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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 12,798 | $1.03M | 0.04% | +8,195+178.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,813 | $1.03M | 0.17% | +5,561+76.7% | Added |
| Buckingham Strategic Wealth, LLC | 13,327 | $1.04M | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,853 | $1.04M | 0.06% | +336+2.7% | Added |
| Martin Investment Management, LLC | 12,885 | $1.04M | 0.30% | 00.0% | Unchanged |
| Exeter Financial, LLC | 12,955 | $1.04M | 0.52% | +3,392+35.5% | Added |
| Axxcess Wealth Management, LLC | 12,896 | $1.04M | 0.08% | +9,243+253.0% | Added |
| Strong Tower Advisory Services | 12,896 | $1.04M | 0.55% | +1,657+14.7% | Added |
| Westside Investment Management, Inc. | 12,941 | $1.04M | 0.31% | −1,158−8.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.05M | 0.16% | −12,000−48.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.05M | 0.41% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 13,045 | $1.05M | 0.09% | +324+2.5% | Added |
| Vicus Capital | 13,077 | $1.05M | 0.11% | −641−4.7% | Reduced |
| MSH Capital Advisors LLC | 13,085 | $1.05M | 0.45% | +238+1.9% | Added |
| Hoylecohen, LLC | 13,089 | $1.06M | 0.10% | −2,818−17.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,140 | $1.06M | 0.34% | +5,196+65.4% | Added |
| Old National Bancorp | 13,136 | $1.06M | 0.03% | +406+3.2% | Added |
| Guardian Wealth Management, Inc. | 13,164 | $1.06M | 1.02% | +175+1.3% | Added |
| Main Street Financial Solutions, LLC | 13,199 | $1.06M | 0.16% | +850+6.9% | Added |
| SNS Financial Group, LLC | 13,189 | $1.07M | 0.14% | −12−0.1% | Reduced |
| Pflug Koory, LLC | 13,301 | $1.07M | 0.58% | +92+0.7% | Added |
| Gs Investments, Inc. | 13,320 | $1.07M | 0.62% | −27−0.2% | Reduced |
| PFG Advisors | 13,354 | $1.08M | 0.09% | +275+2.1% | Added |
| Rossmore Private Capital | 13,356 | $1.08M | 0.17% | −654−4.7% | Reduced |
| Page Arthur B | 13,383 | $1.08M | 1.01% | +2,470+22.6% | Added |
| ISAM Funds (UK) Ltd | 13,412 | $1.08M | 1.38% | +13,412 | New |
| DT Investment Partners, LLC | 11,952 | $1.08M | 0.13% | +2,595+27.7% | Added |
| Essex Financial Services, Inc. | 13,460 | $1.09M | 0.11% | +929+7.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,478 | $1.09M | 0.11% | −79−0.6% | Reduced |
| Catalyst Wealth Management, LLC | 13,479 | $1.09M | 1.02% | +1,116+9.0% | Added |
| San Luis Wealth Advisors LLC | 13,520 | $1.09M | 0.42% | −18,664−58.0% | Reduced |
| International Assets Investment Management, LLC | 13,533 | $1.09M | 0.16% | −1,557−10.3% | Reduced |
| American Trust | 13,545 | $1.09M | 0.08% | −5,009−27.0% | Reduced |
| Aberdeen Wealth Management LLC | 13,579 | $1.09M | 0.82% | 00.0% | Unchanged |
| Sentry LLC | 13,644 | $1.10M | 0.26% | +13,644 | New |
| Citizens Financial Group Inc | 13,578 | $1.10M | 0.04% | −63−0.5% | Reduced |
| Cyrus J. Lawrence, LLC | 13,674 | $1.10M | 0.32% | −250−1.8% | Reduced |
| Sun Life Financial INC | 13,764 | $1.11M | 0.08% | +1,090+8.6% | Added |
| Neville Rodie & Shaw Inc | 13,728 | $1.11M | 0.10% | −815−5.6% | Reduced |
| TCM Advisors, LLC | – | $1.11M | 1.00% | – | – |
| High Net Worth Advisory Group LLC | 13,806 | $1.11M | 0.45% | +412+3.1% | Added |
| Regatta Capital Group, LLC | 14,331 | $1.11M | 0.40% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 13,829 | $1.11M | 0.82% | +4,440+47.3% | Added |
| CFS Investment Advisory Services, LLC | 13,865 | $1.12M | 0.20% | +485+3.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,867 | $1.12M | 0.08% | +114+0.8% | Added |
| Ballentine Partners, LLC | 13,884 | $1.12M | 0.03% | +5,703+69.7% | Added |
| Baader Bank INC | 13,900 | $1.12M | 0.08% | +1,200+9.4% | Added |
| CM Wealth Advisors LLC | 12,468 | $1.12M | 0.22% | +12,468 | New |
| Monetary Management Group Inc | 13,950 | $1.12M | 0.33% | −817−5.5% | Reduced |
| SkyView Investment Advisors, LLC | 13,954 | $1.13M | 0.26% | +1,689+13.8% | Added |
