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 |
|---|---|---|---|---|---|
| Arden Trust Co | 3,047 | $236.8K | 0.05% | −1,234−28.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,047 | $236.8K | 0.12% | −246−7.5% | Reduced |
| Ogorek Anthony Joseph | 3,058 | $237.0K | 0.10% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,058 | $237.7K | 0.10% | −122−3.8% | Reduced |
| Excalibur Management Corp | 3,058 | $237.7K | 0.12% | +425+16.1% | Added |
| Wilson & Boucher Capital Management, LLC | 3,062 | $238.0K | 0.24% | −243−7.4% | Reduced |
| NorthRock Partners, LLC | 3,081 | $239.5K | 0.03% | −3,227−51.2% | Reduced |
| Mirabella Financial Services LLP | 3,099 | $240.9K | 0.02% | +238+8.3% | Added |
| Prana Capital Management, LP | 3,109 | $241.6K | 0.02% | +3,109 | New |
| CoreFirst Bank & Trust | 3,111 | $241.8K | 0.18% | −38−1.2% | Reduced |
| First Personal Financial Services | 3,112 | $241.9K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,112 | $242.0K | 0.08% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 3,119 | $242.4K | 0.06% | +215+7.4% | Added |
| KMG Fiduciary Partners, LLC | 3,141 | $244.1K | 0.04% | −1,115−26.2% | Reduced |
| Zullo Investment Group, Inc. | 3,148 | $244.7K | 0.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,148 | $245.0K | 0.16% | −26−0.8% | Reduced |
| Gratus Capital LLC | 3,161 | $245.7K | 0.02% | −1,186−27.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,163 | $245.8K | 0.06% | −98−3.0% | Reduced |
| Evermay Wealth Management LLC | 3,151 | $247.0K | 0.05% | −1,921−37.9% | Reduced |
| Wealth Advisory Solutions, LLC | 3,184 | $247.5K | 0.07% | −52,078−94.2% | Reduced |
| Ssi Investment Management LLC | 3,192 | $248.1K | 0.02% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 3,200 | $248.7K | 0.30% | +3,200 | New |
| Cidel Asset Management Inc | 3,202 | $248.9K | 0.01% | −665−17.2% | Reduced |
| Cornerstone Advisory, LLC | 3,204 | $249.0K | 0.05% | −557−14.8% | Reduced |
| Thrive Capital Management, LLC | 3,211 | $249.5K | 0.16% | +3,211 | New |
| Delta Financial Group, Inc. | 3,226 | $250.0K | 0.11% | +3,226 | New |
| BMS Financial Advisors, LLC | 3,222 | $250.4K | 0.17% | −351−9.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,222 | $250.4K | 0.02% | +22+0.7% | Added |
| Insight Folios Inc | 3,230 | $251.1K | 0.11% | +274+9.3% | Added |
| Saiph Capital, LLC | 3,242 | $252.0K | 0.17% | −676−17.3% | Reduced |
| BKD Wealth Advisors, LLC | 3,249 | $252.5K | 0.01% | +29+0.9% | Added |
| Power Corp of Canada | 3,258 | $253.2K | 0.05% | −3,258−50.0% | Reduced |
| Cohen & Steers, Inc. | 3,262 | $254.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3,296 | $256.2K | 0.26% | −7,500−69.5% | Reduced |
| Kolinsky Wealth Management, LLC | 3,304 | $257.0K | 0.29% | +243+7.9% | Added |
| Coastal Investment Advisors, Inc. | 3,308 | $257.1K | 0.06% | −1,925−36.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,320 | $258.0K | 0.03% | −6,700−66.9% | Reduced |
| Opus Capital Group, LLC | 3,338 | $259.0K | 0.05% | −1,673−33.4% | Reduced |
| Northeast Investment Management | 3,359 | $261.0K | 0.02% | +48+1.4% | Added |
| ERTS Wealth Advisors, LLC | 3,385 | $263.1K | 0.07% | −453−11.8% | Reduced |
| Marino, Stram & Associates LLC | 3,388 | $263.3K | 0.08% | +242+7.7% | Added |
| Renasant Bank | 3,408 | $264.9K | 0.20% | +3,408 | New |
| Meeder Asset Management Inc | 3,408 | $264.9K | 0.02% | −13,741−80.1% | Reduced |
| Change Path, LLC | 3,413 | $265.0K | 0.01% | −106−3.0% | Reduced |
| CFO4Life, L.P. | 3,415 | $265.4K | 0.06% | +3,415 | New |
| CFO4Life Group, LLC | 3,415 | $265.4K | 0.06% | +3,415 | New |
| Catalyst Financial Partners LLC | 3,419 | $265.7K | 0.14% | +3,419 | New |
| Journey Advisory Group, LLC | 3,426 | $266.3K | 0.07% | +100+3.0% | Added |
| Summit Financial Strategies, Inc. | 3,440 | $267.4K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 3,445 | $267.8K | 0.08% | +124+3.7% | Added |
