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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 9,990 | $805.4K | 0.10% | +9,181+1,134.9% | Added |
| DCM Advisors, LLC | 10,022 | $808.0K | 0.38% | −60−0.6% | Reduced |
| Barry Investment Advisors, LLC | 9,973 | $808.4K | 0.26% | −20.0% | Reduced |
| Moseley Investment Management Inc | 10,030 | $808.6K | 0.52% | +719+7.7% | Added |
| Ergoteles LLC | 10,039 | $809.3K | 0.03% | −22,502−69.1% | Reduced |
| Private Trust Co NA | 10,080 | $812.7K | 0.11% | +1,729+20.7% | Added |
| Benjamin Edwards Inc | 10,093 | $814.0K | 0.20% | −341−3.3% | Reduced |
| Ballast, Inc. | 10,101 | $814.3K | 0.33% | +472+4.9% | Added |
| Tiaa, FSB | 10,159 | $819.0K | 0.00% | −1,374−11.9% | Reduced |
| LS Investment Advisors, LLC | 10,175 | $820.3K | 0.15% | +10,175 | New |
| Golden State Equity Partners | 10,208 | $823.0K | 0.45% | +10,208 | New |
| Whittier Trust Co | 10,243 | $825.8K | 0.02% | −1,332−11.5% | Reduced |
| Alpha Cubed Investments, LLC | 10,343 | $833.9K | 0.06% | −12,667−55.0% | Reduced |
| Rosenbaum Jay D. | 10,355 | $834.8K | 1.54% | +812+8.5% | Added |
| Washington Capital Management Inc | 10,365 | $835.6K | 0.74% | −145−1.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,367 | $835.8K | 0.26% | +1,563+17.8% | Added |
| Ascent Wealth Partners, LLC | 11,008 | $837.7K | 0.17% | +1,120+11.3% | Added |
| Mitchell Sinkler & Starr | 10,499 | $846.4K | 0.25% | +4,298+69.3% | Added |
| Central Trust Co | 10,510 | $847.3K | 0.02% | −4,702−30.9% | Reduced |
| River Street Advisors LLC | 10,517 | $847.9K | 0.83% | +641+6.5% | Added |
| Park Place Capital Corp | 10,530 | $848.9K | 0.24% | +88+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 10,533 | $849.2K | 0.00% | −101,248−90.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,551 | $850.6K | 0.09% | −35,632−77.2% | Reduced |
| Compton Capital Management Inc | 10,585 | $853.4K | 1.84% | −38,007−78.2% | Reduced |
| RFG Advisory, LLC | 10,681 | $861.1K | 0.04% | +74+0.7% | Added |
| Front Row Advisors LLC | 10,635 | $865.0K | 0.41% | −704−6.2% | Reduced |
| Keystone Financial Planning, Inc. | 10,754 | $867.0K | 0.29% | +1,151+12.0% | Added |
| Azimuth Capital Investment Management LLC | 10,765 | $867.9K | 0.04% | +6,450+149.5% | Added |
| First Financial Bank - Trust Division | 10,841 | $874.0K | 0.09% | −20.0% | Reduced |
| Bigelow Investment Advisors, LLC | 10,860 | $875.5K | 0.50% | −605−5.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,781 | $877.8K | 0.02% | −2,403−18.2% | Reduced |
| Mork Capital Management, LLC | 10,890 | $878.0K | 0.71% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10,781 | $878.0K | 0.02% | −2,403−18.2% | Reduced |
| Montag A & Associates Inc | 10,814 | $878.2K | 0.06% | −651−5.7% | Reduced |
| Dearborn Partners LLC | 10,904 | $879.1K | 0.03% | −2,334−17.6% | Reduced |
| Trustco Bank Corp N Y | 10,959 | $883.5K | 0.97% | −200−1.8% | Reduced |
| Marcum Wealth, LLC | 11,034 | $889.6K | 0.11% | +3,153+40.0% | Added |
| McDonald Partners LLC | 11,100 | $894.9K | 0.29% | +37+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 11,108 | $895.5K | 0.12% | −100−0.9% | Reduced |
| Delaney Dennis R | 11,115 | $896.1K | 0.76% | +2,660+31.5% | Added |
| ELCO Management Co., LLC | 11,125 | $896.9K | 0.65% | −811−6.8% | Reduced |
| Kennicott Capital Management LLC | 3,298 | $900.6K | 0.56% | +349+11.8% | Added |
| First National Bank & Trust Co of Newtown | 11,231 | $905.4K | 0.20% | −71−0.6% | Reduced |
| Equitable Holdings, Inc. | 11,238 | $906.0K | 0.01% | +6,380+131.3% | Added |
| Alan B. Lancz & Associates, Inc. | 11,248 | $906.8K | 0.94% | +750+7.1% | Added |
| Wealth Advisory Solutions, LLC | 11,272 | $908.7K | 0.24% | +8,088+254.0% | Added |
| Jarislowsky, Fraser Ltd | 11,280 | $909.4K | 0.01% | −626−5.3% | Reduced |
| NewEdge Wealth, LLC | 11,287 | $909.9K | 0.03% | −2,666−19.1% | Reduced |
| Csenge Advisory Group | 11,301 | $911.1K | 0.07% | +2,192+24.1% | Added |
