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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 20,955 | $1.63M | 0.21% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 21,049 | $1.64M | 1.91% | +2,409+12.9% | Added |
| LMCG Investments, LLC | 21,061 | $1.64M | 0.11% | −1,311−5.9% | Reduced |
| Hengehold Capital Management LLC | 21,257 | $1.65M | 0.23% | −9,811−31.6% | Reduced |
| Koss-Olinger Consulting, LLC | 21,272 | $1.65M | 0.24% | +14,483+213.3% | Added |
| Tealwood Asset Management Inc | 21,288 | $1.66M | 0.86% | −465−2.1% | Reduced |
| Caliber Wealth Management, LLC | 21,297 | $1.66M | 1.27% | +10,900+104.8% | Added |
| Comgest Global Investors S.A.S. | 21,300 | $1.66M | 0.04% | −3,679−14.7% | Reduced |
| Qsemble Capital Management, LP | 21,300 | $1.66M | 1.15% | +21,300 | New |
| Longfellow Investment Management Co LLC | 21,314 | $1.66M | 0.38% | +2,391+12.6% | Added |
| Versor Investments LP | 21,500 | $1.67M | 0.14% | +17,900+497.2% | Added |
| Shufro Rose & Co LLC | 21,549 | $1.67M | 0.14% | +7,047+48.6% | Added |
| Fiduciary Group LLC | 21,704 | $1.69M | 0.22% | −11,803−35.2% | Reduced |
| Moody National Bank Trust Division | 21,755 | $1.69M | 0.15% | −740−3.3% | Reduced |
| BFSG, LLC | 21,761 | $1.69M | 0.34% | −329−1.5% | Reduced |
| DFPG Investments, LLC | 21,138 | $1.70M | 0.28% | +21,138 | New |
| ProVise Management Group, LLC | 21,861 | $1.70M | 0.17% | −3,594−14.1% | Reduced |
| Veriti Management LLC | 21,879 | $1.70M | 0.23% | −3,222−12.8% | Reduced |
| New England Asset Management Inc | 21,944 | $1.71M | 0.03% | −1,896−8.0% | Reduced |
| Sirios Capital Management L P | 21,962 | $1.71M | 0.31% | −22,779−50.9% | Reduced |
| FRG Family Wealth Advisors LLC | 21,963 | $1.71M | 0.41% | −4,176−16.0% | Reduced |
| 44 Wealth Management LLC | 22,034 | $1.71M | 0.59% | +4,345+24.6% | Added |
| Catalyst Capital Advisors LLC | 22,063 | $1.71M | 0.06% | +10,685+93.9% | Added |
| Larson Financial Group LLC | 22,099 | $1.72M | 0.21% | −312−1.4% | Reduced |
| Bristlecone Advisors, LLC | 22,137 | $1.72M | 0.21% | −1,737−7.3% | Reduced |
| Allworth Financial LP | 22,221 | $1.73M | 0.02% | +1,109+5.3% | Added |
| Glassy Mountain Advisors, Inc. | 22,222 | $1.73M | 0.95% | +22,222 | New |
| Tocqueville Asset Management L.P. | 22,391 | $1.74M | 0.03% | +3,470+18.3% | Added |
| Webster Bank, N. A. | 22,418 | $1.74M | 0.24% | −2,677−10.7% | Reduced |
| Cary Street Partners Asset Management LLC | 22,462 | $1.75M | 0.35% | −1,649−6.8% | Reduced |
| WC Walker & Associates, Inc. | 20,556 | $1.75M | 0.93% | −641−3.0% | Reduced |
| Liberty One Investment Management, LLC | 22,509 | $1.75M | 0.25% | +2,054+10.0% | Added |
| Sawyer & Company, Inc | 22,571 | $1.75M | 0.86% | +31+0.1% | Added |
| We Are One Seven, LLC | 22,592 | $1.76M | 0.18% | +344+1.5% | Added |
| First Hawaiian Bank | 22,635 | $1.76M | 0.06% | +4,389+24.1% | Added |
| Sigma Planning Corp | 22,756 | $1.77M | 0.06% | −1,936−7.8% | Reduced |
| Silvercrest Asset Management Group LLC | 22,843 | $1.78M | 0.01% | −2,565−10.1% | Reduced |
| Gladstone Institutional Advisory LLC | 22,844 | $1.78M | 0.13% | −3,352−12.8% | Reduced |
| Profund Advisors LLC | 22,879 | $1.78M | 0.12% | +2,443+12.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,324 | $1.78M | 1.09% | +1,600+7.7% | Added |
| Alpha Cubed Investments, LLC | 23,010 | $1.79M | 0.14% | −244,687−91.4% | Reduced |
| Tevis Investment Management | 23,026 | $1.79M | 1.91% | +232+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 23,079 | $1.79M | 0.33% | +405+1.8% | Added |
| Diversified Trust Co | 23,122 | $1.80M | 0.07% | −38,296−62.4% | Reduced |
| Duality Advisers, LP | 23,148 | $1.80M | 0.20% | −2,705−10.5% | Reduced |
| Cannell Peter B & Co Inc | 23,200 | $1.80M | 0.06% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 23,220 | $1.80M | 1.41% | +6,371+37.8% | Added |
| Quantitative Investment Management, LLC | 23,321 | $1.81M | 0.34% | +23,321 | New |
| Virginia Wealth Management Group, Inc. | 23,335 | $1.81M | 1.26% | −2,807−10.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 23,393 | $1.82M | 0.60% | −218−0.9% | Reduced |
