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, Q3 2022
Institutional positions in Medtronic plc as of Sep 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
- 1,941
- −60 vs. Q2 2022
- Shares held
- 1.09B
- +16.4M (+1.5%) vs. Q2 2022
- Total value
- $87.9B
- −$8.23B (−8.6%) vs. Q2 2022
- New holders
- 89
- 917 more added
- Sold out
- 149
- 710 more reduced
34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,149 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 3 | $0 | 0.00% | −134−97.8% | Reduced |
| Siena Capital LLC | 5 | $0 | 0.00% | −100−95.2% | Reduced |
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 16 | $1.00K | 0.00% | +16 | New |
| McClarren Financial Advisors, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Strategic Asset Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $1.94K | 0.00% | +24 | New |
| Cedar Wealth Management, LLC | 20 | $2.00K | 0.00% | −8−28.6% | Reduced |
| Spartan Planning & Wealth Management | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 22 | $2.00K | 0.00% | +1+4.8% | Added |
| EdgeRock Capital LLC | 23 | $2.00K | 0.00% | +23 | New |
| James Investment Research Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 34 | $3.00K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 41 | $3.31K | 0.00% | +41 | New |
| Fortis Advisors, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 65 | $5.00K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 70 | $5.79K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 80 | $6.00K | 0.01% | +1+1.3% | Added |
| Moser Wealth Advisors, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 80 | $6.00K | 0.00% | +20+33.3% | Added |
| Operose Advisors LLC | 85 | $7.00K | 0.00% | −500−85.5% | Reduced |
| C M Bidwell & Associates Ltd | 91 | $7.00K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 95 | $7.67K | 0.00% | −15−13.6% | Reduced |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 101 | $8.00K | 0.01% | +1+1.0% | Added |
| Private Ocean, LLC | 110 | $8.00K | 0.00% | +110 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $8.00K | 0.00% | +100 | New |
| PFS Partners, LLC | 105 | $8.51K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $9.00K | 0.01% | −5−4.1% | Reduced |
| Laurel Wealth Advisors LLC | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 109 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 140 | $11.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 146 | $12.0K | 0.00% | −32−18.0% | Reduced |
| Western Pacific Wealth Management, LP | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 171 | $13.8K | 0.01% | +171 | New |
| Grayhawk Investment Strategies Inc. | 127 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 170 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 186 | $15.0K | 0.01% | −1,574−89.4% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $15.0K | 0.20% | 00.0% | Unchanged |
| American Research & Management Co. | 180 | $15.0K | 0.00% | +15+9.1% | Added |
| SOA Wealth Advisors, LLC. | 207 | $16.0K | 0.00% | −8−3.7% | Reduced |
| Win Advisors, Inc | 201 | $16.0K | 0.01% | −2−1.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 196 | $16.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 194 | $16.0K | 0.00% | +75+63.0% | Added |
| Hallmark Capital Management Inc | 200 | $16.0K | 0.00% | +200 | New |
| WR Wealth Planners, LLC | 206 | $16.6K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 211 | $17.0K | 0.00% | −211−50.0% | Reduced |
| Knuff & Co LLC | 215 | $17.0K | 0.01% | −165−43.4% | Reduced |
| Tradewinds Capital Management, LLC | 215 | $17.0K | 0.01% | +2+0.9% | Added |
| Byrne Asset Management LLC | 225 | $18.0K | 0.01% | −100−30.8% | Reduced |
| Syverson Strege & Co | 223 | $18.0K | 0.01% | −79−26.2% | Reduced |
| Red Cedar Capital, LLC | 229 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 222 | $18.0K | 0.00% | +100+82.0% | Added |
| Mach-1 Financial Group, Inc. | 229 | $18.0K | 0.02% | +29+14.5% | Added |
| PYA Waltman Capital, LLC | 241 | $19.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 251 | $20.0K | 0.01% | −92−26.8% | Reduced |
| CKW Financial Group | 250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 251 | $20.0K | 0.03% | +250+25,000.0% | Added |
| Tucker Asset Management LLC | 236 | $20.6K | 0.01% | +88+59.5% | Added |
| JCIC Asset Management Inc. | 235 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 272 | $22.0K | 0.02% | −2,765−91.0% | Reduced |
| Clearview Wealth Advisors LLC | 274 | $22.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 282 | $22.8K | 0.01% | +13+4.8% | Added |
| Tompkins Financial Corp | 280 | $23.0K | 0.00% | −956−77.3% | Reduced |
| Gables Capital Management Inc. | 289 | $23.0K | 0.02% | −70−19.5% | Reduced |
| Kenfarb & Co. | 281 | $23.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 291 | $23.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 294 | $24.0K | 0.02% | −75−20.3% | Reduced |
| Tortoise Investment Management, LLC | 303 | $24.0K | 0.00% | −54−15.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 297 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $24.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 295 | $24.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 308 | $24.9K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 310 | $25.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 322 | $26.0K | 0.01% | −43−11.8% | Reduced |
| Institutional & Family Asset Management, LLC | 327 | $26.0K | 0.00% | +5+1.6% | Added |
| Lee Financial Co | 335 | $27.0K | 0.01% | −123−26.9% | Reduced |
| Beacon Capital Management, LLC | 313 | $28.0K | 0.01% | −37−10.6% | Reduced |
| Antonetti Capital Management LLC | 350 | $28.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 351 | $28.0K | 0.01% | +129+58.1% | Added |
| Community Bank, N.A. | 360 | $29.0K | 0.00% | −86−19.3% | Reduced |
| Mascoma Wealth Management LLC | 362 | $29.0K | 0.01% | −24−6.2% | Reduced |
| West Branch Capital LLC | 377 | $30.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $32.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 400 | $32.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $32.0K | 0.01% | +90+29.0% | Added |
| Aspire Private Capital, LLC | 412 | $33.0K | 0.01% | +59+16.7% | Added |
| Castle Wealth Management LLC | 414 | $34.0K | 0.02% | +101+32.3% | Added |