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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 6,480 | $522.4K | 0.17% | +6,480 | New |
| Measured Wealth Private Client Group, LLC | 6,498 | $523.9K | 0.20% | −120−1.8% | Reduced |
| Lindbrook Capital, LLC | 6,507 | $524.6K | 0.06% | +826+14.5% | Added |
| Mechanics Financial Corp | 6,509 | $524.8K | 0.31% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6,509 | $524.8K | 0.29% | +1,760+37.1% | Added |
| Hedeker Wealth, LLC | 6,511 | $524.9K | 0.19% | −5,630−46.4% | Reduced |
| Windsor Capital Management, LLC | 6,535 | $526.8K | 0.18% | +12+0.2% | Added |
| StoneX Group Inc. | 6,487 | $527.4K | 0.06% | +1,381+27.0% | Added |
| Financial Advisory Corp | 6,583 | $531.0K | 0.25% | +8+0.1% | Added |
| Savant Capital, LLC | 6,588 | $531.1K | 0.01% | +2,004+43.7% | Added |
| Montecito Bank & Trust | 6,607 | $532.7K | 0.13% | +400+6.4% | Added |
| Parkside Financial Bank & Trust | 6,608 | $532.7K | 0.14% | +374+6.0% | Added |
| Security Asset Management | 6,613 | $533.2K | 0.31% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,619 | $533.6K | 0.06% | +6,619 | New |
| Redmond Asset Management, LLC | 6,644 | $535.6K | 0.19% | −131−1.9% | Reduced |
| Pitti Group Wealth Management, LLC | 6,645 | $535.7K | 0.60% | −32−0.5% | Reduced |
| Wealthspire Advisors, LLC | 6,651 | $536.2K | 0.01% | −2,347−26.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,653 | $536.4K | 0.02% | +3,072+85.8% | Added |
| Archer Investment Corp | 6,869 | $536.7K | 0.20% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 5,910 | $537.5K | 0.31% | +350+6.3% | Added |
| Coastline Trust Co | 6,670 | $537.7K | 0.08% | −270−3.9% | Reduced |
| Paragon Private Wealth Management, LLC | 6,684 | $538.9K | 0.45% | +1,540+29.9% | Added |
| Jmac Enterprises LLC | 6,693 | $539.6K | 0.14% | +1,480+28.4% | Added |
| West Paces Advisors Inc. | 6,710 | $541.0K | 0.17% | −466−6.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,709 | $541.0K | 0.68% | +455+7.3% | Added |
| Bridgefront Capital, LLC | 6,711 | $541.0K | 0.33% | +6,711 | New |
| Chesapeake Asset Management LLC | 6,716 | $541.4K | 0.50% | +6,716 | New |
| Northside Capital Management, LLC | 6,747 | $543.9K | 0.15% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 6,750 | $544.2K | 0.31% | +2,299+51.7% | Added |
| Patten & Patten Inc | 6,756 | $544.7K | 0.05% | −225−3.2% | Reduced |
| Morningstar Investment Management LLC | 6,785 | $547.0K | 0.08% | +381+5.9% | Added |
| Transamerica Financial Advisors, Inc. | 6,779 | $547.0K | 0.07% | +428+6.7% | Added |
| Colton Groome Financial Advisors, LLC | 6,797 | $548.0K | 0.26% | +2,017+42.2% | Added |
| Affiance Financial, LLC | 6,817 | $549.6K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 6,818 | $549.7K | 0.27% | +6,818 | New |
| Bollard Group LLC | 6,834 | $551.0K | 0.02% | +3,032+79.7% | Added |
| Orion Capital Management LLC | 6,840 | $551.4K | 0.37% | −200−2.8% | Reduced |
| Papp L Roy & Associates | 6,846 | $551.9K | 0.07% | −1,360−16.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,857 | $552.8K | 0.29% | +2,600+61.1% | Added |
| Checchi Capital Advisers, LLC | 6,863 | $553.3K | 0.05% | −928−11.9% | Reduced |
| Biltmore Wealth Management, LLC | 6,867 | $553.6K | 0.22% | +249+3.8% | Added |
| Applied Capital LLC | 6,882 | $554.8K | 0.55% | −390−5.4% | Reduced |
| CX Institutional | 6,966 | $557.3K | 0.03% | +312+4.7% | Added |
| Vontobel Asset Management Inc | 6,918 | $557.7K | 0.00% | −238−3.3% | Reduced |
| JJJ Advisors Inc. | 6,918 | $558.4K | 0.16% | +1,641+31.1% | Added |
| Roundview Capital LLC | 6,926 | $558.4K | 0.06% | −574−7.7% | Reduced |
| Triangle Securities Wealth Management | 6,952 | $560.5K | 0.20% | −601−8.0% | Reduced |
| Harbour Investments, Inc. | 6,960 | $561.1K | 0.03% | +1,916+38.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 6,968 | $561.8K | 0.17% | −460−6.2% | Reduced |