| Redwood Investment Management, LLC | 23,402 | $1.82M | 0.24% | +23,402 | New |
| Ingalls & Snyder LLC | 23,596 | $1.83M | 0.10% | −5,997−20.3% | Reduced |
| Mattern Wealth Management LLC | 23,703 | $1.84M | 0.74% | −79−0.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,429 | $1.84M | 1.07% | −2,511−9.7% | Reduced |
| Nixon Peabody Trust Co | 23,902 | $1.86M | 1.51% | −500−2.0% | Reduced |
| Arkadios Wealth Advisors | 23,932 | $1.86M | 0.25% | +3,360+16.3% | Added |
| LVW Advisors, LLC | 23,963 | $1.86M | 0.39% | −3,028−11.2% | Reduced |
| Van Hulzen Asset Management, LLC | 24,188 | $1.86M | 0.22% | +707+3.0% | Added |
| City Holding Co | 24,083 | $1.87M | 0.35% | −324−1.3% | Reduced |
| Financial Advisory Service, Inc. | 24,120 | $1.87M | 0.21% | −209−0.9% | Reduced |
| Blackhill Capital Inc | 24,177 | $1.88M | 0.22% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 24,202 | $1.88M | 0.74% | −1,003−4.0% | Reduced |
| Point72 Middle East FZE | 24,258 | $1.89M | 0.15% | +24,258 | New |
| Brown Brothers Harriman & Co | 24,262 | $1.89M | 0.02% | −1,652−6.4% | Reduced |
| Bard Financial Services, Inc. | 24,375 | $1.89M | 0.16% | +18,535+317.4% | Added |
| Pathstone Family Office, LLC | 36,492 | $1.91M | 0.04% | +360+1.0% | Added |
| Robinson Value Management, Ltd. | 24,631 | $1.91M | 1.65% | +24,631 | New |
| Eqis Capital Management, Inc. | 24,662 | $1.92M | 0.22% | +3,256+15.2% | Added |
| Citadel Investment Advisory, Inc. | 24,695 | $1.92M | 1.31% | −625−2.5% | Reduced |
| HBK Sorce Advisory LLC | 24,760 | $1.92M | 0.05% | +5,267+27.0% | Added |
| Private Advisor Group, LLC | 105,306 | $1.93M | 0.10% | −3,519−3.2% | Reduced |
| Great Lakes Advisors, LLC | 24,849 | $1.93M | 0.11% | +813+3.4% | Added |
| Kula Investments, LLC | 24,910 | $1.94M | 0.68% | +24,910 | New |
| Northwest Investment Counselors, LLC | 24,916 | $1.94M | 0.56% | +2,574+11.5% | Added |
| Intrepid Family Office LLC | 25,000 | $1.94M | 5.03% | −8,000−24.2% | Reduced |
| United Fire Group Inc | 25,000 | $1.94M | 1.15% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.94M | 0.31% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 25,008 | $1.94M | 0.96% | +3,413+15.8% | Added |
| Mutual Advisors, LLC | 25,011 | $1.94M | 0.09% | +283+1.1% | Added |
| Cypress Asset Management Inc | 25,016 | $1.94M | 0.71% | −2,820−10.1% | Reduced |
| Nations Financial Group Inc, | 25,045 | $1.95M | 0.22% | +17,680+240.1% | Added |
| 180 Wealth Advisors, LLC | 23,843 | $1.95M | 0.46% | −281−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 25,117 | $1.95M | 0.79% | +25,117 | New |
| Shorepoint Capital Partners LLC | 25,142 | $1.95M | 0.54% | −1,055−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 25,176 | $1.96M | 0.43% | −1,817−6.7% | Reduced |
| Concentric Wealth Management, LLC | 25,320 | $1.97M | 0.67% | −812−3.1% | Reduced |
| Sumitomo Life Insurance Co | 25,334 | $1.97M | 0.15% | −184−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 25,420 | $1.98M | 0.08% | −3,827−13.1% | Reduced |
| Cohen Lawrence B | 25,809 | $2.01M | 1.05% | +307+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 25,876 | $2.01M | 0.77% | −75−0.3% | Reduced |
| Fred Alger Management, LLC | 25,939 | $2.02M | 0.01% | +1,940+8.1% | Added |
| Miller Investment Management, LP | 26,165 | $2.03M | 0.35% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 26,215 | $2.04M | 0.20% | +4,953+23.3% | Added |
| Ameritas Investment Partners, Inc. | 25,393 | $2.05M | 0.08% | +1,045+4.3% | Added |
| CAPROCK Group, Inc. | 26,223 | $2.06M | 0.19% | −6,702−20.4% | Reduced |
| Garrison Asset Management, LLC | 26,603 | $2.07M | 1.34% | −149−0.6% | Reduced |
| Bray Capital Advisors | 26,702 | $2.08M | 0.64% | −8,433−24.0% | Reduced |
| Parsons Capital Management Inc | 26,957 | $2.10M | 0.18% | −106−0.4% | Reduced |
| AMG National Trust Bank | 26,989 | $2.10M | 0.08% | −4,851−15.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $2.10M | 0.66% | 00.0% | Unchanged |