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; 2,149 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
- 2,000
- +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
- 993 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 20,009 | $1.61M | 0.10% | −2,870−12.5% | Reduced |
| Stratos Wealth Partners, LTD. | 19,918 | $1.61M | 0.04% | −704−3.4% | Reduced |
| SevenBridge Financial Group, LLC | 19,756 | $1.59M | 0.44% | +2,128+12.1% | Added |
| Quantitative Investment Management, LLC | 19,687 | $1.59M | 0.33% | −3,634−15.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,647 | $1.58M | 0.14% | +2,292+13.2% | Added |
| Red Spruce Capital, LLC | 19,609 | $1.58M | 0.93% | +999+5.4% | Added |
| Xcel Wealth Management, LLC | 19,592 | $1.58M | 0.56% | −173−0.9% | Reduced |
| Albion Financial Group | 19,545 | $1.58M | 0.14% | +789+4.2% | Added |
| Canvas Wealth Advisors, LLC | 17,147 | $1.57M | 0.66% | +12,585+275.9% | Added |
| FRG Family Wealth Advisors LLC | 19,409 | $1.56M | 0.36% | −2,554−11.6% | Reduced |
| Dynamic Advisor Solutions LLC | 19,346 | $1.56M | 0.09% | +1,587+8.9% | Added |
| Sound View Wealth Advisors Group, LLC | 19,266 | $1.55M | 0.21% | −11,154−36.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 19,215 | $1.55M | 0.52% | −189−1.0% | Reduced |
| WealthPlan Investment Management, LLC | 19,185 | $1.55M | 0.27% | −26,401−57.9% | Reduced |
| Cascade Investment Advisors, Inc. | 19,179 | $1.55M | 1.22% | −125−0.6% | Reduced |
| Girard Partners Ltd. | 19,101 | $1.54M | 0.17% | +6,952+57.2% | Added |
| NBT Bank N A | 18,936 | $1.53M | 0.22% | +166+0.9% | Added |
| Venture Visionary Partners LLC | 18,914 | $1.52M | 0.10% | +250+1.3% | Added |
| Stonegate Investment Group, LLC | 18,795 | $1.52M | 0.06% | +14,079+298.5% | Added |
| Wunderlich Capital Managemnt | 18,761 | $1.51M | 0.79% | −1,714−8.4% | Reduced |
| Stamos Capital Partners, L.P. | 18,750 | $1.51M | 0.39% | +18,750 | New |
| Access Financial Services, Inc. | 18,734 | $1.51M | 0.92% | −221−1.2% | Reduced |
| Benin Management CORP | 18,719 | $1.51M | 0.57% | −358−1.9% | Reduced |
| Paradigm Asset Management Co LLC | 18,700 | $1.51M | 0.41% | 00.0% | Unchanged |
| AXS Investments LLC | 18,684 | $1.51M | 0.50% | −1,252−6.3% | Reduced |
| Matrix Trust Co | 18,643 | $1.50M | 0.40% | +7,566+68.3% | Added |
| 1st Source Bank | 18,525 | $1.49M | 0.10% | −1,195−6.1% | Reduced |
| Worldquant Millennium Advisors LLC | 18,515 | $1.49M | 0.03% | −258,119−93.3% | Reduced |
| AIMZ Investment Advisors, LLC | 18,410 | $1.48M | 0.66% | −95−0.5% | Reduced |
| Sandy Spring Bank | 18,385 | $1.48M | 0.08% | −458−2.4% | Reduced |
| Raleigh Capital Management Inc. | 18,345 | $1.48M | 0.73% | +758+4.3% | Added |
| Agate Pass Investment Management, LLC | 18,320 | $1.48M | 0.97% | +751+4.3% | Added |
| Cresset Asset Management, LLC | 18,182 | $1.47M | 0.03% | −3,495−16.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,236 | $1.47M | 0.53% | +7,820+75.1% | Added |
| Charter Oak Capital Management, LLC | 18,117 | $1.46M | 0.20% | −209−1.1% | Reduced |
| IFP Advisors, Inc | 18,244 | $1.46M | 0.07% | −18,331−50.1% | Reduced |
| Qsemble Capital Management, LP | 18,100 | $1.46M | 0.98% | −3,200−15.0% | Reduced |
| Creative Financial Designs Inc | 18,047 | $1.45M | 0.19% | +894+5.2% | Added |
| Clearstead Advisors, LLC | 17,886 | $1.44M | 0.10% | −1,113−5.9% | Reduced |
| Epiq Partners, LLC | 17,853 | $1.44M | 0.99% | −956−5.1% | Reduced |
| Jacobi Capital Management LLC | 17,827 | $1.44M | 0.17% | +646+3.8% | Added |
| Lakeside Advisors, INC. | 17,781 | $1.43M | 1.11% | +60.0% | Added |
| Rehmann Capital Advisory Group | 17,670 | $1.42M | 0.13% | +867+5.2% | Added |
| AMG National Trust Bank | 17,660 | $1.42M | 0.05% | −9,329−34.6% | Reduced |
| Andesa Financial Management Inc. | 41,418 | $1.42M | 0.74% | +23,197+127.3% | Added |
| Beacon Financial Group | 17,573 | $1.41M | 0.20% | +3,555+25.4% | Added |
| Signet Investment Advisory Group, Inc. | 17,475 | $1.41M | 0.97% | +750+4.5% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.41M | 0.07% | +8,094+86.4% | Added |
