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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 51,088 | $5.67M | 0.51% | +3,438+7.2% | Added |
| Needham Investment Management LLC | 51,041 | $5.66M | 0.82% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 50,719 | $5.63M | 0.22% | +1,838+3.8% | Added |
| Berger Financial Group, Inc | 50,416 | $5.59M | 0.71% | −6,256−11.0% | Reduced |
| Clark Estates Inc | 50,000 | $5.55M | 0.88% | +50,000 | New |
| Wealth Advisory Solutions, LLC | 49,967 | $5.54M | 1.15% | +49,967 | New |
| Frontier Wealth Management LLC | 49,982 | $5.53M | 0.07% | −517−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 49,400 | $5.48M | 0.05% | −700−1.4% | Reduced |
| Jacobs & Co | 48,958 | $5.43M | 0.60% | +1,033+2.2% | Added |
| Rench Wealth Management, Inc. | 48,936 | $5.43M | 2.47% | +2,076+4.4% | Added |
| Richelieu Gestion PLC | 48,833 | $5.42M | 4.31% | +48,833 | New |
| Illinois Municipal Retirement Fund | 48,762 | $5.41M | 0.16% | +31,192+177.5% | Added |
| Smithbridge Asset Management Inc | 48,747 | $5.41M | 1.79% | +2,632+5.7% | Added |
| Howe & Rusling Inc | 48,680 | $5.40M | 0.62% | +26,473+119.2% | Added |
| Davis-Rea Ltd. | 21,744 | $5.38M | 2.83% | +9,884+83.3% | Added |
| 1623 Capital LLC | 48,000 | $5.33M | 2.76% | 00.0% | Unchanged |
| Headinvest, LLC | 47,784 | $5.30M | 1.01% | −97−0.2% | Reduced |
| Martin Capital Partners, LLC | 47,481 | $5.27M | 2.41% | +13,916+41.5% | Added |
| Veritable, L.P. | 46,654 | $5.18M | 0.08% | +1,385+3.1% | Added |
| Advisor Partners LLC | 46,434 | $5.15M | 0.32% | −2,346−4.8% | Reduced |
| Investment House LLC | 46,416 | $5.15M | 0.38% | −565−1.2% | Reduced |
| Boston Research & Management Inc | 46,255 | $5.13M | 1.49% | +1,277+2.8% | Added |
| Miracle Mile Advisors, LLC | 46,180 | $5.12M | 0.22% | −3,175−6.4% | Reduced |
| Cheviot Value Management, LLC | 46,187 | $5.12M | 1.09% | +8,691+23.2% | Added |
| Richard Bernstein Advisors LLC | 46,159 | $5.12M | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 45,963 | $5.10M | 0.04% | −3,747−7.5% | Reduced |
| Chartwell Investment Partners, LLC | 45,883 | $5.09M | 0.17% | −6,207−11.9% | Reduced |
| Oak Harvest Investment Services | 45,789 | $5.08M | 1.26% | −1,962−4.1% | Reduced |
| Benson Investment Management Company, Inc. | 45,433 | $5.04M | 2.53% | +110+0.2% | Added |
| JustInvest LLC | 45,434 | $5.04M | 0.24% | +24,856+120.8% | Added |
| Ally Financial Inc. | 45,000 | $4.99M | 0.58% | +10,000+28.6% | Added |
| Braun Stacey Associates Inc | 44,513 | $4.94M | 0.20% | −32,998−42.6% | Reduced |
| Verity & Verity, LLC | 44,497 | $4.94M | 0.68% | +4,044+10.0% | Added |
| Anchor Investment Management, LLC | 44,405 | $4.93M | 0.62% | +2,977+7.2% | Added |
| Managed Asset Portfolios, LLC | 44,214 | $4.91M | 0.67% | +44,214 | New |
| O'Shares Investment Advisers, LLC | 44,098 | $4.89M | 0.39% | +2,461+5.9% | Added |
| Advisory Services Network, LLC | 43,882 | $4.87M | 0.14% | +3,489+8.6% | Added |
| Ieq Capital, LLC | 43,827 | $4.86M | 0.12% | +13,508+44.6% | Added |
| Segall Bryant & Hamill, LLC | 43,695 | $4.86M | 0.05% | −2,077−4.5% | Reduced |
| First Washington CORP | 43,739 | $4.85M | 1.96% | +663+1.5% | Added |
| Old Second National Bank of Aurora | 43,725 | $4.85M | 1.22% | +7,237+19.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 43,522 | $4.83M | 2.85% | +1,995+4.8% | Added |
| Toroso Investments, LLC | 43,161 | $4.79M | 0.14% | +11,327+35.6% | Added |
| HB Wealth Management, LLC | 43,167 | $4.79M | 0.09% | +12,072+38.8% | Added |
| Focus Financial Network, Inc. | 42,359 | $4.73M | 0.33% | −35,685−45.7% | Reduced |
| Wolverine Trading, LLC | 42,248 | $4.71M | 0.14% | −13,503−24.2% | Reduced |
| Gamco Investors, Inc. Et Al | 42,308 | $4.69M | 0.04% | −1,679−3.8% | Reduced |
| Icon Wealth Partners, LLC | 42,246 | $4.69M | 0.47% | +383+0.9% | Added |
| Argyle Capital Management Inc. | 41,400 | $4.59M | 1.49% | −2,100−4.8% | Reduced |
| Rafferty Asset Management, LLC | 41,099 | $4.56M | 0.03% | −4,135−9.1% | Reduced |
