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 |
|---|---|---|---|---|---|
| Conning Inc. | 31,577 | $2.78M | 0.09% | −3,182−9.2% | Reduced |
| Everence Capital Management Inc | 33,680 | $2.79M | 0.23% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 31,600 | $2.79M | 0.16% | +19,491+161.0% | Added |
| United Services Automobile Association | 31,775 | $2.80M | 0.08% | +725+2.3% | Added |
| Clough Capital Partners L P | 31,900 | $2.81M | 0.28% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 31,948 | $2.81M | 0.07% | +31,871+41,390.9% | Added |
| Econ Financial Services Corp | 31,976 | $2.82M | 1.99% | +299+0.9% | Added |
| Exchange Capital Management, Inc. | 32,131 | $2.83M | 0.53% | +105+0.3% | Added |
| Evercore Wealth Management, LLC | 32,170 | $2.83M | 0.05% | +654+2.1% | Added |
| Paradigm Asset Management Co LLC | 32,200 | $2.84M | 0.76% | +13,500+72.2% | Added |
| VELA Investment Management, LLC | 32,718 | $2.88M | 1.33% | −3,125−8.7% | Reduced |
| Savant Capital, LLC | 32,893 | $2.90M | 0.05% | +26,305+399.3% | Added |
| Peloton Wealth Strategists | 32,900 | $2.90M | 1.28% | 00.0% | Unchanged |
| Twin Capital Management Inc | 32,992 | $2.91M | 0.38% | +11,365+52.6% | Added |
| Plimoth Trust Co LLC | 33,058 | $2.91M | 0.87% | −403−1.2% | Reduced |
| Strategic Advisors LLC | 33,279 | $2.93M | 0.56% | +353+1.1% | Added |
| Fundamentun, LLC | 33,453 | $2.95M | 0.45% | +578+1.8% | Added |
| Leelyn Smith, LLC | 33,711 | $2.97M | 0.72% | +1,941+6.1% | Added |
| Bard Financial Services, Inc. | 33,845 | $2.98M | 0.23% | +500+1.5% | Added |
| L2 Asset Management, LLC | 34,064 | $3.00M | 1.47% | +34,064 | New |
| Eqis Capital Management, Inc. | 34,100 | $3.00M | 0.34% | −4,195−11.0% | Reduced |
| Community Trust & Investment Co | 34,130 | $3.01M | 0.24% | −1,098−3.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $3.01M | 1.24% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 34,170 | $3.01M | 0.86% | −422−1.2% | Reduced |
| Apollon Wealth Management, LLC | 34,350 | $3.03M | 0.15% | +13,092+61.6% | Added |
| Sigma Planning Corp | 34,378 | $3.03M | 0.11% | −3,992−10.4% | Reduced |
| GHP Investment Advisors, Inc. | 36,326 | $3.03M | 0.18% | +4,825+15.3% | Added |
| Capital Insight Partners, LLC | 34,565 | $3.05M | 0.68% | −4,036−10.5% | Reduced |
| Horizon Investments, LLC | 34,574 | $3.05M | 0.09% | +1,678+5.1% | Added |
| Beach Investment Counsel Inc | 34,725 | $3.06M | 0.36% | −1,300−3.6% | Reduced |
| Family Management Corp | 35,173 | $3.10M | 0.68% | −474−1.3% | Reduced |
| Intrua Financial, LLC | 35,227 | $3.10M | 0.55% | +1,724+5.1% | Added |
| Gladstone Institutional Advisory LLC | 35,471 | $3.12M | 0.19% | +8,384+31.0% | Added |
| Farmers National Bank | 35,538 | $3.13M | 1.07% | +2,640+8.0% | Added |
| Pathstone Family Office, LLC | 34,843 | $3.14M | 0.04% | +819+2.4% | Added |
| Lake Street Financial LLC | 35,730 | $3.15M | 0.55% | +771+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 35,765 | $3.15M | 1.16% | −858−2.3% | Reduced |
| FAI Wealth Management | 35,795 | $3.15M | 2.82% | +574+1.6% | Added |
| Intact Investment Management Inc. | 35,800 | $3.15M | 0.13% | −16,800−31.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 35,935 | $3.17M | 0.74% | −675−1.8% | Reduced |
| Augustine Asset Management Inc | 36,098 | $3.18M | 1.47% | −157−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 36,212 | $3.19M | 0.33% | +5,011+16.1% | Added |
| LMG Wealth Partners, LLC | 36,292 | $3.20M | 0.98% | +1,609+4.6% | Added |
| National Asset Management, Inc. | 36,087 | $3.20M | 0.07% | +2,443+7.3% | Added |
| Shelter Mutual Insurance Co | 36,396 | $3.21M | 0.78% | −35,000−49.0% | Reduced |
| Financial Partners Group, LLC | 36,414 | $3.21M | 1.61% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 36,631 | $3.23M | 0.31% | −784−2.1% | Reduced |
| Financial Advisory Partners, LLC | 37,435 | $3.30M | 1.27% | +2,031+5.7% | Added |
| Gilman Hill Asset Management, LLC | 37,824 | $3.33M | 0.62% | +585+1.6% | Added |
