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
- 2,000
- +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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 109,587 | $8.83M | 0.16% | +5,929+5.7% | Added |
| Stack Financial Management, Inc | 109,013 | $8.79M | 1.07% | +2,618+2.5% | Added |
| Telos Capital Management, Inc. | 108,805 | $8.77M | 1.22% | +4,334+4.1% | Added |
| Private Advisor Group, LLC | 108,413 | $8.74M | 0.08% | +3,107+3.0% | Added |
| Isthmus Partners, LLC | 107,624 | $8.68M | 1.22% | +7,108+7.1% | Added |
| Payden & Rygel | 107,500 | $8.67M | 0.51% | +106,000+7,066.7% | Added |
| Raymond James Trust N.A. | 107,036 | $8.63M | 0.27% | +18,684+21.1% | Added |
| Richard Bernstein Advisors LLC | 106,145 | $8.56M | 0.18% | 00.0% | Unchanged |
| GAM Holding AG | 106,030 | $8.55M | 0.59% | +1,041+1.0% | Added |
| Maryland State Retirement & Pension System | 105,818 | $8.53M | 0.19% | +624+0.6% | Added |
| AE Wealth Management LLC | 105,581 | $8.51M | 0.05% | +27,308+34.9% | Added |
| Daiwa Securities Group Inc. | 105,420 | $8.50M | 0.06% | +8,006+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 105,193 | $8.48M | 0.59% | +3,178+3.1% | Added |
| Kentucky Retirement Systems | 105,174 | $8.48M | 0.31% | +709+0.7% | Added |
| TD Private Client Wealth LLC | 104,763 | $8.45M | 0.38% | +6,670+6.8% | Added |
| Huntington National Bank | 103,158 | $8.32M | 0.08% | +5,099+5.2% | Added |
| Oregon Public Employees Retirement Fund | 102,779 | $8.29M | 0.10% | +878+0.9% | Added |
| Synovus Financial Corp | 102,530 | $8.27M | 0.09% | +2,338+2.3% | Added |
| KCM Investment Advisors LLC | 102,485 | $8.26M | 0.33% | −2,141−2.0% | Reduced |
| Associated Banc-Corp | 102,149 | $8.24M | 0.33% | +10,680+11.7% | Added |
| Elo Mutual Pension Insurance Co | 101,933 | $8.22M | 0.26% | −1,059−1.0% | Reduced |
| Marco Investment Management LLC | 101,754 | $8.20M | 0.92% | −175−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 101,521 | $8.18M | 0.51% | −802−0.8% | Reduced |
| BerganKDV Wealth Management, LLC | 100,822 | $8.13M | 0.84% | +41,880+71.1% | Added |
| Olstein Capital Management, L.P. | 100,000 | $8.06M | 1.26% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 99,919 | $8.05M | 2.04% | +2,211+2.3% | Added |
| Gotham Asset Management, LLC | 99,221 | $8.00M | 0.19% | −991−1.0% | Reduced |
| Pacer Advisors, Inc. | 99,037 | $7.98M | 0.03% | −34,146−25.6% | Reduced |
| Apriem Advisors | 98,794 | $7.96M | 1.27% | −19,027−16.1% | Reduced |
| Pallas Capital Advisors LLC | 88,524 | $7.94M | 0.74% | +24,547+38.4% | Added |
| Massmutual Trust Co FSB | 98,191 | $7.92M | 0.30% | +12,735+14.9% | Added |
| Washington Trust Co | 97,484 | $7.86M | 0.35% | +2,805+3.0% | Added |
| GWM Advisors LLC | 94,494 | $7.76M | 0.10% | +5,941+6.7% | Added |
| Gabelli Funds LLC | 96,040 | $7.74M | 0.06% | −800−0.8% | Reduced |
| FDx Advisors, Inc. | 99,301 | $7.72M | 0.34% | 00.0% | Unchanged |
| Parthenon LLC | 95,533 | $7.70M | 1.18% | +1,765+1.9% | Added |
| Baldwin Brothers Inc | 94,411 | $7.61M | 0.66% | −3,069−3.1% | Reduced |
| Squarepoint Ops LLC | 94,007 | $7.58M | 0.05% | −451,551−82.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 92,850 | $7.49M | 0.32% | +7,978+9.4% | Added |
| Sonora Investment Management Group, LLC | 92,385 | $7.45M | 0.65% | +13,244+16.7% | Added |
| Money Concepts Capital Corp | 91,546 | $7.43M | 0.41% | +43,005+88.6% | Added |
| Kanawha Capital Management LLC | 91,453 | $7.37M | 0.71% | +8,377+10.1% | Added |
| ExodusPoint Capital Management, LP | 91,341 | $7.36M | 0.08% | −96,729−51.4% | Reduced |
| Marks Group Wealth Management, Inc | 91,305 | $7.36M | 0.94% | +5,298+6.2% | Added |
| Cubist Systematic Strategies, LLC | 91,301 | $7.36M | 0.07% | −31,524−25.7% | Reduced |
| Greystone Financial Group, LLC | 89,942 | $7.25M | 1.83% | +377+0.4% | Added |
| Evexia Wealth LLC | 81,057 | $7.25M | 3.91% | +81,057 | New |
| FineMark National Bank & Trust | 88,289 | $7.12M | 0.30% | −4,239−4.6% | Reduced |
| Bank of Nova Scotia Trust Co | 88,280 | $7.12M | 0.78% | −551−0.6% | Reduced |
