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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 34,182 | $2.76M | 0.06% | +735+2.2% | Added |
| Advisor Partners II, LLC | 34,086 | $2.75M | 0.21% | +34,086 | New |
| Fiduciary Group LLC | 33,507 | $2.74M | 0.36% | −5,664−14.5% | Reduced |
| Bremer Bank National Association | 33,894 | $2.74M | 0.61% | −3,047−8.2% | Reduced |
| Ergoteles LLC | 33,850 | $2.73M | 0.10% | +16,535+95.5% | Added |
| Dowling & Yahnke LLC | 33,674 | $2.72M | 0.13% | −1,011−2.9% | Reduced |
| Moreno Evelyn V | 33,465 | $2.70M | 1.22% | −37,094−52.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 33,437 | $2.70M | 2.43% | +25+0.1% | Added |
| National Asset Management, Inc. | 33,362 | $2.70M | 0.08% | +1,963+6.3% | Added |
| CAPROCK Group, Inc. | 32,925 | $2.68M | 0.26% | +2,716+9.0% | Added |
| Chilton Investment Co LLC | 33,176 | $2.68M | 0.08% | +30,334+1,067.3% | Added |
| Perkins Coie Trust Co | 33,082 | $2.67M | 1.02% | −861−2.5% | Reduced |
| Intrepid Family Office LLC | 33,000 | $2.67M | 8.06% | +8,000+32.0% | Added |
| Claret Asset Management Corp | 32,990 | $2.66M | 0.63% | −165−0.5% | Reduced |
| Plimoth Trust Co LLC | 32,948 | $2.66M | 0.92% | −513−1.5% | Reduced |
| Arlington Partners LLC | 32,706 | $2.64M | 1.06% | +4,455+15.8% | Added |
| Americana Partners, LLC | 32,565 | $2.63M | 0.47% | −4,984−13.3% | Reduced |
| Investment House LLC | 32,525 | $2.63M | 0.25% | −27,051−45.4% | Reduced |
| Keene & Associates, Inc. | 32,342 | $2.61M | 2.40% | +1,358+4.4% | Added |
| Farmers National Bank | 32,022 | $2.59M | 1.04% | +2,919+10.0% | Added |
| Mandatum Life Insurance Co Ltd | 32,000 | $2.58M | 0.82% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 31,900 | $2.58M | 1.34% | −150−0.5% | Reduced |
| Exchange Capital Management, Inc. | 31,895 | $2.58M | 0.60% | −768−2.4% | Reduced |
| Aaron Wealth Advisors | 31,865 | $2.57M | 0.47% | +21,117+196.5% | Added |
| AMG National Trust Bank | 31,840 | $2.57M | 0.10% | +3,882+13.9% | Added |
| Sectoral Asset Management Inc | 31,551 | $2.55M | 0.50% | +6,000+23.5% | Added |
| Surevest, LLC | 31,546 | $2.55M | 0.69% | −853−2.6% | Reduced |
| Zurich Insurance Group Ltd | 31,400 | $2.54M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 31,359 | $2.53M | 0.10% | +112+0.4% | Added |
| Hengehold Capital Management LLC | 31,068 | $2.51M | 0.39% | −90−0.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 30,961 | $2.50M | 1.15% | +3,168+11.4% | Added |
| Citizens National Bank Trust Department | 30,834 | $2.49M | 0.77% | −1,373−4.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 30,453 | $2.46M | 1.69% | −25,333−45.4% | Reduced |
| Cubic Asset Management, LLC | 30,417 | $2.46M | 0.73% | +20+0.1% | Added |
| Avidian Wealth Solutions, LLC | 30,398 | $2.46M | 0.18% | +1,506+5.2% | Added |
| Hall Laurie J Trustee | 30,355 | $2.45M | 1.21% | −14,586−32.5% | Reduced |
| Cohen Capital Management, Inc. | 30,352 | $2.45M | 0.54% | 00.0% | Unchanged |
| Community Trust & Investment Co | 30,191 | $2.44M | 0.23% | −162,473−84.3% | Reduced |
| Sivik Global Healthcare LLC | 30,000 | $2.42M | 1.35% | −10,000−25.0% | Reduced |
| Level Four Advisory Services, LLC | 29,952 | $2.42M | 0.24% | −1,922−6.0% | Reduced |
| JNBA Financial Advisors | 29,856 | $2.41M | 0.37% | +174+0.6% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.40M | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 29,593 | $2.39M | 0.13% | −1,245−4.0% | Reduced |
| CenterBook Partners LP | 29,559 | $2.39M | 0.46% | +367+1.3% | Added |
| Okabena Investment Services Inc | 29,395 | $2.37M | 1.15% | −33−0.1% | Reduced |
| Rathbone Brothers plc | 29,342 | $2.37M | 0.03% | −1,052−3.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,277 | $2.36M | 0.12% | +2,223+8.2% | Added |
| Stock Yards Bank & Trust Co | 29,247 | $2.36M | 0.10% | −887−2.9% | Reduced |
| Bank Ozk | 28,600 | $2.31M | 1.25% | −146−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 28,209 | $2.30M | 0.22% | +1,687+6.4% | Added |
