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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 55,118 | $4.28M | 0.96% | +6,350+13.0% | Added |
| Te Ahumairangi Investment Management Ltd | 55,151 | $4.29M | 0.67% | +3,620+7.0% | Added |
| Fayez Sarofim & Co | 55,405 | $4.31M | 0.02% | −540−1.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.32M | 0.25% | +55,579 | New |
| Assenagon Asset Management S.A. | 55,669 | $4.33M | 0.02% | −681,234−92.4% | Reduced |
| Perennial Advisors, LLC | 55,757 | $4.33M | 1.38% | −1,185−2.1% | Reduced |
| Valley National Advisers Inc | 54,112 | $4.35M | 0.78% | −8,245−13.2% | Reduced |
| Allstate Corp | 56,324 | $4.38M | 0.13% | +195+0.3% | Added |
| Allstate Investment Management Co | 56,324 | $4.38M | 0.13% | +56,324 | New |
| Advisory Services Network, LLC | 56,404 | $4.38M | 0.13% | +12,452+28.3% | Added |
| Cardinal Capital Management | 56,477 | $4.39M | 0.93% | +762+1.4% | Added |
| Prospera Financial Services Inc | 56,529 | $4.39M | 0.22% | −24,631−30.3% | Reduced |
| Mengis Capital Management, Inc. | 56,814 | $4.42M | 0.96% | +33,718+146.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,086 | $4.44M | 1.04% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 57,444 | $4.46M | 1.52% | +57,444 | New |
| Prudential PLC | 57,657 | $4.48M | 0.06% | +32,479+129.0% | Added |
| Camden National Bank | 57,713 | $4.49M | 0.94% | −2,867−4.7% | Reduced |
| Poehling Capital Management, LLC | 57,823 | $4.49M | 1.68% | +54,657+1,726.4% | Added |
| Edgestream Partners, L.P. | 57,979 | $4.51M | 0.51% | +53,462+1,183.6% | Added |
| Regions Financial Corp | 58,104 | $4.52M | 0.04% | −2,385−3.9% | Reduced |
| Verity & Verity, LLC | 58,265 | $4.53M | 0.59% | +4,024+7.4% | Added |
| Oak Family Advisors, LLC | 58,288 | $4.53M | 2.42% | +58,288 | New |
| Kestra Private Wealth Services, LLC | 58,438 | $4.54M | 0.23% | +4,636+8.6% | Added |
| Inlet Private Wealth, LLC | 58,809 | $4.57M | 1.21% | +58,809 | New |
| Parcion Private Wealth LLC | 58,891 | $4.58M | 0.50% | +2,409+4.3% | Added |
| BerganKDV Wealth Management, LLC | 58,942 | $4.58M | 0.50% | +2,434+4.3% | Added |
| Round Hill Asset Management | 58,966 | $4.58M | 2.83% | −820−1.4% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $4.59M | 1.15% | 00.0% | Unchanged |
| Cetera Advisors LLC | 59,365 | $4.61M | 0.08% | +17,524+41.9% | Added |
| Schwerin Boyle Capital Management Inc | 60,000 | $4.66M | 0.47% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 59,919 | $4.68M | 0.08% | −9,904−14.2% | Reduced |
| JB Capital LLC | 60,405 | $4.69M | 0.46% | +3,944+7.0% | Added |
| Toth Financial Advisory Corp | 60,474 | $4.70M | 0.76% | −9,215−13.2% | Reduced |
| MainStreet Investment Advisors LLC | 60,881 | $4.73M | 0.53% | −6,026−9.0% | Reduced |
| MAI Capital Management | 60,917 | $4.73M | 0.08% | −13,385−18.0% | Reduced |
| Appleton Partners Inc | 61,051 | $4.75M | 0.45% | −15,552−20.3% | Reduced |
| Consolidated Investment Group LLC | 61,100 | $4.75M | 1.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 61,151 | $4.75M | 0.21% | +4,854+8.6% | Added |
| Dividend Assets Capital, LLC | 61,314 | $4.76M | 1.01% | −13,472−18.0% | Reduced |
| Brookstone Capital Management | 59,036 | $4.77M | 0.10% | +21,311+56.5% | Added |
| Tufton Capital Management | 61,580 | $4.79M | 1.05% | −165−0.3% | Reduced |
| Los Angeles Capital Management LLC | 61,808 | $4.80M | 0.02% | +9,491+18.1% | Added |
| Romano Brothers and Company | 61,903 | $4.81M | 0.73% | −6,796−9.9% | Reduced |
| Stoneridge Investment Partners LLC | 61,935 | $4.81M | 2.65% | +7,831+14.5% | Added |
| JGP Wealth Management, LLC | 61,950 | $4.81M | 0.88% | −22,698−26.8% | Reduced |
| Chilton Investment Co LLC | 62,656 | $4.87M | 0.15% | +29,480+88.9% | Added |
| Beacon Pointe Advisors, LLC | 62,712 | $4.87M | 0.09% | −39,887−38.9% | Reduced |
| Capital Analysts, LLC | 62,745 | $4.88M | 0.30% | +2,045+3.4% | Added |
| Highland Capital Management, LLC | 62,818 | $4.88M | 0.34% | −461−0.7% | Reduced |
