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; 2,149 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
- 2,114
- +70 vs. Q4 2021
- Shares held
- 1.08B
- +1.19M (+0.1%) vs. Q4 2021
- Total value
- $119.8B
- +$7.81B (+7.0%) vs. Q4 2021
- New holders
- 204
- 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 74,624 | $8.28M | 0.28% | +12,627+20.4% | Added |
| Millennium Management LLC | 74,017 | $8.21M | 0.01% | −7,597−9.3% | Reduced |
| Brinker Capital Investments, LLC | 73,914 | $8.20M | 0.13% | −34,930−32.1% | Reduced |
| Alley Investment Management Company, LLC | 73,911 | $8.20M | 1.35% | +73,911 | New |
| Oak Associates, Ltd | 73,626 | $8.17M | 0.50% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 73,373 | $8.14M | 1.54% | +1,993+2.8% | Added |
| McCollum Christoferson Group LLC | 73,008 | $8.10M | 2.00% | +1,232+1.7% | Added |
| Cornerstone Advisors, LLC | 73,000 | $8.10M | 0.48% | −50,000−40.7% | Reduced |
| Hall Private Wealth Advisors | 72,891 | $8.09M | 4.32% | +22,793+45.5% | Added |
| Ledyard National Bank | 72,884 | $8.09M | 0.81% | +3,289+4.7% | Added |
| Kingsview Wealth Management, LLC | 72,449 | $8.04M | 0.35% | +3,044+4.4% | Added |
| American Assets Investment Management, LLC | 71,632 | $7.95M | 0.84% | +5,000+7.5% | Added |
| Shelter Mutual Insurance Co | 71,396 | $7.92M | 2.08% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 71,315 | $7.91M | 0.21% | +71,315 | New |
| Segment Wealth Management, LLC | 70,783 | $7.85M | 0.81% | +12,595+21.6% | Added |
| Allstate Corp | 70,692 | $7.84M | 0.21% | −66,315−48.4% | Reduced |
| Corbyn Investment Management Inc | 69,914 | $7.76M | 2.54% | −738−1.0% | Reduced |
| Logan Capital Management Inc | 69,784 | $7.74M | 0.37% | +5,488+8.5% | Added |
| First American Bank | 69,746 | $7.74M | 0.65% | +12,811+22.5% | Added |
| Pacer Advisors, Inc. | 69,106 | $7.67M | 0.06% | −1,378−2.0% | Reduced |
| Prospera Financial Services Inc | 69,123 | $7.67M | 0.32% | +7,424+12.0% | Added |
| First Nebraska Trust Co | 68,528 | $7.60M | 0.90% | +1,250+1.9% | Added |
| Country Club Bank | 68,105 | $7.60M | 0.66% | +68,105 | New |
| Berkshire Asset Management LLC | 68,464 | $7.60M | 0.48% | −1,483−2.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 67,539 | $7.59M | 1.31% | −1,310−1.9% | Reduced |
| Northern Oak Wealth Management Inc | 68,244 | $7.57M | 0.93% | +1,909+2.9% | Added |
| Ziegler Capital Management, LLC | 68,213 | $7.56M | 0.32% | −78,327−53.5% | Reduced |
| MainStreet Investment Advisors LLC | 67,751 | $7.52M | 0.70% | −502−0.7% | Reduced |
| Moors & Cabot, Inc. | 67,341 | $7.47M | 0.46% | +5,678+9.2% | Added |
| Monarch Capital Management Inc | 66,991 | $7.43M | 1.97% | +342+0.5% | Added |
| Toth Financial Advisory Corp | 66,937 | $7.43M | 1.11% | +1,102+1.7% | Added |
| NS Partners Ltd | 66,666 | $7.40M | 0.39% | −6,209−8.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 66,572 | $7.39M | 2.98% | +4,325+6.9% | Added |
| Pinnacle Associates Ltd | 66,559 | $7.38M | 0.13% | +10,154+18.0% | Added |
| McKinley Capital Management LLC /Delaware | 66,540 | $7.38M | 0.74% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 66,351 | $7.36M | 2.40% | +7,014+11.8% | Added |
| Linscomb & Williams, Inc. | 66,215 | $7.35M | 0.35% | +5,737+9.5% | Added |
| Kovitz Investment Group Partners, LLC | 66,034 | $7.33M | 0.14% | +3,028+4.8% | Added |
| American National Bank | 65,124 | $7.23M | 1.43% | −12,232−15.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 64,974 | $7.21M | 0.12% | +37,335+135.1% | Added |
| Alerus Financial NA | 64,804 | $7.19M | 0.61% | −127−0.2% | Reduced |
| TCTC Holdings, LLC | 64,656 | $7.17M | 0.29% | +2,647+4.3% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $7.16M | 0.22% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 64,440 | $7.15M | 3.16% | +3,625+6.0% | Added |
| Highland Capital Management, LLC | 64,338 | $7.14M | 0.43% | +33,360+107.7% | Added |
| Cetera Investment Advisers | 64,238 | $7.13M | 0.10% | +11,619+22.1% | Added |
| Vestmark Advisory Solutions, Inc. | 63,980 | $7.10M | 0.40% | +6,444+11.2% | Added |
