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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 391 | $43.0K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $44.0K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 394 | $44.0K | 0.01% | +116+41.7% | Added |
| Steward Financial Group LLC | 400 | $44.0K | 0.04% | +275+220.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 408 | $45.0K | 0.01% | +169+70.7% | Added |
| Monolith Advisors | 468 | $48.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 436 | $48.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 445 | $49.0K | 0.01% | −1,295−74.4% | Reduced |
| McCarthy Asset Management, Inc. | 450 | $50.0K | 0.03% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 452 | $50.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 451 | $50.0K | 0.01% | +101+28.9% | Added |
| Baldrige Asset Management LLC | 454 | $50.0K | 0.02% | +379+505.3% | Added |
| Herold Advisors, Inc. | 450 | $50.0K | 0.02% | +450 | New |
| Crewe Advisors LLC | 460 | $51.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 464 | $51.5K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 475 | $52.0K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 477 | $53.0K | 0.02% | −40−7.7% | Reduced |
| Castleark Management LLC | 480 | $53.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 484 | $54.0K | 0.00% | −121−20.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 491 | $54.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 483 | $54.0K | 0.01% | +1+0.2% | Added |
| Atlas Capital Advisors LLC | 500 | $55.5K | 0.01% | −37−6.9% | Reduced |
| Estate Counselors, LLC | 506 | $56.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 524 | $58.0K | 0.04% | −25−4.6% | Reduced |
| Goodwin Investment Advisory | 527 | $58.0K | 0.04% | −14−2.6% | Reduced |
| Lansing Street Advisors | 513 | $58.0K | 0.04% | +513 | New |
| AllSquare Wealth Management LLC | 536 | $59.0K | 0.04% | +2+0.4% | Added |
| SJS Investment Consulting Inc. | 527 | $59.0K | 0.02% | +27+5.4% | Added |
| SOA Wealth Advisors, LLC. | 548 | $60.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 558 | $62.0K | 0.02% | +558 | New |
| Lloyd Advisory Services, LLC. | 559 | $62.0K | 0.03% | +559 | New |
| Wellington Shields Capital Management, LLC | 585 | $65.0K | 0.01% | −7,827−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 585 | $65.0K | 0.01% | +58+11.0% | Added |
| Operose Advisors LLC | 585 | $65.0K | 0.04% | +585 | New |
| Disciplined Investments, LLC | 599 | $66.0K | 0.03% | +167+38.7% | Added |
| Missouri Trust & Investment Co | 600 | $67.0K | 0.04% | −38−6.0% | Reduced |
| Clear Investment Research, LLC | 600 | $67.0K | 0.13% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 620 | $69.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 635 | $70.5K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 643 | $71.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 640 | $71.0K | 0.01% | +264+70.2% | Added |
| Paladin Advisory Group, LLC | 631 | $71.0K | 0.06% | +631 | New |
| Icapital Wealth LLC | 640 | $71.9K | 0.03% | +640 | New |
| Sutton Wealth Advisors Inc. | 654 | $72.6K | 0.02% | +2+0.3% | Added |
| Earnest Partners LLC | 657 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 661 | $73.4K | 0.03% | +1+0.2% | Added |
| Aua Capital Management, LLC | 672 | $75.0K | 0.04% | −200−22.9% | Reduced |
| Pin Oak Investment Advisors Inc | 683 | $76.0K | 0.08% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 695 | $77.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 730 | $81.0K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 732 | $81.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 793 | $83.0K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 758 | $84.0K | 0.08% | +28+3.8% | Added |
| Greenwood Capital Associates LLC | 767 | $85.0K | 0.02% | −1,533−66.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 784 | $87.0K | 0.02% | −120−13.3% | Reduced |
| Emfo, LLC | 796 | $88.0K | 0.08% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 800 | $88.8K | 0.06% | +800 | New |
| Seldon Capital LP | 876 | $97.0K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 903 | $100.0K | 0.01% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 908 | $101.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 917 | $102.0K | 0.05% | +915+45,750.0% | Added |
| Optimum Investment Advisors | 950 | $105.0K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 951 | $106.0K | 0.03% | −4,190−81.5% | Reduced |
| Hexagon Capital Partners LLC | 952 | $106.0K | 0.03% | +3+0.3% | Added |
| Atwood & Palmer Inc | 975 | $108.0K | 0.01% | +200+25.8% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $109.0K | 0.02% | −307−23.8% | Reduced |
| JFS Wealth Advisors, LLC | 996 | $111.0K | 0.01% | −112−10.1% | Reduced |
| West Financial Advisors, LLC | 1,000 | $111.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,003 | $111.0K | 0.05% | +1,003 | New |
| Accel Wealth Management | 1,034 | $116.0K | 0.06% | −73−6.6% | Reduced |
| Knott David M Jr | 1,050 | $116.0K | 0.04% | 00.0% | Unchanged |
| Motco | 1,053 | $117.0K | 0.01% | +167+18.8% | Added |
| Dougherty Wealth Advisers LLC | 1,100 | $122.0K | 0.18% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,119 | $124.0K | 0.04% | −136−10.8% | Reduced |
| Ellevest, Inc. | 1,122 | $124.0K | 0.01% | +312+38.5% | Added |
| Acima Private Wealth, LLC | 1,125 | $125.0K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 1,133 | $126.0K | 0.09% | +947+509.1% | Added |
| Rockbridge Investment Management, LCC | 1,136 | $127.8K | 0.02% | −400−26.0% | Reduced |
| S.A. Mason LLC | 1,157 | $128.0K | 0.08% | +657+131.4% | Added |
| Hoese & Co LLP | 1,160 | $129.0K | 0.13% | −12,300−91.4% | Reduced |
| Baystate Wealth Management LLC | 1,175 | $130.0K | 0.01% | −180−13.3% | Reduced |
| BDO Wealth Advisors, LLC | 1,170 | $130.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,184 | $131.0K | 0.07% | −1,801−60.3% | Reduced |
| Blume Capital Management, Inc. | 1,184 | $131.0K | 0.04% | −150−11.2% | Reduced |
| Piscataqua Savings Bank | 1,184 | $131.0K | 0.09% | 00.0% | Unchanged |
| Norway Savings Bank | 1,214 | $135.0K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,236 | $137.0K | 0.02% | +54+4.6% | Added |
| Global Trust Asset Management, LLC | 1,261 | $140.0K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,286 | $143.0K | 0.05% | +94+7.9% | Added |
| West Bancorporation Inc | 1,312 | $146.0K | 0.09% | +535+68.9% | Added |
| TFC Financial Management | 1,323 | $147.0K | 0.04% | +245+22.7% | Added |
| Clean Yield Group | 1,340 | $149.0K | 0.05% | −84−5.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,365 | $151.0K | 0.03% | −257−15.8% | Reduced |
| Legacy Bridge, LLC | 1,370 | $152.0K | 0.09% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,384 | $154.0K | 0.00% | −828−37.4% | Reduced |
| Newfound Research LLC | 1,391 | $154.0K | 0.20% | +167+13.6% | Added |
| Nauset Wealth Management. LLC | 1,401 | $155.0K | 0.12% | +1,401 | New |
| Ellis Investment Partners, LLC | 1,413 | $156.0K | 0.04% | −76−5.1% | Reduced |
| Sierra Capital LLC | 1,419 | $157.0K | 0.02% | −259−15.4% | Reduced |
| Community Bank, N.A. | 1,446 | $160.0K | 0.02% | −1,855−56.2% | Reduced |