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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 54,592 | $5.70M | 0.38% | −1,957−3.5% | Reduced |
| Brown Brothers Harriman & Co | 55,033 | $5.69M | 0.03% | +21,591+64.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 54,741 | $5.66M | 1.39% | +29,267+114.9% | Added |
| Sonora Investment Management Group, LLC | 54,520 | $5.64M | 0.66% | +54,520 | New |
| Perennial Advisors, LLC | 54,161 | $5.60M | 1.51% | +2,260+4.4% | Added |
| Somerset Trust Co | 54,038 | $5.59M | 2.04% | +1,023+1.9% | Added |
| Mattern Capital Management, LLC | 53,594 | $5.54M | 0.97% | +2,045+4.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,400 | $5.52M | 0.34% | −13,932−20.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 53,400 | $5.52M | 0.57% | +549+1.0% | Added |
| Cetera Investment Advisers | 52,619 | $5.44M | 0.08% | +7,605+16.9% | Added |
| Freestone Capital Holdings, LLC | 52,425 | $5.42M | 0.23% | −1,402−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 52,314 | $5.41M | 0.47% | +2,128+4.2% | Added |
| O'Brien Greene & Co. Inc | 52,112 | $5.39M | 1.77% | +9,317+21.8% | Added |
| Chartwell Investment Partners, LLC | 52,090 | $5.39M | 0.16% | +2,640+5.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 51,670 | $5.34M | 0.38% | +51,670 | New |
| Needham Investment Management LLC | 51,041 | $5.28M | 0.66% | 00.0% | Unchanged |
| Cardinal Capital Management | 50,876 | $5.26M | 1.04% | +159+0.3% | Added |
| Frontier Wealth Management LLC | 50,499 | $5.22M | 0.35% | −4,086−7.5% | Reduced |
| Verition Fund Management LLC | 50,247 | $5.20M | 0.07% | −9,264−15.6% | Reduced |
| Hall Private Wealth Advisors | 50,098 | $5.18M | 3.22% | −659−1.3% | Reduced |
| Virginia Retirement Systems Et Al | 50,100 | $5.18M | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 49,710 | $5.14M | 0.04% | +3,663+8.0% | Added |
| Miracle Mile Advisors, LLC | 49,355 | $5.11M | 0.20% | +1,977+4.2% | Added |
| Capital Analysts, LLC | 49,154 | $5.08M | 0.31% | +3,532+7.7% | Added |
| Connectus Wealth, LLC | 48,937 | $5.07M | 0.20% | +48,937 | New |
| First Citizens Bank & Trust Co | 48,881 | $5.06M | 0.20% | −486−1.0% | Reduced |
| Advisor Partners LLC | 48,780 | $5.05M | 0.30% | −6,501−11.8% | Reduced |
| Claret Asset Management Corp | 48,623 | $5.03M | 0.93% | −364−0.7% | Reduced |
| 1623 Capital LLC | 48,000 | $4.97M | 1.94% | −6,000−11.1% | Reduced |
| Jacobs & Co | 47,925 | $4.96M | 0.51% | +6,243+15.0% | Added |
| Headinvest, LLC | 47,881 | $4.95M | 0.88% | −114−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 47,881 | $4.95M | 1.47% | +681+1.4% | Added |
| Regal Investment Advisors LLC | 47,812 | $4.95M | 0.44% | +2,046+4.5% | Added |
| Oak Harvest Investment Services | 47,751 | $4.94M | 1.23% | +1,776+3.9% | Added |
| Transcend Wealth Collective, LLC | 47,650 | $4.93M | 0.44% | +4,621+10.7% | Added |
| Spinnaker Trust | 47,417 | $4.91M | 0.31% | +2,187+4.8% | Added |
| Investment House LLC | 46,981 | $4.86M | 0.31% | −2,070−4.2% | Reduced |
| Rench Wealth Management, Inc. | 46,860 | $4.85M | 2.19% | +490+1.1% | Added |
| Sectoral Asset Management Inc | 46,701 | $4.83M | 0.73% | +6,500+16.2% | Added |
| Lane Generational LLC | 46,685 | $4.83M | 4.16% | +46,685 | New |
| Sirios Capital Management L P | 46,226 | $4.78M | 0.55% | −203,350−81.5% | Reduced |
| Richard Bernstein Advisors LLC | 46,159 | $4.78M | 0.09% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 46,115 | $4.77M | 1.45% | +1,337+3.0% | Added |
| Segall Bryant & Hamill, LLC | 45,772 | $4.73M | 0.04% | −1,389−2.9% | Reduced |
| Cresset Asset Management, LLC | 45,530 | $4.73M | 0.05% | +3,514+8.4% | Added |
| Blueshift Asset Management, LLC | 45,701 | $4.73M | 0.42% | +35,929+367.7% | Added |
| Benson Investment Management Company, Inc. | 45,323 | $4.69M | 2.27% | +9,340+26.0% | Added |
| Veritable, L.P. | 45,269 | $4.68M | 0.07% | +484+1.1% | Added |
| Rafferty Asset Management, LLC | 45,234 | $4.68M | 0.02% | +2,386+5.6% | Added |
