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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 2,865 | $231.0K | 0.02% | −100−3.4% | Reduced |
| Crane Advisory, LLC | 2,868 | $231.8K | 0.08% | +2,868 | New |
| South State Corp. | 2,875 | $231.8K | 0.02% | −1,334−31.7% | Reduced |
| David Loasby | 2,894 | $232.4K | 0.03% | +253+9.6% | Added |
| Roman Butler Fullerton & Co | 2,593 | $232.6K | 0.12% | +2,593 | New |
| Hyman Charles D | 2,888 | $233.0K | 0.02% | −108−3.6% | Reduced |
| Henry James International Management, Inc. | 2,894 | $233.3K | 0.10% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,907 | $234.4K | 0.03% | −234−7.4% | Reduced |
| Hendley & Co Inc | 2,913 | $235.0K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,939 | $236.9K | 0.06% | +2,939 | New |
| Advus Financial Partners, LLC | 2,942 | $237.2K | 0.10% | +338+13.0% | Added |
| Lantz Financial LLC | 2,956 | $238.3K | 0.10% | −50−1.7% | Reduced |
| Northeast Investment Management | 2,961 | $238.7K | 0.01% | −398−11.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,962 | $238.8K | 0.23% | −100−3.3% | Reduced |
| Talisman Wealth Advisors LLC | 2,963 | $239.0K | 0.43% | +2,963 | New |
| Alterity Financial Group, LLC | 2,967 | $239.2K | 0.35% | +231+8.4% | Added |
| Mosaic Family Wealth Partners, LLC | 2,978 | $240.1K | 0.05% | −55−1.8% | Reduced |
| Farther Finance Advisors, LLC | 2,981 | $240.3K | 0.07% | +664+28.7% | Added |
| Hurlow Wealth Management Group, Inc. | 2,983 | $240.5K | 0.11% | +3+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 3,130 | $241.5K | 0.04% | +3,130 | New |
| Allred Capital Management, LLC | 2,997 | $241.6K | 0.13% | +2,997 | New |
| Founders Financial Alliance, LLC | 3,012 | $242.8K | 0.12% | −10.0% | Reduced |
| Nilsine Partners, LLC | 3,014 | $243.0K | 0.04% | +3,014 | New |
| Opus Capital Group, LLC | 3,015 | $243.0K | 0.04% | −323−9.7% | Reduced |
| Avestar Capital, LLC | 2,995 | $243.5K | 0.05% | +2,995 | New |
| CoreFirst Bank & Trust | 3,023 | $243.7K | 0.18% | −88−2.8% | Reduced |
| First National Bank | 3,023 | $243.7K | 0.21% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,031 | $244.4K | 0.04% | +3,031 | New |
| InterOcean Capital Group, LLC | 3,033 | $244.5K | 0.01% | −1,100−26.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,013 | $244.9K | 0.01% | +84+2.9% | Added |
| Arthur M. Cohen & Associates, LLC | 3,050 | $245.9K | 0.07% | +3,050 | New |
| Ogorek Anthony Joseph | 3,058 | $246.0K | 0.10% | 00.0% | Unchanged |
| NBW Capital LLC | 3,052 | $246.1K | 0.06% | +3,052 | New |
| Centurion Wealth Management LLC | 3,054 | $246.2K | 0.13% | +123+4.2% | Added |
| Excalibur Management Corp | 3,058 | $246.5K | 0.13% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,061 | $246.8K | 0.03% | +3,061 | New |
| DGS Capital Management, LLC | 3,067 | $247.3K | 0.14% | +469+18.1% | Added |
| Capital Advisors, Ltd. LLC | 3,090 | $249.0K | 0.04% | +49+1.6% | Added |
| Pinnacle Bancorp, Inc. | 3,102 | $250.1K | 0.09% | +868+38.9% | Added |
| Canton Hathaway, LLC | 3,112 | $251.0K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 3,140 | $253.1K | 0.09% | +3,140 | New |
| MidWestOne Financial Group, Inc. | 3,140 | $253.1K | 0.06% | +3,140 | New |
| Laidlaw Wealth Management LLC | 3,142 | $253.3K | 0.05% | +525+20.1% | Added |
| First Citizens Bank & Trust Co | 3,143 | $253.4K | 0.01% | −948−23.2% | Reduced |
| Meeder Asset Management Inc | 3,143 | $253.4K | 0.02% | −265−7.8% | Reduced |
| Marex Group plc | 3,146 | $253.6K | 0.03% | +3,146 | New |
| Guardian Wealth Advisors, LLC | 3,146 | $253.7K | 0.20% | +3,146 | New |
| Zullo Investment Group, Inc. | 3,150 | $254.0K | 0.16% | +2+0.1% | Added |
| Tempus Wealth Planning, LLC | 3,169 | $255.5K | 0.12% | +580+22.4% | Added |
| Delta Financial Group, Inc. | 3,171 | $256.0K | 0.10% | −55−1.7% | Reduced |
