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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 8,280 | $669.0K | 0.16% | +939+12.8% | Added |
| MQS Management LLC | 8,305 | $671.0K | 0.43% | +8,305 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,323 | $672.0K | 0.12% | +3,943+90.0% | Added |
| Ascent Wealth Partners, LLC | 8,340 | $673.0K | 0.16% | −1,729−17.2% | Reduced |
| Cambridge Advisors Inc. | 8,334 | $673.0K | 0.19% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 8,334 | $673.0K | 0.42% | +962+13.0% | Added |
| Jefferies Group LLC | 8,341 | $673.5K | 0.02% | +8,004+2,375.1% | Added |
| Clifford Swan Investment Counsel LLC | 8,362 | $675.0K | 0.03% | −1,165−12.2% | Reduced |
| Wipfli Financial Advisors LLC, | 8,307 | $675.0K | 0.05% | +8,307 | New |
| Bowman & Co S.C. | 8,369 | $676.0K | 0.61% | +325+4.0% | Added |
| Sittner & Nelson, LLC | 8,509 | $687.0K | 0.46% | +40.0% | Added |
| Biltmore Family Office, LLC | 8,439 | $687.0K | 0.16% | +44+0.5% | Added |
| IHT Wealth Management, LLC | 8,533 | $689.0K | 0.05% | +1,509+21.5% | Added |
| Encompass Wealth Advisors, LLC | 8,589 | $694.0K | 0.26% | +2,700+45.8% | Added |
| Dakota Wealth Management | 8,603 | $695.0K | 0.06% | +853+11.0% | Added |
| Goodman Advisory Group, LLC | 8,630 | $697.0K | 0.38% | −15,626−64.4% | Reduced |
| Transatlantique Private Wealth LLC | 8,659 | $699.0K | 0.47% | 00.0% | Unchanged |
| Martin & Co Inc | 8,695 | $702.0K | 0.21% | +173+2.0% | Added |
| CVA Family Office, LLC | 8,690 | $702.0K | 0.19% | +3,636+71.9% | Added |
| Integrated Advisors Network LLC | 8,719 | $704.0K | 0.05% | −1,135−11.5% | Reduced |
| Radnor Capital Management, LLC | 8,741 | $706.0K | 0.20% | −300−3.3% | Reduced |
| Bank of Stockton | 8,785 | $709.0K | 0.27% | −1,273−12.7% | Reduced |
| Ballast, Inc. | 8,870 | $716.0K | 0.35% | +513+6.1% | Added |
| DMG Group, LLC | 8,670 | $717.0K | 0.87% | −97−1.1% | Reduced |
| Scott Investment Partners LLP | 8,900 | $719.0K | 1.93% | −53,000−85.6% | Reduced |
| First Pacific Financial | 8,936 | $722.0K | 0.41% | +777+9.5% | Added |
| Caxton Associates LP | 8,950 | $723.0K | 0.12% | −11,115−55.4% | Reduced |
| S.E.E.D. Planning Group LLC | 8,949 | $723.0K | 0.34% | +1,294+16.9% | Added |
| GYL Financial Synergies, LLC | 8,964 | $724.0K | 0.20% | −2,674−23.0% | Reduced |
| Vance Wealth, Inc. | 8,973 | $725.0K | 0.56% | −75−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 8,979 | $725.0K | 0.03% | +529+6.3% | Added |
| Rehmann Capital Advisory Group | 8,985 | $725.6K | 0.08% | +1,362+17.9% | Added |
| Sargent Bickham Lagudis LLC | 8,987 | $726.0K | 0.06% | −275−3.0% | Reduced |
| Parkside Investments, LLC | 9,003 | $726.0K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 9,022 | $729.0K | 0.11% | +556+6.6% | Added |
| Intrua Financial, LLC | 9,045 | $730.0K | 0.19% | −2,111−18.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,052 | $731.0K | 0.18% | −1,301−12.6% | Reduced |
| Investment Advisory Services Inc | 9,054 | $731.0K | 0.44% | −152−1.7% | Reduced |
| Corundum Group, Inc. | 9,092 | $734.0K | 0.46% | +2,005+28.3% | Added |
| Centiva Capital, LP | 9,104 | $735.0K | 0.05% | −18,773−67.3% | Reduced |
| Papp L Roy & Associates | 9,108 | $735.0K | 0.11% | +75+0.8% | Added |
| Baxter Bros Inc | 9,124 | $737.0K | 0.13% | +800+9.6% | Added |
| Ballast Advisors LLC | 9,138 | $738.0K | 0.35% | −768−7.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,138 | $738.0K | 0.33% | −195−2.1% | Reduced |
| Sentry Investment Management LLC | 9,163 | $740.0K | 0.35% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 9,228 | $745.0K | 0.34% | +9,228 | New |
| Kennicott Capital Management LLC | 2,949 | $746.0K | 0.60% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,273 | $749.0K | 0.27% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,340 | $754.0K | 0.07% | +6,300+207.2% | Added |
