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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 36,567 | $2.84M | 0.47% | +7,008+23.7% | Added |
| Augustine Asset Management Inc | 36,570 | $2.84M | 1.57% | −562−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,671 | $2.85M | 0.71% | −2,210−5.7% | Reduced |
| Level Four Advisory Services, LLC | 36,761 | $2.86M | 0.21% | +6,809+22.7% | Added |
| Leith Wheeler Investment Counsel Ltd. | 36,929 | $2.87M | 0.43% | +8,900+31.8% | Added |
| Palisade Asset Management, LLC | 37,122 | $2.89M | 0.33% | −986−2.6% | Reduced |
| Boothbay Fund Management, LLC | 37,233 | $2.89M | 0.10% | +14,820+66.1% | Added |
| Oak Asset Management, LLC | 37,448 | $2.91M | 1.31% | +130+0.3% | Added |
| Silicon Valley Capital Partners | 37,515 | $2.92M | 0.67% | +37,515 | New |
| Penserra Capital Management LLC | 37,741 | $2.93M | 0.06% | +37,741 | New |
| Sawtooth Solutions, LLC | 37,772 | $2.94M | 0.40% | +11,220+42.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 37,663 | $2.94M | 0.21% | −1,093−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 37,900 | $2.95M | 1.15% | +2,459+6.9% | Added |
| Ieq Capital, LLC | 38,017 | $2.95M | 0.08% | +1,110+3.0% | Added |
| IFP Advisors, Inc | 36,575 | $2.97M | 0.09% | +360+1.0% | Added |
| Icon Wealth Advisors, LLC | 38,448 | $2.99M | 0.34% | −2,576−6.3% | Reduced |
| Stokes Capital Advisors, LLC | 38,475 | $2.99M | 1.03% | −8,210−17.6% | Reduced |
| RBA Wealth Management, LLC | 38,635 | $3.00M | 1.57% | −117−0.3% | Reduced |
| Argent Trust Co | 38,795 | $3.02M | 0.20% | +439+1.1% | Added |
| Sowell Financial Services LLC | 38,591 | $3.02M | 0.20% | +11,645+43.2% | Added |
| Laffer Tengler Investments | 38,929 | $3.03M | 0.87% | +11,424+41.5% | Added |
| Brady Family Wealth, LLC | 39,057 | $3.04M | 1.25% | +39,057 | New |
| Graphene Investments SAS | 39,200 | $3.05M | 2.06% | +39,200 | New |
| Bank of Nova Scotia | 39,332 | $3.06M | 0.01% | +729+1.9% | Added |
| Avantax Advisory Services, Inc. | 39,515 | $3.07M | 0.04% | −290−0.7% | Reduced |
| HB Wealth Management, LLC | 39,750 | $3.09M | 0.06% | −14,981−27.4% | Reduced |
| Compass Wealth Management LLC | 39,920 | $3.10M | 1.02% | +39,920 | New |
| Bayesian Capital Management, LP | 39,978 | $3.11M | 0.45% | −66,600−62.5% | Reduced |
| BTC Capital Management, Inc. | 40,164 | $3.12M | 0.38% | −46,957−53.9% | Reduced |
| Brinker Capital Investments, LLC | 40,243 | $3.13M | 0.06% | +2,535+6.7% | Added |
| Cutter & CO Brokerage, Inc. | 40,331 | $3.13M | 1.06% | −446−1.1% | Reduced |
| Cambridge Trust Co | 40,603 | $3.16M | 0.14% | −175,202−81.2% | Reduced |
| Caxton Associates LP | 40,774 | $3.17M | 0.23% | +31,824+355.6% | Added |
| Old Second National Bank of Aurora | 40,791 | $3.17M | 0.94% | −1,375−3.3% | Reduced |
| Country Club Bank | 41,427 | $3.22M | 0.28% | −40,785−49.6% | Reduced |
| Focus Financial Network, Inc. | 41,159 | $3.23M | 0.26% | −254−0.6% | Reduced |
| Nelson Capital Management, LLC | 41,590 | $3.23M | 0.95% | −15,914−27.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 42,179 | $3.28M | 1.21% | +5,998+16.6% | Added |
| Martingale Asset Management L P | 42,283 | $3.29M | 0.06% | −32,660−43.6% | Reduced |
| Argyle Capital Management Inc. | 42,570 | $3.31M | 1.14% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 42,820 | $3.33M | 0.81% | +336+0.8% | Added |
| Smithbridge Asset Management Inc | 42,988 | $3.34M | 0.89% | −7,802−15.4% | Reduced |
| Chartwell Investment Partners, LLC | 43,007 | $3.34M | 0.13% | −4,163−8.8% | Reduced |
| Richelieu Gestion PLC | 43,032 | $3.34M | 3.50% | +5,592+14.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 43,032 | $3.34M | 0.01% | −9,266−17.7% | Reduced |
| Boenning & Scattergood, Inc. | 30,158 | $3.35M | 0.54% | +15,550+106.4% | Added |
| Fiduciary Trust Co | 43,950 | $3.42M | 0.07% | −10,624−19.5% | Reduced |
| Pinnacle Associates Ltd | 43,958 | $3.42M | 0.07% | −6,603−13.1% | Reduced |
| Ancora Advisors, LLC | 44,216 | $3.44M | 0.10% | −126,798−74.1% | Reduced |
