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; 2,149 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
- 1,970
- +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
- 911 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Access Financial Services, Inc. | 18,955 | $1.47M | 0.90% | −378−2.0% | Reduced |
| Old North State Wealth Management, LLC | 18,840 | $1.47M | 1.47% | +13,664+264.0% | Added |
| Sandy Spring Bank | 18,843 | $1.46M | 0.09% | −1,043−5.2% | Reduced |
| Epiq Partners, LLC | 18,809 | $1.46M | 0.97% | −300−1.6% | Reduced |
| Autumn Glory Partners, LLC | 18,800 | $1.46M | 0.78% | −205−1.1% | Reduced |
| NBT Bank N A | 18,770 | $1.46M | 0.21% | −529−2.7% | Reduced |
| Albion Financial Group | 18,756 | $1.46M | 0.14% | −2,090−10.0% | Reduced |
| FACT Capital, LP | 18,738 | $1.46M | 0.85% | +18,738 | New |
| Baker Tilly Wealth Management, LLC | 18,721 | $1.45M | 0.18% | −4,781−20.3% | Reduced |
| NTV Asset Management LLC | 18,719 | $1.45M | 0.29% | −1,710−8.4% | Reduced |
| Paradigm Asset Management Co LLC | 18,700 | $1.45M | 0.41% | +18,700 | New |
| Regent Peak Wealth Advisors LLC | 18,514 | $1.45M | 0.48% | +4,265+29.9% | Added |
| Venture Visionary Partners LLC | 18,664 | $1.45M | 0.10% | −5,363−22.3% | Reduced |
| Red Spruce Capital, LLC | 18,610 | $1.45M | 0.92% | +2,450+15.2% | Added |
| American Trust | 18,554 | $1.44M | 0.13% | −1,125−5.7% | Reduced |
| AIMZ Investment Advisors, LLC | 18,505 | $1.44M | 0.68% | −146−0.8% | Reduced |
| Gilman Hill Asset Management, LLC | 18,449 | $1.43M | 0.29% | +2,770+17.7% | Added |
| Charter Oak Capital Management, LLC | 18,326 | $1.42M | 0.21% | −50−0.3% | Reduced |
| Andesa Financial Management Inc. | 18,221 | $1.42M | 0.77% | −18,558−50.5% | Reduced |
| Trust Co of Oklahoma | 18,100 | $1.41M | 0.57% | −1,635−8.3% | Reduced |
| Investment House LLC | 17,983 | $1.40M | 0.13% | −14,542−44.7% | Reduced |
| Banco de Sabadell, S.A | 18,001 | $1.40M | 1.18% | −749−4.0% | Reduced |
| Lakeside Advisors, INC. | 17,775 | $1.38M | 1.13% | −294−1.6% | Reduced |
| Dynamic Advisor Solutions LLC | 17,759 | $1.38M | 0.09% | −685−3.7% | Reduced |
| SevenBridge Financial Group, LLC | 17,628 | $1.37M | 0.40% | +977+5.9% | Added |
| Raleigh Capital Management Inc. | 17,587 | $1.37M | 0.71% | +12,644+255.8% | Added |
| Wetherby Asset Management Inc | 17,586 | $1.37M | 0.09% | −6,567−27.2% | Reduced |
| Agate Pass Investment Management, LLC | 17,569 | $1.37M | 0.97% | +3,045+21.0% | Added |
| Strategic Advisors LLC | 17,521 | $1.36M | 0.30% | +7,232+70.3% | Added |
| Canandaigua National Corp | 17,374 | $1.35M | 0.23% | −152−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 17,355 | $1.35M | 0.13% | −4,059−19.0% | Reduced |
| Wahed Invest LLC | 17,310 | $1.35M | 0.70% | +2,032+13.3% | Added |
| Belpointe Asset Management LLC | 17,293 | $1.34M | 0.08% | −1,125−6.1% | Reduced |
| Two Sigma Securities, LLC | 17,252 | $1.34M | 0.19% | +9,010+109.3% | Added |
| Jacobi Capital Management LLC | 17,181 | $1.34M | 0.17% | +3,946+29.8% | Added |
| Creative Financial Designs Inc | 17,153 | $1.33M | 0.20% | +2,068+13.7% | Added |
| Proequities, Inc. | 16,854 | $1.32M | 0.11% | +16,854 | New |
| Capital Investment Advisors, LLC | 16,944 | $1.32M | 0.04% | −4,062−19.3% | Reduced |
| Voya Financial Advisors, Inc. | 16,871 | $1.31M | 0.17% | −2,735−13.9% | Reduced |
| Keene & Associates, Inc. | 16,850 | $1.31M | 1.17% | −15,492−47.9% | Reduced |
| Guild Investment Management, Inc. | 16,700 | $1.31M | 2.24% | +3,970+31.2% | Added |
| Sicart Associates LLC | 16,691 | $1.31M | 0.46% | −3,615−17.8% | Reduced |
| Rehmann Capital Advisory Group | 16,803 | $1.31M | 0.13% | +7,818+87.0% | Added |
| Heritage Wealth Management, LLC | 16,756 | $1.30M | 0.19% | +9,662+136.2% | Added |
| Argent Advisors, Inc. | 16,736 | $1.30M | 0.67% | −402−2.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 16,725 | $1.30M | 0.92% | +322+2.0% | Added |
| Cigna Investments Inc | 16,606 | $1.29M | 0.27% | +147+0.9% | Added |
| Schulhoff & Co Inc | 16,515 | $1.28M | 0.59% | −400−2.4% | Reduced |
