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
- 2,000
- +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
- 993 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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 20,206 | $1.63M | 0.30% | −720−3.4% | Reduced |
| Summit Financial, LLC | 20,237 | $1.65M | 0.14% | −226−1.1% | Reduced |
| Fiduciary Group LLC | 20,425 | $1.65M | 0.21% | −1,279−5.9% | Reduced |
| Mattern Wealth Management LLC | 20,435 | $1.65M | 0.55% | −3,268−13.8% | Reduced |
| Charles Schwab Trust Co | 20,512 | $1.65M | 0.20% | −443−2.1% | Reduced |
| Wexford Capital LP | 20,525 | $1.65M | 0.34% | +20,525 | New |
| LMCG Investments, LLC | 20,558 | $1.66M | 0.11% | −503−2.4% | Reduced |
| Fernwood Investment Management, LLC | 20,646 | $1.66M | 0.64% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 20,689 | $1.67M | 2.13% | +832+4.2% | Added |
| Drexel Morgan & Co. | 20,701 | $1.67M | 0.42% | 00.0% | Unchanged |
| Diversified Trust Co | 20,722 | $1.67M | 0.07% | −2,400−10.4% | Reduced |
| Belpointe Asset Management LLC | 20,751 | $1.67M | 0.09% | +3,458+20.0% | Added |
| Apollon Wealth Management, LLC | 21,258 | $1.71M | 0.11% | +876+4.3% | Added |
| HBK Sorce Advisory LLC | 21,262 | $1.71M | 0.08% | −3,498−14.1% | Reduced |
| Comgest Global Investors S.A.S. | 21,300 | $1.72M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,360 | $1.72M | 0.06% | +5,845+37.7% | Added |
| Tealwood Asset Management Inc | 21,478 | $1.73M | 0.88% | +190+0.9% | Added |
| Tocqueville Asset Management L.P. | 21,491 | $1.73M | 0.03% | −900−4.0% | Reduced |
| Anson Funds Management LP | 21,500 | $1.73M | 0.55% | +21,500 | New |
| Connolly Sarah T. | 21,565 | $1.74M | 1.10% | +2,439+12.8% | Added |
| Caliber Wealth Management, LLC | 21,590 | $1.74M | 1.30% | +293+1.4% | Added |
| Pictet Bank & Trust Ltd | 21,614 | $1.74M | 1.21% | +565+2.7% | Added |
| Twin Capital Management Inc | 21,627 | $1.74M | 0.24% | +21,627 | New |
| Shufro Rose & Co LLC | 21,767 | $1.75M | 0.16% | +218+1.0% | Added |
| Valeo Financial Advisors, LLC | 21,796 | $1.76M | 0.08% | +7,290+50.3% | Added |
| Old North State Wealth Management, LLC | 21,832 | $1.76M | 1.65% | +2,992+15.9% | Added |
| Moody National Bank Trust Division | 21,919 | $1.77M | 0.15% | +164+0.8% | Added |
| New England Asset Management Inc | 21,944 | $1.77M | 0.26% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21,985 | $1.77M | 0.19% | −114−0.5% | Reduced |
| BFSG, LLC | 22,048 | $1.78M | 0.33% | +287+1.3% | Added |
| Catalyst Capital Advisors LLC | 22,063 | $1.78M | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 22,152 | $1.79M | 0.06% | −30,179−57.7% | Reduced |
| Stock Yards Bank & Trust Co | 22,169 | $1.79M | 0.07% | −3,251−12.8% | Reduced |
| First American Bank | 22,250 | $1.79M | 0.16% | +6,890+44.9% | Added |
| Sawyer & Company, Inc | 22,363 | $1.79M | 0.97% | −208−0.9% | Reduced |
| PFG Investments, LLC | 22,289 | $1.80M | 0.37% | +22,289 | New |
| Newman Dignan & Sheerar, Inc. | 22,323 | $1.80M | 0.58% | −1,070−4.6% | Reduced |
| Hengehold Capital Management LLC | 22,370 | $1.80M | 0.25% | +1,113+5.2% | Added |
| Banco de Sabadell, S.A | 22,416 | $1.81M | 1.51% | +4,415+24.5% | Added |
| Bristlecone Advisors, LLC | 22,461 | $1.81M | 0.20% | +324+1.5% | Added |
| Notis-McConarty Edward | 22,474 | $1.81M | 0.72% | +10,263+84.0% | Added |
| 44 Wealth Management LLC | 22,546 | $1.82M | 0.62% | +512+2.3% | Added |
| Webster Bank, N. A. | 22,566 | $1.82M | 0.24% | +148+0.7% | Added |
| Spinnaker Trust | 22,570 | $1.82M | 0.14% | +6,625+41.5% | Added |
| Cary Street Partners Asset Management LLC | 22,732 | $1.83M | 0.35% | +270+1.2% | Added |
| Cannell Peter B & Co Inc | 22,800 | $1.84M | 0.07% | −400−1.7% | Reduced |
| Koss-Olinger Consulting, LLC | 22,809 | $1.84M | 0.23% | +1,537+7.2% | Added |
| Equitable Trust Co | 22,814 | $1.84M | 0.14% | +3,180+16.2% | Added |
| 180 Wealth Advisors, LLC | 22,917 | $1.85M | 0.43% | −926−3.9% | Reduced |
| Argent Advisors, Inc. | 22,955 | $1.85M | 0.88% | +6,219+37.2% | Added |
