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, Q1 2022
Institutional positions in Medtronic plc as of Mar 31, 2022. 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
- 2,115
- +71 vs. Q4 2021
- Shares held
- 1.08B
- +1.20M (+0.1%) vs. Q4 2021
- Total value
- $119.8B
- +$7.81B (+7.0%) vs. Q4 2021
- New holders
- 205
- 1,012 more added
- Sold out
- 134
- 675 more reduced
28 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lake Point Wealth Management | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| J.Safra Asset Management Corp | 146 | $1.00K | 0.02% | +146 | New |
| McClarren Financial Advisors, Inc. | 20 | $2.00K | 0.00% | −2−9.1% | Reduced |
| Karlinski Andrew C | 21 | $2.00K | 0.00% | −4−16.0% | Reduced |
| FNY Investment Advisers, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Cedar Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $3.00K | 0.00% | +31 | New |
| Spartan Planning & Wealth Management | 27 | $3.00K | 0.00% | +27 | New |
| Country Trust Bank | 39 | $4.00K | 0.00% | −1,218−96.9% | Reduced |
| Schubert & Co | 40 | $4.00K | 0.00% | +17+73.9% | Added |
| James Investment Research Inc | 32 | $4.00K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 42 | $5.00K | 0.00% | −255−85.9% | Reduced |
| Selective Wealth Management, Inc. | 49 | $5.00K | 0.00% | −225−82.1% | Reduced |
| Candriam Luxembourg S.C.A. | 45 | $5.00K | 0.00% | +45 | New |
| Fortis Advisors, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 50 | $6.00K | 0.00% | +30+150.0% | Added |
| Islay Capital Management, LLC | 65 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 70 | $7.88K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 75 | $8.00K | 0.00% | −75−50.0% | Reduced |
| Core Wealth Advisors, Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 70 | $8.00K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 76 | $8.00K | 0.00% | +76 | New |
| Cordant, Inc. | 71 | $8.00K | 0.00% | +71 | New |
| Covestor Ltd | 77 | $9.00K | 0.01% | +3+4.1% | Added |
| C M Bidwell & Associates Ltd | 91 | $10.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $10.0K | 0.01% | +100 | New |
| Halpern Financial, Inc. | 95 | $10.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $11.0K | 0.00% | −48−32.4% | Reduced |
| Annapolis Financial Services, LLC | 102 | $11.0K | 0.00% | −23−18.4% | Reduced |
| AlphaMark Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 104 | $11.5K | 0.01% | +1+1.0% | Added |
| Tucker Asset Management LLC | 106 | $11.8K | 0.00% | +36+51.4% | Added |
| Investment Research & Advisory Group, Inc. | 109 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 106 | $12.0K | 0.00% | +106 | New |
| Siena Capital LLC | 105 | $12.0K | 0.01% | +105 | New |
| Beaird Harris Wealth Management, LLC | 118 | $13.0K | 0.00% | −1,924−94.2% | Reduced |
| Coastal Capital Group, Inc. | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 123 | $14.0K | 0.00% | −155−55.8% | Reduced |
| Rise Advisors, LLC | 124 | $14.0K | 0.01% | −13−9.5% | Reduced |
| Power Corp of Canada | 127 | $14.0K | 0.00% | +127 | New |
| Advanced Research Investment Solutions, LLC | 122 | $14.0K | 0.01% | +122 | New |
| Arcadia Investment Management Corp | 134 | $15.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 135 | $15.0K | 0.00% | +135 | New |
| Fairfield Financial Advisors, LTD | 140 | $15.5K | 0.01% | +140 | New |
| Retirement Group, LLC | 145 | $16.0K | 0.01% | +41+39.4% | Added |
| Financial Connections Group, Inc. | 162 | $17.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 160 | $17.0K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,944,954 | $18.0K | 0.08% | +1,927,370+10,960.9% | Added |
| American Research & Management Co. | 165 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 170 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $20.0K | 0.02% | +180 | New |
| Roble, Belko & Company, Inc | 190 | $21.0K | 0.00% | +152+400.0% | Added |
| Blue Bell Private Wealth Management, LLC | 196 | $22.0K | 0.01% | −11−5.3% | Reduced |
| Ahrens Investment Partners LLC | 201 | $22.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 206 | $22.9K | 0.01% | +206 | New |
| West Branch Capital LLC | 204 | $23.0K | 0.01% | −259−55.9% | Reduced |
| Founders Capital Management | 225 | $23.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 214 | $23.0K | 0.00% | +214 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 220 | $24.0K | 0.00% | −202−47.9% | Reduced |
| HC Financial Advisors Inc | 214 | $24.0K | 0.01% | +31+16.9% | Added |
| Red Cedar Capital, LLC | 229 | $25.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $25.0K | 0.01% | +31+16.2% | Added |
| JCIC Asset Management Inc. | 235 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 233 | $26.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 243 | $27.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 241 | $27.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 250 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 249 | $28.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 264 | $29.0K | 0.03% | +264 | New |
| Raffa Wealth Management, LLC | 269 | $29.8K | 0.01% | −122−31.2% | Reduced |
| Clearview Wealth Advisors LLC | 274 | $30.0K | 0.02% | −50−15.4% | Reduced |
| Curi Capital | 276 | $30.0K | 0.01% | +14+5.3% | Added |
| Solstein Capital, LLC | 280 | $31.0K | 0.02% | −300−51.7% | Reduced |
| RWM Asset Management, LLC | 280 | $31.0K | 0.01% | −78−21.8% | Reduced |
| Kenfarb & Co. | 281 | $31.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 288 | $32.0K | 0.00% | −1−0.3% | Reduced |
| Lenox Wealth Advisors, LLC | 296 | $33.0K | 0.00% | −800−73.0% | Reduced |
| Ulland Investment Advisors, LLC | 300 | $33.0K | 0.02% | −100−25.0% | Reduced |
| Trust Co | 295 | $33.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 297 | $33.0K | 0.01% | +200+206.2% | Added |
| Bromfield Sneider Wealth Advisors | 300 | $33.0K | 0.03% | +300 | New |
| Delos Wealth Advisors, LLC | 310 | $34.0K | 0.03% | −153−33.0% | Reduced |
| McIlrath & Eck, LLC | 310 | $34.0K | 0.01% | +82+36.0% | Added |
| Stephens Consulting, LLC | 308 | $34.2K | 0.03% | −50−14.0% | Reduced |
| First Bank & Trust | 329 | $36.0K | 0.01% | −72−18.0% | Reduced |
| Byrne Asset Management LLC | 325 | $36.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 330 | $37.0K | 0.01% | −91−21.6% | Reduced |
| Antonetti Capital Management LLC | 350 | $39.0K | 0.04% | −100−22.2% | Reduced |
| Beacon Capital Management, LLC | 350 | $39.0K | 0.01% | +350 | New |
| Gables Capital Management Inc. | 359 | $40.0K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 380 | $42.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 395 | $43.0K | 0.03% | −51,275−99.2% | Reduced |