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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, Q2 2023

Institutional positions in Medtronic plc as of Jun 30, 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
2,064
+74 vs. Q1 2023
Shares held
1.09B
−1.78M (−0.2%) vs. Q1 2023
Total value
$95.9B
+$7.92B (+9.0%) vs. Q1 2023
New holders
164
899 more added
Sold out
90
772 more reduced

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 2,064 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ2 2023: $95.9B
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 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2023.

Institutions holding MDT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.10$00.00%00.0%Unchanged
Column Capital Advisors, LLC1$880.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.1$1240.00%00.0%Unchanged
Lowe Wealth Advisors, LLC9$7930.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$7930.00%+9New
Bradley & Co. Private Wealth Management, LLC10$8810.00%+10New
Maryland Capital Advisors Inc.10$8810.00%+10New
True Wealth Design, LLC11$9700.00%+1+10.0%Added
McClarren Financial Advisors, Inc.16$1.00K0.00%−11−40.7%Reduced
Credential Qtrade Securities Inc.13$1.15K0.00%−3−18.8%Reduced
Country Trust Bank16$1.41K0.00%00.0%Unchanged
Cedar Wealth Management, LLC18$1.59K0.00%00.0%Unchanged
New Millennium Group LLC22$1.94K0.00%00.0%Unchanged
Magnolia Capital Management Ltd24$2.00K0.00%00.0%Unchanged
Northwest Capital Management Inc28$2.47K0.00%+28New
Rise Advisors, LLC32$2.86K0.00%00.0%Unchanged
Highline Wealth Partners LLC41$3.61K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC45$3.96K0.00%00.0%Unchanged
Avion Wealth48$4.00K0.00%+17+54.8%Added
Retirement Group, LLC51$4.49K0.00%00.0%Unchanged
Hartford Financial Management Inc.60$5.29K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.65$5.73K0.01%+65New
Sugarloaf Wealth Management, LLC70$6.19K0.00%−52−42.6%Reduced
Core Wealth Advisors, Inc.75$6.61K0.00%00.0%Unchanged
Intrepid Capital Management Inc84$7.40K0.01%+84New
Pittenger & Anderson Inc85$7.49K0.00%00.0%Unchanged
Global Financial Private Client, LLC92$8.02K0.00%−297−76.3%Reduced
C M Bidwell & Associates Ltd91$8.02K0.01%00.0%Unchanged
Global Wealth Strategies & Associates92$8.11K0.00%00.0%Unchanged
Halpern Financial, Inc.95$8.37K0.00%00.0%Unchanged
25 LLC97$8.52K0.00%+6+6.6%Added
Atticus Wealth Management, LLC98$8.63K0.00%−83−45.9%Reduced
AlphaMark Advisors, LLC100$9.00K0.00%00.0%Unchanged
Covestor Ltd102$9.00K0.01%+6+6.3%Added
PFS Partners, LLC108$9.52K0.01%+1+0.9%Added
Oliver Lagore Vanvalin Investment Group108$9.52K0.00%−82−43.2%Reduced
Piershale Financial Group, Inc.109$9.60K0.01%−57−34.3%Reduced
Investment Research & Advisory Group, Inc.109$9.60K0.01%00.0%Unchanged
West Branch Capital LLC115$10.1K0.01%−25−17.9%Reduced
Coastal Capital Group, Inc.119$10.5K0.00%00.0%Unchanged
WFA of San Diego, LLC120$10.6K0.01%+120New
Blue Bell Private Wealth Management, LLC121$10.7K0.00%00.0%Unchanged
IAG Wealth Partners, LLC123$10.8K0.00%−186−60.2%Reduced
Horizon Bancorp Inc126$11.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.127$11.2K0.01%00.0%Unchanged
