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 |
|---|---|---|---|---|---|
| Granite FO LLC | 1,630 | $128.8K | 0.10% | +1,630 | New |
| Ten Capital Wealth Advisors, LLC | 1,766 | $137.3K | 0.06% | −113−6.0% | Reduced |
| WJ Interests, LLC | 1,768 | $137.4K | 0.11% | +1,768 | New |
| Carolinas Wealth Consulting LLC | 9,482 | $137.4K | 0.03% | +49+0.5% | Added |
| First Command Bank | 1,815 | $141.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,815 | $141.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,875 | $145.7K | 0.09% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $147.7K | 0.14% | – | New |
| Armstrong Advisory Group, Inc | 1,933 | $150.2K | 0.02% | +1,933 | New |
| Dakota Community Bank & Trust NA | 1,963 | $153.0K | 0.87% | −802−29.0% | Reduced |
| Belmont Capital, LLC | 2,000 | $155.0K | 0.17% | +2,000 | New |
| FinTrust Capital Advisors, LLC | 2,024 | $157.3K | 0.04% | −1,057−34.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,051 | $159.4K | 0.06% | −876−29.9% | Reduced |
| Birch Capital Management, LLC | 2,059 | $160.0K | 0.11% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,076 | $161.3K | 0.07% | −392−15.9% | Reduced |
| Aua Capital Management, LLC | 2,100 | $163.2K | 0.11% | +1,428+212.5% | Added |
| Quent Capital, LLC | 2,220 | $172.5K | 0.03% | −697−23.9% | Reduced |
| Pinnacle Bancorp, Inc. | 2,234 | $174.0K | 0.07% | −293−11.6% | Reduced |
| Loomis Sayles & Co L P | 2,248 | $175.0K | 0.00% | +237+11.8% | Added |
| Pacifica Partners Inc. | 2,277 | $177.0K | 0.12% | +120+5.6% | Added |
| Worth Asset Management, LLC | 2,285 | $177.6K | 0.12% | +551+31.8% | Added |
| Addison Advisors LLC | 2,285 | $177.6K | 0.11% | +114+5.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,305 | $179.1K | 0.15% | +2,305 | New |
| Farther Finance Advisors, LLC | 2,317 | $180.1K | 0.07% | +2,317 | New |
| Knights of Columbus Asset Advisors LLC | 2,328 | $180.9K | 0.02% | −79−3.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,333 | $181.3K | 0.09% | −500−17.6% | Reduced |
| Madden Securities Corp | 2,365 | $183.8K | 0.10% | −280−10.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,490 | $194.0K | 0.17% | +8+0.3% | Added |
| Bank of New Hampshire | 2,507 | $195.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,510 | $195.0K | 0.07% | +1,000+66.2% | Added |
| Horizon Bancorp Inc | 2,574 | $200.0K | 0.11% | +2,574 | New |
| Westshore Wealth, LLC | 2,581 | $200.6K | 0.11% | +100+4.0% | Added |
| Tempus Wealth Planning, LLC | 2,589 | $201.2K | 0.12% | +2,589 | New |
| Silvia McColl Wealth Management, LLC | 2,593 | $201.5K | 0.20% | +2,593 | New |
| DGS Capital Management, LLC | 2,598 | $201.9K | 0.13% | +9+0.3% | Added |
| Carret Asset Management, LLC | 2,601 | $202.0K | 0.03% | −650−20.0% | Reduced |
| Perkins Capital Management Inc | 2,600 | $202.0K | 0.21% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,604 | $202.4K | 0.09% | −734−22.0% | Reduced |
| Wedge Capital Management L L P | 2,610 | $203.0K | 0.00% | +107+4.3% | Added |
| Hexagon Capital Partners LLC | 2,616 | $203.3K | 0.06% | +757+40.7% | Added |
| Laidlaw Wealth Management LLC | 2,617 | $203.4K | 0.04% | −306−10.5% | Reduced |
| Crestwood Advisors Group LLC | 2,624 | $203.9K | 0.01% | +86+3.4% | Added |
| Capital Investment Counsel, Inc | 2,627 | $204.2K | 0.05% | +2,627 | New |
| Visionary Wealth Advisors | 2,637 | $205.0K | 0.02% | −16−0.6% | Reduced |
| Legacy Private Trust Co. | 2,640 | $205.2K | 0.02% | −240−8.3% | Reduced |
| KC Investment Advisors, LLC | 2,650 | $206.0K | 0.19% | +10.0% | Added |
| Old North State Trust, LLC | 2,651 | $206.0K | 0.14% | +655+32.8% | Added |
| Guardian Wealth Advisors, LLC | 2,635 | $206.6K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,661 | $207.0K | 0.03% | −15−0.6% | Reduced |
| Twin Focus Capital Partners, LLC | 2,664 | $207.0K | 0.04% | −911−25.5% | Reduced |