| Evermay Wealth Management LLC | 3,151 | $256.0K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,202 | $258.1K | 0.01% | −47−1.4% | Reduced |
| Good Life Advisors, LLC | 3,210 | $258.9K | 0.03% | +223+7.5% | Added |
| Thrive Capital Management, LLC | 3,277 | $259.5K | 0.16% | +66+2.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,219 | $259.5K | 0.21% | +3,219 | New |
| Drive Wealth Management, LLC | 3,213 | $261.2K | 0.11% | +3,213 | New |
| CFM Wealth Partners LLC | 3,249 | $261.9K | 0.07% | +3,249 | New |
| SageView Advisory Group, LLC | 3,251 | $262.1K | 0.02% | +265+8.9% | Added |
| Cohen & Steers, Inc. | 3,262 | $263.0K | 0.00% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 3,267 | $263.4K | 0.18% | −415−11.3% | Reduced |
| Fosun International Ltd | 3,280 | $264.4K | 0.02% | −400−10.9% | Reduced |
| Dorchester Wealth Management Co | 3,283 | $264.7K | 0.05% | +164+5.3% | Added |
| Forefront Analytics, LLC | 3,284 | $264.7K | 0.14% | −305−8.5% | Reduced |
| Allstate Corp | 3,298 | $265.9K | 0.02% | −53,026−94.1% | Reduced |
| Alpha Family Trust | 3,320 | $267.7K | 0.21% | +3,320 | New |
| Court Place Advisors, LLC | 3,323 | $267.9K | 0.10% | −778−19.0% | Reduced |
| Successful Portfolios LLC | 3,325 | $268.1K | 0.17% | +177+5.6% | Added |
| Sage Mountain Advisors LLC | 3,325 | $268.1K | 0.04% | +3,325 | New |
| TD Ameritrade Investment Management, LLC | 3,341 | $269.0K | 0.00% | −1,132−25.3% | Reduced |
| Keudell/Morrison Wealth Management | 3,343 | $269.5K | 0.08% | −144−4.1% | Reduced |
| V-Square Quantitative Management LLC | 3,348 | $269.9K | 0.25% | +3,348 | New |
| Fort, L.P. | 3,362 | $271.0K | 0.70% | −1,092−24.5% | Reduced |
| Blueprint Investment Partners LLC | 3,370 | $271.7K | 0.06% | +3,370 | New |
| Insight Folios Inc | 3,376 | $272.2K | 0.12% | +146+4.5% | Added |
| Trust Co | 3,378 | $272.3K | 0.04% | +2,390+241.9% | Added |
| Revisor Wealth Management LLC | 3,407 | $274.7K | 0.25% | +3,407 | New |
| Covenant Partners, LLC | 3,411 | $275.0K | 0.11% | −1,032−23.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,408 | $277.1K | 0.09% | −79−2.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,441 | $277.4K | 0.28% | +700+25.5% | Added |
| Keebeck Wealth Management, LLC | 3,429 | $278.8K | 0.04% | −836−19.6% | Reduced |
| D.B. Root & Company, LLC | 3,481 | $280.6K | 0.11% | +423+13.8% | Added |
| Verity Asset Management, Inc. | 3,495 | $281.8K | 0.17% | +3,495 | New |
| InTrack Investment Management Inc | 3,546 | $281.8K | 0.26% | 00.0% | Unchanged |
| Change Path, LLC | 3,499 | $282.0K | 0.01% | +86+2.5% | Added |
| Alta Advisers Ltd | 3,500 | $282.2K | 0.17% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 3,503 | $282.4K | 0.28% | −100−2.8% | Reduced |
| Maple Capital Management, Inc. | 3,514 | $283.3K | 0.03% | −309−8.1% | Reduced |
| Aviance Capital Partners, LLC | 3,518 | $283.6K | 0.06% | +48+1.4% | Added |
| Jeppson Wealth Management, LLC | 3,520 | $283.8K | 0.12% | +15+0.4% | Added |
| Summit Financial Strategies, Inc. | 3,540 | $285.4K | 0.06% | +100+2.9% | Added |
| Gratus Capital LLC | 3,540 | $285.4K | 0.02% | +379+12.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,550 | $286.2K | 0.17% | −1,100−23.7% | Reduced |
| BLB&B Advisors, LLC | 3,551 | $286.3K | 0.02% | −1,291−26.7% | Reduced |
| Simmons Bank | 3,553 | $286.4K | 0.02% | −573−13.9% | Reduced |
| Kolinsky Wealth Management, LLC | 3,567 | $288.0K | 0.31% | +263+8.0% | Added |
| Tarbox Family Office, Inc. | 3,581 | $288.7K | 0.06% | 00.0% | Unchanged |
| Saiph Capital, LLC | 3,583 | $288.8K | 0.17% | +341+10.5% | Added |
| Meridian Wealth Management, LLC | 3,595 | $289.8K | 0.03% | −2,547−41.5% | Reduced |
| Edgestream Partners, L.P. | 3,599 | $290.2K | 0.03% | −54,380−93.8% | Reduced |
| WealthPLAN Partners, LLC | 3,599 | $290.2K | 0.03% | −26,771−88.1% | Reduced |