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 |
|---|---|---|---|---|---|
| Intercontinental Wealth Advisors, LLC | 15,589 | $1.26M | 0.32% | +3,457+28.5% | Added |
| Voya Financial Advisors, Inc. | 15,863 | $1.26M | 0.16% | −1,008−6.0% | Reduced |
| Desjardins Global Asset Management Inc. | 15,529 | $1.25M | 0.16% | +4,828+45.1% | Added |
| Rockland Trust Co | 15,483 | $1.25M | 0.08% | +335+2.2% | Added |
| XML Financial, LLC | 15,467 | $1.25M | 0.15% | +1,735+12.6% | Added |
| Procyon Private Wealth Partners, LLC | 15,424 | $1.24M | 0.21% | −86−0.6% | Reduced |
| Goodman Advisory Group, LLC | 15,321 | $1.24M | 0.67% | +236+1.6% | Added |
| Harfst & Associates, Inc. | 15,305 | $1.23M | 0.35% | +84+0.6% | Added |
| Legacy Capital Wealth Partners, LLC | 15,266 | $1.23M | 0.34% | +15,266 | New |
| Outfitter Financial LLC | 15,232 | $1.23M | 1.11% | +1,326+9.5% | Added |
| Doliver Advisors, LP | 15,227 | $1.23M | 0.39% | +688+4.7% | Added |
| Stiles Financial Services Inc | 15,220 | $1.23M | 0.66% | +238+1.6% | Added |
| Bowen Hanes & Co Inc | 15,208 | $1.23M | 0.04% | −5,170−25.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.23M | 0.98% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 15,181 | $1.22M | 1.14% | −691−4.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,152 | $1.22M | 0.10% | +1,104+7.9% | Added |
| EP Wealth Advisors, LLC | 17,504 | $1.22M | 0.02% | +12,767+269.5% | Added |
| Nicholas Hoffman & Company, LLC. | 15,111 | $1.22M | 0.11% | +735+5.1% | Added |
| Principle Wealth Partners LLC | 15,024 | $1.21M | 0.13% | +2,297+18.0% | Added |
| Corundum Group, Inc. | 14,990 | $1.21M | 0.57% | +4,894+48.5% | Added |
| Community Bank of Raymore | 14,885 | $1.20M | 0.46% | −50−0.3% | Reduced |
| Riverview Capital Advisers, LLC | 14,883 | $1.20M | 0.52% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 14,849 | $1.20M | 0.03% | +2,650+21.7% | Added |
| Independent Financial Group, LLC | 14,831 | $1.20M | 0.10% | +4,363+41.7% | Added |
| C2C Wealth Management, LLC | 14,717 | $1.19M | 0.19% | +9,780+198.1% | Added |
| Werlinich Asset Management, LLC | 14,700 | $1.19M | 1.04% | −730−4.7% | Reduced |
| Insight Inv LLC | 14,678 | $1.18M | 1.28% | −925−5.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,528 | $1.18M | 0.09% | +157+1.1% | Added |
| Patten Group, Inc. | 14,624 | $1.18M | 0.35% | −136−0.9% | Reduced |
| Jupiter Asset Management Ltd | 14,567 | $1.17M | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 14,536 | $1.17M | 0.49% | +1,900+15.0% | Added |
| Spire Wealth Management | 14,462 | $1.17M | 0.05% | +6,386+79.1% | Added |
| Investors Research Corp | 14,423 | $1.16M | 0.30% | +2,652+22.5% | Added |
| First Bank & Trust | 14,346 | $1.16M | 0.31% | +10,852+310.6% | Added |
| Tradition Wealth Management, LLC | 14,325 | $1.16M | 0.14% | +1,388+10.7% | Added |
| Stratos Wealth Advisors, LLC | 14,324 | $1.15M | 0.09% | +1,314+10.1% | Added |
| Trust Co of Toledo NA | 14,280 | $1.15M | 0.21% | +468+3.4% | Added |
| Duff & Phelps Investment Management Co | 14,257 | $1.15M | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,235 | $1.15M | 0.03% | +2,629+22.7% | Added |
| Dana Investment Advisors, Inc. | 14,220 | $1.15M | 0.06% | +337+2.4% | Added |
| ICW Investment Advisors LLC | 14,205 | $1.15M | 0.65% | +496+3.6% | Added |
| Sicart Associates LLC | 14,080 | $1.14M | 0.45% | −2,611−15.6% | Reduced |
| Verdence Capital Advisors LLC | 14,182 | $1.14M | 0.14% | +2,109+17.5% | Added |
| Arnhold LLC | 14,140 | $1.14M | 0.13% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 14,069 | $1.13M | 0.08% | −528−3.6% | Reduced |
| Bellecapital International Ltd. | 14,052 | $1.13M | 0.28% | +7,959+130.6% | Added |
| Confluence Wealth Services, Inc. | 14,024 | $1.13M | 0.26% | +3,186+29.4% | Added |
| Wealth Alliance | 14,003 | $1.13M | 0.18% | +3,005+27.3% | Added |
| Pitcairn Co | 13,964 | $1.13M | 0.10% | +954+7.3% | Added |
