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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Community Trust & Investment Co | 35,228 | $2.84M | 0.24% | +6,420+22.3% | Added |
| First Foundation Advisors | 35,291 | $2.85M | 0.13% | −15,287−30.2% | Reduced |
| Financial Advisory Partners, LLC | 35,404 | $2.85M | 1.13% | −76−0.2% | Reduced |
| Family Management Corp | 35,647 | $2.87M | 0.66% | +699+2.0% | Added |
| Synergy Financial Management, LLC | 35,693 | $2.88M | 0.70% | −350−1.0% | Reduced |
| VELA Investment Management, LLC | 35,843 | $2.89M | 1.31% | +10,835+43.3% | Added |
| Beach Investment Counsel Inc | 36,025 | $2.90M | 0.39% | +246+0.7% | Added |
| SFMG, LLC | 36,056 | $2.91M | 0.31% | +2,952+8.9% | Added |
| Augustine Asset Management Inc | 36,255 | $2.92M | 1.45% | −315−0.9% | Reduced |
| Financial Partners Group, LLC | 36,414 | $2.94M | 1.54% | +205+0.6% | Added |
| Core Alternative Capital | 36,474 | $2.94M | 0.39% | +24,667+208.9% | Added |
| Pettyjohn, Wood & White, Inc | 36,610 | $2.95M | 0.72% | −61−0.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 36,623 | $2.95M | 1.12% | +376+1.0% | Added |
| Meritage Portfolio Management | 36,908 | $2.98M | 0.22% | +1,278+3.6% | Added |
| Intrua Financial, LLC | 33,503 | $2.98M | 0.62% | +19,430+138.1% | Added |
| Gilman Hill Asset Management, LLC | 37,239 | $3.00M | 0.61% | +18,790+101.8% | Added |
| Transcend Wealth Collective, LLC | 37,415 | $3.02M | 0.31% | +6,206+19.9% | Added |
| Oak Asset Management, LLC | 38,130 | $3.07M | 1.33% | +682+1.8% | Added |
| Eqis Capital Management, Inc. | 38,295 | $3.09M | 0.35% | +13,633+55.3% | Added |
| Sigma Planning Corp | 38,370 | $3.09M | 0.10% | +15,614+68.6% | Added |
| Arlington Partners LLC | 38,407 | $3.10M | 0.44% | +5,152+15.5% | Added |
| Capital Insight Partners, LLC | 38,601 | $3.11M | 0.73% | +2,724+7.6% | Added |
| Demars Financial Group, LLC | 38,728 | $3.12M | 1.72% | +38,728 | New |
| DFPG Investments, LLC | 38,731 | $3.12M | 0.34% | +17,593+83.2% | Added |
| BTC Capital Management, Inc. | 38,999 | $3.13M | 0.36% | −1,165−2.9% | Reduced |
| Daymark Wealth Partners, LLC | 38,792 | $3.13M | 0.41% | +5,559+16.7% | Added |
| Bridge Creek Capital Management LLC | 39,000 | $3.14M | 1.18% | +1,100+2.9% | Added |
| Bank of Nova Scotia | 39,097 | $3.15M | 0.01% | −235−0.6% | Reduced |
| CenterBook Partners LP | 39,105 | $3.15M | 0.45% | +2,538+6.9% | Added |
| Keene & Associates, Inc. | 39,236 | $3.16M | 2.45% | +22,386+132.9% | Added |
| Silicon Valley Capital Partners | 39,604 | $3.19M | 0.67% | +2,089+5.6% | Added |
| Cutter & CO Brokerage, Inc. | 39,719 | $3.20M | 1.00% | −612−1.5% | Reduced |
| Veritable, L.P. | 39,749 | $3.20M | 0.06% | +3,723+10.3% | Added |
| Brady Family Wealth, LLC | 39,778 | $3.21M | 1.27% | +721+1.8% | Added |
| Strategy Asset Managers LLC | 39,832 | $3.21M | 0.78% | +5,051+14.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,929 | $3.22M | 0.13% | +6,081+18.0% | Added |
| Laffer Tengler Investments | 40,015 | $3.23M | 0.87% | +1,086+2.8% | Added |
| Sectoral Asset Management Inc | 40,051 | $3.23M | 0.62% | +8,500+26.9% | Added |
| FORA Capital, LLC | 40,220 | $3.24M | 0.32% | −83,660−67.5% | Reduced |
| Chartwell Investment Partners, LLC | 40,237 | $3.24M | 0.12% | −2,770−6.4% | Reduced |
| Old Second National Bank of Aurora | 40,356 | $3.25M | 0.95% | −435−1.1% | Reduced |
| RBA Wealth Management, LLC | 40,662 | $3.28M | 1.63% | +2,027+5.2% | Added |
| Puzo Michael J | 40,685 | $3.28M | 1.09% | +25,612+169.9% | Added |
| Avidian Wealth Solutions, LLC | 40,705 | $3.28M | 0.18% | +5,985+17.2% | Added |
| Argent Trust Co | 40,743 | $3.28M | 0.21% | +1,948+5.0% | Added |
| Zions Bancorporation, N.A. | 40,746 | $3.28M | 0.28% | +5,139+14.4% | Added |
| Kinloch Capital, LLC | 40,836 | $3.29M | 1.92% | −9,215−18.4% | Reduced |
| Van Hulzen Asset Management, LLC | 41,001 | $3.30M | 0.31% | +16,813+69.5% | Added |
| Proquility Private Wealth Partners, LLC | 41,336 | $3.33M | 1.32% | +25,998+169.5% | Added |