| Western Wealth Management, LLC | 27,547 | $2.29M | 0.13% | +4,953+21.9% | Added |
| Fundamentun, LLC | 28,082 | $2.27M | 0.46% | −1,418−4.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 28,029 | $2.26M | 0.38% | +9,400+50.5% | Added |
| NovaPoint Capital, LLC | 27,960 | $2.26M | 1.03% | +568+2.1% | Added |
| First American Bank | 27,944 | $2.26M | 0.24% | −36,780−56.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 27,898 | $2.25M | 0.33% | −4,670−14.3% | Reduced |
| Cypress Asset Management Inc | 27,836 | $2.25M | 0.86% | −315−1.1% | Reduced |
| Delta Capital Management LLC | 27,670 | $2.23M | 1.82% | 00.0% | Unchanged |
| Laffer Tengler Investments | 27,505 | $2.22M | 0.82% | +2,543+10.2% | Added |
| Carnegie Capital Asset Management, LLC | 27,299 | $2.20M | 0.11% | +1,735+6.8% | Added |
| Compton Capital Management Inc | 27,256 | $2.20M | 1.47% | −216−0.8% | Reduced |
| Stone Point Wealth LLC | 27,237 | $2.20M | 1.35% | +1,505+5.8% | Added |
| Uncommon Cents Investing LLC | 27,212 | $2.20M | 0.92% | +5,803+27.1% | Added |
| Sowell Financial Services LLC | 26,946 | $2.19M | 0.22% | −165−0.6% | Reduced |
| Hanson & Doremus Investment Management | 27,174 | $2.19M | 0.57% | +4,846+21.7% | Added |
| Parsons Capital Management Inc | 27,063 | $2.19M | 0.20% | −391−1.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $2.18M | 0.74% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 26,993 | $2.18M | 0.53% | −757−2.7% | Reduced |
| LVW Advisors, LLC | 26,991 | $2.18M | 0.49% | −506−1.8% | Reduced |
| Garrison Asset Management, LLC | 26,752 | $2.16M | 1.53% | −117−0.4% | Reduced |
| Walleye Trading LLC | 26,698 | $2.16M | 0.07% | −70,555−72.5% | Reduced |
| Benin Management CORP | 26,627 | $2.15M | 0.90% | +250+0.9% | Added |
| Sawtooth Solutions, LLC | 26,552 | $2.14M | 0.31% | +5,891+28.5% | Added |
| Legacy Advisors, LLC | 26,300 | $2.14M | 0.47% | +1,890+7.7% | Added |
| Kidder Stephen W | 26,347 | $2.13M | 0.87% | +3,050+13.1% | Added |
| YHB Investment Advisors, Inc. | 26,257 | $2.12M | 0.24% | −1,412−5.1% | Reduced |
| Shorepoint Capital Partners LLC | 26,197 | $2.12M | 1.01% | −2,424−8.5% | Reduced |
| Gladstone Institutional Advisory LLC | 26,196 | $2.12M | 0.17% | −457−1.7% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.11M | 0.44% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 26,139 | $2.11M | 0.52% | −3,717−12.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 26,142 | $2.11M | 1.58% | +4,756+22.2% | Added |
| Concentric Wealth Management, LLC | 26,132 | $2.11M | 0.78% | +585+2.3% | Added |
| San Luis Wealth Advisors LLC | 26,030 | $2.10M | 2.20% | +8,107+45.2% | Added |
| Legacy Wealth Asset Management, LLC | 25,951 | $2.10M | 0.92% | −753−2.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 25,940 | $2.10M | 1.29% | +50.0% | Added |
| Brown Brothers Harriman & Co | 25,914 | $2.09M | 0.02% | +1,385+5.6% | Added |
| Duality Advisers, LP | 25,853 | $2.09M | 0.23% | +25,853 | New |
| Silvant Capital Management LLC | 25,560 | $2.08M | 0.14% | −236−0.9% | Reduced |
| Comerica Securities,inc. | 25,458 | $2.07M | 0.17% | +1,830+7.7% | Added |
| Sumitomo Life Insurance Co | 25,518 | $2.06M | 0.09% | −3,173−11.1% | Reduced |
| Cohen Lawrence B | 25,502 | $2.06M | 1.59% | −494−1.9% | Reduced |
| ProVise Management Group, LLC | 25,455 | $2.06M | 0.23% | +3,854+17.8% | Added |
| Silvercrest Asset Management Group LLC | 25,408 | $2.05M | 0.02% | −1,200−4.5% | Reduced |
| Conning Inc. | 25,357 | $2.05M | 0.07% | −58,045−69.6% | Reduced |
| Citadel Investment Advisory, Inc. | 25,320 | $2.04M | 1.56% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 25,205 | $2.04M | 0.85% | +398+1.6% | Added |
| Prudential PLC | 25,178 | $2.03M | 0.03% | +2,784+12.4% | Added |
| Webster Bank, N. A. | 25,095 | $2.03M | 0.29% | +187+0.8% | Added |
| Veriti Management LLC | 25,101 | $2.03M | 0.30% | +345+1.4% | Added |
| United Fire Group Inc | 25,000 | $2.02M | 1.35% | 00.0% | Unchanged |