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 |
|---|---|---|---|---|---|
| Gofen & Glossberg LLC | 26,049 | $2.69M | 0.06% | +5,427+26.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,940 | $2.68M | 0.59% | +279+1.1% | Added |
| Webster Bank, N. A. | 25,755 | $2.66M | 0.28% | +50+0.2% | Added |
| AdvisorNet Financial, Inc | 25,743 | $2.66M | 0.16% | +3,604+16.3% | Added |
| IndexIQ Advisors LLC | 25,675 | $2.66M | 0.09% | −327−1.3% | Reduced |
| American Portfolios Advisors | 25,589 | $2.65M | 0.09% | −6,007−19.0% | Reduced |
| Andesa Financial Management Inc. | 25,335 | $2.62M | 1.29% | −100.0% | Reduced |
| Miller Investment Management, LP | 25,165 | $2.60M | 0.37% | 00.0% | Unchanged |
| Asio Capital, LLC | 25,138 | $2.60M | 0.81% | +2,008+8.7% | Added |
| Wedbush Securities Inc | 25,014 | $2.59M | 0.11% | −1,864−6.9% | Reduced |
| Sicart Associates LLC | 24,608 | $2.59M | 0.67% | −919−3.6% | Reduced |
| United Fire Group Inc | 25,000 | $2.59M | 1.22% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $2.59M | 0.33% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 25,001 | $2.59M | 0.09% | +17,054+214.6% | Added |
| Front Row Advisors LLC | 24,788 | $2.58M | 0.96% | −325−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 24,759 | $2.56M | 0.16% | +3,075+14.2% | Added |
| Proquility Private Wealth Partners, LLC | 24,107 | $2.53M | 0.89% | −730−2.9% | Reduced |
| SPC Financial, Inc. | 24,407 | $2.52M | 0.28% | +182+0.8% | Added |
| Bradley Mark J. | 24,315 | $2.52M | 1.64% | −1,830−7.0% | Reduced |
| Carroll Financial Associates, Inc. | 24,031 | $2.51M | 0.13% | −131−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 23,732 | $2.51M | 0.56% | +1,396+6.3% | Added |
| Blackhill Capital Inc | 24,177 | $2.50M | 0.21% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 24,152 | $2.50M | 0.36% | +2,901+13.7% | Added |
| Trust Co of Vermont | 24,128 | $2.50M | 0.16% | +730+3.1% | Added |
| Moloney Securities Asset Management, LLC | 24,090 | $2.49M | 0.42% | −1,469−5.7% | Reduced |
| Venture Visionary Partners LLC | 24,064 | $2.49M | 0.16% | −2,079−8.0% | Reduced |
| Harrell Investment Partners, LLC | 24,024 | $2.48M | 0.76% | −1,507−5.9% | Reduced |
| Hodges Capital Management Inc. | 24,011 | $2.48M | 0.18% | +1,409+6.2% | Added |
| Flputnam Investment Management Co | 23,980 | $2.48M | 0.08% | −1,976−7.6% | Reduced |
| Cohen Lawrence B | 23,970 | $2.48M | 0.97% | −1,445−5.7% | Reduced |
| Desjardins Global Asset Management Inc. | 23,944 | $2.48M | 0.21% | +23,944 | New |
| NovaPoint Capital, LLC | 23,911 | $2.47M | 0.89% | +3,126+15.0% | Added |
| LVW Advisors, LLC | 23,825 | $2.46M | 0.42% | −1,649−6.5% | Reduced |
| Bristlecone Advisors, LLC | 23,791 | $2.46M | 0.30% | −2,179−8.4% | Reduced |
| Concentric Wealth Management, LLC | 23,740 | $2.46M | 0.69% | +1,032+4.5% | Added |
| Teza Capital Management LLC | 23,593 | $2.44M | 0.65% | +7,404+45.7% | Added |
| Hoylecohen, LLC | 23,542 | $2.44M | 0.20% | +1,153+5.1% | Added |
| Vident Investment Advisory, LLC | 23,415 | $2.42M | 0.06% | −2,106−8.3% | Reduced |
| Bogart Wealth, LLC | 23,385 | $2.42M | 0.22% | +3,564+18.0% | Added |
| Newman Dignan & Sheerar, Inc. | 23,225 | $2.40M | 0.73% | −1,086−4.5% | Reduced |
| Wetherby Asset Management Inc | 23,219 | $2.40M | 0.14% | −1,537−6.2% | Reduced |
| TrinityPoint Wealth, LLC | 22,961 | $2.38M | 0.42% | −586−2.5% | Reduced |
| NTV Asset Management LLC | 22,747 | $2.35M | 0.39% | +30.0% | Added |
| Level Four Advisory Services, LLC | 22,654 | $2.34M | 0.18% | +5,761+34.1% | Added |
| Patten Group, Inc. | 22,592 | $2.34M | 0.62% | −808−3.5% | Reduced |
| Sawyer & Company, Inc | 22,557 | $2.33M | 1.01% | −84−0.4% | Reduced |
| Pictet Bank & Trust Ltd | 22,555 | $2.33M | 1.20% | −120−0.5% | Reduced |
| Stock Yards Bank & Trust Co | 22,541 | $2.33M | 0.12% | −138,620−86.0% | Reduced |
| Buckingham Capital Management, Inc. | 22,503 | $2.33M | 0.36% | +2,540+12.7% | Added |
