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 |
|---|---|---|---|---|---|
| Lumature Wealth Partners, LLC | 3,463 | $384.0K | 0.15% | +2,289+195.0% | Added |
| BMS Financial Advisors, LLC | 3,481 | $386.0K | 0.25% | +87+2.6% | Added |
| Dempze Nancy E | 3,477 | $386.0K | 0.28% | +3,477 | New |
| Beta Wealth Group, Inc. | 3,500 | $388.0K | 0.26% | +1,600+84.2% | Added |
| Exencial Wealth Advisors, LLC | 3,504 | $389.0K | 0.02% | −4,223−54.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,514 | $390.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,535 | $392.0K | 0.16% | +3+0.1% | Added |
| Summit Financial Strategies, Inc. | 3,540 | $393.0K | 0.08% | +100+2.9% | Added |
| Twin Focus Capital Partners, LLC | 3,549 | $394.0K | 0.08% | +148+4.4% | Added |
| Hendley & Co Inc | 3,558 | $395.0K | 0.13% | −100−2.7% | Reduced |
| Laidlaw Wealth Management LLC | 3,565 | $396.0K | 0.07% | −491−12.1% | Reduced |
| Landscape Capital Management, L.L.C. | 3,582 | $397.0K | 0.05% | +3,582 | New |
| Page Arthur B | 3,587 | $398.0K | 0.31% | +3,587 | New |
| Widmann Financial Services, Inc. | 3,603 | $399.0K | 0.35% | −59−1.6% | Reduced |
| Auxano Advisors, LLC | 3,602 | $399.0K | 0.17% | +1,158+47.4% | Added |
| Capital Advisors, Ltd. LLC | 3,603 | $400.0K | 0.07% | +40+1.1% | Added |
| CFM Wealth Partners LLC | 3,607 | $400.0K | 0.10% | +127+3.6% | Added |
| Delphia (USA) Inc. | 3,602 | $400.0K | 0.30% | +1,232+52.0% | Added |
| Advisors Management Group Inc | 3,610 | $401.0K | 0.14% | +229+6.8% | Added |
| Aubrey Capital Management Ltd | 3,606 | $402.0K | 0.23% | +3,606 | New |
| Old National Bancorp | 3,630 | $403.0K | 0.01% | +23+0.6% | Added |
| Aviance Capital Partners, LLC | 3,643 | $404.0K | 0.07% | −24−0.7% | Reduced |
| E Fund Management Co., Ltd. | 3,661 | $406.0K | 0.01% | −405−10.0% | Reduced |
| Sunbelt Securities, Inc. | 3,657 | $408.0K | 0.07% | −468−11.3% | Reduced |
| Lebenthal Global Advisors, LLC | 3,686 | $408.0K | 0.17% | +3,686 | New |
| Brandywine Oak Private Wealth LLC | 3,686 | $409.0K | 0.05% | −142−3.7% | Reduced |
| Maltin Wealth Management, Inc. | 3,691 | $409.0K | 0.27% | +3,691 | New |
| J. W. Coons Advisors, LLC | 3,695 | $410.0K | 0.12% | −290−7.3% | Reduced |
| JJJ Advisors Inc. | 3,699 | $411.0K | 0.11% | +1,819+96.8% | Added |
| Toews Corp | 3,700 | $411.0K | 0.07% | +3,700 | New |
| Cobblestone Capital Advisors LLC | 3,711 | $412.0K | 0.03% | −587−13.7% | Reduced |
| StoneX Group Inc. | 3,698 | $412.7K | 0.03% | −212−5.4% | Reduced |
| 1776 Wealth LLC | 3,777 | $413.0K | 0.24% | +79+2.1% | Added |
| Gratus Capital LLC | 3,727 | $414.0K | 0.04% | −87,138−95.9% | Reduced |
| Fulcrum Capital LLC | 3,728 | $414.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,730 | $414.0K | 0.12% | +257+7.4% | Added |
| Cedar Brook Financial Partners, LLC | 3,738 | $415.0K | 0.11% | −342−8.4% | Reduced |
| RSM US Wealth Management LLC | 3,742 | $415.0K | 0.02% | +91+2.5% | Added |
| FinTrust Capital Advisors, LLC | 3,759 | $416.0K | 0.10% | −1,807−32.5% | Reduced |
| Quantum Private Wealth, LLC | 4,314 | $416.0K | 0.18% | 00.0% | Unchanged |
| jvl associates llc | 3,760 | $417.0K | 0.26% | +49+1.3% | Added |
| Stillwater Investment Management, LLC | 3,765 | $418.0K | 0.11% | +10.0% | Added |
| Archford Capital Strategies, LLC | 3,792 | $419.0K | 0.09% | +30+0.8% | Added |
| Northeast Investment Management | 3,791 | $421.0K | 0.02% | +348+10.1% | Added |
| Prio Wealth Limited Partnership | 3,816 | $423.0K | 0.01% | −152−3.8% | Reduced |
| Samalin Investment Counsel, LLC | 3,812 | $423.0K | 0.26% | +358+10.4% | Added |
| Silverlake Wealth Management LLC | 3,821 | $424.0K | 0.24% | +396+11.6% | Added |
| Searle & Co. | 3,819 | $424.0K | 0.16% | 00.0% | Unchanged |
| Peoples Bank | 3,831 | $425.0K | 0.21% | +534+16.2% | Added |
| FirstPurpose Wealth LLC | 3,833 | $425.0K | 0.33% | +848+28.4% | Added |
