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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 25,861 | $2.08M | 0.75% | −15−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 26,020 | $2.10M | 0.60% | +878+3.5% | Added |
| Concentric Wealth Management, LLC | 26,070 | $2.10M | 0.70% | +750+3.0% | Added |
| Miller Investment Management, LP | 26,165 | $2.11M | 0.35% | 00.0% | Unchanged |
| Tevis Investment Management | 26,244 | $2.12M | 2.15% | +3,218+14.0% | Added |
| Garrison Asset Management, LLC | 26,447 | $2.13M | 1.32% | −156−0.6% | Reduced |
| Magnetar Financial LLC | 26,450 | $2.13M | 0.04% | −186,160−87.6% | Reduced |
| Umb Bank N A | 26,515 | $2.14M | 0.03% | −3,074−10.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 26,504 | $2.15M | 0.17% | −500−1.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,859 | $2.17M | 0.67% | +8,345+45.1% | Added |
| Harrell Investment Partners, LLC | 27,041 | $2.18M | 0.77% | +2,839+11.7% | Added |
| Nixon Peabody Trust Co | 27,063 | $2.18M | 1.53% | +3,161+13.2% | Added |
| Gladstone Institutional Advisory LLC | 27,087 | $2.18M | 0.14% | +4,243+18.6% | Added |
| Arkadios Wealth Advisors | 27,115 | $2.19M | 0.26% | +3,183+13.3% | Added |
| Fred Alger Management, LLC | 27,259 | $2.20M | 0.01% | +1,320+5.1% | Added |
| Delta Capital Management LLC | 27,310 | $2.20M | 1.55% | −100−0.4% | Reduced |
| First Hawaiian Bank | 27,408 | $2.21M | 0.07% | +4,773+21.1% | Added |
| Virginia Wealth Management Group, Inc. | 27,580 | $2.22M | 1.53% | +4,245+18.2% | Added |
| Liberty One Investment Management, LLC | 27,649 | $2.23M | 0.30% | +5,140+22.8% | Added |
| Oak Associates, Ltd | 27,825 | $2.24M | 0.18% | +14,331+106.2% | Added |
| Mutual Advisors, LLC | 28,025 | $2.26M | 0.09% | +3,014+12.1% | Added |
| Strategic Wealth Partners, Ltd. | 28,038 | $2.26M | 0.35% | +4,959+21.5% | Added |
| Icon Wealth Partners, LLC | 28,044 | $2.26M | 0.25% | +28,044 | New |
| World Equity Group, Inc. | 9,399 | $2.26M | 0.39% | +3,895+70.8% | Added |
| Cohen Lawrence B | 28,059 | $2.26M | 1.52% | +2,250+8.7% | Added |
| Northwest Investment Counselors, LLC | 28,124 | $2.27M | 0.63% | +3,208+12.9% | Added |
| Bank Ozk | 28,134 | $2.27M | 1.12% | −690−2.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 27,920 | $2.27M | 1.12% | +7,830+39.0% | Added |
| Financial Advisory Service, Inc. | 28,256 | $2.28M | 0.25% | +4,136+17.1% | Added |
| Wesbanco Bank Inc | 28,323 | $2.28M | 0.10% | −2,170−7.1% | Reduced |
| Ostrum Asset Management | 28,342 | $2.28M | 0.20% | +28,342 | New |
| Cubic Asset Management, LLC | 28,343 | $2.29M | 0.64% | −830−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 28,380 | $2.29M | 0.43% | +3,204+12.7% | Added |
| JNBA Financial Advisors | 28,615 | $2.31M | 0.30% | −80−0.3% | Reduced |
| Comerica Securities,inc. | 28,500 | $2.32M | 0.17% | +657+2.4% | Added |
| Uncommon Cents Investing LLC | 28,942 | $2.33M | 0.85% | +190+0.7% | Added |
| Okabena Investment Services Inc | 29,194 | $2.35M | 1.68% | −105−0.4% | Reduced |
| Summit Global Investments | 29,225 | $2.36M | 0.18% | +320+1.1% | Added |
| Illinois Municipal Retirement Fund | 29,321 | $2.36M | 0.05% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 29,390 | $2.37M | 1.05% | +1,264+4.5% | Added |
| Argonautica Private Wealth Management, Inc | 29,532 | $2.38M | 1.20% | −3,544−10.7% | Reduced |
| Cohen Capital Management, Inc. | 29,552 | $2.38M | 0.48% | −800−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,701 | $2.39M | 0.03% | +29,701 | New |
| Systematic Alpha Investments, LLC | 29,701 | $2.39M | 0.13% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 29,829 | $2.40M | 0.25% | −19,308−39.3% | Reduced |
| Legacy Advisors, LLC | 29,601 | $2.41M | 0.44% | +444+1.5% | Added |
| Freestone Capital Holdings, LLC | 29,857 | $2.41M | 0.11% | −2,043−6.4% | Reduced |
| Citizens National Bank Trust Department | 30,129 | $2.43M | 0.67% | −40−0.1% | Reduced |
| Hamel Associates, Inc. | 30,225 | $2.44M | 0.84% | +30,225 | New |
