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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.

Institutional holdersQ1 2023: 2,000 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ1 2023: $88.0B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2022.

Institutions holding MDT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Agricole S A25,625$2.07M0.09%−1,950−7.1%Reduced
Nations Financial Group Inc,25,603$2.06M0.22%+558+2.2%Added
We Are One Seven, LLC25,400$2.05M0.13%+2,808+12.4%Added
Wetherby Asset Management Inc25,314$2.04M0.12%+7,728+43.9%Added
Comprehensive Financial Consultants Institutional, Inc.25,260$2.04M1.15%+2,936+13.2%Added
Veriti Management LLC25,220$2.03M0.24%+3,341+15.3%Added
Longfellow Investment Management Co LLC25,190$2.03M0.46%+3,876+18.2%Added
Sumitomo Life Insurance Co25,149$2.03M0.17%−185−0.7%Reduced
Rathbone Brothers plc25,107$2.02M0.02%−3,360−11.8%Reduced
Investment Management of Virginia LLC25,081$2.02M0.38%+25,081New
United Fire Group Inc25,000$2.02M1.26%00.0%Unchanged
Intrepid Family Office LLC25,000$2.02M4.42%00.0%Unchanged
UBS Oconnor LLC25,000$2.02M0.05%+25,000New
SG Americas Securities, LLC24,885$2.01M0.03%−70,854−74.0%Reduced
Parsons Capital Management Inc24,837$2.00M0.16%−2,120−7.9%Reduced
Hodges Capital Management Inc.23,224$2.00M0.16%+23,224New
Simplify Asset Management Inc.24,723$1.99M0.36%+17,391+237.2%Added
Empire Financial Management Company, LLC24,717$1.99M0.81%+24,717New
Robinson Value Management, Ltd.24,568$1.98M1.52%−63−0.3%Reduced
Citadel Investment Advisory, Inc.24,495$1.98M1.34%−200−0.8%Reduced
Cypress Asset Management Inc24,496$1.97M0.68%−520−2.1%Reduced
Blackhill Capital Inc24,177$1.95M0.22%00.0%Unchanged
Broderick Brian C24,128$1.95M0.55%+10,272+74.1%Added
Bray Capital Advisors24,083$1.94M0.57%−2,619−9.8%Reduced
Resonant Capital Advisors, LLC23,846$1.94M0.22%+15,731+193.9%Added
Garrett Investment Advisors LLC23,937$1.93M0.30%+3,606+17.7%Added
Cercano Management LLC23,800$1.92M0.08%+23,800New
Cambridge Trust Co23,708$1.91M0.09%−16,895−41.6%Reduced
Allworth Financial LP23,707$1.91M0.02%+1,486+6.7%Added
Advisors Management Group Inc23,664$1.91M0.61%+19,440+460.2%Added
Greenline Partners, LLC23,604$1.90M0.36%−9,399−28.5%Reduced
Rodgers Brothers Inc.23,604$1.90M0.37%+12,050+104.3%Added
Ingalls & Snyder LLC23,596$1.90M0.10%00.0%Unchanged
Greenleaf Trust23,587$1.90M0.02%+10,824+84.8%Added
Ontario Teachers Pension Plan Board23,551$1.90M0.02%−4,866−17.1%Reduced
Creegan & Nassoura Financial Group, LLC23,475$1.89M1.45%+255+1.1%Added
Valtinson Bruner Financial Planning LLC23,432$1.89M1.08%+30.0%Added
Global Retirement Partners, LLC20,825$1.89M0.10%+5,794+38.5%Added
Tower Research Capital LLC (TRC)23,408$1.89M0.06%−5,701−19.6%Reduced
Williams Jones Wealth Management, LLC.23,210$1.87M0.03%+2,836+13.9%Added
Columbia Asset Management23,157$1.87M0.42%+9,332+67.5%Added
Verition Fund Management LLC23,149$1.87M0.03%−91,648−79.8%Reduced
City Holding Co23,138$1.87M0.34%−945−3.9%Reduced
Brown Brothers Harriman & Co23,122$1.86M0.02%−1,140−4.7%Reduced
ProVise Management Group, LLC23,097$1.86M0.18%+1,236+5.7%Added
Silvercrest Asset Management Group LLC23,043$1.86M0.01%+200+0.9%Added