| Quadrant Capital Group LLC | 6,971 | $562.2K | 0.06% | +2,328+50.1% | Added |
| Los Angeles Capital Management LLC | 6,984 | $563.0K | 0.00% | −54,824−88.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,041 | $565.5K | 0.42% | +900+14.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,026 | $566.4K | 0.35% | −100−1.4% | Reduced |
| Spirit of America Management Corp | 7,069 | $569.9K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,081 | $570.9K | 0.07% | +425+6.4% | Added |
| Schechter Investment Advisors, LLC | 7,089 | $571.5K | 0.05% | +7,089 | New |
| Grove Bank & Trust | 7,102 | $572.6K | 0.12% | +21+0.3% | Added |
| Eads & Heald Wealth Management | 7,150 | $576.0K | 0.29% | −863−10.8% | Reduced |
| Northwest Bancshares, Inc. | 7,171 | $578.1K | 0.11% | −413−5.4% | Reduced |
| Continuum Advisory, LLC | 7,182 | $579.0K | 0.10% | +489+7.3% | Added |
| Americana Partners, LLC | 7,189 | $579.6K | 0.09% | −418−5.5% | Reduced |
| HRT Financial LP | 7,322 | $590.0K | 0.01% | −68,042−90.3% | Reduced |
| Field & Main Bank | 7,325 | $590.5K | 0.35% | +557+8.2% | Added |
| Bank of Stockton | 7,340 | $591.8K | 0.21% | −852−10.4% | Reduced |
| DRW Securities, LLC | 7,340 | $592.0K | 0.09% | +7,340 | New |
| Hartline Investment Corp | 7,375 | $594.6K | 0.12% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,390 | $595.8K | 0.30% | −160−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 7,676 | $596.0K | 0.01% | −2,572−25.1% | Reduced |
| Waldron Private Wealth LLC | 7,335 | $596.4K | 0.03% | +964+15.1% | Added |
| Boston Financial Mangement LLC | 7,399 | $596.5K | 0.02% | −4,311−36.8% | Reduced |
| Compass Financial Advisors LLC | 7,405 | $597.0K | 0.76% | +480+6.9% | Added |
| General Partner, Inc. | 7,448 | $598.1K | 0.53% | +58+0.8% | Added |
| Kovack Advisors, Inc. | 7,421 | $598.3K | 0.08% | +751+11.3% | Added |
| Segall Bryant & Hamill, LLC | 7,430 | $599.0K | 0.01% | −4,614−38.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 7,446 | $600.0K | 0.02% | −172−2.3% | Reduced |
| White Pine Capital LLC | 7,473 | $602.5K | 0.23% | +305+4.3% | Added |
| Manchester Capital Management LLC | 7,490 | $603.8K | 0.08% | +621+9.0% | Added |
| Brighton Jones LLC | 7,503 | $604.9K | 0.03% | −586−7.2% | Reduced |
| Lewis Capital Management, LLC | 7,541 | $608.0K | 0.91% | −150−2.0% | Reduced |
| Cornerstone Wealth Management, LLC | 7,588 | $611.7K | 0.06% | +7,588 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 7,615 | $613.9K | 0.58% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,790 | $615.7K | 0.81% | +6,790 | New |
| First Dallas Securities Inc. | 7,635 | $616.0K | 0.36% | +7,635 | New |
| Ballast Advisors LLC | 7,650 | $616.7K | 0.25% | −1,398−15.5% | Reduced |
| USAdvisors Wealth Management, LLC | 7,654 | $617.0K | 0.29% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,665 | $618.0K | 0.24% | −31−0.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,632 | $618.4K | 0.05% | +2,842+59.3% | Added |
| Phoenix Holdings Ltd. | 7,882 | $618.7K | 0.01% | +7,882 | New |
| PrairieView Partners, LLC | 7,706 | $621.0K | 0.09% | +167+2.2% | Added |
| DF Dent & Co Inc | 7,720 | $622.4K | 0.01% | +208+2.8% | Added |
| Cypress Capital Group | 7,722 | $622.5K | 0.10% | +7,722 | New |
| Clifford Swan Investment Counsel LLC | 7,777 | $627.0K | 0.03% | −119−1.5% | Reduced |
| Inscription Capital, LLC | 7,778 | $627.1K | 0.17% | −126−1.6% | Reduced |
| Duncker Streett & Co Inc | 7,819 | $630.4K | 0.15% | −594−7.1% | Reduced |
| New Hampshire Trust | 7,820 | $630.4K | 0.17% | −795−9.2% | Reduced |
| Cobblestone Capital Advisors LLC | 7,837 | $631.8K | 0.05% | +609+8.4% | Added |
| J.W. Cole Advisors, Inc. | 7,838 | $631.9K | 0.04% | +1,305+20.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,844 | $632.4K | 0.35% | +1,778+29.3% | Added |
| Optas, LLC | 7,854 | $633.2K | 0.23% | +523+7.1% | Added |
| Prestige Wealth Management Group LLC | 7,880 | $640.7K | 0.16% | +4,066+106.6% | Added |