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 |
|---|---|---|---|---|---|
| Aperture Investors, LLC | 71,895 | $5.80M | 0.82% | +3,666+5.4% | Added |
| Corbyn Investment Management Inc | 71,884 | $5.80M | 2.32% | −387−0.5% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $5.77M | 0.67% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 71,396 | $5.76M | 1.60% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 71,384 | $5.75M | 0.36% | −796−1.1% | Reduced |
| Nomura Holdings Inc | 71,208 | $5.74M | 0.06% | +3,425+5.1% | Added |
| Value Partners Investments Inc. | 71,072 | $5.73M | 0.47% | +20,186+39.7% | Added |
| Tufton Capital Management | 70,516 | $5.68M | 1.23% | +8,936+14.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 70,466 | $5.68M | 0.14% | 00.0% | Unchanged |
| Tower Bridge Advisors | 70,382 | $5.67M | 0.46% | −18,980−21.2% | Reduced |
| Glenview Trust Co | 70,338 | $5.67M | 0.17% | −1,498−2.1% | Reduced |
| Mark Stevens | 70,121 | $5.65M | 0.73% | −1,929−2.7% | Reduced |
| Parcion Private Wealth LLC | 69,837 | $5.63M | 0.59% | +10,946+18.6% | Added |
| Murphy Pohlad Asset Management LLC | 69,632 | $5.61M | 2.33% | +580+0.8% | Added |
| Trust Co of Vermont | 69,167 | $5.58M | 0.39% | +3,202+4.9% | Added |
| Valicenti Advisory Services Inc | 68,901 | $5.55M | 1.85% | −894−1.3% | Reduced |
| JGP Wealth Management, LLC | 68,556 | $5.53M | 0.97% | +6,606+10.7% | Added |
| Running Oak Capital LLC | 68,069 | $5.49M | 1.56% | +2,659+4.1% | Added |
| Naples Global Advisors, LLC | 67,503 | $5.49M | 0.68% | +2,535+3.9% | Added |
| Ledyard National Bank | 67,764 | $5.46M | 0.63% | −4,391−6.1% | Reduced |
| Sivik Global Healthcare LLC | 67,500 | $5.44M | 2.34% | +67,500 | New |
| CIBC World Markets Corp | 67,265 | $5.42M | 0.09% | −88,997−57.0% | Reduced |
| Benedict Financial Advisors Inc | 67,206 | $5.42M | 1.53% | +3,203+5.0% | Added |
| Atria Wealth Solutions, Inc. | 66,360 | $5.39M | 0.08% | +6,441+10.7% | Added |
| HB Wealth Management, LLC | 66,688 | $5.38M | 0.09% | +26,938+67.8% | Added |
| Cetera Advisors LLC | 66,596 | $5.37M | 0.09% | +7,231+12.2% | Added |
| McCollum Christoferson Group LLC | 66,590 | $5.37M | 1.66% | −1,825−2.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 66,393 | $5.35M | 0.13% | +66,393 | New |
| Monarch Capital Management Inc | 65,769 | $5.34M | 1.64% | +243+0.4% | Added |
| Andra AP-fonden | 66,029 | $5.32M | 0.14% | −13,871−17.4% | Reduced |
| Addenda Capital Inc. | 65,472 | $5.31M | 0.22% | +14,145+27.6% | Added |
| Beacon Pointe Advisors, LLC | 65,632 | $5.29M | 0.09% | +2,920+4.7% | Added |
| American National Bank | 65,461 | $5.28M | 0.97% | −3,718−5.4% | Reduced |
| Soltis Investment Advisors LLC | 65,453 | $5.28M | 0.67% | +14,616+28.8% | Added |
| JustInvest LLC | 65,062 | $5.25M | 0.18% | +34,146+110.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 64,968 | $5.24M | 1.83% | +7,524+13.1% | Added |
| Beese Fulmer Investment Management, Inc. | 64,937 | $5.24M | 0.60% | −962−1.5% | Reduced |
| Colony Group LLC | 64,834 | $5.23M | 0.08% | −18,905−22.6% | Reduced |
| Mar Vista Investment Partners LLC | 64,539 | $5.20M | 0.23% | 00.0% | Unchanged |
| Alerus Financial NA | 64,529 | $5.20M | 0.46% | −80−0.1% | Reduced |
| Sawtooth Solutions, LLC | 64,299 | $5.18M | 0.14% | +26,527+70.2% | Added |
| MainStreet Investment Advisors LLC | 63,986 | $5.16M | 0.57% | +3,105+5.1% | Added |
| Brookstone Capital Management | 62,725 | $5.15M | 0.10% | +3,689+6.2% | Added |
| Advocate Group LLC | 63,820 | $5.15M | 1.12% | +12,072+23.3% | Added |
| Simplex Trading, LLC | 63,778 | $5.14M | 0.23% | −109,727−63.2% | Reduced |
| Financial & Tax Architects, LLC | 63,166 | $5.09M | 1.68% | +1,493+2.4% | Added |
| Vance Wealth, Inc. | 62,590 | $5.09M | 2.73% | −258−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 62,815 | $5.06M | 0.24% | +42,342+206.8% | Added |
| Highland Capital Management, LLC | 62,671 | $5.05M | 0.37% | −147−0.2% | Reduced |
| Inlet Private Wealth, LLC | 62,584 | $5.05M | 1.31% | +3,775+6.4% | Added |
