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 |
|---|---|---|---|---|---|
| Cercano Management LLC | 23,800 | $2.10M | 0.07% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 23,839 | $2.10M | 0.48% | −1,351−5.4% | Reduced |
| Citizens National Bank Trust Department | 23,899 | $2.11M | 0.56% | −6,230−20.7% | Reduced |
| Tower Research Capital LLC (TRC) | 23,902 | $2.11M | 0.07% | +494+2.1% | Added |
| 180 Wealth Advisors, LLC | 24,213 | $2.11M | 0.46% | +1,296+5.7% | Added |
| RFG Advisory, LLC | 23,966 | $2.11M | 0.09% | +13,285+124.4% | Added |
| Rathbone Brothers plc | 24,047 | $2.12M | 0.02% | −1,060−4.2% | Reduced |
| Citadel Investment Advisory, Inc. | 24,070 | $2.12M | 1.37% | −425−1.7% | Reduced |
| Cypress Asset Management Inc | 24,096 | $2.12M | 0.68% | −400−1.6% | Reduced |
| Ingalls & Snyder LLC | 24,246 | $2.14M | 0.10% | +650+2.8% | Added |
| Argent Advisors, Inc. | 24,482 | $2.16M | 0.99% | +1,527+6.7% | Added |
| We Are One Seven, LLC | 24,672 | $2.17M | 0.20% | −728−2.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 24,700 | $2.18M | 0.13% | +24,700 | New |
| IFG Advisory, LLC | 24,705 | $2.18M | 0.19% | +1,663+7.2% | Added |
| Regent Peak Wealth Advisors LLC | 24,917 | $2.20M | 0.64% | −1,942−7.2% | Reduced |
| Robinson Value Management, Ltd. | 24,989 | $2.20M | 1.59% | +421+1.7% | Added |
| United Fire Group Inc | 25,000 | $2.20M | 1.70% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 25,000 | $2.20M | 4.19% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 25,091 | $2.21M | 0.12% | −223−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 25,354 | $2.23M | 0.08% | −309−1.2% | Reduced |
| Pearl River Capital, LLC | 25,370 | $2.24M | 0.36% | +25,370 | New |
| Garrett Investment Advisors LLC | 25,449 | $2.24M | 0.32% | +1,512+6.3% | Added |
| Advisors Management Group Inc | 25,534 | $2.25M | 0.67% | +1,870+7.9% | Added |
| Shorepoint Capital Partners LLC | 25,715 | $2.27M | 0.64% | −305−1.2% | Reduced |
| Bowen Hanes & Co Inc | 25,748 | $2.27M | 0.07% | +10,540+69.3% | Added |
| Spinnaker Trust | 25,826 | $2.28M | 0.17% | +3,256+14.4% | Added |
| Notis-McConarty Edward | 25,926 | $2.28M | 0.87% | +3,452+15.4% | Added |
| Investment Management Corp of Ontario | 26,081 | $2.30M | 0.10% | +26,081 | New |
| Miller Investment Management, LP | 26,165 | $2.31M | 0.35% | 00.0% | Unchanged |
| Veriti Management LLC | 26,274 | $2.31M | 0.26% | +1,054+4.2% | Added |
| Concentric Wealth Management, LLC | 26,298 | $2.32M | 0.74% | +228+0.9% | Added |
| Lowe Brockenbrough & Co Inc | 26,274 | $2.33M | 0.18% | −230−0.9% | Reduced |
| Bremer Bank National Association | 26,481 | $2.33M | 0.44% | −4,505−14.5% | Reduced |
| Bank Ozk | 26,483 | $2.33M | 1.11% | −1,651−5.9% | Reduced |
| Verition Fund Management LLC | 26,492 | $2.33M | 0.04% | +3,343+14.4% | Added |
| Empire Financial Management Company, LLC | 26,528 | $2.34M | 0.93% | +1,811+7.3% | Added |
| Arkadios Wealth Advisors | 26,553 | $2.34M | 0.27% | −562−2.1% | Reduced |
| Stonegate Investment Group, LLC | 26,726 | $2.35M | 0.08% | +7,931+42.2% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.36M | 0.31% | −3,500−11.6% | Reduced |
| Nations Financial Group Inc, | 26,888 | $2.37M | 0.23% | +1,285+5.0% | Added |
| Engineers Gate Manager LP | 26,939 | $2.37M | 0.09% | +14,437+115.5% | Added |
| Garrison Asset Management, LLC | 26,953 | $2.37M | 1.42% | +506+1.9% | Added |
| Broderick Brian C | 26,986 | $2.38M | 0.63% | +2,858+11.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 27,493 | $2.38M | 1.26% | +2,233+8.8% | Added |
| Delta Capital Management LLC | 27,110 | $2.39M | 1.64% | −200−0.7% | Reduced |
| Endurant Capital Management LP | 27,181 | $2.39M | 3.09% | +27,181 | New |
| Allworth Financial LP | 27,251 | $2.40M | 0.02% | +3,544+14.9% | Added |
| Fred Alger Management, LLC | 27,259 | $2.40M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 27,303 | $2.41M | 0.08% | −105−0.4% | Reduced |
