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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 3,068 | $248.0K | 0.02% | −685−18.3% | Reduced |
| Blue Barn Wealth, LLC | 3,096 | $250.0K | 0.18% | +136+4.6% | Added |
| Investment Partners, Ltd. | 3,102 | $250.0K | 0.07% | +499+19.2% | Added |
| Canton Hathaway, LLC | 3,112 | $251.0K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 3,112 | $251.0K | 0.07% | +443+16.6% | Added |
| StrongBox Wealth, LLC | 3,132 | $253.0K | 0.18% | +3,132 | New |
| Zullo Investment Group, Inc. | 3,148 | $254.0K | 0.16% | −72−2.2% | Reduced |
| CoreFirst Bank & Trust | 3,149 | $254.0K | 0.22% | +126+4.2% | Added |
| Marino, Stram & Associates LLC | 3,146 | $254.0K | 0.09% | +540+20.7% | Added |
| Successful Portfolios LLC | 3,174 | $256.0K | 0.19% | −32−1.0% | Reduced |
| D.B. Root & Company, LLC | 3,180 | $256.0K | 0.12% | +22+0.7% | Added |
| Poehling Capital Management, LLC | 3,166 | $256.0K | 0.11% | +50+1.6% | Added |
| Beaton Management Co. Inc. | 3,177 | $257.0K | 0.19% | +200+6.7% | Added |
| Perritt Capital Management Inc | 3,196 | $258.0K | 0.16% | −200−5.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,200 | $258.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3,190 | $258.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3,081 | $259.0K | 0.07% | −795−20.5% | Reduced |
| Center for Financial Planning, Inc. | 3,202 | $259.0K | 0.07% | −216−6.3% | Reduced |
| Ssi Investment Management LLC | 3,192 | $259.0K | 0.02% | +4+0.1% | Added |
| Charter Trust Co | 3,205 | $259.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,220 | $260.0K | 0.01% | −404−11.1% | Reduced |
| Holistic Financial Partners | 3,221 | $260.0K | 0.26% | +150+4.9% | Added |
| First Manhattan Co | 3,255 | $262.0K | 0.00% | +94+3.0% | Added |
| Bell Bank | 3,254 | $263.0K | 0.03% | −1,220−27.3% | Reduced |
| Carret Asset Management, LLC | 3,251 | $263.0K | 0.04% | −88−2.6% | Reduced |
| Cohen & Steers, Inc. | 3,262 | $263.0K | 0.00% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 3,261 | $263.0K | 0.07% | +193+6.3% | Added |
| First National Bank | 3,265 | $264.0K | 0.24% | +95+3.0% | Added |
| Balasa Dinverno & Foltz LLC | 3,277 | $265.0K | 0.02% | +644+24.5% | Added |
| Capital Planning Advisors, LLC | 3,299 | $266.0K | 0.07% | −334−9.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,293 | $266.0K | 0.15% | +259+8.5% | Added |
| Northeast Investment Management | 3,311 | $267.0K | 0.02% | −480−12.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,305 | $267.0K | 0.31% | 00.0% | Unchanged |
| Cooper Financial Group | 3,321 | $268.0K | 0.10% | +541+19.5% | Added |
| Good Life Advisors, LLC | 3,331 | $269.0K | 0.04% | −10,493−75.9% | Reduced |
| Journey Advisory Group, LLC | 3,326 | $269.0K | 0.07% | −1,307−28.2% | Reduced |
| Leverty Financial Group, LLC | 3,340 | $269.0K | 0.26% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,336 | $269.0K | 0.14% | +608+22.3% | Added |
| Advus Financial Partners, LLC | 3,338 | $269.5K | 0.14% | +757+29.3% | Added |
| RMR Wealth Builders | 3,346 | $272.0K | 0.07% | +10.0% | Added |
| LPWM LLC | 3,367 | $272.0K | 0.16% | +225+7.2% | Added |
| Clear Street Markets LLC | 3,371 | $272.0K | 0.05% | +566+20.2% | Added |
| Almanack Investment Partners, LLC. | 3,390 | $274.0K | 0.05% | −448−11.7% | Reduced |
| J. W. Coons Advisors, LLC | 3,395 | $274.0K | 0.10% | −300−8.1% | Reduced |
| Essex Savings Bank | 3,390 | $274.0K | 0.11% | +135+4.1% | Added |
| Quantbot Technologies LP | 3,431 | $277.0K | 0.02% | −26,931−88.7% | Reduced |
| Summit Financial Strategies, Inc. | 3,440 | $278.0K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,460 | $279.0K | 0.09% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,468 | $280.0K | 0.11% | −191−5.2% | Reduced |
| jvl associates llc | 3,470 | $280.0K | 0.17% | −123−3.4% | Reduced |
