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 |
|---|---|---|---|---|---|
| Gilman Hill Asset Management, LLC | 14,233 | $1.47M | 0.33% | +1,142+8.7% | Added |
| Uncommon Cents Investing LLC | 14,102 | $1.46M | 0.55% | +677+5.0% | Added |
| Calamos Wealth Management LLC | 14,083 | $1.46M | 0.11% | −1,661−10.6% | Reduced |
| Bryn Mawr Trust Co | 14,087 | $1.46M | 0.05% | +308+2.2% | Added |
| Belpointe Asset Management LLC | 14,063 | $1.45M | 0.09% | +1,092+8.4% | Added |
| Doliver Advisors, LP | 14,143 | $1.45M | 0.46% | +4,605+48.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,975 | $1.45M | 1.31% | +13,975 | New |
| U.S. Capital Wealth Advisors, LLC | 13,950 | $1.44M | 0.06% | −2,046−12.8% | Reduced |
| ELCO Management Co., LLC | 13,932 | $1.44M | 1.03% | −1,626−10.5% | Reduced |
| Triangle Securities Wealth Management | 13,925 | $1.44M | 0.45% | +535+4.0% | Added |
| New England Research & Management, Inc. | 13,869 | $1.44M | 0.69% | +5,750+70.8% | Added |
| Bridges Investment Management Inc | 13,857 | $1.43M | 0.04% | +595+4.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,834 | $1.43M | 0.34% | +13,834 | New |
| Accredited Investors Inc. | 13,733 | $1.42M | 0.13% | −2,950−17.7% | Reduced |
| Means Investment Co., Inc. | 13,711 | $1.42M | 0.25% | +60.0% | Added |
| Fieldpoint Private Securities, LLC | 13,656 | $1.41M | 0.28% | +256+1.9% | Added |
| Wolff Wiese Magana LLC | 13,650 | $1.41M | 0.91% | +4,009+41.6% | Added |
| Capital Wealth Planning, LLC | 13,645 | $1.41M | 0.03% | −923,220−98.5% | Reduced |
| Montag A & Associates Inc | 13,622 | $1.41M | 0.07% | −340−2.4% | Reduced |
| Good Life Advisors, LLC | 13,599 | $1.41M | 0.17% | −1,342−9.0% | Reduced |
| Essex Financial Services, Inc. | 13,548 | $1.40M | 0.14% | +7+0.1% | Added |
| Live Oak Private Wealth LLC | 13,507 | $1.40M | 0.26% | +1,795+15.3% | Added |
| Roundview Capital LLC | 13,499 | $1.40M | 0.14% | −2,979−18.1% | Reduced |
| Trust Co of Toledo NA | 13,498 | $1.40M | 0.21% | +238+1.8% | Added |
| Harrington Investments, INC | 13,498 | $1.40M | 0.75% | +1,165+9.4% | Added |
| SeaCrest Wealth Management, LLC | 13,474 | $1.39M | 0.15% | +195+1.5% | Added |
| BNC Wealth Management, LLC | 13,465 | $1.39M | 0.66% | +345+2.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 13,465 | $1.39M | 0.13% | +11,710+667.2% | Added |
| Hoese & Co LLP | 13,460 | $1.39M | 1.38% | +258+2.0% | Added |
| High Net Worth Advisory Group LLC | 13,393 | $1.39M | 0.48% | +13,393 | New |
| Community Bank & Trust, Waco, Texas | 13,377 | $1.38M | 0.41% | −735−5.2% | Reduced |
| Legacy Wealth Management, LLC | 13,370 | $1.38M | 0.71% | +27+0.2% | Added |
| Clarius Group, LLC | 13,348 | $1.38M | 0.11% | −523−3.8% | Reduced |
| Midwest Wealth Management Inc. | 13,333 | $1.38M | 0.86% | +1,319+11.0% | Added |
| Tradition Wealth Management, LLC | 13,289 | $1.38M | 0.17% | −998−7.0% | Reduced |
| Signaturefd, LLC | 13,247 | $1.37M | 0.04% | +1,793+15.7% | Added |
| Tevis Investment Management | 13,187 | $1.36M | 1.19% | +13,187 | New |
| Brookstone Capital Management | 12,956 | $1.36M | 0.02% | +2,967+29.7% | Added |
| Aberdeen Wealth Management LLC | 13,158 | $1.36M | 0.89% | +134+1.0% | Added |
| ICW Investment Advisors LLC | 13,129 | $1.36M | 0.76% | +629+5.0% | Added |
| Mather Group, LLC. | 13,080 | $1.35M | 0.03% | +4,111+45.8% | Added |
| Pitcairn Co | 13,066 | $1.35M | 0.09% | −1,874−12.5% | Reduced |
| Trust Asset Management LLC | 13,042 | $1.35M | 0.17% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.34M | 0.41% | 00.0% | Unchanged |
| Beacon Financial Group | 12,675 | $1.34M | 0.18% | +3,266+34.7% | Added |
| Prudential PLC | 12,977 | $1.34M | 0.02% | −989−7.1% | Reduced |
| Bellecapital International Ltd. | 12,957 | $1.34M | 0.38% | −77−0.6% | Reduced |
| Verdence Capital Advisors LLC | 12,937 | $1.34M | 0.16% | −2,111−14.0% | Reduced |
| Sentry Investment Management LLC | 12,789 | $1.32M | 0.35% | +356+2.9% | Added |