| Quantbot Technologies LP | 44,291 | $3.44M | 0.25% | +40,860+1,190.9% | Added |
| Gofen & Glossberg LLC | 45,004 | $3.50M | 0.09% | +8,205+22.3% | Added |
| TCTC Holdings, LLC | 45,107 | $3.51M | 0.14% | −17,259−27.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 46,183 | $3.59M | 0.42% | +46,183 | New |
| Azzad Asset Management Inc | 46,314 | $3.60M | 0.57% | −33,004−41.6% | Reduced |
| First Washington CORP | 46,471 | $3.61M | 1.77% | +2,893+6.6% | Added |
| Park Avenue Securities LLC | 46,650 | $3.63M | 0.06% | +2,830+6.5% | Added |
| Berger Financial Group, Inc | 46,694 | $3.63M | 0.48% | +1,480+3.3% | Added |
| Bogart Wealth, LLC | 46,998 | $3.65M | 0.25% | +7,945+20.3% | Added |
| Kesler, Norman & Wride, LLC | 47,023 | $3.65M | 0.94% | +8,758+22.9% | Added |
| BancorpSouth Bank | 47,251 | $3.67M | 0.34% | +41,546+728.2% | Added |
| Achmea Investment Management B.V. | 50,544 | $3.68M | 0.12% | −9,905−16.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,617 | $3.70M | 0.32% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 47,600 | $3.73M | 1.01% | −200−0.4% | Reduced |
| Boston Research & Management Inc | 48,195 | $3.75M | 1.16% | −2,815−5.5% | Reduced |
| Boston Private Wealth LLC | 48,338 | $3.76M | 0.05% | −11,955−19.8% | Reduced |
| Money Concepts Capital Corp | 48,541 | $3.77M | 0.17% | −533−1.1% | Reduced |
| Compton Capital Management Inc | 48,592 | $3.78M | 2.72% | +21,336+78.3% | Added |
| Jacobs & Co | 48,725 | $3.79M | 0.49% | +2,860+6.2% | Added |
| Atlantic Union Bankshares Corp | 49,137 | $3.82M | 0.41% | −23,574−32.4% | Reduced |
| WealthPlan Investment Management, LLC | 45,586 | $3.85M | 0.27% | −141,032−75.6% | Reduced |
| Rench Wealth Management, Inc. | 49,726 | $3.86M | 1.97% | −582−1.2% | Reduced |
| United Services Automobile Association | 49,922 | $3.88M | 0.09% | −3,290−6.2% | Reduced |
| Kinloch Capital, LLC | 50,051 | $3.89M | 2.26% | +50,051 | New |
| Everett Harris & Co | 50,260 | $3.91M | 0.07% | +902+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 50,294 | $3.91M | 0.09% | −13,182−20.8% | Reduced |
| Anchor Investment Management, LLC | 50,448 | $3.92M | 0.56% | +3,930+8.4% | Added |
| First Foundation Advisors | 50,578 | $3.93M | 0.19% | −23,732−31.9% | Reduced |
| Martin Capital Partners, LLC | 50,705 | $3.94M | 1.63% | −890−1.7% | Reduced |
| Soltis Investment Advisors LLC | 50,837 | $3.95M | 0.52% | +43,624+604.8% | Added |
| Blackhawk Capital Partners LLC. | 50,863 | $3.95M | 3.09% | +6,056+13.5% | Added |
| Value Partners Investments Inc. | 50,886 | $3.96M | 0.34% | −477−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 50,927 | $3.96M | 0.08% | −13,494−20.9% | Reduced |
| Needham Investment Management LLC | 51,041 | $3.97M | 0.72% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 49,537 | $3.98M | 1.59% | +1,016+2.1% | Added |
| Cheviot Value Management, LLC | 51,016 | $4.01M | 0.99% | +3,352+7.0% | Added |
| Advocate Group LLC | 51,748 | $4.02M | 0.87% | −5,549−9.7% | Reduced |
| Addenda Capital Inc. | 51,327 | $4.02M | 0.17% | −622−1.2% | Reduced |
| Somerset Trust Co | 52,138 | $4.05M | 1.70% | −1,856−3.4% | Reduced |
| Siemens Fonds Invest GmbH | 52,191 | $4.06M | 0.41% | −1,617−3.0% | Reduced |
| Bleakley Financial Group, LLC | 52,284 | $4.06M | 0.15% | +52,284 | New |
| Walleye Trading LLC | 52,331 | $4.07M | 0.10% | +25,633+96.0% | Added |
| GWM Advisors LLC | 88,553 | $4.09M | 0.11% | −811−0.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,730 | $4.10M | 0.94% | +11,500+27.9% | Added |
| Independent Advisor Alliance | 53,022 | $4.12M | 0.50% | −6,364−10.7% | Reduced |
| Integrated Advisors Network LLC | 53,067 | $4.12M | 0.27% | +44,348+508.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 53,182 | $4.13M | 2.62% | +8,860+20.0% | Added |
| O'Brien Greene & Co. Inc | 53,288 | $4.14M | 1.57% | −128,811−70.7% | Reduced |
| Hall Private Wealth Advisors | 53,363 | $4.15M | 2.36% | −30,728−36.5% | Reduced |
| Intech Investment Management LLC | 53,505 | $4.16M | 0.03% | −2,347−4.2% | Reduced |
| Ally Financial Inc. | 55,000 | $4.27M | 0.67% | 00.0% | Unchanged |