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 |
|---|---|---|---|---|---|
| Profit Investment Management, LLC | 3,601 | $290.3K | 0.19% | −729−16.8% | Reduced |
| Quantum Private Wealth, LLC | 3,601 | $290.3K | 0.16% | −341−8.7% | Reduced |
| Ropes Wealth Advisors LLC | 3,607 | $290.8K | 0.05% | −374−9.4% | Reduced |
| jvl associates llc | 3,609 | $291.0K | 0.15% | +139+4.0% | Added |
| Samalin Investment Counsel, LLC | 3,618 | $291.7K | 0.18% | −193−5.1% | Reduced |
| BMS Financial Advisors, LLC | 3,620 | $291.8K | 0.20% | +398+12.4% | Added |
| Stokes Family Office, LLC | 3,626 | $292.3K | 0.04% | +3,626 | New |
| Mather Group, LLC. | 3,653 | $294.5K | 0.01% | −7,102−66.0% | Reduced |
| Fortis Capital Advisors, LLC | 3,655 | $294.7K | 0.16% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 3,676 | $296.4K | 0.03% | +700+23.5% | Added |
| Summit X, LLC | 3,687 | $297.3K | 0.08% | +3,687 | New |
| Renasant Bank | 3,695 | $297.9K | 0.23% | +287+8.4% | Added |
| Capital Planning Advisors, LLC | 3,699 | $298.2K | 0.06% | +653+21.4% | Added |
| Smith Shellnut Wilson LLC | 3,713 | $299.3K | 0.18% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,719 | $299.8K | 0.03% | +3,719 | New |
| Mark Sheptoff Financial Planning, LLC | 3,719 | $299.8K | 0.17% | −149−3.9% | Reduced |
| E Fund Management Co., Ltd. | 3,735 | $301.0K | 0.02% | −183−4.7% | Reduced |
| LGT Financial Advisors LLC | 3,745 | $301.9K | 0.56% | +3,745 | New |
| Vigilant Capital Management, LLC | 3,759 | $303.0K | 0.02% | −1,003−21.1% | Reduced |
| 1776 Wealth LLC | 3,778 | $304.6K | 0.18% | +49+1.3% | Added |
| Guyasuta Investment Advisors Inc | 3,782 | $304.9K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,787 | $305.3K | 0.23% | −73−1.9% | Reduced |
| Versor Investments LP | 3,800 | $306.4K | 0.04% | −17,700−82.3% | Reduced |
| Leverty Financial Group, LLC | 3,806 | $306.8K | 0.24% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,822 | $308.1K | 0.04% | +1,035+37.1% | Added |
| Raab & Moskowitz Asset Management LLC | 3,824 | $308.3K | 0.11% | −1,749−31.4% | Reduced |
| NinePointTwo Capital | 3,841 | $309.0K | 0.12% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,837 | $309.3K | 0.02% | −214−5.3% | Reduced |
| First Interstate Bank | 3,847 | $310.1K | 0.02% | −1,298−25.2% | Reduced |
| Accurate Wealth Management, LLC | 3,943 | $316.4K | 0.11% | +531+15.6% | Added |
| Keel Point, LLC | 3,940 | $317.6K | 0.05% | +251+6.8% | Added |
| Marino, Stram & Associates LLC | 3,965 | $319.7K | 0.10% | +577+17.0% | Added |
| Peoples Bank | 3,986 | $321.4K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,586 | $321.6K | 0.02% | +45+1.3% | Added |
| Patriot Investment Management Inc. | 3,991 | $321.8K | 0.03% | −455−10.2% | Reduced |
| Royal Capital Wealth Management, LLC | 3,993 | $322.0K | 0.32% | −466−10.5% | Reduced |
| MBA Advisors LLC | 3,995 | $322.1K | 0.20% | +3,995 | New |
| AlphaCentric Advisors LLC | 4,000 | $322.5K | 0.22% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $322.5K | 0.10% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,006 | $323.0K | 0.07% | −2,424−37.7% | Reduced |
| 9258 Wealth Management, LLC | 4,010 | $323.3K | 0.07% | +284+7.6% | Added |
| True North Advisors, LLC | 4,015 | $323.7K | 0.10% | −1,514−27.4% | Reduced |
| Silverlake Wealth Management LLC | 4,016 | $323.7K | 0.20% | +204+5.4% | Added |
| Catalyst Financial Partners LLC | 4,038 | $325.5K | 0.14% | +619+18.1% | Added |
| Aries Wealth Management | 4,044 | $326.0K | 0.13% | −15−0.4% | Reduced |
| Riverbridge Partners LLC | 4,061 | $327.4K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,085 | $329.3K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,095 | $330.1K | 0.10% | +4,095 | New |
| Wallace Advisory Group, LLC | 4,097 | $330.3K | 0.25% | +4,097 | New |
| Hall Capital Management Co Inc | 4,106 | $331.0K | 0.20% | −310−7.0% | Reduced |
