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
- 2,063
- +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
- 898 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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 46,032 | $4.06M | 0.11% | −36,500−44.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 46,037 | $4.06M | 2.57% | −7,085−13.3% | Reduced |
| Richelieu Gestion PLC | 46,174 | $4.07M | 3.39% | +2,731+6.3% | Added |
| 44 Wealth Management LLC | 46,406 | $4.09M | 1.40% | +23,860+105.8% | Added |
| First Washington CORP | 46,471 | $4.09M | 1.80% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 46,524 | $4.10M | 0.76% | +6,920+17.5% | Added |
| Strategic Wealth Partners, Ltd. | 46,593 | $4.10M | 0.53% | +18,555+66.2% | Added |
| Puzo Michael J | 46,784 | $4.12M | 1.30% | +6,099+15.0% | Added |
| Avantax Advisory Services, Inc. | 46,957 | $4.14M | 0.05% | +5,235+12.5% | Added |
| Hall Private Wealth Advisors | 46,986 | $4.14M | 2.24% | −5,383−10.3% | Reduced |
| Berger Financial Group, Inc | 47,119 | $4.15M | 0.47% | −74−0.2% | Reduced |
| FDx Advisors, Inc. | 47,169 | $4.16M | 0.23% | −52,132−52.5% | Reduced |
| Jacobs & Co | 47,367 | $4.17M | 0.50% | +298+0.6% | Added |
| Simplify Asset Management Inc. | 47,519 | $4.19M | 0.76% | +22,796+92.2% | Added |
| Azzad Asset Management Inc | 47,532 | $4.19M | 0.56% | +750+1.6% | Added |
| NS Partners Ltd | 47,677 | $4.20M | 0.22% | −1,100−2.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,759 | $4.21M | 0.32% | +428+0.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 47,851 | $4.22M | 0.61% | +47,851 | New |
| Beech Hill Advisors, Inc. | 48,072 | $4.24M | 2.06% | +242+0.5% | Added |
| Everett Harris & Co | 48,309 | $4.26M | 0.06% | +215+0.4% | Added |
| Smithbridge Asset Management Inc | 48,355 | $4.26M | 1.00% | +1,112+2.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 48,039 | $4.26M | 0.27% | −262−0.5% | Reduced |
| Somerset Trust Co | 48,455 | $4.27M | 1.84% | −1,924−3.8% | Reduced |
| Ancora Advisors, LLC | 49,021 | $4.32M | 0.11% | +586+1.2% | Added |
| Appleton Partners Inc | 49,104 | $4.33M | 0.37% | −6,366−11.5% | Reduced |
| Snowden Capital Advisors LLC | 49,133 | $4.33M | 0.15% | +1,939+4.1% | Added |
| Fayez Sarofim & Co | 49,162 | $4.33M | 0.02% | −6,780−12.1% | Reduced |
| Level Four Advisory Services, LLC | 49,816 | $4.39M | 0.26% | +5,857+13.3% | Added |
| Goelzer Investment Management, Inc. | 50,107 | $4.41M | 0.37% | −679−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 50,482 | $4.45M | 0.09% | −568−1.1% | Reduced |
| MAI Capital Management | 50,578 | $4.46M | 0.07% | −2,601−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,918 | $4.49M | 0.05% | +21,217+71.4% | Added |
| Needham Investment Management LLC | 51,041 | $4.50M | 0.74% | 00.0% | Unchanged |
| BancorpSouth Bank | 51,324 | $4.52M | 0.39% | +2,797+5.8% | Added |
| Siemens Fonds Invest GmbH | 51,627 | $4.53M | 0.44% | −409−0.8% | Reduced |
| Rench Wealth Management, Inc. | 51,485 | $4.54M | 1.99% | +1,098+2.2% | Added |
| Compass Wealth Management LLC | 51,604 | $4.55M | 1.37% | +1,611+3.2% | Added |
| Cornerstone Advisors, LLC | 51,800 | $4.56M | 0.22% | +51,800 | New |
| O'Brien Greene & Co. Inc | 52,123 | $4.59M | 1.60% | −1,843−3.4% | Reduced |
| Headinvest, LLC | 55,203 | $4.61M | 0.99% | −940−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 52,962 | $4.67M | 0.18% | −923−1.7% | Reduced |
| Boston Research & Management Inc | 53,000 | $4.67M | 1.32% | +540+1.0% | Added |