| Wambolt & Associates, LLC | 16,243 | $1.26M | 0.48% | +1,046+6.9% | Added |
| Boston Family Office LLC | 16,228 | $1.26M | 0.10% | +1,938+13.6% | Added |
| Harbor Investment Advisory, LLC | 16,188 | $1.26M | 0.20% | +101+0.6% | Added |
| Western Wealth Management, LLC | 16,130 | $1.25M | 0.13% | −11,417−41.4% | Reduced |
| WSFS Capital Management, LLC | 16,083 | $1.25M | 0.14% | +9,296+137.0% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.25M | 0.65% | +100+0.6% | Added |
| MV Capital Management, Inc. | 16,032 | $1.25M | 0.19% | +272+1.7% | Added |
| Lederer & Associates Investment Counsel | 16,024 | $1.25M | 1.02% | −845−5.0% | Reduced |
| Capital Investment Advisory Services, LLC | 15,975 | $1.24M | 0.15% | +232+1.5% | Added |
| Spinnaker Trust | 15,945 | $1.24M | 0.10% | −2,091−11.6% | Reduced |
| Chemung Canal Trust Co | 15,923 | $1.24M | 0.28% | −52,274−76.7% | Reduced |
| Dudley Capital Management, LLC | 15,910 | $1.24M | 0.91% | +15,910 | New |
| Hoylecohen, LLC | 15,907 | $1.24M | 0.12% | −7,832−33.0% | Reduced |
| Altfest L J & Co Inc | 15,888 | $1.24M | 0.20% | −969−5.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 15,872 | $1.23M | 1.09% | +355+2.3% | Added |
| Bradley Foster & Sargent Inc | 15,830 | $1.23M | 0.03% | −132−0.8% | Reduced |
| Founders Financial Securities LLC | 15,783 | $1.23M | 0.19% | +4,393+38.6% | Added |
| Wolff Wiese Magana LLC | 15,777 | $1.23M | 1.05% | +862+5.8% | Added |
| Insight Inv LLC | 15,603 | $1.21M | 1.22% | −115−0.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 15,549 | $1.21M | 1.80% | −712−4.4% | Reduced |
| Parallel Advisors, LLC | 15,515 | $1.21M | 0.05% | −2,694−14.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,510 | $1.21M | 0.22% | +6,458+71.3% | Added |
| Werlinich Asset Management, LLC | 15,430 | $1.20M | 1.11% | −340−2.2% | Reduced |
| First American Bank | 15,360 | $1.19M | 0.11% | −12,584−45.0% | Reduced |
| Berkeley Capital Partners, LLC | 15,359 | $1.19M | 0.46% | +3,343+27.8% | Added |
| Proquility Private Wealth Partners, LLC | 15,338 | $1.19M | 0.49% | −15,623−50.5% | Reduced |
| Zeke Capital Advisors, LLC | 15,301 | $1.19M | 0.08% | −1,157−7.0% | Reduced |
| Harfst & Associates, Inc. | 15,221 | $1.18M | 0.34% | +315+2.1% | Added |
| Central Trust Co | 15,212 | $1.18M | 0.04% | −307−2.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.18M | 1.07% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 15,197 | $1.18M | 0.21% | +15,197 | New |
| Rockland Trust Co | 15,148 | $1.18M | 0.07% | +3,560+30.7% | Added |
| Whittier Trust Co of Nevada Inc | 15,149 | $1.18M | 0.05% | −1,666−9.9% | Reduced |
| Trust Asset Management LLC | 15,137 | $1.18M | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,090 | $1.17M | 0.12% | +3,942+35.4% | Added |
| Goodman Advisory Group, LLC | 15,085 | $1.17M | 0.68% | +6,455+74.8% | Added |
| Puzo Michael J | 15,073 | $1.17M | 0.42% | −19,459−56.4% | Reduced |
| Meeder Advisory Services, Inc. | 15,035 | $1.17M | 0.15% | +15,035 | New |
| Global Retirement Partners, LLC | 15,031 | $1.17M | 0.08% | +450+3.1% | Added |
| Harrington Investments, INC | 14,985 | $1.16M | 0.84% | +1,242+9.0% | Added |
| Stiles Financial Services Inc | 14,982 | $1.16M | 0.67% | +1,247+9.1% | Added |
| Meitav Dash Investments Ltd | 15,029 | $1.16M | 0.02% | −464−3.0% | Reduced |
| Community Bank of Raymore | 14,935 | $1.16M | 0.42% | +9,220+161.3% | Added |
| CNB Bank | 14,920 | $1.16M | 0.72% | +5,382+56.4% | Added |
| Riverview Capital Advisers, LLC | 14,883 | $1.16M | 0.62% | 00.0% | Unchanged |
| Monetary Management Group Inc | 14,767 | $1.15M | 0.36% | −725−4.7% | Reduced |
| Patten Group, Inc. | 14,760 | $1.15M | 0.36% | −4,250−22.4% | Reduced |
| Aigen Investment Management, LP | 14,672 | $1.14M | 0.16% | −23,819−61.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 14,634 | $1.14M | 0.28% | +1,860+14.6% | Added |
| Cary Street Partner Investment Advisory LLC | 14,597 | $1.13M | 0.08% | −4,181−22.3% | Reduced |
| Jupiter Asset Management Ltd | 14,567 | $1.13M | 0.02% | +14,567 | New |
| Neville Rodie & Shaw Inc | 14,543 | $1.13M | 0.11% | 00.0% | Unchanged |