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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 24,695 | $1.92M | 1.31% | −625−2.5% | Reduced |
| Eqis Capital Management, Inc. | 24,662 | $1.92M | 0.22% | +3,256+15.2% | Added |
| Robinson Value Management, Ltd. | 24,631 | $1.91M | 1.65% | +24,631 | New |
| Pathstone Family Office, LLC | 36,492 | $1.91M | 0.04% | +360+1.0% | Added |
| Bard Financial Services, Inc. | 24,375 | $1.89M | 0.16% | +18,535+317.4% | Added |
| Brown Brothers Harriman & Co | 24,262 | $1.89M | 0.02% | −1,652−6.4% | Reduced |
| Point72 Middle East FZE | 24,258 | $1.89M | 0.15% | +24,258 | New |
| Harrell Investment Partners, LLC | 24,202 | $1.88M | 0.74% | −1,003−4.0% | Reduced |
| Blackhill Capital Inc | 24,177 | $1.88M | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 24,120 | $1.87M | 0.21% | −209−0.9% | Reduced |
| City Holding Co | 24,083 | $1.87M | 0.35% | −324−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 24,188 | $1.86M | 0.22% | +707+3.0% | Added |
| LVW Advisors, LLC | 23,963 | $1.86M | 0.39% | −3,028−11.2% | Reduced |
| Arkadios Wealth Advisors | 23,932 | $1.86M | 0.25% | +3,360+16.3% | Added |
| Nixon Peabody Trust Co | 23,902 | $1.86M | 1.51% | −500−2.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,429 | $1.84M | 1.07% | −2,511−9.7% | Reduced |
| Mattern Wealth Management LLC | 23,703 | $1.84M | 0.74% | −79−0.3% | Reduced |
| Ingalls & Snyder LLC | 23,596 | $1.83M | 0.10% | −5,997−20.3% | Reduced |
| Redwood Investment Management, LLC | 23,402 | $1.82M | 0.24% | +23,402 | New |
| Newman Dignan & Sheerar, Inc. | 23,393 | $1.82M | 0.60% | −218−0.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,335 | $1.81M | 1.26% | −2,807−10.7% | Reduced |
| Quantitative Investment Management, LLC | 23,321 | $1.81M | 0.34% | +23,321 | New |
| Creegan & Nassoura Financial Group, LLC | 23,220 | $1.80M | 1.41% | +6,371+37.8% | Added |
| Cannell Peter B & Co Inc | 23,200 | $1.80M | 0.06% | 00.0% | Unchanged |
| Duality Advisers, LP | 23,148 | $1.80M | 0.20% | −2,705−10.5% | Reduced |
| Diversified Trust Co | 23,122 | $1.80M | 0.07% | −38,296−62.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 23,079 | $1.79M | 0.33% | +405+1.8% | Added |
| Tevis Investment Management | 23,026 | $1.79M | 1.91% | +232+1.0% | Added |
| Alpha Cubed Investments, LLC | 23,010 | $1.79M | 0.14% | −244,687−91.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 22,324 | $1.78M | 1.09% | +1,600+7.7% | Added |
| Profund Advisors LLC | 22,879 | $1.78M | 0.12% | +2,443+12.0% | Added |
| Gladstone Institutional Advisory LLC | 22,844 | $1.78M | 0.13% | −3,352−12.8% | Reduced |
| Silvercrest Asset Management Group LLC | 22,843 | $1.78M | 0.01% | −2,565−10.1% | Reduced |
| Sigma Planning Corp | 22,756 | $1.77M | 0.06% | −1,936−7.8% | Reduced |
| First Hawaiian Bank | 22,635 | $1.76M | 0.06% | +4,389+24.1% | Added |
| We Are One Seven, LLC | 22,592 | $1.76M | 0.18% | +344+1.5% | Added |
| Sawyer & Company, Inc | 22,571 | $1.75M | 0.86% | +31+0.1% | Added |
| Liberty One Investment Management, LLC | 22,509 | $1.75M | 0.25% | +2,054+10.0% | Added |
| WC Walker & Associates, Inc. | 20,556 | $1.75M | 0.93% | −641−3.0% | Reduced |
| Cary Street Partners Asset Management LLC | 22,462 | $1.75M | 0.35% | −1,649−6.8% | Reduced |
| Webster Bank, N. A. | 22,418 | $1.74M | 0.24% | −2,677−10.7% | Reduced |
| Tocqueville Asset Management L.P. | 22,391 | $1.74M | 0.03% | +3,470+18.3% | Added |
| Glassy Mountain Advisors, Inc. | 22,222 | $1.73M | 0.95% | +22,222 | New |
| Allworth Financial LP | 22,221 | $1.73M | 0.02% | +1,109+5.3% | Added |
| Bristlecone Advisors, LLC | 22,137 | $1.72M | 0.21% | −1,737−7.3% | Reduced |
| Larson Financial Group LLC | 22,099 | $1.72M | 0.21% | −312−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 22,063 | $1.71M | 0.06% | +10,685+93.9% | Added |
| 44 Wealth Management LLC | 22,034 | $1.71M | 0.59% | +4,345+24.6% | Added |
| FRG Family Wealth Advisors LLC | 21,963 | $1.71M | 0.41% | −4,176−16.0% | Reduced |