| Flagship Harbor Advisors, LLC | 11,380 | $917.4K | 0.09% | +857+8.1% | Added |
| Dempze Nancy E | 11,393 | $918.5K | 0.84% | +3,117+37.7% | Added |
| First County Bank | 11,439 | $922.2K | 0.45% | +6,397+126.9% | Added |
| Alpha DNA Investment Management LLC | 11,447 | $922.8K | 0.47% | +2,263+24.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,543 | $930.6K | 0.19% | +770+7.1% | Added |
| BigSur Wealth Management LLC | 11,500 | $935.0K | 0.44% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,599 | $935.1K | 0.13% | +794+7.3% | Added |
| Platform Technology Partners | 11,602 | $935.4K | 0.46% | +590+5.4% | Added |
| HBW Advisory Services LLC | 11,634 | $937.0K | 0.23% | +11,634 | New |
| Bryn Mawr Trust Co | 11,639 | $938.0K | 0.04% | −148−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 11,654 | $939.5K | 0.13% | +1,354+13.1% | Added |
| Lincoln National Corp | 11,669 | $940.8K | 0.02% | +1,617+16.1% | Added |
| Martingale Asset Management L P | 11,672 | $941.0K | 0.02% | −30,611−72.4% | Reduced |
| Accredited Investors Inc. | 11,753 | $947.5K | 0.07% | −41−0.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,760 | $948.1K | 0.63% | 00.0% | Unchanged |
| Balentine LLC | 11,767 | $948.7K | 0.03% | +5,739+95.2% | Added |
| Sawgrass Asset Management LLC | 11,788 | $950.3K | 0.12% | 00.0% | Unchanged |
| Ossiam | 11,792 | $950.7K | 0.02% | +3,745+46.5% | Added |
| Kinneret Advisory, LLC | 11,715 | $952.4K | 0.12% | −629−5.1% | Reduced |
| Violich Capital Management, Inc. | 11,815 | $953.0K | 0.16% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 11,827 | $953.5K | 0.28% | −930−7.3% | Reduced |
| Calton & Associates, Inc. | 11,867 | $956.7K | 0.44% | +11,867 | New |
| Founders Capital Management, LLC | 11,924 | $961.3K | 0.24% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 11,941 | $962.7K | 0.50% | +1,503+14.4% | Added |
| Rothschild Investment Corp | 11,954 | $964.0K | 0.08% | −1,077−8.3% | Reduced |
| Scott Investment Partners LLP | 12,000 | $967.0K | 2.23% | 00.0% | Unchanged |
| Peterson Wealth Services | 12,000 | $967.4K | 0.50% | +3,134+35.3% | Added |
| Lipe & Dalton | 12,032 | $970.0K | 0.56% | −324−2.6% | Reduced |
| Coldstream Capital Management Inc | 12,046 | $971.1K | 0.03% | +4,264+54.8% | Added |
| Viawealth, LLC | 12,085 | $974.3K | 0.77% | +390+3.3% | Added |
| Sowell Financial Services LLC | 12,109 | $976.0K | 0.08% | −26,482−68.6% | Reduced |
| Hilltop Holdings Inc. | 12,148 | $979.4K | 0.13% | −377−3.0% | Reduced |
| Oarsman Capital, Inc. | 12,182 | $982.1K | 0.46% | +573+4.9% | Added |
| Legacy Financial Advisors, Inc. | 12,193 | $983.0K | 0.20% | +4,386+56.2% | Added |
| Calamos Wealth Management LLC | 12,225 | $985.6K | 0.08% | +179+1.5% | Added |
| Transatlantique Private Wealth LLC | 12,428 | $986.0K | 0.55% | +1,367+12.4% | Added |
| Chemung Canal Trust Co | 12,244 | $987.1K | 0.23% | −3,679−23.1% | Reduced |
| Connectus Wealth, LLC | 12,307 | $992.6K | 0.02% | −974−7.3% | Reduced |
| Bowman & Co S.C. | 12,317 | $993.0K | 0.73% | +5,324+76.1% | Added |
| St. Clair Advisors, LLC | 12,335 | $994.4K | 0.43% | +9,446+327.0% | Added |
| Edge Capital Group, LLC | 12,393 | $999.1K | 0.06% | +8,451+214.4% | Added |
| Mount Yale Investment Advisors, LLC | 12,407 | $1.00M | 0.11% | +1,601+14.8% | Added |
| Strategic Blueprint, LLC | 12,428 | $1.00M | 0.10% | +40.0% | Added |
| Engineers Gate Manager LP | 12,502 | $1.01M | 0.04% | −21,624−63.4% | Reduced |
| Tectonic Advisors LLC | 12,533 | $1.01M | 0.14% | +143+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 12,623 | $1.02M | 0.04% | −2,526−16.7% | Reduced |
| Ridgewood Investments LLC | 12,646 | $1.02M | 0.62% | +921+7.9% | Added |
| Dumont & Blake Investment Advisors LLC | 12,712 | $1.02M | 0.35% | +186+1.5% | Added |
| Means Investment Co., Inc. | 12,721 | $1.03M | 0.18% | +793+6.6% | Added |
| Bank of Hawaii | 12,725 | $1.03M | 0.06% | +36+0.3% | Added |
| Buckingham Capital Management, Inc. | 12,752 | $1.03M | 0.16% | +2,255+21.5% | Added |