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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 18,617 | $2.07M | 0.25% | −146−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 18,644 | $2.07M | 0.85% | −730−3.8% | Reduced |
| Caption Management, LLC | 18,645 | $2.07M | 0.14% | −150,785−89.0% | Reduced |
| Financial Advisory Service, Inc. | 18,733 | $2.08M | 0.20% | −17,372−48.1% | Reduced |
| Banco de Sabadell, S.A | 18,688 | $2.08M | 1.20% | +965+5.4% | Added |
| Quantinno Capital Management LP | 18,738 | $2.08M | 0.32% | +15,420+464.7% | Added |
| Colrain Capital LLC | 19,000 | $2.12M | 2.96% | +2,500+15.2% | Added |
| TrinityPoint Wealth, LLC | 19,159 | $2.13M | 0.39% | −3,802−16.6% | Reduced |
| Tiaa, FSB | 19,550 | $2.14M | 0.01% | −114,961−85.5% | Reduced |
| Sandy Spring Bank | 19,336 | $2.15M | 0.11% | −610−3.1% | Reduced |
| Princeton Global Asset Management LLC | 19,352 | $2.15M | 0.60% | −1,105−5.4% | Reduced |
| Janney Capital Management LLC | 19,373 | $2.15M | 0.15% | +7,308+60.6% | Added |
| Albion Financial Group | 19,375 | $2.15M | 0.18% | +1,921+11.0% | Added |
| Live Oak Private Wealth LLC | 19,509 | $2.16M | 0.42% | +6,002+44.4% | Added |
| IMA Wealth, Inc. | 19,521 | $2.17M | 0.50% | +396+2.1% | Added |
| ProVise Management Group, LLC | 19,527 | $2.17M | 0.20% | +654+3.5% | Added |
| Blueshift Asset Management, LLC | 19,667 | $2.18M | 0.20% | −26,034−57.0% | Reduced |
| Spire Wealth Management | 19,667 | $2.18M | 0.06% | −11,443−36.8% | Reduced |
| S.E.E.D. Planning Group LLC | 19,689 | $2.18M | 0.93% | +9,715+97.4% | Added |
| NBT Bank N A | 19,688 | $2.19M | 0.29% | +622+3.3% | Added |
| Truvestments Capital LLC | 19,746 | $2.19M | 1.20% | +653+3.4% | Added |
| Wunderlich Capital Managemnt | 19,801 | $2.20M | 1.04% | −428−2.1% | Reduced |
| Trust Co of Oklahoma | 19,911 | $2.21M | 0.85% | −266−1.3% | Reduced |
| Broderick Brian C | 19,969 | $2.21M | 0.57% | +19,969 | New |
| 1st Source Bank | 20,098 | $2.23M | 0.14% | +360+1.8% | Added |
| Griffin Asset Management, Inc. | 20,112 | $2.23M | 0.29% | −42,881−68.1% | Reduced |
| Drexel Morgan & Co. | 20,221 | $2.24M | 0.65% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 20,319 | $2.25M | 0.49% | +1,823+9.9% | Added |
| Cordatus Wealth Management LLC | 20,384 | $2.26M | 0.80% | +628+3.2% | Added |
| Virginia Wealth Management Group, Inc. | 20,149 | $2.27M | 2.03% | +1,720+9.3% | Added |
| Strategic Wealth Partners, Ltd. | 20,422 | $2.27M | 0.44% | +2,435+13.5% | Added |
| Greenleaf Trust | 20,456 | $2.27M | 0.03% | +1,203+6.2% | Added |
| Balentine LLC | 20,455 | $2.27M | 0.08% | +15,610+322.2% | Added |
| Hotaling Investment Management, LLC | 20,561 | $2.28M | 0.88% | −14,919−42.0% | Reduced |
| Pathstone Family Office, LLC | 20,512 | $2.30M | 0.05% | −1,573−7.1% | Reduced |
| Citizens Business Bank | 20,919 | $2.32M | 0.28% | +1,819+9.5% | Added |
| Charles Schwab Trust Co | 20,955 | $2.33M | 0.41% | −472−2.2% | Reduced |
| Centiva Capital, LP | 21,031 | $2.33M | 0.13% | +10,831+106.2% | Added |
| Stratos Wealth Partners, LTD. | 21,061 | $2.34M | 0.05% | +703+3.5% | Added |
| Whittier Trust Co | 21,069 | $2.34M | 0.04% | +1,059+5.3% | Added |
| Tealwood Asset Management Inc | 21,098 | $2.34M | 0.99% | +397+1.9% | Added |
| Metis Global Partners, LLC | 21,240 | $2.36M | 0.28% | +10,119+91.0% | Added |
| Fernwood Investment Management, LLC | 21,246 | $2.36M | 0.83% | −100−0.5% | Reduced |
| Vestcor Inc | 21,274 | $2.36M | 0.08% | +4,668+28.1% | Added |
| Strategic Financial Services, Inc, | 21,356 | $2.37M | 0.18% | −530−2.4% | Reduced |
| IBM Retirement Fund | 21,418 | $2.38M | 0.33% | −936−4.2% | Reduced |
| Lederer & Associates Investment Counsel | 21,433 | $2.38M | 1.46% | +170+0.8% | Added |
| Great Lakes Advisors, LLC | 21,462 | $2.38M | 0.04% | +3,907+22.3% | Added |
| Stratos Wealth Advisors, LLC | 21,474 | $2.38M | 0.19% | +252+1.2% | Added |
| Northwest Investment Counselors, LLC | 21,513 | $2.39M | 0.63% | +217+1.0% | Added |
