management, LLC18,763$1.94M0.23%+40.0%Added
Epiq Partners, LLC18,718$1.94M1.03%−200−1.1%Reduced
Financial Advocates Investment Management85,600$1.93M0.14%+79,807+1,377.6%Added
Hanson & Doremus Investment Management18,496$1.91M0.41%+897+5.1%Added
Householder Group Estate & Retirement Specialist, LLC18,485$1.91M0.71%+18,485New
Sawtooth Solutions, LLC18,468$1.91M0.21%+5,853+46.4%Added
Virginia Wealth Management Group, Inc.18,429$1.91M1.72%+18,429New
Columbia Asset Management18,282$1.89M0.39%−3,926−17.7%Reduced
Schulhoff & Co Inc18,240$1.89M0.78%−135−0.7%Reduced
Investors Financial Group, LLC18,209$1.88M0.88%+261+1.5%Added
Baker Tilly Wealth Management, LLC18,049$1.87M0.20%+497+2.8%Added
Central Trust Co18,030$1.86M0.05%−20−0.1%Reduced
Strategic Wealth Partners, Ltd.17,987$1.86M0.35%+2,397+15.4%Added
Advisory Research Inc17,907$1.85M0.15%+4,306+31.7%Added
Banco de Sabadell, S.A17,723$1.84M1.03%+2,712+18.1%Added
Private Trust Co NA17,699$1.83M0.25%−737−4.0%Reduced
Connolly Sarah T.17,701$1.83M1.02%+7,222+68.9%Added
Condor Capital Management17,684$1.83M0.20%+94+0.5%Added
Wills Financial Group, Inc.17,662$1.83M0.72%−617−3.4%Reduced
CFS Investment Advisory Services, LLC17,584$1.82M0.24%+229+1.3%Added
Harbor Investment Advisory, LLC17,597$1.82M0.23%+2,808+19.0%Added
Illinois Municipal Retirement Fund17,570$1.82M0.05%+3,375+23.8%Added
Great Lakes Advisors, LLC17,555$1.82M0.03%−188−1.1%Reduced
Money Concepts Capital Corp17,545$1.81M0.15%+17,545New
DuPont Capital Management Corp17,479$1.81M0.06%−7,719−30.6%Reduced
Albion Financial Group17,454$1.81M0.14%−2,444−12.3%Reduced
Lido Advisors, LLC17,230$1.78M0.03%−2,684−13.5%Reduced
Access Financial Services, Inc.17,217$1.78M0.80%−134−0.8%Reduced
Citizens National Bank Trust Department17,152$1.77M0.67%−11,465−40.1%Reduced
Private Wealth Partners, LLC16,942$1.75M0.15%−818−4.6%Reduced
Hudson Value Partners, LLC16,752$1.73M0.84%+497+3.1%Added
Whittier Trust Co of Nevada Inc16,754$1.73M0.06%−775−4.4%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO16,713$1.73M0.76%+1,319+8.6%Added
Mattern Wealth Management LLC16,695$1.73M0.51%+42+0.3%Added
Waycross Partners, LLC16,673$1.73M0.99%+662+4.1%Added
Hedeker Wealth, LLC16,623$1.72M0.50%−159−0.9%Reduced
Vestcor Inc16,606$1.72M0.06%−3,278−16.5%Reduced
Colrain Capital LLC16,500$1.72M2.77%+5,000+43.5%Added
Summit Global Investments16,567$1.71M0.11%+1,446+9.6%Added
Fred Alger Management, LLC16,546$1.71M0.00%−881,555−98.2%Reduced
Telemus Capital, LLC16,527$1.71M0.14%−518−3.0%Reduced
Moody National Bank Trust Division16,522$1.71M0.05%−57,418−77.7%Reduced
Echo Street Capital Management LLC16,228$1.68M0.01%+10,359+176.5%Added
Capital Investment Advisory Services, LLC16,224$1.68M0.20%+4,475+38.1%Added
Autumn Glory Partners, LLC16,209$1.68M0.70%+16,209New
Wahed Invest LLC16,092$1.67M0.93%+16,092New