| Aaron Wealth Advisors | 23,040 | $1.86M | 0.26% | −8,425−26.8% | Reduced |
| IFG Advisory, LLC | 23,042 | $1.86M | 0.17% | +2,415+11.7% | Added |
| Silvercrest Asset Management Group LLC | 23,043 | $1.86M | 0.01% | +200+0.9% | Added |
| ProVise Management Group, LLC | 23,097 | $1.86M | 0.18% | +1,236+5.7% | Added |
| Brown Brothers Harriman & Co | 23,122 | $1.86M | 0.02% | −1,140−4.7% | Reduced |
| City Holding Co | 23,138 | $1.87M | 0.34% | −945−3.9% | Reduced |
| Verition Fund Management LLC | 23,149 | $1.87M | 0.03% | −91,648−79.8% | Reduced |
| Columbia Asset Management | 23,157 | $1.87M | 0.42% | +9,332+67.5% | Added |
| Williams Jones Wealth Management, LLC. | 23,210 | $1.87M | 0.03% | +2,836+13.9% | Added |
| Tower Research Capital LLC (TRC) | 23,408 | $1.89M | 0.06% | −5,701−19.6% | Reduced |
| Global Retirement Partners, LLC | 20,825 | $1.89M | 0.10% | +5,794+38.5% | Added |
| Valtinson Bruner Financial Planning LLC | 23,432 | $1.89M | 1.08% | +30.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 23,475 | $1.89M | 1.45% | +255+1.1% | Added |
| Ontario Teachers Pension Plan Board | 23,551 | $1.90M | 0.02% | −4,866−17.1% | Reduced |
| Greenleaf Trust | 23,587 | $1.90M | 0.02% | +10,824+84.8% | Added |
| Ingalls & Snyder LLC | 23,596 | $1.90M | 0.10% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 23,604 | $1.90M | 0.37% | +12,050+104.3% | Added |
| Greenline Partners, LLC | 23,604 | $1.90M | 0.36% | −9,399−28.5% | Reduced |
| Advisors Management Group Inc | 23,664 | $1.91M | 0.61% | +19,440+460.2% | Added |
| Allworth Financial LP | 23,707 | $1.91M | 0.02% | +1,486+6.7% | Added |
| Cambridge Trust Co | 23,708 | $1.91M | 0.09% | −16,895−41.6% | Reduced |
| Cercano Management LLC | 23,800 | $1.92M | 0.08% | +23,800 | New |
| Garrett Investment Advisors LLC | 23,937 | $1.93M | 0.30% | +3,606+17.7% | Added |
| Resonant Capital Advisors, LLC | 23,846 | $1.94M | 0.22% | +15,731+193.9% | Added |
| Bray Capital Advisors | 24,083 | $1.94M | 0.57% | −2,619−9.8% | Reduced |
| Broderick Brian C | 24,128 | $1.95M | 0.55% | +10,272+74.1% | Added |
| Blackhill Capital Inc | 24,177 | $1.95M | 0.22% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 24,496 | $1.97M | 0.68% | −520−2.1% | Reduced |
| Citadel Investment Advisory, Inc. | 24,495 | $1.98M | 1.34% | −200−0.8% | Reduced |
| Robinson Value Management, Ltd. | 24,568 | $1.98M | 1.52% | −63−0.3% | Reduced |
| Empire Financial Management Company, LLC | 24,717 | $1.99M | 0.81% | +24,717 | New |
| Simplify Asset Management Inc. | 24,723 | $1.99M | 0.36% | +17,391+237.2% | Added |
| Hodges Capital Management Inc. | 23,224 | $2.00M | 0.16% | +23,224 | New |
| Parsons Capital Management Inc | 24,837 | $2.00M | 0.16% | −2,120−7.9% | Reduced |
| SG Americas Securities, LLC | 24,885 | $2.01M | 0.03% | −70,854−74.0% | Reduced |
| United Fire Group Inc | 25,000 | $2.02M | 1.26% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 25,000 | $2.02M | 4.42% | 00.0% | Unchanged |
| UBS Oconnor LLC | 25,000 | $2.02M | 0.05% | +25,000 | New |
| Investment Management of Virginia LLC | 25,081 | $2.02M | 0.38% | +25,081 | New |
| Rathbone Brothers plc | 25,107 | $2.02M | 0.02% | −3,360−11.8% | Reduced |
| Sumitomo Life Insurance Co | 25,149 | $2.03M | 0.17% | −185−0.7% | Reduced |
| Longfellow Investment Management Co LLC | 25,190 | $2.03M | 0.46% | +3,876+18.2% | Added |
| Veriti Management LLC | 25,220 | $2.03M | 0.24% | +3,341+15.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 25,260 | $2.04M | 1.15% | +2,936+13.2% | Added |
| Wetherby Asset Management Inc | 25,314 | $2.04M | 0.12% | +7,728+43.9% | Added |
| We Are One Seven, LLC | 25,400 | $2.05M | 0.13% | +2,808+12.4% | Added |
| Nations Financial Group Inc, | 25,603 | $2.06M | 0.22% | +558+2.2% | Added |
| Credit Agricole S A | 25,625 | $2.07M | 0.09% | −1,950−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 25,663 | $2.07M | 0.08% | +270+1.1% | Added |
| Vident Investment Advisory, LLC | 25,822 | $2.08M | 0.07% | +12,965+100.8% | Added |