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; 2,150 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 78,503 | $8.12M | 0.61% | −1,271−1.6% | Reduced |
| Mark Stevens | 78,205 | $8.09M | 0.85% | −11,218−12.5% | Reduced |
| Kanawha Capital Management LLC | 77,780 | $8.05M | 0.68% | +4,135+5.6% | Added |
| Braun Stacey Associates Inc | 77,511 | $8.02M | 0.29% | −52,068−40.2% | Reduced |
| American National Bank | 77,356 | $8.00M | 1.56% | +3,610+4.9% | Added |
| Independent Advisor Alliance | 77,257 | $7.99M | 0.39% | −13,921−15.3% | Reduced |
| Cutler Investment Counsel LLC | 76,777 | $7.94M | 1.20% | +888+1.2% | Added |
| F&V Capital Management, LLC | 76,670 | $7.93M | 2.66% | +9,120+13.5% | Added |
| Peapack Gladstone Financial Corp | 76,603 | $7.93M | 0.15% | −5,389−6.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 76,354 | $7.90M | 0.81% | −2,966−3.7% | Reduced |
| TPI Fund Managers Ltd | 75,869 | $7.85M | 0.97% | −106,517−58.4% | Reduced |
| XXEC, Inc. | 74,948 | $7.81M | 6.66% | +26,905+56.0% | Added |
| Tower Research Capital LLC (TRC) | 75,225 | $7.78M | 0.13% | +50,320+202.0% | Added |
| Valicenti Advisory Services Inc | 74,753 | $7.73M | 1.92% | +61+0.1% | Added |
| TD Private Client Wealth LLC | 74,385 | $7.70M | 0.32% | −103−0.1% | Reduced |
| JGP Wealth Management, LLC | 72,478 | $7.68M | 1.43% | +4,853+7.2% | Added |
| Atlantic Union Bankshares Corp | 73,741 | $7.63M | 0.65% | +5,169+7.5% | Added |
| Oak Associates, Ltd | 73,626 | $7.62M | 0.41% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 72,976 | $7.55M | 0.22% | +3,302+4.7% | Added |
| NS Partners Ltd | 72,875 | $7.54M | 0.35% | +2,099+3.0% | Added |
| Isthmus Partners, LLC | 72,466 | $7.50M | 1.26% | +3,648+5.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 68,849 | $7.49M | 1.20% | +1,993+3.0% | Added |
| Channing Capital Management, LLC | 72,196 | $7.47M | 0.21% | +72,196 | New |
| Intact Investment Management Inc. | 72,000 | $7.45M | 0.19% | +8,800+13.9% | Added |
| McCollum Christoferson Group LLC | 71,776 | $7.42M | 1.67% | +1,548+2.2% | Added |
| Alley Co LLC | 71,758 | $7.42M | 1.18% | +3,901+5.7% | Added |
| Shelter Mutual Insurance Co | 71,396 | $7.39M | 1.92% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 71,380 | $7.38M | 1.37% | +2,106+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 63,006 | $7.38M | 0.17% | −5,531−8.1% | Reduced |
| Xcel Wealth Management, LLC | 71,138 | $7.36M | 1.89% | +13,926+24.3% | Added |
| Andra AP-fonden | 70,700 | $7.31M | 0.15% | −6,500−8.4% | Reduced |
| Corbyn Investment Management Inc | 70,652 | $7.31M | 2.21% | +13,778+24.2% | Added |
| Pacer Advisors, Inc. | 70,484 | $7.29M | 0.07% | −22,882−24.5% | Reduced |
| Cetera Advisor Networks LLC | 70,483 | $7.29M | 0.09% | +200.0% | Added |
| Berkshire Asset Management LLC | 69,947 | $7.24M | 0.44% | −2,909−4.0% | Reduced |
| Ledyard National Bank | 69,595 | $7.20M | 0.69% | −544−0.8% | Reduced |
| Miramar Capital, LLC | 69,554 | $7.20M | 2.44% | +14,308+25.9% | Added |
| Kingsview Wealth Management, LLC | 69,405 | $7.18M | 0.30% | +1,796+2.7% | Added |
| Aperture Investors, LLC | 69,227 | $7.16M | 0.92% | +6,916+11.1% | Added |
| BerganKDV Wealth Management, LLC | 69,069 | $7.14M | 0.75% | +19,879+40.4% | Added |
| Marks Group Wealth Management, Inc | 68,823 | $7.13M | 0.87% | +12,672+22.6% | Added |
| MainStreet Investment Advisors LLC | 68,253 | $7.06M | 0.62% | −377−0.5% | Reduced |
| First Nebraska Trust Co | 67,278 | $6.96M | 0.84% | +2,987+4.6% | Added |
| Fayez Sarofim & Co | 67,152 | $6.95M | 0.02% | +9,693+16.9% | Added |
| Country Club Trust Company, n.a. | 66,021 | $6.90M | 0.54% | +68+0.1% | Added |
| Monarch Capital Management Inc | 66,649 | $6.89M | 1.77% | +824+1.3% | Added |
| American Assets Investment Management, LLC | 66,632 | $6.89M | 0.74% | 00.0% | Unchanged |
| Round Hill Asset Management | 62,061 | $6.89M | 3.45% | +1,740+2.9% | Added |
| McKinley Capital Management LLC /Delaware | 66,540 | $6.88M | 0.62% | −39,910−37.5% | Reduced |
