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, 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
- 1,970
- +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
- 911 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 12,757 | $991.5K | 0.31% | −175−1.4% | Reduced |
| Greenleaf Trust | 12,763 | $992.0K | 0.01% | −8,393−39.7% | Reduced |
| MSH Capital Advisors LLC | 12,847 | $998.5K | 0.45% | −661−4.9% | Reduced |
| Logan Capital Management Inc | 12,850 | $998.7K | 0.05% | +791+6.6% | Added |
| Vident Investment Advisory, LLC | 12,857 | $999.2K | 0.04% | +4,721+58.0% | Added |
| Martin Investment Management, LLC | 12,885 | $1.00M | 0.31% | +3,280+34.1% | Added |
| Tradition Wealth Management, LLC | 12,937 | $1.00M | 0.14% | −544−4.0% | Reduced |
| Guardian Wealth Management, Inc. | 12,989 | $1.01M | 0.99% | −40−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.01M | 0.42% | 00.0% | Unchanged |
| Pitcairn Co | 13,010 | $1.01M | 0.10% | −1,615−11.0% | Reduced |
| Stratos Wealth Advisors, LLC | 13,010 | $1.01M | 0.08% | −3,063−19.1% | Reduced |
| Rothschild Investment Corp | 13,031 | $1.01M | 0.09% | −804−5.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,074 | $1.02M | 0.18% | −302−2.3% | Reduced |
| PFG Advisors | 13,079 | $1.02M | 0.10% | −2,191−14.3% | Reduced |
| Lake Street Financial LLC | 13,087 | $1.02M | 0.21% | −3,576−21.5% | Reduced |
| Moneta Group Investment Advisors LLC | 12,199 | $1.02M | 0.03% | +1,115+10.1% | Added |
| Cresset Asset Management, LLC | 21,677 | $1.02M | 0.01% | −3,144−12.7% | Reduced |
| Pflug Koory, LLC | 13,209 | $1.03M | 0.57% | +1,542+13.2% | Added |
| Dearborn Partners LLC | 13,238 | $1.03M | 0.04% | +930+7.6% | Added |
| New England Research & Management, Inc. | 13,268 | $1.03M | 0.59% | −5,596−29.7% | Reduced |
| Connectus Wealth, LLC | 13,281 | $1.03M | 0.03% | −8,818−39.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,184 | $1.03M | 0.02% | −5,599−29.8% | Reduced |
| Bartlett & Co. LLC | 13,184 | $1.03M | 0.02% | −5,599−29.8% | Reduced |
| SNS Financial Group, LLC | 13,201 | $1.04M | 0.14% | −934−6.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,327 | $1.04M | 0.02% | −354−2.6% | Reduced |
| Gs Investments, Inc. | 13,347 | $1.04M | 0.64% | −2,530−15.9% | Reduced |
| CFS Investment Advisory Services, LLC | 13,380 | $1.04M | 0.24% | −1,386−9.4% | Reduced |
| High Net Worth Advisory Group LLC | 13,394 | $1.04M | 0.40% | +251+1.9% | Added |
| Foundations Investment Advisors, LLC | 13,461 | $1.05M | 0.04% | +4,005+42.4% | Added |
| Lido Advisors, LLC | 13,475 | $1.05M | 0.02% | −2,055−13.2% | Reduced |
| Oak Associates, Ltd | 13,494 | $1.05M | 0.09% | −49,839−78.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,557 | $1.05M | 0.12% | +122+0.9% | Added |
| Rossmore Private Capital | 14,010 | $1.05M | 0.17% | −202−1.4% | Reduced |
| Aberdeen Wealth Management LLC | 13,579 | $1.06M | 0.80% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.06M | 1.11% | – | – |
| ICW Investment Advisors LLC | 13,709 | $1.07M | 0.64% | +184+1.4% | Added |
| Citizens Financial Group Inc | 13,641 | $1.07M | 0.04% | −806−5.6% | Reduced |
| Vicus Capital | 13,718 | $1.07M | 0.12% | −1,457−9.6% | Reduced |
| XML Financial, LLC | 13,732 | $1.07M | 0.13% | +1,473+12.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,753 | $1.07M | 0.08% | +1,953+16.6% | Added |
| Alaethes Wealth LLC | 13,765 | $1.07M | 0.74% | +488+3.7% | Added |
| Trust Co of Toledo NA | 13,812 | $1.07M | 0.20% | −1,420−9.3% | Reduced |
| Columbia Asset Management | 13,825 | $1.07M | 0.26% | +276+2.0% | Added |
| IMA Wealth, Inc. | 13,831 | $1.07M | 0.28% | −4,074−22.8% | Reduced |
| Broderick Brian C | 13,856 | $1.08M | 0.32% | −20,871−60.1% | Reduced |
| Signature Wealth Management Group | 13,872 | $1.08M | 0.53% | −2,530−15.4% | Reduced |
| Dana Investment Advisors, Inc. | 13,883 | $1.08M | 0.06% | +306+2.3% | Added |
| Outfitter Financial LLC | 13,906 | $1.08M | 0.98% | −49−0.4% | Reduced |
| Searle & Co. | 13,919 | $1.08M | 0.37% | −4,900−26.0% | Reduced |
