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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, Q4 2022

Institutional positions in Medtronic plc as of Dec 31, 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
1,971
+60 vs. Q3 2022
Shares held
1.08B
−1.65M (−0.2%) vs. Q3 2022
Total value
$84.3B
−$3.51B (−4.0%) vs. Q3 2022
New holders
210
685 more added
Sold out
150
912 more reduced

30 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,971 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ4 2022: $84.3B
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 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2022.

Institutions holding MDT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC3$00.00%00.0%Unchanged
Evolution Advisers, Inc.10$00.00%00.0%Unchanged
Annapolis Financial Services, LLC1$780.00%−481−99.8%Reduced
Column Capital Advisors, LLC1$780.00%−399−99.8%Reduced
Koesten, Hirschmann & Crabtree, INC.1$1090.00%+1New
Intelligent Financial Strategies0$2720.00%−400−100.0%Reduced
WR Wealth Planners, LLC4$3110.00%−202−98.1%Reduced
Bellwether Advisors, LLC5$3880.00%+5New
Lowe Wealth Advisors, LLC9$6990.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$6990.00%+9New
True Wealth Design, LLC10$7770.00%+10New
Versant Capital Management, Inc12$9330.00%00.0%Unchanged
Cedar Wealth Management, LLC20$1.55K0.00%00.0%Unchanged
New Millennium Group LLC22$1.68K0.00%+1+4.8%Added
Financial Synergies Wealth Advisors, Inc.24$1.87K0.00%00.0%Unchanged
James Investment Research Inc32$2.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.27$2.00K0.00%+6+28.6%Added
Magnolia Capital Management Ltd24$2.00K0.00%+24New
Creative Capital Management Investments LLC21$2.00K0.00%+21New
Spartan Planning & Wealth Management27$2.10K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC45$3.50K0.00%+45New
Trifecta Capital Advisors, LLC45$3.50K0.00%+45New
Fortis Advisors, LLC55$4.28K0.00%00.0%Unchanged
Highline Wealth Partners LLC57$4.43K0.00%+16+39.0%Added
Hartford Financial Management Inc.60$4.66K0.00%00.0%Unchanged
Islay Capital Management, LLC65$5.05K0.01%00.0%Unchanged
Schubert & Co68$5.29K0.00%−12−15.0%Reduced
Exchange Traded Concepts, LLC72$5.60K0.00%−74−50.7%Reduced
Ruedi Wealth Management, Inc.74$5.75K0.00%+74New
Core Wealth Advisors, Inc.75$5.83K0.00%00.0%Unchanged
Y.D. More Investments Ltd75$5.84K0.00%+75New
TD Capital Management LLC77$5.98K0.00%+77New
Baldrige Asset Management LLC75$6.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC79$6.14K0.00%+79New
Burleson & Company, LLC80$6.22K0.00%00.0%Unchanged
Steward Financial Group LLC93$7.00K0.00%+93New
C M Bidwell & Associates Ltd91$7.07K0.01%00.0%Unchanged
Halpern Financial, Inc.95$7.38K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.98$7.62K0.00%−1,246−92.7%Reduced
Laurel Wealth Advisors LLC100$7.77K0.00%−10−9.1%Reduced
Godsey & Gibb Associates100$7.77K0.00%+100New
Aquatic Capital Management LLC100$8.00K0.00%−2,000−95.2%Reduced
Missouri Trust & Investment Co100$8.00K0.00%−500−83.3%Reduced
AlphaMark Advisors, LLC100$8.00K0.00%00.0%Unchanged
Global Wealth Strategies & Associates106$8.24K0.00%+106New