| Penobscot Investment Management Company, Inc. | 12,774 | $1.32M | 0.18% | +258+2.1% | Added |
| FORA Capital, LLC | 12,772 | $1.32M | 0.51% | +12,772 | New |
| Harfst & Associates, Inc. | 12,753 | $1.32M | 0.34% | +2,317+22.2% | Added |
| Rothschild Investment Corp | 12,711 | $1.31M | 0.10% | +568+4.7% | Added |
| Oarsman Capital, Inc. | 12,684 | $1.31M | 0.52% | −770−5.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 12,634 | $1.31M | 0.23% | −42−0.3% | Reduced |
| AXS Investments LLC | 12,637 | $1.31M | 0.31% | +12,637 | New |
| Hilltop Holdings Inc. | 12,600 | $1.30M | 0.14% | +7+0.1% | Added |
| Dynamic Advisor Solutions LLC | 12,559 | $1.30M | 0.09% | +316+2.6% | Added |
| Cascade Investment Advisors, Inc. | 12,507 | $1.29M | 0.76% | +377+3.1% | Added |
| Lake Street Financial LLC | 12,503 | $1.29M | 0.23% | +2,808+29.0% | Added |
| Wambolt & Associates, LLC | 12,480 | $1.29M | 0.47% | +1,150+10.2% | Added |
| Resurgent Financial Advisors LLC | 12,463 | $1.29M | 1.06% | +12,463 | New |
| NEXT Financial Group, Inc | 12,414 | $1.29M | 0.08% | +6,728+118.3% | Added |
| B. Riley Wealth Management, Inc. | 12,426 | $1.28M | 0.09% | +2,409+24.0% | Added |
| Mason Investment Advisory Services, Inc. | 12,420 | $1.28M | 0.11% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 12,300 | $1.28M | 0.02% | +4,630+60.4% | Added |
| Burney Co | 12,382 | $1.28M | 0.06% | −665−5.1% | Reduced |
| BigSur Wealth Management LLC | 12,307 | $1.28M | 0.50% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 12,348 | $1.28M | 0.18% | −50−0.4% | Reduced |
| MV Capital Management, Inc. | 12,336 | $1.28M | 0.19% | +7+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 12,247 | $1.27M | 0.02% | +1,105+9.9% | Added |
| Integrated Advisors Network LLC | 12,241 | $1.27M | 0.07% | −28,632−70.1% | Reduced |
| Rodgers Brothers Inc. | 12,190 | $1.26M | 0.22% | −800−6.2% | Reduced |
| Westside Investment Management, Inc. | 12,176 | $1.26M | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 12,114 | $1.25M | 0.13% | +1,388+12.9% | Added |
| Optas, LLC | 12,069 | $1.25M | 0.35% | −39−0.3% | Reduced |
| Janney Capital Management LLC | 12,065 | $1.25M | 0.08% | +432+3.7% | Added |
| Strategic Wealth Advisors Group, LLC | 11,809 | $1.25M | 0.06% | +11,809 | New |
| Prelude Capital Management, LLC | 12,029 | $1.24M | 0.06% | +5,084+73.2% | Added |
| SkyView Investment Advisors, LLC | 15,688 | $1.24M | 0.28% | +5,421+52.8% | Added |
| Guardian Wealth Management, Inc. | 11,987 | $1.24M | 1.19% | +11,987 | New |
| Alaethes Wealth LLC | 11,959 | $1.24M | 0.78% | +1,422+13.5% | Added |
| Flagship Harbor Advisors, LLC | 11,935 | $1.24M | 0.12% | +488+4.3% | Added |
| Davis-Rea Ltd. | 11,860 | $1.23M | 0.57% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 11,923 | $1.23M | 0.08% | −1,217−9.3% | Reduced |
| Agate Pass Investment Management, LLC | 11,901 | $1.23M | 0.77% | +11,901 | New |
| Outfitter Financial LLC | 11,870 | $1.23M | 0.90% | +200+1.7% | Added |
| Trustco Bank Corp N Y | 11,859 | $1.23M | 1.07% | −50−0.4% | Reduced |
| Founders Capital Management, LLC | 11,859 | $1.23M | 0.27% | 00.0% | Unchanged |
| Insight Inv LLC | 11,749 | $1.22M | 1.12% | +11,749 | New |
| Foster & Motley Inc | 11,769 | $1.22M | 0.09% | −388−3.2% | Reduced |
| Park National Corp | 11,762 | $1.22M | 0.05% | −3,260−21.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 11,746 | $1.22M | 0.09% | −805−6.4% | Reduced |
| First National Bank & Trust Co of Newtown | 11,678 | $1.21M | 0.23% | −44−0.4% | Reduced |
| Parallel Advisors, LLC | 11,668 | $1.21M | 0.04% | −3,076−20.9% | Reduced |
| Fosun International Ltd | 11,600 | $1.21M | 0.07% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 11,642 | $1.20M | 0.31% | −522−4.3% | Reduced |
| City State Bank | 11,578 | $1.20M | 0.74% | +11,578 | New |
| Lionsbridge Wealth Management LLC | 11,569 | $1.20M | 1.28% | −169−1.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,534 | $1.19M | 0.31% | +337+3.0% | Added |