| Ropes Wealth Advisors LLC | 3,484 | $281.0K | 0.06% | +52+1.5% | Added |
| Hendley & Co Inc | 3,508 | $283.0K | 0.13% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,507 | $283.0K | 0.01% | +116+3.4% | Added |
| Alta Advisers Ltd | 3,500 | $283.0K | 0.18% | +3,500 | New |
| Change Path, LLC | 3,519 | $284.0K | 0.02% | −49−1.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,519 | $284.0K | 0.04% | +3,519 | New |
| Resources Management Corp | 3,525 | $285.0K | 0.05% | −961−21.4% | Reduced |
| FLC Capital Advisors | 3,531 | $285.0K | 0.10% | +3,531 | New |
| Oakworth Capital, Inc. | 3,532 | $286.0K | 0.03% | −100−2.8% | Reduced |
| BMS Financial Advisors, LLC | 3,573 | $289.0K | 0.20% | −85−2.3% | Reduced |
| Twin Focus Capital Partners, LLC | 3,575 | $289.0K | 0.07% | +129+3.7% | Added |
| Widmann Financial Services, Inc. | 3,603 | $290.9K | 0.32% | 00.0% | Unchanged |
| Versor Investments LP | 3,600 | $291.0K | 0.02% | −12,500−77.6% | Reduced |
| Live Oak Private Wealth LLC | 3,635 | $294.0K | 0.07% | −18,391−83.5% | Reduced |
| Aviance Capital Partners, LLC | 3,643 | $294.0K | 0.07% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,662 | $295.0K | 0.22% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,664 | $296.0K | 0.11% | −1,200−24.7% | Reduced |
| Shepherd Financial Partners LLC | 3,678 | $297.0K | 0.06% | +1,168+46.5% | Added |
| Smith Shellnut Wilson LLC | 3,715 | $300.0K | 0.20% | −448−10.8% | Reduced |
| First Citizens Financial Corp | 3,735 | $302.0K | 0.30% | −325−8.0% | Reduced |
| Cornerstone Advisory, LLC | 3,761 | $304.0K | 0.07% | +901+31.5% | Added |
| Mason Investment Advisory Services, Inc. | 3,768 | $304.3K | 0.03% | +250+7.1% | Added |
| Bollard Group LLC | 3,772 | $305.0K | 0.01% | +27+0.7% | Added |
| Chicago Partners Investment Group LLC | 3,594 | $307.0K | 0.02% | +198+5.8% | Added |
| Lebenthal Global Advisors, LLC | 3,823 | $308.0K | 0.14% | −64−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 3,820 | $308.0K | 0.23% | +5+0.1% | Added |
| ERTS Wealth Advisors, LLC | 3,838 | $310.0K | 0.09% | +1,535+66.7% | Added |
| JJJ Advisors Inc. | 3,789 | $311.0K | 0.10% | +712+23.1% | Added |
| Benchmark Investment Advisors LLC | 3,869 | $312.0K | 0.34% | −3,428−47.0% | Reduced |
| Cidel Asset Management Inc | 3,867 | $312.0K | 0.01% | −322−7.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,899 | $315.0K | 0.19% | −1,128−22.4% | Reduced |
| Saiph Capital, LLC | 3,918 | $316.4K | 0.25% | +67+1.7% | Added |
| Accurate Wealth Management, LLC | 3,884 | $318.0K | 0.13% | +1,494+62.5% | Added |
| Cedar Brook Financial Partners, LLC | 3,949 | $318.9K | 0.10% | +313+8.6% | Added |
| Curi Capital | 3,948 | $319.0K | 0.05% | +3,738+1,780.0% | Added |
| TD Ameritrade Investment Management, LLC | 3,962 | $320.0K | 0.00% | +271+7.3% | Added |
| Silverlake Wealth Management LLC | 3,972 | $320.7K | 0.22% | +14+0.4% | Added |
| Alliance Wealth Advisors, LLC | 3,975 | $321.0K | 0.30% | −97−2.4% | Reduced |
| Salvus Wealth Management, LLC | 3,974 | $321.0K | 0.31% | +40+1.0% | Added |
| Exencial Wealth Advisors, LLC | 3,981 | $321.0K | 0.02% | +289+7.8% | Added |
| 9258 Wealth Management, LLC | 3,982 | $322.0K | 0.08% | −745−15.8% | Reduced |
| Private Capital Management, LLC | 4,000 | $323.0K | 0.05% | +4,000 | New |
| Walter Public Investments Inc. | 4,000 | $323.0K | 0.11% | +4,000 | New |
| Court Place Advisors, LLC | 4,011 | $324.0K | 0.13% | −143−3.4% | Reduced |
| Interchange Capital Partners, LLC | 4,017 | $324.0K | 0.36% | +23+0.6% | Added |
| Peoples Financial Services Corp. | 4,029 | $325.0K | 0.17% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3,625 | $325.0K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,034 | $326.0K | 0.27% | +662+19.6% | Added |
| Rowland & Co Investment Counsel | 4,061 | $327.9K | 0.09% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 4,061 | $328.0K | 0.00% | 00.0% | Unchanged |