| Aspire Wealth Management Corp | 9,365 | $756.0K | 0.71% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,380 | $757.0K | 0.01% | −72,933−88.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,372 | $757.0K | 0.59% | +359+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,409 | $760.0K | 0.19% | +794+9.2% | Added |
| Industrial Alliance Investment Management Inc. | 9,447 | $763.0K | 0.02% | +3,183+50.8% | Added |
| Foundations Investment Advisors, LLC | 9,456 | $764.0K | 0.03% | +85+0.9% | Added |
| Roberts Glore & Co Inc | 9,474 | $765.0K | 0.27% | −205−2.1% | Reduced |
| Rosenbaum Jay D. | 9,478 | $765.0K | 1.76% | +381+4.2% | Added |
| Moseley Investment Management Inc | 9,516 | $768.0K | 0.56% | +55+0.6% | Added |
| CNB Bank | 9,538 | $770.0K | 0.52% | +531+5.9% | Added |
| Congress Park Capital LLC | 9,550 | $771.0K | 0.51% | +34+0.4% | Added |
| Field & Main Bank | 9,588 | $774.0K | 0.52% | −91−0.9% | Reduced |
| Martin Investment Management, LLC | 9,605 | $776.0K | 0.27% | −180−1.8% | Reduced |
| Cribstone Capital Management, LLC | 9,627 | $777.0K | 0.48% | +257+2.7% | Added |
| West Michigan Advisors, LLC | 9,618 | $777.0K | 0.68% | +292+3.1% | Added |
| Evergreen Capital Management LLC | 9,620 | $777.0K | 0.04% | +4,393+84.0% | Added |
| Spire Wealth Management | 9,638 | $778.0K | 0.05% | −4,228−30.5% | Reduced |
| Winch Advisory Services, LLC | 9,662 | $780.0K | 0.34% | +39+0.4% | Added |
| Doyle Wealth Management | 9,731 | $786.0K | 0.07% | +274+2.9% | Added |
| Csenge Advisory Group | 9,787 | $790.0K | 0.07% | −372−3.7% | Reduced |
| Eads & Heald Wealth Management | 9,783 | $790.0K | 0.45% | +77+0.8% | Added |
| Mechanics Bank Trust Department | 9,804 | $791.0K | 0.15% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 9,801 | $791.0K | 0.27% | +361+3.8% | Added |
| Forum Financial Management, LP | 9,792 | $791.0K | 0.04% | +297+3.1% | Added |
| GSB Wealth Management, LLC | 9,814 | $793.0K | 0.29% | +44+0.5% | Added |
| Quantinno Capital Management LP | 9,814 | $793.0K | 0.10% | +730+8.0% | Added |
| Dempze Nancy E | 9,909 | $800.0K | 0.85% | +2,866+40.7% | Added |
| St. James Investment Advisors, LLC | 9,836 | $801.0K | 1.75% | −269−2.7% | Reduced |
| Valmark Advisers, Inc. | 9,914 | $801.0K | 0.02% | −82−0.8% | Reduced |
| Brighton Jones LLC | 9,935 | $802.0K | 0.05% | +1,189+13.6% | Added |
| Mogy Joel R Investment Counsel Inc | 10,020 | $809.0K | 0.08% | −500−4.8% | Reduced |
| GoalVest Advisory LLC | 10,026 | $810.0K | 0.57% | −7,035−41.2% | Reduced |
| Zions Bancorporation, N.A. | 10,050 | $811.0K | 0.08% | −65−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 10,098 | $812.0K | 0.21% | −12−0.1% | Reduced |
| Maven Securities LTD | 10,064 | $813.0K | 0.04% | +7,084+237.7% | Added |
| TLWM | 61,473 | $815.0K | 0.38% | +52,785+607.6% | Added |
| CWA Asset Management Group, LLC | 10,115 | $817.0K | 0.08% | +266+2.7% | Added |
| RFG Advisory, LLC | 10,213 | $819.0K | 0.05% | −1,756−14.7% | Reduced |
| DT Investment Partners, LLC | 10,164 | $821.0K | 0.13% | −171−1.7% | Reduced |
| Duncker Streett & Co Inc | 10,244 | $827.0K | 0.21% | −1,614−13.6% | Reduced |
| Strategic Advisors LLC | 10,289 | $830.0K | 0.18% | −5,207−33.6% | Reduced |
| Foster & Motley Inc | 10,285 | $831.0K | 0.08% | −343−3.2% | Reduced |
| Benjamin Edwards Inc | 10,290 | $831.0K | 0.25% | +722+7.5% | Added |
| Gamble Jones Investment Counsel | 10,353 | $836.0K | 0.07% | −405−3.8% | Reduced |
| Smith, Moore & Co. | 10,348 | $836.0K | 0.13% | +268+2.7% | Added |
| Caliber Wealth Management, LLC | 10,397 | $840.0K | 0.66% | +637+6.5% | Added |
| Magnolia Capital Advisors LLC | 10,418 | $841.0K | 0.71% | −10−0.1% | Reduced |
| Clarius Group, LLC | 10,425 | $842.0K | 0.08% | −1,778−14.6% | Reduced |
| Flagship Harbor Advisors, LLC | 10,425 | $842.0K | 0.10% | +790+8.2% | Added |
| Buckingham Capital Management, Inc. | 10,520 | $849.0K | 0.16% | −4,389−29.4% | Reduced |
| Matrix Trust Co | 10,527 | $850.0K | 0.24% | +3,082+41.4% | Added |