| Vance Wealth, Inc. | 62,848 | $4.88M | 3.05% | +53,875+600.4% | Added |
| Capula Management Ltd | 63,428 | $4.93M | 0.51% | −24,957−28.2% | Reduced |
| New Mexico Educational Retirement Board | 63,487 | $4.93M | 0.27% | −5,100−7.4% | Reduced |
| Nuance Investments, LLC | 63,816 | $4.96M | 0.10% | +60,917+2,101.3% | Added |
| Benedict Financial Advisors Inc | 64,003 | $4.97M | 1.48% | +3,005+4.9% | Added |
| Financial & Tax Architects, LLC | 61,673 | $4.99M | 1.70% | +12,065+24.3% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $5.02M | 0.22% | 00.0% | Unchanged |
| Alerus Financial NA | 64,609 | $5.02M | 0.46% | −189−0.3% | Reduced |
| Cerity Partners LLC | 64,585 | $5.03M | 0.03% | −33,757−34.3% | Reduced |
| SYSTM Wealth Solutions LLC | 64,773 | $5.03M | 0.63% | +64,773 | New |
| Running Oak Capital LLC | 65,410 | $5.08M | 1.49% | +8,576+15.1% | Added |
| Naples Global Advisors, LLC | 64,968 | $5.09M | 0.65% | +1,109+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 65,899 | $5.12M | 0.62% | +1,820+2.8% | Added |
| Monarch Capital Management Inc | 65,526 | $5.13M | 1.57% | −1,153−1.7% | Reduced |
| Trust Co of Vermont | 65,965 | $5.13M | 0.38% | +7,878+13.6% | Added |
| Toroso Investments, LLC | 66,205 | $5.14M | 0.20% | +4,693+7.6% | Added |
| NS Partners Ltd | 66,376 | $5.16M | 0.31% | −425−0.6% | Reduced |
| Pallas Capital Advisors LLC | 63,977 | $5.18M | 0.52% | −30,547−32.3% | Reduced |
| Nomura Holdings Inc | 67,783 | $5.27M | 0.05% | +2,304+3.5% | Added |
| Aperture Investors, LLC | 68,229 | $5.30M | 0.87% | −8,540−11.1% | Reduced |
| McCollum Christoferson Group LLC | 68,415 | $5.32M | 1.68% | −3,301−4.6% | Reduced |
| Ethic Inc. | 68,799 | $5.35M | 0.29% | +19,744+40.2% | Added |
| Murphy Pohlad Asset Management LLC | 69,052 | $5.37M | 2.20% | +875+1.3% | Added |
| American National Bank | 69,179 | $5.38M | 1.10% | +1,765+2.6% | Added |
| Valicenti Advisory Services Inc | 69,795 | $5.42M | 1.98% | −5,479−7.3% | Reduced |
| Moreno Evelyn V | 69,888 | $5.43M | 1.26% | +36,423+108.8% | Added |
| Linscomb & Williams, Inc. | 70,040 | $5.44M | 0.28% | −319−0.5% | Reduced |
| First Nebraska Trust Co | 70,259 | $5.46M | 0.71% | −1,192−1.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 70,466 | $5.48M | 0.15% | −88,711−55.7% | Reduced |
| XXEC, Inc. | 70,532 | $5.48M | 4.40% | +176+0.3% | Added |
| Banque Cantonale Vaudoise | 70,869 | $5.51M | 0.29% | +9,617+15.7% | Added |
| ARS Wealth Advisors Group, LLC | 70,879 | $5.51M | 0.91% | −8,516−10.7% | Reduced |
| Shelter Mutual Insurance Co | 71,396 | $5.55M | 1.59% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 71,632 | $5.57M | 0.65% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 71,713 | $5.57M | 0.96% | −2,501−3.4% | Reduced |
| Glenview Trust Co | 71,836 | $5.58M | 0.18% | −5,051−6.6% | Reduced |
| Mark Stevens | 72,050 | $5.60M | 0.73% | −2,330−3.1% | Reduced |
| Ledyard National Bank | 72,155 | $5.61M | 0.66% | −1,610−2.2% | Reduced |
| Berkshire Asset Management LLC | 72,180 | $5.61M | 0.36% | +10,416+16.9% | Added |
| Corbyn Investment Management Inc | 72,271 | $5.62M | 2.24% | −6,484−8.2% | Reduced |
| Heritage Investors Management Corp | 72,310 | $5.62M | 0.26% | +8,848+13.9% | Added |
| Mattern Capital Management, LLC | 72,939 | $5.67M | 1.05% | +13,162+22.0% | Added |
| WealthBridge Investment Counsel Inc. | 73,660 | $5.72M | 2.50% | +3,000+4.2% | Added |
| United Asset Strategies, Inc. | 73,789 | $5.73M | 0.80% | −29,892−28.8% | Reduced |
| LVM Capital Management Ltd | 73,835 | $5.74M | 0.83% | −30,061−28.9% | Reduced |
| Bailard, Inc. | 74,836 | $5.82M | 0.22% | −6,575−8.1% | Reduced |
| Regal Investment Advisors LLC | 74,944 | $5.82M | 0.56% | +6,502+9.5% | Added |
| Pavadi Capital LLC | 75,273 | $5.85M | 5.51% | +75,273 | New |
| HRT Financial LP | 75,364 | $5.86M | 0.08% | +75,364 | New |
| Bokf, NA | 75,637 | $5.88M | 0.11% | −10,933−12.6% | Reduced |
| Cutler Investment Counsel LLC | 75,625 | $5.93M | 0.91% | −3,555−4.5% | Reduced |