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 |
|---|---|---|---|---|---|
| Blackhawk Capital Partners LLC. | 52,224 | $4.21M | 3.08% | +1,361+2.7% | Added |
| Siemens Fonds Invest GmbH | 52,036 | $4.20M | 0.44% | −155−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 51,050 | $4.12M | 0.09% | +756+1.5% | Added |
| Needham Investment Management LLC | 51,041 | $4.11M | 0.71% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 50,812 | $4.10M | 0.07% | +4,162+8.9% | Added |
| Goelzer Investment Management, Inc. | 50,786 | $4.09M | 0.36% | +50,786 | New |
| Rench Wealth Management, Inc. | 50,387 | $4.06M | 1.94% | +661+1.3% | Added |
| Somerset Trust Co | 50,379 | $4.06M | 1.76% | −1,759−3.4% | Reduced |
| Compass Wealth Management LLC | 49,993 | $4.03M | 1.28% | +10,073+25.2% | Added |
| Somerville Kurt F | 49,837 | $4.02M | 0.73% | +22,389+81.6% | Added |
| Great Lakes Advisors, LLC | 49,016 | $3.95M | 0.04% | +24,167+97.3% | Added |
| NS Partners Ltd | 48,777 | $3.93M | 0.22% | −17,599−26.5% | Reduced |
| BancorpSouth Bank | 48,527 | $3.91M | 0.36% | +1,276+2.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 48,301 | $3.91M | 0.27% | +10,638+28.2% | Added |
| Ironwood Investment Counsel, LLC | 48,457 | $3.91M | 0.93% | +5,637+13.2% | Added |
| Ancora Advisors, LLC | 48,435 | $3.90M | 0.11% | +4,219+9.5% | Added |
| TrinityPoint Wealth, LLC | 48,393 | $3.90M | 0.84% | +17,042+54.4% | Added |
| Everett Harris & Co | 48,094 | $3.88M | 0.06% | −2,166−4.3% | Reduced |
| Beech Hill Advisors, Inc. | 47,830 | $3.86M | 1.94% | +47,830 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 47,331 | $3.82M | 0.31% | −286−0.6% | Reduced |
| Smithbridge Asset Management Inc | 47,243 | $3.81M | 0.96% | +4,255+9.9% | Added |
| Snowden Capital Advisors LLC | 47,194 | $3.80M | 0.15% | +14,166+42.9% | Added |
| Berger Financial Group, Inc | 47,193 | $3.80M | 0.46% | +499+1.1% | Added |
| Jacobs & Co | 47,069 | $3.79M | 0.47% | −1,656−3.4% | Reduced |
| Azzad Asset Management Inc | 46,782 | $3.77M | 0.54% | +468+1.0% | Added |
| First Washington CORP | 46,471 | $3.75M | 1.85% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 46,470 | $3.75M | 1.32% | +3,900+9.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 45,878 | $3.70M | 0.17% | +11,698+34.2% | Added |
| Achmea Investment Management B.V. | 45,708 | $3.69M | 0.11% | −4,836−9.6% | Reduced |
| CAPROCK Group, Inc. | 45,116 | $3.67M | 0.28% | +18,893+72.0% | Added |
| TCTC Holdings, LLC | 45,180 | $3.64M | 0.15% | +73+0.2% | Added |
| Aigen Investment Management, LP | 44,934 | $3.62M | 0.50% | +30,262+206.3% | Added |
| Stoneridge Investment Partners LLC | 44,585 | $3.59M | 1.91% | −17,350−28.0% | Reduced |
| Consolidated Planning Corp | 43,982 | $3.55M | 0.92% | +10,285+30.5% | Added |
| Level Four Advisory Services, LLC | 43,959 | $3.54M | 0.23% | +7,198+19.6% | Added |
| Butensky & Cohen Financial Security, Inc | 43,904 | $3.54M | 1.28% | +1,725+4.1% | Added |
| Vinva Investment Management Ltd | 44,607 | $3.53M | 0.30% | +44,607 | New |
| Richelieu Gestion PLC | 43,443 | $3.50M | 3.16% | +411+1.0% | Added |
| Roberts Wealth Advisors, LLC | 43,751 | $3.48M | 1.59% | +11,370+35.1% | Added |
| Garland Capital Management Inc | 43,075 | $3.47M | 2.36% | +43,075 | New |
| Fiduciary Trust Co | 42,811 | $3.45M | 0.06% | −1,139−2.6% | Reduced |
| Teza Capital Management LLC | 42,640 | $3.44M | 0.74% | +42,640 | New |
| Franklin Street Advisors Inc | 42,537 | $3.43M | 0.31% | +42,537 | New |
| Focus Financial Network, Inc. | 41,844 | $3.40M | 0.21% | +685+1.7% | Added |
| Coston, McIsaac & Partners | 42,186 | $3.40M | 1.27% | +6,882+19.5% | Added |
| Nelson Capital Management, LLC | 42,169 | $3.40M | 0.97% | +579+1.4% | Added |
| SYSTM Wealth Solutions LLC | 42,034 | $3.39M | 0.52% | −22,739−35.1% | Reduced |
| Stokes Capital Advisors, LLC | 41,824 | $3.37M | 1.15% | +3,349+8.7% | Added |
| Avantax Advisory Services, Inc. | 41,722 | $3.36M | 0.04% | +2,207+5.6% | Added |
