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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versor Investments LP | 11,579 | $1.02M | 0.18% | +7,779+204.7% | Added |
| BigSur Wealth Management LLC | 11,500 | $1.02M | 0.49% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 11,617 | $1.02M | 0.38% | +2,300+24.7% | Added |
| Cherry Tree Wealth Management, LLC | 11,661 | $1.03M | 0.30% | +11,661 | New |
| Buckingham Strategic Wealth, LLC | 11,731 | $1.03M | 0.01% | −1,596−12.0% | Reduced |
| Vicus Capital | 11,757 | $1.04M | 0.11% | −1,320−10.1% | Reduced |
| Morningstar Investment Management LLC | 11,764 | $1.04M | 0.14% | +4,979+73.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,764 | $1.04M | 0.20% | +221+1.9% | Added |
| Kinneret Advisory, LLC | 11,715 | $1.04M | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 11,993 | $1.05M | 0.49% | +391+3.4% | Added |
| Robertson Stephens Wealth Management, LLC | 11,794 | $1.05M | 0.08% | −2,734−18.8% | Reduced |
| Magnolia Capital Advisors LLC | 11,911 | $1.05M | 0.53% | −30−0.3% | Reduced |
| Scott Investment Partners LLP | 12,000 | $1.06M | 2.38% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12,076 | $1.06M | 0.12% | +124+1.0% | Added |
| Calamos Wealth Management LLC | 12,111 | $1.07M | 0.08% | −114−0.9% | Reduced |
| Buckley Wealth Management, LLC | 12,115 | $1.07M | 0.36% | +3,860+46.8% | Added |
| Dumont & Blake Investment Advisors LLC | 12,130 | $1.07M | 0.35% | −582−4.6% | Reduced |
| Sawgrass Asset Management LLC | 12,138 | $1.07M | 0.13% | +350+3.0% | Added |
| Peterson Wealth Services | 12,141 | $1.07M | 0.51% | +141+1.2% | Added |
| Means Investment Co., Inc. | 12,184 | $1.07M | 0.17% | −537−4.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,243 | $1.08M | 0.17% | −570−4.4% | Reduced |
| Game Creek Capital, LP | 12,250 | $1.08M | 0.71% | −3,500−22.2% | Reduced |
| K.J. Harrison & Partners Inc | 12,300 | $1.08M | 0.20% | +12,300 | New |
| Phoenix Holdings Ltd. | 12,469 | $1.08M | 0.02% | +4,587+58.2% | Added |
| Coldstream Capital Management Inc | 12,268 | $1.08M | 0.03% | +222+1.8% | Added |
| EFG Asset Management (North America) Corp. | 12,328 | $1.09M | 0.23% | +4,181+51.3% | Added |
| St. Clair Advisors, LLC | 12,335 | $1.09M | 0.42% | 00.0% | Unchanged |
| Bank of Hawaii | 12,396 | $1.09M | 0.06% | −329−2.6% | Reduced |
| Summit Global Investments | 12,439 | $1.10M | 0.07% | −16,786−57.4% | Reduced |
| Transatlantique Private Wealth LLC | 12,443 | $1.10M | 0.57% | +15+0.1% | Added |
| Jump Financial, LLC | 12,478 | $1.10M | 0.04% | +12,478 | New |
| Connectus Wealth, LLC | 12,474 | $1.10M | 0.03% | +167+1.4% | Added |
| Tectonic Advisors LLC | 12,494 | $1.10M | 0.14% | −39−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 12,529 | $1.10M | 0.11% | −17,300−58.0% | Reduced |
| International Assets Investment Management, LLC | 12,561 | $1.11M | 0.15% | −972−7.2% | Reduced |
| Smith, Moore & Co. | 12,609 | $1.11M | 0.14% | +1,010+8.7% | Added |
| Strategic Blueprint, LLC | 12,649 | $1.11M | 0.11% | +221+1.8% | Added |
| Hilltop Holdings Inc. | 12,686 | $1.12M | 0.14% | +538+4.4% | Added |
| IHT Wealth Management, LLC | 12,694 | $1.12M | 0.06% | +2,912+29.8% | Added |
| Perigon Wealth Management, LLC | 12,698 | $1.12M | 0.04% | −155−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 12,835 | $1.13M | 0.04% | −2,796−17.9% | Reduced |
| Lipe & Dalton | 12,859 | $1.13M | 0.65% | +827+6.9% | Added |
| Legacy Financial Advisors, Inc. | 12,879 | $1.13M | 0.21% | +686+5.6% | Added |
| Bartlett & Co. LLC | 12,796 | $1.14M | 0.02% | +2,015+18.7% | Added |
| Equitable Holdings, Inc. | 12,895 | $1.14M | 0.02% | +1,657+14.7% | Added |
| Albar Capital Ltd | 12,895 | $1.14M | 0.25% | +12,895 | New |
| Bartlett & Co. Wealth Management LLC | 12,796 | $1.14M | 0.02% | +2,015+18.7% | Added |
| RSM US Wealth Management LLC | 12,801 | $1.14M | 0.04% | +30.0% | Added |
