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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 3,901 | $303.2K | 0.02% | −197−4.8% | Reduced |
| E Fund Management Co., Ltd. | 3,918 | $305.0K | 0.03% | −190−4.6% | Reduced |
| Edge Capital Group, LLC | 3,942 | $306.4K | 0.02% | −172−4.2% | Reduced |
| Quantum Private Wealth, LLC | 3,942 | $306.4K | 0.19% | −230−5.5% | Reduced |
| Chicago Partners Investment Group LLC | 3,541 | $306.6K | 0.02% | −53−1.5% | Reduced |
| Centaurus Financial, Inc. | 3,951 | $307.0K | 0.03% | −979−19.9% | Reduced |
| Petrus Trust Company, LTA | 3,956 | $307.5K | 0.04% | +3,956 | New |
| Ropes Wealth Advisors LLC | 3,981 | $309.4K | 0.06% | +497+14.3% | Added |
| Peoples Bank | 3,986 | $309.8K | 0.20% | −152−3.7% | Reduced |
| Private Capital Management, LLC | 4,000 | $310.9K | 0.04% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $310.9K | 0.10% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 4,000 | $310.9K | 0.31% | +4,000 | New |
| Keating Investment Counselors Inc | 4,025 | $312.8K | 0.12% | +4,025 | New |
| Cedar Brook Financial Partners, LLC | 4,033 | $313.4K | 0.09% | +84+2.1% | Added |
| DuPont Capital Management Corp | 4,038 | $313.8K | 0.01% | −58−1.4% | Reduced |
| CWA Asset Management Group, LLC | 4,051 | $314.8K | 0.03% | −6,064−60.0% | Reduced |
| Aries Wealth Management | 4,059 | $315.5K | 0.14% | −160−3.8% | Reduced |
| Riverbridge Partners LLC | 4,061 | $316.0K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,085 | $317.5K | 0.04% | −400−8.9% | Reduced |
| Graypoint LLC | 4,089 | $317.8K | 0.04% | −2,447−37.4% | Reduced |
| Rowland & Co Investment Counsel | 4,061 | $317.8K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,091 | $318.0K | 0.01% | −45,194−91.7% | Reduced |
| Court Place Advisors, LLC | 4,101 | $318.7K | 0.12% | +90+2.2% | Added |
| KG&L Capital Management,LLC | 4,108 | $319.3K | 0.18% | −2,802−40.5% | Reduced |
| Simmons Bank | 4,126 | $320.7K | 0.03% | −221−5.1% | Reduced |
| First Citizens Financial Corp | 4,134 | $321.0K | 0.28% | +399+10.7% | Added |
| InterOcean Capital Group, LLC | 4,133 | $321.2K | 0.01% | −2,964−41.8% | Reduced |
| BOS Asset Management, LLC | 4,167 | $323.9K | 0.29% | +4,167 | New |
| Lebenthal Global Advisors, LLC | 4,183 | $325.1K | 0.11% | +360+9.4% | Added |
| HighTower Trust Services, LTA | 4,263 | $325.3K | 0.03% | −2,145−33.5% | Reduced |
| AllSquare Wealth Management LLC | 4,186 | $325.3K | 0.22% | +3,650+681.0% | Added |
| First Light Asset Management, LLC | 4,188 | $325.5K | 0.03% | +4,188 | New |
| Regent Investment Management LLC | 4,190 | $326.0K | 0.09% | −700−14.3% | Reduced |
| South State Corp. | 4,209 | $327.1K | 0.03% | −1,419−25.2% | Reduced |
| Advisors Management Group Inc | 4,224 | $328.0K | 0.12% | +756+21.8% | Added |
| Signet Financial Management, LLC | 4,235 | $329.1K | 0.06% | −626−12.9% | Reduced |
| Caldwell Trust Co | 4,246 | $330.0K | 0.05% | −621−12.8% | Reduced |
| Twin Lakes Capital Management, LLC | 4,252 | $330.5K | 0.25% | +11+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,257 | $330.9K | 0.19% | −1,256−22.8% | Reduced |
| Savant Capital, LLC | 4,584 | $334.1K | 0.01% | +272+6.3% | Added |
| Keebeck Wealth Management, LLC | 4,265 | $334.4K | 0.06% | +42+1.0% | Added |
| Smithfield Trust Co | 4,297 | $335.0K | 0.02% | −1,392−24.5% | Reduced |
| Azimuth Capital Investment Management LLC | 4,315 | $335.4K | 0.02% | −100−2.3% | Reduced |
| Profit Investment Management, LLC | 4,330 | $336.5K | 0.24% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 4,332 | $337.0K | 0.18% | −1,253−22.4% | Reduced |
| Peoples Financial Services Corp. | 4,351 | $338.2K | 0.16% | +322+8.0% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $341.0K | 0.19% | 00.0% | Unchanged |
| ASB Consultores, LLC | 4,399 | $341.9K | 0.14% | +261+6.3% | Added |
| Beta Wealth Group, Inc. | 4,400 | $342.0K | 0.23% | +300+7.3% | Added |
| Riverwater Partners LLC | 4,404 | $342.3K | 0.29% | −75−1.7% | Reduced |