| Core Alternative Capital | 38,001 | $3.35M | 0.49% | +1,527+4.2% | Added |
| Oak Asset Management, LLC | 38,115 | $3.36M | 1.39% | −150.0% | Reduced |
| Vinva Investment Management Ltd | 39,039 | $3.39M | 0.30% | −5,568−12.5% | Reduced |
| Meritage Portfolio Management | 38,456 | $3.39M | 0.24% | +1,548+4.2% | Added |
| Demars Financial Group, LLC | 38,513 | $3.39M | 1.88% | −215−0.6% | Reduced |
| First American Bank | 38,571 | $3.40M | 0.29% | +16,321+73.4% | Added |
| Bank of Nova Scotia | 38,786 | $3.42M | 0.01% | −311−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 38,965 | $3.43M | 0.25% | +173+0.4% | Added |
| Hamel Associates, Inc. | 38,995 | $3.44M | 1.20% | +8,770+29.0% | Added |
| Keene & Associates, Inc. | 39,094 | $3.44M | 2.68% | −142−0.4% | Reduced |
| Old Second National Bank of Aurora | 39,173 | $3.45M | 1.00% | −1,183−2.9% | Reduced |
| Stamos Capital Partners, L.P. | 39,200 | $3.45M | 0.81% | +20,450+109.1% | Added |
| SFMG, LLC | 39,208 | $3.45M | 0.36% | +3,152+8.7% | Added |
| Bridge Creek Capital Management LLC | 39,240 | $3.46M | 1.24% | +240+0.6% | Added |
| Fiduciary Trust Co | 39,400 | $3.47M | 0.06% | −3,411−8.0% | Reduced |
| Advisor Partners II, LLC | 39,497 | $3.48M | 0.16% | +6,566+19.9% | Added |
| BTC Capital Management, Inc. | 39,095 | $3.49M | 0.38% | +96+0.2% | Added |
| Hanson & Doremus Investment Management | 39,730 | $3.50M | 0.73% | +5,451+15.9% | Added |
| Sectoral Asset Management Inc | 40,051 | $3.53M | 0.59% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 40,175 | $3.54M | 2.11% | −661−1.6% | Reduced |
| Zions Bancorporation, N.A. | 40,196 | $3.54M | 0.30% | −550−1.3% | Reduced |
| Veritable, L.P. | 40,332 | $3.55M | 0.06% | +583+1.5% | Added |
| Nelson Capital Management, LLC | 40,712 | $3.59M | 0.93% | −1,457−3.5% | Reduced |
| Laffer Tengler Investments | 40,841 | $3.60M | 0.95% | +826+2.1% | Added |
| Alliance Wealth Advisors, LLC | 40,943 | $3.61M | 1.34% | +23,944+140.9% | Added |
| Brady Family Wealth, LLC | 41,066 | $3.62M | 1.35% | +1,288+3.2% | Added |
| Courier Capital LLC | 41,285 | $3.64M | 0.29% | +6,801+19.7% | Added |
| Integrated Wealth Concepts LLC | 41,345 | $3.64M | 0.06% | +6,620+19.1% | Added |
| RBA Wealth Management, LLC | 41,411 | $3.65M | 1.70% | +749+1.8% | Added |
| Proquility Private Wealth Partners, LLC | 41,412 | $3.65M | 1.43% | +76+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 41,436 | $3.65M | 0.14% | +1,507+3.8% | Added |
| Flputnam Investment Management Co | 41,608 | $3.67M | 0.10% | +35,213+550.6% | Added |
| Stokes Capital Advisors, LLC | 42,388 | $3.73M | 1.26% | +564+1.3% | Added |
| Focus Financial Network, Inc. | 42,346 | $3.76M | 0.21% | +502+1.2% | Added |
| SYSTM Wealth Solutions LLC | 42,739 | $3.77M | 0.51% | +705+1.7% | Added |
| TCTC Holdings, LLC | 42,806 | $3.77M | 0.15% | −2,374−5.3% | Reduced |
| Chemung Canal Trust Co | 42,973 | $3.79M | 0.81% | +30,729+251.0% | Added |
| DFPG Investments, LLC | 43,984 | $3.79M | 0.34% | +5,253+13.6% | Added |
| Butensky & Cohen Financial Security, Inc | 43,209 | $3.81M | 1.37% | −695−1.6% | Reduced |
| Wintrust Investments LLC | 43,528 | $3.83M | 0.38% | +43,528 | New |
| Roberts Wealth Advisors, LLC | 43,667 | $3.85M | 1.69% | −84−0.2% | Reduced |
| Hall Laurie J Trustee | 43,850 | $3.86M | 1.53% | +43,850 | New |
| Chartwell Investment Partners, LLC | 43,866 | $3.86M | 0.14% | +3,629+9.0% | Added |
| Coston, McIsaac & Partners | 44,280 | $3.90M | 1.34% | +2,094+5.0% | Added |
| UBS Oconnor LLC | 44,796 | $3.95M | 0.08% | +19,796+79.2% | Added |
| Consolidated Planning Corp | 44,861 | $3.95M | 0.83% | +879+2.0% | Added |
| Andra AP-fonden | 45,229 | $3.98M | 0.10% | −20,800−31.5% | Reduced |
| CAPROCK Group, Inc. | 44,904 | $3.99M | 0.29% | −212−0.5% | Reduced |
| Garland Capital Management Inc | 45,450 | $4.00M | 2.69% | +2,375+5.5% | Added |
| Strategy Asset Managers LLC | 45,618 | $4.02M | 0.89% | +5,786+14.5% | Added |
| Argyle Capital Management Inc. | 45,870 | $4.04M | 1.46% | −600−1.3% | Reduced |