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 |
|---|---|---|---|---|---|
| Legacy Financial Strategies, LLC | 11,524 | $1.19M | 0.52% | +56+0.5% | Added |
| Geneos Wealth Management Inc. | 11,520 | $1.19M | 0.05% | −236−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 11,499 | $1.19M | 0.04% | −11,604−50.2% | Reduced |
| Lipe & Dalton | 11,482 | $1.19M | 0.56% | +6+0.1% | Added |
| 17 Capital Partners, LLC | 11,307 | $1.17M | 1.07% | −614−5.2% | Reduced |
| Windsor Group LTD | 10,990 | $1.17M | 0.21% | −1,103−9.1% | Reduced |
| AMG National Trust Bank | 11,294 | $1.17M | 0.04% | −425−3.6% | Reduced |
| Markston International LLC | 11,285 | $1.17M | 1.18% | −547−4.6% | Reduced |
| Mutual Advisors, LLC | 11,248 | $1.16M | 0.06% | +436+4.0% | Added |
| Strategic Advisors LLC | 11,221 | $1.16M | 0.17% | +9,333+494.3% | Added |
| Clifford Swan Investment Counsel LLC | 11,199 | $1.16M | 0.04% | −21−0.2% | Reduced |
| Aaron Wealth Advisors | 11,127 | $1.15M | 0.32% | +191+1.7% | Added |
| Metis Global Partners, LLC | 11,121 | $1.15M | 0.32% | +11,121 | New |
| Moneta Group Investment Advisors LLC | 11,078 | $1.15M | 0.05% | −290−2.6% | Reduced |
| TSP Capital Management Group, LLC | – | $1.14M | 0.38% | – | – |
| Shelton Capital Management | 11,043 | $1.14M | 0.04% | −126−1.1% | Reduced |
| Arden Trust Co | 11,027 | $1.14M | 0.19% | −64−0.6% | Reduced |
| Founders Financial Securities LLC | 11,023 | $1.14M | 0.21% | +551+5.3% | Added |
| RFG Advisory, LLC | 10,979 | $1.14M | 0.08% | +2,382+27.7% | Added |
| Checchi Capital Advisers, LLC | 10,974 | $1.14M | 0.13% | −682−5.9% | Reduced |
| MBB Public Markets I LLC | 10,972 | $1.14M | 0.02% | +10,972 | New |
| First Financial Bank - Trust Division | 10,909 | $1.13M | 0.11% | −204−1.8% | Reduced |
| Shufro Rose & Co LLC | 10,904 | $1.13M | 0.08% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,849 | $1.12M | 0.23% | +2,775+34.4% | Added |
| DMG Group, LLC | 10,869 | $1.12M | 0.97% | +10,869 | New |
| Jacobi Capital Management LLC | 10,819 | $1.12M | 0.13% | +1,288+13.5% | Added |
| DAGCO, Inc. | 10,796 | $1.12M | 0.44% | −623−5.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,727 | $1.11M | 0.01% | +231+2.2% | Added |
| Marble Harbor Investment Counsel, LLC | 10,708 | $1.11M | 0.13% | −1,975−15.6% | Reduced |
| Vance Wealth, Inc. | 10,700 | $1.11M | 1.09% | +10,700 | New |
| Galibier Capital Management Ltd. | 10,670 | $1.10M | 0.16% | +2,000+23.1% | Added |
| Boston Family Office LLC | 10,658 | $1.10M | 0.07% | +258+2.5% | Added |
| Blackhawk Capital Partners LLC. | 10,625 | $1.10M | 0.66% | +2,039+23.7% | Added |
| Magnolia Capital Advisors LLC | 10,599 | $1.10M | 0.32% | +538+5.3% | Added |
| Pflug Koory, LLC | 10,582 | $1.09M | 0.55% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,543 | $1.09M | 0.00% | −1,975−15.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 10,250 | $1.09M | 0.25% | +210+2.1% | Added |
| Mogy Joel R Investment Counsel Inc | 10,520 | $1.09M | 0.08% | −87−0.8% | Reduced |
| Madison Wealth Management | 10,479 | $1.08M | 0.22% | −452−4.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,447 | $1.08M | 0.07% | −5,738−35.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 10,431 | $1.08M | 0.03% | −124,037−92.2% | Reduced |
| TCM Advisors, LLC | 10,500 | $1.08M | 0.95% | +10,500 | New |
| Procyon Private Wealth Partners, LLC | 10,364 | $1.07M | 0.23% | +275+2.7% | Added |
| Oak Harbor Wealth Partners, LLC | 10,354 | $1.07M | 0.37% | +10,354 | New |
| Symmetry Partners, LLC | 10,328 | $1.07M | 0.07% | −458−4.2% | Reduced |
| Zions Bancorporation, N.A. | 10,257 | $1.06M | 0.09% | +1,794+21.2% | Added |
| Centiva Capital, LP | 10,200 | $1.05M | 0.07% | +7,508+278.9% | Added |
