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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 2,171 | $175.0K | 0.11% | +1,296+148.1% | Added |
| Ellevest, Inc. | 2,179 | $176.0K | 0.02% | +1,577+262.0% | Added |
| Financial Management Professionals, Inc. | 2,195 | $177.0K | 0.04% | −656−23.0% | Reduced |
| Pacifica Partners Inc. | 2,157 | $182.0K | 0.13% | 00.0% | Unchanged |
| WD Rutherford LLC | 2,359 | $190.0K | 0.15% | −160−6.4% | Reduced |
| Standard Family Office LLC | 2,363 | $191.0K | 0.08% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,407 | $194.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,468 | $199.0K | 0.08% | −2,304−48.3% | Reduced |
| Glassman Wealth Services | 2,470 | $199.0K | 0.04% | +13+0.5% | Added |
| Westshore Wealth, LLC | 2,481 | $200.0K | 0.14% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,482 | $200.0K | 0.19% | +17+0.7% | Added |
| Financial Advocates Investment Management | 2,496 | $201.0K | 0.02% | −1,832−42.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,485 | $201.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,490 | $201.0K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,217 | $202.0K | 0.08% | −2,106−48.7% | Reduced |
| O'Rourke & Company, Inc | 2,505 | $202.0K | 0.18% | −206−7.6% | Reduced |
| Wedge Capital Management L L P | 2,503 | $202.0K | 0.00% | −94−3.6% | Reduced |
| Keystone Wealth Services, LLC | 2,505 | $202.0K | 0.10% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,507 | $202.0K | 0.06% | +7+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 2,520 | $203.0K | 0.17% | −50−1.9% | Reduced |
| Empirical Finance, LLC | 2,512 | $203.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,510 | $203.0K | 0.20% | +100+4.1% | Added |
| Personal Capital Advisors Corp | 2,511 | $203.0K | 0.00% | +2,511 | New |
| Pinnacle Bancorp, Inc. | 2,527 | $204.0K | 0.09% | −460−15.4% | Reduced |
| Crestwood Advisors Group LLC | 2,538 | $205.0K | 0.01% | −2,257−47.1% | Reduced |
| Compass Ion Advisors, LLC | 2,539 | $205.0K | 0.06% | +60+2.4% | Added |
| Axxcess Wealth Management, LLC | 2,557 | $206.0K | 0.02% | −2,175−46.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,553 | $206.0K | 0.10% | −225−8.1% | Reduced |
| Douglas Lane & Associates, LLC | 2,557 | $206.0K | 0.00% | −54−2.1% | Reduced |
| MAS Advisors LLC | 2,546 | $206.0K | 0.20% | −53−2.0% | Reduced |
| Albert D Mason Inc | 2,564 | $207.0K | 0.17% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,575 | $208.0K | 0.14% | −108−4.0% | Reduced |
| UMA Financial Services, Inc. | 2,455 | $209.0K | 0.06% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,589 | $209.1K | 0.14% | +2,589 | New |
| Perkins Capital Management Inc | 2,600 | $210.0K | 0.23% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,597 | $210.0K | 0.11% | −4−0.2% | Reduced |
| Angeles Wealth Management, LLC | 2,611 | $211.0K | 0.04% | +2,611 | New |
| Sunflower Bank, N.A. | 2,624 | $212.0K | 0.05% | −1,001−27.6% | Reduced |
| Signature Wealth Management Partners, LLC | 2,626 | $212.0K | 0.23% | +47+1.8% | Added |
| Alterity Financial Group, LLC | 2,621 | $212.0K | 0.34% | +54+2.1% | Added |
| Modera Wealth Management, LLC | 2,628 | $212.0K | 0.01% | +88+3.5% | Added |
| MBA Advisors LLC | 2,636 | $213.0K | 0.15% | −525−16.6% | Reduced |
| Excalibur Management Corp | 2,633 | $213.0K | 0.12% | +69+2.7% | Added |
| Northstar Group, Inc. | 2,650 | $213.0K | 0.06% | +90+3.5% | Added |
| KC Investment Advisors, LLC | 2,649 | $214.0K | 0.19% | −849−24.3% | Reduced |
| Virtue Capital Management, LLC | 2,650 | $214.0K | 0.03% | −199−7.0% | Reduced |
| Madden Securities Corp | 2,645 | $214.0K | 0.13% | −100−3.6% | Reduced |
| Visionary Wealth Advisors | 2,653 | $214.0K | 0.02% | −12−0.5% | Reduced |
| Hudock, Inc. | 2,660 | $214.0K | 0.07% | +8+0.3% | Added |
| Guardian Wealth Advisors, LLC | 2,635 | $215.0K | 0.04% | +2,635 | New |
