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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 7,896 | $613.7K | 0.03% | −466−5.6% | Reduced |
| Inscription Capital, LLC | 7,904 | $614.3K | 0.21% | −2,725−25.6% | Reduced |
| American State Bank (Iowa) | 7,935 | $616.7K | 0.48% | +1,449+22.3% | Added |
| Community Bank & Trust, Waco, Texas | 7,944 | $617.0K | 0.20% | −6,801−46.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,964 | $619.0K | 0.09% | +1,115+16.3% | Added |
| M Holdings Securities, Inc. | 7,974 | $620.0K | 0.07% | −211−2.6% | Reduced |
| Glaxis Capital Management, LLC | 8,000 | $621.8K | 8.42% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 8,013 | $623.0K | 0.32% | −1,770−18.1% | Reduced |
| BSW Wealth Partners | 8,027 | $624.0K | 0.13% | +2,130+36.1% | Added |
| Ossiam | 8,047 | $625.4K | 0.02% | −8,488−51.3% | Reduced |
| Auxano Advisors, LLC | 8,055 | $626.0K | 0.28% | +122+1.5% | Added |
| Virtue Capital Management, LLC | 8,066 | $626.9K | 0.10% | +5,416+204.4% | Added |
| Spire Wealth Management | 8,076 | $628.0K | 0.04% | −1,562−16.2% | Reduced |
| Brighton Jones LLC | 8,089 | $628.7K | 0.04% | −1,846−18.6% | Reduced |
| Symmetry Partners, LLC | 8,133 | $632.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,167 | $634.7K | 0.04% | −366−4.3% | Reduced |
| Resonant Capital Advisors, LLC | 8,115 | $635.0K | 0.08% | +2,865+54.6% | Added |
| Ballentine Partners, LLC | 8,181 | $635.8K | 0.02% | −3,568−30.4% | Reduced |
| Bank of Stockton | 8,192 | $637.0K | 0.22% | −593−6.8% | Reduced |
| Papp L Roy & Associates | 8,206 | $637.8K | 0.09% | −902−9.9% | Reduced |
| Shelton Capital Management | 8,255 | $641.6K | 0.07% | −2,742−24.9% | Reduced |
| Foster & Motley Inc | 8,265 | $642.0K | 0.05% | −2,020−19.6% | Reduced |
| McDaniel Terry & Co | 8,260 | $642.0K | 0.07% | −28−0.3% | Reduced |
| Dempze Nancy E | 8,276 | $643.2K | 0.63% | −1,633−16.5% | Reduced |
| Baxter Bros Inc | 8,304 | $645.0K | 0.11% | −820−9.0% | Reduced |
| Cambridge Advisors Inc. | 8,334 | $647.7K | 0.17% | 00.0% | Unchanged |
| Private Trust Co NA | 8,351 | $649.0K | 0.10% | +165+2.0% | Added |
| Claro Advisors LLC | 8,368 | $650.4K | 0.21% | +2,255+36.9% | Added |
| Duncker Streett & Co Inc | 8,413 | $653.9K | 0.16% | −1,831−17.9% | Reduced |
| Resources Investment Advisors, LLC. | 8,413 | $653.9K | 0.02% | −566−6.3% | Reduced |
| Malaga Cove Capital, LLC | 8,427 | $654.9K | 0.36% | +1,844+28.0% | Added |
| LCNB Corp | 8,439 | $655.9K | 0.30% | +1,450+20.7% | Added |
| Delaney Dennis R | 8,455 | $657.1K | 0.59% | −2,420−22.3% | Reduced |
| Hunter Associates Investment Management LLC | 8,498 | $658.0K | 0.16% | −1,600−15.8% | Reduced |
| Colonial Trust Co | 8,489 | $659.8K | 0.18% | +1,685+24.8% | Added |
| Biltmore Family Office, LLC | 8,432 | $661.1K | 0.14% | −7−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,553 | $664.7K | 0.10% | −7,474−46.6% | Reduced |
| New Hampshire Trust | 8,615 | $669.6K | 0.18% | +8,615 | New |
| Encompass Wealth Advisors, LLC | 8,617 | $669.7K | 0.24% | +28+0.3% | Added |
| Investment Advisory Services Inc | 8,482 | $669.9K | 0.34% | −572−6.3% | Reduced |
| Axq Capital, LP | 8,667 | $673.6K | 0.47% | +8,667 | New |
| Chiron Capital Management, LLC | 8,700 | $676.2K | 0.47% | +3,500+67.3% | Added |
| Threadgill Financial, LLC | 8,705 | $676.6K | 0.69% | +8,705 | New |
| Sittner & Nelson, LLC | 8,706 | $676.6K | 0.41% | +197+2.3% | Added |
| Thomasville National Bank | 8,733 | $679.0K | 0.08% | −81,308−90.3% | Reduced |
| DMG Group, LLC | 8,690 | $680.0K | 0.77% | +20+0.2% | Added |
| Radnor Capital Management, LLC | 8,491 | $680.0K | 0.17% | −250−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,804 | $684.3K | 0.30% | +8,804 | New |
| Peterson Wealth Services | 8,866 | $689.0K | 0.39% | +1,351+18.0% | Added |
| XTX Topco Ltd | 8,878 | $690.0K | 0.15% | +8,878 | New |
