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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 1,451 | $161.0K | 0.11% | +9+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,463 | $162.0K | 0.02% | −662−31.2% | Reduced |
| Castleview Partners, LLC | 1,525 | $169.0K | 0.11% | −451,068−99.7% | Reduced |
| Institutional & Family Asset Management, LLC | 1,521 | $169.0K | 0.03% | −114−7.0% | Reduced |
| AGF Investments LLC | 1,536 | $170.0K | 0.01% | −5−0.3% | Reduced |
| Asset Dedication, LLC | 1,564 | $174.0K | 0.02% | −399−20.3% | Reduced |
| Independence Bank of Kentucky | 1,568 | $174.0K | 0.07% | +653+71.4% | Added |
| Centerpoint Advisors, LLC | 1,585 | $176.0K | 0.08% | +9+0.6% | Added |
| Atticus Wealth Management, LLC | 1,607 | $178.0K | 0.06% | +317+24.6% | Added |
| Tower View Investment Management & Research LLC | 1,650 | $183.0K | 0.10% | +25+1.5% | Added |
| Worth Asset Management, LLC | 1,812 | $183.0K | 0.12% | +1,812 | New |
| Ten Capital Wealth Advisors, LLC | 1,793 | $199.0K | 0.08% | +1,439+406.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,797 | $200.0K | 0.11% | +286+18.9% | Added |
| Zevin Asset Management LLC | 1,805 | $200.0K | 0.04% | +1,805 | New |
| Northeast Financial Consultants Inc | 1,814 | $201.0K | 0.01% | −1,024−36.1% | Reduced |
| Endurance Wealth Management, Inc. | 1,810 | $201.0K | 0.03% | −200−10.0% | Reduced |
| Univest Financial Corp | 1,809 | $201.0K | 0.06% | +1,809 | New |
| F3Logic, LLC | 1,828 | $202.0K | 0.03% | −2,437−57.1% | Reduced |
| Marshall Financial Group Inc | 1,818 | $202.0K | 0.08% | +1,818 | New |
| Acorn Financial Advisory Services Inc | 1,820 | $202.0K | 0.04% | +1,820 | New |
| American Money Management, LLC | 1,817 | $202.0K | 0.05% | +1,817 | New |
| Principal Street Partners, LLC | 1,809 | $202.0K | 0.05% | +1,809 | New |
| Red Door Wealth Management, LLC | 1,826 | $202.0K | 0.07% | +1,826 | New |
| Abner Herrman & Brock LLC | 1,829 | $203.0K | 0.03% | +1,829 | New |
| Norris Perne & French LLP | 1,833 | $203.0K | 0.02% | +1,833 | New |
| Gitterman Wealth Management, LLC | 1,838 | $204.0K | 0.16% | +1,838 | New |
| Waypoint Capital Advisors, LLC | 1,844 | $204.0K | 0.12% | +1,844 | New |
| Two Sigma Securities, LLC | 1,850 | $205.0K | 0.03% | −5,426−74.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,833 | $205.0K | 0.05% | −201−9.9% | Reduced |
| Future Financial Wealth Managment LLC | 1,845 | $205.0K | 0.17% | −80−4.2% | Reduced |
| Salem Investment Counselors Inc | 1,856 | $206.0K | 0.01% | −244−11.6% | Reduced |
| High Falls Advisors, Inc | 1,854 | $206.0K | 0.06% | +1,854 | New |
| Malaga Cove Capital, LLC | 1,858 | $206.0K | 0.09% | +1,858 | New |
| Private Capital Management LLC | 1,858 | $206.0K | 0.07% | +1,858 | New |
| Visionary Wealth Advisors | 1,858 | $206.0K | 0.02% | +1,858 | New |
| Warren Averett Asset Management, LLC | 1,859 | $207.0K | 0.02% | −124−6.3% | Reduced |
| Austin Private Wealth, LLC | 1,876 | $208.0K | 0.04% | −643−25.5% | Reduced |
| Patron Partners Advisors, LLC | 1,882 | $208.0K | 0.14% | −145−7.2% | Reduced |
| PSI Advisors, LLC | 1,873 | $208.0K | 0.09% | +1+0.1% | Added |
| Key Financial Inc | 1,878 | $208.0K | 0.10% | +395+26.6% | Added |
| Addison Advisors LLC | 1,883 | $209.0K | 0.11% | +1,701+934.6% | Added |
| Compass Financial Advisors LLC | 1,895 | $210.0K | 0.23% | +1,895 | New |
| Palladiem, LLC | 1,900 | $211.0K | 0.19% | +1,900 | New |
| Welch Group, LLC | 1,915 | $212.0K | 0.01% | −822−30.0% | Reduced |
| Eastern Bank | 1,913 | $212.0K | 0.01% | +1,913 | New |
| Atlas Brown,Inc. | 1,922 | $213.0K | 0.09% | +1,922 | New |
| Hayek Kallen Investment Management | 1,933 | $214.0K | 0.08% | +1,933 | New |
| Orcam Financial Group | 1,941 | $215.0K | 0.31% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,938 | $215.0K | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,943 | $216.0K | 0.06% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 1,953 | $217.0K | 0.14% | +1,953 | New |
