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, Q2 2022
Institutional positions in Medtronic plc as of Jun 30, 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
- 2,035
- −51 vs. Q1 2022
- Shares held
- 1.07B
- −4.55M (−0.4%) vs. Q1 2022
- Total value
- $96.2B
- −$22.8B (−19.1%) vs. Q1 2022
- New holders
- 114
- 861 more added
- Sold out
- 165
- 811 more reduced
29 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 1,554 | $139.0K | 0.06% | +1,554 | New |
| Rosenberg Matthew Hamilton | 1,528 | $140.0K | 0.05% | +242+18.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,568 | $141.0K | 0.02% | +203+14.9% | Added |
| Centerpoint Advisors, LLC | 1,593 | $143.0K | 0.07% | +8+0.5% | Added |
| MCF Advisors LLC | 1,621 | $145.0K | 0.02% | +718+79.5% | Added |
| Castleview Partners, LLC | 1,623 | $145.7K | 0.14% | +98+6.4% | Added |
| Independence Bank of Kentucky | 1,652 | $148.0K | 0.07% | +84+5.4% | Added |
| Artemis Wealth Advisors, LLC | 1,724 | $155.0K | 0.04% | +1,724 | New |
| Magellan Asset Management Ltd | 1,754 | $157.0K | 0.00% | +370+26.7% | Added |
| Riverview Trust Co | 1,760 | $158.0K | 0.14% | +627+55.3% | Added |
| Private Capital Group, LLC | 1,783 | $161.0K | 0.12% | −328−15.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,793 | $161.0K | 0.07% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,812 | $163.0K | 0.11% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,977 | $167.0K | 0.12% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,873 | $168.0K | 0.08% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,887 | $169.4K | 0.01% | −129−6.4% | Reduced |
| Carolinas Wealth Consulting LLC | 9,619 | $170.0K | 0.04% | +7,786+424.8% | Added |
| Laurel Wealth Planning LLC | 1,900 | $171.0K | 0.12% | −600−24.0% | Reduced |
| Eagle Bay Advisors LLC | 2,015 | $180.8K | 0.11% | +2,015 | New |
| TFC Financial Management | 2,023 | $182.0K | 0.05% | +700+52.9% | Added |
| Birch Capital Management, LLC | 2,059 | $184.8K | 0.13% | −2,953−58.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,074 | $186.0K | 0.12% | +3+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,092 | $188.0K | 0.17% | +59+2.9% | Added |
| Total Clarity Wealth Management, Inc. | 2,144 | $192.0K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,155 | $193.0K | 0.03% | −473−18.0% | Reduced |
| Pacifica Partners Inc. | 2,157 | $196.0K | 0.14% | +10.0% | Added |
| Old Port Advisors | 2,212 | $200.0K | 0.08% | −147−6.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,242 | $201.0K | 0.09% | −48−2.1% | Reduced |
| Bulltick Wealth Management, LLC | 2,228 | $201.5K | 0.05% | −203−8.4% | Reduced |
| Red Cedar Investment Management, LLC | 2,265 | $203.0K | 0.03% | −673−22.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,278 | $204.0K | 0.26% | −408−15.2% | Reduced |
| Arvest Trust Co N A | 2,276 | $204.0K | 0.01% | +233+11.4% | Added |
| Sunburst Financial Group, LLC | 2,286 | $205.0K | 0.10% | −351−13.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,845 | $205.0K | 0.20% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,279 | $206.0K | 0.01% | −49,457−95.6% | Reduced |
| SS&H Financial Advisors, Inc. | 2,300 | $206.0K | 0.10% | −400−14.8% | Reduced |
| Sage Rhino Capital LLC | 2,296 | $206.0K | 0.08% | −365−13.7% | Reduced |
| LS Investment Advisors, LLC | 2,300 | $206.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,305 | $206.0K | 0.14% | +7+0.3% | Added |
| Private Capital Management LLC | 1,858 | $206.0K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,296 | $207.0K | 0.03% | −45−1.9% | Reduced |
| ERTS Wealth Advisors, LLC | 2,303 | $207.0K | 0.06% | +2,303 | New |
| Verus Capital Partners, LLC | 2,340 | $208.0K | 0.04% | −58−2.4% | Reduced |
| Henshaw Capital LLC | 2,348 | $210.7K | 0.01% | −940−28.6% | Reduced |
| First Command Bank | 2,350 | $211.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,350 | $211.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,360 | $212.0K | 0.01% | +2,360 | New |
