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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 49,137 | $3.82M | 0.41% | −23,574−32.4% | Reduced |
| Jacobs & Co | 48,725 | $3.79M | 0.49% | +2,860+6.2% | Added |
| Compton Capital Management Inc | 48,592 | $3.78M | 2.72% | +21,336+78.3% | Added |
| Money Concepts Capital Corp | 48,541 | $3.77M | 0.17% | −533−1.1% | Reduced |
| Boston Private Wealth LLC | 48,338 | $3.76M | 0.05% | −11,955−19.8% | Reduced |
| Boston Research & Management Inc | 48,195 | $3.75M | 1.16% | −2,815−5.5% | Reduced |
| Providence Capital Advisors, LLC | 47,600 | $3.73M | 1.01% | −200−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,617 | $3.70M | 0.32% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 50,544 | $3.68M | 0.12% | −9,905−16.4% | Reduced |
| BancorpSouth Bank | 47,251 | $3.67M | 0.34% | +41,546+728.2% | Added |
| Kesler, Norman & Wride, LLC | 47,023 | $3.65M | 0.94% | +8,758+22.9% | Added |
| Bogart Wealth, LLC | 46,998 | $3.65M | 0.25% | +7,945+20.3% | Added |
| Berger Financial Group, Inc | 46,694 | $3.63M | 0.48% | +1,480+3.3% | Added |
| Park Avenue Securities LLC | 46,650 | $3.63M | 0.06% | +2,830+6.5% | Added |
| First Washington CORP | 46,471 | $3.61M | 1.77% | +2,893+6.6% | Added |
| Azzad Asset Management Inc | 46,314 | $3.60M | 0.57% | −33,004−41.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 46,183 | $3.59M | 0.42% | +46,183 | New |
| TCTC Holdings, LLC | 45,107 | $3.51M | 0.14% | −17,259−27.7% | Reduced |
| Gofen & Glossberg LLC | 45,004 | $3.50M | 0.09% | +8,205+22.3% | Added |
| Quantbot Technologies LP | 44,291 | $3.44M | 0.25% | +40,860+1,190.9% | Added |
| Ancora Advisors, LLC | 44,216 | $3.44M | 0.10% | −126,798−74.1% | Reduced |
| Pinnacle Associates Ltd | 43,958 | $3.42M | 0.07% | −6,603−13.1% | Reduced |
| Fiduciary Trust Co | 43,950 | $3.42M | 0.07% | −10,624−19.5% | Reduced |
| Boenning & Scattergood, Inc. | 30,158 | $3.35M | 0.54% | +15,550+106.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 43,032 | $3.34M | 0.01% | −9,266−17.7% | Reduced |
| Richelieu Gestion PLC | 43,032 | $3.34M | 3.50% | +5,592+14.9% | Added |
| Chartwell Investment Partners, LLC | 43,007 | $3.34M | 0.13% | −4,163−8.8% | Reduced |
| Smithbridge Asset Management Inc | 42,988 | $3.34M | 0.89% | −7,802−15.4% | Reduced |
| Ironwood Investment Counsel, LLC | 42,820 | $3.33M | 0.81% | +336+0.8% | Added |
| Argyle Capital Management Inc. | 42,570 | $3.31M | 1.14% | 00.0% | Unchanged |
| Martingale Asset Management L P | 42,283 | $3.29M | 0.06% | −32,660−43.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 42,179 | $3.28M | 1.21% | +5,998+16.6% | Added |
| Nelson Capital Management, LLC | 41,590 | $3.23M | 0.95% | −15,914−27.7% | Reduced |
| Focus Financial Network, Inc. | 41,159 | $3.23M | 0.26% | −254−0.6% | Reduced |
| Country Club Bank | 41,427 | $3.22M | 0.28% | −40,785−49.6% | Reduced |
| Old Second National Bank of Aurora | 40,791 | $3.17M | 0.94% | −1,375−3.3% | Reduced |
| Caxton Associates LP | 40,774 | $3.17M | 0.23% | +31,824+355.6% | Added |
| Cambridge Trust Co | 40,603 | $3.16M | 0.14% | −175,202−81.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 40,331 | $3.13M | 1.06% | −446−1.1% | Reduced |
| Brinker Capital Investments, LLC | 40,243 | $3.13M | 0.06% | +2,535+6.7% | Added |
| BTC Capital Management, Inc. | 40,164 | $3.12M | 0.38% | −46,957−53.9% | Reduced |
| Bayesian Capital Management, LP | 39,978 | $3.11M | 0.45% | −66,600−62.5% | Reduced |
| Compass Wealth Management LLC | 39,920 | $3.10M | 1.02% | +39,920 | New |
| HB Wealth Management, LLC | 39,750 | $3.09M | 0.06% | −14,981−27.4% | Reduced |
| Avantax Advisory Services, Inc. | 39,515 | $3.07M | 0.04% | −290−0.7% | Reduced |
| Bank of Nova Scotia | 39,332 | $3.06M | 0.01% | +729+1.9% | Added |
| Graphene Investments SAS | 39,200 | $3.05M | 2.06% | +39,200 | New |
| Brady Family Wealth, LLC | 39,057 | $3.04M | 1.25% | +39,057 | New |
| Laffer Tengler Investments | 38,929 | $3.03M | 0.87% | +11,424+41.5% | Added |