| Fiduciary Group LLC | 44,634 | $4.49M | 0.59% | −11,792−20.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 40,416 | $4.48M | 0.61% | +12,855+46.6% | Added |
| Providence Capital Advisors, LLC | 40,200 | $4.46M | 1.18% | +40,175+160,700.0% | Added |
| Hodges Capital Management Inc. | 40,140 | $4.45M | 0.35% | +16,129+67.2% | Added |
| River Road Asset Management, LLC | 40,096 | $4.45M | 0.05% | −4,068−9.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 39,968 | $4.43M | 1.32% | +218+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 39,687 | $4.40M | 0.39% | +136+0.3% | Added |
| Sirios Capital Management L P | 39,559 | $4.39M | 0.58% | −6,667−14.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,412 | $4.37M | 0.02% | −150,762−79.3% | Reduced |
| Bank of Nova Scotia | 39,380 | $4.37M | 0.01% | +353+0.9% | Added |
| Horizon Investments, LLC | 39,119 | $4.34M | 0.12% | +4,896+14.3% | Added |
| Augustine Asset Management Inc | 38,976 | $4.32M | 2.17% | +260+0.7% | Added |
| Great Valley Advisor Group, Inc. | 39,704 | $4.30M | 0.25% | +1,165+3.0% | Added |
| Nomura Holdings Inc | 37,588 | $4.23M | 0.03% | +791+2.1% | Added |
| Claret Asset Management Corp | 38,081 | $4.22M | 0.81% | −10,542−21.7% | Reduced |
| Courier Capital LLC | 37,828 | $4.20M | 0.42% | −548−1.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 37,756 | $4.19M | 0.31% | −818−2.1% | Reduced |
| Minot Wealth Management LLC | 37,593 | $4.17M | 0.90% | −5,078−11.9% | Reduced |
| Baker Chad R | 37,550 | $4.17M | 0.94% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 37,476 | $4.16M | 2.00% | +17,129+84.2% | Added |
| Pettyjohn, Wood & White, Inc | 37,436 | $4.15M | 0.89% | +310+0.8% | Added |
| Roberts Wealth Advisors, LLC | 36,865 | $4.15M | 1.63% | +1,180+3.3% | Added |
| Financial & Tax Architects, LLC | 37,289 | $4.14M | 1.56% | +6,682+21.8% | Added |
| Nixon Peabody Trust Co | 37,274 | $4.14M | 1.42% | −2,035−5.2% | Reduced |
| Palisade Asset Management, LLC | 37,176 | $4.13M | 0.47% | +4,158+12.6% | Added |
| Pittenger & Anderson Inc | 37,020 | $4.11M | 0.20% | −1,096−2.9% | Reduced |
| Argent Trust Co | 36,858 | $4.09M | 0.25% | +838+2.3% | Added |
| Bridge Creek Capital Management LLC | 36,842 | $4.09M | 1.36% | +2,011+5.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,820 | $4.08M | 0.18% | −1,985−5.1% | Reduced |
| City Holding Co | 36,519 | $4.05M | 0.66% | −512−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 36,390 | $4.04M | 1.37% | +800+2.2% | Added |
| St. James Investment Advisors, LLC | 36,169 | $4.04M | 3.23% | +5,738+18.9% | Added |
| Park Avenue Securities LLC | 36,087 | $4.00M | 0.07% | +3,863+12.0% | Added |
| Terry L. Blaker | 35,768 | $3.97M | 0.32% | −159−0.4% | Reduced |
| Pendal Group Limited | 35,760 | $3.97M | 0.03% | −26−0.1% | Reduced |
| Investment Management of Virginia LLC | 35,680 | $3.96M | 0.70% | +2,073+6.2% | Added |
| Brewin Dolphin Ltd | 35,527 | $3.94M | 0.16% | +804+2.3% | Added |
| Ironwood Investment Counsel, LLC | 35,435 | $3.93M | 0.97% | +4,066+13.0% | Added |
| Holloway Wealth Management, LLC | – | $3.89M | 1.11% | – | – |
| Bray Capital Advisors | 35,089 | $3.89M | 1.00% | +1,276+3.8% | Added |
| Plimoth Trust Co LLC | 35,067 | $3.89M | 1.03% | +733+2.1% | Added |
| Sivik Global Healthcare LLC | 35,000 | $3.88M | 1.60% | +35,000 | New |
| A. D. Beadell Investment Counsel, Inc. | 34,990 | $3.88M | 2.57% | +450+1.3% | Added |
| GAM Holding AG | 34,743 | $3.85M | 0.19% | −70.0% | Reduced |
| Okabena Investment Services Inc | 34,340 | $3.83M | 1.62% | −1,321−3.7% | Reduced |
| Azzad Asset Management Inc | 34,521 | $3.83M | 0.55% | +4,697+15.7% | Added |
| Dowling & Yahnke LLC | 34,252 | $3.80M | 0.17% | +932+2.8% | Added |
| Peloton Wealth Strategists | 34,200 | $3.79M | 1.58% | −2,654−7.2% | Reduced |
| Kesler, Norman & Wride, LLC | 34,176 | $3.79M | 0.84% | +1,954+6.1% | Added |
| Edge Wealth Management LLC | 34,028 | $3.77M | 0.74% | −4,033−10.6% | Reduced |