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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
Needham Investment Management LLC51,041$4.12M0.81%00.0%Unchanged
Boston Research & Management Inc51,010$4.12M1.40%+3,550+7.5%Added
Balyasny Asset Management LLC50,916$4.11M0.02%−1,162,482−95.8%Reduced
Smithbridge Asset Management Inc50,790$4.10M1.68%+1,879+3.8%Added
Pinnacle Associates Ltd50,561$4.08M0.09%−12,890−20.3%Reduced
Oak Harvest Investment Services50,569$4.08M1.09%+865+1.7%Added
Rench Wealth Management, Inc.50,308$4.06M2.28%+359+0.7%Added
Financial & Tax Architects, LLC49,608$4.01M1.50%+5,910+13.5%Added
Everett Harris & Co49,358$3.99M0.07%−94,097−65.6%Reduced
First Citizens Bank & Trust Co49,285$3.98M0.13%+452+0.9%Added
Money Concepts Capital Corp49,074$3.96M0.23%+21,499+78.0%Added
Ethic Inc.49,055$3.96M0.27%+15,898+47.9%Added
Susquehanna International Group, LLP48,808$3.94M0.01%−209,897−81.1%Reduced
Headinvest, LLC48,768$3.94M0.94%+940+2.0%Added
Laurion Capital Management LP48,253$3.90M0.11%+48,253New
Providence Capital Advisors, LLC47,800$3.89M1.17%+4,400+10.1%Added
1623 Capital LLC48,000$3.88M2.59%00.0%Unchanged
Cheviot Value Management, LLC47,664$3.85M1.05%+407+0.9%Added
Kentucky Retirement Systems Insurance Trust Fund47,617$3.85M0.36%+1,783+3.9%Added
Chartwell Investment Partners, LLC47,170$3.81M0.16%+9,325+24.6%Added
JustInvest LLC47,150$3.81M0.17%+7,027+17.5%Added
Stokes Capital Advisors, LLC46,685$3.77M1.40%−6,553−12.3%Reduced
Engineers Gate Manager LP46,560$3.76M0.23%−26,596−36.4%Reduced
Anchor Investment Management, LLC46,518$3.76M0.58%+1,296+2.9%Added
Jacobs & Co45,865$3.70M0.53%−553−1.2%Reduced
HM Payson & Co45,568$3.68M0.10%−4,536−9.1%Reduced
Berger Financial Group, Inc45,214$3.65M0.54%+40,211+803.7%Added
Blackhawk Capital Partners LLC.44,807$3.62M2.99%+44,807New
Sirios Capital Management L P44,741$3.61M0.67%+10,219+29.6%Added
Umb Bank N A44,396$3.58M0.06%−5,473−11.0%Reduced
Eliot Finkel Investment Counsel, LLC44,322$3.58M2.65%+800+1.8%Added
Advisory Services Network, LLC43,952$3.55M0.13%−273−0.6%Reduced
Park Avenue Securities LLC43,820$3.54M0.07%+2,486+6.0%Added
Regentatlantic Capital LLC43,740$3.53M0.11%−5,643−11.4%Reduced
Spectrum Asset Management, Inc. (NB/CA)43,335$3.53M1.81%+12,552+40.8%Added
Bowen Hanes & Co Inc43,588$3.52M0.14%+17,513+67.2%Added
First Washington CORP43,578$3.52M1.77%00.0%Unchanged
Segall Bryant & Hamill, LLC43,516$3.51M0.04%+350+0.8%Added
Argyle Capital Management Inc.42,570$3.44M1.34%+770+1.8%Added
Ironwood Investment Counsel, LLC42,484$3.43M0.98%+4,544+12.0%Added
Great Valley Advisor Group, Inc.42,416$3.42M0.19%−2,845−6.3%Reduced
Old Second National Bank of Aurora42,166$3.40M1.05%−920−2.1%Reduced
Acadian Asset Management LLC42,035$3.39M0.02%+25,611+155.9%Added
Cetera Advisors LLC41,841$3.38M0.09%+2,352+6.0%Added
Focus Financial Network, Inc.41,413$3.37M0.29%−913−2.2%Reduced
Summit Global Investments41,704$3.37M0.31%+11,090+36.2%Added
Tredje AP-fonden41,569$3.36M0.07%−105,137−71.7%Reduced
Sompo Asset Management Co., Ltd.41,230$3.33M0.85%+9,020+28.0%Added
Icon Wealth Advisors, LLC41,024$3.31M0.40%+41,024New