| Proquility Private Wealth Partners, LLC | 41,336 | $3.33M | 1.32% | +25,998+169.5% | Added |
| Van Hulzen Asset Management, LLC | 41,001 | $3.30M | 0.31% | +16,813+69.5% | Added |
| Kinloch Capital, LLC | 40,836 | $3.29M | 1.92% | −9,215−18.4% | Reduced |
| Zions Bancorporation, N.A. | 40,746 | $3.28M | 0.28% | +5,139+14.4% | Added |
| Argent Trust Co | 40,743 | $3.28M | 0.21% | +1,948+5.0% | Added |
| Avidian Wealth Solutions, LLC | 40,705 | $3.28M | 0.18% | +5,985+17.2% | Added |
| Puzo Michael J | 40,685 | $3.28M | 1.09% | +25,612+169.9% | Added |
| RBA Wealth Management, LLC | 40,662 | $3.28M | 1.63% | +2,027+5.2% | Added |
| Old Second National Bank of Aurora | 40,356 | $3.25M | 0.95% | −435−1.1% | Reduced |
| Chartwell Investment Partners, LLC | 40,237 | $3.24M | 0.12% | −2,770−6.4% | Reduced |
| FORA Capital, LLC | 40,220 | $3.24M | 0.32% | −83,660−67.5% | Reduced |
| Sectoral Asset Management Inc | 40,051 | $3.23M | 0.62% | +8,500+26.9% | Added |
| Laffer Tengler Investments | 40,015 | $3.23M | 0.87% | +1,086+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,929 | $3.22M | 0.13% | +6,081+18.0% | Added |
| Strategy Asset Managers LLC | 39,832 | $3.21M | 0.78% | +5,051+14.5% | Added |
| Brady Family Wealth, LLC | 39,778 | $3.21M | 1.27% | +721+1.8% | Added |
| Veritable, L.P. | 39,749 | $3.20M | 0.06% | +3,723+10.3% | Added |
| Cutter & CO Brokerage, Inc. | 39,719 | $3.20M | 1.00% | −612−1.5% | Reduced |
| Silicon Valley Capital Partners | 39,604 | $3.19M | 0.67% | +2,089+5.6% | Added |
| Keene & Associates, Inc. | 39,236 | $3.16M | 2.45% | +22,386+132.9% | Added |
| CenterBook Partners LP | 39,105 | $3.15M | 0.45% | +2,538+6.9% | Added |
| Bank of Nova Scotia | 39,097 | $3.15M | 0.01% | −235−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 39,000 | $3.14M | 1.18% | +1,100+2.9% | Added |
| Daymark Wealth Partners, LLC | 38,792 | $3.13M | 0.41% | +5,559+16.7% | Added |
| BTC Capital Management, Inc. | 38,999 | $3.13M | 0.36% | −1,165−2.9% | Reduced |
| DFPG Investments, LLC | 38,731 | $3.12M | 0.34% | +17,593+83.2% | Added |
| Demars Financial Group, LLC | 38,728 | $3.12M | 1.72% | +38,728 | New |
| Capital Insight Partners, LLC | 38,601 | $3.11M | 0.73% | +2,724+7.6% | Added |
| Arlington Partners LLC | 38,407 | $3.10M | 0.44% | +5,152+15.5% | Added |
| Sigma Planning Corp | 38,370 | $3.09M | 0.10% | +15,614+68.6% | Added |
| Eqis Capital Management, Inc. | 38,295 | $3.09M | 0.35% | +13,633+55.3% | Added |
| Oak Asset Management, LLC | 38,130 | $3.07M | 1.33% | +682+1.8% | Added |
| Transcend Wealth Collective, LLC | 37,415 | $3.02M | 0.31% | +6,206+19.9% | Added |
| Gilman Hill Asset Management, LLC | 37,239 | $3.00M | 0.61% | +18,790+101.8% | Added |
| Intrua Financial, LLC | 33,503 | $2.98M | 0.62% | +19,430+138.1% | Added |
| Meritage Portfolio Management | 36,908 | $2.98M | 0.22% | +1,278+3.6% | Added |
| Walter & Keenan Financial Consulting Co | 36,623 | $2.95M | 1.12% | +376+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 36,610 | $2.95M | 0.72% | −61−0.2% | Reduced |
| Core Alternative Capital | 36,474 | $2.94M | 0.39% | +24,667+208.9% | Added |
| Financial Partners Group, LLC | 36,414 | $2.94M | 1.54% | +205+0.6% | Added |
| Augustine Asset Management Inc | 36,255 | $2.92M | 1.45% | −315−0.9% | Reduced |
| SFMG, LLC | 36,056 | $2.91M | 0.31% | +2,952+8.9% | Added |
| Beach Investment Counsel Inc | 36,025 | $2.90M | 0.39% | +246+0.7% | Added |
| VELA Investment Management, LLC | 35,843 | $2.89M | 1.31% | +10,835+43.3% | Added |
| Synergy Financial Management, LLC | 35,693 | $2.88M | 0.70% | −350−1.0% | Reduced |
| Family Management Corp | 35,647 | $2.87M | 0.66% | +699+2.0% | Added |
| Financial Advisory Partners, LLC | 35,404 | $2.85M | 1.13% | −76−0.2% | Reduced |
| First Foundation Advisors | 35,291 | $2.85M | 0.13% | −15,287−30.2% | Reduced |
| Community Trust & Investment Co | 35,228 | $2.84M | 0.24% | +6,420+22.3% | Added |
| FAI Wealth Management | 35,221 | $2.84M | 2.58% | +1,132+3.3% | Added |
| Lake Street Financial LLC | 34,959 | $2.82M | 0.53% | +21,872+167.1% | Added |