| WC Walker & Associates, Inc. | 21,375 | $2.32M | 1.15% | +877+4.3% | Added |
| Capital Investment Advisors, LLC | 22,414 | $2.32M | 0.07% | −1,214−5.1% | Reduced |
| IBM Retirement Fund | 22,354 | $2.31M | 0.29% | −15,509−41.0% | Reduced |
| Howe & Rusling Inc | 22,207 | $2.30M | 0.27% | −16,929−43.3% | Reduced |
| Pathstone Family Office, LLC | 22,085 | $2.29M | 0.06% | +1,527+7.4% | Added |
| PFS Investments Inc. | 22,096 | $2.29M | 0.04% | −5,338−19.5% | Reduced |
| Sowell Financial Services LLC | 21,959 | $2.29M | 0.13% | +596+2.8% | Added |
| New England Asset Management Inc | 21,944 | $2.27M | 0.03% | −500−2.2% | Reduced |
| Ethic Inc. | 21,925 | $2.27M | 0.17% | +419+1.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 21,893 | $2.27M | 0.54% | +7,820+55.6% | Added |
| Strategic Financial Services, Inc, | 21,886 | $2.26M | 0.17% | −370−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,745 | $2.26M | 0.19% | +18,641+600.5% | Added |
| Scissortail Wealth Management, LLC | 21,877 | $2.26M | 0.87% | +21,877 | New |
| BFSG, LLC | 21,850 | $2.26M | 0.31% | −748−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 21,666 | $2.24M | 0.03% | −4,069−15.8% | Reduced |
| Ameritas Investment Partners, Inc. | 21,521 | $2.23M | 0.07% | −493−2.2% | Reduced |
| Charles Schwab Trust Co | 21,427 | $2.22M | 0.36% | −305−1.4% | Reduced |
| Fernwood Investment Management, LLC | 21,346 | $2.21M | 0.72% | −44−0.2% | Reduced |
| Leelyn Smith, LLC | 21,301 | $2.20M | 0.59% | +20,976+6,454.2% | Added |
| Northwest Investment Counselors, LLC | 21,296 | $2.20M | 0.54% | +1,468+7.4% | Added |
| Lederer & Associates Investment Counsel | 21,263 | $2.20M | 1.28% | +650+3.2% | Added |
| Arrow Financial Corp | 21,241 | $2.20M | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 21,222 | $2.19M | 0.16% | +1,184+5.9% | Added |
| Sigma Planning Corp | 21,191 | $2.19M | 0.06% | +1,226+6.1% | Added |
| Glassy Mountain Advisors, Inc. | 21,151 | $2.19M | 1.13% | +21,151 | New |
| Veriti Management LLC | 21,074 | $2.18M | 0.28% | −1,965−8.5% | Reduced |
| CAPROCK Group, Inc. | 20,721 | $2.16M | 0.18% | −3,076−12.9% | Reduced |
| Heritage Way Advisors, LLC | 20,845 | $2.16M | 0.81% | −610−2.8% | Reduced |
| Tealwood Asset Management Inc | 20,701 | $2.14M | 0.86% | −1,596−7.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 20,658 | $2.14M | 0.60% | −6,673−24.4% | Reduced |
| JustInvest LLC | 20,578 | $2.13M | 0.13% | −10,969−34.8% | Reduced |
| Hall Laurie J Trustee | 20,485 | $2.12M | 0.75% | +1,975+10.7% | Added |
| Princeton Global Asset Management LLC | 20,457 | $2.12M | 0.59% | −760−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 20,431 | $2.11M | 0.12% | +842+4.3% | Added |
| Arlington Partners LLC | 20,355 | $2.11M | 0.57% | −1,078−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 20,358 | $2.11M | 0.05% | +1,371+7.2% | Added |
| RBA Wealth Management, LLC | 20,347 | $2.10M | 0.99% | +20,347 | New |
| Chilton Investment Co LLC | 20,229 | $2.09M | 0.04% | −5,988−22.8% | Reduced |
| Wunderlich Capital Managemnt | 20,229 | $2.09M | 0.93% | +466+2.4% | Added |
| Drexel Morgan & Co. | 20,221 | $2.09M | 0.61% | 00.0% | Unchanged |
| Jefferies Group LLC | 20,200 | $2.09M | 0.04% | +15,108+296.7% | Added |
| Trust Co of Oklahoma | 20,177 | $2.09M | 0.71% | −498−2.4% | Reduced |
| Whittier Trust Co | 20,010 | $2.07M | 0.03% | −907−4.3% | Reduced |
| Sandy Spring Bank | 19,946 | $2.06M | 0.10% | −501−2.5% | Reduced |
| Scott & Selber, Inc. | 19,923 | $2.06M | 0.73% | +2,399+13.7% | Added |
| Allworth Financial LP | 19,862 | $2.06M | 0.03% | −369−1.8% | Reduced |
| Cordatus Wealth Management LLC | 19,756 | $2.04M | 0.60% | +1,112+6.0% | Added |
| 1st Source Bank | 19,738 | $2.04M | 0.12% | −250−1.3% | Reduced |
| Hartline Investment Corp | 19,588 | $2.03M | 0.28% | −2,393−10.9% | Reduced |
| Farmers National Bank | 19,517 | $2.02M | 0.67% | +19,517 | New |
| AIMZ Investment Advisors, LLC | 19,374 | $2.00M | 0.78% | +703+3.8% | Added |