Stephens Consulting, LLC140$12.3K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD140$12.3K0.00%00.0%Unchanged
Versant Capital Management, Inc145$12.8K0.00%+52+55.9%Added
Richard W. Paul & Associates, LLC146$12.9K0.01%−3−2.0%Reduced
KB Financial Partners, LLC142$13.0K0.00%−7,804−98.2%Reduced
Tyler-Stone Wealth Management148$13.0K0.01%+148New
Clearview Wealth Advisors LLC148$13.0K0.01%−71−32.4%Reduced
NewSquare Capital LLC152$13.4K0.00%+77+102.7%Added
Hollencrest Capital Management159$14.0K0.00%−175−52.4%Reduced
Paladin Advisory Group, LLC170$15.0K0.01%00.0%Unchanged
O'Dell Group, LLC174$15.3K0.00%+174New
McIlrath & Eck, LLC183$16.1K0.00%−117−39.0%Reduced
HBC Financial Services, PLLC205$17.0K0.01%+2+1.0%Added
Antonetti Capital Management LLC200$17.6K0.03%−50−20.0%Reduced
Mascoma Wealth Management LLC220$18.1K0.01%−92−29.5%Reduced
SOA Wealth Advisors, LLC.206$18.1K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC213$18.8K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A215$18.9K0.01%+215New
Ritter Daniher Financial Advisory LLC230$20.3K0.01%+60+35.3%Added
JCIC Asset Management Inc.235$20.7K0.01%00.0%Unchanged
Steward Financial Group LLC240$21.0K0.01%+118+96.7%Added
Marquette Asset Management, LLC244$21.5K0.01%+244New
SJS Investment Consulting Inc.247$21.8K0.01%+7+2.9%Added
Register Financial Advisors LLC248$21.8K0.02%−72−22.5%Reduced
Stone House Investment Management, LLC252$22.2K0.01%+200+384.6%Added
Abound Wealth Management260$22.9K0.01%−92−26.1%Reduced
Strategic Investment Solutions, Inc.278$23.0K0.00%−300−51.9%Reduced
Thomas J. Herzfeld Advisors, Inc.262$23.1K0.01%−16−5.8%Reduced
Impact Partnership Wealth, LLC265$23.3K0.01%+265New
Certified Advisory Corp268$23.6K0.00%−116−30.2%Reduced
Kenfarb & Co.281$24.8K0.02%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.283$24.9K0.00%−72−20.3%Reduced
Institutional & Family Asset Management, LLC288$25.4K0.00%−12−4.0%Reduced
Gables Capital Management Inc.289$25.5K0.02%00.0%Unchanged
Founders Capital Management291$25.6K0.02%00.0%Unchanged
Sofos Investments, Inc.88$25.8K0.11%+7+8.6%Added
Knott David M Jr300$26.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC299$26.3K0.00%+100+50.3%Added
Raffa Wealth Management, LLC300$26.4K0.01%00.0%Unchanged
WFA Asset Management Corp300$26.4K0.02%00.0%Unchanged
Horan Securities, Inc.302$26.6K0.01%+1+0.3%Added
Red Tortoise LLC308$27.1K0.02%−42−12.0%Reduced
Missouri Trust & Investment Co309$27.2K0.02%+209+209.0%Added
Trivant Custom Portfolio Group, LLC310$27.3K0.02%−71−18.6%Reduced
Delos Wealth Advisors, LLC310$27.3K0.03%00.0%Unchanged
Lee Financial Co332$29.5K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC341$30.0K0.02%00.0%Unchanged
Venturi Wealth Management, LLC344$30.3K0.00%+113+48.9%Added
Tilia Fiduciary Partners, Inc.362$31.9K0.03%−129−26.3%Reduced
Baystate Wealth Management LLC362$31.9K0.00%+4+1.1%Added
Rocky Mountain Advisers, LLC400$32.2K0.02%00.0%Unchanged
Fairfield, Bush & Co.367$32.3K0.01%+367New
Tucker Asset Management LLC386$34.0K0.01%−15−3.7%Reduced
Fiduciary Alliance LLC394$34.7K0.01%+394New
Baker Avenue Asset Management, LP395$34.8K0.00%−822−67.5%Reduced