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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.

Institutional holdersQ4 2021: 2,072 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ4 2021: $112.1B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2021.

Institutions holding MDT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Chemung Canal Trust Co35,855$3.71M0.67%−60,912−62.9%Reduced
Pendal Group Limited35,786$3.70M0.03%+24,896+228.6%Added
Pearl River Capital, LLC35,750$3.70M1.00%+29,603+481.6%Added
Okabena Investment Services Inc35,661$3.69M1.40%+35,061+5,843.5%Added
Walter & Keenan Financial Consulting Co35,590$3.68M1.20%−415−1.2%Reduced
Hotaling Investment Management, LLC35,480$3.67M1.27%+531+1.5%Added
Kayne Anderson Rudnick Investment Management LLC35,201$3.64M0.01%−9,368−21.0%Reduced
Perkins Coie Trust Co35,097$3.63M1.06%+1,450+4.3%Added
PointState Capital LP35,000$3.62M0.11%−5,000−12.5%Reduced
Ally Financial Inc.35,000$3.62M0.33%00.0%Unchanged
Bridge Creek Capital Management LLC34,831$3.60M1.24%+564+1.6%Added
GAM Holding AG34,750$3.60M0.16%−11,039−24.1%Reduced
Brewin Dolphin Ltd34,723$3.59M0.16%−2,352−6.3%Reduced
Surevest, LLC34,718$3.59M0.85%−1,747−4.8%Reduced
A. D. Beadell Investment Counsel, Inc.34,540$3.57M2.23%+1,145+3.4%Added
Kestra Private Wealth Services, LLC34,425$3.56M0.17%+4,784+16.1%Added
Plimoth Trust Co LLC34,334$3.55M0.90%+1,298+3.9%Added
Horizon Investments, LLC34,223$3.54M0.11%−14,390−29.6%Reduced
Cannell Peter B & Co Inc34,048$3.52M0.10%−200−0.6%Reduced
Bray Capital Advisors33,813$3.50M0.86%+2,455+7.8%Added
JNBA Financial Advisors33,769$3.49M0.43%−42−0.1%Reduced
Marietta Wealth Management, LLC33,686$3.48M0.70%+1,520+4.7%Added
Oak Asset Management, LLC33,648$3.48M1.33%+983+3.0%Added
Investment Management of Virginia LLC33,607$3.48M0.56%+600+1.8%Added
Martin Capital Partners, LLC33,565$3.47M1.64%+290+0.9%Added
Centre Asset Management, LLC33,547$3.47M1.76%+3,147+10.4%Added
Exchange Capital Management, Inc.33,494$3.46M0.63%−182−0.5%Reduced
Dowling & Yahnke LLC33,320$3.45M0.17%−1,624−4.6%Reduced
Palisade Asset Management, LLC33,018$3.42M0.38%+133+0.4%Added
Beacon Pointe Advisors, LLC32,899$3.40M0.09%−73,506−69.1%Reduced
Cypress Asset Management Inc32,891$3.40M0.81%−129−0.4%Reduced
St Germain D J Co Inc32,839$3.40M0.19%−1,765−5.1%Reduced
Shorepoint Capital Partners LLC32,770$3.39M1.38%+384+1.2%Added
Ingalls & Snyder LLC32,716$3.38M0.15%−1,150−3.4%Reduced
Greenline Partners, LLC32,638$3.38M0.64%−90.0%Reduced
Picton Mahoney Asset Management32,355$3.35M0.12%−17,060−34.5%Reduced
Cetera Advisors LLC32,291$3.34M0.07%−2,382−6.9%Reduced
Park Avenue Securities LLC32,224$3.33M0.06%+909+2.9%Added
Kesler, Norman & Wride, LLC32,222$3.33M0.71%+2,059+6.8%Added
Delta Capital Management LLC32,085$3.32M1.86%+30+0.1%Added
Mandatum Life Insurance Co Ltd32,000$3.31M0.87%00.0%Unchanged
Toroso Investments, LLC31,834$3.29M0.10%+11,997+60.5%Added
Capricorn Fund Managers Ltd31,810$3.29M0.93%+31,810New
Strategy Asset Managers LLC31,627$3.27M0.85%−4,581−12.7%Reduced
Cubic Asset Management, LLC31,562$3.27M0.74%+237+0.8%Added
Zurich Insurance Group Ltd31,400$3.25M0.04%+14,200+82.6%Added
Ironwood Investment Counsel, LLC31,369$3.25M0.74%+2,383+8.2%Added
RNC Capital Management LLC31,354$3.24M0.16%−8,630−21.6%Reduced