| Cyrus J. Lawrence, LLC | 13,924 | $1.08M | 0.32% | +6,497+87.5% | Added |
| NewEdge Wealth, LLC | 13,953 | $1.08M | 0.05% | −1,836−11.6% | Reduced |
| B&D White Capital Company, LLC | 14,000 | $1.09M | 0.38% | +14,000 | New |
| McKinley Carter Wealth Services, Inc. | 14,048 | $1.09M | 0.09% | +262+1.9% | Added |
| Beacon Financial Group | 14,018 | $1.09M | 0.15% | −282−2.0% | Reduced |
| Westside Investment Management, Inc. | 14,099 | $1.09M | 0.01% | +883+6.7% | Added |
| Walleye Capital LLC | 14,124 | $1.10M | 0.02% | +14,124 | New |
| Arnhold LLC | 14,140 | $1.10M | 0.13% | 00.0% | Unchanged |
| Chicago Trust Co NA | 14,162 | $1.10M | 0.27% | −2,122−13.0% | Reduced |
| Capstone Investment Advisors, LLC | 14,172 | $1.10M | 0.03% | −93,736−86.9% | Reduced |
| Griffin Asset Management, Inc. | 14,201 | $1.10M | 0.17% | −6,044−29.9% | Reduced |
| Duff & Phelps Investment Management Co | 14,257 | $1.11M | 0.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 14,331 | $1.11M | 0.40% | −1,261−8.1% | Reduced |
| Evergreen Wealth Management, LLC | 14,373 | $1.12M | 1.03% | +14,373 | New |
| Nicholas Hoffman & Company, LLC. | 14,376 | $1.12M | 0.12% | +10,869+309.9% | Added |
| Intrua Financial, LLC | 14,073 | $1.12M | 0.26% | +5,028+55.6% | Added |
| Insight Wealth Strategies, LLC | 14,467 | $1.12M | 0.22% | +712+5.2% | Added |
| Valeo Financial Advisors, LLC | 14,506 | $1.13M | 0.06% | −5,912−29.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,371 | $1.13M | 0.11% | −4,954−25.6% | Reduced |
| Doliver Advisors, LP | 14,539 | $1.13M | 0.37% | −450−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 14,543 | $1.13M | 0.11% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 14,567 | $1.13M | 0.02% | +14,567 | New |
| Cary Street Partner Investment Advisory LLC | 14,597 | $1.13M | 0.08% | −4,181−22.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 14,634 | $1.14M | 0.28% | +1,860+14.6% | Added |
| Aigen Investment Management, LP | 14,672 | $1.14M | 0.16% | −23,819−61.9% | Reduced |
| Patten Group, Inc. | 14,760 | $1.15M | 0.36% | −4,250−22.4% | Reduced |
| Monetary Management Group Inc | 14,767 | $1.15M | 0.36% | −725−4.7% | Reduced |
| Riverview Capital Advisers, LLC | 14,883 | $1.16M | 0.62% | 00.0% | Unchanged |
| CNB Bank | 14,920 | $1.16M | 0.72% | +5,382+56.4% | Added |
| Community Bank of Raymore | 14,935 | $1.16M | 0.42% | +9,220+161.3% | Added |
| Meitav Dash Investments Ltd | 15,029 | $1.16M | 0.02% | −464−3.0% | Reduced |
| Stiles Financial Services Inc | 14,982 | $1.16M | 0.67% | +1,247+9.1% | Added |
| Harrington Investments, INC | 14,985 | $1.16M | 0.84% | +1,242+9.0% | Added |
| Global Retirement Partners, LLC | 15,031 | $1.17M | 0.08% | +450+3.1% | Added |
| Meeder Advisory Services, Inc. | 15,035 | $1.17M | 0.15% | +15,035 | New |
| Puzo Michael J | 15,073 | $1.17M | 0.42% | −19,459−56.4% | Reduced |
| Goodman Advisory Group, LLC | 15,085 | $1.17M | 0.68% | +6,455+74.8% | Added |
| International Assets Investment Management, LLC | 15,090 | $1.17M | 0.12% | +3,942+35.4% | Added |
| Trust Asset Management LLC | 15,137 | $1.18M | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,149 | $1.18M | 0.05% | −1,666−9.9% | Reduced |
| Rockland Trust Co | 15,148 | $1.18M | 0.07% | +3,560+30.7% | Added |
| Petredis Investment Advisors LLC | 15,197 | $1.18M | 0.21% | +15,197 | New |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.18M | 1.07% | 00.0% | Unchanged |
| Central Trust Co | 15,212 | $1.18M | 0.04% | −307−2.0% | Reduced |
| Harfst & Associates, Inc. | 15,221 | $1.18M | 0.34% | +315+2.1% | Added |
| Zeke Capital Advisors, LLC | 15,301 | $1.19M | 0.08% | −1,157−7.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 15,338 | $1.19M | 0.49% | −15,623−50.5% | Reduced |
| Berkeley Capital Partners, LLC | 15,359 | $1.19M | 0.46% | +3,343+27.8% | Added |
| First American Bank | 15,360 | $1.19M | 0.11% | −12,584−45.0% | Reduced |
| Werlinich Asset Management, LLC | 15,430 | $1.20M | 1.11% | −340−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,510 | $1.21M | 0.22% | +6,458+71.3% | Added |