| Northern Oak Wealth Management Inc | 66,335 | $6.86M | 0.78% | +19,623+42.0% | Added |
| Fiduciary Trust Co | 66,318 | $6.86M | 0.11% | −4,415−6.2% | Reduced |
| Toth Financial Advisory Corp | 65,835 | $6.81M | 0.93% | −1,045−1.6% | Reduced |
| Copeland Capital Management, LLC | 65,804 | $6.81M | 0.18% | +3,099+4.9% | Added |
| Alerus Financial NA | 64,931 | $6.72M | 0.55% | −203−0.3% | Reduced |
| Adviser Investments LLC | 64,664 | $6.69M | 0.45% | −9,338−12.6% | Reduced |
| Mar Vista Investment Partners LLC | 64,539 | $6.68M | 0.18% | 00.0% | Unchanged |
| Logan Capital Management Inc | 64,296 | $6.65M | 0.29% | −35−0.1% | Reduced |
| Associated Banc-Corp | 64,297 | $6.65M | 0.24% | +19,077+42.2% | Added |
| Duality Advisers, LP | 63,714 | $6.59M | 0.71% | +58,044+1,023.7% | Added |
| Nelson Capital Management, LLC | 62,996 | $6.52M | 1.21% | −78−0.1% | Reduced |
| Griffin Asset Management, Inc. | 62,993 | $6.52M | 0.81% | +1,503+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 62,627 | $6.48M | 0.08% | −8,573−12.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 62,247 | $6.44M | 2.53% | +1,335+2.2% | Added |
| Wealthfront Advisers LLC | 62,019 | $6.42M | 0.03% | −35,940−36.7% | Reduced |
| TCTC Holdings, LLC | 62,009 | $6.42M | 0.27% | −1,650−2.6% | Reduced |
| Waverton Investment Management Ltd | 61,997 | $6.41M | 0.20% | +61,997 | New |
| People's United Financial, Inc. | 61,792 | $6.39M | 0.15% | −5,602−8.3% | Reduced |
| Prospera Financial Services Inc | 61,699 | $6.38M | 0.28% | +5,546+9.9% | Added |
| Moors & Cabot, Inc. | 61,663 | $6.38M | 0.39% | +3,961+6.9% | Added |
| GWM Advisors LLC | 61,019 | $6.31M | 0.10% | +31,707+108.2% | Added |
| Parcion Private Wealth LLC | 58,095 | $6.30M | 0.57% | +4,274+7.9% | Added |
| WealthBridge Investment Counsel Inc. | 60,815 | $6.29M | 2.67% | +675+1.1% | Added |
| Linscomb & Williams, Inc. | 60,478 | $6.26M | 0.30% | +1,964+3.4% | Added |
| Schwerin Boyle Capital Management Inc | 60,000 | $6.21M | 0.50% | 00.0% | Unchanged |
| HM Payson & Co | 59,901 | $6.20M | 0.13% | −3,729−5.9% | Reduced |
| TownSquare Capital, LLC | 59,873 | $6.19M | 0.16% | +7,056+13.4% | Added |
| TRH Financial, LLC | 59,662 | $6.17M | 1.93% | +13,253+28.6% | Added |
| Seven Eight Capital, LP | 59,628 | $6.17M | 1.10% | +59,628 | New |
| Benedict Financial Advisors Inc | 59,394 | $6.14M | 1.60% | +334+0.6% | Added |
| Twin Tree Management, LP | 59,391 | $6.14M | 0.15% | +41,330+228.8% | Added |
| Allied Investment Advisors, LLC | 59,337 | $6.14M | 2.10% | +2,633+4.6% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $6.11M | 1.27% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 58,971 | $6.08M | 0.49% | +11,417+24.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 58,222 | $6.02M | 1.73% | +1,957+3.5% | Added |
| Segment Wealth Management, LLC | 58,188 | $6.02M | 0.63% | +190.0% | Added |
| Consolidated Investment Group LLC | 58,100 | $6.01M | 0.95% | 00.0% | Unchanged |
| Camden National Bank | 57,662 | $5.96M | 1.05% | −380−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 57,536 | $5.95M | 0.34% | +4,990+9.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,098 | $5.91M | 1.15% | −160−0.3% | Reduced |
| First American Bank | 56,935 | $5.89M | 0.31% | −7,720−11.9% | Reduced |
| Banque Cantonale Vaudoise | 56,894 | $5.89M | 0.23% | +3,885+7.3% | Added |
| Berger Financial Group, Inc | 56,672 | $5.86M | 0.78% | +1,504+2.7% | Added |
| Heritage Investors Management Corp | 56,635 | $5.86M | 0.23% | −50.0% | Reduced |
| Regentatlantic Capital LLC | 56,558 | $5.85M | 0.16% | −8,722−13.4% | Reduced |
| Fiduciary Group LLC | 56,426 | $5.84M | 0.65% | +635+1.1% | Added |
| Pinnacle Associates Ltd | 56,405 | $5.83M | 0.10% | +6,873+13.9% | Added |
| Wolverine Trading, LLC | 55,751 | $5.82M | 0.08% | +41,200+283.1% | Added |
| Schonfeld Strategic Advisors LLC | 56,150 | $5.81M | 0.06% | −5,840−9.4% | Reduced |
| Naples Global Advisors, LLC | 55,280 | $5.72M | 0.66% | +3,540+6.8% | Added |
| CBOE Vest Financial, LLC | 55,243 | $5.71M | 1.24% | +14,533+35.7% | Added |