Skip to main content

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.

Institutional holdersQ3 2022: 1,940 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ3 2022: $87.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2022.

Institutions holding MDT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Autumn Glory Partners, LLC19,005$1.53M1.03%+15,766+486.8%Added
Connolly Sarah T.18,995$1.53M1.12%+284+1.5%Added
Bartlett & Co. Wealth Management LLC18,783$1.53M0.03%−75−0.4%Reduced
Bartlett & Co. LLC18,783$1.53M0.03%−75−0.4%Reduced
Tocqueville Asset Management L.P.18,921$1.53M0.03%−7,074−27.2%Reduced
Longfellow Investment Management Co LLC18,923$1.53M0.31%00.0%Unchanged
New England Research & Management, Inc.18,864$1.52M0.96%−235−1.2%Reduced
Searle & Co.18,819$1.52M0.58%−500−2.6%Reduced
Cary Street Partner Investment Advisory LLC18,778$1.52M0.12%+1,907+11.3%Added
Banco de Sabadell, S.A18,750$1.51M1.25%+228+1.2%Added
AIMZ Investment Advisors, LLC18,651$1.51M0.76%+40.0%Added
Pictet Bank & Trust Ltd18,640$1.51M1.93%−13,288−41.6%Reduced
Condor Capital Management18,475$1.49M0.19%+185+1.0%Added
Dynamic Advisor Solutions LLC18,444$1.49M0.11%+1,101+6.3%Added
Belpointe Asset Management LLC18,418$1.49M0.10%+4,864+35.9%Added
Charter Oak Capital Management, LLC18,376$1.48M0.24%−245−1.3%Reduced
First Hawaiian Bank18,246$1.47M0.06%+513+2.9%Added
Parallel Advisors, LLC18,209$1.47M0.07%+4,095+29.0%Added
Lakeside Advisors, INC.18,069$1.46M1.31%+9,808+118.7%Added
Spinnaker Trust18,036$1.46M0.12%−34,631−65.8%Reduced
Element Capital Management LLC17,946$1.45M0.69%00.0%Unchanged
IMA Wealth, Inc.17,905$1.45M0.39%−1,500−7.7%Reduced
Scott & Selber, Inc.17,684$1.43M0.69%+11+0.1%Added
44 Wealth Management LLC17,689$1.43M0.59%+5,241+42.1%Added
Canandaigua National Corp17,526$1.42M0.25%+1,526+9.5%Added
Herbst Group, LLC17,500$1.41M1.16%+1,500+9.4%Added
Regatta Capital Group, LLC15,592$1.40M0.57%+2,495+19.1%Added
Fulton Bank, N.A.17,323$1.40M0.08%+1,116+6.9%Added
Orion Portfolio Solutions, LLC17,201$1.39M0.06%+3,293+23.7%Added
Meeder Asset Management Inc17,149$1.39M0.08%−1,446−7.8%Reduced
Argent Advisors, Inc.17,138$1.38M0.81%+10,215+147.6%Added
Loudon Investment Management, LLC17,038$1.38M1.09%+5,319+45.4%Added
Core Alternative Capital17,028$1.38M0.22%+3,900+29.7%Added
OPSEU Pension Plan Trust Fund16,661$1.37M0.36%+317+1.9%Added
Schulhoff & Co Inc16,915$1.36M0.71%−425−2.5%Reduced
AXS Investments LLC16,880$1.36M0.53%−844−4.8%Reduced
Lederer & Associates Investment Counsel16,869$1.36M1.15%−226−1.3%Reduced
Altfest L J & Co Inc16,857$1.36M0.26%+635+3.9%Added
Creegan & Nassoura Financial Group, LLC16,849$1.36M1.18%+16,849New
Whittier Trust Co of Nevada Inc16,815$1.36M0.06%+61+0.4%Added
Lake Street Financial LLC16,663$1.35M0.31%+2,376+16.6%Added
SevenBridge Financial Group, LLC16,651$1.34M0.46%+4,751+39.9%Added
Ossiam16,535$1.33M0.04%+16,365+9,626.5%Added
Cigna Investments Inc16,459$1.33M0.30%−831−4.8%Reduced
Zeke Capital Advisors, LLC16,458$1.33M0.10%−461−2.7%Reduced
HAP Trading, LLC16,460$1.33M0.17%+16,460New
PEAK6 Investments LLC16,423$1.33M0.05%+16,423New
Signet Investment Advisory Group, Inc.16,403$1.32M1.03%+1,156+7.6%Added
