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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 52,460 | $4.23M | 1.26% | +4,265+8.8% | Added |
| Intact Investment Management Inc. | 52,600 | $4.24M | 0.17% | −28,100−34.8% | Reduced |
| Pinnacle Associates Ltd | 52,951 | $4.27M | 0.09% | +8,993+20.5% | Added |
| Eliot Finkel Investment Counsel, LLC | 53,122 | $4.28M | 2.73% | −60−0.1% | Reduced |
| MAI Capital Management | 53,179 | $4.29M | 0.07% | −7,738−12.7% | Reduced |
| Kesler, Norman & Wride, LLC | 53,428 | $4.31M | 1.09% | +6,405+13.6% | Added |
| Metis Global Partners, LLC | 53,721 | $4.33M | 0.28% | +17,213+47.1% | Added |
| Kingsview Wealth Management, LLC | 53,885 | $4.34M | 0.18% | −7,266−11.9% | Reduced |
| O'Brien Greene & Co. Inc | 53,966 | $4.35M | 1.63% | +678+1.3% | Added |
| Romano Brothers and Company | 54,111 | $4.36M | 0.67% | −7,792−12.6% | Reduced |
| Bogart Wealth, LLC | 54,452 | $4.39M | 0.29% | +7,454+15.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 54,711 | $4.39M | 0.93% | −33,519−38.0% | Reduced |
| Palisade Asset Management, LLC | 54,608 | $4.40M | 0.54% | +17,486+47.1% | Added |
| Independent Advisor Alliance | 54,739 | $4.41M | 0.21% | +1,717+3.2% | Added |
| Ally Financial Inc. | 55,000 | $4.43M | 0.66% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 55,151 | $4.45M | 0.64% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 243,877 | $4.45M | 0.65% | +206,948+560.4% | Added |
| Appleton Partners Inc | 55,470 | $4.47M | 0.40% | −5,581−9.1% | Reduced |
| CCLA Investment Management Ltd | 55,622 | $4.48M | 0.09% | −783,284−93.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.48M | 0.23% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 55,942 | $4.51M | 0.02% | +537+1.0% | Added |
| Anchor Investment Management, LLC | 56,006 | $4.52M | 0.61% | +5,558+11.0% | Added |
| Ieq Capital, LLC | 56,016 | $4.52M | 0.10% | +17,999+47.3% | Added |
| Providence Capital Advisors, LLC | 56,100 | $4.52M | 1.20% | +8,500+17.9% | Added |
| Headinvest, LLC | 56,143 | $4.53M | 0.99% | +1,025+1.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,086 | $4.60M | 1.04% | 00.0% | Unchanged |
| Round Hill Asset Management | 57,341 | $4.62M | 2.88% | −1,625−2.8% | Reduced |
| Quantinno Capital Management LP | 57,372 | $4.63M | 0.31% | +48,389+538.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 57,717 | $4.65M | 0.01% | +14,685+34.1% | Added |
| Prudential PLC | 57,762 | $4.66M | 0.05% | +105+0.2% | Added |
| Perennial Advisors, LLC | 57,930 | $4.67M | 1.34% | +2,173+3.9% | Added |
| Regions Financial Corp | 58,253 | $4.70M | 0.04% | +149+0.3% | Added |
| Toth Financial Advisory Corp | 58,520 | $4.72M | 0.74% | −1,954−3.2% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $4.76M | 1.16% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 61,314 | $4.76M | 1.01% | 00.0% | Unchanged |
| Cardinal Capital Management | 58,837 | $4.78M | 0.99% | +2,360+4.2% | Added |
| Bleakley Financial Group, LLC | 59,486 | $4.80M | 0.16% | +7,202+13.8% | Added |
| Metropolitan Life Insurance Co | 59,496 | $4.80M | 0.25% | −17,382−22.6% | Reduced |
| Advisory Services Network, LLC | 59,749 | $4.82M | 0.13% | +3,345+5.9% | Added |
| Camden National Bank | 60,408 | $4.87M | 0.99% | +2,695+4.7% | Added |
| Poehling Capital Management, LLC | 60,561 | $4.88M | 1.65% | +2,738+4.7% | Added |
| Geneos Wealth Management Inc. | 60,894 | $4.91M | 0.30% | +54,221+812.5% | Added |
| Consolidated Investment Group LLC | 61,100 | $4.93M | 0.96% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 61,371 | $4.95M | 0.30% | +8,304+15.6% | Added |
| New Mexico Educational Retirement Board | 61,487 | $4.96M | 0.25% | −2,000−3.2% | Reduced |
| Valley National Advisers Inc | 55,747 | $5.00M | 0.88% | +1,635+3.0% | Added |
| JB Capital LLC | 62,153 | $5.01M | 0.46% | +1,748+2.9% | Added |
| Cheviot Value Management, LLC | 62,289 | $5.02M | 1.21% | +11,273+22.1% | Added |
| Inlet Private Wealth, LLC | 62,584 | $5.05M | 1.31% | +3,775+6.4% | Added |
