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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 72,300 | $5.83M | 0.25% | −100.0% | Reduced |
| Linscomb & Williams, Inc. | 72,401 | $5.84M | 0.31% | +2,361+3.4% | Added |
| LVM Capital Management Ltd | 72,634 | $5.86M | 0.81% | −1,201−1.6% | Reduced |
| TCW Group Inc | 73,129 | $5.90M | 0.08% | −210,879−74.3% | Reduced |
| Pavadi Capital LLC | 73,295 | $5.91M | 6.45% | −1,978−2.6% | Reduced |
| Verity & Verity, LLC | 73,464 | $5.92M | 0.76% | +15,199+26.1% | Added |
| WealthBridge Investment Counsel Inc. | 73,475 | $5.92M | 2.62% | −185−0.3% | Reduced |
| Toroso Investments, LLC | 73,639 | $5.94M | 0.20% | +7,434+11.2% | Added |
| First Nebraska Trust Co | 73,914 | $5.96M | 0.75% | +3,655+5.2% | Added |
| Country Club Bank | 76,293 | $6.04M | 0.50% | +34,866+84.2% | Added |
| Mattern Capital Management, LLC | 75,123 | $6.06M | 1.07% | +2,184+3.0% | Added |
| Moreno Evelyn V | 75,290 | $6.07M | 1.38% | +5,402+7.7% | Added |
| Pekin Hardy Strauss, Inc. | 75,571 | $6.09M | 0.95% | +64,487+581.8% | Added |
| Chilton Investment Co LLC | 75,625 | $6.10M | 0.19% | +12,969+20.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,113 | $6.14M | 1.95% | −1,082−1.4% | Reduced |
| Alley Investment Management Company, LLC | 76,417 | $6.16M | 1.03% | +4,704+6.6% | Added |
| Cutler Investment Counsel LLC | 76,208 | $6.20M | 0.96% | +583+0.8% | Added |
| Hikari Power Ltd | 79,060 | $6.37M | 0.64% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 79,219 | $6.38M | 0.03% | −4,526−5.4% | Reduced |
| LaFleur & Godfrey LLC | 79,600 | $6.42M | 1.05% | −6,679−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 79,836 | $6.44M | 0.26% | +21,398+36.6% | Added |
| Two Point Capital Management, Inc. | 80,118 | $6.46M | 3.80% | +197+0.2% | Added |
| Oak Family Advisors, LLC | 80,119 | $6.46M | 3.18% | +21,831+37.5% | Added |
| Prospera Financial Services Inc | 80,137 | $6.46M | 0.27% | +23,608+41.8% | Added |
| United Asset Strategies, Inc. | 80,399 | $6.48M | 0.86% | +6,610+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 80,635 | $6.50M | 0.10% | +336+0.4% | Added |
| Moors & Cabot, Inc. | 81,358 | $6.56M | 0.45% | +3,680+4.7% | Added |
| Cerity Partners LLC | 80,796 | $6.61M | 0.03% | +16,211+25.1% | Added |
| Banque Cantonale Vaudoise | 82,099 | $6.62M | 0.32% | +11,230+15.8% | Added |
| Compagnie Lombard Odier SCmA | 82,532 | $6.65M | 0.17% | −33,731−29.0% | Reduced |
| Bailard, Inc. | 82,818 | $6.68M | 0.24% | +7,982+10.7% | Added |
| Mengis Capital Management, Inc. | 82,839 | $6.68M | 1.41% | +26,025+45.8% | Added |
| Allied Investment Advisors, LLC | 82,840 | $6.68M | 2.07% | +6,091+7.9% | Added |
| Cohen Klingenstein LLC | 83,100 | $6.70M | 0.31% | −5,000−5.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 83,592 | $6.74M | 0.12% | −19,727−19.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 83,878 | $6.76M | 1.25% | +12,999+18.3% | Added |
| Sio Capital Management, LLC | 84,012 | $6.77M | 3.35% | −43,988−34.4% | Reduced |
| Norinchukin Bank, The | 84,032 | $6.77M | 0.13% | +2,644+3.2% | Added |
| RPG Investment Advisory, LLC | 85,321 | $6.88M | 1.21% | +1,621+1.9% | Added |
| Brinker Capital Investments, LLC | 85,368 | $6.88M | 0.09% | +45,125+112.1% | Added |
| Orion Portfolio Solutions, LLC | 85,368 | $6.88M | 0.09% | +54,378+175.5% | Added |
| Wealthfront Advisers LLC | 86,236 | $6.95M | 0.03% | +53,522+163.6% | Added |
| Louisiana State Employees Retirement System | 86,500 | $6.97M | 0.18% | +600+0.7% | Added |
| Regal Investment Advisors LLC | 87,271 | $7.04M | 0.62% | +12,327+16.4% | Added |
| Westchester Capital Management, Inc. | 87,612 | $7.06M | 2.03% | +839+1.0% | Added |
| Sequoia Financial Advisors, LLC | 87,648 | $7.07M | 0.16% | −83,657−48.8% | Reduced |
| Skba Capital Management LLC | 87,804 | $7.08M | 1.32% | −200−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 87,938 | $7.09M | 0.23% | +104+0.1% | Added |
| Channing Capital Management, LLC | 87,959 | $7.09M | 0.23% | −32,622−27.1% | Reduced |