Financial Advisory Partners, LLC31,111$3.22M1.17%+31,111New
HB Wealth Management, LLC31,095$3.22M0.06%+31,095New
Spire Wealth Management31,110$3.21M0.07%+12,132+63.9%Added
Highland Capital Management, LLC30,978$3.21M0.18%+472+1.5%Added
Holloway Wealth Management, LLC–$3.17M0.91%––
St. James Investment Advisors, LLC30,431$3.17M2.34%+30,431New
Financial & Tax Architects, LLC30,607$3.17M1.29%+3,410+12.5%Added
Cohen Capital Management, Inc.30,557$3.16M0.52%00.0%Unchanged
Boenning & Scattergood, Inc.30,557$3.16M0.51%+134+0.4%Added
Cigna Investments Inc30,491$3.15M0.25%−10,703−26.0%Reduced
Ieq Capital, LLC30,319$3.14M0.07%−5,059−14.3%Reduced
Spring Capital Management, LLC30,026$3.11M2.47%+30,026New
Intrepid Family Office LLC30,000$3.10M3.62%+30,000New
FRG Family Wealth Advisors LLC29,856$3.09M0.58%−1,446−4.6%Reduced
Apollon Wealth Management, LLC29,854$3.09M0.25%+18,156+155.2%Added
Azzad Asset Management Inc29,824$3.09M0.41%+789+2.7%Added
Systematic Alpha Investments, LLC29,701$3.07M0.14%00.0%Unchanged
Laffer Tengler Investments29,624$3.06M0.89%+1,100+3.9%Added
Palladium Partners LLC29,373$3.06M0.13%−424−1.4%Reduced
Game Creek Capital, LP29,500$3.05M1.53%+12,750+76.1%Added
Redpoint Investment Management Pty Ltd29,226$3.02M0.24%00.0%Unchanged
Bartlett & Co. Wealth Management LLC29,040$3.02M0.05%−819−2.7%Reduced
Bartlett & Co. LLC29,040$3.02M0.05%−819−2.7%Reduced
Butensky & Cohen Financial Security, Inc29,174$3.02M1.08%+1,050+3.7%Added
Bank Ozk28,886$2.99M1.22%−120−0.4%Reduced
Hengehold Capital Management LLC28,852$2.98M0.37%+693+2.5%Added
Capital Insight Partners, LLC28,821$2.98M0.61%+1,392+5.1%Added
Sumitomo Life Insurance Co28,575$2.96M0.07%−842−2.9%Reduced
YHB Investment Advisors, Inc.28,537$2.95M0.23%+4,213+17.3%Added
Lowe Brockenbrough & Co Inc28,252$2.94M0.21%−687−2.4%Reduced
Semmax Financial Advisors Inc.28,209$2.92M1.08%+28,195+201,392.9%Added
Canandaigua National Corp28,121$2.91M0.43%−376−1.3%Reduced
Fundamentun, LLC28,099$2.91M0.46%+749+2.7%Added
Parsons Capital Management Inc27,929$2.89M0.21%−1,917−6.4%Reduced
Compton Capital Management Inc27,770$2.87M0.75%+75+0.3%Added
Campbell & CO Investment Adviser LLC27,750$2.87M0.98%+27,750New
O'Shaughnessy Asset Management, LLC27,639$2.86M0.05%−3,106−10.1%Reduced
Te Ahumairangi Investment Management Ltd27,561$2.85M0.37%+13,900+101.7%Added
Silvercrest Asset Management Group LLC27,447$2.84M0.02%−70,979−72.1%Reduced
Profund Advisors LLC27,355$2.83M0.09%+876+3.3%Added
Canton Hathaway, LLC27,350$2.83M0.77%+100.0%Added
Sompo Asset Management Co., Ltd.27,150$2.81M0.56%+21,970+424.1%Added
Twin Capital Management Inc27,056$2.80M0.28%−10,030−27.0%Reduced
Garrison Asset Management, LLC27,014$2.79M1.52%+455+1.7%Added
Kentucky Farm Bureau Mutual Insurance Co27,000$2.79M0.72%00.0%Unchanged
Silvant Capital Management LLC26,817$2.79M0.48%−1,477−5.2%Reduced
Cornerstone Wealth Group, LLC26,898$2.78M0.48%+841+3.2%Added
Comerica Securities,inc.26,372$2.75M0.18%+155+0.6%Added
Legacy Wealth Asset Management, LLC26,414$2.73M0.93%+1,181+4.7%Added
Tocqueville Asset Management L.P.26,350$2.73M0.04%+109+0.4%Added
Citadel Investment Advisory, Inc.26,322$2.72M1.59%+9,517+56.6%Added
Valtinson Bruner Financial Planning LLC26,184$2.71M1.48%+135+0.5%Added