| Peapack Gladstone Financial Corp | 17,483 | $1.41M | 0.03% | −33,444−65.7% | Reduced |
| Wambolt & Associates, LLC | 17,647 | $1.41M | 0.50% | +1,404+8.6% | Added |
| Canandaigua National Bank & Trust Co | 17,432 | $1.41M | 0.24% | +17,432 | New |
| Bradley Foster & Sargent Inc | 17,315 | $1.40M | 0.03% | +1,485+9.4% | Added |
| Proequities, Inc. | 17,073 | $1.39M | 0.11% | +219+1.3% | Added |
| ABLE Financial Group, LLC | 17,076 | $1.38M | 0.90% | +17,076 | New |
| Boston Family Office LLC | 17,078 | $1.38M | 0.11% | +850+5.2% | Added |
| Wahed Invest LLC | 17,041 | $1.37M | 0.59% | −269−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 16,999 | $1.37M | 0.55% | +5,853+52.5% | Added |
| Meiji Yasuda Life Insurance Co | 16,894 | $1.36M | 0.03% | +5,553+49.0% | Added |
| WealthShield Partners, LLC | 16,727 | $1.36M | 0.22% | +16,727 | New |
| WSFS Capital Management, LLC | 16,854 | $1.36M | 0.14% | +771+4.8% | Added |
| Berkeley Capital Partners, LLC | 16,830 | $1.36M | 0.50% | +1,471+9.6% | Added |
| Dudley Capital Management, LLC | 16,820 | $1.36M | 0.95% | +910+5.7% | Added |
| Meeder Advisory Services, Inc. | 16,795 | $1.35M | 0.16% | +1,760+11.7% | Added |
| Petredis Investment Advisors LLC | 16,792 | $1.35M | 0.21% | +1,595+10.5% | Added |
| Western Wealth Management, LLC | 16,739 | $1.35M | 0.13% | +609+3.8% | Added |
| Capital Investment Advisors, LLC | 16,711 | $1.35M | 0.04% | −233−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 16,699 | $1.35M | 0.03% | +8,286+98.5% | Added |
| Founders Financial Securities LLC | 16,597 | $1.34M | 0.19% | +814+5.2% | Added |
| West Michigan Advisors, LLC | 16,536 | $1.33M | 0.76% | +6,805+69.9% | Added |
| Schulhoff & Co Inc | 16,515 | $1.33M | 0.62% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 16,496 | $1.33M | 1.03% | +472+2.9% | Added |
| Evergreen Wealth Management, LLC | 16,479 | $1.33M | 1.18% | +2,106+14.7% | Added |
| NTV Asset Management LLC | 16,474 | $1.33M | 0.25% | −2,245−12.0% | Reduced |
| New England Research & Management, Inc. | 16,474 | $1.33M | 0.78% | +3,206+24.2% | Added |
| Wolff Wiese Magana LLC | 16,471 | $1.33M | 1.08% | +694+4.4% | Added |
| Harbor Investment Advisory, LLC | 16,442 | $1.33M | 0.20% | +254+1.6% | Added |
| MV Capital Management, Inc. | 16,386 | $1.32M | 0.19% | +354+2.2% | Added |
| Trust Co of Oklahoma | 16,317 | $1.32M | 0.51% | −1,783−9.9% | Reduced |
| Cigna Investments Inc | 16,273 | $1.31M | 0.26% | −333−2.0% | Reduced |
| Investment House LLC | 16,263 | $1.31M | 0.11% | −1,720−9.6% | Reduced |
| Insight Wealth Strategies, LLC | 16,167 | $1.30M | 0.26% | +1,700+11.8% | Added |
| Fund Management at Engine No. 1 LLC | 16,134 | $1.30M | 0.26% | +1,500+10.3% | Added |
| Forum Financial Management, LP | 16,052 | $1.29M | 0.04% | +3,690+29.8% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.29M | 0.63% | 00.0% | Unchanged |
| Kidder Stephen W | 16,010 | $1.29M | 0.45% | +6,545+69.1% | Added |
| CNB Bank | 15,983 | $1.29M | 0.78% | +1,063+7.1% | Added |
| Altfest L J & Co Inc | 15,980 | $1.29M | 0.20% | +92+0.6% | Added |
| Occudo Quantitative Strategies LP | 15,944 | $1.29M | 0.12% | +15,944 | New |
| Balyasny Asset Management LLC | 15,912 | $1.28M | 0.00% | −656,599−97.6% | Reduced |
| Harrington Investments, INC | 15,811 | $1.27M | 0.88% | +826+5.5% | Added |
| GoalVest Advisory LLC | 15,795 | $1.27M | 0.75% | +6,376+67.7% | Added |
| Capital Investment Advisory Services, LLC | 15,759 | $1.27M | 0.15% | −216−1.4% | Reduced |
| Game Creek Capital, LP | 15,750 | $1.27M | 0.84% | −16,750−51.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 15,571 | $1.27M | 0.59% | +6,023+63.1% | Added |
| Guild Investment Management, Inc. | 15,690 | $1.26M | 1.94% | −1,010−6.0% | Reduced |
| Centiva Capital, LP | 15,664 | $1.26M | 0.07% | +8,847+129.8% | Added |
| Griffin Asset Management, Inc. | 15,648 | $1.26M | 0.18% | +1,447+10.2% | Added |
| Foundations Investment Advisors, LLC | 15,631 | $1.26M | 0.05% | +2,170+16.1% | Added |
| Alaethes Wealth LLC | 15,623 | $1.26M | 0.74% | +1,858+13.5% | Added |
| Trust Asset Management LLC | 15,600 | $1.26M | 0.14% | +463+3.1% | Added |