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 |
|---|---|---|---|---|---|
| Intercontinental Wealth Advisors, LLC | 14,155 | $1.25M | 0.30% | −1,434−9.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 14,060 | $1.25M | 0.53% | −1,511−9.7% | Reduced |
| Ridgewood Investments LLC | 14,288 | $1.26M | 0.72% | +1,642+13.0% | Added |
| Investors Research Corp | 14,323 | $1.26M | 0.32% | −100−0.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,353 | $1.26M | 1.25% | −828−5.5% | Reduced |
| Signaturefd, LLC | 14,539 | $1.28M | 0.03% | +304+2.1% | Added |
| Duff & Phelps Investment Management Co | 14,557 | $1.28M | 0.02% | +300+2.1% | Added |
| Bryn Mawr Trust Co | 14,574 | $1.28M | 0.05% | +2,935+25.2% | Added |
| Community Bank of Raymore | 14,715 | $1.30M | 0.56% | −170−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 14,737 | $1.30M | 0.03% | −112−0.8% | Reduced |
| ICW Investment Advisors LLC | 14,747 | $1.30M | 0.70% | +542+3.8% | Added |
| CenterBook Partners LP | 14,774 | $1.30M | 0.16% | −24,331−62.2% | Reduced |
| Ergoteles LLC | 14,795 | $1.30M | 0.06% | +4,756+47.4% | Added |
| Whitener Capital Management, Inc. | 14,798 | $1.30M | 0.50% | +262+1.8% | Added |
| Ballentine Partners, LLC | 14,828 | $1.31M | 0.03% | +944+6.8% | Added |
| Evergreen Capital Management LLC | 14,734 | $1.31M | 0.05% | +4,825+48.7% | Added |
| Riverview Capital Advisers, LLC | 14,858 | $1.31M | 0.57% | −25−0.2% | Reduced |
| Bellecapital International Ltd. | 14,903 | $1.31M | 0.32% | +851+6.1% | Added |
| Trust Co of Oklahoma | 15,000 | $1.32M | 0.49% | −1,317−8.1% | Reduced |
| Summit Financial, LLC | 14,941 | $1.33M | 0.10% | −5,296−26.2% | Reduced |
| CNB Bank | 15,070 | $1.33M | 0.78% | −913−5.7% | Reduced |
| Stiles Financial Services Inc | 15,075 | $1.33M | 0.66% | −145−1.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.34M | 1.11% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 15,438 | $1.34M | 0.16% | −425−2.7% | Reduced |
| Investment House LLC | 15,315 | $1.35M | 0.10% | −948−5.8% | Reduced |
| Delaney Dennis R | 15,375 | $1.35M | 0.82% | +4,260+38.3% | Added |
| Capital Investment Advisors, LLC | 15,378 | $1.35M | 0.04% | −1,333−8.0% | Reduced |
| Doliver Advisors, LP | 15,423 | $1.36M | 0.41% | +196+1.3% | Added |
| Dana Investment Advisors, Inc. | 15,446 | $1.36M | 0.07% | +1,226+8.6% | Added |
| Verdence Capital Advisors LLC | 15,455 | $1.36M | 0.16% | +1,273+9.0% | Added |
| McKinley Carter Wealth Services, Inc. | 15,457 | $1.36M | 0.10% | +305+2.0% | Added |
| Tradition Wealth Management, LLC | 15,500 | $1.37M | 0.16% | +1,175+8.2% | Added |
| C2C Wealth Management, LLC | 15,752 | $1.37M | 0.18% | +1,035+7.0% | Added |
| GoalVest Advisory LLC | 15,597 | $1.37M | 0.71% | −198−1.3% | Reduced |
| Trust Asset Management LLC | 15,600 | $1.37M | 0.14% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15,606 | $1.37M | 0.39% | +2,665+20.6% | Added |
| Rockland Trust Co | 15,609 | $1.38M | 0.08% | +126+0.8% | Added |
| Outfitter Financial LLC | 15,654 | $1.38M | 1.23% | +422+2.8% | Added |
| Independent Financial Group, LLC | 15,755 | $1.39M | 0.10% | +924+6.2% | Added |
| Rehmann Capital Advisory Group | 15,761 | $1.39M | 0.12% | −1,909−10.8% | Reduced |
| WSFS Capital Management, LLC | 15,856 | $1.40M | 0.13% | −998−5.9% | Reduced |
| Oarsman Capital, Inc. | 15,919 | $1.40M | 0.61% | +3,737+30.7% | Added |
| Belpointe Asset Management LLC | 16,003 | $1.41M | 0.15% | −4,748−22.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,004 | $1.41M | 0.04% | −890−5.3% | Reduced |
| Insight Inv LLC | 16,023 | $1.41M | 1.45% | +1,345+9.2% | Added |
| Canvas Wealth Advisors, LLC | 15,912 | $1.41M | 0.52% | −1,235−7.2% | Reduced |
| Altfest L J & Co Inc | 16,039 | $1.41M | 0.21% | +59+0.4% | Added |
| First Foundation Advisors | 16,044 | $1.41M | 0.06% | −19,247−54.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,046 | $1.41M | 0.18% | +622+4.0% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.42M | 0.66% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 16,091 | $1.42M | 0.20% | +11,559+255.1% | Added |