| Pitcairn Co | 13,964 | $1.13M | 0.10% | +954+7.3% | Added |
| Wealth Alliance | 14,003 | $1.13M | 0.18% | +3,005+27.3% | Added |
| Confluence Wealth Services, Inc. | 14,024 | $1.13M | 0.26% | +3,186+29.4% | Added |
| Bellecapital International Ltd. | 14,052 | $1.13M | 0.28% | +7,959+130.6% | Added |
| Cary Street Partner Investment Advisory LLC | 14,069 | $1.13M | 0.08% | −528−3.6% | Reduced |
| Arnhold LLC | 14,140 | $1.14M | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,182 | $1.14M | 0.14% | +2,109+17.5% | Added |
| Sicart Associates LLC | 14,080 | $1.14M | 0.45% | −2,611−15.6% | Reduced |
| ICW Investment Advisors LLC | 14,205 | $1.15M | 0.65% | +496+3.6% | Added |
| Dana Investment Advisors, Inc. | 14,220 | $1.15M | 0.06% | +337+2.4% | Added |
| Signaturefd, LLC | 14,235 | $1.15M | 0.03% | +2,629+22.7% | Added |
| Duff & Phelps Investment Management Co | 14,257 | $1.15M | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,280 | $1.15M | 0.21% | +468+3.4% | Added |
| Stratos Wealth Advisors, LLC | 14,324 | $1.15M | 0.09% | +1,314+10.1% | Added |
| Tradition Wealth Management, LLC | 14,325 | $1.16M | 0.14% | +1,388+10.7% | Added |
| First Bank & Trust | 14,346 | $1.16M | 0.31% | +10,852+310.6% | Added |
| Investors Research Corp | 14,423 | $1.16M | 0.30% | +2,652+22.5% | Added |
| Spire Wealth Management | 14,462 | $1.17M | 0.05% | +6,386+79.1% | Added |
| Whitener Capital Management, Inc. | 14,536 | $1.17M | 0.49% | +1,900+15.0% | Added |
| Jupiter Asset Management Ltd | 14,567 | $1.17M | 0.02% | 00.0% | Unchanged |
| Patten Group, Inc. | 14,624 | $1.18M | 0.35% | −136−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,528 | $1.18M | 0.09% | +157+1.1% | Added |
| Insight Inv LLC | 14,678 | $1.18M | 1.28% | −925−5.9% | Reduced |
| Werlinich Asset Management, LLC | 14,700 | $1.19M | 1.04% | −730−4.7% | Reduced |
| C2C Wealth Management, LLC | 14,717 | $1.19M | 0.19% | +9,780+198.1% | Added |
| Independent Financial Group, LLC | 14,831 | $1.20M | 0.10% | +4,363+41.7% | Added |
| Moneta Group Investment Advisors LLC | 14,849 | $1.20M | 0.03% | +2,650+21.7% | Added |
| Riverview Capital Advisers, LLC | 14,883 | $1.20M | 0.52% | 00.0% | Unchanged |
| Community Bank of Raymore | 14,885 | $1.20M | 0.46% | −50−0.3% | Reduced |
| Corundum Group, Inc. | 14,990 | $1.21M | 0.57% | +4,894+48.5% | Added |
| Principle Wealth Partners LLC | 15,024 | $1.21M | 0.13% | +2,297+18.0% | Added |
| Nicholas Hoffman & Company, LLC. | 15,111 | $1.22M | 0.11% | +735+5.1% | Added |
| EP Wealth Advisors, LLC | 17,504 | $1.22M | 0.02% | +12,767+269.5% | Added |
| McKinley Carter Wealth Services, Inc. | 15,152 | $1.22M | 0.10% | +1,104+7.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 15,181 | $1.22M | 1.14% | −691−4.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.23M | 0.98% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 15,208 | $1.23M | 0.04% | −5,170−25.4% | Reduced |
| Stiles Financial Services Inc | 15,220 | $1.23M | 0.66% | +238+1.6% | Added |
| Doliver Advisors, LP | 15,227 | $1.23M | 0.39% | +688+4.7% | Added |
| Outfitter Financial LLC | 15,232 | $1.23M | 1.11% | +1,326+9.5% | Added |
| Legacy Capital Wealth Partners, LLC | 15,266 | $1.23M | 0.34% | +15,266 | New |
| Harfst & Associates, Inc. | 15,305 | $1.23M | 0.35% | +84+0.6% | Added |
| Goodman Advisory Group, LLC | 15,321 | $1.24M | 0.67% | +236+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 15,424 | $1.24M | 0.21% | −86−0.6% | Reduced |
| XML Financial, LLC | 15,467 | $1.25M | 0.15% | +1,735+12.6% | Added |
| Rockland Trust Co | 15,483 | $1.25M | 0.08% | +335+2.2% | Added |
| Desjardins Global Asset Management Inc. | 15,529 | $1.25M | 0.16% | +4,828+45.1% | Added |
| Voya Financial Advisors, Inc. | 15,863 | $1.26M | 0.16% | −1,008−6.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 15,589 | $1.26M | 0.32% | +3,457+28.5% | Added |
| Trust Asset Management LLC | 15,600 | $1.26M | 0.14% | +463+3.1% | Added |