| Center For Asset Management LLC | 4,412 | $342.9K | 0.32% | +4,412 | New |
| Hall Capital Management Co Inc | 4,416 | $343.2K | 0.21% | −385−8.0% | Reduced |
| Schmidt P J Investment Management Inc | 4,432 | $344.5K | 0.08% | −30−0.7% | Reduced |
| Saxon Interests, Inc. | 4,451 | $345.1K | 0.20% | −305−6.4% | Reduced |
| Covenant Partners, LLC | 4,443 | $345.3K | 0.14% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,452 | $346.0K | 0.00% | −2,503−36.0% | Reduced |
| Fort, L.P. | 4,454 | $346.2K | 0.52% | −615−12.1% | Reduced |
| Royal Capital Wealth Management, LLC | 4,459 | $347.0K | 0.37% | −1,241−21.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,471 | $347.5K | 0.19% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,473 | $348.0K | 0.00% | +511+12.9% | Added |
| Vise Technologies, Inc. | 4,479 | $348.1K | 0.11% | +1,512+51.0% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $350.5K | 1.03% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 4,510 | $350.5K | 0.11% | +157+3.6% | Added |
| Kistler-Tiffany Companies, LLC | 4,559 | $354.3K | 0.07% | −139−3.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,576 | $355.6K | 0.10% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,596 | $357.1K | 0.06% | +918+25.0% | Added |
| RSM US Wealth Management LLC | 4,603 | $357.7K | 0.02% | +241+5.5% | Added |
| Canvas Wealth Advisors, LLC | 4,562 | $359.2K | 0.15% | +4,562 | New |
| First PREMIER Bank | 4,635 | $360.0K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,641 | $360.7K | 0.29% | −967−17.2% | Reduced |
| Quadrant Capital Group LLC | 4,643 | $360.9K | 0.04% | −466−9.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,650 | $361.4K | 0.21% | −2,100−31.1% | Reduced |
| Bradley Mark J. | 4,685 | $364.0K | 0.32% | −445−8.7% | Reduced |
| Stonegate Investment Group, LLC | 4,716 | $366.5K | 0.02% | −90,969−95.1% | Reduced |
| Patriot Investment Management Inc. | 4,446 | $367.1K | 0.03% | −1,479−25.0% | Reduced |
| EP Wealth Advisors, LLC | 4,737 | $368.1K | 0.01% | −7,032−59.8% | Reduced |
| Sanders Morris Harris LLC | 4,744 | $368.7K | 0.14% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,749 | $369.1K | 0.20% | +119+2.6% | Added |
| Boston Common Asset Management, LLC | 4,759 | $370.0K | 0.02% | −1,673−26.0% | Reduced |
| Vigilant Capital Management, LLC | 4,762 | $370.0K | 0.03% | −112−2.3% | Reduced |
| Stableford Capital II LLC | 4,777 | $370.4K | 0.20% | +4,777 | New |
| Colton Groome Financial Advisors, LLC | 4,780 | $371.5K | 0.18% | +4,780 | New |
| Boyd Watterson Asset Management LLC | 4,787 | $372.0K | 0.15% | −105−2.1% | Reduced |
| Keeler Thomas Management LLC | 4,794 | $372.6K | 0.19% | −366−7.1% | Reduced |
| Salvus Wealth Management, LLC | 4,804 | $373.4K | 0.34% | +830+20.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,810 | $373.9K | 0.03% | −1,673−25.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,790 | $374.6K | 0.03% | +4,790 | New |
| First National Advisers, LLC | 4,833 | $376.0K | 0.48% | −116−2.3% | Reduced |
| BLB&B Advisors, LLC | 4,842 | $376.3K | 0.03% | −1,415−22.6% | Reduced |
| Meridian Investment Counsel Inc. | 4,857 | $377.0K | 0.15% | +329+7.3% | Added |
| Thomas White International Ltd | 4,856 | $377.4K | 0.08% | −20.0% | Reduced |
| Equitable Holdings, Inc. | 4,858 | $377.6K | 0.01% | +296+6.5% | Added |
| Resurgent Financial Advisors LLC | 4,862 | $377.9K | 0.20% | −227−4.5% | Reduced |
| Dover Advisors, LLC | 4,847 | $379.6K | 0.41% | +4,847 | New |
| North Star Asset Management Inc | 4,884 | $379.6K | 0.02% | −125−2.5% | Reduced |
| Greenwood Capital Associates LLC | 4,915 | $382.0K | 0.06% | −54,656−91.7% | Reduced |
| ICA Group Wealth Management, LLC | 4,915 | $384.8K | 0.09% | −8,713−63.9% | Reduced |
| Gilbert & Cook, Inc. | 4,959 | $385.4K | 0.07% | +83+1.7% | Added |
| Eudaimonia Partners, LLC | 4,959 | $385.4K | 0.09% | +308+6.6% | Added |
| First Capital Advisors Group, LLC. | 4,984 | $387.4K | 0.26% | −480−8.8% | Reduced |