| Rowland & Co Investment Counsel | 3,844 | $426.5K | 0.10% | +401+11.6% | Added |
| Curated Wealth Partners LLC | 4,128 | $427.0K | 0.14% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,852 | $427.0K | 0.20% | +424+12.4% | Added |
| Financial Advocates Investment Management | 3,855 | $428.0K | 0.03% | −81,745−95.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,868 | $429.0K | 0.10% | −3,359−46.5% | Reduced |
| Stanley-Laman Group, Ltd. | 3,867 | $429.0K | 0.06% | +3,867 | New |
| CVA Family Office, LLC | 3,879 | $430.0K | 0.10% | +1,407+56.9% | Added |
| Transform Wealth, LLC | 3,886 | $431.0K | 0.05% | −106−2.7% | Reduced |
| Almanack Investment Partners, LLC. | 3,865 | $431.0K | 0.04% | −5−0.1% | Reduced |
| DRW Securities, LLC | 3,900 | $433.0K | 0.11% | +784+25.2% | Added |
| Schmidt P J Investment Management Inc | 4,165 | $435.0K | 0.10% | −60−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 3,920 | $435.0K | 0.07% | +26+0.7% | Added |
| Iron Financial, LLC | 3,933 | $436.0K | 0.20% | −249−6.0% | Reduced |
| Lakeview Capital Partners, LLC | 3,936 | $437.0K | 0.22% | −148−3.6% | Reduced |
| Resonant Capital Advisors, LLC | 3,862 | $437.0K | 0.06% | +3,862 | New |
| Guyasuta Investment Advisors Inc | 3,947 | $438.0K | 0.03% | +140+3.7% | Added |
| Peoples Financial Services Corp. | 4,029 | $447.0K | 0.19% | −591−12.8% | Reduced |
| Capital Planning Advisors, LLC | 4,048 | $449.0K | 0.10% | +511+14.4% | Added |
| First Citizens Financial Corp | 4,060 | $450.0K | 0.34% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 4,061 | $451.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,055 | $452.0K | 0.08% | +85+2.1% | Added |
| Hedges Asset Management LLC | 4,100 | $455.0K | 0.35% | +300+7.9% | Added |
| Claro Advisors LLC | 4,431 | $458.0K | 0.16% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,154 | $461.0K | 0.15% | −197−4.5% | Reduced |
| Regent Investment Management LLC | 4,157 | $461.0K | 0.11% | −100−2.3% | Reduced |
| Brown Advisory Securities, LLC | 4,161 | $462.0K | 0.27% | −379−8.3% | Reduced |
| ACT Advisors, LLC. | 4,173 | $463.0K | 0.30% | +10+0.2% | Added |
| Saiph Capital, LLC | 4,177 | $463.4K | 0.31% | +158+3.9% | Added |
| Independent Financial Group, LLC | 4,180 | $463.9K | 0.04% | +653+18.5% | Added |
| Peterson Wealth Services | 4,182 | $464.0K | 0.29% | +1,222+41.3% | Added |
| Carlson Capital Management | 4,196 | $466.0K | 0.04% | +510+13.8% | Added |
| LGL Partners, LLC | 4,204 | $466.0K | 0.06% | +1,330+46.3% | Added |
| Cadence Bank NA | 4,211 | $467.0K | 0.13% | −711−14.4% | Reduced |
| Twin Lakes Capital Management, LLC | 4,222 | $468.0K | 0.26% | +8+0.2% | Added |
| Point72 Hong Kong Ltd | 4,229 | $469.0K | 0.04% | −81,907−95.1% | Reduced |
| Simmons Bank | 4,227 | $469.0K | 0.04% | +382+9.9% | Added |
| Wealthcare Advisory Partners LLC | 4,226 | $469.0K | 0.03% | +464+12.3% | Added |
| Keebeck Wealth Management, LLC | 4,223 | $471.0K | 0.08% | 00.0% | Unchanged |
| Capital Square, LLC | 4,251 | $471.0K | 0.34% | +318+8.1% | Added |
| White Pine Capital LLC | 4,265 | $473.0K | 0.15% | +1,405+49.1% | Added |
| LMR Partners LLP | 4,267 | $473.0K | 0.01% | +4,267 | New |
| Bard Financial Services, Inc. | 4,290 | $476.0K | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 4,287 | $476.0K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,306 | $478.0K | 0.18% | +563+15.0% | Added |
| Tarbox Family Office, Inc. | 4,347 | $482.0K | 0.10% | −340−7.3% | Reduced |
| Raleigh Capital Management Inc. | 4,344 | $482.0K | 0.26% | +1,103+34.0% | Added |
| Cypress Capital Group | 4,359 | $484.0K | 0.06% | +468+12.0% | Added |
| EP Wealth Advisors, LLC | 4,372 | $485.0K | 0.01% | −727−14.3% | Reduced |
| Smith Shellnut Wilson LLC | 4,376 | $486.0K | 0.25% | +3+0.1% | Added |
| Interchange Capital Partners, LLC | 4,381 | $486.0K | 0.50% | +513+13.3% | Added |