PFS Partners, LLC106$8.26K0.01%+1+1.0%Added
Investment Research & Advisory Group, Inc.109$8.47K0.01%00.0%Unchanged
Rise Advisors, LLC110$8.58K0.01%−500−82.0%Reduced
Studio Investment Management LLC115$8.94K0.00%+115New
Tyler-Stone Wealth Management115$9.00K0.01%−157−57.7%Reduced
WFA of San Diego, LLC120$9.33K0.01%+120New
Blue Bell Private Wealth Management, LLC121$9.40K0.00%−75−38.3%Reduced
Sugarloaf Wealth Management, LLC122$9.50K0.00%−100−45.0%Reduced
Grayhawk Investment Strategies Inc.127$9.87K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC136$10.6K0.00%−191−58.4%Reduced
Richard W. Paul & Associates, LLC139$10.8K0.01%+139New
Fairfield Financial Advisors, LTD140$10.9K0.00%00.0%Unchanged
Covestor Ltd139$11.0K0.01%+23+19.8%Added
Abound Wealth Management144$11.2K0.01%−27−15.8%Reduced
HBC Financial Services, PLLC152$12.0K0.01%+51+50.5%Added
Western Pacific Wealth Management, LP160$12.4K0.01%00.0%Unchanged
West Branch Capital LLC163$12.7K0.01%−214−56.8%Reduced
Piershale Financial Group, Inc.166$12.9K0.01%+166New
Ritter Daniher Financial Advisory LLC170$13.2K0.01%00.0%Unchanged
Fiduciary Alliance LLC177$13.8K0.00%+177New
Retirement Financial Solutions, LLC185$14.4K0.01%+185New
Sofos Investments, Inc.78$14.7K0.15%−1,461−94.9%Reduced
Artemis Wealth Advisors, LLC192$15.0K0.00%−277−59.1%Reduced
Oliver Lagore Vanvalin Investment Group193$15.0K0.01%−101−34.4%Reduced
Global Financial Private Client, LLC194$15.1K0.01%+124+177.1%Added
Stephens Consulting, LLC196$15.2K0.01%−112−36.4%Reduced
Tortoise Investment Management, LLC199$15.5K0.00%−104−34.3%Reduced
Coastal Capital Group, Inc.194$15.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.204$16.0K0.00%−1,991−90.7%Reduced
J.Safra Asset Management Corp217$16.0K0.00%+217New
SOA Wealth Advisors, LLC.206$16.0K0.00%−1−0.5%Reduced
Knuff & Co LLC215$16.7K0.01%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich220$17.0K0.00%00.0%Unchanged
JCIC Asset Management Inc.235$18.0K0.01%00.0%Unchanged
Red Cedar Capital, LLC229$18.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.241$18.7K0.01%−302−55.6%Reduced
CKW Financial Group250$19.0K0.00%00.0%Unchanged
Antonetti Capital Management LLC250$19.4K0.03%−100−28.6%Reduced
Tradewinds Capital Management, LLC254$19.7K0.01%+39+18.1%Added
Tompkins Financial Corp259$20.0K0.00%−21−7.5%Reduced
QVR LLC259$20.1K0.03%−5,404−95.4%Reduced
One Wealth Advisors, LLC269$20.9K0.00%+269New
My Personal CFO, LLC272$21.1K0.02%+272New
Clearview Wealth Advisors LLC274$21.4K0.02%00.0%Unchanged
Kenfarb & Co.281$21.8K0.02%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.280$22.0K0.19%+100+55.6%Added
Sound Income Strategies, LLC287$22.3K0.00%−150−34.3%Reduced
Horan Securities, Inc.289$22.4K0.01%+38+15.1%Added
Gables Capital Management Inc.289$22.5K0.02%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.295$22.9K0.01%−2−0.7%Reduced
Ulland Investment Advisors, LLC300$23.0K0.03%00.0%Unchanged
Founders Capital Management291$23.0K0.02%00.0%Unchanged
Iron Horse Wealth Management, LLC301$23.0K0.01%+50+19.9%Added
McIlrath & Eck, LLC300$23.3K0.01%−100−25.0%Reduced
Raffa Wealth Management, LLC300$23.3K0.01%+18+6.4%Added