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, 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 | 2,150 | $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, 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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 16,849 | $1.36M | 1.18% | +16,849 | New |
| Lederer & Associates Investment Counsel | 16,869 | $1.36M | 1.15% | −226−1.3% | Reduced |
| AXS Investments LLC | 16,880 | $1.36M | 0.53% | −844−4.8% | Reduced |
| Schulhoff & Co Inc | 16,915 | $1.36M | 0.71% | −425−2.5% | Reduced |
| OPSEU Pension Plan Trust Fund | 16,661 | $1.37M | 0.36% | +317+1.9% | Added |
| Core Alternative Capital | 17,028 | $1.38M | 0.22% | +3,900+29.7% | Added |
| Loudon Investment Management, LLC | 17,038 | $1.38M | 1.09% | +5,319+45.4% | Added |
| Argent Advisors, Inc. | 17,138 | $1.38M | 0.81% | +10,215+147.6% | Added |
| Meeder Asset Management Inc | 17,149 | $1.39M | 0.08% | −1,446−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 17,201 | $1.39M | 0.06% | +3,293+23.7% | Added |
| Fulton Bank, N.A. | 17,323 | $1.40M | 0.08% | +1,116+6.9% | Added |
| Regatta Capital Group, LLC | 15,592 | $1.40M | 0.57% | +2,495+19.1% | Added |
| Herbst Group, LLC | 17,500 | $1.41M | 1.16% | +1,500+9.4% | Added |
| Canandaigua National Corp | 17,526 | $1.42M | 0.25% | +1,526+9.5% | Added |
| Scott & Selber, Inc. | 17,684 | $1.43M | 0.69% | +11+0.1% | Added |
| 44 Wealth Management LLC | 17,689 | $1.43M | 0.59% | +5,241+42.1% | Added |
| IMA Wealth, Inc. | 17,905 | $1.45M | 0.39% | −1,500−7.7% | Reduced |
| Element Capital Management LLC | 17,946 | $1.45M | 0.69% | 00.0% | Unchanged |
| Spinnaker Trust | 18,036 | $1.46M | 0.12% | −34,631−65.8% | Reduced |
| Lakeside Advisors, INC. | 18,069 | $1.46M | 1.31% | +9,808+118.7% | Added |
| Parallel Advisors, LLC | 18,209 | $1.47M | 0.07% | +4,095+29.0% | Added |
| First Hawaiian Bank | 18,246 | $1.47M | 0.06% | +513+2.9% | Added |
| Charter Oak Capital Management, LLC | 18,376 | $1.48M | 0.24% | −245−1.3% | Reduced |
| Belpointe Asset Management LLC | 18,418 | $1.49M | 0.10% | +4,864+35.9% | Added |
| Dynamic Advisor Solutions LLC | 18,444 | $1.49M | 0.11% | +1,101+6.3% | Added |
| Condor Capital Management | 18,475 | $1.49M | 0.19% | +185+1.0% | Added |
| Pictet Bank & Trust Ltd | 18,640 | $1.51M | 1.93% | −13,288−41.6% | Reduced |
| AIMZ Investment Advisors, LLC | 18,651 | $1.51M | 0.76% | +40.0% | Added |
| Banco de Sabadell, S.A | 18,750 | $1.51M | 1.25% | +228+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 18,778 | $1.52M | 0.12% | +1,907+11.3% | Added |
| Searle & Co. | 18,819 | $1.52M | 0.58% | −500−2.6% | Reduced |
| New England Research & Management, Inc. | 18,864 | $1.52M | 0.96% | −235−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 18,921 | $1.53M | 0.03% | −7,074−27.2% | Reduced |
| Longfellow Investment Management Co LLC | 18,923 | $1.53M | 0.31% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 18,783 | $1.53M | 0.03% | −75−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,783 | $1.53M | 0.03% | −75−0.4% | Reduced |
| Connolly Sarah T. | 18,995 | $1.53M | 1.12% | +284+1.5% | Added |
| Autumn Glory Partners, LLC | 19,005 | $1.53M | 1.03% | +15,766+486.8% | Added |
| Epiq Partners, LLC | 19,109 | $1.54M | 0.95% | +1,283+7.2% | Added |
| Colrain Capital LLC | 19,100 | $1.55M | 2.59% | +100+0.5% | Added |
| NBT Bank N A | 19,299 | $1.56M | 0.25% | −20−0.1% | Reduced |
| Telemus Capital, LLC | 19,324 | $1.56M | 0.16% | +1,590+9.0% | Added |
| Access Financial Services, Inc. | 19,333 | $1.56M | 1.01% | +523+2.8% | Added |
| Patten Group, Inc. | 19,010 | $1.57M | 0.54% | −3,037−13.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 19,325 | $1.57M | 0.18% | −550−2.8% | Reduced |
| HBK Sorce Advisory LLC | 19,493 | $1.57M | 0.11% | +3,929+25.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 19,567 | $1.58M | 0.62% | −798−3.9% | Reduced |
| Desjardins Global Asset Management Inc. | 19,581 | $1.58M | 0.20% | +719+3.8% | Added |
| American Trust | 19,679 | $1.59M | 0.13% | −1,998−9.2% | Reduced |