| McKinley Capital Management LLC /Delaware | 30,260 | $2.44M | 0.32% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 30,810 | $2.44M | 0.07% | +11,307+58.0% | Added |
| Schonfeld Strategic Advisors LLC | 30,293 | $2.44M | 0.02% | −415,708−93.2% | Reduced |
| Fulton Bank, N.A. | 30,331 | $2.45M | 0.13% | +949+3.2% | Added |
| Palouse Capital Management, Inc. | 30,462 | $2.46M | 1.66% | +30,462 | New |
| LVW Advisors, LLC | 30,575 | $2.46M | 0.49% | +6,612+27.6% | Added |
| Wedbush Securities Inc | 30,590 | $2.47M | 0.12% | +2,901+10.5% | Added |
| Carnegie Capital Asset Management, LLC | 30,705 | $2.48M | 0.10% | +609+2.0% | Added |
| Phoenix Wealth Advisors | 30,879 | $2.49M | 1.54% | +30,879 | New |
| Bremer Bank National Association | 30,986 | $2.50M | 0.48% | −1,390−4.3% | Reduced |
| United Services Automobile Association | 31,050 | $2.50M | 0.08% | −18,872−37.8% | Reduced |
| NovaPoint Capital, LLC | 31,050 | $2.50M | 1.03% | +1,728+5.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 31,105 | $2.51M | 2.29% | +893+3.0% | Added |
| Baker Tilly Wealth Management, LLC | 31,201 | $2.52M | 0.28% | +12,480+66.7% | Added |
| Zurich Insurance Group Ltd | 31,400 | $2.53M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 31,421 | $2.53M | 0.09% | −123−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 31,501 | $2.54M | 0.16% | +1,596+5.3% | Added |
| Evercore Wealth Management, LLC | 31,516 | $2.54M | 0.05% | +302+1.0% | Added |
| Econ Financial Services Corp | 31,677 | $2.55M | 1.93% | +31,677 | New |
| Wealth Advisors of Tampa Bay, LLC | 31,719 | $2.56M | 1.46% | +1,480+4.9% | Added |
| Leelyn Smith, LLC | 31,770 | $2.56M | 0.66% | −18,642−37.0% | Reduced |
| Clough Capital Partners L P | 31,900 | $2.57M | 0.28% | 00.0% | Unchanged |
| Claret Asset Management Corp | 31,900 | $2.57M | 0.51% | −860−2.6% | Reduced |
| Exchange Capital Management, Inc. | 32,026 | $2.58M | 0.52% | −57−0.2% | Reduced |
| Duality Advisers, LP | 32,401 | $2.61M | 0.30% | +9,253+40.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,515 | $2.62M | 2.23% | +3,350+11.5% | Added |
| Fundamentun, LLC | 32,875 | $2.65M | 0.45% | +2,486+8.2% | Added |
| Peloton Wealth Strategists | 32,900 | $2.65M | 1.21% | +600+1.9% | Added |
| Horizon Investments, LLC | 32,896 | $2.65M | 0.08% | +1,954+6.3% | Added |
| Farmers National Bank | 32,898 | $2.65M | 0.94% | +3,077+10.3% | Added |
| Strategic Advisors LLC | 32,926 | $2.65M | 0.54% | +15,405+87.9% | Added |
| Advisor Partners II, LLC | 32,931 | $2.65M | 0.15% | +4,820+17.1% | Added |
| Pathway Financial Advisers, LLC | 32,999 | $2.66M | 1.07% | +7,882+31.4% | Added |
| Pathstone Family Office, LLC | 34,024 | $2.69M | 0.04% | −2,468−6.8% | Reduced |
| Bard Financial Services, Inc. | 33,345 | $2.69M | 0.22% | +8,970+36.8% | Added |
| Plimoth Trust Co LLC | 33,461 | $2.70M | 0.84% | −55−0.2% | Reduced |
| Everence Capital Management Inc | 33,680 | $2.71M | 0.22% | 00.0% | Unchanged |
| National Asset Management, Inc. | 33,644 | $2.73M | 0.07% | +1,685+5.3% | Added |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.75M | 0.81% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 34,279 | $2.76M | 0.61% | +2,815+8.9% | Added |
| Dynamic Technology Lab Private Ltd | 34,476 | $2.78M | 0.26% | +34,476 | New |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | 00.0% | Unchanged |
| Courier Capital LLC | 34,484 | $2.78M | 0.31% | +21+0.1% | Added |
| Perkins Coie Trust Co | 34,592 | $2.79M | 0.84% | +1,712+5.2% | Added |
| HM Payson & Co | 34,668 | $2.79M | 0.07% | −996−2.8% | Reduced |
| LMG Wealth Partners, LLC | 34,683 | $2.80M | 0.90% | +3,489+11.2% | Added |
| Otter Creek Advisors, LLC | 34,700 | $2.80M | 3.68% | +34,700 | New |
| Integrated Wealth Concepts LLC | 34,725 | $2.80M | 0.06% | +23,942+222.0% | Added |
| Conning Inc. | 34,759 | $2.80M | 0.09% | −1,066−3.0% | Reduced |
| Lake Street Financial LLC | 34,959 | $2.82M | 0.53% | +21,872+167.1% | Added |
| FAI Wealth Management | 35,221 | $2.84M | 2.58% | +1,132+3.3% | Added |