| Cheviot Value Management, LLC | 62,289 | $5.02M | 1.21% | +11,273+22.1% | Added |
| JB Capital LLC | 62,153 | $5.01M | 0.46% | +1,748+2.9% | Added |
| Valley National Advisers Inc | 55,747 | $5.00M | 0.88% | +1,635+3.0% | Added |
| New Mexico Educational Retirement Board | 61,487 | $4.96M | 0.25% | −2,000−3.2% | Reduced |
| Integrated Advisors Network LLC | 61,371 | $4.95M | 0.30% | +8,304+15.6% | Added |
| Consolidated Investment Group LLC | 61,100 | $4.93M | 0.96% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60,894 | $4.91M | 0.30% | +54,221+812.5% | Added |
| Poehling Capital Management, LLC | 60,561 | $4.88M | 1.65% | +2,738+4.7% | Added |
| Camden National Bank | 60,408 | $4.87M | 0.99% | +2,695+4.7% | Added |
| Advisory Services Network, LLC | 59,749 | $4.82M | 0.13% | +3,345+5.9% | Added |
| Metropolitan Life Insurance Co | 59,496 | $4.80M | 0.25% | −17,382−22.6% | Reduced |
| Bleakley Financial Group, LLC | 59,486 | $4.80M | 0.16% | +7,202+13.8% | Added |
| Cardinal Capital Management | 58,837 | $4.78M | 0.99% | +2,360+4.2% | Added |
| Dividend Assets Capital, LLC | 61,314 | $4.76M | 1.01% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 59,100 | $4.76M | 1.16% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 58,520 | $4.72M | 0.74% | −1,954−3.2% | Reduced |
| Regions Financial Corp | 58,253 | $4.70M | 0.04% | +149+0.3% | Added |
| Perennial Advisors, LLC | 57,930 | $4.67M | 1.34% | +2,173+3.9% | Added |
| Prudential PLC | 57,762 | $4.66M | 0.05% | +105+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 57,717 | $4.65M | 0.01% | +14,685+34.1% | Added |
| Quantinno Capital Management LP | 57,372 | $4.63M | 0.31% | +48,389+538.7% | Added |
| Round Hill Asset Management | 57,341 | $4.62M | 2.88% | −1,625−2.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,086 | $4.60M | 1.04% | 00.0% | Unchanged |
| Headinvest, LLC | 56,143 | $4.53M | 0.99% | +1,025+1.9% | Added |
| Providence Capital Advisors, LLC | 56,100 | $4.52M | 1.20% | +8,500+17.9% | Added |
| Ieq Capital, LLC | 56,016 | $4.52M | 0.10% | +17,999+47.3% | Added |
| Anchor Investment Management, LLC | 56,006 | $4.52M | 0.61% | +5,558+11.0% | Added |
| Fayez Sarofim & Co | 55,942 | $4.51M | 0.02% | +537+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.48M | 0.23% | 00.0% | Unchanged |
| CCLA Investment Management Ltd | 55,622 | $4.48M | 0.09% | −783,284−93.4% | Reduced |
| Appleton Partners Inc | 55,470 | $4.47M | 0.40% | −5,581−9.1% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 243,877 | $4.45M | 0.65% | +206,948+560.4% | Added |
| Te Ahumairangi Investment Management Ltd | 55,151 | $4.45M | 0.64% | 00.0% | Unchanged |
| Ally Financial Inc. | 55,000 | $4.43M | 0.66% | 00.0% | Unchanged |
| Independent Advisor Alliance | 54,739 | $4.41M | 0.21% | +1,717+3.2% | Added |
| Palisade Asset Management, LLC | 54,608 | $4.40M | 0.54% | +17,486+47.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 54,711 | $4.39M | 0.93% | −33,519−38.0% | Reduced |
| Bogart Wealth, LLC | 54,452 | $4.39M | 0.29% | +7,454+15.9% | Added |
| Romano Brothers and Company | 54,111 | $4.36M | 0.67% | −7,792−12.6% | Reduced |
| O'Brien Greene & Co. Inc | 53,966 | $4.35M | 1.63% | +678+1.3% | Added |
| Kingsview Wealth Management, LLC | 53,885 | $4.34M | 0.18% | −7,266−11.9% | Reduced |
| Metis Global Partners, LLC | 53,721 | $4.33M | 0.28% | +17,213+47.1% | Added |
| Kesler, Norman & Wride, LLC | 53,428 | $4.31M | 1.09% | +6,405+13.6% | Added |
| MAI Capital Management | 53,179 | $4.29M | 0.07% | −7,738−12.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 53,122 | $4.28M | 2.73% | −60−0.1% | Reduced |
| Pinnacle Associates Ltd | 52,951 | $4.27M | 0.09% | +8,993+20.5% | Added |
| Intact Investment Management Inc. | 52,600 | $4.24M | 0.17% | −28,100−34.8% | Reduced |
| Boston Research & Management Inc | 52,460 | $4.23M | 1.26% | +4,265+8.8% | Added |
| Hall Private Wealth Advisors | 52,369 | $4.22M | 2.20% | −994−1.9% | Reduced |
| Intech Investment Management LLC | 52,296 | $4.22M | 0.03% | −1,209−2.3% | Reduced |