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 |
|---|---|---|---|---|---|
| Conning Inc. | 34,759 | $2.80M | 0.09% | −1,066−3.0% | Reduced |
| Integrated Wealth Concepts LLC | 34,725 | $2.80M | 0.06% | +23,942+222.0% | Added |
| Otter Creek Advisors, LLC | 34,700 | $2.80M | 3.68% | +34,700 | New |
| LMG Wealth Partners, LLC | 34,683 | $2.80M | 0.90% | +3,489+11.2% | Added |
| HM Payson & Co | 34,668 | $2.79M | 0.07% | −996−2.8% | Reduced |
| Perkins Coie Trust Co | 34,592 | $2.79M | 0.84% | +1,712+5.2% | Added |
| Courier Capital LLC | 34,484 | $2.78M | 0.31% | +21+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 34,476 | $2.78M | 0.26% | +34,476 | New |
| Hanson & Doremus Investment Management | 34,279 | $2.76M | 0.61% | +2,815+8.9% | Added |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.75M | 0.81% | 00.0% | Unchanged |
| National Asset Management, Inc. | 33,644 | $2.73M | 0.07% | +1,685+5.3% | Added |
| Everence Capital Management Inc | 33,680 | $2.71M | 0.22% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 33,461 | $2.70M | 0.84% | −55−0.2% | Reduced |
| Bard Financial Services, Inc. | 33,345 | $2.69M | 0.22% | +8,970+36.8% | Added |
| Pathstone Family Office, LLC | 34,024 | $2.69M | 0.04% | −2,468−6.8% | Reduced |
| Pathway Financial Advisers, LLC | 32,999 | $2.66M | 1.07% | +7,882+31.4% | Added |
| Advisor Partners II, LLC | 32,931 | $2.65M | 0.15% | +4,820+17.1% | Added |
| Strategic Advisors LLC | 32,926 | $2.65M | 0.54% | +15,405+87.9% | Added |
| Farmers National Bank | 32,898 | $2.65M | 0.94% | +3,077+10.3% | Added |
| Horizon Investments, LLC | 32,896 | $2.65M | 0.08% | +1,954+6.3% | Added |
| Peloton Wealth Strategists | 32,900 | $2.65M | 1.21% | +600+1.9% | Added |
| Fundamentun, LLC | 32,875 | $2.65M | 0.45% | +2,486+8.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,515 | $2.62M | 2.23% | +3,350+11.5% | Added |
| Duality Advisers, LP | 32,401 | $2.61M | 0.30% | +9,253+40.0% | Added |
| Exchange Capital Management, Inc. | 32,026 | $2.58M | 0.52% | −57−0.2% | Reduced |
| Claret Asset Management Corp | 31,900 | $2.57M | 0.51% | −860−2.6% | Reduced |
| Clough Capital Partners L P | 31,900 | $2.57M | 0.28% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 31,770 | $2.56M | 0.66% | −18,642−37.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 31,719 | $2.56M | 1.46% | +1,480+4.9% | Added |
| Econ Financial Services Corp | 31,677 | $2.55M | 1.93% | +31,677 | New |
| Evercore Wealth Management, LLC | 31,516 | $2.54M | 0.05% | +302+1.0% | Added |
| GHP Investment Advisors, Inc. | 31,501 | $2.54M | 0.16% | +1,596+5.3% | Added |
| Vestcor Inc | 31,421 | $2.53M | 0.09% | −123−0.4% | Reduced |
| Zurich Insurance Group Ltd | 31,400 | $2.53M | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 31,201 | $2.52M | 0.28% | +12,480+66.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 31,105 | $2.51M | 2.29% | +893+3.0% | Added |
| NovaPoint Capital, LLC | 31,050 | $2.50M | 1.03% | +1,728+5.9% | Added |
| United Services Automobile Association | 31,050 | $2.50M | 0.08% | −18,872−37.8% | Reduced |
| Bremer Bank National Association | 30,986 | $2.50M | 0.48% | −1,390−4.3% | Reduced |
| Phoenix Wealth Advisors | 30,879 | $2.49M | 1.54% | +30,879 | New |
| Carnegie Capital Asset Management, LLC | 30,705 | $2.48M | 0.10% | +609+2.0% | Added |
| Wedbush Securities Inc | 30,590 | $2.47M | 0.12% | +2,901+10.5% | Added |
| LVW Advisors, LLC | 30,575 | $2.46M | 0.49% | +6,612+27.6% | Added |
| Palouse Capital Management, Inc. | 30,462 | $2.46M | 1.66% | +30,462 | New |
| Fulton Bank, N.A. | 30,331 | $2.45M | 0.13% | +949+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 30,293 | $2.44M | 0.02% | −415,708−93.2% | Reduced |
| Wolverine Trading, LLC | 30,810 | $2.44M | 0.07% | +11,307+58.0% | Added |
| McKinley Capital Management LLC /Delaware | 30,260 | $2.44M | 0.32% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 30,225 | $2.44M | 0.84% | +30,225 | New |