IFG Advisory, LLC23,042$1.86M0.17%+2,415+11.7%Added
Aaron Wealth Advisors23,040$1.86M0.26%−8,425−26.8%Reduced
Argent Advisors, Inc.22,955$1.85M0.88%+6,219+37.2%Added
180 Wealth Advisors, LLC22,917$1.85M0.43%−926−3.9%Reduced
Equitable Trust Co22,814$1.84M0.14%+3,180+16.2%Added
Koss-Olinger Consulting, LLC22,809$1.84M0.23%+1,537+7.2%Added
Cannell Peter B & Co Inc22,800$1.84M0.07%−400−1.7%Reduced
Cary Street Partners Asset Management LLC22,732$1.83M0.35%+270+1.2%Added
Spinnaker Trust22,570$1.82M0.14%+6,625+41.5%Added
Webster Bank, N. A.22,566$1.82M0.24%+148+0.7%Added
44 Wealth Management LLC22,546$1.82M0.62%+512+2.3%Added
Notis-McConarty Edward22,474$1.81M0.72%+10,263+84.0%Added
Bristlecone Advisors, LLC22,461$1.81M0.20%+324+1.5%Added
Banco de Sabadell, S.A22,416$1.81M1.51%+4,415+24.5%Added
Hengehold Capital Management LLC22,370$1.80M0.25%+1,113+5.2%Added
Newman Dignan & Sheerar, Inc.22,323$1.80M0.58%−1,070−4.6%Reduced
PFG Investments, LLC22,289$1.80M0.37%+22,289New
Sawyer & Company, Inc22,363$1.79M0.97%−208−0.9%Reduced
First American Bank22,250$1.79M0.16%+6,890+44.9%Added
Stock Yards Bank & Trust Co22,169$1.79M0.07%−3,251−12.8%Reduced
Walleye Trading LLC22,152$1.79M0.06%−30,179−57.7%Reduced
Catalyst Capital Advisors LLC22,063$1.78M0.05%00.0%Unchanged
BFSG, LLC22,048$1.78M0.33%+287+1.3%Added
Larson Financial Group LLC21,985$1.77M0.19%−114−0.5%Reduced
New England Asset Management Inc21,944$1.77M0.26%00.0%Unchanged
Moody National Bank Trust Division21,919$1.77M0.15%+164+0.8%Added
Old North State Wealth Management, LLC21,832$1.76M1.65%+2,992+15.9%Added
Valeo Financial Advisors, LLC21,796$1.76M0.08%+7,290+50.3%Added
Shufro Rose & Co LLC21,767$1.75M0.16%+218+1.0%Added
Twin Capital Management Inc21,627$1.74M0.24%+21,627New
Pictet Bank & Trust Ltd21,614$1.74M1.21%+565+2.7%Added
Caliber Wealth Management, LLC21,590$1.74M1.30%+293+1.4%Added
Connolly Sarah T.21,565$1.74M1.10%+2,439+12.8%Added
Anson Funds Management LP21,500$1.73M0.55%+21,500New
Tocqueville Asset Management L.P.21,491$1.73M0.03%−900−4.0%Reduced
Tealwood Asset Management Inc21,478$1.73M0.88%+190+0.9%Added
Parallel Advisors, LLC21,360$1.72M0.06%+5,845+37.7%Added
Comgest Global Investors S.A.S.21,300$1.72M0.03%00.0%Unchanged
HBK Sorce Advisory LLC21,262$1.71M0.08%−3,498−14.1%Reduced
Apollon Wealth Management, LLC21,258$1.71M0.11%+876+4.3%Added
Belpointe Asset Management LLC20,751$1.67M0.09%+3,458+20.0%Added
Diversified Trust Co20,722$1.67M0.07%−2,400−10.4%Reduced
Drexel Morgan & Co.20,701$1.67M0.42%00.0%Unchanged
Cordatus Wealth Management LLC20,689$1.67M2.13%+832+4.2%Added
Fernwood Investment Management, LLC20,646$1.66M0.64%00.0%Unchanged
LMCG Investments, LLC20,558$1.66M0.11%−503−2.4%Reduced
Wexford Capital LP20,525$1.65M0.34%+20,525New
Charles Schwab Trust Co20,512$1.65M0.20%−443−2.1%Reduced
Mattern Wealth Management LLC20,435$1.65M0.55%−3,268−13.8%Reduced
Fiduciary Group LLC20,425$1.65M0.21%−1,279−5.9%Reduced
Summit Financial, LLC20,237$1.65M0.14%−226−1.1%Reduced
Cipher Capital LP20,206$1.63M0.30%−720−3.4%Reduced
Telemus Capital, LLC20,150$1.62M0.14%+1,286+6.8%Added
BFT Financial Group, LLC20,036$1.62M0.24%+20,036New