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 |
|---|---|---|---|---|---|
| Access Financial Services, Inc. | 18,540 | $1.63M | 0.95% | −194−1.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 18,547 | $1.63M | 1.08% | +1,072+6.1% | Added |
| Qsemble Capital Management, LP | 18,600 | $1.64M | 1.16% | +500+2.8% | Added |
| ABLE Financial Group, LLC | 18,623 | $1.64M | 0.85% | +1,547+9.1% | Added |
| NBT Bank N A | 18,731 | $1.65M | 0.24% | −205−1.1% | Reduced |
| Empowered Funds, LLC | 18,763 | $1.65M | 0.06% | +9,576+104.2% | Added |
| EA Series Trust | 18,763 | $1.65M | 0.06% | +18,763 | New |
| Cipher Capital LP | 18,767 | $1.65M | 0.28% | −1,439−7.1% | Reduced |
| Wambolt & Associates, LLC | 18,867 | $1.66M | 0.59% | +1,220+6.9% | Added |
| New England Research & Management, Inc. | 18,954 | $1.67M | 0.97% | +2,480+15.1% | Added |
| Wahed Invest LLC | 18,984 | $1.67M | 0.59% | +1,943+11.4% | Added |
| Cascade Investment Advisors, Inc. | 19,004 | $1.67M | 1.25% | −175−0.9% | Reduced |
| Money Concepts Capital Corp | 19,005 | $1.67M | 0.17% | −72,541−79.2% | Reduced |
| Kidder Stephen W | 19,010 | $1.67M | 0.55% | +3,000+18.7% | Added |
| Red Spruce Capital, LLC | 19,061 | $1.68M | 0.90% | −548−2.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 19,075 | $1.68M | 0.49% | −140−0.7% | Reduced |
| AXS Investments LLC | 19,094 | $1.68M | 0.45% | +410+2.2% | Added |
| Clearstead Advisors, LLC | 19,175 | $1.69M | 0.10% | +1,289+7.2% | Added |
| FRG Family Wealth Advisors LLC | 19,213 | $1.69M | 0.37% | −196−1.0% | Reduced |
| Charles Schwab Trust Co | 20,582 | $1.70M | 0.21% | +70+0.3% | Added |
| Benin Management CORP | 19,381 | $1.71M | 0.61% | +662+3.5% | Added |
| MV Capital Management, Inc. | 19,394 | $1.71M | 0.23% | +3,008+18.4% | Added |
| Fiduciary Group LLC | 19,440 | $1.71M | 0.21% | −985−4.8% | Reduced |
| Matrix Trust Co | 19,797 | $1.74M | 0.45% | +1,154+6.2% | Added |
| Boston Family Office LLC | 19,800 | $1.74M | 0.13% | +2,722+15.9% | Added |
| Bray Capital Advisors | 19,878 | $1.75M | 0.53% | −4,205−17.5% | Reduced |
| LMCG Investments, LLC | 19,982 | $1.76M | 0.11% | −576−2.8% | Reduced |
| Venture Visionary Partners LLC | 20,027 | $1.76M | 0.10% | +1,113+5.9% | Added |
| Azimuth Capital Investment Management LLC | 20,030 | $1.76M | 0.08% | +9,265+86.1% | Added |
| Bradley Foster & Sargent Inc | 20,125 | $1.77M | 0.04% | +2,810+16.2% | Added |
| Fernwood Investment Management, LLC | 20,146 | $1.77M | 0.63% | −500−2.4% | Reduced |
| Parallel Advisors, LLC | 20,196 | $1.78M | 0.06% | −1,164−5.4% | Reduced |
| Avidian Wealth Solutions, LLC | 20,319 | $1.79M | 0.12% | −20,386−50.1% | Reduced |
| Griffin Asset Management, Inc. | 20,346 | $1.79M | 0.24% | +4,698+30.0% | Added |
| Agate Pass Investment Management, LLC | 20,349 | $1.79M | 1.09% | +2,029+11.1% | Added |
| Asio Capital, LLC | 20,499 | $1.81M | 0.44% | +20,499 | New |
| Profund Advisors LLC | 20,522 | $1.81M | 0.10% | +513+2.6% | Added |
| Proequities, Inc. | 20,374 | $1.81M | 0.14% | +3,301+19.3% | Added |
| Equitable Trust Co | 20,618 | $1.82M | 0.14% | −2,196−9.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 20,635 | $1.82M | 0.62% | +2,399+13.2% | Added |
| Autumn Glory Partners, LLC | 20,663 | $1.82M | 1.33% | +20,663 | New |
| Cambridge Trust Co | 20,679 | $1.82M | 0.08% | −3,029−12.8% | Reduced |
| Drexel Morgan & Co. | 20,701 | $1.82M | 0.47% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 20,729 | $1.83M | 0.07% | −1,440−6.5% | Reduced |
| Girard Partners Ltd. | 20,731 | $1.83M | 0.19% | +1,630+8.5% | Added |
| PFG Investments, LLC | 20,813 | $1.83M | 0.33% | −1,476−6.6% | Reduced |
| Pictet Bank & Trust Ltd | 20,894 | $1.84M | 1.50% | −720−3.3% | Reduced |
| Telemus Capital, LLC | 21,054 | $1.85M | 0.16% | +904+4.5% | Added |
| BFT Financial Group, LLC | 21,075 | $1.86M | 0.21% | +1,039+5.2% | Added |
| SevenBridge Financial Group, LLC | 21,281 | $1.87M | 0.48% | +1,525+7.7% | Added |
