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
- 1,970
- +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 | 2,149 | $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, 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 15,515 | $1.21M | 0.05% | −2,694−14.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 15,549 | $1.21M | 1.80% | −712−4.4% | Reduced |
| Insight Inv LLC | 15,603 | $1.21M | 1.22% | −115−0.7% | Reduced |
| Wolff Wiese Magana LLC | 15,777 | $1.23M | 1.05% | +862+5.8% | Added |
| Founders Financial Securities LLC | 15,783 | $1.23M | 0.19% | +4,393+38.6% | Added |
| Bradley Foster & Sargent Inc | 15,830 | $1.23M | 0.03% | −132−0.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 15,872 | $1.23M | 1.09% | +355+2.3% | Added |
| Altfest L J & Co Inc | 15,888 | $1.24M | 0.20% | −969−5.7% | Reduced |
| Hoylecohen, LLC | 15,907 | $1.24M | 0.12% | −7,832−33.0% | Reduced |
| Dudley Capital Management, LLC | 15,910 | $1.24M | 0.91% | +15,910 | New |
| Chemung Canal Trust Co | 15,923 | $1.24M | 0.28% | −52,274−76.7% | Reduced |
| Spinnaker Trust | 15,945 | $1.24M | 0.10% | −2,091−11.6% | Reduced |
| Capital Investment Advisory Services, LLC | 15,975 | $1.24M | 0.15% | +232+1.5% | Added |
| Lederer & Associates Investment Counsel | 16,024 | $1.25M | 1.02% | −845−5.0% | Reduced |
| MV Capital Management, Inc. | 16,032 | $1.25M | 0.19% | +272+1.7% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.25M | 0.65% | +100+0.6% | Added |
| WSFS Capital Management, LLC | 16,083 | $1.25M | 0.14% | +9,296+137.0% | Added |
| Western Wealth Management, LLC | 16,130 | $1.25M | 0.13% | −11,417−41.4% | Reduced |
| Harbor Investment Advisory, LLC | 16,188 | $1.26M | 0.20% | +101+0.6% | Added |
| Boston Family Office LLC | 16,228 | $1.26M | 0.10% | +1,938+13.6% | Added |
| Wambolt & Associates, LLC | 16,243 | $1.26M | 0.48% | +1,046+6.9% | Added |
| Schulhoff & Co Inc | 16,515 | $1.28M | 0.59% | −400−2.4% | Reduced |
| Cigna Investments Inc | 16,606 | $1.29M | 0.27% | +147+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 16,725 | $1.30M | 0.92% | +322+2.0% | Added |
| Argent Advisors, Inc. | 16,736 | $1.30M | 0.67% | −402−2.3% | Reduced |
| Heritage Wealth Management, LLC | 16,756 | $1.30M | 0.19% | +9,662+136.2% | Added |
| Rehmann Capital Advisory Group | 16,803 | $1.31M | 0.13% | +7,818+87.0% | Added |
| Sicart Associates LLC | 16,691 | $1.31M | 0.46% | −3,615−17.8% | Reduced |
| Guild Investment Management, Inc. | 16,700 | $1.31M | 2.24% | +3,970+31.2% | Added |
| Keene & Associates, Inc. | 16,850 | $1.31M | 1.17% | −15,492−47.9% | Reduced |
| Voya Financial Advisors, Inc. | 16,871 | $1.31M | 0.17% | −2,735−13.9% | Reduced |
| Capital Investment Advisors, LLC | 16,944 | $1.32M | 0.04% | −4,062−19.3% | Reduced |
| Proequities, Inc. | 16,854 | $1.32M | 0.11% | +16,854 | New |
| Creative Financial Designs Inc | 17,153 | $1.33M | 0.20% | +2,068+13.7% | Added |
| Jacobi Capital Management LLC | 17,181 | $1.34M | 0.17% | +3,946+29.8% | Added |
| Two Sigma Securities, LLC | 17,252 | $1.34M | 0.19% | +9,010+109.3% | Added |
| Belpointe Asset Management LLC | 17,293 | $1.34M | 0.08% | −1,125−6.1% | Reduced |
| Wahed Invest LLC | 17,310 | $1.35M | 0.70% | +2,032+13.3% | Added |
| Ashton Thomas Private Wealth, LLC | 17,355 | $1.35M | 0.13% | −4,059−19.0% | Reduced |
| Canandaigua National Corp | 17,374 | $1.35M | 0.23% | −152−0.9% | Reduced |
| Strategic Advisors LLC | 17,521 | $1.36M | 0.30% | +7,232+70.3% | Added |
| Agate Pass Investment Management, LLC | 17,569 | $1.37M | 0.97% | +3,045+21.0% | Added |
| Wetherby Asset Management Inc | 17,586 | $1.37M | 0.09% | −6,567−27.2% | Reduced |
| Raleigh Capital Management Inc. | 17,587 | $1.37M | 0.71% | +12,644+255.8% | Added |
| SevenBridge Financial Group, LLC | 17,628 | $1.37M | 0.40% | +977+5.9% | Added |
| Dynamic Advisor Solutions LLC | 17,759 | $1.38M | 0.09% | −685−3.7% | Reduced |
| Lakeside Advisors, INC. | 17,775 | $1.38M | 1.13% | −294−1.6% | Reduced |
| Banco de Sabadell, S.A | 18,001 | $1.40M | 1.18% | −749−4.0% | Reduced |