| Credential Qtrade Securities Inc. | 10,171 | $1.05M | 0.07% | +527+5.5% | Added |
| Capital Asset Advisory Services LLC | 10,090 | $1.05M | 0.11% | +1,500+17.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,142 | $1.05M | 0.05% | −438−4.1% | Reduced |
| Western Wealth Management, LLC | 10,163 | $1.05M | 0.10% | +10,163 | New |
| GDS Wealth Management | 10,137 | $1.05M | 0.23% | +10,137 | New |
| Valmark Advisers, Inc. | 10,111 | $1.05M | 0.02% | −8−0.1% | Reduced |
| Signature Wealth Management Group | 10,091 | $1.04M | 0.53% | +601+6.3% | Added |
| Mechanics Bank Trust Department | 10,079 | $1.04M | 0.15% | −300−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 10,045 | $1.04M | 0.03% | +1,057+11.8% | Added |
| Benjamin Edwards Inc | 10,038 | $1.04M | 0.34% | +5,839+139.1% | Added |
| XML Financial, LLC | 10,020 | $1.04M | 0.12% | +372+3.9% | Added |
| Biltmore Family Office, LLC | 9,958 | $1.04M | 0.20% | +1,563+18.6% | Added |
| Rockland Trust Co | 10,009 | $1.04M | 0.07% | +2,218+28.5% | Added |
| Ballentine Partners, LLC | 10,015 | $1.03M | 0.03% | +1,234+14.1% | Added |
| Hudson Bay Capital Management LP | 10,000 | $1.03M | 0.01% | +10,000 | New |
| GSB Wealth Management, LLC | 9,991 | $1.03M | 0.30% | +9,991 | New |
| VELA Investment Management, LLC | 9,983 | $1.03M | 0.69% | +9,983 | New |
| International Assets Investment Management, LLC | 9,972 | $1.03M | 0.18% | −128−1.3% | Reduced |
| CWA Asset Management Group, LLC | 9,980 | $1.03M | 0.08% | +138+1.4% | Added |
| S.E.E.D. Planning Group LLC | 9,974 | $1.03M | 0.45% | +6,582+194.0% | Added |
| Ballast Advisors LLC | 9,943 | $1.03M | 0.39% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 9,916 | $1.03M | 0.45% | +235+2.4% | Added |
| Wealth Alliance | 9,878 | $1.02M | 0.21% | −433−4.2% | Reduced |
| Sargent Bickham Lagudis LLC | 9,851 | $1.02M | 0.08% | −476−4.6% | Reduced |
| Platform Technology Partners | 9,850 | $1.02M | 0.45% | +162+1.7% | Added |
| Main Street Financial Solutions, LLC | 9,852 | $1.02M | 0.14% | +244+2.5% | Added |
| Roberts Glore & Co Inc | 9,739 | $1.01M | 0.26% | +5+0.1% | Added |
| Voya Financial Advisors, Inc. | 9,610 | $1.00M | 0.11% | +4,943+105.9% | Added |
| Doyle Wealth Management | 9,655 | $999.0K | 0.07% | −35−0.4% | Reduced |
| Dearborn Partners LLC | 9,643 | $998.0K | 0.04% | +620+6.9% | Added |
| Radnor Capital Management, LLC | 9,641 | $997.0K | 0.25% | −200−2.0% | 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 |
| Csenge Advisory Group | 7,882 | $994.0K | 0.09% | −861−9.8% | Reduced |
| Silicon Valley Community Foundation | 9,603 | $993.4K | 0.07% | +9,603 | New |
| 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 |
| Girard Partners Ltd. | 9,569 | $989.0K | 0.11% | +792+9.0% | Added |
| 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 |
| Barings LLC | 9,508 | $984.0K | 0.03% | −432−4.3% | Reduced |
| Investment Advisory Services Inc | 9,495 | $982.0K | 0.54% | +204+2.2% | Added |
| Jupiter Asset Management Ltd | 9,391 | $981.0K | 0.01% | −3,727−28.4% | Reduced |
| Intrua Financial, LLC | 9,472 | $980.0K | 0.17% | +2,126+28.9% | Added |
| Field & Main Bank | 9,420 | $974.0K | 0.56% | +75+0.8% | Added |
| Strong Tower Advisory Services | 9,401 | $973.0K | 0.52% | +725+8.4% | Added |
| Northwest & Ethical Investments L.P. | 9,404 | $972.8K | 0.03% | −3,850−29.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,390 | $971.0K | 0.33% | −979−9.4% | Reduced |
| NVWM, LLC | 9,356 | $968.0K | 0.30% | −265−2.8% | Reduced |
| Oak Thistle LLC | 9,357 | $968.0K | 0.75% | +9,357 | New |
| Gamble Jones Investment Counsel | 9,287 | $961.0K | 0.06% | +50+0.5% | Added |
| Diligent Investors, LLC | 9,273 | $959.0K | 0.27% | −200−2.1% | Reduced |
| Martin & Co Inc | 9,265 | $958.0K | 0.22% | −83−0.9% | Reduced |