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 |
|---|---|---|---|---|---|
| US Asset Management LLC | 4,990 | $388.0K | 0.42% | +4,990 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $388.6K | 0.55% | −2,900−36.7% | Reduced |
| Paragon Financial Partners, Inc. | 5,030 | $390.9K | 0.43% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,032 | $391.1K | 0.47% | −221−4.2% | Reduced |
| Itau Unibanco Holding S.A. | 5,035 | $391.8K | 0.02% | +5,035 | New |
| First County Bank | 5,042 | $391.9K | 0.19% | +5,042 | New |
| Harbour Investments, Inc. | 5,044 | $392.1K | 0.02% | +797+18.8% | Added |
| Abbrea Capital, LLC | 5,033 | $394.8K | 0.07% | −1,270−20.1% | Reduced |
| C2C Wealth Management, LLC | 4,937 | $394.8K | 0.07% | +4,937 | New |
| Cito Capital Group, LLC | 5,038 | $395.0K | 0.22% | +38+0.8% | Added |
| Enterprise Financial Services Corp | 5,083 | $395.1K | 0.27% | −1,531−23.1% | Reduced |
| Clarius Group, LLC | 5,099 | $396.0K | 0.04% | −5,326−51.1% | Reduced |
| Great Diamond Partners, LLC | 5,104 | $396.7K | 0.12% | +214+4.4% | Added |
| Ritholtz Wealth Management | 5,133 | $398.9K | 0.02% | −16,451−76.2% | Reduced |
| StoneX Group Inc. | 5,106 | $399.2K | 0.05% | −36−0.7% | Reduced |
| Paragon Private Wealth Management, LLC | 5,144 | $399.8K | 0.36% | +1,247+32.0% | Added |
| First Interstate Bank | 5,145 | $400.0K | 0.03% | −161−3.0% | Reduced |
| Capital Asset Advisory Services LLC | 4,979 | $403.9K | 0.03% | −1,130−18.5% | Reduced |
| Lakeview Capital Partners, LLC | 4,901 | $404.7K | 0.13% | −43−0.9% | Reduced |
| Jmac Enterprises LLC | 5,213 | $405.2K | 0.11% | −2,000−27.7% | Reduced |
| Hillman Capital Management, Inc. | 5,244 | $407.6K | 0.16% | −1,991−27.5% | Reduced |
| Adviser Investments LLC | 5,075 | $407.7K | 0.01% | −91,646−94.8% | Reduced |
| High Note Wealth, LLC | 5,270 | $409.6K | 0.17% | −5,708−52.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,277 | $410.1K | 0.02% | +5,277 | New |
| Nwam LLC | 5,295 | $411.6K | 0.04% | +486+10.1% | Added |
| LSV Asset Management | 5,300 | $412.0K | 0.00% | −2,100−28.4% | Reduced |
| First National Bank of South Miami | 5,290 | $412.0K | 0.31% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 5,332 | $414.4K | 0.08% | −201−3.6% | Reduced |
| LGL Partners, LLC | 5,338 | $414.8K | 0.08% | −1,902−26.3% | Reduced |
| Athena Investment Management | 5,340 | $415.0K | 0.30% | −148−2.7% | Reduced |
| Westhampton Capital, LLC | 5,375 | $417.7K | 0.28% | −925−14.7% | Reduced |
| North Star Investment Management Corp. | 5,376 | $417.8K | 0.04% | +22+0.4% | Added |
| Wedmont Private Capital | 5,179 | $418.8K | 0.06% | +1,064+25.9% | Added |
| Peak Planning Group, LLC | 5,391 | $419.0K | 0.37% | +2,533+88.6% | Added |
| Clear Street Markets LLC | 5,403 | $420.0K | 0.09% | +2,032+60.3% | Added |
| Ti-Trust, Inc | 5,410 | $420.5K | 0.40% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5,277 | $421.5K | 0.12% | +1,488+39.3% | Added |
| Magnus Financial Group LLC | 5,484 | $426.2K | 0.07% | +431+8.5% | Added |
| Empowered Funds, LLC | 5,501 | $427.5K | 0.03% | +5,501 | New |
| World Equity Group, Inc. | 5,504 | $427.8K | 0.10% | +87+1.6% | Added |
| LWMG, LLC | 5,518 | $428.8K | 0.15% | +5,518 | New |
| Leavell Investment Management, Inc. | 5,467 | $429.0K | 0.03% | −263−4.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,523 | $429.2K | 0.31% | −218−3.8% | Reduced |
| IVC Wealth Advisors LLC | 9,662 | $429.7K | 0.32% | +4,100+73.7% | Added |
| True North Advisors, LLC | 5,529 | $429.7K | 0.15% | 00.0% | Unchanged |
| Cutler Group LP | 5,559 | $432.0K | 0.05% | −7,784−58.3% | Reduced |
| First City Capital Management, Inc. | 5,560 | $432.1K | 0.26% | −407−6.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,573 | $433.1K | 0.16% | −410−6.9% | Reduced |
| Beacon Financial Advisory LLC | 5,580 | $433.6K | 0.31% | +706+14.5% | Added |
