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; 2,150 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Medtronic plc as of Mar 31, 2023. 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
- 2,001
- +68 vs. Q4 2022
- Shares held
- 1.09B
- +9.23M (+0.9%) vs. Q4 2022
- Total value
- $88.0B
- +$3.87B (+4.6%) vs. Q4 2022
- New holders
- 186
- 994 more added
- Sold out
- 118
- 624 more reduced
38 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $396 | 0.00% | +5 | New |
| Lowe Wealth Advisors, LLC | 9 | $726 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $807 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 16 | $1.29K | 0.00% | −1,164−98.6% | Reduced |
| Country Trust Bank | 16 | $1.29K | 0.00% | +16 | New |
| Morton Brown Family Wealth, LLC | 16 | $1.29K | 0.00% | +16 | New |
| Cedar Wealth Management, LLC | 18 | $1.45K | 0.00% | −2−10.0% | Reduced |
| New Millennium Group LLC | 22 | $1.76K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $2.00K | 0.00% | −1,310−85.3% | Reduced |
| Magnolia Capital Management Ltd | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $2.00K | 0.00% | +31 | New |
| Rise Advisors, LLC | 32 | $2.60K | 0.00% | −78−70.9% | Reduced |
| Robbins Farley LLC | 36 | $2.90K | 0.00% | +36 | New |
| Beacon Capital Management, Inc. | 38 | $3.06K | 0.00% | +38 | New |
| Highline Wealth Partners LLC | 41 | $3.31K | 0.00% | −16−28.1% | Reduced |
| Trifecta Capital Advisors, LLC | 45 | $3.63K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $4.00K | 0.00% | +48+1,600.0% | Added |
| Stone House Investment Management, LLC | 52 | $4.18K | 0.00% | +52 | New |
| Fortis Advisors, LLC | 55 | $4.43K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $4.84K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 72 | $5.00K | 0.00% | −37,669−99.8% | Reduced |
| Baldrige Asset Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $6.05K | 0.00% | +75 | New |
| Exchange Traded Concepts, LLC | 77 | $6.21K | 0.00% | +5+6.9% | Added |
| TD Capital Management LLC | 78 | $6.26K | 0.00% | +1+1.3% | Added |
| Pittenger & Anderson Inc | 85 | $6.85K | 0.00% | −36,156−99.8% | Reduced |
| C M Bidwell & Associates Ltd | 91 | $7.34K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 92 | $7.42K | 0.00% | −14−13.2% | Reduced |
| Versant Capital Management, Inc | 93 | $7.50K | 0.00% | +81+675.0% | Added |
| Halpern Financial, Inc. | 95 | $7.66K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 96 | $7.74K | 0.01% | +28+41.2% | Added |
| Covestor Ltd | 96 | $8.00K | 0.01% | −43−30.9% | Reduced |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $8.06K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $8.06K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 91 | $8.18K | 0.01% | +91 | New |
| Private Ocean, LLC | 103 | $8.30K | 0.00% | +103 | New |
| PFS Partners, LLC | 107 | $8.64K | 0.01% | +1+0.9% | Added |
| Investment Research & Advisory Group, Inc. | 109 | $8.79K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 122 | $9.00K | 0.00% | +29+31.2% | Added |
| Coastal Capital Group, Inc. | 119 | $9.59K | 0.00% | −75−38.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 121 | $9.76K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 121 | $9.76K | 0.00% | +121 | New |
| Sugarloaf Wealth Management, LLC | 122 | $9.90K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 126 | $10.0K | 0.01% | −2,448−95.1% | Reduced |
| Fairfield Financial Advisors, LTD | 140 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | $11.2K | 0.49% | +3+3.8% | Added |
| Stephens Consulting, LLC | 140 | $11.3K | 0.01% | −56−28.6% | Reduced |
| West Branch Capital LLC | 140 | $11.3K | 0.01% | −23−14.1% | Reduced |
| Richard W. Paul & Associates, LLC | 149 | $12.0K | 0.01% | +10+7.2% | Added |
| Western Pacific Wealth Management, LP | 160 | $12.9K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 166 | $13.4K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 170 | $13.7K | 0.01% | +170 | New |
| Ritter Daniher Financial Advisory LLC | 170 | $13.7K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 127 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 181 | $14.6K | 0.01% | −914−83.5% | Reduced |
| Artemis Wealth Advisors, LLC | 185 | $14.9K | 0.00% | −7−3.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 190 | $15.3K | 0.01% | −3−1.6% | Reduced |
| HBC Financial Services, PLLC | 203 | $16.0K | 0.01% | +51+33.6% | Added |
| Tortoise Investment Management, LLC | 199 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 201 | $16.2K | 0.01% | +103+105.1% | Added |
| SOA Wealth Advisors, LLC. | 206 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 213 | $17.2K | 0.01% | −41−16.1% | Reduced |
| Clearview Wealth Advisors LLC | 219 | $17.7K | 0.02% | −55−20.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 220 | $17.9K | 0.01% | +220 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 220 | $18.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 231 | $18.6K | 0.00% | +231 | New |
| JCIC Asset Management Inc. | 235 | $18.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 240 | $19.3K | 0.01% | −1−0.4% | Reduced |
| Antonetti Capital Management LLC | 250 | $20.2K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 287 | $20.7K | 0.13% | −9,023−96.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 278 | $22.4K | 0.01% | −17−5.8% | Reduced |
| Kenfarb & Co. | 281 | $22.7K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 291 | $23.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 289 | $23.3K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $24.0K | 0.01% | −750−71.4% | Reduced |
| Blume Capital Management, Inc. | 300 | $24.2K | 0.01% | −400−57.1% | Reduced |
| Raffa Wealth Management, LLC | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 300 | $24.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 300 | $24.2K | 0.00% | +164+120.6% | Added |
| WFA Asset Management Corp | 300 | $24.2K | 0.01% | +300 | New |
| Horan Securities, Inc. | 301 | $24.3K | 0.01% | +12+4.2% | Added |
| IAG Wealth Partners, LLC | 309 | $24.9K | 0.01% | −12−3.7% | Reduced |
| Delos Wealth Advisors, LLC | 310 | $25.0K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 320 | $25.8K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 328 | $26.4K | 0.00% | +328 | New |
| Hollencrest Capital Management | 334 | $26.9K | 0.00% | −7,400−95.7% | Reduced |
| Lee Financial Co | 332 | $27.0K | 0.00% | +26+8.5% | Added |
| Cassady Schiller Wealth Management, LLC | 341 | $27.5K | 0.01% | −136−28.5% | Reduced |
| Red Tortoise LLC | 350 | $28.2K | 0.02% | −250−41.7% | Reduced |
| Laurel Wealth Advisors LLC | 350 | $28.2K | 0.01% | +250+250.0% | Added |
| Mascoma Wealth Management LLC | 312 | $28.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 352 | $28.4K | 0.01% | +208+144.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 355 | $28.6K | 0.00% | +331+1,379.2% | Added |
| Baystate Wealth Management LLC | 358 | $28.9K | 0.00% | −80−18.3% | Reduced |