| First Dallas Securities Inc. | 2,677 | $216.0K | 0.15% | −5,244−66.2% | Reduced |
| Allen Capital Group, LLC | 2,669 | $216.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,676 | $216.0K | 0.04% | +1,200+81.3% | Added |
| CWS Financial Advisors, LLC | 2,682 | $217.0K | 0.10% | −874−24.6% | Reduced |
| Sky Investment Group LLC | 2,700 | $218.0K | 0.06% | −24−0.9% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $219.0K | 0.06% | −125−4.4% | Reduced |
| Grove Bank & Trust | 2,730 | $220.0K | 0.05% | −395−12.6% | Reduced |
| Sweet Financial Partners, LLC | 2,742 | $221.0K | 0.07% | −42−1.5% | Reduced |
| Lumature Wealth Partners, LLC | 2,764 | $223.0K | 0.12% | +69+2.6% | Added |
| Dakota Community Bank & Trust NA | 2,765 | $223.0K | 1.55% | +2,765 | New |
| Paces Ferry Wealth Advisors, LLC | 2,770 | $224.0K | 0.24% | +335+13.8% | Added |
| Fulcrum Capital LLC | 2,800 | $226.0K | 0.07% | 00.0% | Unchanged |
| Independent Investors Inc | 2,817 | $227.0K | 0.06% | +17+0.6% | Added |
| Perfromance Wealth Partners, LLC | 2,829 | $228.0K | 0.01% | −380−11.8% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,819 | $228.0K | 0.32% | +306+12.2% | Added |
| Private Advisory Group LLC | 2,824 | $228.0K | 0.05% | +2,824 | New |
| Journey Strategic Wealth LLC | 2,819 | $228.0K | 0.03% | +2,819 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,833 | $229.0K | 0.12% | −767−21.3% | Reduced |
| Seelaus Asset Management LLC | 2,850 | $230.0K | 0.18% | −423−12.9% | Reduced |
| Aull & Monroe Investment Management Corp | 2,853 | $230.0K | 0.13% | −358−11.1% | Reduced |
| Peak Planning Group, LLC | 2,858 | $230.8K | 0.21% | +442+18.3% | Added |
| SOL Capital Management CO | 2,873 | $232.0K | 0.05% | −48−1.6% | Reduced |
| American Investment Services, Inc. | 2,868 | $232.0K | 0.06% | −34−1.2% | Reduced |
| Legacy Private Trust Co. | 2,880 | $233.0K | 0.02% | −925−24.3% | Reduced |
| 360 Financial, Inc. | 2,886 | $233.0K | 0.15% | +10+0.3% | Added |
| Dorchester Wealth Management Co | 2,904 | $234.0K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,897 | $234.0K | 0.01% | +226+8.5% | Added |
| Nuance Investments, LLC | 2,899 | $234.0K | 0.01% | +2,899 | New |
| CCM Investment Advisers LLC | 2,919 | $235.0K | 0.04% | −297−9.2% | Reduced |
| Henry James International Management, Inc. | 2,905 | $235.0K | 0.13% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,861 | $235.0K | 0.02% | +2,861 | New |
| Laidlaw Wealth Management LLC | 2,923 | $236.0K | 0.06% | −324−10.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,927 | $236.0K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,917 | $236.0K | 0.05% | +532+22.3% | Added |
| Barings LLC | 2,932 | $237.0K | 0.01% | −8,213−73.7% | Reduced |
| MidWestOne Financial Group, Inc. | 2,950 | $238.0K | 0.06% | +480+19.4% | Added |
| Capital Advisors, Ltd. LLC | 2,957 | $239.0K | 0.05% | −164−5.3% | Reduced |
| Delta Asset Management LLC | 2,965 | $239.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,959 | $239.0K | 0.14% | 00.0% | Unchanged |
| Insight Folios Inc | 2,956 | $239.0K | 0.12% | +346+13.3% | Added |
| Vise Technologies, Inc. | 2,967 | $240.0K | 0.09% | −332−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,978 | $241.0K | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 2,996 | $242.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,961 | $242.0K | 0.01% | +682+29.9% | Added |
| Aspiriant, LLC | 3,028 | $245.0K | 0.01% | −188−5.8% | Reduced |
| Gryphon Financial Partners LLC | 3,037 | $245.0K | 0.06% | −175−5.4% | Reduced |
| Summit Financial Group Inc | 3,039 | $246.0K | 0.10% | −64−2.1% | Reduced |
| Ogorek Anthony Joseph | 3,058 | $246.0K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,061 | $247.0K | 0.31% | −215−6.6% | Reduced |
| LBMC Investment Advisors, LLC | 3,056 | $247.0K | 0.03% | 00.0% | Unchanged |