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 |
|---|---|---|---|---|---|
| SFMG, LLC | 33,104 | $2.57M | 0.29% | +33,104 | New |
| Argonautica Private Wealth Management, Inc | 33,076 | $2.57M | 1.32% | +33,076 | New |
| Snowden Capital Advisors LLC | 33,028 | $2.57M | 0.11% | −7,199−17.9% | Reduced |
| Greenline Partners, LLC | 33,003 | $2.56M | 0.51% | −2,016−5.8% | Reduced |
| Perkins Coie Trust Co | 32,880 | $2.56M | 0.82% | −202−0.6% | Reduced |
| Claret Asset Management Corp | 32,760 | $2.55M | 0.56% | −230−0.7% | Reduced |
| Wealthfront Advisers LLC | 32,714 | $2.54M | 0.01% | −38,055−53.8% | Reduced |
| Roberts Wealth Advisors, LLC | 32,381 | $2.53M | 1.22% | −5,852−15.3% | Reduced |
| WealthPLAN Partners, LLC | 30,370 | $2.53M | 0.18% | +30,370 | New |
| Ergoteles LLC | 32,541 | $2.53M | 0.09% | −1,309−3.9% | Reduced |
| Game Creek Capital, LP | 32,500 | $2.53M | 1.61% | +12,000+58.5% | Added |
| Bremer Bank National Association | 32,376 | $2.52M | 0.49% | −1,518−4.5% | Reduced |
| Peloton Wealth Strategists | 32,300 | $2.51M | 1.21% | +400+1.3% | Added |
| LMG Wealth Partners, LLC | 31,194 | $2.51M | 0.83% | +31,194 | New |
| Sound View Wealth Advisors Group, LLC | 30,420 | $2.51M | 0.28% | +14,056+85.9% | Added |
| National Asset Management, Inc. | 31,959 | $2.50M | 0.07% | −1,403−4.2% | Reduced |
| San Luis Wealth Advisors LLC | 32,184 | $2.50M | 2.33% | +6,154+23.6% | Added |
| Exchange Capital Management, Inc. | 32,083 | $2.49M | 0.55% | +188+0.6% | Added |
| Freestone Capital Holdings, LLC | 31,900 | $2.48M | 0.11% | −2,534−7.4% | Reduced |
| Clough Capital Partners L P | 31,900 | $2.48M | 0.25% | +31,900 | New |
| Sectoral Asset Management Inc | 31,551 | $2.45M | 0.47% | 00.0% | Unchanged |
| Vestcor Inc | 31,544 | $2.45M | 0.09% | +185+0.6% | Added |
| Aaron Wealth Advisors | 31,465 | $2.45M | 0.36% | −400−1.3% | Reduced |
| Hanson & Doremus Investment Management | 31,464 | $2.44M | 0.53% | +4,290+15.8% | Added |
| PEAK6 Investments LLC | 31,430 | $2.44M | 0.13% | +15,007+91.4% | Added |
| Zurich Insurance Group Ltd | 31,400 | $2.44M | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 31,351 | $2.44M | 0.55% | −3,301−9.5% | Reduced |
| Evercore Wealth Management, LLC | 31,214 | $2.43M | 0.05% | −2,968−8.7% | Reduced |
| Transcend Wealth Collective, LLC | 31,209 | $2.43M | 0.26% | −5,829−15.7% | Reduced |
| Orion Portfolio Solutions, LLC | 30,990 | $2.41M | 0.08% | +13,789+80.2% | Added |
| Horizon Investments, LLC | 30,942 | $2.40M | 0.07% | −8,087−20.7% | Reduced |
| JustInvest LLC | 30,916 | $2.40M | 0.10% | −16,234−34.4% | Reduced |
| Wesbanco Bank Inc | 30,493 | $2.37M | 0.11% | −36,903−54.8% | Reduced |
| Fundamentun, LLC | 30,389 | $2.36M | 0.42% | +2,307+8.2% | Added |
| Cohen Capital Management, Inc. | 30,352 | $2.36M | 0.48% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 30,260 | $2.35M | 0.31% | −36,280−54.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 30,239 | $2.35M | 1.46% | −214−0.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 30,212 | $2.35M | 2.04% | −3,225−9.6% | Reduced |
| Citizens National Bank Trust Department | 30,169 | $2.35M | 0.66% | −665−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,096 | $2.34M | 0.10% | +2,797+10.2% | Added |
| GHP Investment Advisors, Inc. | 29,905 | $2.32M | 0.16% | −9,966−25.0% | Reduced |
| Farmers National Bank | 29,821 | $2.32M | 0.83% | −2,201−6.9% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.31M | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 29,589 | $2.30M | 0.04% | −14,807−33.4% | Reduced |
| Legacy Advisors, LLC | 29,157 | $2.29M | 0.42% | +2,857+10.9% | Added |
| Fulton Bank, N.A. | 29,382 | $2.28M | 0.13% | +12,059+69.6% | Added |
| Illinois Municipal Retirement Fund | 29,321 | $2.28M | 0.05% | −28,118−49.0% | Reduced |
| NovaPoint Capital, LLC | 29,322 | $2.28M | 1.00% | +1,362+4.9% | Added |
| Okabena Investment Services Inc | 29,299 | $2.28M | 1.64% | −96−0.3% | Reduced |