| Accurate Wealth Management, LLC | 3,412 | $269.2K | 0.10% | −472−12.2% | Reduced |
| Aviance Capital Partners, LLC | 3,470 | $269.7K | 0.06% | −173−4.7% | Reduced |
| jvl associates llc | 3,470 | $269.7K | 0.16% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,472 | $269.8K | 0.02% | +3,472 | New |
| LPWM LLC | 3,428 | $270.4K | 0.15% | +61+1.8% | Added |
| Bridges Investment Management Inc | 3,483 | $270.7K | 0.01% | −12,781−78.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,487 | $271.0K | 0.09% | +3,487 | New |
| Alta Advisers Ltd | 3,500 | $272.0K | 0.16% | 00.0% | Unchanged |
| First Bank & Trust | 3,494 | $272.0K | 0.08% | +3,494 | New |
| Alethea Capital Management, LLC | 3,500 | $272.0K | 0.26% | −3,845−52.3% | Reduced |
| Jeppson Wealth Management, LLC | 3,505 | $272.4K | 0.11% | −1,268−26.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,487 | $273.2K | 0.09% | +3,487 | New |
| Evoke Wealth, LLC | 3,512 | $274.7K | 0.01% | −55,000−94.0% | Reduced |
| InTrack Investment Management Inc | 3,546 | $275.6K | 0.28% | −765−17.7% | Reduced |
| Ascent Group, LLC | 3,550 | $275.9K | 0.03% | −1,864−34.4% | Reduced |
| Middleton & Co Inc | 3,550 | $275.9K | 0.04% | −1,011−22.2% | Reduced |
| Tarbox Family Office, Inc. | 3,581 | $278.3K | 0.06% | −44−1.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,581 | $278.3K | 0.01% | −2,471−40.8% | Reduced |
| Forefront Analytics, LLC | 3,589 | $278.8K | 0.15% | +3,589 | New |
| Oakworth Capital, Inc. | 3,601 | $279.9K | 0.03% | +69+2.0% | Added |
| Widmann Financial Services, Inc. | 3,603 | $280.0K | 0.29% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,533 | $280.4K | 0.05% | −2,164−38.0% | Reduced |
| Ipsen Advisor Group LLC | 3,621 | $281.4K | 0.32% | +3,621 | New |
| Axxcess Wealth Management, LLC | 3,653 | $283.9K | 0.02% | +1,096+42.9% | Added |
| Fortis Capital Advisors, LLC | 3,655 | $284.1K | 0.17% | +3,655 | New |
| Bessemer Securities LLC | 3,664 | $285.0K | 0.13% | 00.0% | Unchanged |
| Fosun International Ltd | 3,680 | $286.0K | 0.03% | +3,680 | New |
| StrongBox Wealth, LLC | 3,682 | $286.2K | 0.20% | +550+17.6% | Added |
| Keel Point, LLC | 3,689 | $286.7K | 0.05% | −1,075−22.6% | Reduced |
| Center for Financial Planning, Inc. | 3,700 | $287.5K | 0.07% | +498+15.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,704 | $287.9K | 0.08% | −1,193−24.4% | Reduced |
| CWS Financial Advisors, LLC | 2,440 | $288.0K | 0.12% | −242−9.0% | Reduced |
| Holistic Financial Partners | 3,710 | $288.3K | 0.26% | +489+15.2% | Added |
| Smith Shellnut Wilson LLC | 3,713 | $288.6K | 0.18% | −2−0.1% | Reduced |
| 9258 Wealth Management, LLC | 3,726 | $289.6K | 0.06% | −256−6.4% | Reduced |
| 1776 Wealth LLC | 3,729 | $290.0K | 0.21% | +67+1.8% | Added |
| Concord Wealth Partners | 3,745 | $291.1K | 0.09% | −1,220−24.6% | Reduced |
| Guyasuta Investment Advisors Inc | 3,782 | $293.9K | 0.02% | −490−11.5% | Reduced |
| Leverty Financial Group, LLC | 3,806 | $295.8K | 0.25% | +466+14.0% | Added |
| Bollard Group LLC | 3,802 | $296.0K | 0.01% | +30+0.8% | Added |
| Samalin Investment Counsel, LLC | 3,811 | $296.2K | 0.19% | −9−0.2% | Reduced |
| Silverlake Wealth Management LLC | 3,812 | $296.2K | 0.18% | −160−4.0% | Reduced |
| Stevens Capital Management LP | 3,818 | $297.0K | 0.19% | +3,818 | New |
| Maple Capital Management, Inc. | 3,823 | $297.1K | 0.04% | −523−12.0% | Reduced |
| NinePointTwo Capital | 3,841 | $298.0K | 0.12% | −2,224−36.7% | Reduced |
| Prestige Wealth Management Group LLC | 3,814 | $299.0K | 0.08% | −3,908−50.6% | Reduced |
| Childress Capital Advisors, LLC | 3,857 | $299.8K | 0.10% | +1,640+74.0% | Added |
| Alliance Wealth Advisors, LLC | 3,860 | $300.0K | 0.25% | −115−2.9% | Reduced |
| STAR Financial Bank | 3,862 | $300.2K | 0.30% | +3,862 | New |
| Mark Sheptoff Financial Planning, LLC | 3,868 | $300.6K | 0.18% | −31−0.8% | Reduced |