| Standard Family Office LLC | 2,363 | $212.0K | 2.10% | +2,363 | New |
| Columbia Trust Co 01012016 | 2,374 | $213.0K | 0.11% | +15+0.6% | Added |
| Investors Asset Management of Georgia Inc | 2,383 | $214.0K | 0.11% | −648−21.4% | Reduced |
| Quent Capital, LLC | 2,385 | $214.0K | 0.05% | −364−13.2% | Reduced |
| Accurate Wealth Management, LLC | 2,390 | $214.0K | 0.12% | −50−2.0% | Reduced |
| Curated Wealth Partners LLC | 2,381 | $215.0K | 0.06% | −1,747−42.3% | Reduced |
| Retirement Capital Strategies | 2,390 | $215.0K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,410 | $216.0K | 0.20% | +32+1.3% | Added |
| Knights of Columbus Asset Advisors LLC | 2,407 | $216.0K | 0.02% | +2,407 | New |
| Peak Planning Group, LLC | 2,416 | $216.8K | 0.18% | +2,416 | New |
| Sustainable Insight Capital Management, LLC | 2,400 | $218.0K | 0.22% | +100+4.3% | Added |
| 55I, LLC | 2,441 | $219.0K | 0.01% | −5,073−67.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,435 | $219.0K | 0.22% | −347−12.5% | Reduced |
| Schechter Investment Advisors, LLC | 2,438 | $220.0K | 0.02% | −9,301−79.2% | Reduced |
| Hummer Financial Advisory Services Inc | 2,432 | $220.0K | 0.25% | −75−3.0% | Reduced |
| NTB Financial Corp | 2,452 | $220.0K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,457 | $221.0K | 0.05% | −718−22.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,465 | $221.0K | 0.21% | +11+0.4% | Added |
| Stanley-Laman Group, Ltd. | 2,471 | $222.0K | 0.04% | −1,396−36.1% | Reduced |
| Claris Advisors, LLC | 2,475 | $222.0K | 0.24% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,470 | $222.0K | 0.05% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 2,483 | $223.0K | 0.11% | −722−22.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,488 | $223.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,485 | $223.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,490 | $223.0K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,479 | $223.0K | 0.06% | +13+0.5% | Added |
| Westshore Wealth, LLC | 2,481 | $223.0K | 0.15% | +462+22.9% | Added |
| Bank of New Hampshire | 2,500 | $224.0K | 0.06% | −42−1.7% | Reduced |
| Ern LLC | 2,500 | $224.0K | 0.25% | +2,500 | New |
| Nicolet Bankshares Inc | 2,507 | $225.0K | 0.06% | −678−21.3% | Reduced |
| Shepherd Financial Partners LLC | 2,510 | $225.0K | 0.04% | −21−0.8% | Reduced |
| Empirical Finance, LLC | 2,512 | $225.0K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,505 | $225.0K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,512 | $225.0K | 0.22% | +2,512 | New |
| DSC Advisors, L.P. | 2,519 | $226.0K | 0.23% | −117−4.4% | Reduced |
| Redwood Financial Network Corp | 2,521 | $226.0K | 0.25% | −97−3.7% | Reduced |
| WD Rutherford LLC | 2,519 | $226.0K | 0.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,481 | $226.0K | 0.06% | +391+18.7% | Added |
| Epic Trust Investment Advisors, LLC | 2,513 | $226.0K | 0.43% | +437+21.1% | Added |
| Chicago Capital, LLC | 2,541 | $228.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,540 | $228.0K | 0.01% | +187+7.9% | Added |
| UMA Financial Services, Inc. | 2,455 | $229.0K | 0.07% | −294−10.7% | Reduced |
| Northstar Group, Inc. | 2,560 | $229.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,570 | $230.0K | 0.17% | −30−1.2% | Reduced |
| Albert D Mason Inc | 2,564 | $230.0K | 0.17% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 2,563 | $230.0K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 2,564 | $230.0K | 0.12% | +40+1.6% | Added |
| Alterity Financial Group, LLC | 2,567 | $230.0K | 0.34% | +2,567 | New |
| Signature Wealth Management Partners, LLC | 2,579 | $231.0K | 0.24% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,581 | $231.6K | 0.12% | −549−17.5% | Reduced |
| Murphy Capital Management Inc | 2,586 | $232.0K | 0.03% | −200−7.2% | Reduced |
| WMS Partners, LLC | 2,599 | $233.0K | 0.04% | −398−13.3% | Reduced |
| Veracity Capital LLC | 2,601 | $233.0K | 0.12% | −239−8.4% | Reduced |