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 |
|---|---|---|---|---|---|
| Aperture Investors, LLC | 68,229 | $5.30M | 0.87% | −8,540−11.1% | Reduced |
| Nomura Holdings Inc | 67,783 | $5.27M | 0.05% | +2,304+3.5% | Added |
| Pallas Capital Advisors LLC | 63,977 | $5.18M | 0.52% | −30,547−32.3% | Reduced |
| NS Partners Ltd | 66,376 | $5.16M | 0.31% | −425−0.6% | Reduced |
| Toroso Investments, LLC | 66,205 | $5.14M | 0.20% | +4,693+7.6% | Added |
| Trust Co of Vermont | 65,965 | $5.13M | 0.38% | +7,878+13.6% | Added |
| Monarch Capital Management Inc | 65,526 | $5.13M | 1.57% | −1,153−1.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,899 | $5.12M | 0.62% | +1,820+2.8% | Added |
| Naples Global Advisors, LLC | 64,968 | $5.09M | 0.65% | +1,109+1.7% | Added |
| Running Oak Capital LLC | 65,410 | $5.08M | 1.49% | +8,576+15.1% | Added |
| SYSTM Wealth Solutions LLC | 64,773 | $5.03M | 0.63% | +64,773 | New |
| Cerity Partners LLC | 64,585 | $5.03M | 0.03% | −33,757−34.3% | Reduced |
| Alerus Financial NA | 64,609 | $5.02M | 0.46% | −189−0.3% | Reduced |
| Mar Vista Investment Partners LLC | 64,539 | $5.02M | 0.22% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 61,673 | $4.99M | 1.70% | +12,065+24.3% | Added |
| Benedict Financial Advisors Inc | 64,003 | $4.97M | 1.48% | +3,005+4.9% | Added |
| Nuance Investments, LLC | 63,816 | $4.96M | 0.10% | +60,917+2,101.3% | Added |
| New Mexico Educational Retirement Board | 63,487 | $4.93M | 0.27% | −5,100−7.4% | Reduced |
| Capula Management Ltd | 63,428 | $4.93M | 0.51% | −24,957−28.2% | Reduced |
| Vance Wealth, Inc. | 62,848 | $4.88M | 3.05% | +53,875+600.4% | Added |
| Highland Capital Management, LLC | 62,818 | $4.88M | 0.34% | −461−0.7% | Reduced |
| Capital Analysts, LLC | 62,745 | $4.88M | 0.30% | +2,045+3.4% | Added |
| Beacon Pointe Advisors, LLC | 62,712 | $4.87M | 0.09% | −39,887−38.9% | Reduced |
| Chilton Investment Co LLC | 62,656 | $4.87M | 0.15% | +29,480+88.9% | Added |
| JGP Wealth Management, LLC | 61,950 | $4.81M | 0.88% | −22,698−26.8% | Reduced |
| Stoneridge Investment Partners LLC | 61,935 | $4.81M | 2.65% | +7,831+14.5% | Added |
| Romano Brothers and Company | 61,903 | $4.81M | 0.73% | −6,796−9.9% | Reduced |
| Los Angeles Capital Management LLC | 61,808 | $4.80M | 0.02% | +9,491+18.1% | Added |
| Tufton Capital Management | 61,580 | $4.79M | 1.05% | −165−0.3% | Reduced |
| Brookstone Capital Management | 59,036 | $4.77M | 0.10% | +21,311+56.5% | Added |
| Dividend Assets Capital, LLC | 61,314 | $4.76M | 1.01% | −13,472−18.0% | Reduced |
| Kingsview Wealth Management, LLC | 61,151 | $4.75M | 0.21% | +4,854+8.6% | Added |
| Consolidated Investment Group LLC | 61,100 | $4.75M | 1.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 61,051 | $4.75M | 0.45% | −15,552−20.3% | Reduced |
| MAI Capital Management | 60,917 | $4.73M | 0.08% | −13,385−18.0% | Reduced |
| MainStreet Investment Advisors LLC | 60,881 | $4.73M | 0.53% | −6,026−9.0% | Reduced |
| Toth Financial Advisory Corp | 60,474 | $4.70M | 0.76% | −9,215−13.2% | Reduced |
| JB Capital LLC | 60,405 | $4.69M | 0.46% | +3,944+7.0% | Added |
| Atria Wealth Solutions, Inc. | 59,919 | $4.68M | 0.08% | −9,904−14.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 60,000 | $4.66M | 0.47% | 00.0% | Unchanged |
| Cetera Advisors LLC | 59,365 | $4.61M | 0.08% | +17,524+41.9% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $4.59M | 1.15% | 00.0% | Unchanged |
| Round Hill Asset Management | 58,966 | $4.58M | 2.83% | −820−1.4% | Reduced |
| BerganKDV Wealth Management, LLC | 58,942 | $4.58M | 0.50% | +2,434+4.3% | Added |
| Parcion Private Wealth LLC | 58,891 | $4.58M | 0.50% | +2,409+4.3% | Added |
| Inlet Private Wealth, LLC | 58,809 | $4.57M | 1.21% | +58,809 | New |
| Kestra Private Wealth Services, LLC | 58,438 | $4.54M | 0.23% | +4,636+8.6% | Added |
| Oak Family Advisors, LLC | 58,288 | $4.53M | 2.42% | +58,288 | New |
| Verity & Verity, LLC | 58,265 | $4.53M | 0.59% | +4,024+7.4% | Added |
| Regions Financial Corp | 58,104 | $4.52M | 0.04% | −2,385−3.9% | Reduced |
