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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 7,949 | $640.9K | 0.37% | −757−8.7% | Reduced |
| KB Financial Partners, LLC | 7,946 | $641.0K | 0.19% | +1,027+14.8% | Added |
| Capital Asset Advisory Services LLC | 7,972 | $642.7K | 0.05% | +2,993+60.1% | Added |
| M Holdings Securities, Inc. | 8,041 | $644.0K | 0.07% | +67+0.8% | Added |
| NVWM, LLC | 7,944 | $645.8K | 0.22% | +332+4.4% | Added |
| Chilton Capital Management LLC | 8,028 | $647.2K | 0.04% | +1,575+24.4% | Added |
| American State Bank (Iowa) | 8,035 | $647.8K | 0.47% | +100+1.3% | Added |
| Baxter Bros Inc | 8,114 | $654.2K | 0.10% | −190−2.3% | Reduced |
| Symmetry Partners, LLC | 8,133 | $656.0K | 0.04% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 8,147 | $656.2K | 0.15% | +8,147 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,158 | $657.7K | 0.09% | +538+7.1% | Added |
| Thomasville National Bank | 8,181 | $659.6K | 0.07% | −552−6.3% | Reduced |
| Cim Investment Mangement Inc | 8,184 | $659.8K | 0.24% | +402+5.2% | Added |
| Ritholtz Wealth Management | 8,192 | $660.5K | 0.03% | +3,059+59.6% | Added |
| Mayflower Financial Advisors, LLC | 8,196 | $660.8K | 0.09% | +232+2.9% | Added |
| Graypoint LLC | 8,197 | $660.8K | 0.07% | +4,108+100.5% | Added |
| Wealthcare Advisory Partners LLC | 8,218 | $662.5K | 0.03% | +1,121+15.8% | Added |
| Hunter Associates Investment Management LLC | 8,273 | $664.0K | 0.14% | −225−2.6% | Reduced |
| Buckley Wealth Management, LLC | 8,255 | $665.5K | 0.25% | +8,255 | New |
| Colonial Trust Co | 8,316 | $670.4K | 0.17% | −173−2.0% | Reduced |
| TLWM | 8,318 | $670.6K | 0.21% | +974+13.3% | Added |
| Cambridge Advisors Inc. | 8,334 | $671.9K | 0.17% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 8,366 | $674.5K | 0.33% | −61−0.7% | Reduced |
| YHB Investment Advisors, Inc. | 8,473 | $683.1K | 0.07% | −10,679−55.8% | Reduced |
| FirstPurpose Wealth LLC | 8,491 | $684.5K | 0.34% | +1,901+28.8% | Added |
| Kades & Cheifetz LLC | 8,578 | $691.6K | 0.55% | +2,201+34.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,589 | $692.0K | 0.27% | −6,960−44.8% | Reduced |
| Central Bank & Trust Co | 8,589 | $692.4K | 0.12% | +938+12.3% | Added |
| Summit Trail Advisors, LLC | 8,536 | $693.6K | 0.03% | +2,049+31.6% | Added |
| Cito Capital Group, LLC | 8,538 | $694.0K | 0.35% | +3,500+69.5% | Added |
| Titleist Asset Management, LLC | 8,612 | $694.3K | 0.15% | +8,612 | New |
| Encompass Wealth Advisors, LLC | 8,617 | $694.7K | 0.24% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 8,620 | $694.9K | 0.34% | +138+1.6% | Added |
| Alera Investment Advisors, LLC | 8,626 | $695.4K | 0.16% | +1,857+27.4% | Added |
| Biltmore Family Office, LLC | 8,557 | $695.7K | 0.15% | +125+1.5% | Added |
| TSP Capital Management Group, LLC | 8,650 | $697.4K | 0.25% | −1,800−17.2% | Reduced |
| Lido Advisors, LLC | 58,986 | $698.1K | 0.01% | +45,511+337.7% | Added |
| Park National Corp | 8,690 | $700.6K | 0.03% | −698−7.4% | Reduced |
| Sentry Investment Management LLC | 8,770 | $707.0K | 0.29% | +2,344+36.5% | Added |
| Shelton Capital Management | 8,776 | $707.5K | 0.03% | +521+6.3% | Added |
| Foster & Motley Inc | 8,798 | $709.0K | 0.06% | +533+6.4% | Added |
| Radnor Capital Management, LLC | 8,801 | $710.0K | 0.19% | +310+3.7% | Added |
| Martin & Co Inc | 8,828 | $711.7K | 0.18% | −128−1.4% | Reduced |
| City State Bank | 8,828 | $712.0K | 0.41% | −414−4.5% | Reduced |
| Echo Street Capital Management LLC | 8,839 | $712.6K | 0.01% | +8,839 | New |
| Penobscot Investment Management Company, Inc. | 8,840 | $712.7K | 0.12% | −4,234−32.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,849 | $713.4K | 0.06% | +1,790+25.4% | Added |
| LCNB Corp | 8,901 | $717.6K | 0.32% | +462+5.5% | Added |
| Imprint Wealth LLC | 8,294 | $721.9K | 0.47% | +8,294 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,037 | $728.6K | 0.26% | +71+0.8% | Added |