| Capital Investment Advisors, LLC | 21,575 | $2.39M | 0.07% | −839−3.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,486 | $2.40M | 0.21% | −259−1.2% | Reduced |
| BFSG, LLC | 21,604 | $2.40M | 0.38% | −246−1.1% | Reduced |
| Clearstead Advisors, LLC | 21,656 | $2.40M | 0.16% | +6,913+46.9% | Added |
| Laffer Tengler Investments | 21,730 | $2.41M | 0.73% | −7,894−26.6% | Reduced |
| American Trust | 21,743 | $2.41M | 0.16% | +17,174+375.9% | Added |
| NTV Asset Management LLC | 21,897 | $2.43M | 0.41% | −850−3.7% | Reduced |
| WC Walker & Associates, Inc. | 22,016 | $2.43M | 1.26% | +641+3.0% | Added |
| New England Asset Management Inc | 21,944 | $2.44M | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 21,850 | $2.44M | 0.05% | +8,894+68.6% | Added |
| Allworth Financial LP | 22,022 | $2.44M | 0.03% | +2,160+10.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 22,190 | $2.46M | 0.67% | +297+1.4% | Added |
| Bremer Bank National Association | 22,193 | $2.46M | 0.40% | +22,193 | New |
| Glassy Mountain Advisors, Inc. | 22,200 | $2.46M | 1.26% | +1,049+5.0% | Added |
| Apollon Wealth Management, LLC | 22,304 | $2.48M | 0.18% | −7,550−25.3% | Reduced |
| Legacy Advisors, LLC | 22,195 | $2.48M | 0.48% | +22,195 | New |
| Farmers National Bank | 22,427 | $2.49M | 0.86% | +2,910+14.9% | Added |
| Chemung Canal Trust Co | 22,439 | $2.49M | 0.48% | −13,416−37.4% | Reduced |
| Bradley Mark J. | 22,495 | $2.50M | 1.78% | −1,820−7.5% | Reduced |
| Desjardins Global Asset Management Inc. | 22,511 | $2.50M | 0.22% | −1,433−6.0% | Reduced |
| Sawyer & Company, Inc | 22,540 | $2.50M | 1.12% | −17−0.1% | Reduced |
| Sectoral Asset Management Inc | 22,551 | $2.50M | 0.44% | −24,150−51.7% | Reduced |
| Sicart Associates LLC | 22,498 | $2.51M | 0.65% | −2,110−8.6% | Reduced |
| First Horizon Advisors, Inc. | 22,669 | $2.52M | 0.14% | −73,146−76.3% | Reduced |
| Vident Investment Advisory, LLC | 22,671 | $2.52M | 0.07% | −744−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,733 | $2.52M | 0.22% | +6,711+41.9% | Added |
| Baker Tilly Wealth Management, LLC | 22,774 | $2.53M | 0.28% | +4,725+26.2% | Added |
| Patten Group, Inc. | 22,790 | $2.53M | 0.71% | +198+0.9% | Added |
| Bristlecone Advisors, LLC | 22,863 | $2.54M | 0.31% | −928−3.9% | Reduced |
| Prudential PLC | 23,237 | $2.58M | 0.04% | +10,260+79.1% | Added |
| Valeo Financial Advisors, LLC | 23,355 | $2.59M | 0.13% | +2,924+14.3% | Added |
| Cary Street Partners Asset Management LLC | 23,430 | $2.60M | 0.52% | +7,340+45.6% | Added |
| Western Wealth Management, LLC | 23,427 | $2.60M | 0.13% | +13,264+130.5% | Added |
| Newman Dignan & Sheerar, Inc. | 23,468 | $2.60M | 0.82% | +243+1.0% | Added |
| Mattern Wealth Management LLC | 23,720 | $2.63M | 0.86% | +7,025+42.1% | Added |
| Harrell Investment Partners, LLC | 23,745 | $2.63M | 0.93% | −279−1.2% | Reduced |
| Cigna Investments Inc | 23,759 | $2.64M | 0.33% | −6,732−22.1% | Reduced |
| Sciencast Management LP | 23,993 | $2.64M | 0.61% | +23,993 | New |
| Eqis Capital Management, Inc. | 23,855 | $2.65M | 0.24% | +8,879+59.3% | Added |
| Flputnam Investment Management Co | 23,879 | $2.65M | 0.08% | −101−0.4% | Reduced |
| Concentric Wealth Management, LLC | 23,967 | $2.66M | 0.77% | +227+1.0% | Added |
| Venture Visionary Partners LLC | 24,106 | $2.67M | 0.18% | +42+0.2% | Added |
| IndexIQ Advisors LLC | 24,128 | $2.68M | 0.09% | −1,547−6.0% | Reduced |
| Somerville Kurt F | 24,155 | $2.68M | 0.43% | +24,155 | New |
| Blackhill Capital Inc | 24,177 | $2.68M | 0.26% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,183 | $2.68M | 0.08% | +2,992+14.1% | Added |
| HBK Sorce Advisory LLC | 24,312 | $2.70M | 0.15% | +9,322+62.2% | Added |
| 180 Wealth Advisors, LLC | 24,492 | $2.70M | 0.59% | +760+3.2% | Added |
| Hoylecohen, LLC | 24,394 | $2.71M | 0.23% | +852+3.6% | Added |
| LMCG Investments, LLC | 24,499 | $2.72M | 0.16% | +24,499 | New |