| Edgestream Partners, L.P. | 57,979 | $4.51M | 0.51% | +53,462+1,183.6% | Added |
| Poehling Capital Management, LLC | 57,823 | $4.49M | 1.68% | +54,657+1,726.4% | Added |
| Camden National Bank | 57,713 | $4.49M | 0.94% | −2,867−4.7% | Reduced |
| Prudential PLC | 57,657 | $4.48M | 0.06% | +32,479+129.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 57,444 | $4.46M | 1.52% | +57,444 | New |
| J.P. Marvel Investment Advisors, LLC | 57,086 | $4.44M | 1.04% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 56,814 | $4.42M | 0.96% | +33,718+146.0% | Added |
| Prospera Financial Services Inc | 56,529 | $4.39M | 0.22% | −24,631−30.3% | Reduced |
| Cardinal Capital Management | 56,477 | $4.39M | 0.93% | +762+1.4% | Added |
| Advisory Services Network, LLC | 56,404 | $4.38M | 0.13% | +12,452+28.3% | Added |
| Allstate Corp | 56,324 | $4.38M | 0.13% | +195+0.3% | Added |
| Allstate Investment Management Co | 56,324 | $4.38M | 0.13% | +56,324 | New |
| Valley National Advisers Inc | 54,112 | $4.35M | 0.78% | −8,245−13.2% | Reduced |
| Perennial Advisors, LLC | 55,757 | $4.33M | 1.38% | −1,185−2.1% | Reduced |
| Assenagon Asset Management S.A. | 55,669 | $4.33M | 0.02% | −681,234−92.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.32M | 0.25% | +55,579 | New |
| Fayez Sarofim & Co | 55,405 | $4.31M | 0.02% | −540−1.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 55,151 | $4.29M | 0.67% | +3,620+7.0% | Added |
| Headinvest, LLC | 55,118 | $4.28M | 0.96% | +6,350+13.0% | Added |
| Ally Financial Inc. | 55,000 | $4.27M | 0.67% | 00.0% | Unchanged |
| Intech Investment Management LLC | 53,505 | $4.16M | 0.03% | −2,347−4.2% | Reduced |
| Hall Private Wealth Advisors | 53,363 | $4.15M | 2.36% | −30,728−36.5% | Reduced |
| O'Brien Greene & Co. Inc | 53,288 | $4.14M | 1.57% | −128,811−70.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 53,182 | $4.13M | 2.62% | +8,860+20.0% | Added |
| Integrated Advisors Network LLC | 53,067 | $4.12M | 0.27% | +44,348+508.6% | Added |
| Independent Advisor Alliance | 53,022 | $4.12M | 0.50% | −6,364−10.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 52,730 | $4.10M | 0.94% | +11,500+27.9% | Added |
| GWM Advisors LLC | 88,553 | $4.09M | 0.11% | −811−0.9% | Reduced |
| Walleye Trading LLC | 52,331 | $4.07M | 0.10% | +25,633+96.0% | Added |
| Bleakley Financial Group, LLC | 52,284 | $4.06M | 0.15% | +52,284 | New |
| Siemens Fonds Invest GmbH | 52,191 | $4.06M | 0.41% | −1,617−3.0% | Reduced |
| Somerset Trust Co | 52,138 | $4.05M | 1.70% | −1,856−3.4% | Reduced |
| Addenda Capital Inc. | 51,327 | $4.02M | 0.17% | −622−1.2% | Reduced |
| Advocate Group LLC | 51,748 | $4.02M | 0.87% | −5,549−9.7% | Reduced |
| Cheviot Value Management, LLC | 51,016 | $4.01M | 0.99% | +3,352+7.0% | Added |
| Semmax Financial Advisors Inc. | 49,537 | $3.98M | 1.59% | +1,016+2.1% | Added |
| Needham Investment Management LLC | 51,041 | $3.97M | 0.72% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 50,927 | $3.96M | 0.08% | −13,494−20.9% | Reduced |
| Value Partners Investments Inc. | 50,886 | $3.96M | 0.34% | −477−0.9% | Reduced |
| Blackhawk Capital Partners LLC. | 50,863 | $3.95M | 3.09% | +6,056+13.5% | Added |
| Soltis Investment Advisors LLC | 50,837 | $3.95M | 0.52% | +43,624+604.8% | Added |
| Martin Capital Partners, LLC | 50,705 | $3.94M | 1.63% | −890−1.7% | Reduced |
| First Foundation Advisors | 50,578 | $3.93M | 0.19% | −23,732−31.9% | Reduced |
| Anchor Investment Management, LLC | 50,448 | $3.92M | 0.56% | +3,930+8.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 50,294 | $3.91M | 0.09% | −13,182−20.8% | Reduced |
| Everett Harris & Co | 50,260 | $3.91M | 0.07% | +902+1.8% | Added |
| Kinloch Capital, LLC | 50,051 | $3.89M | 2.26% | +50,051 | New |
| United Services Automobile Association | 49,922 | $3.88M | 0.09% | −3,290−6.2% | Reduced |
| Rench Wealth Management, Inc. | 49,726 | $3.86M | 1.97% | −582−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 45,586 | $3.85M | 0.27% | −141,032−75.6% | Reduced |