| SkyView Investment Advisors, LLC | 13,954 | $1.13M | 0.26% | +1,689+13.8% | Added |
| Monetary Management Group Inc | 13,950 | $1.12M | 0.33% | −817−5.5% | Reduced |
| CM Wealth Advisors LLC | 12,468 | $1.12M | 0.22% | +12,468 | New |
| Baader Bank INC | 13,900 | $1.12M | 0.08% | +1,200+9.4% | Added |
| Ballentine Partners, LLC | 13,884 | $1.12M | 0.03% | +5,703+69.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,867 | $1.12M | 0.08% | +114+0.8% | Added |
| CFS Investment Advisory Services, LLC | 13,865 | $1.12M | 0.20% | +485+3.6% | Added |
| Beaumont Asset Management, L.L.C. | 13,829 | $1.11M | 0.82% | +4,440+47.3% | Added |
| Regatta Capital Group, LLC | 14,331 | $1.11M | 0.40% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 13,806 | $1.11M | 0.45% | +412+3.1% | Added |
| TCM Advisors, LLC | – | $1.11M | 1.00% | – | – |
| Neville Rodie & Shaw Inc | 13,728 | $1.11M | 0.10% | −815−5.6% | Reduced |
| Sun Life Financial INC | 13,764 | $1.11M | 0.08% | +1,090+8.6% | Added |
| Cyrus J. Lawrence, LLC | 13,674 | $1.10M | 0.32% | −250−1.8% | Reduced |
| Citizens Financial Group Inc | 13,578 | $1.10M | 0.04% | −63−0.5% | Reduced |
| Sentry LLC | 13,644 | $1.10M | 0.26% | +13,644 | New |
| Aberdeen Wealth Management LLC | 13,579 | $1.09M | 0.82% | 00.0% | Unchanged |
| American Trust | 13,545 | $1.09M | 0.08% | −5,009−27.0% | Reduced |
| International Assets Investment Management, LLC | 13,533 | $1.09M | 0.16% | −1,557−10.3% | Reduced |
| San Luis Wealth Advisors LLC | 13,520 | $1.09M | 0.42% | −18,664−58.0% | Reduced |
| Catalyst Wealth Management, LLC | 13,479 | $1.09M | 1.02% | +1,116+9.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,478 | $1.09M | 0.11% | −79−0.6% | Reduced |
| Essex Financial Services, Inc. | 13,460 | $1.09M | 0.11% | +929+7.4% | Added |
| DT Investment Partners, LLC | 11,952 | $1.08M | 0.13% | +2,595+27.7% | Added |
| ISAM Funds (UK) Ltd | 13,412 | $1.08M | 1.38% | +13,412 | New |
| Page Arthur B | 13,383 | $1.08M | 1.01% | +2,470+22.6% | Added |
| Rossmore Private Capital | 13,356 | $1.08M | 0.17% | −654−4.7% | Reduced |
| PFG Advisors | 13,354 | $1.08M | 0.09% | +275+2.1% | Added |
| Gs Investments, Inc. | 13,320 | $1.07M | 0.62% | −27−0.2% | Reduced |
| Pflug Koory, LLC | 13,301 | $1.07M | 0.58% | +92+0.7% | Added |
| SNS Financial Group, LLC | 13,189 | $1.07M | 0.14% | −12−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 13,199 | $1.06M | 0.16% | +850+6.9% | Added |
| Guardian Wealth Management, Inc. | 13,164 | $1.06M | 1.02% | +175+1.3% | Added |
| Old National Bancorp | 13,136 | $1.06M | 0.03% | +406+3.2% | Added |
| Community Bank & Trust, Waco, Texas | 13,140 | $1.06M | 0.34% | +5,196+65.4% | Added |
| Hoylecohen, LLC | 13,089 | $1.06M | 0.10% | −2,818−17.7% | Reduced |
| MSH Capital Advisors LLC | 13,085 | $1.05M | 0.45% | +238+1.9% | Added |
| Vicus Capital | 13,077 | $1.05M | 0.11% | −641−4.7% | Reduced |
| Arete Wealth Advisors, LLC | 13,045 | $1.05M | 0.09% | +324+2.5% | Added |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.05M | 0.16% | −12,000−48.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.05M | 0.41% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 12,941 | $1.04M | 0.31% | −1,158−8.2% | Reduced |
| Strong Tower Advisory Services | 12,896 | $1.04M | 0.55% | +1,657+14.7% | Added |
| Axxcess Wealth Management, LLC | 12,896 | $1.04M | 0.08% | +9,243+253.0% | Added |
| Exeter Financial, LLC | 12,955 | $1.04M | 0.52% | +3,392+35.5% | Added |
| Martin Investment Management, LLC | 12,885 | $1.04M | 0.30% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,853 | $1.04M | 0.06% | +336+2.7% | Added |
| Buckingham Strategic Wealth, LLC | 13,327 | $1.04M | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,813 | $1.03M | 0.17% | +5,561+76.7% | Added |
| RSM US Wealth Management LLC | 12,798 | $1.03M | 0.04% | +8,195+178.0% | Added |
| Buckingham Capital Management, Inc. | 12,752 | $1.03M | 0.16% | +2,255+21.5% | Added |