| Bank of Nova Scotia Trust Co | 88,280 | $7.12M | 0.78% | −551−0.6% | Reduced |
| FineMark National Bank & Trust | 88,289 | $7.12M | 0.30% | −4,239−4.6% | Reduced |
| Evexia Wealth LLC | 81,057 | $7.25M | 3.91% | +81,057 | New |
| Greystone Financial Group, LLC | 89,942 | $7.25M | 1.83% | +377+0.4% | Added |
| Cubist Systematic Strategies, LLC | 91,301 | $7.36M | 0.07% | −31,524−25.7% | Reduced |
| Marks Group Wealth Management, Inc | 91,305 | $7.36M | 0.94% | +5,298+6.2% | Added |
| ExodusPoint Capital Management, LP | 91,341 | $7.36M | 0.08% | −96,729−51.4% | Reduced |
| Kanawha Capital Management LLC | 91,453 | $7.37M | 0.71% | +8,377+10.1% | Added |
| Money Concepts Capital Corp | 91,546 | $7.43M | 0.41% | +43,005+88.6% | Added |
| Sonora Investment Management Group, LLC | 92,385 | $7.45M | 0.65% | +13,244+16.7% | Added |
| Vestmark Advisory Solutions, Inc. | 92,850 | $7.49M | 0.32% | +7,978+9.4% | Added |
| Squarepoint Ops LLC | 94,007 | $7.58M | 0.05% | −451,551−82.8% | Reduced |
| Baldwin Brothers Inc | 94,411 | $7.61M | 0.66% | −3,069−3.1% | Reduced |
| Parthenon LLC | 95,533 | $7.70M | 1.18% | +1,765+1.9% | Added |
| FDx Advisors, Inc. | 99,301 | $7.72M | 0.34% | 00.0% | Unchanged |
| Gabelli Funds LLC | 96,040 | $7.74M | 0.06% | −800−0.8% | Reduced |
| GWM Advisors LLC | 94,494 | $7.76M | 0.10% | +5,941+6.7% | Added |
| Washington Trust Co | 97,484 | $7.86M | 0.35% | +2,805+3.0% | Added |
| Massmutual Trust Co FSB | 98,191 | $7.92M | 0.30% | +12,735+14.9% | Added |
| Pallas Capital Advisors LLC | 88,524 | $7.94M | 0.74% | +24,547+38.4% | Added |
| Apriem Advisors | 98,794 | $7.96M | 1.27% | −19,027−16.1% | Reduced |
| Pacer Advisors, Inc. | 99,037 | $7.98M | 0.03% | −34,146−25.6% | Reduced |
| Gotham Asset Management, LLC | 99,221 | $8.00M | 0.19% | −991−1.0% | Reduced |
| Noesis Capital Mangement Corp | 99,919 | $8.05M | 2.04% | +2,211+2.3% | Added |
| Olstein Capital Management, L.P. | 100,000 | $8.06M | 1.26% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100,822 | $8.13M | 0.84% | +41,880+71.1% | Added |
| Motley Fool Wealth Management, LLC | 101,521 | $8.18M | 0.51% | −802−0.8% | Reduced |
| Marco Investment Management LLC | 101,754 | $8.20M | 0.92% | −175−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 101,933 | $8.22M | 0.26% | −1,059−1.0% | Reduced |
| Associated Banc-Corp | 102,149 | $8.24M | 0.33% | +10,680+11.7% | Added |
| KCM Investment Advisors LLC | 102,485 | $8.26M | 0.33% | −2,141−2.0% | Reduced |
| Synovus Financial Corp | 102,530 | $8.27M | 0.09% | +2,338+2.3% | Added |
| Oregon Public Employees Retirement Fund | 102,779 | $8.29M | 0.10% | +878+0.9% | Added |
| Huntington National Bank | 103,158 | $8.32M | 0.08% | +5,099+5.2% | Added |
| TD Private Client Wealth LLC | 104,763 | $8.45M | 0.38% | +6,670+6.8% | Added |
| Kentucky Retirement Systems | 105,174 | $8.48M | 0.31% | +709+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 105,193 | $8.48M | 0.59% | +3,178+3.1% | Added |
| Daiwa Securities Group Inc. | 105,420 | $8.50M | 0.06% | +8,006+8.2% | Added |
| AE Wealth Management LLC | 105,581 | $8.51M | 0.05% | +27,308+34.9% | Added |
| Maryland State Retirement & Pension System | 105,818 | $8.53M | 0.19% | +624+0.6% | Added |
| GAM Holding AG | 106,030 | $8.55M | 0.59% | +1,041+1.0% | Added |
| Richard Bernstein Advisors LLC | 106,145 | $8.56M | 0.18% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 107,036 | $8.63M | 0.27% | +18,684+21.1% | Added |
| Payden & Rygel | 107,500 | $8.67M | 0.51% | +106,000+7,066.7% | Added |
| Isthmus Partners, LLC | 107,624 | $8.68M | 1.22% | +7,108+7.1% | Added |
| Private Advisor Group, LLC | 108,413 | $8.74M | 0.08% | +3,107+3.0% | Added |
| Telos Capital Management, Inc. | 108,805 | $8.77M | 1.22% | +4,334+4.1% | Added |
| Stack Financial Management, Inc | 109,013 | $8.79M | 1.07% | +2,618+2.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,587 | $8.83M | 0.16% | +5,929+5.7% | Added |
| Blair William & Co | 109,986 | $8.87M | 0.04% | −27,286−19.9% | Reduced |
| Securian Asset Management, Inc | 110,127 | $8.88M | 0.24% | +857+0.8% | Added |