| Avantax Advisory Services, Inc. | 41,722 | $3.36M | 0.04% | +2,207+5.6% | Added |
| Stokes Capital Advisors, LLC | 41,824 | $3.37M | 1.15% | +3,349+8.7% | Added |
| SYSTM Wealth Solutions LLC | 42,034 | $3.39M | 0.52% | −22,739−35.1% | Reduced |
| Nelson Capital Management, LLC | 42,169 | $3.40M | 0.97% | +579+1.4% | Added |
| Coston, McIsaac & Partners | 42,186 | $3.40M | 1.27% | +6,882+19.5% | Added |
| Focus Financial Network, Inc. | 41,844 | $3.40M | 0.21% | +685+1.7% | Added |
| Franklin Street Advisors Inc | 42,537 | $3.43M | 0.31% | +42,537 | New |
| Teza Capital Management LLC | 42,640 | $3.44M | 0.74% | +42,640 | New |
| Fiduciary Trust Co | 42,811 | $3.45M | 0.06% | −1,139−2.6% | Reduced |
| Garland Capital Management Inc | 43,075 | $3.47M | 2.36% | +43,075 | New |
| Roberts Wealth Advisors, LLC | 43,751 | $3.48M | 1.59% | +11,370+35.1% | Added |
| Richelieu Gestion PLC | 43,443 | $3.50M | 3.16% | +411+1.0% | Added |
| Vinva Investment Management Ltd | 44,607 | $3.53M | 0.30% | +44,607 | New |
| Butensky & Cohen Financial Security, Inc | 43,904 | $3.54M | 1.28% | +1,725+4.1% | Added |
| Level Four Advisory Services, LLC | 43,959 | $3.54M | 0.23% | +7,198+19.6% | Added |
| Consolidated Planning Corp | 43,982 | $3.55M | 0.92% | +10,285+30.5% | Added |
| Stoneridge Investment Partners LLC | 44,585 | $3.59M | 1.91% | −17,350−28.0% | Reduced |
| Aigen Investment Management, LP | 44,934 | $3.62M | 0.50% | +30,262+206.3% | Added |
| TCTC Holdings, LLC | 45,180 | $3.64M | 0.15% | +73+0.2% | Added |
| CAPROCK Group, Inc. | 45,116 | $3.67M | 0.28% | +18,893+72.0% | Added |
| Achmea Investment Management B.V. | 45,708 | $3.69M | 0.11% | −4,836−9.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 45,878 | $3.70M | 0.17% | +11,698+34.2% | Added |
| Argyle Capital Management Inc. | 46,470 | $3.75M | 1.32% | +3,900+9.2% | Added |
| First Washington CORP | 46,471 | $3.75M | 1.85% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 46,782 | $3.77M | 0.54% | +468+1.0% | Added |
| Jacobs & Co | 47,069 | $3.79M | 0.47% | −1,656−3.4% | Reduced |
| Berger Financial Group, Inc | 47,193 | $3.80M | 0.46% | +499+1.1% | Added |
| Snowden Capital Advisors LLC | 47,194 | $3.80M | 0.15% | +14,166+42.9% | Added |
| Smithbridge Asset Management Inc | 47,243 | $3.81M | 0.96% | +4,255+9.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,331 | $3.82M | 0.31% | −286−0.6% | Reduced |
| Beech Hill Advisors, Inc. | 47,830 | $3.86M | 1.94% | +47,830 | New |
| Everett Harris & Co | 48,094 | $3.88M | 0.06% | −2,166−4.3% | Reduced |
| TrinityPoint Wealth, LLC | 48,393 | $3.90M | 0.84% | +17,042+54.4% | Added |
| Ancora Advisors, LLC | 48,435 | $3.90M | 0.11% | +4,219+9.5% | Added |
| Ironwood Investment Counsel, LLC | 48,457 | $3.91M | 0.93% | +5,637+13.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 48,301 | $3.91M | 0.27% | +10,638+28.2% | Added |
| BancorpSouth Bank | 48,527 | $3.91M | 0.36% | +1,276+2.7% | Added |
| NS Partners Ltd | 48,777 | $3.93M | 0.22% | −17,599−26.5% | Reduced |
| Great Lakes Advisors, LLC | 49,016 | $3.95M | 0.04% | +24,167+97.3% | Added |
| Somerville Kurt F | 49,837 | $4.02M | 0.73% | +22,389+81.6% | Added |
| Compass Wealth Management LLC | 49,993 | $4.03M | 1.28% | +10,073+25.2% | Added |
| Somerset Trust Co | 50,379 | $4.06M | 1.76% | −1,759−3.4% | Reduced |
| Rench Wealth Management, Inc. | 50,387 | $4.06M | 1.94% | +661+1.3% | Added |
| Goelzer Investment Management, Inc. | 50,786 | $4.09M | 0.36% | +50,786 | New |
| Park Avenue Securities LLC | 50,812 | $4.10M | 0.07% | +4,162+8.9% | Added |
| Needham Investment Management LLC | 51,041 | $4.11M | 0.71% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 51,050 | $4.12M | 0.09% | +756+1.5% | Added |
| Siemens Fonds Invest GmbH | 52,036 | $4.20M | 0.44% | −155−0.3% | Reduced |
| Blackhawk Capital Partners LLC. | 52,224 | $4.21M | 3.08% | +1,361+2.7% | Added |
| Intech Investment Management LLC | 52,296 | $4.22M | 0.03% | −1,209−2.3% | Reduced |
| Hall Private Wealth Advisors | 52,369 | $4.22M | 2.20% | −994−1.9% | Reduced |