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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 6,403 | $497.6K | 0.32% | −3,147−33.0% | Reduced |
| Morningstar Investment Management LLC | 6,404 | $498.0K | 0.08% | +6,404 | New |
| Sentry Investment Management LLC | 6,426 | $499.0K | 0.22% | −2,737−29.9% | Reduced |
| Burns J W & Co Inc | 6,425 | $499.0K | 0.09% | −798−11.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,430 | $499.7K | 0.17% | −125−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 6,435 | $500.1K | 0.36% | +6,435 | New |
| Chilton Capital Management LLC | 6,453 | $501.5K | 0.03% | −387−5.7% | Reduced |
| Financial Advocates Investment Management | 6,462 | $502.2K | 0.04% | +3,966+158.9% | Added |
| Prairiewood Capital, LLC | 6,472 | $503.0K | 0.37% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 6,474 | $503.2K | 0.13% | −10−0.2% | Reduced |
| Mechanics Financial Corp | 6,509 | $506.0K | 0.30% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 6,523 | $506.9K | 0.18% | −438−6.3% | Reduced |
| Corton Capital Inc. | 6,528 | $507.4K | 0.42% | −245−3.6% | Reduced |
| J.W. Cole Advisors, Inc. | 6,533 | $507.8K | 0.04% | −519−7.4% | Reduced |
| Pointe Capital Management LLC | 6,530 | $508.0K | 0.39% | +554+9.3% | Added |
| Blueshift Asset Management, LLC | 6,539 | $508.2K | 0.24% | +2,277+53.4% | Added |
| Summit Trail Advisors, LLC | 6,487 | $508.4K | 0.02% | +255+4.1% | Added |
| Constitution Capital LLC | 6,550 | $509.1K | 0.31% | +6,550 | New |
| Point72 Asset Management, L.P. | 6,562 | $510.0K | 0.00% | +6,562 | New |
| Financial Advisory Corp | 6,575 | $511.0K | 0.25% | +80+1.2% | Added |
| MONECO Advisors, LLC | 6,577 | $511.1K | 0.18% | +410+6.6% | Added |
| FirstPurpose Wealth LLC | 6,590 | $512.2K | 0.29% | +1,603+32.1% | Added |
| Avantax Planning Partners, Inc. | 6,600 | $513.0K | 0.02% | +141+2.2% | Added |
| Measured Wealth Private Client Group, LLC | 6,618 | $514.4K | 0.21% | −1,154−14.8% | Reduced |
| Biltmore Wealth Management, LLC | 6,618 | $514.4K | 0.22% | 00.0% | Unchanged |
| CX Institutional | 6,654 | $517.1K | 0.03% | +6,654 | New |
| EverSource Wealth Advisors, LLC | 6,656 | $517.3K | 0.08% | −1,417−17.6% | Reduced |
| Manhattan West Asset Management, LLC | 6,664 | $517.9K | 0.26% | −1,670−20.0% | Reduced |
| Waldron Private Wealth LLC | 6,371 | $518.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,670 | $518.4K | 0.08% | +600+9.9% | Added |
| Geneos Wealth Management Inc. | 6,673 | $518.6K | 0.03% | +667+11.1% | Added |
| Pitti Group Wealth Management, LLC | 6,677 | $519.0K | 0.62% | +6,677 | New |
| Continuum Advisory, LLC | 6,693 | $520.2K | 0.09% | +1,419+26.9% | Added |
| Northside Capital Management, LLC | 6,747 | $524.4K | 0.16% | +234+3.6% | Added |
| Johnson Financial Group, Inc. | 6,754 | $525.1K | 0.04% | +82+1.2% | Added |
| Field & Main Bank | 6,768 | $526.0K | 0.34% | −2,820−29.4% | Reduced |
| Alera Investment Advisors, LLC | 6,769 | $526.1K | 0.12% | −286−4.1% | Reduced |
| Redmond Asset Management, LLC | 6,775 | $526.6K | 0.19% | +6,775 | New |
| First Heartland Consultants, Inc. | 6,779 | $526.9K | 0.08% | +6,779 | New |
| Centiva Capital, LP | 6,817 | $529.8K | 0.04% | −2,287−25.1% | Reduced |
| Affiance Financial, LLC | 6,817 | $529.8K | 0.21% | −1,280−15.8% | Reduced |
| Archer Investment Corp | 6,869 | $533.9K | 0.21% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,869 | $533.9K | 0.08% | +2,216+47.6% | Added |
| KB Financial Partners, LLC | 6,919 | $538.0K | 0.18% | −508−6.8% | Reduced |
| Compass Financial Advisors LLC | 6,925 | $538.2K | 0.73% | +2,086+43.1% | Added |
| Coastline Trust Co | 6,940 | $539.4K | 0.08% | −198−2.8% | Reduced |
| Capstone Triton Financial Group, LLC | 6,945 | $539.8K | 0.43% | −279−3.9% | Reduced |
| Patten & Patten Inc | 6,981 | $543.0K | 0.05% | +415+6.3% | Added |
| Bowman & Co S.C. | 6,993 | $543.5K | 0.42% | −1,376−16.4% | Reduced |