| Lion Street Advisors, LLC | 3,623 | $434.3K | 0.23% | +3,623 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,600 | $435.0K | 0.05% | −462−7.6% | Reduced |
| SRB Corp | 5,589 | $435.0K | 0.03% | +1,039+22.8% | Added |
| Argent Capital Management LLC | 5,632 | $437.7K | 0.02% | −138,924−96.1% | Reduced |
| Park Edge Advisors, LLC | 5,648 | $439.0K | 0.19% | +5,648 | New |
| Wealthsource Partners, LLC | 5,676 | $441.1K | 0.03% | +397+7.5% | Added |
| Meridian Wealth Advisors, LLC | 5,678 | $441.3K | 0.11% | −1,546−21.4% | Reduced |
| Lindbrook Capital, LLC | 5,681 | $441.5K | 0.05% | −530−8.5% | Reduced |
| Weatherly Asset Management L. P. | 5,640 | $442.2K | 0.06% | −175−3.0% | Reduced |
| SlateStone Wealth, LLC | 5,692 | $442.4K | 0.11% | −950−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 5,732 | $445.5K | 0.06% | −369−6.0% | Reduced |
| Jump Financial, LLC | 5,777 | $449.0K | 0.02% | +5,777 | New |
| M&R Capital Management Inc | 5,838 | $453.8K | 0.12% | −226−3.7% | Reduced |
| Thoroughbred Financial Services, LLC | 5,850 | $454.0K | 0.07% | −4,931−45.7% | Reduced |
| First Manhattan Co | 5,891 | $457.8K | 0.00% | +2,636+81.0% | Added |
| Hedges Asset Management LLC | 5,900 | $458.5K | 0.41% | +1,800+43.9% | Added |
| Caas Capital Management LP | 5,900 | $458.5K | 0.09% | +5,900 | New |
| Family Legacy, Inc. | 5,656 | $459.2K | 0.20% | −1,375−19.6% | Reduced |
| VeraBank, N.A. | 5,915 | $459.7K | 0.23% | +98+1.7% | Added |
| Titleist Asset Management, Ltd. | 5,923 | $460.3K | 0.11% | −156−2.6% | Reduced |
| Wintrust Investments LLC | 5,940 | $462.0K | 0.06% | −1,779−23.0% | Reduced |
| swisspartners Ltd. | 5,965 | $463.6K | 0.59% | 00.0% | Unchanged |
| Intrust Bank NA | 6,006 | $466.8K | 0.06% | −1,313−17.9% | Reduced |
| Delphia (USA) Inc. | 6,008 | $467.0K | 0.54% | −892−12.9% | Reduced |
| Balentine LLC | 6,028 | $468.5K | 0.02% | −1,803−23.0% | Reduced |
| Alpha Omega Wealth Management LLC | 6,044 | $469.7K | 0.08% | −425−6.6% | Reduced |
| Aspen Investment Management Inc | 6,061 | $471.0K | 0.31% | −875−12.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,066 | $471.5K | 0.25% | +221+3.8% | Added |
| Security Asset Management | 6,613 | $472.1K | 0.26% | +1,270+23.8% | Added |
| Bellecapital International Ltd. | 6,093 | $473.5K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 6,097 | $474.0K | 0.05% | −105,759−94.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,113 | $475.0K | 0.01% | +1,896+45.0% | Added |
| Tilt Investment Management Holdings, PBC | 6,141 | $477.3K | 0.40% | +6,141 | New |
| Meridian Wealth Management, LLC | 6,142 | $477.4K | 0.05% | +560+10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,156 | $478.5K | 0.02% | −937−13.2% | Reduced |
| Mitchell Sinkler & Starr | 6,201 | $481.9K | 0.16% | +398+6.9% | Added |
| Montecito Bank & Trust | 6,207 | $482.0K | 0.12% | −313−4.8% | Reduced |
| Parkside Financial Bank & Trust | 6,234 | $484.5K | 0.14% | −520−7.7% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,254 | $486.0K | 0.67% | +6,254 | New |
| GDS Wealth Management | 6,278 | $487.9K | 0.09% | −1,557−19.9% | Reduced |
| Mission Wealth Management, LP | 6,301 | $489.7K | 0.02% | −352−5.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,307 | $490.0K | 0.08% | −260−4.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,317 | $491.0K | 0.17% | +174+2.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,326 | $491.7K | 0.22% | −1,121−15.1% | Reduced |
| Evergreen Capital Management LLC | 6,276 | $491.8K | 0.02% | −3,344−34.8% | Reduced |
| Richwood Investment Advisors, LLC | 6,344 | $493.1K | 0.50% | −903−12.5% | Reduced |
| Empirical Asset Management, LLC | 6,349 | $493.4K | 0.52% | −1,247−16.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,351 | $494.0K | 0.07% | +425+7.2% | Added |
| CVA Family Office, LLC | 6,370 | $495.1K | 0.12% | −2,320−26.7% | Reduced |
| Kades & Cheifetz LLC | 6,377 | $495.6K | 0.41% | +6,377 | New |
| TCWP LLC | 6,378 | $495.7K | 0.10% | +1,113+21.1% | Added |