| Trust Co of Oklahoma | 19,735 | $1.59M | 0.80% | +358+1.8% | Added |
| Strategic Financial Services, Inc, | 19,759 | $1.60M | 0.14% | −1,092−5.2% | Reduced |
| AdvisorNet Financial, Inc | 19,778 | $1.60M | 0.16% | −123−0.6% | Reduced |
| Sandy Spring Bank | 19,886 | $1.60M | 0.10% | +595+3.1% | Added |
| Credit Agricole S A | 19,923 | $1.61M | 0.05% | +3,755+23.2% | Added |
| 1st Source Bank | 19,935 | $1.61M | 0.12% | +70+0.4% | Added |
| Voya Financial Advisors, Inc. | 19,606 | $1.61M | 0.21% | +558+2.9% | Added |
| IFG Advisory, LLC | 20,043 | $1.62M | 0.15% | +3,284+19.6% | Added |
| Virtu Financial LLC | 20,051 | $1.62M | 0.15% | −33,264−62.4% | Reduced |
| Wunderlich Capital Managemnt | 20,144 | $1.63M | 1.04% | +446+2.3% | Added |
| Griffin Asset Management, Inc. | 20,245 | $1.64M | 0.27% | −69−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,338 | $1.64M | 0.22% | +2,791+15.9% | Added |
| Valeo Financial Advisors, LLC | 20,418 | $1.65M | 0.11% | +5,012+32.5% | Added |
| Profund Advisors LLC | 20,436 | $1.65M | 0.12% | −1,747−7.9% | Reduced |
| NTV Asset Management LLC | 20,429 | $1.65M | 0.35% | −1,010−4.7% | Reduced |
| Liberty One Investment Management, LLC | 20,455 | $1.65M | 0.27% | +6,499+46.6% | Added |
| Sicart Associates LLC | 20,306 | $1.65M | 0.59% | −3,145−13.4% | Reduced |
| Game Creek Capital, LP | 20,500 | $1.66M | 1.11% | +750+3.8% | Added |
| Arkadios Wealth Advisors | 20,572 | $1.66M | 0.25% | +17,648+603.6% | Added |
| Clearstead Advisors, LLC | 20,638 | $1.67M | 0.15% | +80.0% | Added |
| Drexel Morgan & Co. | 20,701 | $1.67M | 0.40% | +480+2.4% | Added |
| Albion Financial Group | 20,846 | $1.68M | 0.17% | −854−3.9% | Reduced |
| Charles Schwab Trust Co | 20,955 | $1.69M | 0.28% | −240−1.1% | Reduced |
| Capital Investment Advisors, LLC | 21,006 | $1.70M | 0.06% | −844−3.9% | Reduced |
| Fernwood Investment Management, LLC | 21,046 | $1.70M | 0.72% | −200−0.9% | Reduced |
| Tevis Investment Management | 22,794 | $1.70M | 1.66% | +3,430+17.7% | Added |
| Williams Jones Wealth Management, LLC. | 21,099 | $1.70M | 0.03% | −1,670−7.3% | Reduced |
| Allworth Financial LP | 21,112 | $1.71M | 0.02% | −2,273−9.7% | Reduced |
| Greenleaf Trust | 21,156 | $1.71M | 0.03% | +5,186+32.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 20,724 | $1.72M | 1.13% | +2,353+12.8% | Added |
| Laurel Wealth Advisors, Inc. | 21,262 | $1.72M | 0.18% | +15,874+294.6% | Added |
| Eqis Capital Management, Inc. | 21,406 | $1.73M | 0.20% | −1,651−7.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,414 | $1.73M | 0.20% | +1,649+8.3% | Added |
| Terry L. Blaker | 21,528 | $1.74M | 0.17% | −14,226−39.8% | Reduced |
| Ritholtz Wealth Management | 21,584 | $1.74M | 0.09% | +14,964+226.0% | Added |
| VELA Investment Management, LLC | 21,595 | $1.74M | 0.99% | +900+4.3% | Added |
| Meritage Portfolio Management | 21,623 | $1.75M | 0.14% | +21,623 | New |
| Summit Financial, LLC | 21,463 | $1.75M | 0.17% | +3,905+22.2% | Added |
| CIBC World Markets Corp | 21,686 | $1.75M | 0.02% | −88,967−80.4% | Reduced |
| Tealwood Asset Management Inc | 21,753 | $1.76M | 0.95% | +489+2.3% | Added |
| AlphaCrest Capital Management LLC | 21,826 | $1.76M | 0.11% | +13,659+167.2% | Added |
| Trexquant Investment LP | 21,845 | $1.76M | 0.06% | −12,953−37.2% | Reduced |
| Rodgers Brothers Inc. | 21,929 | $1.77M | 0.38% | −350−1.6% | Reduced |
| Connectus Wealth, LLC | 22,099 | $1.78M | 0.04% | −19,935−47.4% | Reduced |
| BFSG, LLC | 22,090 | $1.78M | 0.38% | +371+1.7% | Added |
| Northwest Investment Counselors, LLC | 22,342 | $1.80M | 0.59% | +168+0.8% | Added |
| LMCG Investments, LLC | 22,372 | $1.81M | 0.13% | −1,205−5.1% | Reduced |
| Boothbay Fund Management, LLC | 22,413 | $1.81M | 0.06% | −11,033−33.0% | Reduced |
| WC Walker & Associates, Inc. | 21,197 | $1.81M | 1.03% | −1,151−5.2% | Reduced |
| Larson Financial Group LLC | 22,411 | $1.81M | 0.26% | +19,655+713.2% | Added |
| Flputnam Investment Management Co | 22,429 | $1.81M | 0.07% | −1,031−4.4% | Reduced |