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
- 2,001
- +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
- 994 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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 381 | $30.7K | 0.02% | +381 | New |
| Certified Advisory Corp | 384 | $30.9K | 0.01% | +384 | New |
| Global Financial Private Client, LLC | 389 | $31.0K | 0.02% | +195+100.5% | Added |
| Rocky Mountain Advisers, LLC | 400 | $32.0K | 0.02% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $32.0K | 0.01% | +150+60.0% | Added |
| Community Bank, N.A. | 400 | $32.2K | 0.00% | −100−20.0% | Reduced |
| Avalon Trust Co | 400 | $32.2K | 0.00% | +400 | New |
| Tucker Asset Management LLC | 401 | $32.3K | 0.01% | +35+9.6% | Added |
| Beacon Capital Management, LLC | 402 | $32.4K | 0.01% | −8−2.0% | Reduced |
| Norwood Financial Corp | 425 | $34.3K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 459 | $37.0K | 0.01% | +459 | New |
| Syverson Strege & Co | 474 | $38.2K | 0.02% | +133+39.0% | Added |
| Castleark Management LLC | 480 | $38.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 491 | $39.6K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 501 | $40.0K | 0.00% | −24−4.6% | Reduced |
| Pin Oak Investment Advisors Inc | 509 | $41.0K | 0.05% | 00.0% | Unchanged |
| Lansing Street Advisors | 513 | $41.4K | 0.03% | −23−4.3% | Reduced |
| Carmel Capital Partners, LLC | 550 | $44.3K | 0.03% | +550 | New |
| Strategic Investment Solutions, Inc. | 578 | $46.6K | 0.01% | +578 | New |
| First Financial Corp | 582 | $46.9K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 586 | $47.2K | 0.02% | +12+2.1% | Added |
| Clear Investment Research, LLC | 600 | $48.4K | 0.08% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 601 | $48.5K | 0.02% | +300+99.7% | Added |
| Horrell Capital Management, Inc. | 620 | $50.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 651 | $52.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 654 | $52.8K | 0.01% | +1+0.2% | Added |
| Earnest Partners LLC | 657 | $53.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 663 | $53.0K | 0.02% | +6+0.9% | Added |
| Motco | 684 | $55.1K | 0.00% | −103−13.1% | Reduced |
| MCF Advisors LLC | 693 | $55.8K | 0.01% | −1−0.1% | Reduced |
| America First Investment Advisors, LLC | 695 | $56.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 696 | $56.1K | 0.05% | −2,600−78.9% | Reduced |
| Kelly Financial Services LLC | 700 | $56.4K | 0.03% | +33+4.9% | Added |
| Studio Investment Management LLC | 704 | $57.1K | 0.02% | +589+512.2% | Added |
| First Community Trust NA | 722 | $58.2K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 774 | $62.4K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 774 | $62.4K | 0.01% | −428−35.6% | Reduced |
| BDO Wealth Advisors, LLC | 774 | $62.4K | 0.01% | −116−13.0% | Reduced |
| Atwood & Palmer Inc | 775 | $62.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 793 | $63.9K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 807 | $65.1K | 0.06% | +59+7.9% | Added |
| JFS Wealth Advisors, LLC | 811 | $65.4K | 0.01% | −56−6.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 812 | $65.5K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 835 | $67.0K | 0.05% | +313+60.0% | Added |
| PSI Advisors, LLC | 851 | $68.6K | 0.03% | −124−12.7% | Reduced |
| Colonial Trust Advisors | 863 | $69.6K | 0.01% | −107−11.0% | Reduced |
| Optimum Investment Advisors | 950 | $76.6K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 970 | $78.2K | 0.03% | −128−11.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 965 | $78.4K | 0.01% | +344+55.4% | Added |
| PFG Private Wealth Management, LLC | 979 | $78.9K | 0.05% | +226+30.0% | Added |
