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; 2,150 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
- 1,971
- +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
- 912 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Lee Financial Co | 306 | $23.8K | 0.00% | −29−8.7% | Reduced |
| Delos Wealth Advisors, LLC | 310 | $24.1K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 312 | $24.2K | 0.01% | −50−13.8% | Reduced |
| Register Financial Advisors LLC | 320 | $24.9K | 0.02% | +320 | New |
| IAG Wealth Partners, LLC | 321 | $24.9K | 0.01% | −30−8.5% | Reduced |
| Baker Avenue Asset Management, LP | 334 | $26.0K | 0.00% | +334 | New |
| Syverson Strege & Co | 341 | $26.5K | 0.01% | +118+52.9% | Added |
| Tucker Asset Management LLC | 366 | $28.5K | 0.01% | +130+55.1% | Added |
| Rocky Mountain Advisers, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 410 | $31.9K | 0.01% | +97+31.0% | Added |
| Norwood Financial Corp | 425 | $33.0K | 0.05% | −50−10.5% | Reduced |
| RWM Asset Management, LLC | 432 | $33.6K | 0.01% | +110+34.2% | Added |
| Baystate Wealth Management LLC | 438 | $34.0K | 0.00% | −686−61.0% | Reduced |
| Focused Wealth Management, Inc | 461 | $35.9K | 0.01% | +1+0.2% | Added |
| Cassady Schiller Wealth Management, LLC | 477 | $37.1K | 0.02% | +477 | New |
| Castleark Management LLC | 480 | $37.3K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 491 | $38.1K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 500 | $38.9K | 0.01% | +140+38.9% | Added |
| Pin Oak Investment Advisors Inc | 509 | $40.0K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 525 | $41.0K | 0.00% | −63,310−99.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 522 | $41.0K | 0.04% | −1,578−75.1% | Reduced |
| Lansing Street Advisors | 536 | $41.7K | 0.03% | +23+4.5% | Added |
| Aspire Private Capital, LLC | 561 | $43.6K | 0.02% | +149+36.2% | Added |
| Disciplined Investments, LLC | 574 | $44.6K | 0.02% | −9−1.5% | Reduced |
| First Financial Corp | 582 | $45.2K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 600 | $46.6K | 0.03% | +600 | New |
| Clear Investment Research, LLC | 600 | $47.0K | 0.09% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 620 | $48.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 621 | $48.7K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 644 | $50.1K | 0.02% | +644 | New |
| Hillsdale Investment Management Inc. | 651 | $50.6K | 0.00% | +440+208.5% | Added |
| SRS Capital Advisors, Inc. | 653 | $50.8K | 0.01% | −28−4.1% | Reduced |
| TSFG, LLC | 657 | $51.0K | 0.02% | +5+0.8% | Added |
| Earnest Partners LLC | 657 | $51.1K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 665 | $51.7K | 0.03% | +665 | New |
| Kelly Financial Services LLC | 667 | $51.8K | 0.03% | +2+0.3% | Added |
| MCF Advisors LLC | 694 | $53.9K | 0.01% | −462−40.0% | Reduced |
| America First Investment Advisors, LLC | 695 | $54.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $54.4K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 722 | $56.0K | 0.07% | +114+18.8% | Added |
| Cornerstone Planning Group LLC | 707 | $56.3K | 0.02% | +707 | New |
| Sierra Capital LLC | 743 | $58.0K | 0.01% | −16−2.1% | Reduced |
| Castleview Partners, LLC | 748 | $58.1K | 0.06% | +79+11.8% | Added |
| PFG Private Wealth Management, LLC | 753 | $59.0K | 0.04% | −170−18.4% | Reduced |
| Bell Investment Advisors, Inc | 761 | $59.1K | 0.01% | −95−11.1% | Reduced |
| Piscataqua Savings Bank | 774 | $60.2K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $60.2K | 0.01% | 00.0% | Unchanged |
| Motco | 787 | $61.2K | 0.00% | −398−33.6% | Reduced |
| Kozak & Associates, Inc. | 793 | $62.0K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 800 | $62.2K | 0.01% | +800 | New |