| Schulhoff & Co Inc | 16,117 | $1.42M | 0.66% | −398−2.4% | Reduced |
| Cigna Investments Inc | 16,113 | $1.42M | 0.27% | −160−1.0% | Reduced |
| Alaethes Wealth LLC | 16,191 | $1.43M | 0.78% | +568+3.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,269 | $1.43M | 0.66% | +6,922+74.1% | Added |
| Harrington Investments, INC | 16,274 | $1.43M | 0.94% | +463+2.9% | Added |
| Insight Wealth Strategies, LLC | 16,619 | $1.46M | 0.28% | +452+2.8% | Added |
| Wolff Wiese Magana LLC | 16,636 | $1.47M | 1.13% | +165+1.0% | Added |
| NTV Asset Management LLC | 16,646 | $1.47M | 0.26% | +172+1.0% | Added |
| Guild Investment Management, Inc. | 16,540 | $1.47M | 2.07% | +850+5.4% | Added |
| Capital Investment Advisory Services, LLC | 16,703 | $1.47M | 0.15% | +944+6.0% | Added |
| Beacon Financial Group | 16,975 | $1.47M | 0.20% | −598−3.4% | Reduced |
| Founders Financial Securities LLC | 16,741 | $1.47M | 0.19% | +144+0.9% | Added |
| Forum Financial Management, LP | 16,776 | $1.48M | 0.03% | +724+4.5% | Added |
| Petredis Investment Advisors LLC | 16,957 | $1.49M | 0.21% | +165+1.0% | Added |
| Raleigh Capital Management Inc. | 16,975 | $1.50M | 0.75% | −1,370−7.5% | Reduced |
| AMG National Trust Bank | 17,052 | $1.50M | 0.05% | −608−3.4% | Reduced |
| Albion Financial Group | 17,218 | $1.52M | 0.13% | −2,327−11.9% | Reduced |
| Trust Co of Toledo NA | 17,220 | $1.52M | 0.26% | +2,940+20.6% | Added |
| Lederer & Associates Investment Counsel | 17,301 | $1.52M | 1.15% | +805+4.9% | Added |
| Dudley Capital Management, LLC | 17,305 | $1.52M | 1.02% | +485+2.9% | Added |
| XML Financial, LLC | 17,317 | $1.53M | 0.18% | +1,850+12.0% | Added |
| Fund Management at Engine No. 1 LLC | 17,318 | $1.53M | 0.28% | +1,184+7.3% | Added |
| BFSG, LLC | 17,319 | $1.53M | 0.26% | −4,729−21.4% | Reduced |
| Principle Wealth Partners LLC | 17,346 | $1.53M | 0.15% | +2,322+15.5% | Added |
| Canandaigua National Bank & Trust Co | 17,419 | $1.53M | 0.25% | −13−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,461 | $1.54M | 0.46% | +4,321+32.9% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.54M | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17,559 | $1.55M | 0.22% | +1,117+6.8% | Added |
| WealthShield Partners, LLC | 17,505 | $1.55M | 0.23% | +778+4.7% | Added |
| Lakeside Advisors, INC. | 17,687 | $1.56M | 1.15% | −94−0.5% | Reduced |
| Golden State Equity Partners | 17,706 | $1.56M | 0.44% | +7,498+73.5% | Added |
| 1st Source Bank | 17,734 | $1.56M | 0.10% | −791−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,878 | $1.58M | 0.02% | −5,332−23.0% | Reduced |
| Creative Financial Designs Inc | 17,929 | $1.58M | 0.19% | −118−0.7% | Reduced |
| Xcel Wealth Management, LLC | 17,931 | $1.58M | 0.50% | −1,661−8.5% | Reduced |
| Berkeley Capital Partners, LLC | 17,995 | $1.59M | 0.56% | +1,165+6.9% | Added |
| First Bank & Trust | 18,025 | $1.59M | 0.40% | +3,679+25.6% | Added |
| Western Wealth Management, LLC | 18,047 | $1.59M | 0.14% | +1,308+7.8% | Added |
| Charter Oak Capital Management, LLC | 18,125 | $1.60M | 0.21% | +80.0% | Added |
| Epiq Partners, LLC | 18,153 | $1.60M | 1.09% | +300+1.7% | Added |
| EP Wealth Advisors, LLC | 131,680 | $1.60M | 0.02% | +114,176+652.3% | Added |
| Sandy Spring Bank | 18,213 | $1.60M | 0.09% | −172−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 18,321 | $1.61M | 0.17% | +1,526+9.1% | Added |
| Jacobi Capital Management LLC | 18,341 | $1.62M | 0.18% | +514+2.9% | Added |
| IFP Advisors, Inc | 20,232 | $1.62M | 0.08% | +1,988+10.9% | Added |
| Evergreen Wealth Management, LLC | 18,377 | $1.62M | 1.27% | +1,898+11.5% | Added |
| AIMZ Investment Advisors, LLC | 18,414 | $1.62M | 0.70% | +40.0% | Added |
| Beverly Hills Private Wealth, LLC | 19,336 | $1.63M | 0.27% | +8,969+86.5% | Added |
| Icon Wealth Partners, LLC | 18,505 | $1.63M | 0.17% | −9,539−34.0% | Reduced |