| Onyx Bridge Wealth Group LLC | 2,046 | $218.0K | 0.08% | −1,073−34.4% | Reduced |
| Fermata Advisors, LLC | 1,967 | $218.0K | 0.08% | −383−16.3% | Reduced |
| PBMares Wealth Management LLC | 1,962 | $218.0K | 0.13% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 1,975 | $219.0K | 0.87% | +1,975 | New |
| FLC Capital Advisors | 1,980 | $220.0K | 0.06% | +1,980 | New |
| Hyman Charles D | 1,996 | $221.0K | 0.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,003 | $222.0K | 0.08% | −577−22.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,009 | $222.0K | 0.06% | −487−19.5% | Reduced |
| Seven Post Investment Office LP | 2,000 | $222.0K | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,016 | $223.7K | 0.01% | −7,388−78.6% | Reduced |
| Annex Advisory Services, LLC | 2,020 | $224.0K | 0.02% | +2,020 | New |
| StrategIQ Financial Group, LLC | 2,021 | $224.0K | 0.02% | +2,021 | New |
| Westshore Wealth, LLC | 2,019 | $224.0K | 0.15% | +2,019 | New |
| Hazlett, Burt & Watson, Inc. | 2,033 | $225.0K | 0.18% | +2,033 | New |
| Connecticut Wealth Management, LLC | 2,038 | $226.0K | 0.02% | −40−1.9% | Reduced |
| Arvest Trust Co N A | 2,043 | $227.0K | 0.01% | −341−14.3% | Reduced |
| Wealth Architects, LLC | 2,043 | $227.0K | 0.04% | +52+2.6% | Added |
| Pacifica Partners Inc. | 2,156 | $229.0K | 0.15% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,077 | $230.0K | 0.01% | −4,918−70.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,071 | $230.0K | 0.11% | +2,003+2,945.6% | Added |
| Heron Financial Group, LLC | 2,072 | $230.0K | 0.12% | +2,072 | New |
| Epic Trust Investment Advisors, LLC | 2,076 | $230.0K | 0.36% | +2,076 | New |
| Lion Street Advisors, LLC | 2,088 | $231.0K | 0.12% | −1,500−41.8% | Reduced |
| DGS Capital Management, LLC | 2,083 | $231.0K | 0.14% | −66−3.1% | Reduced |
| Aspiriant, LLC | 2,080 | $231.0K | 0.01% | +2,080 | New |
| Guardian Wealth Advisors, LLC | 2,069 | $231.0K | 0.10% | +2,069 | New |
| TNF LLC | 2,155 | $232.0K | 0.10% | +6+0.3% | Added |
| Abundance Wealth Counselors | 2,091 | $232.0K | 0.06% | +160+8.3% | Added |
| Wealthspire Advisors, LLC | 2,098 | $233.0K | 0.01% | −4,681−69.1% | Reduced |
| TRUE Private Wealth Advisors | 2,210 | $233.0K | 0.03% | −259−10.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,102 | $233.0K | 0.18% | −121−5.4% | Reduced |
| Octavia Wealth Advisors, LLC | 2,090 | $233.0K | 0.05% | −21−1.0% | Reduced |
| Lincoln Capital LLC | 2,111 | $234.0K | 0.05% | −80−3.7% | Reduced |
| Vise Technologies, Inc. | 2,107 | $234.0K | 0.09% | +2,107 | New |
| Private Capital Group, LLC | 2,111 | $236.0K | 0.05% | −1,005−32.3% | Reduced |
| Blossom Wealth Management | 2,126 | $236.0K | 1.06% | +130+6.5% | Added |
| Shoker Investment Counsel, Inc. | 2,140 | $237.0K | 0.12% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,138 | $237.0K | 0.03% | +607+39.6% | Added |
| Total Clarity Wealth Management, Inc. | 2,144 | $238.0K | 0.13% | +113+5.6% | Added |
| Abacus Wealth Partners, LLC | 2,154 | $239.0K | 0.11% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 2,156 | $239.0K | 0.18% | −10.0% | Reduced |
| Am Investment Strategies LLC | 2,150 | $239.0K | 0.06% | +10+0.5% | Added |
| Empirical Asset Management, LLC | 2,164 | $240.0K | 0.23% | −1,455−40.2% | Reduced |
| Ocean Capital Management, LLC | 2,150 | $242.0K | 0.10% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 2,183 | $242.0K | 0.14% | +191+9.6% | Added |
| Matrix Trust Co | 2,178 | $242.0K | 0.06% | +2,178 | New |
| Hamilton Capital, LLC | 2,194 | $243.0K | 0.02% | −2,487−53.1% | Reduced |
| Somerset Group LLC | 2,186 | $243.0K | 0.17% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,195 | $243.0K | 0.24% | +146+7.1% | Added |