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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 27,004 | $2.12M | 0.18% | −1,205−4.3% | Reduced |
| Avalon Investment & Advisory | 27,256 | $2.12M | 0.06% | −178,198−86.7% | Reduced |
| Delta Capital Management LLC | 27,410 | $2.13M | 1.55% | −260−0.9% | Reduced |
| Somerville Kurt F | 27,448 | $2.13M | 0.41% | −25,475−48.1% | Reduced |
| Leelyn Smith, LLC | 50,412 | $2.14M | 0.59% | +27,526+120.3% | Added |
| Credit Agricole S A | 27,575 | $2.14M | 0.08% | +7,652+38.4% | Added |
| Wedbush Securities Inc | 27,689 | $2.15M | 0.12% | +4,787+20.9% | Added |
| Comerica Securities,inc. | 27,843 | $2.18M | 0.16% | +2,385+9.4% | Added |
| Advisor Partners II, LLC | 28,111 | $2.18M | 0.14% | −5,975−17.5% | Reduced |
| Stone Point Wealth LLC | 28,126 | $2.19M | 1.07% | +889+3.3% | Added |
| Ontario Teachers Pension Plan Board | 28,417 | $2.21M | 0.02% | −80,583−73.9% | Reduced |
| Rathbone Brothers plc | 28,467 | $2.21M | 0.02% | −875−3.0% | Reduced |
| JNBA Financial Advisors | 28,695 | $2.23M | 0.31% | −1,161−3.9% | Reduced |
| Uncommon Cents Investing LLC | 28,752 | $2.23M | 0.82% | +1,540+5.7% | Added |
| Community Trust & Investment Co | 28,808 | $2.24M | 0.20% | −1,383−4.6% | Reduced |
| Bank Ozk | 28,824 | $2.24M | 1.11% | +224+0.8% | Added |
| Summit Global Investments | 28,905 | $2.25M | 0.19% | −12,799−30.7% | Reduced |
| Tower Research Capital LLC (TRC) | 29,109 | $2.26M | 0.09% | −97,116−76.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,165 | $2.27M | 1.88% | +29,165 | New |
| Cubic Asset Management, LLC | 29,173 | $2.27M | 0.65% | −1,244−4.1% | Reduced |
| Okabena Investment Services Inc | 29,299 | $2.28M | 1.64% | −96−0.3% | Reduced |
| NovaPoint Capital, LLC | 29,322 | $2.28M | 1.00% | +1,362+4.9% | Added |
| Illinois Municipal Retirement Fund | 29,321 | $2.28M | 0.05% | −28,118−49.0% | Reduced |
| Fulton Bank, N.A. | 29,382 | $2.28M | 0.13% | +12,059+69.6% | Added |
| Legacy Advisors, LLC | 29,157 | $2.29M | 0.42% | +2,857+10.9% | Added |
| Umb Bank N A | 29,589 | $2.30M | 0.04% | −14,807−33.4% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.31M | 0.12% | 00.0% | Unchanged |
| Farmers National Bank | 29,821 | $2.32M | 0.83% | −2,201−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 29,905 | $2.32M | 0.16% | −9,966−25.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,096 | $2.34M | 0.10% | +2,797+10.2% | Added |
| Citizens National Bank Trust Department | 30,169 | $2.35M | 0.66% | −665−2.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 30,212 | $2.35M | 2.04% | −3,225−9.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 30,239 | $2.35M | 1.46% | −214−0.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 30,260 | $2.35M | 0.31% | −36,280−54.5% | Reduced |
| Cohen Capital Management, Inc. | 30,352 | $2.36M | 0.48% | 00.0% | Unchanged |
| Fundamentun, LLC | 30,389 | $2.36M | 0.42% | +2,307+8.2% | Added |
| Wesbanco Bank Inc | 30,493 | $2.37M | 0.11% | −36,903−54.8% | Reduced |
| JustInvest LLC | 30,916 | $2.40M | 0.10% | −16,234−34.4% | Reduced |
| Horizon Investments, LLC | 30,942 | $2.40M | 0.07% | −8,087−20.7% | Reduced |
| Orion Portfolio Solutions, LLC | 30,990 | $2.41M | 0.08% | +13,789+80.2% | Added |
| Transcend Wealth Collective, LLC | 31,209 | $2.43M | 0.26% | −5,829−15.7% | Reduced |
| Evercore Wealth Management, LLC | 31,214 | $2.43M | 0.05% | −2,968−8.7% | Reduced |
| TrinityPoint Wealth, LLC | 31,351 | $2.44M | 0.55% | −3,301−9.5% | Reduced |
| Zurich Insurance Group Ltd | 31,400 | $2.44M | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 31,430 | $2.44M | 0.13% | +15,007+91.4% | Added |
| Hanson & Doremus Investment Management | 31,464 | $2.44M | 0.53% | +4,290+15.8% | Added |
| Aaron Wealth Advisors | 31,465 | $2.45M | 0.36% | −400−1.3% | Reduced |
| Vestcor Inc | 31,544 | $2.45M | 0.09% | +185+0.6% | Added |
| Sectoral Asset Management Inc | 31,551 | $2.45M | 0.47% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 31,900 | $2.48M | 0.11% | −2,534−7.4% | Reduced |