| Boston Research & Management Inc | 44,978 | $4.65M | 1.27% | −1,020−2.2% | Reduced |
| LS Investment Advisors, LLC | 44,961 | $4.65M | 0.70% | −32,584−42.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 44,928 | $4.65M | 0.19% | −21,217−32.1% | Reduced |
| Valley National Advisers Inc | 44,853 | $4.64M | 0.86% | +32,401+260.2% | Added |
| Aptus Capital Advisors, LLC | 44,309 | $4.58M | 0.16% | +6,325+16.7% | Added |
| Capital Fund Management S.A. | 44,293 | $4.58M | 0.12% | +44,293 | New |
| River Road Asset Management, LLC | 44,164 | $4.57M | 0.05% | −27,477−38.4% | Reduced |
| Wafra Inc. | 44,098 | $4.56M | 0.14% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 43,987 | $4.55M | 0.04% | +5,656+14.8% | Added |
| Gladstone Institutional Advisory LLC | 43,972 | $4.55M | 0.35% | +11,862+36.9% | Added |
| Stevens Capital Management LP | 43,620 | $4.51M | 1.04% | +43,620 | New |
| Argyle Capital Management Inc. | 43,500 | $4.50M | 1.40% | −850−1.9% | Reduced |
| Wesbanco Bank Inc | 43,297 | $4.48M | 0.16% | −833−1.9% | Reduced |
| First Washington CORP | 43,076 | $4.46M | 1.72% | +4,795+12.5% | Added |
| Minot Wealth Management LLC | 42,671 | $4.41M | 0.85% | −3,953−8.5% | Reduced |
| Castleview Partners, LLC | 452,593 | $4.38M | 0.04% | +452,593 | New |
| Icon Wealth Partners, LLC | 41,863 | $4.33M | 0.43% | +7,679+22.5% | Added |
| O'Shares Investment Advisers, LLC | 41,637 | $4.31M | 0.31% | +3,027+7.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 41,527 | $4.30M | 2.51% | −430−1.0% | Reduced |
| Anchor Investment Management, LLC | 41,428 | $4.29M | 0.53% | +673+1.7% | Added |
| Great Valley Advisor Group, Inc. | 38,539 | $4.26M | 0.26% | +1,684+4.6% | Added |
| Verity & Verity, LLC | 40,453 | $4.18M | 0.60% | +1,582+4.1% | Added |
| Advisory Services Network, LLC | 40,393 | $4.18M | 0.12% | −854−2.1% | Reduced |
| Scott Investment Partners LLP | 40,100 | $4.15M | 2.59% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 39,750 | $4.11M | 1.13% | +5,151+14.9% | Added |
| National Asset Management, Inc. | 39,577 | $4.10M | 0.12% | +661+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,551 | $4.09M | 0.38% | +4,441+12.6% | Added |
| Nixon Peabody Trust Co | 39,309 | $4.07M | 1.23% | +5,251+15.4% | Added |
| Old Second National Bank of Aurora | 36,488 | $4.06M | 1.20% | −5,985−14.1% | Reduced |
| Bank of Nova Scotia | 39,027 | $4.04M | 0.01% | −2,482−6.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 38,805 | $4.01M | 0.18% | +3,412+9.6% | Added |
| Augustine Asset Management Inc | 38,716 | $4.00M | 1.96% | +499+1.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 38,613 | $4.00M | 0.24% | +2,359+6.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 38,574 | $3.99M | 0.28% | +5,419+16.3% | Added |
| Courier Capital LLC | 38,376 | $3.97M | 0.37% | +234+0.6% | Added |
| Pittenger & Anderson Inc | 38,116 | $3.94M | 0.18% | +2,748+7.8% | Added |
| Edge Wealth Management LLC | 38,061 | $3.94M | 0.72% | −1,020−2.6% | Reduced |
| City Holding Co | 37,031 | $3.89M | 0.65% | −3,147−7.8% | Reduced |
| Baker Chad R | 37,550 | $3.88M | 0.80% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 37,496 | $3.88M | 0.91% | −210−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 37,126 | $3.84M | 0.79% | +1,182+3.3% | Added |
| Keel Point, LLC | 37,016 | $3.83M | 0.56% | +5,384+17.0% | Added |
| Peloton Wealth Strategists | 36,854 | $3.81M | 1.53% | −1,565−4.1% | Reduced |
| Nomura Holdings Inc | 36,797 | $3.81M | 0.02% | −312,599−89.5% | Reduced |
| Americana Partners, LLC | 36,735 | $3.80M | 0.69% | +11,290+44.4% | Added |
| Roberts Wealth Advisors, LLC | 35,685 | $3.79M | 1.36% | +809+2.3% | Added |
| Evercore Wealth Management, LLC | 36,578 | $3.78M | 0.06% | +1,155+3.3% | Added |
| Coldstream Capital Management Inc | 36,464 | $3.77M | 0.12% | +6,000+19.7% | Added |
| Financial Advisory Service, Inc. | 36,105 | $3.73M | 0.34% | +290+0.8% | Added |
| Argent Trust Co | 36,020 | $3.73M | 0.22% | −309−0.9% | Reduced |
| Terry L. Blaker | 35,927 | $3.72M | 0.29% | −296−0.8% | Reduced |