| Sirios Capital Management L P | 21,962 | $1.71M | 0.31% | −22,779−50.9% | Reduced |
| New England Asset Management Inc | 21,944 | $1.71M | 0.03% | −1,896−8.0% | Reduced |
| Veriti Management LLC | 21,879 | $1.70M | 0.23% | −3,222−12.8% | Reduced |
| ProVise Management Group, LLC | 21,861 | $1.70M | 0.17% | −3,594−14.1% | Reduced |
| DFPG Investments, LLC | 21,138 | $1.70M | 0.28% | +21,138 | New |
| Moody National Bank Trust Division | 21,755 | $1.69M | 0.15% | −740−3.3% | Reduced |
| BFSG, LLC | 21,761 | $1.69M | 0.34% | −329−1.5% | Reduced |
| Fiduciary Group LLC | 21,704 | $1.69M | 0.22% | −11,803−35.2% | Reduced |
| Shufro Rose & Co LLC | 21,549 | $1.67M | 0.14% | +7,047+48.6% | Added |
| Versor Investments LP | 21,500 | $1.67M | 0.14% | +17,900+497.2% | Added |
| Longfellow Investment Management Co LLC | 21,314 | $1.66M | 0.38% | +2,391+12.6% | Added |
| Comgest Global Investors S.A.S. | 21,300 | $1.66M | 0.04% | −3,679−14.7% | Reduced |
| Qsemble Capital Management, LP | 21,300 | $1.66M | 1.15% | +21,300 | New |
| Caliber Wealth Management, LLC | 21,297 | $1.66M | 1.27% | +10,900+104.8% | Added |
| Tealwood Asset Management Inc | 21,288 | $1.66M | 0.86% | −465−2.1% | Reduced |
| Koss-Olinger Consulting, LLC | 21,272 | $1.65M | 0.24% | +14,483+213.3% | Added |
| Hengehold Capital Management LLC | 21,257 | $1.65M | 0.23% | −9,811−31.6% | Reduced |
| LMCG Investments, LLC | 21,061 | $1.64M | 0.11% | −1,311−5.9% | Reduced |
| Pictet Bank & Trust Ltd | 21,049 | $1.64M | 1.91% | +2,409+12.9% | Added |
| Charles Schwab Trust Co | 20,955 | $1.63M | 0.21% | 00.0% | Unchanged |
| Cipher Capital LP | 20,926 | $1.63M | 0.31% | −52,444−71.5% | Reduced |
| Drexel Morgan & Co. | 20,701 | $1.61M | 0.33% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 20,646 | $1.60M | 0.66% | −400−1.9% | Reduced |
| IFG Advisory, LLC | 20,627 | $1.60M | 0.16% | +584+2.9% | Added |
| Stratos Wealth Partners, LTD. | 20,622 | $1.60M | 0.04% | −2,342−10.2% | Reduced |
| Great Valley Advisor Group, Inc. | 20,473 | $1.59M | 0.08% | −21,943−51.7% | Reduced |
| Wunderlich Capital Managemnt | 20,475 | $1.59M | 0.89% | +331+1.6% | Added |
| Summit Financial, LLC | 20,463 | $1.59M | 0.15% | −1,000−4.7% | Reduced |
| Apollon Wealth Management, LLC | 20,382 | $1.58M | 0.11% | −3,704−15.4% | Reduced |
| Bowen Hanes & Co Inc | 20,378 | $1.58M | 0.06% | −23,210−53.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 20,374 | $1.58M | 0.03% | −725−3.4% | Reduced |
| Garrett Investment Advisors LLC | 20,331 | $1.58M | 0.28% | +8,095+66.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 20,090 | $1.58M | 0.76% | −23,245−53.6% | Reduced |
| Silvant Capital Management LLC | 19,848 | $1.56M | 0.11% | −5,712−22.3% | Reduced |
| AXS Investments LLC | 19,936 | $1.55M | 0.55% | +3,056+18.1% | Added |
| Cordatus Wealth Management LLC | 19,857 | $1.54M | 2.26% | +19,857 | New |
| Group One Trading, L.P. | 19,809 | $1.54M | 0.05% | +19,809 | New |
| Alpha Paradigm Partners, LLC | 19,790 | $1.54M | 0.63% | +19,790 | New |
| Xcel Wealth Management, LLC | 19,765 | $1.54M | 0.60% | −42,587−68.3% | Reduced |
| 1st Source Bank | 19,720 | $1.53M | 0.10% | −215−1.1% | Reduced |
| Equitable Trust Co | 19,634 | $1.53M | 0.12% | −133,639−87.2% | Reduced |
| Telemus Capital, LLC | 18,864 | $1.53M | 0.14% | −460−2.4% | Reduced |
| Wolverine Trading, LLC | 19,503 | $1.52M | 0.03% | +19,503 | New |
| Loudon Investment Management, LLC | 19,498 | $1.52M | 1.09% | +2,460+14.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 19,404 | $1.51M | 0.54% | −163−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 19,304 | $1.50M | 1.25% | +4,342+29.0% | Added |
| YHB Investment Advisors, Inc. | 19,152 | $1.49M | 0.16% | −7,105−27.1% | Reduced |
| Connolly Sarah T. | 19,126 | $1.49M | 1.01% | +131+0.7% | Added |
| Benin Management CORP | 19,077 | $1.48M | 0.60% | −7,550−28.4% | Reduced |
| Virtu Financial LLC | 19,003 | $1.48M | 0.20% | −1,048−5.2% | Reduced |
| Clearstead Advisors, LLC | 18,999 | $1.48M | 0.12% | −1,639−7.9% | Reduced |