| HBK Sorce Advisory LLC | 21,286 | $1.88M | 0.08% | +24+0.1% | Added |
| Comgest Global Investors S.A.S. | 21,300 | $1.88M | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 21,316 | $1.88M | 0.66% | −4,545−17.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,384 | $1.88M | 0.14% | +1,737+8.8% | Added |
| Tocqueville Asset Management L.P. | 21,459 | $1.89M | 0.03% | −32−0.1% | Reduced |
| City Holding Co | 21,461 | $1.89M | 0.33% | −1,677−7.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,473 | $1.89M | 0.24% | −13,003−37.7% | Reduced |
| Mattern Wealth Management LLC | 21,484 | $1.89M | 0.55% | +1,049+5.1% | Added |
| Okabena Investment Services Inc | 21,485 | $1.89M | 1.39% | −7,709−26.4% | Reduced |
| Bristlecone Advisors, LLC | 21,500 | $1.89M | 0.19% | −961−4.3% | Reduced |
| Connolly Sarah T. | 21,524 | $1.90M | 1.15% | −41−0.2% | Reduced |
| Tealwood Asset Management Inc | 21,559 | $1.90M | 0.92% | +81+0.4% | Added |
| Greenleaf Trust | 21,568 | $1.90M | 0.02% | −2,019−8.6% | Reduced |
| Banco de Sabadell, S.A | 21,669 | $1.91M | 1.54% | −747−3.3% | Reduced |
| Mach-1 Financial Group, Inc. | 21,746 | $1.92M | 0.77% | +21,459+7,477.0% | Added |
| Alpha DNA Investment Management LLC | 21,909 | $1.93M | 1.09% | +10,462+91.4% | Added |
| New England Asset Management Inc | 21,944 | $1.93M | 0.28% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 22,017 | $1.94M | 0.18% | +250+1.1% | Added |
| Webster Bank, N. A. | 22,042 | $1.94M | 0.25% | −524−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 22,063 | $1.94M | 0.06% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 22,204 | $1.96M | 1.59% | −4,859−18.0% | Reduced |
| Desjardins Global Asset Management Inc. | 22,242 | $1.96M | 0.23% | +6,713+43.2% | Added |
| West Michigan Advisors, LLC | 22,258 | $1.96M | 0.78% | +5,722+34.6% | Added |
| Valeo Financial Advisors, LLC | 22,326 | $1.97M | 0.09% | +530+2.4% | Added |
| Hengehold Capital Management LLC | 22,334 | $1.97M | 0.26% | −36−0.2% | Reduced |
| Sawyer & Company, Inc | 22,363 | $1.97M | 0.90% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 22,429 | $1.98M | 0.14% | +510+2.3% | Added |
| Centiva Capital, LP | 22,472 | $1.98M | 0.10% | +6,808+43.5% | Added |
| Newman Dignan & Sheerar, Inc. | 22,521 | $1.98M | 0.61% | +198+0.9% | Added |
| Old North State Wealth Management, LLC | 22,630 | $2.00M | 1.75% | +798+3.7% | Added |
| Cary Street Partners Asset Management LLC | 22,708 | $2.00M | 0.37% | −24−0.1% | Reduced |
| Cannell Peter B & Co Inc | 22,800 | $2.01M | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 22,812 | $2.01M | 0.07% | +2,090+10.1% | Added |
| Dynamic Advisor Solutions LLC | 22,882 | $2.02M | 0.10% | +3,536+18.3% | Added |
| Sumitomo Life Insurance Co | 22,927 | $2.02M | 0.09% | −2,222−8.8% | Reduced |
| Machina Capital S.A.S. | 22,955 | $2.02M | 1.15% | +22,955 | New |
| Larson Financial Group LLC | 22,965 | $2.02M | 0.20% | +980+4.5% | Added |
| Valtinson Bruner Financial Planning LLC | 23,011 | $2.03M | 1.09% | −421−1.8% | Reduced |
| Parsons Capital Management Inc | 23,026 | $2.03M | 0.15% | −1,811−7.3% | Reduced |
| Koss-Olinger Consulting, LLC | 23,076 | $2.03M | 0.24% | +267+1.2% | Added |
| Aaron Wealth Advisors | 23,185 | $2.04M | 0.27% | +145+0.6% | Added |
| Caliber Wealth Management, LLC | 23,190 | $2.04M | 1.37% | +1,600+7.4% | Added |
| Silvercrest Asset Management Group LLC | 23,224 | $2.05M | 0.01% | +181+0.8% | Added |
| Simplex Trading, LLC | 23,255 | $2.05M | 0.09% | −40,523−63.5% | Reduced |
| Global Retirement Partners, LLC | 23,294 | $2.05M | 0.10% | +2,469+11.9% | Added |
| Greenline Partners, LLC | 23,304 | $2.05M | 0.38% | −300−1.3% | Reduced |
| Harfst & Associates, Inc. | 23,443 | $2.07M | 0.55% | +8,138+53.2% | Added |
| Rodgers Brothers Inc. | 23,565 | $2.08M | 0.37% | −39−0.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 23,770 | $2.09M | 1.55% | +295+1.3% | Added |
| Umb Bank N A | 23,786 | $2.10M | 0.03% | −2,729−10.3% | Reduced |