| Channing Capital Management, LLC | 87,959 | $7.09M | 0.23% | −32,622−27.1% | Reduced |
| Miracle Mile Advisors, LLC | 87,938 | $7.09M | 0.23% | +104+0.1% | Added |
| Skba Capital Management LLC | 87,804 | $7.08M | 1.32% | −200−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 87,648 | $7.07M | 0.16% | −83,657−48.8% | Reduced |
| Westchester Capital Management, Inc. | 87,612 | $7.06M | 2.03% | +839+1.0% | Added |
| Regal Investment Advisors LLC | 87,271 | $7.04M | 0.62% | +12,327+16.4% | Added |
| Louisiana State Employees Retirement System | 86,500 | $6.97M | 0.18% | +600+0.7% | Added |
| Wealthfront Advisers LLC | 86,236 | $6.95M | 0.03% | +53,522+163.6% | Added |
| Brinker Capital Investments, LLC | 85,368 | $6.88M | 0.09% | +45,125+112.1% | Added |
| Orion Portfolio Solutions, LLC | 85,368 | $6.88M | 0.09% | +54,378+175.5% | Added |
| RPG Investment Advisory, LLC | 85,321 | $6.88M | 1.21% | +1,621+1.9% | Added |
| Norinchukin Bank, The | 84,032 | $6.77M | 0.13% | +2,644+3.2% | Added |
| Sio Capital Management, LLC | 84,012 | $6.77M | 3.35% | −43,988−34.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 83,878 | $6.76M | 1.25% | +12,999+18.3% | Added |
| Kovitz Investment Group Partners, LLC | 83,592 | $6.74M | 0.12% | −19,727−19.1% | Reduced |
| Cohen Klingenstein LLC | 83,100 | $6.70M | 0.31% | −5,000−5.7% | Reduced |
| Allied Investment Advisors, LLC | 82,840 | $6.68M | 2.07% | +6,091+7.9% | Added |
| Mengis Capital Management, Inc. | 82,839 | $6.68M | 1.41% | +26,025+45.8% | Added |
| Bailard, Inc. | 82,818 | $6.68M | 0.24% | +7,982+10.7% | Added |
| Compagnie Lombard Odier SCmA | 82,532 | $6.65M | 0.17% | −33,731−29.0% | Reduced |
| Banque Cantonale Vaudoise | 82,099 | $6.62M | 0.32% | +11,230+15.8% | Added |
| Cerity Partners LLC | 80,796 | $6.61M | 0.03% | +16,211+25.1% | Added |
| Moors & Cabot, Inc. | 81,358 | $6.56M | 0.45% | +3,680+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 80,635 | $6.50M | 0.10% | +336+0.4% | Added |
| United Asset Strategies, Inc. | 80,399 | $6.48M | 0.86% | +6,610+9.0% | Added |
| Prospera Financial Services Inc | 80,137 | $6.46M | 0.27% | +23,608+41.8% | Added |
| Oak Family Advisors, LLC | 80,119 | $6.46M | 3.18% | +21,831+37.5% | Added |
| Two Point Capital Management, Inc. | 80,118 | $6.46M | 3.80% | +197+0.2% | Added |
| Kestra Private Wealth Services, LLC | 79,836 | $6.44M | 0.26% | +21,398+36.6% | Added |
| LaFleur & Godfrey LLC | 79,600 | $6.42M | 1.05% | −6,679−7.7% | Reduced |
| Acadian Asset Management LLC | 79,219 | $6.38M | 0.03% | −4,526−5.4% | Reduced |
| Hikari Power Ltd | 79,060 | $6.37M | 0.64% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 76,208 | $6.20M | 0.96% | +583+0.8% | Added |
| Alley Investment Management Company, LLC | 76,417 | $6.16M | 1.03% | +4,704+6.6% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 76,113 | $6.14M | 1.95% | −1,082−1.4% | Reduced |
| Chilton Investment Co LLC | 75,625 | $6.10M | 0.19% | +12,969+20.7% | Added |
| Pekin Hardy Strauss, Inc. | 75,571 | $6.09M | 0.95% | +64,487+581.8% | Added |
| Moreno Evelyn V | 75,290 | $6.07M | 1.38% | +5,402+7.7% | Added |
| Mattern Capital Management, LLC | 75,123 | $6.06M | 1.07% | +2,184+3.0% | Added |
| Country Club Bank | 76,293 | $6.04M | 0.50% | +34,866+84.2% | Added |
| First Nebraska Trust Co | 73,914 | $5.96M | 0.75% | +3,655+5.2% | Added |
| Toroso Investments, LLC | 73,639 | $5.94M | 0.20% | +7,434+11.2% | Added |
| WealthBridge Investment Counsel Inc. | 73,475 | $5.92M | 2.62% | −185−0.3% | Reduced |
| Verity & Verity, LLC | 73,464 | $5.92M | 0.76% | +15,199+26.1% | Added |
| Pavadi Capital LLC | 73,295 | $5.91M | 6.45% | −1,978−2.6% | Reduced |
| TCW Group Inc | 73,129 | $5.90M | 0.08% | −210,879−74.3% | Reduced |
| LVM Capital Management Ltd | 72,634 | $5.86M | 0.81% | −1,201−1.6% | Reduced |
| Linscomb & Williams, Inc. | 72,401 | $5.84M | 0.31% | +2,361+3.4% | Added |
| Heritage Investors Management Corp | 72,300 | $5.83M | 0.25% | −100.0% | Reduced |
| Capital Analysts, LLC | 72,281 | $5.83M | 0.33% | +9,536+15.2% | Added |
| Martin Capital Partners, LLC | 72,139 | $5.82M | 2.42% | +21,434+42.3% | Added |