| Highland Capital Management, LLC | 62,671 | $5.05M | 0.37% | −147−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 62,815 | $5.06M | 0.24% | +42,342+206.8% | Added |
| Vance Wealth, Inc. | 62,590 | $5.09M | 2.73% | −258−0.4% | Reduced |
| Financial & Tax Architects, LLC | 63,166 | $5.09M | 1.68% | +1,493+2.4% | Added |
| Simplex Trading, LLC | 63,778 | $5.14M | 0.23% | −109,727−63.2% | Reduced |
| Advocate Group LLC | 63,820 | $5.15M | 1.12% | +12,072+23.3% | Added |
| Brookstone Capital Management | 62,725 | $5.15M | 0.10% | +3,689+6.2% | Added |
| MainStreet Investment Advisors LLC | 63,986 | $5.16M | 0.57% | +3,105+5.1% | Added |
| Sawtooth Solutions, LLC | 64,299 | $5.18M | 0.14% | +26,527+70.2% | Added |
| Alerus Financial NA | 64,529 | $5.20M | 0.46% | −80−0.1% | Reduced |
| Mar Vista Investment Partners LLC | 64,539 | $5.20M | 0.23% | 00.0% | Unchanged |
| Colony Group LLC | 64,834 | $5.23M | 0.08% | −18,905−22.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 64,937 | $5.24M | 0.60% | −962−1.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 64,968 | $5.24M | 1.83% | +7,524+13.1% | Added |
| JustInvest LLC | 65,062 | $5.25M | 0.18% | +34,146+110.4% | Added |
| Soltis Investment Advisors LLC | 65,453 | $5.28M | 0.67% | +14,616+28.8% | Added |
| American National Bank | 65,461 | $5.28M | 0.97% | −3,718−5.4% | Reduced |
| Beacon Pointe Advisors, LLC | 65,632 | $5.29M | 0.09% | +2,920+4.7% | Added |
| Addenda Capital Inc. | 65,472 | $5.31M | 0.22% | +14,145+27.6% | Added |
| Andra AP-fonden | 66,029 | $5.32M | 0.14% | −13,871−17.4% | Reduced |
| Monarch Capital Management Inc | 65,769 | $5.34M | 1.64% | +243+0.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 66,393 | $5.35M | 0.13% | +66,393 | New |
| McCollum Christoferson Group LLC | 66,590 | $5.37M | 1.66% | −1,825−2.7% | Reduced |
| Cetera Advisors LLC | 66,596 | $5.37M | 0.09% | +7,231+12.2% | Added |
| HB Wealth Management, LLC | 66,688 | $5.38M | 0.09% | +26,938+67.8% | Added |
| Atria Wealth Solutions, Inc. | 66,360 | $5.39M | 0.08% | +6,441+10.7% | Added |
| Benedict Financial Advisors Inc | 67,206 | $5.42M | 1.53% | +3,203+5.0% | Added |
| CIBC World Markets Corp | 67,265 | $5.42M | 0.09% | −88,997−57.0% | Reduced |
| Sivik Global Healthcare LLC | 67,500 | $5.44M | 2.34% | +67,500 | New |
| Ledyard National Bank | 67,764 | $5.46M | 0.63% | −4,391−6.1% | Reduced |
| Naples Global Advisors, LLC | 67,503 | $5.49M | 0.68% | +2,535+3.9% | Added |
| Running Oak Capital LLC | 68,069 | $5.49M | 1.56% | +2,659+4.1% | Added |
| JGP Wealth Management, LLC | 68,556 | $5.53M | 0.97% | +6,606+10.7% | Added |
| Valicenti Advisory Services Inc | 68,901 | $5.55M | 1.85% | −894−1.3% | Reduced |
| Trust Co of Vermont | 69,167 | $5.58M | 0.39% | +3,202+4.9% | Added |
| Murphy Pohlad Asset Management LLC | 69,632 | $5.61M | 2.33% | +580+0.8% | Added |
| Parcion Private Wealth LLC | 69,837 | $5.63M | 0.59% | +10,946+18.6% | Added |
| Mark Stevens | 70,121 | $5.65M | 0.73% | −1,929−2.7% | Reduced |
| Glenview Trust Co | 70,338 | $5.67M | 0.17% | −1,498−2.1% | Reduced |
| Tower Bridge Advisors | 70,382 | $5.67M | 0.46% | −18,980−21.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 70,466 | $5.68M | 0.14% | 00.0% | Unchanged |
| Tufton Capital Management | 70,516 | $5.68M | 1.23% | +8,936+14.5% | Added |
| Value Partners Investments Inc. | 71,072 | $5.73M | 0.47% | +20,186+39.7% | Added |
| Nomura Holdings Inc | 71,208 | $5.74M | 0.06% | +3,425+5.1% | Added |
| Berkshire Asset Management LLC | 71,384 | $5.75M | 0.36% | −796−1.1% | Reduced |
| Shelter Mutual Insurance Co | 71,396 | $5.76M | 1.60% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 71,632 | $5.77M | 0.67% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 71,884 | $5.80M | 2.32% | −387−0.5% | Reduced |
| Aperture Investors, LLC | 71,895 | $5.80M | 0.82% | +3,666+5.4% | Added |
| Martin Capital Partners, LLC | 72,139 | $5.82M | 2.42% | +21,434+42.3% | Added |
| Capital Analysts, LLC | 72,281 | $5.83M | 0.33% | +9,536+15.2% | Added |