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 |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 15,623 | $1.26M | 0.74% | +1,858+13.5% | Added |
| Foundations Investment Advisors, LLC | 15,631 | $1.26M | 0.05% | +2,170+16.1% | Added |
| Griffin Asset Management, Inc. | 15,648 | $1.26M | 0.18% | +1,447+10.2% | Added |
| Centiva Capital, LP | 15,664 | $1.26M | 0.07% | +8,847+129.8% | Added |
| Guild Investment Management, Inc. | 15,690 | $1.26M | 1.94% | −1,010−6.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 15,571 | $1.27M | 0.59% | +6,023+63.1% | Added |
| Game Creek Capital, LP | 15,750 | $1.27M | 0.84% | −16,750−51.5% | Reduced |
| Capital Investment Advisory Services, LLC | 15,759 | $1.27M | 0.15% | −216−1.4% | Reduced |
| GoalVest Advisory LLC | 15,795 | $1.27M | 0.75% | +6,376+67.7% | Added |
| Harrington Investments, INC | 15,811 | $1.27M | 0.88% | +826+5.5% | Added |
| Balyasny Asset Management LLC | 15,912 | $1.28M | 0.00% | −656,599−97.6% | Reduced |
| Occudo Quantitative Strategies LP | 15,944 | $1.29M | 0.12% | +15,944 | New |
| Altfest L J & Co Inc | 15,980 | $1.29M | 0.20% | +92+0.6% | Added |
| CNB Bank | 15,983 | $1.29M | 0.78% | +1,063+7.1% | Added |
| Kidder Stephen W | 16,010 | $1.29M | 0.45% | +6,545+69.1% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.29M | 0.63% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,052 | $1.29M | 0.04% | +3,690+29.8% | Added |
| Fund Management at Engine No. 1 LLC | 16,134 | $1.30M | 0.26% | +1,500+10.3% | Added |
| Insight Wealth Strategies, LLC | 16,167 | $1.30M | 0.26% | +1,700+11.8% | Added |
| Investment House LLC | 16,263 | $1.31M | 0.11% | −1,720−9.6% | Reduced |
| Cigna Investments Inc | 16,273 | $1.31M | 0.26% | −333−2.0% | Reduced |
| Trust Co of Oklahoma | 16,317 | $1.32M | 0.51% | −1,783−9.9% | Reduced |
| MV Capital Management, Inc. | 16,386 | $1.32M | 0.19% | +354+2.2% | Added |
| Harbor Investment Advisory, LLC | 16,442 | $1.33M | 0.20% | +254+1.6% | Added |
| Wolff Wiese Magana LLC | 16,471 | $1.33M | 1.08% | +694+4.4% | Added |
| New England Research & Management, Inc. | 16,474 | $1.33M | 0.78% | +3,206+24.2% | Added |
| NTV Asset Management LLC | 16,474 | $1.33M | 0.25% | −2,245−12.0% | Reduced |
| Evergreen Wealth Management, LLC | 16,479 | $1.33M | 1.18% | +2,106+14.7% | Added |
| Lederer & Associates Investment Counsel | 16,496 | $1.33M | 1.03% | +472+2.9% | Added |
| Schulhoff & Co Inc | 16,515 | $1.33M | 0.62% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 16,536 | $1.33M | 0.76% | +6,805+69.9% | Added |
| Founders Financial Securities LLC | 16,597 | $1.34M | 0.19% | +814+5.2% | Added |
| Resources Investment Advisors, LLC. | 16,699 | $1.35M | 0.03% | +8,286+98.5% | Added |
| Capital Investment Advisors, LLC | 16,711 | $1.35M | 0.04% | −233−1.4% | Reduced |
| Western Wealth Management, LLC | 16,739 | $1.35M | 0.13% | +609+3.8% | Added |
| Petredis Investment Advisors LLC | 16,792 | $1.35M | 0.21% | +1,595+10.5% | Added |
| Meeder Advisory Services, Inc. | 16,795 | $1.35M | 0.16% | +1,760+11.7% | Added |
| Dudley Capital Management, LLC | 16,820 | $1.36M | 0.95% | +910+5.7% | Added |
| Berkeley Capital Partners, LLC | 16,830 | $1.36M | 0.50% | +1,471+9.6% | Added |
| WSFS Capital Management, LLC | 16,854 | $1.36M | 0.14% | +771+4.8% | Added |
| WealthShield Partners, LLC | 16,727 | $1.36M | 0.22% | +16,727 | New |
| Meiji Yasuda Life Insurance Co | 16,894 | $1.36M | 0.03% | +5,553+49.0% | Added |
| Alliance Wealth Advisors, LLC | 16,999 | $1.37M | 0.55% | +5,853+52.5% | Added |
| Wahed Invest LLC | 17,041 | $1.37M | 0.59% | −269−1.6% | Reduced |
| Boston Family Office LLC | 17,078 | $1.38M | 0.11% | +850+5.2% | Added |
| ABLE Financial Group, LLC | 17,076 | $1.38M | 0.90% | +17,076 | New |
| Proequities, Inc. | 17,073 | $1.39M | 0.11% | +219+1.3% | Added |
| Bradley Foster & Sargent Inc | 17,315 | $1.40M | 0.03% | +1,485+9.4% | Added |
| Canandaigua National Bank & Trust Co | 17,432 | $1.41M | 0.24% | +17,432 | New |
| Wambolt & Associates, LLC | 17,647 | $1.41M | 0.50% | +1,404+8.6% | Added |
