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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 4,709 | $380.0K | 0.11% | +74+1.6% | Added |
| STAR Financial Bank | 4,788 | $386.0K | 0.38% | +926+24.0% | Added |
| Boyd Watterson Asset Management LLC | 4,804 | $387.3K | 0.16% | +17+0.4% | Added |
| Northcape Wealth Management, LLC | 4,811 | $387.9K | 0.14% | +4,811 | New |
| Abacus Wealth Partners, LLC | 4,310 | $388.2K | 0.13% | +4,310 | New |
| Wealthsource Partners, LLC | 4,824 | $388.9K | 0.03% | −852−15.0% | Reduced |
| HighTower Trust Services, LTA | 5,091 | $390.6K | 0.04% | +828+19.4% | Added |
| Thomas White International Ltd | 4,856 | $391.5K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,857 | $391.6K | 0.15% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,873 | $393.0K | 0.03% | +922+23.3% | Added |
| Alpha Omega Wealth Management LLC | 4,891 | $394.3K | 0.07% | −1,153−19.1% | Reduced |
| Beta Wealth Group, Inc. | 4,900 | $395.0K | 0.23% | +500+11.4% | Added |
| Gyroscope Capital Management Group, LLC | 4,900 | $395.0K | 0.10% | +4,900 | New |
| Enterprise Financial Services Corp | 4,931 | $397.5K | 0.26% | −152−3.0% | Reduced |
| ICA Group Wealth Management, LLC | 4,958 | $399.7K | 0.10% | +43+0.9% | Added |
| Shepherd Financial Partners LLC | 4,972 | $400.7K | 0.07% | +376+8.2% | Added |
| US Asset Management LLC | 4,973 | $401.0K | 0.41% | −17−0.3% | Reduced |
| Lakewood Asset Management LLC | 4,975 | $401.1K | 0.33% | +4,975 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $403.1K | 0.42% | 00.0% | Unchanged |
| Private Capital Management, LLC | 5,000 | $403.1K | 0.05% | +1,000+25.0% | Added |
| Jupiter Wealth Management LLC | 5,000 | $403.1K | 0.37% | +5,000 | New |
| Gilbert & Cook, Inc. | 5,019 | $404.6K | 0.07% | +60+1.2% | Added |
| TCWP LLC | 5,024 | $405.0K | 0.08% | −1,354−21.2% | Reduced |
| Weatherly Asset Management L. P. | 5,019 | $408.0K | 0.05% | −621−11.0% | Reduced |
| Blue Barn Wealth, LLC | 5,071 | $408.8K | 0.25% | +5,071 | New |
| Center for Financial Planning, Inc. | 5,076 | $409.2K | 0.09% | +1,376+37.2% | Added |
| Cahill Financial Advisors Inc | 5,083 | $409.8K | 0.07% | −249−4.7% | Reduced |
| Dover Advisors, LLC | 5,041 | $409.8K | 0.39% | +194+4.0% | Added |
| Financial Insights, Inc. | 5,094 | $410.7K | 0.17% | +5,094 | New |
| Bessemer Securities LLC | 5,114 | $412.0K | 0.19% | +1,450+39.6% | Added |
| Ferguson Wellman Capital Management, Inc | 5,145 | $414.8K | 0.01% | −968−15.8% | Reduced |
| Corton Capital Inc. | 5,207 | $419.8K | 0.29% | −1,321−20.2% | Reduced |
| Paragon Financial Partners, Inc. | 5,210 | $420.0K | 0.44% | +180+3.6% | Added |
| Great Diamond Partners, LLC | 5,233 | $421.9K | 0.12% | +129+2.5% | Added |
| Ascent Group, LLC | 5,236 | $422.1K | 0.04% | +1,686+47.5% | Added |
| Capula Management Ltd | 5,278 | $425.5K | 0.04% | −58,150−91.7% | Reduced |
| First National Bank of South Miami | 5,285 | $426.1K | 0.34% | −5−0.1% | Reduced |
| LSV Asset Management | 5,300 | $427.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5,309 | $428.0K | 0.18% | +39+0.7% | Added |
| Lakeview Capital Partners, LLC | 4,819 | $429.0K | 0.13% | −82−1.7% | Reduced |
| Park Edge Advisors, LLC | 5,336 | $430.2K | 0.17% | −312−5.5% | Reduced |
| North Star Investment Management Corp. | 5,376 | $433.4K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 5,380 | $433.8K | 0.12% | +1,935+56.2% | Added |
| Ti-Trust, Inc | 5,410 | $436.2K | 0.41% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 5,413 | $436.4K | 0.28% | +429+8.6% | Added |
| Rowland & Co Investment Counsel | 5,481 | $441.9K | 0.11% | +1,420+35.0% | Added |
| SlateStone Wealth, LLC | 5,482 | $442.0K | 0.09% | −210−3.7% | Reduced |
| Athena Investment Management | 5,488 | $442.4K | 0.32% | +148+2.8% | Added |
| LWMG, LLC | 5,549 | $447.4K | 0.14% | +31+0.6% | Added |
| First Affirmative Financial Network | 5,576 | $449.5K | 0.52% | +544+10.8% | Added |