| Carr Financial Group Corp | 2,641 | $207.1K | 0.11% | +2,641 | New |
| Lumature Wealth Partners, LLC | 2,677 | $208.1K | 0.12% | −87−3.1% | Reduced |
| Powell Investment Advisors, LLC | 2,671 | $209.4K | 0.12% | −3,542−57.0% | Reduced |
| Glassman Wealth Services | 2,705 | $210.2K | 0.04% | +235+9.5% | Added |
| K.J. Harrison & Partners Inc | 2,000 | $210.6K | 0.04% | +2,000 | New |
| White Lighthouse Investment Management Inc. | 2,718 | $211.2K | 0.06% | 00.0% | Unchanged |
| David Loasby | 2,641 | $212.1K | 0.03% | +2,641 | New |
| Octavia Wealth Advisors, LLC | 2,712 | $212.6K | 0.05% | +2,712 | New |
| Alterity Financial Group, LLC | 2,736 | $212.6K | 0.34% | +115+4.4% | Added |
| Sustainable Insight Capital Management, LLC | 2,741 | $213.0K | 0.24% | +2,741 | New |
| Steel Peak Wealth Management LLC | 2,720 | $213.2K | 0.02% | +2,720 | New |
| J. W. Coons Advisors, LLC | 2,745 | $213.3K | 0.06% | −650−19.1% | Reduced |
| Seelaus Asset Management LLC | 2,750 | $214.0K | 0.16% | −100−3.5% | Reduced |
| Sky Investment Group LLC | 2,771 | $215.0K | 0.05% | +71+2.6% | Added |
| VisionPoint Advisory Group, LLC | 2,553 | $215.4K | 0.09% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,787 | $216.6K | 0.03% | −732−20.8% | Reduced |
| Wealth Management Associates, Inc. | 2,793 | $217.1K | 0.14% | +2,793 | New |
| Fulcrum Capital LLC | 2,800 | $217.6K | 0.06% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 2,806 | $218.1K | 0.11% | −47−1.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,822 | $219.3K | 0.07% | +2,822 | New |
| Private Advisory Group LLC | 2,824 | $219.5K | 0.05% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,819 | $221.0K | 0.18% | +2,819 | New |
| Douglass Winthrop Advisors, LLC | 2,839 | $221.0K | 0.01% | −3,296−53.7% | Reduced |
| American Investment Services, Inc. | 2,868 | $222.9K | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,873 | $223.3K | 0.02% | +361+14.4% | Added |
| Beaton Management Co. Inc. | 2,877 | $224.0K | 0.15% | −300−9.4% | Reduced |
| St. Clair Advisors, LLC | 2,889 | $224.5K | 0.14% | +2,889 | New |
| Henry James International Management, Inc. | 2,894 | $224.9K | 0.11% | −11−0.4% | Reduced |
| Hendley & Co Inc | 2,913 | $226.0K | 0.10% | −595−17.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,913 | $226.0K | 0.00% | −277−8.7% | Reduced |
| Summit Financial Group Inc | 2,906 | $226.0K | 0.09% | −133−4.4% | Reduced |
| Wrapmanager Inc | 2,919 | $227.0K | 0.07% | +2,919 | New |
| Aptus Capital Advisors, LLC | 2,929 | $227.6K | 0.01% | −32−1.1% | Reduced |
| Centurion Wealth Management LLC | 2,931 | $227.8K | 0.13% | +2,931 | New |
| Benchmark Investment Advisors LLC | 2,936 | $228.2K | 0.24% | −933−24.1% | Reduced |
| Delta Asset Management LLC | 2,965 | $230.4K | 0.03% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 2,976 | $231.3K | 0.02% | +2,976 | New |
| Hurlow Wealth Management Group, Inc. | 2,980 | $231.6K | 0.12% | +21+0.7% | Added |
| Abundance Wealth Counselors | 2,991 | $232.0K | 0.06% | +2,991 | New |
| SageView Advisory Group, LLC | 2,986 | $232.1K | 0.02% | +2,986 | New |
| Good Life Advisors, LLC | 2,987 | $232.2K | 0.03% | −344−10.3% | Reduced |
| Perritt Capital Management Inc | 2,988 | $232.2K | 0.13% | −208−6.5% | Reduced |
| Hyman Charles D | 2,996 | $233.0K | 0.02% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,886 | $233.0K | 0.15% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,006 | $233.6K | 0.11% | +3,006 | New |
| Founders Financial Alliance, LLC | 3,013 | $234.2K | 0.11% | −323−9.7% | Reduced |
| First National Bank | 3,023 | $234.9K | 0.20% | −242−7.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,033 | $235.8K | 0.07% | +3,033 | New |
| Capital Advisors, Ltd. LLC | 3,041 | $236.0K | 0.04% | +84+2.8% | Added |
| Capital Planning Advisors, LLC | 3,046 | $236.7K | 0.06% | −253−7.7% | Reduced |