| Glen Eagle Advisors, LLC | 9,038 | $728.6K | 0.18% | −2,509−21.7% | Reduced |
| Loudon Investment Management, LLC | 9,041 | $728.9K | 0.50% | −10,457−53.6% | Reduced |
| Chicago Trust Co NA | 9,041 | $728.9K | 0.18% | −5,121−36.2% | Reduced |
| Gamco Investors, Inc. Et Al | 9,047 | $729.4K | 0.01% | −952−9.5% | Reduced |
| Virtue Capital Management, LLC | 8,131 | $731.5K | 0.12% | +65+0.8% | Added |
| Capstone Triton Financial Group, LLC | 9,097 | $733.4K | 0.55% | +2,152+31.0% | Added |
| Chiron Capital Management, LLC | 9,100 | $733.6K | 0.51% | +400+4.6% | Added |
| CVA Family Office, LLC | 9,101 | $733.7K | 0.16% | +2,731+42.9% | Added |
| McDaniel Terry & Co | 9,107 | $734.0K | 0.08% | +847+10.3% | Added |
| Intrust Bank NA | 9,152 | $737.8K | 0.09% | +3,146+52.4% | Added |
| Clarius Group, LLC | 9,152 | $737.8K | 0.06% | +4,053+79.5% | Added |
| Beacon Investment Advisors LLC | 9,158 | $738.3K | 0.54% | +156+1.7% | Added |
| Johnson Financial Group, Inc. | 9,165 | $740.6K | 0.05% | +2,411+35.7% | Added |
| Empowered Funds, LLC | 9,187 | $740.7K | 0.04% | +3,686+67.0% | Added |
| GSB Wealth Management, LLC | 9,192 | $741.0K | 0.24% | −132−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,205 | $742.1K | 0.06% | +36+0.4% | Added |
| Diligent Investors, LLC | 9,210 | $742.5K | 0.23% | −63−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,222 | $743.0K | 0.49% | −209−2.2% | Reduced |
| Hoese & Co LLP | 8,991 | $744.5K | 0.84% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,258 | $746.4K | 0.15% | +1,532+19.8% | Added |
| Great Waters Wealth Management | 8,745 | $749.7K | 0.16% | −11−0.1% | Reduced |
| Roberts Glore & Co Inc | 9,305 | $750.2K | 0.25% | −130−1.4% | Reduced |
| Auxano Advisors, LLC | 9,306 | $750.3K | 0.30% | +1,251+15.5% | Added |
| Manhattan West Asset Management, LLC | 9,317 | $751.1K | 0.33% | +2,653+39.8% | Added |
| Aspire Wealth Management Corp | 9,330 | $752.2K | 0.61% | −35−0.4% | Reduced |
| Naviter Wealth, LLC | 9,255 | $752.3K | 0.26% | +675+7.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,347 | $753.6K | 0.44% | +9,347 | New |
| S.E.E.D. Planning Group LLC | 9,351 | $753.9K | 0.29% | +2,333+33.2% | Added |
| Burney Co | 9,355 | $754.2K | 0.04% | −867−8.5% | Reduced |
| Madison Wealth Management | 9,361 | $754.7K | 0.16% | −398−4.1% | Reduced |
| Winch Advisory Services, LLC | 9,420 | $759.0K | 0.29% | +244+2.7% | Added |
| BSW Wealth Partners | 9,500 | $765.9K | 0.16% | +1,473+18.4% | Added |
| Sciencast Management LP | 8,667 | $766.2K | 1.02% | +8,667 | New |
| First Commonwealth Financial Corp | 9,525 | $767.9K | 0.28% | −328−3.3% | Reduced |
| Wellington Shields & Co., LLC | 9,535 | $768.7K | 0.17% | +9,535 | New |
| Valmark Advisers, Inc. | 9,567 | $771.3K | 0.02% | −461−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 9,630 | $776.4K | 0.16% | +707+7.9% | Added |
| GYL Financial Synergies, LLC | 9,631 | $776.5K | 0.09% | +211+2.2% | Added |
| First Pacific Financial | 9,645 | $777.6K | 0.36% | −130−1.3% | Reduced |
| Meitav Dash Investments Ltd | 9,395 | $780.5K | 0.01% | −5,634−37.5% | Reduced |
| DMG Group, LLC | 9,811 | $781.6K | 0.79% | +1,121+12.9% | Added |
| Claro Advisors LLC | 9,729 | $784.3K | 0.23% | +1,361+16.3% | Added |
| Mechanics Bank Trust Department | 9,745 | $785.6K | 0.13% | +190+2.0% | Added |
| Great Lakes Retirement, Inc. | 9,754 | $786.4K | 0.15% | +174+1.8% | Added |
| AdvisorNet Financial, Inc | 9,770 | $787.7K | 0.07% | +556+6.0% | Added |
| IHT Wealth Management, LLC | 9,782 | $788.6K | 0.05% | +1,615+19.8% | Added |
| Pacitti Group Inc. | 9,785 | $788.9K | 0.58% | +9,785 | New |
| First Heartland Consultants, Inc. | 9,819 | $791.6K | 0.12% | +3,040+44.8% | Added |
| Dakota Wealth Management | 9,856 | $794.6K | 0.05% | +812+9.0% | Added |
| Evergreen Capital Management LLC | 9,909 | $805.1K | 0.04% | +3,633+57.9% | Added |