| Peapack Gladstone Financial Corp | 17,483 | $1.41M | 0.03% | −33,444−65.7% | Reduced |
| Suvretta Capital Management, LLC | 17,460 | $1.41M | 0.07% | +8,094+86.4% | Added |
| Signet Investment Advisory Group, Inc. | 17,475 | $1.41M | 0.97% | +750+4.5% | Added |
| Beacon Financial Group | 17,573 | $1.41M | 0.20% | +3,555+25.4% | Added |
| Andesa Financial Management Inc. | 41,418 | $1.42M | 0.74% | +23,197+127.3% | Added |
| AMG National Trust Bank | 17,660 | $1.42M | 0.05% | −9,329−34.6% | Reduced |
| Rehmann Capital Advisory Group | 17,670 | $1.42M | 0.13% | +867+5.2% | Added |
| Lakeside Advisors, INC. | 17,781 | $1.43M | 1.11% | +60.0% | Added |
| Jacobi Capital Management LLC | 17,827 | $1.44M | 0.17% | +646+3.8% | Added |
| Epiq Partners, LLC | 17,853 | $1.44M | 0.99% | −956−5.1% | Reduced |
| Clearstead Advisors, LLC | 17,886 | $1.44M | 0.10% | −1,113−5.9% | Reduced |
| Creative Financial Designs Inc | 18,047 | $1.45M | 0.19% | +894+5.2% | Added |
| Qsemble Capital Management, LP | 18,100 | $1.46M | 0.98% | −3,200−15.0% | Reduced |
| IFP Advisors, Inc | 18,244 | $1.46M | 0.07% | −18,331−50.1% | Reduced |
| Charter Oak Capital Management, LLC | 18,117 | $1.46M | 0.20% | −209−1.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,236 | $1.47M | 0.53% | +7,820+75.1% | Added |
| Cresset Asset Management, LLC | 18,182 | $1.47M | 0.03% | −3,495−16.1% | Reduced |
| Agate Pass Investment Management, LLC | 18,320 | $1.48M | 0.97% | +751+4.3% | Added |
| Raleigh Capital Management Inc. | 18,345 | $1.48M | 0.73% | +758+4.3% | Added |
| Sandy Spring Bank | 18,385 | $1.48M | 0.08% | −458−2.4% | Reduced |
| AIMZ Investment Advisors, LLC | 18,410 | $1.48M | 0.66% | −95−0.5% | Reduced |
| Worldquant Millennium Advisors LLC | 18,515 | $1.49M | 0.03% | −258,119−93.3% | Reduced |
| 1st Source Bank | 18,525 | $1.49M | 0.10% | −1,195−6.1% | Reduced |
| Matrix Trust Co | 18,643 | $1.50M | 0.40% | +7,566+68.3% | Added |
| AXS Investments LLC | 18,684 | $1.51M | 0.50% | −1,252−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 18,700 | $1.51M | 0.41% | 00.0% | Unchanged |
| Benin Management CORP | 18,719 | $1.51M | 0.57% | −358−1.9% | Reduced |
| Access Financial Services, Inc. | 18,734 | $1.51M | 0.92% | −221−1.2% | Reduced |
| Stamos Capital Partners, L.P. | 18,750 | $1.51M | 0.39% | +18,750 | New |
| Wunderlich Capital Managemnt | 18,761 | $1.51M | 0.79% | −1,714−8.4% | Reduced |
| Stonegate Investment Group, LLC | 18,795 | $1.52M | 0.06% | +14,079+298.5% | Added |
| Venture Visionary Partners LLC | 18,914 | $1.52M | 0.10% | +250+1.3% | Added |
| NBT Bank N A | 18,936 | $1.53M | 0.22% | +166+0.9% | Added |
| Girard Partners Ltd. | 19,101 | $1.54M | 0.17% | +6,952+57.2% | Added |
| Cascade Investment Advisors, Inc. | 19,179 | $1.55M | 1.22% | −125−0.6% | Reduced |
| WealthPlan Investment Management, LLC | 19,185 | $1.55M | 0.27% | −26,401−57.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 19,215 | $1.55M | 0.52% | −189−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,266 | $1.55M | 0.21% | −11,154−36.7% | Reduced |
| Dynamic Advisor Solutions LLC | 19,346 | $1.56M | 0.09% | +1,587+8.9% | Added |
| FRG Family Wealth Advisors LLC | 19,409 | $1.56M | 0.36% | −2,554−11.6% | Reduced |
| Canvas Wealth Advisors, LLC | 17,147 | $1.57M | 0.66% | +12,585+275.9% | Added |
| Albion Financial Group | 19,545 | $1.58M | 0.14% | +789+4.2% | Added |
| Xcel Wealth Management, LLC | 19,592 | $1.58M | 0.56% | −173−0.9% | Reduced |
| Red Spruce Capital, LLC | 19,609 | $1.58M | 0.93% | +999+5.4% | Added |
| Ashton Thomas Private Wealth, LLC | 19,647 | $1.58M | 0.14% | +2,292+13.2% | Added |
| Quantitative Investment Management, LLC | 19,687 | $1.59M | 0.33% | −3,634−15.6% | Reduced |
| SevenBridge Financial Group, LLC | 19,756 | $1.59M | 0.44% | +2,128+12.1% | Added |
| Stratos Wealth Partners, LTD. | 19,918 | $1.61M | 0.04% | −704−3.4% | Reduced |
| Profund Advisors LLC | 20,009 | $1.61M | 0.10% | −2,870−12.5% | Reduced |
| BFT Financial Group, LLC | 20,036 | $1.62M | 0.24% | +20,036 | New |