| Clough Capital Partners L P | 31,900 | $2.48M | 0.25% | +31,900 | New |
| Exchange Capital Management, Inc. | 32,083 | $2.49M | 0.55% | +188+0.6% | Added |
| San Luis Wealth Advisors LLC | 32,184 | $2.50M | 2.33% | +6,154+23.6% | Added |
| National Asset Management, Inc. | 31,959 | $2.50M | 0.07% | −1,403−4.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,420 | $2.51M | 0.28% | +14,056+85.9% | Added |
| LMG Wealth Partners, LLC | 31,194 | $2.51M | 0.83% | +31,194 | New |
| Peloton Wealth Strategists | 32,300 | $2.51M | 1.21% | +400+1.3% | Added |
| Bremer Bank National Association | 32,376 | $2.52M | 0.49% | −1,518−4.5% | Reduced |
| Game Creek Capital, LP | 32,500 | $2.53M | 1.61% | +12,000+58.5% | Added |
| Ergoteles LLC | 32,541 | $2.53M | 0.09% | −1,309−3.9% | Reduced |
| WealthPLAN Partners, LLC | 30,370 | $2.53M | 0.18% | +30,370 | New |
| Roberts Wealth Advisors, LLC | 32,381 | $2.53M | 1.22% | −5,852−15.3% | Reduced |
| Wealthfront Advisers LLC | 32,714 | $2.54M | 0.01% | −38,055−53.8% | Reduced |
| Claret Asset Management Corp | 32,760 | $2.55M | 0.56% | −230−0.7% | Reduced |
| Perkins Coie Trust Co | 32,880 | $2.56M | 0.82% | −202−0.6% | Reduced |
| Greenline Partners, LLC | 33,003 | $2.56M | 0.51% | −2,016−5.8% | Reduced |
| Snowden Capital Advisors LLC | 33,028 | $2.57M | 0.11% | −7,199−17.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 33,076 | $2.57M | 1.32% | +33,076 | New |
| SFMG, LLC | 33,104 | $2.57M | 0.29% | +33,104 | New |
| Daymark Wealth Partners, LLC | 33,233 | $2.58M | 0.46% | +33,233 | New |
| Arlington Partners LLC | 33,255 | $2.58M | 0.41% | +549+1.7% | Added |
| Plimoth Trust Co LLC | 33,516 | $2.60M | 0.84% | +568+1.7% | Added |
| Everence Capital Management Inc | 33,680 | $2.62M | 0.23% | +24,340+260.6% | Added |
| Consolidated Planning Corp | 33,697 | $2.62M | 0.72% | +33,697 | New |
| Hall Laurie J Trustee | 33,725 | $2.62M | 1.18% | +3,370+11.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 33,848 | $2.63M | 0.12% | −4,478−11.7% | Reduced |
| FAI Wealth Management | 34,089 | $2.65M | 2.46% | +34,089 | New |
| Engineers Gate Manager LP | 34,126 | $2.65M | 0.16% | −12,434−26.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.65M | 0.80% | +2,138+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,180 | $2.66M | 0.12% | +4,903+16.7% | Added |
| Courier Capital LLC | 34,463 | $2.68M | 0.31% | −3,093−8.2% | Reduced |
| Avidian Wealth Solutions, LLC | 34,720 | $2.70M | 0.18% | +4,322+14.2% | Added |
| Strategy Asset Managers LLC | 34,781 | $2.70M | 0.69% | +59+0.2% | Added |
| Family Management Corp | 34,948 | $2.72M | 0.66% | −3,273−8.6% | Reduced |
| Coston, McIsaac & Partners | 35,304 | $2.74M | 1.07% | −295−0.8% | Reduced |
| Financial Advisory Partners, LLC | 35,480 | $2.76M | 1.14% | −335−0.9% | Reduced |
| Zions Bancorporation, N.A. | 35,607 | $2.77M | 0.22% | +25,557+254.3% | Added |
| Meritage Portfolio Management | 35,630 | $2.77M | 0.22% | +14,007+64.8% | Added |
| HM Payson & Co | 35,664 | $2.77M | 0.07% | −9,904−21.7% | Reduced |
| Scissortail Wealth Management, LLC | 33,166 | $2.78M | 1.61% | +33,166 | New |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | +1,036+3.0% | Added |
| Beach Investment Counsel Inc | 35,779 | $2.78M | 0.35% | −687−1.9% | Reduced |
| Conning Inc. | 35,825 | $2.78M | 0.09% | +10,468+41.3% | Added |
| Capital Insight Partners, LLC | 35,877 | $2.79M | 0.72% | +1,359+3.9% | Added |
| Veritable, L.P. | 36,026 | $2.80M | 0.05% | −3,227−8.2% | Reduced |
| Synergy Financial Management, LLC | 36,043 | $2.80M | 0.72% | +36,043 | New |
| Financial Partners Group, LLC | 36,209 | $2.81M | 1.66% | +36,209 | New |
| Pittenger & Anderson Inc | 36,241 | $2.82M | 0.15% | −1,660−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 36,247 | $2.82M | 1.11% | −788−2.1% | Reduced |
| Metis Global Partners, LLC | 36,508 | $2.84M | 0.25% | +11,817+47.9% | Added |