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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 5,187 | $419.0K | 0.04% | +2,749+112.8% | Added |
| Chiron Capital Management, LLC | 5,200 | $420.0K | 0.28% | +5,200 | New |
| Coastal Investment Advisors, Inc. | 5,233 | $423.0K | 0.11% | +232+4.6% | Added |
| First Affirmative Financial Network | 5,253 | $424.0K | 0.54% | +108+2.1% | Added |
| TCWP LLC | 5,265 | $425.0K | 0.09% | +381+7.8% | Added |
| Wealthsource Partners, LLC | 5,279 | $426.0K | 0.03% | −1,702−24.4% | Reduced |
| Continuum Advisory, LLC | 5,274 | $426.0K | 0.08% | +252+5.0% | Added |
| First National Bank of South Miami | 5,290 | $427.0K | 0.33% | −141−2.6% | Reduced |
| Inverness Counsel LLC | 5,298 | $428.0K | 0.02% | +448+9.2% | Added |
| Resonant Capital Advisors, LLC | 5,250 | $428.0K | 0.07% | +755+16.8% | Added |
| First Interstate Bank | 5,306 | $429.0K | 0.03% | +635+13.6% | Added |
| Security Asset Management | 5,343 | $431.0K | 0.26% | −1,675−23.9% | Reduced |
| North Star Investment Management Corp. | 5,354 | $432.0K | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 5,410 | $437.0K | 0.47% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,417 | $437.4K | 0.11% | −26−0.5% | Reduced |
| Perigon Wealth Management, LLC | 5,432 | $439.0K | 0.04% | +234+4.5% | Added |
| Fox Run Management, L.L.C. | 5,451 | $440.0K | 0.17% | +5,451 | New |
| Proficio Capital Partners LLC | 5,697 | $441.0K | 0.08% | −1,225−17.7% | Reduced |
| First Capital Advisors Group, LLC. | 5,464 | $441.0K | 0.37% | −682−11.1% | Reduced |
| Wulff, Hansen & Co. | 5,465 | $441.0K | 0.55% | +100+1.9% | Added |
| Athena Investment Management | 5,488 | $443.0K | 0.37% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 5,513 | $445.0K | 0.41% | +93+1.7% | Added |
| True North Advisors, LLC | 5,529 | $446.0K | 0.15% | −1,164−17.4% | Reduced |
| Cahill Financial Advisors Inc | 5,533 | $447.0K | 0.09% | +71+1.3% | Added |
| IVC Wealth Advisors LLC | 5,562 | $449.0K | 0.36% | +166+3.1% | Added |
| Wealth Management Solutions, LLC | 5,585 | $451.0K | 0.26% | −376−6.3% | Reduced |
| Meridian Wealth Management, LLC | 5,582 | $451.0K | 0.05% | −207−3.6% | Reduced |
| Woodward Diversified Capital, LLC | 5,608 | $453.0K | 0.37% | −155−2.7% | Reduced |
| South State Corp. | 5,628 | $454.0K | 0.05% | −197−3.4% | Reduced |
| QVR LLC | 5,663 | $457.0K | 0.42% | +2,063+57.3% | Added |
| Smithfield Trust Co | 5,689 | $458.0K | 0.03% | +67+1.2% | Added |
| Royal Capital Wealth Management, LLC | 5,700 | $460.0K | 0.54% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,705 | $460.0K | 0.05% | +5,705 | New |
| Community Bank of Raymore | 5,715 | $461.0K | 0.16% | +3,000+110.5% | Added |
| Bond & Devick Financial Network, Inc. | 5,741 | $464.0K | 0.38% | −600−9.5% | Reduced |
| Leavell Investment Management, Inc. | 5,730 | $467.0K | 0.04% | +984+20.7% | Added |
| Mitchell Sinkler & Starr | 5,803 | $469.0K | 0.18% | +1,070+22.6% | Added |
| 55I, LLC | 5,811 | $469.0K | 0.01% | +3,370+138.1% | Added |
| VeraBank, N.A. | 5,817 | $470.0K | 0.30% | −72−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,845 | $472.0K | 0.29% | +105+1.8% | Added |
| Bard Financial Services, Inc. | 5,840 | $472.0K | 0.04% | +1,550+36.1% | Added |
| Ascent Group, LLC | 5,414 | $473.0K | 0.06% | +1,166+27.4% | Added |
| Weatherly Asset Management L. P. | 5,815 | $474.0K | 0.07% | −368−6.0% | Reduced |
| BSW Wealth Partners | 5,897 | $476.0K | 0.12% | −1,035−14.9% | Reduced |
| Patriot Investment Management Inc. | 5,925 | $478.0K | 0.05% | −852−12.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,926 | $479.0K | 0.07% | +233+4.1% | Added |
| Merit Financial Group, LLC | 5,949 | $480.0K | 0.02% | −6,460−52.1% | Reduced |
| swisspartners Ltd. | 5,965 | $482.0K | 0.50% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,967 | $482.0K | 0.32% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 5,983 | $483.0K | 0.20% | −160−2.6% | Reduced |