| Key Financial Inc | 992 | $80.0K | 0.03% | −441−30.8% | Reduced |
| Crewe Advisors LLC | 1,063 | $85.7K | 0.01% | −376−26.1% | Reduced |
| Bell Investment Advisors, Inc | 1,084 | $87.4K | 0.02% | +323+42.4% | Added |
| WR Wealth Planners, LLC | 1,085 | $87.5K | 0.04% | +1,081+27,025.0% | Added |
| Dougherty Wealth Advisers LLC | 1,100 | $88.7K | 0.13% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,100 | $88.7K | 0.06% | +1,100 | New |
| Acima Private Wealth, LLC | 1,125 | $90.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,152 | $92.9K | 0.01% | +865+301.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,164 | $93.8K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,170 | $94.3K | 0.01% | +1,170 | New |
| Washington Trust Advisors, Inc. | 1,170 | $94.3K | 0.01% | +153+15.0% | Added |
| Aspire Private Capital, LLC | 1,170 | $94.4K | 0.03% | +609+108.6% | Added |
| S.A. Mason LLC | 1,212 | $97.7K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,217 | $98.1K | 0.01% | +883+264.4% | Added |
| Sunbelt Securities, Inc. | 1,359 | $107.6K | 0.02% | +1,359 | New |
| Newbridge Financial Services Group, Inc. | 1,366 | $110.1K | 0.06% | +43+3.3% | Added |
| Arrow Financial Corp | 1,384 | $111.6K | 0.01% | −250−15.3% | Reduced |
| Natixis Investment Managers International | 1,433 | $115.5K | 0.01% | +1,433 | New |
| New England Capital Financial Advisors LLC | 1,461 | $117.8K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 1,462 | $117.9K | 0.03% | +617+73.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,482 | $119.5K | 0.02% | +1,482 | New |
| HighMark Wealth Management LLC | 1,495 | $120.5K | 0.09% | +12+0.8% | Added |
| Atlantic Trust, LLC | 1,510 | $121.7K | 0.04% | −1,000−39.8% | Reduced |
| Asset Dedication, LLC | 1,539 | $124.0K | 0.01% | −8−0.5% | Reduced |
| Hoey Investments, Inc | 1,550 | $125.0K | 0.05% | −526−25.3% | Reduced |
| Eagle Bay Advisors LLC | 1,564 | $126.1K | 0.07% | +348+28.6% | Added |
| Independence Bank of Kentucky | 1,568 | $126.4K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,592 | $128.4K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,669 | $135.0K | 0.02% | +1,669 | New |
| Riverview Trust Co | 1,680 | $135.4K | 0.12% | +104+6.6% | Added |
| HHM Wealth Advisors, LLC | 1,737 | $140.0K | 0.03% | +129+8.0% | Added |
| Live Oak Investment Partners | – | $140.3K | 0.12% | – | – |
| Global Trust Asset Management, LLC | 1,743 | $140.5K | 0.07% | +782+81.4% | Added |
| Oakworth Capital, Inc. | 1,746 | $140.8K | 0.01% | −1,855−51.5% | Reduced |
| Carolinas Wealth Consulting LLC | 9,527 | $145.9K | 0.03% | +45+0.5% | Added |
| First Command Bank | 1,815 | $146.3K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,815 | $146.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,858 | $149.8K | 0.05% | +92+5.2% | Added |
| Tompkins Financial Corp | 1,884 | $151.9K | 0.02% | +1,625+627.4% | Added |
| IMA Wealth, Inc. | 1,917 | $154.5K | 0.04% | −11,914−86.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,923 | $155.0K | 0.00% | −990−34.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,933 | $155.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,932 | $157.1K | 0.01% | −17,916−90.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2,024 | $157.3K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,978 | $159.4K | 0.03% | +1,517+329.1% | Added |
| Belmont Capital, LLC | 2,000 | $161.2K | 0.13% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,001 | $161.3K | 0.06% | −50−2.4% | Reduced |
| Legacy Bridge, LLC | 2,015 | $162.4K | 0.11% | +495+32.6% | Added |
| Centerpoint Advisors, LLC | 2,032 | $164.0K | 0.07% | +414+25.6% | Added |
| Worth Asset Management, LLC | 2,125 | $171.3K | 0.13% | −160−7.0% | Reduced |