| Sargent Bickham Lagudis LLC | 8,887 | $690.7K | 0.06% | −100−1.1% | Reduced |
| Naviter Wealth, LLC | 8,580 | $693.3K | 0.19% | +380+4.6% | Added |
| Personal Cfo Solutions, LLC | 8,923 | $693.5K | 0.15% | +1,448+19.4% | Added |
| Martin & Co Inc | 8,956 | $696.1K | 0.18% | +261+3.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 8,966 | $696.9K | 0.27% | −172−1.9% | Reduced |
| Quantinno Capital Management LP | 8,983 | $698.0K | 0.05% | −831−8.5% | Reduced |
| Wealthspire Advisors, LLC | 8,998 | $699.3K | 0.01% | +1,399+18.4% | Added |
| Beacon Investment Advisors LLC | 9,002 | $699.7K | 0.58% | +9,002 | New |
| Dakota Wealth Management | 9,044 | $702.9K | 0.05% | +441+5.1% | Added |
| Ballast Advisors LLC | 9,048 | $703.2K | 0.31% | −90−1.0% | Reduced |
| Csenge Advisory Group | 9,109 | $708.0K | 0.05% | −678−6.9% | Reduced |
| Hoese & Co LLP | 8,991 | $710.0K | 0.75% | −3,019−25.1% | Reduced |
| Great Waters Wealth Management | 8,756 | $711.0K | 0.15% | +8,756 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,169 | $712.6K | 0.06% | +9,169 | New |
| Winch Advisory Services, LLC | 9,176 | $713.0K | 0.30% | −486−5.0% | Reduced |
| Alpha DNA Investment Management LLC | 9,184 | $713.8K | 0.38% | +2,294+33.3% | Added |
| AdvisorNet Financial, Inc | 9,214 | $716.1K | 0.07% | −10,564−53.4% | Reduced |
| City State Bank | 9,242 | $718.0K | 0.44% | −2,011−17.9% | Reduced |
| Diligent Investors, LLC | 9,273 | $720.7K | 0.24% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 9,300 | $722.8K | 0.12% | +9,300 | New |
| Mach-1 Financial Group, Inc. | 9,310 | $723.6K | 0.34% | +9,081+3,965.5% | Added |
| Moseley Investment Management Inc | 9,311 | $723.7K | 0.52% | −205−2.2% | Reduced |
| GSB Wealth Management, LLC | 9,324 | $724.7K | 0.26% | −490−5.0% | Reduced |
| DT Investment Partners, LLC | 9,357 | $727.2K | 0.10% | −807−7.9% | Reduced |
| Aspire Wealth Management Corp | 9,365 | $727.8K | 0.63% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 9,366 | $727.9K | 0.03% | +9,366 | New |
| Park National Corp | 9,388 | $729.6K | 0.03% | −1,155−11.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,389 | $729.7K | 0.53% | −2,164−18.7% | Reduced |
| GoalVest Advisory LLC | 9,419 | $732.0K | 0.47% | −607−6.1% | Reduced |
| GYL Financial Synergies, LLC | 9,420 | $732.2K | 0.16% | +456+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,431 | $733.0K | 0.50% | +59+0.6% | Added |
| Roberts Glore & Co Inc | 9,435 | $733.3K | 0.25% | −39−0.4% | Reduced |
| Kidder Stephen W | 9,465 | $735.6K | 0.27% | −16,882−64.1% | Reduced |
| Rosenbaum Jay D. | 9,543 | $741.7K | 1.60% | +65+0.7% | Added |
| Mechanics Bank Trust Department | 9,555 | $742.6K | 0.13% | −249−2.5% | Reduced |
| Exeter Financial, LLC | 9,563 | $743.2K | 0.39% | −4,498−32.0% | Reduced |
| Keystone Financial Planning, Inc. | 9,603 | $746.3K | 0.25% | +9,603 | New |
| Ballast, Inc. | 9,629 | $748.4K | 0.33% | +759+8.6% | Added |
| Three Bridge Wealth Advisors, LLC | 9,548 | $748.6K | 0.40% | −4,564−32.3% | Reduced |
| Great Lakes Retirement, Inc. | 9,580 | $751.1K | 0.19% | +9,580 | New |
| West Michigan Advisors, LLC | 9,731 | $756.3K | 0.55% | +113+1.2% | Added |
| Madison Wealth Management | 9,759 | $758.5K | 0.17% | −871−8.2% | Reduced |
| First Pacific Financial | 9,775 | $759.7K | 0.37% | +839+9.4% | Added |
| First Commonwealth Financial Corp | 9,853 | $765.8K | 0.28% | +1,945+24.6% | Added |
| River Street Advisors LLC | 9,876 | $767.5K | 0.82% | +9,876 | New |
| Ascent Wealth Partners, LLC | 9,888 | $768.5K | 0.17% | +1,548+18.6% | Added |
| Barry Investment Advisors, LLC | 9,975 | $775.2K | 0.24% | +174+1.8% | Added |
| Gamco Investors, Inc. Et Al | 9,999 | $777.1K | 0.01% | −2,802−21.9% | Reduced |
| Valmark Advisers, Inc. | 10,028 | $779.4K | 0.02% | +114+1.1% | Added |
| Lincoln National Corp | 10,052 | $781.3K | 0.02% | +1,960+24.2% | Added |