| Peapack Gladstone Financial Corp | 12,922 | $1.14M | 0.02% | −4,561−26.1% | Reduced |
| PFG Advisors | 12,965 | $1.14M | 0.09% | −389−2.9% | Reduced |
| AdvisorNet Financial, Inc | 12,975 | $1.14M | 0.10% | +3,205+32.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.15M | 0.41% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.15M | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,001 | $1.15M | 0.11% | −477−3.5% | Reduced |
| Martin Investment Management, LLC | 13,045 | $1.15M | 0.32% | +160+1.2% | Added |
| Summit Trail Advisors, LLC | 12,949 | $1.15M | 0.04% | +4,413+51.7% | Added |
| Strong Tower Advisory Services | 13,069 | $1.15M | 0.55% | +173+1.3% | Added |
| Stratos Wealth Advisors, LLC | 13,076 | $1.15M | 0.08% | −1,248−8.7% | Reduced |
| Bowman & Co S.C. | 13,073 | $1.15M | 0.87% | +756+6.1% | Added |
| HMS Capital Management, LLC | 13,077 | $1.15M | 0.70% | +13,077 | New |
| Pitcairn Co | 13,086 | $1.15M | 0.10% | −878−6.3% | Reduced |
| Pflug Koory, LLC | 13,101 | $1.15M | 0.59% | −200−1.5% | Reduced |
| HBW Advisory Services LLC | 13,160 | $1.16M | 0.25% | +1,526+13.1% | Added |
| MSH Capital Advisors LLC | 13,162 | $1.16M | 0.42% | +77+0.6% | Added |
| Monetary Management Group Inc | 13,175 | $1.16M | 0.36% | −775−5.6% | Reduced |
| Old National Bancorp | 13,252 | $1.17M | 0.03% | +116+0.9% | Added |
| Gs Investments, Inc. | 13,290 | $1.17M | 0.64% | −30−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,291 | $1.17M | 0.08% | +395+3.1% | Added |
| Arete Wealth Advisors, LLC | 13,291 | $1.17M | 0.10% | +246+1.9% | Added |
| Qtron Investments LLC | 13,300 | $1.17M | 0.22% | +4,042+43.7% | Added |
| Coastline Trust Co | 13,300 | $1.17M | 0.16% | +6,630+99.4% | Added |
| SNS Financial Group, LLC | 13,207 | $1.17M | 0.15% | +18+0.1% | Added |
| American Trust | 13,330 | $1.17M | 0.08% | −215−1.6% | Reduced |
| Rossmore Private Capital | 13,356 | $1.18M | 0.18% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 13,397 | $1.18M | 0.27% | +3,304+32.7% | Added |
| Guardian Wealth Management, Inc. | 13,440 | $1.18M | 1.08% | +276+2.1% | Added |
| Main Street Financial Solutions, LLC | 13,458 | $1.19M | 0.16% | +259+2.0% | Added |
| First County Bank | 13,464 | $1.19M | 0.58% | +2,025+17.7% | Added |
| Hedeker Wealth, LLC | 13,533 | $1.19M | 0.40% | +7,022+107.8% | Added |
| Aberdeen Wealth Management LLC | 13,579 | $1.20M | 0.86% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,602 | $1.20M | 0.08% | −265−1.9% | Reduced |
| Buckingham Capital Management, Inc. | 13,620 | $1.20M | 0.18% | +868+6.8% | Added |
| Page Arthur B | 13,641 | $1.20M | 1.14% | +258+1.9% | Added |
| Essex Financial Services, Inc. | 13,642 | $1.20M | 0.14% | +182+1.4% | Added |
| Sentry LLC | 13,644 | $1.20M | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 13,665 | $1.20M | 0.18% | −338−2.4% | Reduced |
| Regatta Capital Group, LLC | 13,669 | $1.20M | 0.38% | −662−4.6% | Reduced |
| Dakota Wealth Management | 13,683 | $1.21M | 0.06% | +3,827+38.8% | Added |
| Pine Valley Investments Ltd Liability Co | 13,719 | $1.21M | 0.12% | +10,589+338.3% | Added |
| CFS Investment Advisory Services, LLC | 13,745 | $1.21M | 0.15% | −120−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,763 | $1.21M | 0.04% | +1,140+9.0% | Added |
| Neville Rodie & Shaw Inc | 13,788 | $1.22M | 0.10% | +60+0.4% | Added |
| High Net Worth Advisory Group LLC | 13,806 | $1.22M | 0.47% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 13,811 | $1.22M | 0.92% | −18−0.1% | Reduced |
| Dempze Nancy E | 13,884 | $1.22M | 1.05% | +2,491+21.9% | Added |
| TCM Advisors, LLC | – | $1.22M | 0.53% | – | – |
| Confluence Wealth Services, Inc. | 13,943 | $1.23M | 0.26% | −81−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,008 | $1.23M | 0.05% | −1,103−7.3% | Reduced |
| Spire Wealth Management | 14,120 | $1.24M | 0.05% | −342−2.4% | Reduced |
| Arnhold LLC | 14,140 | $1.25M | 0.14% | 00.0% | Unchanged |