| Pointe Capital Management LLC | 5,976 | $483.0K | 0.39% | +35+0.6% | Added |
| Ronald Blue Trust, Inc. | 5,393 | $484.0K | 0.01% | +1,014+23.2% | Added |
| Kelly Lawrence W & Associates Inc | 6,000 | $484.0K | 0.14% | +6,000 | New |
| Geneos Wealth Management Inc. | 6,006 | $485.0K | 0.03% | −3,055−33.7% | Reduced |
| Cornerstone Wealth Management, LLC | 6,015 | $486.0K | 0.05% | −1,208−16.7% | Reduced |
| M&R Capital Management Inc | 6,064 | $489.0K | 0.14% | −942−13.4% | Reduced |
| NinePointTwo Capital | 6,065 | $489.0K | 0.20% | −576−8.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,052 | $489.0K | 0.02% | −347−5.4% | Reduced |
| Ironwood Wealth Management, LLC. | 5,447 | $489.0K | 0.22% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,070 | $490.0K | 0.07% | −101−1.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,062 | $490.0K | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 6,079 | $491.0K | 0.12% | +6,079 | New |
| Bellecapital International Ltd. | 6,093 | $492.0K | 0.15% | −7,200−54.2% | Reduced |
| Capital Asset Advisory Services LLC | 6,109 | $493.0K | 0.06% | −2,329−27.6% | Reduced |
| TCI Wealth Advisors, Inc. | 6,101 | $493.0K | 0.08% | +303+5.2% | Added |
| Avestar Capital, LLC | 6,100 | $493.0K | 0.14% | +378+6.6% | Added |
| Douglass Winthrop Advisors, LLC | 6,135 | $495.0K | 0.01% | −171−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,143 | $496.0K | 0.19% | +398+6.9% | Added |
| MONECO Advisors, LLC | 6,167 | $498.0K | 0.20% | +30.0% | Added |
| Independent Financial Group, LLC | 6,184 | $499.4K | 0.05% | +1,879+43.6% | Added |
| Lindbrook Capital, LLC | 6,211 | $502.0K | 0.08% | +141+2.3% | Added |
| Wealthcare Advisory Partners LLC | 6,214 | $502.0K | 0.03% | +2,314+59.3% | Added |
| BLB&B Advisors, LLC | 6,257 | $505.0K | 0.04% | −150−2.3% | Reduced |
| Powell Investment Advisors, LLC | 6,213 | $506.0K | 0.33% | +1,772+39.9% | Added |
| Summit Trail Advisors, LLC | 6,232 | $507.0K | 0.03% | −130−2.0% | Reduced |
| CPWM, LLC | 6,282 | $507.0K | 0.05% | −75−1.2% | Reduced |
| Peddock Capital Advisors, LLC | 6,294 | $508.0K | 0.21% | +287+4.8% | Added |
| Westhampton Capital, LLC | 6,300 | $509.0K | 0.38% | +700+12.5% | Added |
| NorthRock Partners, LLC | 6,308 | $509.0K | 0.06% | +720+12.9% | Added |
| West Family Investments, Inc. | 6,333 | $511.0K | 0.22% | +3,101+95.9% | Added |
| Abbrea Capital, LLC | 6,303 | $513.0K | 0.10% | −329−5.0% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $517.0K | 0.28% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 6,408 | $517.0K | 0.06% | +1,589+33.0% | Added |
| Waldron Private Wealth LLC | 6,371 | $518.0K | 0.03% | −819−11.4% | Reduced |
| Boston Common Asset Management, LLC | 6,432 | $519.0K | 0.03% | +27+0.4% | Added |
| Alpha Omega Wealth Management LLC | 6,469 | $522.0K | 0.10% | +25+0.4% | Added |
| Avantax Planning Partners, Inc. | 6,459 | $522.0K | 0.02% | +42+0.7% | Added |
| Prairiewood Capital, LLC | 6,472 | $523.0K | 0.43% | 00.0% | Unchanged |
| American State Bank (Iowa) | 6,486 | $523.7K | 0.45% | +393+6.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,483 | $524.0K | 0.04% | −98−1.5% | Reduced |
| Financial Advisory Corp | 6,495 | $524.0K | 0.30% | −55−0.8% | Reduced |
| PAX Financial Group, LLC | 6,484 | $524.0K | 0.13% | +137+2.2% | Added |
| Verdence Capital Advisors LLC | 6,500 | $525.0K | 0.07% | −94−1.4% | Reduced |
| Strengthening Families & Communities, LLC | 6,514 | $525.0K | 0.27% | +1,161+21.7% | Added |
| White Pine Capital LLC | 6,500 | $525.0K | 0.22% | +2,640+68.4% | Added |
| Northside Capital Management, LLC | 6,513 | $526.0K | 0.17% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,509 | $526.0K | 0.34% | +80+1.2% | Added |
| Montecito Bank & Trust | 6,520 | $526.0K | 0.14% | +272+4.4% | Added |
| Power Corp of Canada | 6,516 | $526.0K | 0.08% | +6,516 | New |
| Legacy Wealth Management, LLC | 6,538 | $527.9K | 0.36% | −6,950−51.5% | Reduced |