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 |
|---|---|---|---|---|---|
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 7,056 | $730.0K | 0.15% | −1,110−13.6% | Reduced |
| 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 |
| 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 |
| Meiji Yasuda Life Insurance Co | 6,987 | $723.0K | 0.01% | −10,832−60.8% | Reduced |
| Arete Wealth Advisors, LLC | 6,844 | $720.0K | 0.06% | +2,029+42.1% | Added |
| Ameritas Advisory Services, LLC | 6,943 | $718.0K | 0.03% | +6,943 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,918 | $716.0K | 0.28% | −319−4.4% | Reduced |
| 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 |
| 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 |
| Archer Investment Corp | 6,869 | $710.6K | 0.24% | −116−1.7% | Reduced |
| 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 |
| 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 |
| Teamwork Financial Advisors, LLC | 6,818 | $705.0K | 0.13% | −642−8.6% | 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 |
| Wealthspire Advisors, LLC | 6,779 | $701.0K | 0.02% | −6,441−48.7% | Reduced |
| 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 |
| 9258 Wealth Management, LLC | 6,729 | $696.0K | 0.16% | +165+2.5% | Added |
| Ascent Group, LLC | 6,579 | $695.0K | 0.09% | +6,579 | New |
| West Michigan Advisors, LLC | 6,695 | $693.0K | 0.52% | +6,695 | New |
| Patriot Financial Group Insurance Agency, LLC | 6,682 | $691.0K | 0.11% | +1,229+22.5% | Added |
| CoreCap Advisors, LLC | 6,672 | $690.0K | 0.05% | +6,672 | New |
| Legacy Private Trust Co. | 6,650 | $688.0K | 0.05% | +351+5.6% | Added |
| Birch Capital Management, LLC | 6,629 | $686.0K | 0.41% | −1,794−21.3% | Reduced |
| West Paces Advisors Inc. | 6,626 | $685.5K | 0.21% | −64−1.0% | Reduced |
| Tufton Capital Management | 6,603 | $683.0K | 0.10% | +285+4.5% | Added |
| Weatherly Asset Management L. P. | 6,594 | $682.0K | 0.08% | +18+0.3% | Added |
| 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 |
| Pekin Hardy Strauss, Inc. | 6,578 | $680.0K | 0.09% | −650−9.0% | Reduced |
| 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 |
| 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 |
| VeraBank, N.A. | 6,502 | $673.0K | 0.34% | −28−0.4% | Reduced |
| BLB&B Advisors, LLC | 6,482 | $671.0K | 0.04% | −942−12.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,480 | $670.0K | 0.21% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,439 | $666.0K | 0.10% | +144+2.3% | Added |
| Royal Capital Wealth Management, LLC | 6,411 | $663.0K | 0.64% | +6,411 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Personal Cfo Solutions, LLC | 6,309 | $653.0K | 0.12% | +425+7.2% | 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 |
| 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 |
| Mitchell McLeod Pugh & Williams Inc | 6,276 | $649.0K | 0.21% | +100+1.6% | Added |
| J.W. Cole Advisors, Inc. | 6,226 | $644.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,192 | $641.0K | 0.05% | −1,078−14.8% | Reduced |
| MONECO Advisors, LLC | 6,243 | $638.0K | 0.24% | −118−1.9% | Reduced |
| Abbrea Capital, LLC | 6,125 | $637.0K | 0.09% | −340−5.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 6,141 | $635.0K | 0.48% | +450+7.9% | Added |
| Kovack Advisors, Inc. | 6,086 | $630.0K | 0.06% | −959−13.6% | Reduced |
| Manchester Capital Management LLC | 6,094 | $630.0K | 0.08% | −923−13.2% | Reduced |
| Cribstone Capital Management, LLC | 6,090 | $630.0K | 0.35% | +251+4.3% | Added |
| swisspartners Ltd. | 5,965 | $625.0K | 0.44% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,039 | $625.0K | 0.16% | +780+14.8% | Added |
| TCI Wealth Advisors, Inc. | 6,027 | $624.0K | 0.09% | −66−1.1% | Reduced |
| Ergoteles LLC | 6,036 | $624.0K | 0.02% | +6,036 | New |
| Raab & Moskowitz Asset Management LLC | 6,008 | $622.0K | 0.20% | −50−0.8% | Reduced |
| SlateStone Wealth, LLC | 5,962 | $617.0K | 0.13% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,940 | $615.0K | 0.04% | −352−5.6% | Reduced |
| Waldron Private Wealth LLC | 5,919 | $615.0K | 0.03% | +385+7.0% | Added |
| Encompass Wealth Advisors, LLC | 5,939 | $614.0K | 0.15% | +46+0.8% | Added |
| First City Capital Management, Inc. | 5,967 | $613.0K | 0.34% | −950−13.7% | Reduced |
| Sunflower Bank, N.A. | 5,913 | $612.0K | 0.08% | +189+3.3% | Added |
| Avestar Capital, LLC | 5,882 | $612.0K | 0.11% | +278+5.0% | Added |
| Proficio Capital Partners LLC | 5,911 | $611.0K | 0.09% | −537−8.3% | Reduced |
| High Note Wealth, LLC | 5,910 | $611.0K | 0.21% | +11+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,901 | $610.0K | 0.10% | +5,901 | New |
| Jump Financial, LLC | 5,883 | $608.0K | 0.04% | +4,151+239.7% | Added |
| Middleton & Co Inc | 5,776 | $598.0K | 0.06% | +325+6.0% | Added |
| First Midwest Bank Trust Division | 5,766 | $596.0K | 0.08% | +417+7.8% | Added |
| Security Asset Management | 5,748 | $595.0K | 0.23% | −1,295−18.4% | Reduced |
| Bowman & Co S.C. | 5,708 | $594.0K | 0.46% | +5,708 | New |
| Drive Wealth Management, LLC | 5,685 | $589.0K | 0.52% | +5,685 | New |
| Montecito Bank & Trust | 5,682 | $588.0K | 0.10% | +259+4.8% | Added |
| Trustcore Financial Services, LLC | 5,650 | $584.0K | 0.07% | +39+0.7% | Added |
| Financial Advisory Corp | 5,633 | $583.0K | 0.28% | +5,633 | New |
| Hillman Capital Management, Inc. | 5,622 | $582.0K | 0.20% | −213−3.7% | Reduced |
| Covenant Partners, LLC | 5,601 | $579.0K | 0.21% | 00.0% | Unchanged |