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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 2,150 | $173.3K | 0.05% | +2,150 | New |
| Salem Investment Counselors Inc | 2,138 | $173.8K | 0.01% | +635+42.2% | Added |
| Cape Investment Advisory, Inc. | 2,168 | $174.8K | 0.11% | +2,168 | New |
| Smithfield Trust Co | 2,238 | $179.0K | 0.01% | −2,059−47.9% | Reduced |
| Loomis Sayles & Co L P | 2,251 | $181.0K | 0.00% | +3+0.1% | Added |
| Pacifica Partners Inc. | 2,278 | $182.1K | 0.11% | +10.0% | Added |
| Quent Capital, LLC | 2,265 | $182.3K | 0.03% | +45+2.0% | Added |
| Knights of Columbus Asset Advisors LLC | 2,328 | $187.7K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,337 | $188.4K | 0.06% | +2,337 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,338 | $188.5K | 0.09% | +5+0.2% | Added |
| Concord Wealth Partners | 2,364 | $190.6K | 0.05% | −1,381−36.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,377 | $191.6K | 0.00% | −2,075−46.6% | Reduced |
| First Personal Financial Services | 2,388 | $192.5K | 0.05% | −724−23.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,485 | $200.3K | 0.01% | +2,485 | New |
| Davy Global Fund Management Ltd | 2,490 | $200.7K | 0.04% | +2,490 | New |
| Madden Securities Corp | 2,500 | $201.6K | 0.11% | +135+5.7% | Added |
| Coastwise Capital Group, LLC | 2,500 | $201.6K | 0.23% | +2,500 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,503 | $201.8K | 0.17% | +13+0.5% | Added |
| Univest Financial Corp | 2,505 | $202.0K | 0.06% | +2,505 | New |
| Bank of New Hampshire | 2,507 | $202.1K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,382 | $202.2K | 0.05% | +2,382 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,558 | $202.6K | 0.05% | −1,146−30.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,513 | $202.6K | 0.05% | −795−24.0% | Reduced |
| Financial Management Professionals, Inc. | 2,524 | $203.0K | 0.04% | +2,320+1,137.3% | Added |
| Blueshift Asset Management, LLC | 2,520 | $203.2K | 0.08% | −4,019−61.5% | Reduced |
| Baron Wealth Management LLC | 2,524 | $203.5K | 0.14% | +2,524 | New |
| Chapin Davis, Inc. | 2,542 | $204.9K | 0.11% | +2,542 | New |
| Compass Ion Advisors, LLC | 2,544 | $205.1K | 0.05% | +2,544 | New |
| LPWM LLC | 2,545 | $205.2K | 0.10% | −883−25.8% | Reduced |
| Balboa Wealth Partners | 2,546 | $205.2K | 0.08% | +2,546 | New |
| MAS Advisors LLC | 2,546 | $205.3K | 0.20% | +2,546 | New |
| Benchmark Investment Advisors LLC | 2,548 | $205.4K | 0.21% | −388−13.2% | Reduced |
| Apeiron RIA LLC | 2,553 | $205.8K | 0.07% | +2,553 | New |
| Wayfinding Financial, LLC | 2,536 | $206.0K | 0.16% | +2,536 | New |
| Northstar Group, Inc. | 2,556 | $206.1K | 0.05% | +2,556 | New |
| 360 Financial, Inc. | 2,557 | $206.1K | 0.11% | −329−11.4% | Reduced |
| Addison Advisors LLC | 2,564 | $206.7K | 0.12% | +279+12.2% | Added |
| Innova Wealth Partners | 2,565 | $206.8K | 0.18% | +2,565 | New |
| Crestwood Advisors Group LLC | 2,579 | $207.9K | 0.01% | −45−1.7% | Reduced |
| Fortress Wealth Group, LLC | 2,587 | $208.6K | 0.15% | +2,587 | New |
| Jackson Hole Capital Partners, LLC | 2,588 | $208.6K | 0.06% | +2,588 | New |
| Silvia McColl Wealth Management, LLC | 2,589 | $208.7K | 0.21% | −4−0.2% | Reduced |
| Forza Wealth Management, LLC | 2,590 | $208.8K | 0.11% | +2,590 | New |
| Visionary Wealth Advisors | 2,602 | $209.8K | 0.02% | −35−1.3% | Reduced |
| Carret Asset Management, LLC | 2,601 | $210.0K | 0.03% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 2,600 | $210.0K | 0.20% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,605 | $210.0K | 1.30% | +642+32.7% | Added |
| Aspiriant, LLC | 2,607 | $210.2K | 0.01% | +2,607 | New |
| Wedge Capital Management L L P | 2,610 | $210.4K | 0.00% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 2,611 | $210.5K | 0.08% | +2,611 | New |
