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
- 1,940
- −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
- 916 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 | 2,256 | $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, 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 |
|---|---|---|---|---|---|
| First Washington CORP | 43,578 | $3.52M | 1.77% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 43,588 | $3.52M | 0.14% | +17,513+67.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 43,335 | $3.53M | 1.81% | +12,552+40.8% | Added |
| Regentatlantic Capital LLC | 43,740 | $3.53M | 0.11% | −5,643−11.4% | Reduced |
| Park Avenue Securities LLC | 43,820 | $3.54M | 0.07% | +2,486+6.0% | Added |
| Advisory Services Network, LLC | 43,952 | $3.55M | 0.13% | −273−0.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 44,322 | $3.58M | 2.65% | +800+1.8% | Added |
| Umb Bank N A | 44,396 | $3.58M | 0.06% | −5,473−11.0% | Reduced |
| Sirios Capital Management L P | 44,741 | $3.61M | 0.67% | +10,219+29.6% | Added |
| Blackhawk Capital Partners LLC. | 44,807 | $3.62M | 2.99% | +44,807 | New |
| Berger Financial Group, Inc | 45,214 | $3.65M | 0.54% | +40,211+803.7% | Added |
| HM Payson & Co | 45,568 | $3.68M | 0.10% | −4,536−9.1% | Reduced |
| Jacobs & Co | 45,865 | $3.70M | 0.53% | −553−1.2% | Reduced |
| Anchor Investment Management, LLC | 46,518 | $3.76M | 0.58% | +1,296+2.9% | Added |
| Engineers Gate Manager LP | 46,560 | $3.76M | 0.23% | −26,596−36.4% | Reduced |
| Stokes Capital Advisors, LLC | 46,685 | $3.77M | 1.40% | −6,553−12.3% | Reduced |
| JustInvest LLC | 47,150 | $3.81M | 0.17% | +7,027+17.5% | Added |
| Chartwell Investment Partners, LLC | 47,170 | $3.81M | 0.16% | +9,325+24.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,617 | $3.85M | 0.36% | +1,783+3.9% | Added |
| Cheviot Value Management, LLC | 47,664 | $3.85M | 1.05% | +407+0.9% | Added |
| 1623 Capital LLC | 48,000 | $3.88M | 2.59% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 47,800 | $3.89M | 1.17% | +4,400+10.1% | Added |
| Laurion Capital Management LP | 48,253 | $3.90M | 0.11% | +48,253 | New |
| Headinvest, LLC | 48,768 | $3.94M | 0.94% | +940+2.0% | Added |
| Susquehanna International Group, LLP | 48,808 | $3.94M | 0.01% | −209,897−81.1% | Reduced |
| Ethic Inc. | 49,055 | $3.96M | 0.27% | +15,898+47.9% | Added |
| Money Concepts Capital Corp | 49,074 | $3.96M | 0.23% | +21,499+78.0% | Added |
| First Citizens Bank & Trust Co | 49,285 | $3.98M | 0.13% | +452+0.9% | Added |
| Everett Harris & Co | 49,358 | $3.99M | 0.07% | −94,097−65.6% | Reduced |
| Financial & Tax Architects, LLC | 49,608 | $4.01M | 1.50% | +5,910+13.5% | Added |
| Rench Wealth Management, Inc. | 50,308 | $4.06M | 2.28% | +359+0.7% | Added |
| Pinnacle Associates Ltd | 50,561 | $4.08M | 0.09% | −12,890−20.3% | Reduced |
| Oak Harvest Investment Services | 50,569 | $4.08M | 1.09% | +865+1.7% | Added |
| Smithbridge Asset Management Inc | 50,790 | $4.10M | 1.68% | +1,879+3.8% | Added |
| Balyasny Asset Management LLC | 50,916 | $4.11M | 0.02% | −1,162,482−95.8% | Reduced |
| Boston Research & Management Inc | 51,010 | $4.12M | 1.40% | +3,550+7.5% | Added |
| Needham Investment Management LLC | 51,041 | $4.12M | 0.81% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 48,521 | $4.15M | 1.76% | +10,997+29.3% | Added |
| Value Partners Investments Inc. | 51,363 | $4.16M | 0.41% | −6,458−11.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 51,531 | $4.16M | 0.71% | +7,295+16.5% | Added |
| Martin Capital Partners, LLC | 51,595 | $4.17M | 1.93% | +2,441+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 52,298 | $4.22M | 0.01% | +955+1.9% | Added |
| Los Angeles Capital Management LLC | 52,317 | $4.22M | 0.02% | −51,266−49.5% | Reduced |
| Addenda Capital Inc. | 51,949 | $4.23M | 0.19% | +51,949 | New |
| Somerville Kurt F | 52,923 | $4.27M | 0.86% | +7,578+16.7% | Added |
| United Services Automobile Association | 53,212 | $4.30M | 0.12% | +1,644+3.2% | Added |
| Kestra Private Wealth Services, LLC | 53,802 | $4.34M | 0.25% | +5,084+10.4% | Added |