Cary Street Partners Asset Management LLC16,090$1.66M0.36%+5,183+47.5%Added
Truehand, Inc16,050$1.66M0.97%−1,191−6.9%Reduced
Longfellow Investment Management Co LLC16,028$1.66M0.27%+15,996+49,987.5%Added
Ashton Thomas Private Wealth, LLC16,022$1.66M0.16%+4,448+38.4%Added
Stone Point Wealth LLC15,975$1.65M1.34%+15,975New
Highlander Capital Management, LLC15,956$1.65M0.76%00.0%Unchanged
Proequities, Inc.15,796$1.64M0.09%+810+5.4%Added
Werlinich Asset Management, LLC15,885$1.64M1.20%+1,150+7.8%Added
First Hawaiian Bank15,826$1.64M0.05%+9,938+168.8%Added
Fulton Bank, N.A.15,754$1.63M0.07%−300−1.9%Reduced
Red Spruce Capital, LLC15,742$1.63M0.89%+209+1.3%Added
Sun Life Financial INC15,754$1.63M0.06%+1,121+7.7%Added
Inscription Capital, LLC15,605$1.62M0.44%+1,531+10.9%Added
Covington Capital Management15,470$1.60M0.06%−687−4.3%Reduced
Liberty One Investment Management, LLC15,373$1.59M0.24%+1,212+8.6%Added
Monetary Management Group Inc15,346$1.59M0.39%+1,375+9.8%Added
Duncker Streett & Co Inc15,116$1.56M0.27%+51+0.3%Added
Kinneret Advisory, LLC14,997$1.56M0.16%00.0%Unchanged
Mount Yale Investment Advisors, LLC15,071$1.56M0.16%−3,455−18.6%Reduced
Citizens Financial Group Inc15,001$1.56M0.05%−2,046−12.0%Reduced
Summit Financial, LLC14,958$1.56M0.12%+4,260+39.8%Added
RBF Capital, LLC15,000$1.55M0.10%+15,000New
HBK Sorce Advisory LLC14,990$1.55M0.08%−7,207−32.5%Reduced
Eqis Capital Management, Inc.14,976$1.55M0.11%−449−2.9%Reduced
Chicago Trust Co NA14,963$1.55M0.31%+925+6.6%Added
Quest Capital Management Inc14,909$1.54M0.26%−894−5.7%Reduced
Regatta Capital Group, LLC14,779$1.53M0.53%+14,779New
Whitener Capital Management, Inc.14,746$1.52M0.55%−485−3.2%Reduced
Clearstead Advisors, LLC14,743$1.52M0.10%+668+4.7%Added
IFG Advisory, LLC14,739$1.52M0.15%+467+3.3%Added
Rossmore Private Capital14,694$1.52M0.24%+62+0.4%Added
Sound View Wealth Advisors Group, LLC14,675$1.52M0.29%+912+6.6%Added
Stiles Financial Services Inc14,403$1.51M0.73%+14,403New
Riverview Capital Advisers, LLC14,627$1.51M0.67%+14,627New
Meristem Family Wealth, LLC14,630$1.51M0.13%+410+2.9%Added
Neville Rodie & Shaw Inc14,579$1.51M0.11%−100−0.7%Reduced
We Are One Seven, LLC14,495$1.50M0.16%+2,678+22.7%Added
Jarislowsky, Fraser Ltd14,486$1.50M0.01%−193−1.3%Reduced
Snowden Capital Advisors LLC14,474$1.50M0.08%−13,497−48.3%Reduced
Signet Investment Advisory Group, Inc.14,457$1.50M0.85%+4,406+43.8%Added
SNS Financial Group, LLC14,455$1.50M0.17%−167−1.1%Reduced
Northstar Asset Management LLC14,422$1.49M0.35%−10.0%Reduced
Private Harbour Investment Management & Counsel, LLC14,378$1.49M1.19%−1,165−7.5%Reduced
Exeter Financial, LLC14,050$1.48M0.81%−231−1.6%Reduced
Vicus Capital14,339$1.48M0.15%+14,339New
Coastline Trust Co14,305$1.48M0.17%−64−0.4%Reduced
Duff & Phelps Investment Management Co14,257$1.48M0.02%+104+0.7%Added