| Cubic Asset Management, LLC | 29,173 | $2.27M | 0.65% | −1,244−4.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,165 | $2.27M | 1.88% | +29,165 | New |
| Tower Research Capital LLC (TRC) | 29,109 | $2.26M | 0.09% | −97,116−76.9% | Reduced |
| Summit Global Investments | 28,905 | $2.25M | 0.19% | −12,799−30.7% | Reduced |
| Bank Ozk | 28,824 | $2.24M | 1.11% | +224+0.8% | Added |
| Community Trust & Investment Co | 28,808 | $2.24M | 0.20% | −1,383−4.6% | Reduced |
| Uncommon Cents Investing LLC | 28,752 | $2.23M | 0.82% | +1,540+5.7% | Added |
| JNBA Financial Advisors | 28,695 | $2.23M | 0.31% | −1,161−3.9% | Reduced |
| Rathbone Brothers plc | 28,467 | $2.21M | 0.02% | −875−3.0% | Reduced |
| Ontario Teachers Pension Plan Board | 28,417 | $2.21M | 0.02% | −80,583−73.9% | Reduced |
| Stone Point Wealth LLC | 28,126 | $2.19M | 1.07% | +889+3.3% | Added |
| Advisor Partners II, LLC | 28,111 | $2.18M | 0.14% | −5,975−17.5% | Reduced |
| Comerica Securities,inc. | 27,843 | $2.18M | 0.16% | +2,385+9.4% | Added |
| Wedbush Securities Inc | 27,689 | $2.15M | 0.12% | +4,787+20.9% | Added |
| Credit Agricole S A | 27,575 | $2.14M | 0.08% | +7,652+38.4% | Added |
| Leelyn Smith, LLC | 50,412 | $2.14M | 0.59% | +27,526+120.3% | Added |
| Somerville Kurt F | 27,448 | $2.13M | 0.41% | −25,475−48.1% | Reduced |
| Delta Capital Management LLC | 27,410 | $2.13M | 1.55% | −260−0.9% | Reduced |
| Avalon Investment & Advisory | 27,256 | $2.12M | 0.06% | −178,198−86.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,004 | $2.12M | 0.18% | −1,205−4.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $2.10M | 0.66% | 00.0% | Unchanged |
| AMG National Trust Bank | 26,989 | $2.10M | 0.08% | −4,851−15.2% | Reduced |
| Parsons Capital Management Inc | 26,957 | $2.10M | 0.18% | −106−0.4% | Reduced |
| Bray Capital Advisors | 26,702 | $2.08M | 0.64% | −8,433−24.0% | Reduced |
| Garrison Asset Management, LLC | 26,603 | $2.07M | 1.34% | −149−0.6% | Reduced |
| CAPROCK Group, Inc. | 26,223 | $2.06M | 0.19% | −6,702−20.4% | Reduced |
| Ameritas Investment Partners, Inc. | 25,393 | $2.05M | 0.08% | +1,045+4.3% | Added |
| Laurel Wealth Advisors, Inc. | 26,215 | $2.04M | 0.20% | +4,953+23.3% | Added |
| Miller Investment Management, LP | 26,165 | $2.03M | 0.35% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 25,939 | $2.02M | 0.01% | +1,940+8.1% | Added |
| Legacy Wealth Asset Management, LLC | 25,876 | $2.01M | 0.77% | −75−0.3% | Reduced |
| Cohen Lawrence B | 25,809 | $2.01M | 1.05% | +307+1.2% | Added |
| Stock Yards Bank & Trust Co | 25,420 | $1.98M | 0.08% | −3,827−13.1% | Reduced |
| Sumitomo Life Insurance Co | 25,334 | $1.97M | 0.15% | −184−0.7% | Reduced |
| Concentric Wealth Management, LLC | 25,320 | $1.97M | 0.67% | −812−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 25,176 | $1.96M | 0.43% | −1,817−6.7% | Reduced |
| Shorepoint Capital Partners LLC | 25,142 | $1.95M | 0.54% | −1,055−4.0% | Reduced |
| Pathway Financial Advisers, LLC | 25,117 | $1.95M | 0.79% | +25,117 | New |
| 180 Wealth Advisors, LLC | 23,843 | $1.95M | 0.46% | −281−1.2% | Reduced |
| Nations Financial Group Inc, | 25,045 | $1.95M | 0.22% | +17,680+240.1% | Added |
| Cypress Asset Management Inc | 25,016 | $1.94M | 0.71% | −2,820−10.1% | Reduced |
| Mutual Advisors, LLC | 25,011 | $1.94M | 0.09% | +283+1.1% | Added |
| VELA Investment Management, LLC | 25,008 | $1.94M | 0.96% | +3,413+15.8% | Added |
| Intrepid Family Office LLC | 25,000 | $1.94M | 5.03% | −8,000−24.2% | Reduced |
| United Fire Group Inc | 25,000 | $1.94M | 1.15% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 25,000 | $1.94M | 0.31% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 24,916 | $1.94M | 0.56% | +2,574+11.5% | Added |
| Kula Investments, LLC | 24,910 | $1.94M | 0.68% | +24,910 | New |
| Great Lakes Advisors, LLC | 24,849 | $1.93M | 0.11% | +813+3.4% | Added |
| Private Advisor Group, LLC | 105,306 | $1.93M | 0.10% | −3,519−3.2% | Reduced |
| HBK Sorce Advisory LLC | 24,760 | $1.92M | 0.05% | +5,267+27.0% | Added |