| Siemens Fonds Invest GmbH | 53,808 | $4.34M | 0.50% | −830−1.5% | Reduced |
| Somerset Trust Co | 53,994 | $4.36M | 2.03% | +258+0.5% | Added |
| Stoneridge Investment Partners LLC | 54,104 | $4.37M | 2.57% | +17,149+46.4% | Added |
| Verity & Verity, LLC | 54,241 | $4.38M | 0.71% | +6,887+14.5% | Added |
| Fiduciary Trust Co | 54,574 | $4.41M | 0.10% | −1,516−2.7% | Reduced |
| HB Wealth Management, LLC | 54,731 | $4.42M | 0.09% | +5,615+11.4% | Added |
| Ally Financial Inc. | 55,000 | $4.44M | 0.73% | +10,000+22.2% | Added |
| Wealth Advisory Solutions, LLC | 55,262 | $4.46M | 1.23% | −7,458−11.9% | Reduced |
| Cardinal Capital Management | 55,715 | $4.50M | 1.06% | +2,039+3.8% | Added |
| Intech Investment Management LLC | 55,852 | $4.51M | 0.03% | −20,418−26.8% | Reduced |
| Fayez Sarofim & Co | 55,945 | $4.52M | 0.02% | −1,719−3.0% | Reduced |
| Allstate Corp | 56,129 | $4.53M | 0.13% | +8,720+18.4% | Added |
| Kingsview Wealth Management, LLC | 56,297 | $4.55M | 0.22% | +975+1.8% | Added |
| JB Capital LLC | 56,461 | $4.56M | 0.50% | +56,461 | New |
| Parcion Private Wealth LLC | 56,482 | $4.56M | 0.52% | +14,838+35.6% | Added |
| BerganKDV Wealth Management, LLC | 56,508 | $4.56M | 0.55% | +1,219+2.2% | Added |
| Running Oak Capital LLC | 56,834 | $4.59M | 1.59% | +56,834 | New |
| Perennial Advisors, LLC | 56,942 | $4.60M | 1.51% | +441+0.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,086 | $4.61M | 1.17% | −120.0% | Reduced |
| Advocate Group LLC | 57,297 | $4.63M | 1.14% | +796+1.4% | Added |
| Illinois Municipal Retirement Fund | 57,439 | $4.64M | 0.11% | −23,217−28.8% | Reduced |
| Nelson Capital Management, LLC | 57,504 | $4.64M | 1.36% | −1,005−1.7% | Reduced |
| Andra AP-fonden | 57,800 | $4.67M | 0.15% | +9,200+18.9% | Added |
| Trust Co of Vermont | 58,087 | $4.69M | 0.37% | +22,133+61.6% | Added |
| AE Wealth Management LLC | 58,207 | $4.70M | 0.04% | +10,467+21.9% | Added |
| Toronto Dominion Bank | 58,944 | $4.76M | 0.01% | +8,290+16.4% | Added |
| Evoke Wealth, LLC | 58,512 | $4.76M | 0.19% | −3,971−6.4% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $4.77M | 1.31% | 00.0% | Unchanged |
| Independent Advisor Alliance | 59,386 | $4.79M | 0.28% | +4,427+8.1% | Added |
| Greenwood Capital Associates LLC | 59,571 | $4.81M | 0.83% | −22,335−27.3% | Reduced |
| Mattern Capital Management, LLC | 59,777 | $4.83M | 1.01% | +490+0.8% | Added |
| Round Hill Asset Management | 59,786 | $4.83M | 3.28% | −200−0.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 60,000 | $4.84M | 0.53% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 60,293 | $4.87M | 0.07% | −1,466−2.4% | Reduced |
| Achmea Investment Management B.V. | 60,449 | $4.88M | 0.17% | −10,866−15.2% | Reduced |
| Regions Financial Corp | 60,489 | $4.88M | 0.05% | −4,629−7.1% | Reduced |
| Camden National Bank | 60,580 | $4.89M | 1.09% | +176+0.3% | Added |
| Capital Analysts, LLC | 60,700 | $4.90M | 0.34% | +5,421+9.8% | Added |
| Benedict Financial Advisors Inc | 60,998 | $4.93M | 1.58% | +714+1.2% | Added |
| Consolidated Investment Group LLC | 61,100 | $4.93M | 1.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 61,252 | $4.94M | 0.28% | −359−0.6% | Reduced |
| Diversified Trust Co | 61,418 | $4.96M | 0.22% | +2,214+3.7% | Added |
| Toroso Investments, LLC | 61,512 | $4.97M | 0.21% | −3,834−5.9% | Reduced |
| RPG Investment Advisory, LLC | 61,696 | $4.98M | 1.07% | +61,696 | New |
| Tufton Capital Management | 61,745 | $4.99M | 1.20% | +605+1.0% | Added |
| Berkshire Asset Management LLC | 61,764 | $4.99M | 0.35% | −2,573−4.0% | Reduced |
| Xcel Wealth Management, LLC | 62,352 | $5.04M | 1.87% | −13,087−17.3% | Reduced |
| TCTC Holdings, LLC | 62,366 | $5.04M | 0.22% | −2,358−3.6% | Reduced |
| Highland Capital Management, LLC | 63,279 | $5.11M | 0.39% | −1,060−1.6% | Reduced |
| Oak Associates, Ltd | 63,333 | $5.11M | 0.43% | −10,293−14.0% | Reduced |
| Heritage Investors Management Corp | 63,462 | $5.13M | 0.26% | +2,745+4.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 63,476 | $5.13M | 0.13% | 00.0% | Unchanged |
| Vestor Capital, LLC | 63,835 | $5.16M | 0.68% | +426+0.7% | Added |