| Coppell Advisory Solutions LLC | 804 | $62.5K | 0.02% | +804 | New |
| Coppell Advisory Solutions Corp. | 804 | $62.5K | 0.02% | +804 | New |
| Bangor Savings Bank | 809 | $63.0K | 0.01% | −696−46.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 812 | $63.1K | 0.03% | +82+11.2% | Added |
| St Germain D J Co Inc | 31,085 | $63.3K | 0.02% | −474−1.5% | Reduced |
| Clean Yield Group | 825 | $64.1K | 0.03% | +27+3.4% | Added |
| TFC Financial Management | 845 | $65.7K | 0.02% | −336−28.5% | Reduced |
| JFS Wealth Advisors, LLC | 867 | $67.4K | 0.01% | −63−6.8% | Reduced |
| BDO Wealth Advisors, LLC | 890 | $69.2K | 0.01% | −355−28.5% | Reduced |
| Princeton Global Asset Management LLC | 900 | $70.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $73.8K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 961 | $74.7K | 0.04% | −5−0.5% | Reduced |
| Colonial Trust Advisors | 970 | $75.4K | 0.01% | −117−10.8% | Reduced |
| PSI Advisors, LLC | 975 | $75.8K | 0.04% | −699−41.8% | Reduced |
| United Community Bank | 980 | $76.2K | 0.07% | +210+27.3% | Added |
| Norway Savings Bank | 990 | $76.9K | 0.04% | −90−8.3% | Reduced |
| Trust Co | 988 | $77.0K | 0.01% | +693+234.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,000 | $77.7K | 0.04% | +1,000 | New |
| Washington Trust Advisors, Inc. | 1,017 | $79.0K | 0.01% | −437−30.1% | Reduced |
| Knott David M Jr | 1,050 | $82.0K | 0.04% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 670 | $83.0K | 0.05% | −3,411−83.6% | Reduced |
| Accel Wealth Management | 1,098 | $85.3K | 0.04% | +58+5.6% | Added |
| Atticus Wealth Management, LLC | 1,095 | $85.4K | 0.04% | −260−19.2% | Reduced |
| Dougherty Wealth Advisers LLC | 1,100 | $85.5K | 0.14% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,125 | $87.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,164 | $90.5K | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,169 | $90.9K | 0.04% | +1,169 | New |
| Credential Qtrade Securities Inc. | 1,180 | $91.7K | 0.01% | −389−24.8% | Reduced |
| Rock Creek Group, LP | 1,202 | $93.4K | 0.01% | +417+53.1% | Added |
| S.A. Mason LLC | 1,212 | $94.2K | 0.07% | −305−20.1% | Reduced |
| Eagle Bay Advisors LLC | 1,216 | $94.5K | 0.05% | +109+9.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,323 | $102.8K | 0.06% | −825−38.4% | Reduced |
| Crewe Advisors LLC | 1,439 | $111.8K | 0.02% | +73+5.3% | Added |
| CoreCap Advisors, LLC | 1,465 | $113.9K | 0.01% | +1,465 | New |
| HighMark Wealth Management LLC | 1,483 | $115.2K | 0.09% | +12+0.8% | Added |
| Key Financial Inc | 1,433 | $115.7K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,494 | $116.1K | 0.01% | −685−31.4% | Reduced |
| Payden & Rygel | 1,500 | $117.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,503 | $117.8K | 0.01% | −365−19.5% | Reduced |
| Legacy Bridge, LLC | 1,520 | $118.1K | 0.08% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,461 | $118.2K | 0.08% | +1,461 | New |
| WD Rutherford LLC | 1,530 | $118.9K | 0.09% | −829−35.1% | Reduced |
| Resources Management Corp | 1,535 | $119.0K | 0.02% | −1,990−56.5% | Reduced |
| Asset Dedication, LLC | 1,547 | $121.0K | 0.01% | +198+14.7% | Added |
| Independence Bank of Kentucky | 1,568 | $122.0K | 0.05% | −84−5.1% | Reduced |
| Riverview Trust Co | 1,576 | $122.0K | 0.12% | +1,390+747.3% | Added |
| Rosenberg Matthew Hamilton | 1,592 | $123.7K | 0.04% | −24−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,608 | $125.0K | 0.03% | +34+2.2% | Added |
| Centerpoint Advisors, LLC | 1,618 | $126.0K | 0.06% | +13+0.8% | Added |
| Arrow Financial Corp | 1,634 | $127.0K | 0.02% | −75−4.4% | Reduced |