| Banco Santander, S.A. | 2,613 | $210.7K | 0.00% | +2,613 | New |
| Clear Street Markets LLC | 2,612 | $211.0K | 0.06% | −2,791−51.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,614 | $212.5K | 0.04% | −21−0.8% | Reduced |
| Mayfair Advisory Group, LLC | 2,636 | $212.8K | 0.23% | +2,636 | New |
| Y-Intercept (Hong Kong) Ltd | 2,639 | $212.8K | 0.02% | −5,914−69.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,640 | $212.8K | 0.17% | +2,640 | New |
| J. W. Coons Advisors, LLC | 2,645 | $213.2K | 0.06% | −100−3.6% | Reduced |
| Stanley-Laman Group, Ltd. | 2,654 | $214.0K | 0.04% | +2,654 | New |
| Retirement Planning Group | 2,657 | $214.2K | 0.02% | +2,657 | New |
| Carr Financial Group Corp | 2,641 | $214.7K | 0.09% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 2,663 | $214.7K | 0.14% | +2,663 | New |
| Private Advisory Group LLC | 2,664 | $214.8K | 0.05% | −160−5.7% | Reduced |
| Aull & Monroe Investment Management Corp | 2,664 | $214.8K | 0.11% | −142−5.1% | Reduced |
| Endurance Wealth Management, Inc. | 2,661 | $215.0K | 0.03% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,669 | $215.2K | 0.12% | +2,669 | New |
| ASB Consultores, LLC | 2,678 | $215.9K | 0.09% | −1,721−39.1% | Reduced |
| River Wealth Advisors LLC | 2,683 | $216.3K | 0.04% | +2,683 | New |
| Ssi Investment Management LLC | 2,687 | $216.6K | 0.02% | −505−15.8% | Reduced |
| Journey Advisory Group, LLC | 2,698 | $217.5K | 0.03% | −728−21.2% | Reduced |
| Sky Investment Group LLC | 2,700 | $217.7K | 0.05% | −71−2.6% | Reduced |
| Powell Investment Advisors, LLC | 2,693 | $218.9K | 0.12% | +22+0.8% | Added |
| Westshore Wealth, LLC | 2,717 | $219.0K | 0.12% | +136+5.3% | Added |
| White Lighthouse Investment Management Inc. | 2,718 | $219.1K | 0.06% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,727 | $219.9K | 0.05% | +100+3.8% | Added |
| Pegasus Partners Ltd. | 2,729 | $220.0K | 0.03% | +2,729 | New |
| Principal Street Partners, LLC | 2,709 | $220.2K | 0.06% | +2,709 | New |
| Blossom Wealth Management | 2,741 | $221.0K | 0.90% | +2,741 | New |
| Northwest Wealth Management, LLC | 2,745 | $221.3K | 0.08% | +2,745 | New |
| Lion Street Advisors, LLC | 2,748 | $221.6K | 0.07% | −875−24.2% | Reduced |
| Hexagon Capital Partners LLC | 2,758 | $222.3K | 0.06% | +142+5.4% | Added |
| American Investment Services, Inc. | 2,868 | $222.9K | 0.05% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,753 | $223.8K | 0.05% | +41+1.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,779 | $224.0K | 0.18% | +474+20.6% | Added |
| Relyea Zuckerberg Hanson LLC | 2,781 | $224.2K | 0.05% | +2,781 | New |
| Beaton Management Co. Inc. | 2,790 | $225.0K | 0.15% | −87−3.0% | Reduced |
| Wealth Management Associates, Inc. | 2,793 | $225.2K | 0.14% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,523 | $225.2K | 0.10% | −30−1.2% | Reduced |
| Middleton & Co Inc | 2,800 | $225.7K | 0.03% | −750−21.1% | Reduced |
| Fulcrum Capital LLC | 2,800 | $225.7K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,823 | $227.6K | 0.06% | −562−16.6% | Reduced |
| Boyar Asset Management Inc. | 2,823 | $227.6K | 0.18% | +2,823 | New |
| Keating Investment Counselors Inc | 2,825 | $227.8K | 0.09% | −1,200−29.8% | Reduced |
| Old North State Trust, LLC | 2,834 | $228.0K | 0.16% | +183+6.9% | Added |
| Sage Private Wealth Group, LLC | 2,828 | $228.1K | 0.26% | +2,828 | New |
| United Community Bank | 2,835 | $228.6K | 0.22% | +1,855+189.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,838 | $228.9K | 0.06% | +16+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 2,839 | $229.0K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,817 | $229.0K | 0.20% | −2−0.1% | Reduced |
| Lumature Wealth Partners, LLC | 2,842 | $229.1K | 0.13% | +165+6.2% | Added |
| Perritt Capital Management Inc | 2,860 | $230.6K | 0.13% | −128−4.3% | Reduced |