| Peak Planning Group, LLC | 5,577 | $449.6K | 0.36% | +186+3.5% | Added |
| M&R Capital Management Inc | 5,581 | $450.0K | 0.13% | −257−4.4% | Reduced |
| Leavell Investment Management, Inc. | 5,530 | $450.0K | 0.03% | +63+1.2% | Added |
| Merit Financial Group, LLC | 5,590 | $450.7K | 0.02% | −1,903−25.4% | Reduced |
| Harvey Capital Management Inc | 5,595 | $451.1K | 0.18% | −4,500−44.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,645 | $455.1K | 0.03% | +835+17.4% | Added |
| Family Legacy, Inc. | 5,664 | $456.6K | 0.20% | +8+0.1% | Added |
| Salvus Wealth Management, LLC | 5,679 | $457.8K | 0.37% | +875+18.2% | Added |
| Magnus Financial Group LLC | 5,692 | $458.9K | 0.07% | +208+3.8% | Added |
| Group One Trading, L.P. | 5,693 | $459.0K | 0.02% | −14,116−71.3% | Reduced |
| Aspen Investment Management Inc | 5,719 | $461.0K | 0.29% | −342−5.6% | Reduced |
| Abbrea Capital, LLC | 5,676 | $461.0K | 0.08% | +643+12.8% | Added |
| Congress Park Capital LLC | 5,778 | $465.8K | 0.28% | −625−9.8% | Reduced |
| IVC Wealth Advisors LLC | 5,808 | $468.2K | 0.33% | −3,854−39.9% | Reduced |
| Callan Family Office, LLC | 5,811 | $468.5K | 0.11% | +5,811 | New |
| TCI Wealth Advisors, Inc. | 5,822 | $469.4K | 0.06% | +90+1.6% | Added |
| Bond & Devick Financial Network, Inc. | 5,823 | $469.4K | 0.30% | +300+5.4% | Added |
| Centennial Bank | 5,823 | $469.5K | 0.31% | −1,456−20.0% | Reduced |
| Ameritas Advisory Services, LLC | 5,686 | $470.8K | 0.02% | −1,970−25.7% | Reduced |
| First National Advisers, LLC | 5,879 | $474.0K | 0.54% | +1,046+21.6% | Added |
| Wedmont Private Capital | 5,948 | $477.3K | 0.06% | +769+14.8% | Added |
| Richwood Investment Advisors, LLC | 5,969 | $481.2K | 0.48% | −375−5.9% | Reduced |
| Pointe Capital Management LLC | 6,014 | $484.8K | 0.35% | −516−7.9% | Reduced |
| Brookfield Asset Management Inc. | 6,017 | $485.1K | 0.00% | +6,017 | New |
| Pinnacle West Asset Management, Inc. | 6,025 | $486.0K | 0.51% | +6,025 | New |
| North Star Asset Management Inc | 6,033 | $486.4K | 0.03% | +1,149+23.5% | Added |
| Beacon Financial Advisory LLC | 6,086 | $490.6K | 0.31% | +506+9.1% | Added |
| Avantax Planning Partners, Inc. | 6,100 | $491.8K | 0.02% | −500−7.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,165 | $497.0K | 0.06% | +565+10.1% | Added |
| Westhampton Capital, LLC | 6,175 | $497.8K | 0.32% | +800+14.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,199 | $499.8K | 0.02% | +43+0.7% | Added |
| Hillman Capital Management, Inc. | 6,234 | $502.6K | 0.19% | +990+18.9% | Added |
| MONECO Advisors, LLC | 6,259 | $504.6K | 0.15% | −318−4.8% | Reduced |
| NorthRock Partners, LLC | 6,264 | $505.0K | 0.05% | +3,183+103.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,327 | $510.1K | 0.22% | +10.0% | Added |
| Mission Wealth Management, LP | 6,341 | $511.2K | 0.02% | +40+0.6% | Added |
| Vise Technologies, Inc. | 6,349 | $511.9K | 0.13% | +1,870+41.8% | Added |
| LGL Partners, LLC | 6,355 | $512.3K | 0.09% | +1,017+19.1% | Added |
| PAX Financial Group, LLC | 6,377 | $514.1K | 0.12% | −97−1.5% | Reduced |
| Flputnam Investment Management Co | 6,395 | $515.6K | 0.02% | −780−10.9% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $516.0K | 0.25% | −900−12.3% | Reduced |
| Meridian Wealth Advisors, LLC | 6,401 | $516.0K | 0.13% | +723+12.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,412 | $516.9K | 0.16% | +95+1.5% | Added |
| Mirabella Financial Services LLP | 6,420 | $517.6K | 0.11% | +3,321+107.2% | Added |
| Reuter James Wealth Management, LLC | 6,423 | $517.8K | 0.36% | −12−0.2% | Reduced |
| Burns J W & Co Inc | 6,425 | $518.0K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,437 | $519.0K | 0.04% | −25−0.4% | Reduced |
| Constitution Capital LLC | 6,450 | $520.0K | 0.32% | −100−1.5% | Reduced |
| First Manhattan Co | 6,466 | $521.3K | 0.00% | +575+9.8% | Added |
| Prairiewood Capital, LLC | 6,472 | $521.8K | 0.35% | 00.0% | Unchanged |