| Banque Cantonale Vaudoise | 63,945 | $7.09M | 0.31% | +7,051+12.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 63,476 | $7.04M | 0.11% | +849+1.4% | Added |
| Vestor Capital, LLC | 63,403 | $7.04M | 0.70% | −64,316−50.4% | Reduced |
| Sonora Investment Management Group, LLC | 62,897 | $6.98M | 0.79% | +8,377+15.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 62,829 | $6.97M | 2.07% | +4,607+7.9% | Added |
| Fayez Sarofim & Co | 62,453 | $6.93M | 0.02% | −4,699−7.0% | Reduced |
| Scott Investment Partners LLP | 61,900 | $6.87M | 4.13% | +21,800+54.4% | Added |
| Nelson Capital Management, LLC | 61,251 | $6.80M | 1.33% | −1,745−2.8% | Reduced |
| Consolidated Investment Group LLC | 61,100 | $6.78M | 1.11% | +3,000+5.2% | Added |
| Round Hill Asset Management | 60,241 | $6.68M | 3.52% | −1,820−2.9% | Reduced |
| Schwerin Boyle Capital Management Inc | 60,000 | $6.66M | 0.55% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 59,526 | $6.61M | 0.01% | −190,585−76.2% | Reduced |
| Beach Investment Counsel Inc | 59,447 | $6.60M | 0.70% | −46,412−43.8% | Reduced |
| Atria Wealth Solutions, Inc. | 59,176 | $6.60M | 0.11% | +59,176 | New |
| Fiduciary Trust Co | 59,385 | $6.59M | 0.12% | −6,933−10.5% | Reduced |
| Benedict Financial Advisors Inc | 59,373 | $6.59M | 1.76% | −210.0% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $6.56M | 1.44% | 00.0% | Unchanged |
| Valley National Advisers Inc | 58,954 | $6.54M | 1.25% | +14,101+31.4% | Added |
| Value Partners Investments Inc. | 58,971 | $6.54M | 0.55% | 00.0% | Unchanged |
| Camden National Bank | 58,640 | $6.51M | 1.18% | +978+1.7% | Added |
| Hemenway Trust Co LLC | 58,559 | $6.50M | 0.62% | +56,237+2,421.9% | Added |
| Umb Bank N A | 58,199 | $6.46M | 0.09% | −100,499−63.3% | Reduced |
| Heritage Investors Management Corp | 58,155 | $6.45M | 0.26% | +1,520+2.7% | Added |
| Beese Fulmer Investment Management, Inc. | 58,065 | $6.44M | 0.70% | +4,665+8.7% | Added |
| Naples Global Advisors, LLC | 57,855 | $6.42M | 0.74% | +2,575+4.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,098 | $6.33M | 1.29% | 00.0% | Unchanged |
| Cetera Advisors LLC | 56,795 | $6.30M | 0.13% | +24,504+75.9% | Added |
| Independent Advisor Alliance | 56,713 | $6.29M | 0.30% | −20,544−26.6% | Reduced |
| Lane Generational LLC | 56,203 | $6.24M | 5.75% | +9,518+20.4% | Added |
| Tufton Capital Management | 55,845 | $6.20M | 1.00% | +49,242+745.8% | Added |
| Mattern Capital Management, LLC | 55,487 | $6.16M | 1.10% | +1,893+3.5% | Added |
| People's United Financial, Inc. | 55,389 | $6.14M | 0.17% | −6,403−10.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 55,101 | $6.11M | 1.65% | +360+0.7% | Added |
| Perennial Advisors, LLC | 55,001 | $6.10M | 1.62% | +840+1.6% | Added |
| Siemens Fonds Invest GmbH | 54,972 | $6.10M | 0.50% | +380+0.7% | Added |
| Stokes Capital Advisors, LLC | 54,877 | $6.09M | 1.77% | +6,996+14.6% | Added |
| Regentatlantic Capital LLC | 54,822 | $6.08M | 0.17% | −1,736−3.1% | Reduced |
| Parcion Private Wealth LLC | 54,328 | $6.03M | 0.56% | −3,767−6.5% | Reduced |
| O'Brien Greene & Co. Inc | 54,265 | $6.02M | 1.99% | +2,153+4.1% | Added |
| BerganKDV Wealth Management, LLC | 53,756 | $5.96M | 0.64% | −15,313−22.2% | Reduced |
| Somerset Trust Co | 53,414 | $5.93M | 2.29% | −624−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 53,044 | $5.88M | 0.24% | +619+1.2% | Added |
| Leuthold Group, LLC | 52,944 | $5.87M | 0.75% | +52,944 | New |
| Cardinal Capital Management | 52,888 | $5.87M | 1.19% | +2,012+4.0% | Added |
| Regal Investment Advisors LLC | 52,891 | $5.87M | 0.54% | +5,079+10.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 52,744 | $5.85M | 0.02% | +17,543+49.8% | Added |
| LGT Fund Management Co Ltd. | 51,538 | $5.80M | 0.77% | +51,538 | New |
| Capital Analysts, LLC | 52,090 | $5.78M | 0.37% | +2,936+6.0% | Added |
| HSBC Holdings PLC | 51,379 | $5.76M | 0.01% | −193,653−79.0% | Reduced |
| Aptus Capital Advisors, LLC | 51,736 | $5.74M | 0.18% | +7,427+16.8% | Added |
| Boothbay Fund Management, LLC | 51,517 | $5.72M | 0.19% | −33,489−39.4% | Reduced |
| HM Payson & Co | 51,440 | $5.71M | 0.13% | −8,461−14.1% | Reduced |
| Spinnaker Trust | 51,192 | $5.68M | 0.38% | +3,775+8.0% | Added |