| Investment House LLC | 17,983 | $1.40M | 0.13% | −14,542−44.7% | Reduced |
| Trust Co of Oklahoma | 18,100 | $1.41M | 0.57% | −1,635−8.3% | Reduced |
| Andesa Financial Management Inc. | 18,221 | $1.42M | 0.77% | −18,558−50.5% | Reduced |
| Charter Oak Capital Management, LLC | 18,326 | $1.42M | 0.21% | −50−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 18,449 | $1.43M | 0.29% | +2,770+17.7% | Added |
| AIMZ Investment Advisors, LLC | 18,505 | $1.44M | 0.68% | −146−0.8% | Reduced |
| American Trust | 18,554 | $1.44M | 0.13% | −1,125−5.7% | Reduced |
| Red Spruce Capital, LLC | 18,610 | $1.45M | 0.92% | +2,450+15.2% | Added |
| Venture Visionary Partners LLC | 18,664 | $1.45M | 0.10% | −5,363−22.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 18,514 | $1.45M | 0.48% | +4,265+29.9% | Added |
| Paradigm Asset Management Co LLC | 18,700 | $1.45M | 0.41% | +18,700 | New |
| NTV Asset Management LLC | 18,719 | $1.45M | 0.29% | −1,710−8.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,721 | $1.45M | 0.18% | −4,781−20.3% | Reduced |
| FACT Capital, LP | 18,738 | $1.46M | 0.85% | +18,738 | New |
| Albion Financial Group | 18,756 | $1.46M | 0.14% | −2,090−10.0% | Reduced |
| NBT Bank N A | 18,770 | $1.46M | 0.21% | −529−2.7% | Reduced |
| Autumn Glory Partners, LLC | 18,800 | $1.46M | 0.78% | −205−1.1% | Reduced |
| Epiq Partners, LLC | 18,809 | $1.46M | 0.97% | −300−1.6% | Reduced |
| Sandy Spring Bank | 18,843 | $1.46M | 0.09% | −1,043−5.2% | Reduced |
| Old North State Wealth Management, LLC | 18,840 | $1.47M | 1.47% | +13,664+264.0% | Added |
| Access Financial Services, Inc. | 18,955 | $1.47M | 0.90% | −378−2.0% | Reduced |
| Clearstead Advisors, LLC | 18,999 | $1.48M | 0.12% | −1,639−7.9% | Reduced |
| Virtu Financial LLC | 19,003 | $1.48M | 0.20% | −1,048−5.2% | Reduced |
| Benin Management CORP | 19,077 | $1.48M | 0.60% | −7,550−28.4% | Reduced |
| Connolly Sarah T. | 19,126 | $1.49M | 1.01% | +131+0.7% | Added |
| YHB Investment Advisors, Inc. | 19,152 | $1.49M | 0.16% | −7,105−27.1% | Reduced |
| Cascade Investment Advisors, Inc. | 19,304 | $1.50M | 1.25% | +4,342+29.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 19,404 | $1.51M | 0.54% | −163−0.8% | Reduced |
| Loudon Investment Management, LLC | 19,498 | $1.52M | 1.09% | +2,460+14.4% | Added |
| Wolverine Trading, LLC | 19,503 | $1.52M | 0.03% | +19,503 | New |
| Telemus Capital, LLC | 18,864 | $1.53M | 0.14% | −460−2.4% | Reduced |
| Equitable Trust Co | 19,634 | $1.53M | 0.12% | −133,639−87.2% | Reduced |
| 1st Source Bank | 19,720 | $1.53M | 0.10% | −215−1.1% | Reduced |
| Xcel Wealth Management, LLC | 19,765 | $1.54M | 0.60% | −42,587−68.3% | Reduced |
| Alpha Paradigm Partners, LLC | 19,790 | $1.54M | 0.63% | +19,790 | New |
| Group One Trading, L.P. | 19,809 | $1.54M | 0.05% | +19,809 | New |
| Cordatus Wealth Management LLC | 19,857 | $1.54M | 2.26% | +19,857 | New |
| AXS Investments LLC | 19,936 | $1.55M | 0.55% | +3,056+18.1% | Added |
| Silvant Capital Management LLC | 19,848 | $1.56M | 0.11% | −5,712−22.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 20,090 | $1.58M | 0.76% | −23,245−53.6% | Reduced |
| Garrett Investment Advisors LLC | 20,331 | $1.58M | 0.28% | +8,095+66.2% | Added |
| Williams Jones Wealth Management, LLC. | 20,374 | $1.58M | 0.03% | −725−3.4% | Reduced |
| Bowen Hanes & Co Inc | 20,378 | $1.58M | 0.06% | −23,210−53.2% | Reduced |
| Apollon Wealth Management, LLC | 20,382 | $1.58M | 0.11% | −3,704−15.4% | Reduced |
| Summit Financial, LLC | 20,463 | $1.59M | 0.15% | −1,000−4.7% | Reduced |
| Wunderlich Capital Managemnt | 20,475 | $1.59M | 0.89% | +331+1.6% | Added |
| Great Valley Advisor Group, Inc. | 20,473 | $1.59M | 0.08% | −21,943−51.7% | Reduced |
| Stratos Wealth Partners, LTD. | 20,622 | $1.60M | 0.04% | −2,342−10.2% | Reduced |
| IFG Advisory, LLC | 20,627 | $1.60M | 0.16% | +584+2.9% | Added |
| Fernwood Investment Management, LLC | 20,646 | $1.60M | 0.66% | −400−1.9% | Reduced |
| Drexel Morgan & Co. | 20,701 | $1.61M | 0.33% | 00.0% | Unchanged |
| Cipher Capital LP | 20,926 | $1.63M | 0.31% | −52,444−71.5% | Reduced |