| Cordatus Wealth Management LLC | 27,410 | $2.42M | 0.91% | +6,721+32.5% | Added |
| Blackhawk Capital Partners LLC. | 27,452 | $2.42M | 1.68% | −24,772−47.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 27,366 | $2.43M | 1.21% | −554−2.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 27,655 | $2.44M | 1.67% | +75+0.3% | Added |
| Tevis Investment Management | 27,704 | $2.44M | 2.38% | +1,460+5.6% | Added |
| Slagle Financial, LLC | 27,732 | $2.44M | 1.52% | +27,732 | New |
| Sound View Wealth Advisors Group, LLC | 27,764 | $2.45M | 0.32% | +8,498+44.1% | Added |
| Oak Associates, Ltd | 27,821 | $2.45M | 0.20% | −40.0% | Reduced |
| Ostrum Asset Management | 27,855 | $2.45M | 0.21% | −487−1.7% | Reduced |
| Cohen Lawrence B | 27,929 | $2.46M | 1.58% | −130−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 28,125 | $2.48M | 0.44% | −255−0.9% | Reduced |
| Cubic Asset Management, LLC | 28,338 | $2.50M | 0.67% | −50.0% | Reduced |
| Mutual Advisors, LLC | 28,573 | $2.52M | 0.10% | +548+2.0% | Added |
| Hodges Capital Management Inc. | 25,034 | $2.52M | 0.15% | +1,810+7.8% | Added |
| JNBA Financial Advisors | 28,697 | $2.53M | 0.30% | +82+0.3% | Added |
| Ossiam | 28,724 | $2.53M | 0.05% | +16,932+143.6% | Added |
| Integrated Advisors Network LLC | 28,787 | $2.54M | 0.15% | −32,584−53.1% | Reduced |
| Uncommon Cents Investing LLC | 28,897 | $2.55M | 0.90% | −45−0.2% | Reduced |
| Wedbush Securities Inc | 28,989 | $2.55M | 0.12% | −1,601−5.2% | Reduced |
| Comerica Securities,inc. | 28,836 | $2.56M | 0.18% | +336+1.2% | Added |
| Freestone Capital Holdings, LLC | 29,256 | $2.58M | 0.10% | −601−2.0% | Reduced |
| Fulton Bank, N.A. | 29,395 | $2.59M | 0.13% | −936−3.1% | Reduced |
| Harrell Investment Partners, LLC | 29,395 | $2.59M | 0.88% | +2,354+8.7% | Added |
| Resonant Capital Advisors, LLC | 29,169 | $2.59M | 0.28% | +5,323+22.3% | Added |
| Legacy Advisors, LLC | 29,457 | $2.60M | 0.39% | −144−0.5% | Reduced |
| LVW Advisors, LLC | 29,465 | $2.60M | 0.52% | −1,110−3.6% | Reduced |
| Wesbanco Bank Inc | 29,517 | $2.60M | 0.11% | +1,194+4.2% | Added |
| Cohen Capital Management, Inc. | 29,552 | $2.60M | 0.51% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 29,677 | $2.61M | 0.34% | +2,028+7.3% | Added |
| Palouse Capital Management, Inc. | 29,692 | $2.62M | 1.83% | −770−2.5% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.62M | 0.13% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 29,760 | $2.62M | 1.09% | +370+1.3% | Added |
| Columbia Asset Management | 29,802 | $2.63M | 0.56% | +6,645+28.7% | Added |
| Argonautica Private Wealth Management, Inc | 30,338 | $2.67M | 1.20% | +806+2.7% | Added |
| Financial Advisory Service, Inc. | 30,365 | $2.68M | 0.34% | +2,109+7.5% | Added |
| Phoenix Wealth Advisors | 30,389 | $2.68M | 1.56% | −490−1.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 30,445 | $2.68M | 1.19% | +30,445 | New |
| Northwest Investment Counselors, LLC | 30,528 | $2.69M | 0.72% | +2,404+8.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 30,540 | $2.69M | 2.60% | −565−1.8% | Reduced |
| NovaPoint Capital, LLC | 30,680 | $2.70M | 1.01% | −370−1.2% | Reduced |
| St Germain D J Co Inc | 30,767 | $2.71M | 0.14% | +30,767 | New |
| ProVise Management Group, LLC | 30,795 | $2.71M | 0.25% | +7,698+33.3% | Added |
| HM Payson & Co | 30,926 | $2.72M | 0.06% | −3,742−10.8% | Reduced |
| Vestcor Inc | 31,337 | $2.76M | 0.10% | −84−0.3% | Reduced |
| Zurich Insurance Group Ltd | 31,400 | $2.77M | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 31,410 | $2.77M | 0.54% | −490−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,467 | $2.77M | 0.10% | +762+2.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,515 | $2.78M | 2.37% | −1,000−3.1% | Reduced |
| Stoneridge Investment Partners LLC | 31,541 | $2.78M | 1.21% | −13,044−29.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 31,554 | $2.78M | 1.52% | −165−0.5% | Reduced |