Signature Wealth Management Group16,402$1.32M0.67%−575−3.4%Reduced
Sound View Wealth Advisors Group, LLC16,364$1.32M0.30%+416+2.6%Added
Chicago Trust Co NA16,284$1.31M0.34%−466−2.8%Reduced
Householder Group Estate & Retirement Specialist, LLC16,261$1.31M0.54%−848−5.0%Reduced
Bridges Investment Management Inc16,264$1.31M0.05%+512+3.3%Added
Pendal Group Limited16,238$1.31M0.01%−321−1.9%Reduced
Cascade Investment Advisors, Inc.14,962$1.31M1.12%+710+5.0%Added
Red Spruce Capital, LLC16,160$1.30M0.92%+286+1.8%Added
Harbor Investment Advisory, LLC16,087$1.30M0.21%+640+4.1%Added
Stratos Wealth Advisors, LLC16,073$1.30M0.14%−5,760−26.4%Reduced
Y-Intercept (Hong Kong) Ltd16,027$1.29M0.13%+11,641+265.4%Added
West Oak Capital, LLC15,997$1.29M0.70%+2,820+21.4%Added
Bradley Foster & Sargent Inc15,962$1.29M0.04%−147−0.9%Reduced
Highlander Capital Management, LLC15,956$1.29M0.74%−150−0.9%Reduced
Gs Investments, Inc.15,877$1.28M0.85%+2,762+21.1%Added
Kinneret Advisory, LLC15,672$1.28M0.18%00.0%Unchanged
NewEdge Wealth, LLC15,789$1.27M0.06%−7,629−32.6%Reduced
Werlinich Asset Management, LLC15,770$1.27M1.30%−125−0.8%Reduced
Global Retirement Partners, LLC14,581$1.27M0.10%+1,220+9.1%Added
MV Capital Management, Inc.15,760$1.27M0.22%+3,284+26.3%Added
Meitav Dash Investments Ltd15,493$1.27M0.02%+913+6.3%Added
Capital Investment Advisory Services, LLC15,743$1.27M0.16%−1,041−6.2%Reduced
Insight Inv LLC15,718$1.27M1.41%+275+1.8%Added
Gilman Hill Asset Management, LLC15,679$1.27M0.30%+534+3.5%Added
Pearl River Capital, LLC15,670$1.26M0.24%+15,670New
Whitener Capital Management, Inc.15,612$1.26M0.60%−53−0.3%Reduced
Meiji Yasuda Life Insurance Co15,578$1.26M0.03%−3,668−19.1%Reduced
Lido Advisors, LLC15,530$1.25M0.03%−991−6.0%Reduced
Central Trust Co15,519$1.25M0.04%−792−4.9%Reduced
Weaver C. Barksdale & Associates, Inc.15,517$1.25M1.26%+355+2.3%Added
Gsa Capital Partners LLP15,511$1.25M0.17%+2,403+18.3%Added
Monetary Management Group Inc15,492$1.25M0.41%+1,250+8.8%Added
Worldquant Millennium Advisors LLC15,379$1.24M0.03%−346,810−95.8%Reduced
Insight Wealth Strategies, LLC13,755$1.24M0.23%00.0%Unchanged
Wahed Invest LLC15,278$1.23M0.75%+971+6.8%Added
PFG Advisors15,270$1.23M0.14%+1,687+12.4%Added
Trust Co of Toledo NA15,232$1.23M0.24%+217+1.4%Added
Covington Capital Management15,211$1.23M0.05%+433+2.9%Added
Means Investment Co., Inc.15,189$1.23M0.27%−12−0.1%Reduced
AAFMAA Wealth Management & Trust LLC15,200$1.23M0.90%00.0%Unchanged
Wambolt & Associates, LLC15,197$1.23M0.52%+300+2.0%Added
Vicus Capital15,175$1.23M0.14%−1,952−11.4%Reduced
Trust Asset Management LLC15,137$1.22M0.17%+1,041+7.4%Added
Creative Financial Designs Inc15,085$1.22M0.20%+2,051+15.7%Added
Doliver Advisors, LP14,989$1.21M0.45%+392+2.7%Added
Wolff Wiese Magana LLC14,915$1.21M0.97%−215−1.4%Reduced
Harfst & Associates, Inc.14,906$1.20M0.36%+1,384+10.2%Added
Riverview Capital Advisers, LLC14,883$1.20M0.75%+208+1.4%Added
Oak Harbor Wealth Partners, LLC14,854$1.20M0.47%+1,102+8.0%Added
CFS Investment Advisory Services, LLC14,766$1.19M0.27%−199−1.3%Reduced
Community Bank & Trust, Waco, Texas14,745$1.19M0.42%−289−1.9%Reduced
Triangle Securities Wealth Management14,690$1.19M0.48%−65−0.4%Reduced