| Citizens National Bank Trust Department | 30,129 | $2.43M | 0.67% | −40−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 29,857 | $2.41M | 0.11% | −2,043−6.4% | Reduced |
| Legacy Advisors, LLC | 29,601 | $2.41M | 0.44% | +444+1.5% | Added |
| Atlantic Union Bankshares Corp | 29,829 | $2.40M | 0.25% | −19,308−39.3% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.39M | 0.13% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 29,701 | $2.39M | 0.03% | +29,701 | New |
| Cohen Capital Management, Inc. | 29,552 | $2.38M | 0.48% | −800−2.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 29,532 | $2.38M | 1.20% | −3,544−10.7% | Reduced |
| Stone Point Wealth LLC | 29,390 | $2.37M | 1.05% | +1,264+4.5% | Added |
| Illinois Municipal Retirement Fund | 29,321 | $2.36M | 0.05% | 00.0% | Unchanged |
| Summit Global Investments | 29,225 | $2.36M | 0.18% | +320+1.1% | Added |
| Okabena Investment Services Inc | 29,194 | $2.35M | 1.68% | −105−0.4% | Reduced |
| Uncommon Cents Investing LLC | 28,942 | $2.33M | 0.85% | +190+0.7% | Added |
| Comerica Securities,inc. | 28,500 | $2.32M | 0.17% | +657+2.4% | Added |
| JNBA Financial Advisors | 28,615 | $2.31M | 0.30% | −80−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 28,380 | $2.29M | 0.43% | +3,204+12.7% | Added |
| Cubic Asset Management, LLC | 28,343 | $2.29M | 0.64% | −830−2.8% | Reduced |
| Ostrum Asset Management | 28,342 | $2.28M | 0.20% | +28,342 | New |
| Wesbanco Bank Inc | 28,323 | $2.28M | 0.10% | −2,170−7.1% | Reduced |
| Financial Advisory Service, Inc. | 28,256 | $2.28M | 0.25% | +4,136+17.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,920 | $2.27M | 1.12% | +7,830+39.0% | Added |
| Bank Ozk | 28,134 | $2.27M | 1.12% | −690−2.4% | Reduced |
| Northwest Investment Counselors, LLC | 28,124 | $2.27M | 0.63% | +3,208+12.9% | Added |
| Cohen Lawrence B | 28,059 | $2.26M | 1.52% | +2,250+8.7% | Added |
| World Equity Group, Inc. | 9,399 | $2.26M | 0.39% | +3,895+70.8% | Added |
| Icon Wealth Partners, LLC | 28,044 | $2.26M | 0.25% | +28,044 | New |
| Strategic Wealth Partners, Ltd. | 28,038 | $2.26M | 0.35% | +4,959+21.5% | Added |
| Mutual Advisors, LLC | 28,025 | $2.26M | 0.09% | +3,014+12.1% | Added |
| Oak Associates, Ltd | 27,825 | $2.24M | 0.18% | +14,331+106.2% | Added |
| Liberty One Investment Management, LLC | 27,649 | $2.23M | 0.30% | +5,140+22.8% | Added |
| Virginia Wealth Management Group, Inc. | 27,580 | $2.22M | 1.53% | +4,245+18.2% | Added |
| First Hawaiian Bank | 27,408 | $2.21M | 0.07% | +4,773+21.1% | Added |
| Delta Capital Management LLC | 27,310 | $2.20M | 1.55% | −100−0.4% | Reduced |
| Fred Alger Management, LLC | 27,259 | $2.20M | 0.01% | +1,320+5.1% | Added |
| Arkadios Wealth Advisors | 27,115 | $2.19M | 0.26% | +3,183+13.3% | Added |
| Gladstone Institutional Advisory LLC | 27,087 | $2.18M | 0.14% | +4,243+18.6% | Added |
| Nixon Peabody Trust Co | 27,063 | $2.18M | 1.53% | +3,161+13.2% | Added |
| Harrell Investment Partners, LLC | 27,041 | $2.18M | 0.77% | +2,839+11.7% | Added |
| Regent Peak Wealth Advisors LLC | 26,859 | $2.17M | 0.67% | +8,345+45.1% | Added |
| Lowe Brockenbrough & Co Inc | 26,504 | $2.15M | 0.17% | −500−1.9% | Reduced |
| Umb Bank N A | 26,515 | $2.14M | 0.03% | −3,074−10.4% | Reduced |
| Magnetar Financial LLC | 26,450 | $2.13M | 0.04% | −186,160−87.6% | Reduced |
| Garrison Asset Management, LLC | 26,447 | $2.13M | 1.32% | −156−0.6% | Reduced |
| Tevis Investment Management | 26,244 | $2.12M | 2.15% | +3,218+14.0% | Added |
| Miller Investment Management, LP | 26,165 | $2.11M | 0.35% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 26,070 | $2.10M | 0.70% | +750+3.0% | Added |
| Shorepoint Capital Partners LLC | 26,020 | $2.10M | 0.60% | +878+3.5% | Added |
| Legacy Wealth Asset Management, LLC | 25,861 | $2.08M | 0.75% | −15−0.1% | Reduced |
| Vident Investment Advisory, LLC | 25,822 | $2.08M | 0.07% | +12,965+100.8% | Added |
| Ameritas Investment Partners, Inc. | 25,663 | $2.07M | 0.08% | +270+1.1% | Added |