Cutter & CO Brokerage, Inc.40,777$3.29M1.22%−740−1.8%Reduced
Snowden Capital Advisors LLC40,227$3.25M0.15%+6,257+18.4%Added
Roberts Wealth Advisors, LLC38,233$3.23M1.59%+169+0.4%Added
GHP Investment Advisors, Inc.39,871$3.22M0.25%+2,599+7.0%Added
Avantax Advisory Services, Inc.39,805$3.21M0.05%+4,968+14.3%Added
American Portfolios Advisors39,363$3.18M0.13%+9,655+32.5%Added
Veritable, L.P.39,253$3.17M0.06%−7,526−16.1%Reduced
Bogart Wealth, LLC39,053$3.15M0.26%+6,979+21.8%Added
Horizon Investments, LLC39,029$3.15M0.10%+4,858+14.2%Added
Woodley Farra Manion Portfolio Management Inc38,756$3.14M0.25%+769+2.0%Added
Pettyjohn, Wood & White, Inc38,881$3.14M0.84%+629+1.6%Added
RBA Wealth Management, LLC38,752$3.13M1.80%+616+1.6%Added
Bank of Nova Scotia38,603$3.12M0.01%−688−1.8%Reduced
Aigen Investment Management, LP38,491$3.11M0.45%+1,171+3.1%Added
Argent Trust Co38,356$3.10M0.22%+1,824+5.0%Added
Benjamin F. Edwards & Company, Inc.38,326$3.10M0.16%−94−0.2%Reduced
Kesler, Norman & Wride, LLC38,265$3.09M0.86%+1,888+5.2%Added
Family Management Corp38,221$3.09M0.83%−1,066−2.7%Reduced
Palisade Asset Management, LLC38,108$3.08M0.42%+306+0.8%Added
Pittenger & Anderson Inc37,901$3.06M0.18%+740+2.0%Added
Brinker Capital Investments, LLC37,708$3.04M0.06%+5,137+15.8%Added
Courier Capital LLC37,556$3.03M0.38%−23−0.1%Reduced
Baker Chad R37,550$3.03M0.86%00.0%Unchanged
Brookstone Capital Management37,725$3.03M0.07%+4,016+11.9%Added
Richelieu Gestion PLC37,440$3.02M3.60%−889−2.3%Reduced
Oak Asset Management, LLC37,318$3.01M1.46%+37,318New
Augustine Asset Management Inc37,132$3.00M1.97%+855+2.4%Added
Transcend Wealth Collective, LLC37,038$2.99M0.33%−4,223−10.2%Reduced
Walter & Keenan Financial Consulting Co37,035$2.99M1.27%+457+1.2%Added
Ieq Capital, LLC36,907$2.98M0.08%+6,689+22.1%Added
Gofen & Glossberg LLC36,799$2.97M0.08%+2,559+7.5%Added
Andesa Financial Management Inc.36,779$2.97M1.04%+14,309+63.7%Added
Pathstone Family Office, LLC36,132$2.95M0.06%+11,493+46.6%Added
Beach Investment Counsel Inc36,466$2.94M0.42%−56−0.2%Reduced
IFP Advisors, Inc36,215$2.94M0.09%+3,986+12.4%Added
Butensky & Cohen Financial Security, Inc36,181$2.92M1.21%+4,573+14.5%Added
Financial Advisory Partners, LLC35,815$2.89M1.26%+545+1.5%Added
Coston, McIsaac & Partners35,599$2.87M1.31%+5,652+18.9%Added
Bridge Creek Capital Management LLC35,441$2.86M1.23%+445+1.3%Added
Alps Advisors Inc35,386$2.86M0.03%−7,539−17.6%Reduced
Bray Capital Advisors35,135$2.84M0.89%−19−0.1%Reduced
St Germain D J Co Inc31,559$2.83M0.19%00.0%Unchanged
Greenline Partners, LLC35,019$2.83M0.64%+142+0.4%Added
B & T Capital Management DBA Alpha Capital Management34,721$2.80M0.74%+1,952+6.0%Added
Strategy Asset Managers LLC34,722$2.80M0.76%+3,165+10.0%Added
Broderick Brian C34,727$2.80M0.88%+6,722+24.0%Added
TrinityPoint Wealth, LLC34,652$2.80M0.64%+15,181+78.0%Added
Virginia Retirement Systems Et Al34,600$2.79M0.03%+34,600New
Puzo Michael J34,532$2.79M1.06%+6,792+24.5%Added
Capital Insight Partners, LLC34,518$2.79M0.75%+177+0.5%Added
Freestone Capital Holdings, LLC34,434$2.78M0.13%−4,919−12.5%Reduced