| S.E.E.D. Planning Group LLC | 7,018 | $545.4K | 0.24% | −1,931−21.6% | Reduced |
| Strengthening Families & Communities, LLC | 7,025 | $546.0K | 0.33% | +511+7.8% | Added |
| Orion Capital Management LLC | 7,040 | $547.1K | 0.40% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,059 | $548.6K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,069 | $549.4K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,081 | $550.0K | 0.12% | +4,351+159.4% | Added |
| Wealthcare Advisory Partners LLC | 7,097 | $551.6K | 0.03% | +883+14.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,126 | $553.8K | 0.35% | +30+0.4% | Added |
| Vontobel Asset Management Inc | 7,156 | $556.2K | 0.00% | −82−1.1% | Reduced |
| White Pine Capital LLC | 7,168 | $557.1K | 0.22% | +668+10.3% | Added |
| Flputnam Investment Management Co | 7,175 | $557.7K | 0.02% | −15,254−68.0% | Reduced |
| West Paces Advisors Inc. | 7,176 | $557.7K | 0.18% | +89+1.3% | Added |
| Cobblestone Capital Advisors LLC | 7,228 | $561.8K | 0.04% | +584+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,252 | $563.6K | 0.10% | −1,071−12.9% | Reduced |
| Applied Capital LLC | 7,272 | $565.2K | 0.56% | +7,272 | New |
| Centennial Bank | 7,279 | $565.7K | 0.32% | +7,279 | New |
| Long Road Investment Counsel, LLC | 7,300 | $567.0K | 0.28% | +900+14.1% | Added |
| Gsa Capital Partners LLP | 7,315 | $569.0K | 0.07% | −8,196−52.8% | Reduced |
| Optas, LLC | 7,331 | $569.8K | 0.24% | −4,992−40.5% | Reduced |
| Simplify Asset Management Inc. | 7,332 | $569.8K | 0.10% | +588+8.7% | Added |
| TLWM | 7,344 | $570.8K | 0.21% | −54,129−88.1% | Reduced |
| Hartline Investment Corp | 7,375 | $573.2K | 0.13% | +7,375 | New |
| General Partner, Inc. | 7,390 | $574.4K | 0.53% | +7,390 | New |
| Bedell Frazier Investment Counseling, LLC | 7,428 | $577.3K | 0.15% | −475−6.0% | Reduced |
| Merit Financial Group, LLC | 7,493 | $582.3K | 0.02% | +1,544+26.0% | Added |
| Roundview Capital LLC | 7,500 | $582.9K | 0.07% | −5,255−41.2% | Reduced |
| DF Dent & Co Inc | 7,512 | $583.8K | 0.01% | +591+8.5% | Added |
| PrairieView Partners, LLC | 7,539 | $585.0K | 0.09% | +114+1.5% | Added |
| West Oak Capital, LLC | 7,550 | $587.0K | 0.31% | −8,447−52.8% | Reduced |
| Triangle Securities Wealth Management | 7,553 | $587.0K | 0.22% | −7,137−48.6% | Reduced |
| Aevitas Wealth Management, Inc. | 7,575 | $588.8K | 0.35% | −3,572−32.0% | Reduced |
| Northwest Bancshares, Inc. | 7,584 | $589.4K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,607 | $591.2K | 0.10% | −24,958−76.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,615 | $591.8K | 0.57% | +7,615 | New |
| Industrial Alliance Investment Management Inc. | 7,618 | $592.0K | 0.02% | −1,829−19.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,620 | $592.2K | 0.09% | +543+7.7% | Added |
| Trustcore Financial Services, LLC | 7,622 | $592.4K | 0.05% | +10+0.1% | Added |
| Central Bank & Trust Co | 7,651 | $594.6K | 0.11% | −196−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,656 | $595.0K | 0.03% | +639+9.1% | Added |
| USAdvisors Wealth Management, LLC | 7,654 | $595.0K | 0.29% | −194−2.5% | Reduced |
| Lewis Capital Management, LLC | 7,691 | $597.7K | 0.91% | −100−1.3% | Reduced |
| Prudent Man Advisors, LLC | 7,696 | $598.0K | 0.24% | +31+0.4% | Added |
| NVWM, LLC | 7,612 | $599.1K | 0.22% | −3,441−31.1% | Reduced |
| Qtron Investments LLC | 7,726 | $600.5K | 0.13% | +2,776+56.1% | Added |
| Hollencrest Capital Management | 7,734 | $601.1K | 0.07% | −48−0.6% | Reduced |
| Coldstream Capital Management Inc | 7,782 | $604.8K | 0.02% | +7,782 | New |
| Cim Investment Mangement Inc | 7,782 | $604.8K | 0.24% | −223−2.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,791 | $605.5K | 0.06% | −4,519−36.7% | Reduced |
| Legacy Financial Advisors, Inc. | 7,807 | $606.8K | 0.13% | −473−5.7% | Reduced |
| Truvestments Capital LLC | 7,854 | $610.4K | 0.34% | −14,968−65.6% | Reduced |
| Marcum Wealth, LLC | 7,881 | $612.5K | 0.08% | −1,141−12.6% | Reduced |