| Sowell Financial Services LLC | 38,591 | $3.02M | 0.20% | +11,645+43.2% | Added |
| Argent Trust Co | 38,795 | $3.02M | 0.20% | +439+1.1% | Added |
| RBA Wealth Management, LLC | 38,635 | $3.00M | 1.57% | −117−0.3% | Reduced |
| Stokes Capital Advisors, LLC | 38,475 | $2.99M | 1.03% | −8,210−17.6% | Reduced |
| Icon Wealth Advisors, LLC | 38,448 | $2.99M | 0.34% | −2,576−6.3% | Reduced |
| IFP Advisors, Inc | 36,575 | $2.97M | 0.09% | +360+1.0% | Added |
| Ieq Capital, LLC | 38,017 | $2.95M | 0.08% | +1,110+3.0% | Added |
| Bridge Creek Capital Management LLC | 37,900 | $2.95M | 1.15% | +2,459+6.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 37,663 | $2.94M | 0.21% | −1,093−2.8% | Reduced |
| Sawtooth Solutions, LLC | 37,772 | $2.94M | 0.40% | +11,220+42.3% | Added |
| Penserra Capital Management LLC | 37,741 | $2.93M | 0.06% | +37,741 | New |
| Silicon Valley Capital Partners | 37,515 | $2.92M | 0.67% | +37,515 | New |
| Oak Asset Management, LLC | 37,448 | $2.91M | 1.31% | +130+0.3% | Added |
| Boothbay Fund Management, LLC | 37,233 | $2.89M | 0.10% | +14,820+66.1% | Added |
| Palisade Asset Management, LLC | 37,122 | $2.89M | 0.33% | −986−2.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 36,929 | $2.87M | 0.43% | +8,900+31.8% | Added |
| Level Four Advisory Services, LLC | 36,761 | $2.86M | 0.21% | +6,809+22.7% | Added |
| Pettyjohn, Wood & White, Inc | 36,671 | $2.85M | 0.71% | −2,210−5.7% | Reduced |
| Augustine Asset Management Inc | 36,570 | $2.84M | 1.57% | −562−1.5% | Reduced |
| CenterBook Partners LP | 36,567 | $2.84M | 0.47% | +7,008+23.7% | Added |
| Metis Global Partners, LLC | 36,508 | $2.84M | 0.25% | +11,817+47.9% | Added |
| Walter & Keenan Financial Consulting Co | 36,247 | $2.82M | 1.11% | −788−2.1% | Reduced |
| Pittenger & Anderson Inc | 36,241 | $2.82M | 0.15% | −1,660−4.4% | Reduced |
| Financial Partners Group, LLC | 36,209 | $2.81M | 1.66% | +36,209 | New |
| Synergy Financial Management, LLC | 36,043 | $2.80M | 0.72% | +36,043 | New |
| Veritable, L.P. | 36,026 | $2.80M | 0.05% | −3,227−8.2% | Reduced |
| Capital Insight Partners, LLC | 35,877 | $2.79M | 0.72% | +1,359+3.9% | Added |
| Conning Inc. | 35,825 | $2.78M | 0.09% | +10,468+41.3% | Added |
| Beach Investment Counsel Inc | 35,779 | $2.78M | 0.35% | −687−1.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | +1,036+3.0% | Added |
| Scissortail Wealth Management, LLC | 33,166 | $2.78M | 1.61% | +33,166 | New |
| HM Payson & Co | 35,664 | $2.77M | 0.07% | −9,904−21.7% | Reduced |
| Meritage Portfolio Management | 35,630 | $2.77M | 0.22% | +14,007+64.8% | Added |
| Zions Bancorporation, N.A. | 35,607 | $2.77M | 0.22% | +25,557+254.3% | Added |
| Financial Advisory Partners, LLC | 35,480 | $2.76M | 1.14% | −335−0.9% | Reduced |
| Coston, McIsaac & Partners | 35,304 | $2.74M | 1.07% | −295−0.8% | Reduced |
| Family Management Corp | 34,948 | $2.72M | 0.66% | −3,273−8.6% | Reduced |
| Strategy Asset Managers LLC | 34,781 | $2.70M | 0.69% | +59+0.2% | Added |
| Avidian Wealth Solutions, LLC | 34,720 | $2.70M | 0.18% | +4,322+14.2% | Added |
| Courier Capital LLC | 34,463 | $2.68M | 0.31% | −3,093−8.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 34,180 | $2.66M | 0.12% | +4,903+16.7% | Added |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.65M | 0.80% | +2,138+6.7% | Added |
| Engineers Gate Manager LP | 34,126 | $2.65M | 0.16% | −12,434−26.7% | Reduced |
| FAI Wealth Management | 34,089 | $2.65M | 2.46% | +34,089 | New |
| Benjamin F. Edwards & Company, Inc. | 33,848 | $2.63M | 0.12% | −4,478−11.7% | Reduced |
| Hall Laurie J Trustee | 33,725 | $2.62M | 1.18% | +3,370+11.1% | Added |
| Consolidated Planning Corp | 33,697 | $2.62M | 0.72% | +33,697 | New |
| Everence Capital Management Inc | 33,680 | $2.62M | 0.23% | +24,340+260.6% | Added |
| Plimoth Trust Co LLC | 33,516 | $2.60M | 0.84% | +568+1.7% | Added |
| Arlington Partners LLC | 33,255 | $2.58M | 0.41% | +549+1.7% | Added |
| Daymark Wealth Partners, LLC | 33,233 | $2.58M | 0.46% | +33,233 | New |