| Alethea Capital Management, LLC | 4,150 | $334.6K | 0.35% | +650+18.6% | Added |
| Wrapmanager Inc | 4,162 | $335.5K | 0.10% | +1,243+42.6% | Added |
| VeraBank, N.A. | 4,176 | $336.7K | 0.16% | −1,739−29.4% | Reduced |
| First Light Asset Management, LLC | 4,188 | $337.6K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,191 | $337.9K | 0.05% | +658+18.6% | Added |
| Nwam LLC | 4,193 | $338.0K | 0.03% | −1,102−20.8% | Reduced |
| West Family Investments, Inc. | 4,200 | $338.6K | 0.13% | +4,200 | New |
| Wealth Management Solutions, LLC | 4,210 | $339.4K | 0.20% | −122−2.8% | Reduced |
| Delphia (USA) Inc. | 4,231 | $341.1K | 0.42% | −1,777−29.6% | Reduced |
| Signet Financial Management, LLC | 4,233 | $341.3K | 0.06% | −20.0% | Reduced |
| KG&L Capital Management,LLC | 4,247 | $342.4K | 0.18% | +139+3.4% | Added |
| Twin Lakes Capital Management, LLC | 4,264 | $343.7K | 0.26% | +12+0.3% | Added |
| BOS Asset Management, LLC | 4,268 | $344.1K | 0.29% | +101+2.4% | Added |
| Lebenthal Global Advisors, LLC | 4,273 | $344.5K | 0.11% | +90+2.2% | Added |
| Ellevest, Inc. | 4,277 | $344.8K | 0.03% | +2,783+186.3% | Added |
| Arden Trust Co | 4,276 | $345.0K | 0.06% | +1,229+40.3% | Added |
| Cypress Wealth Services, LLC | 4,288 | $345.7K | 0.10% | −222−4.9% | Reduced |
| SRB Corp | 4,296 | $346.3K | 0.02% | −1,293−23.1% | Reduced |
| Hedges Asset Management LLC | 4,340 | $349.9K | 0.30% | −1,560−26.4% | Reduced |
| Holistic Financial Partners | 4,341 | $350.0K | 0.27% | +631+17.0% | Added |
| Cable Hill Partners, LLC | 4,310 | $350.4K | 0.06% | +4,310 | New |
| Peoples Financial Services Corp. | 4,351 | $350.8K | 0.16% | 00.0% | Unchanged |
| Truadvice, LLC | 3,880 | $352.9K | 0.14% | +3,880 | New |
| Indiana Trust & Investment Management CO | 4,386 | $353.6K | 0.19% | 00.0% | Unchanged |
| Washington Trust Bank | 4,387 | $353.7K | 0.04% | −1,710−28.0% | Reduced |
| Caldwell Trust Co | 4,407 | $355.3K | 0.05% | +161+3.8% | Added |
| Center For Asset Management LLC | 4,414 | $355.9K | 0.35% | +20.0% | Added |
| Virtu Financial LLC | 4,422 | $356.0K | 0.04% | −14,581−76.7% | Reduced |
| Buckingham Strategic Partners | 4,419 | $356.3K | 0.02% | +518+13.3% | Added |
| Truvestments Capital LLC | 4,442 | $358.1K | 0.19% | −3,412−43.4% | Reduced |
| Resurgent Financial Advisors LLC | 4,453 | $359.0K | 0.24% | −409−8.4% | Reduced |
| CFO4Life Group, LLC | 4,454 | $359.1K | 0.08% | +1,039+30.4% | Added |
| Schmidt P J Investment Management Inc | 3,930 | $359.1K | 0.08% | −502−11.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,471 | $360.5K | 0.18% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,480 | $361.2K | 0.07% | +1,276+39.8% | Added |
| Eudaimonia Partners, LLC | 4,483 | $361.4K | 0.09% | −476−9.6% | Reduced |
| New Jersey Better Educational Savings Trust | 4,510 | $363.6K | 0.98% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,531 | $365.0K | 0.34% | +1,881+71.0% | Added |
| Greenwood Capital Associates LLC | 4,532 | $365.4K | 0.05% | −383−7.8% | Reduced |
| SPC Financial, Inc. | 4,559 | $367.5K | 0.04% | +4,559 | New |
| Adviser Investments LLC | 4,568 | $368.3K | 0.01% | −507−10.0% | Reduced |
| Ambassador Advisors, LLC | 4,140 | $368.5K | 0.08% | +4,140 | New |
| Cedar Brook Financial Partners, LLC | 4,572 | $368.6K | 0.09% | +539+13.4% | Added |
| Ipswich Investment Management Co., Inc. | 4,576 | $368.9K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4,586 | $369.7K | 0.24% | +400+9.6% | Added |
| Kistler-Tiffany Companies, LLC | 4,613 | $371.9K | 0.07% | +54+1.2% | Added |
| Woodward Diversified Capital, LLC | 4,651 | $375.0K | 0.29% | +10+0.2% | Added |
| Seelaus Asset Management LLC | 4,603 | $376.0K | 0.28% | +1,853+67.4% | Added |
| Thoroughbred Financial Services, LLC | 4,695 | $378.0K | 0.06% | −1,155−19.7% | Reduced |
| Parkside Investments, LLC | 4,694 | $378.4K | 0.07% | +4,694 | New |