| Intech Investment Management LLC | 53,020 | $4.67M | 0.05% | +724+1.4% | Added |
| TrinityPoint Wealth, LLC | 53,461 | $4.71M | 0.92% | +5,068+10.5% | Added |
| Independent Advisor Alliance | 53,619 | $4.72M | 0.21% | −1,120−2.0% | Reduced |
| Metis Global Partners, LLC | 53,633 | $4.73M | 0.25% | −88−0.2% | Reduced |
| Romano Brothers and Company | 53,711 | $4.73M | 0.71% | −400−0.7% | Reduced |
| Portside Wealth Group, LLC | 54,673 | $4.82M | 0.89% | +54,673 | New |
| U.S. Capital Wealth Advisors, LLC | 54,802 | $4.83M | 0.23% | +8,924+19.5% | Added |
| Ally Financial Inc. | 55,000 | $4.85M | 0.68% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55,176 | $4.86M | 0.01% | −2,541−4.4% | Reduced |
| Valley National Advisers Inc | 55,366 | $4.88M | 0.82% | −381−0.7% | Reduced |
| Argent Trust Co | 55,429 | $4.88M | 0.26% | +14,686+36.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.90M | 0.24% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 55,584 | $4.90M | 1.19% | +2,156+4.0% | Added |
| Te Ahumairangi Investment Management Ltd | 55,806 | $4.92M | 0.67% | +655+1.2% | Added |
| Assenagon Asset Management S.A. | 55,898 | $4.92M | 0.02% | −250,318−81.7% | Reduced |
| Poehling Capital Management, LLC | 56,035 | $4.94M | 1.67% | −4,526−7.5% | Reduced |
| CCLA Investment Management Ltd | 56,064 | $4.94M | 0.09% | +442+0.8% | Added |
| Round Hill Asset Management | 56,166 | $4.95M | 3.06% | −1,175−2.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,236 | $5.04M | 1.05% | +150+0.3% | Added |
| Regions Financial Corp | 57,237 | $5.04M | 0.04% | −1,016−1.7% | Reduced |
| Bogart Wealth, LLC | 57,547 | $5.07M | 0.32% | +3,095+5.7% | Added |
| Palisade Asset Management, LLC | 57,727 | $5.09M | 0.59% | +3,119+5.7% | Added |
| Metropolitan Life Insurance Co | 57,978 | $5.11M | 0.25% | −1,518−2.6% | Reduced |
| Gotham Asset Management, LLC | 58,180 | $5.13M | 0.11% | −41,041−41.4% | Reduced |
| Perennial Advisors, LLC | 58,861 | $5.19M | 1.32% | +931+1.6% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $5.21M | 1.21% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 59,621 | $5.25M | 1.50% | +59,621 | New |
| Advisory Services Network, LLC | 59,891 | $5.28M | 0.14% | +142+0.2% | Added |
| Vance Wealth, Inc. | 59,898 | $5.28M | 2.40% | −2,692−4.3% | Reduced |
| Sivik Global Healthcare LLC | 60,000 | $5.29M | 2.11% | −7,500−11.1% | Reduced |
| Prosight Management, LP | 60,000 | $5.29M | 1.55% | +60,000 | New |
| Tower Bridge Advisors | 60,129 | $5.30M | 0.49% | −10,253−14.6% | Reduced |
| Camden National Bank | 60,226 | $5.31M | 1.04% | −182−0.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 60,260 | $5.31M | 0.11% | −6,133−9.2% | Reduced |
| Stratos Wealth Partners, LTD. | 60,331 | $5.32M | 0.12% | +40,413+202.9% | Added |
| Cardinal Capital Management | 59,928 | $5.32M | 1.07% | +1,091+1.9% | Added |
| Ironwood Investment Counsel, LLC | 60,564 | $5.34M | 1.20% | +12,107+25.0% | Added |
| Toth Financial Advisory Corp | 60,835 | $5.36M | 0.78% | +2,315+4.0% | Added |
| Anchor Investment Management, LLC | 60,861 | $5.36M | 0.68% | +4,855+8.7% | Added |
| Somerville Kurt F | 60,932 | $5.37M | 1.02% | +11,095+22.3% | Added |
| Ieq Capital, LLC | 61,048 | $5.38M | 0.11% | +5,032+9.0% | Added |
| Park Avenue Securities LLC | 61,084 | $5.38M | 0.09% | +10,272+20.2% | Added |
| Consolidated Investment Group LLC | 61,100 | $5.38M | 0.96% | 00.0% | Unchanged |
| Winton Group Ltd | 61,406 | $5.41M | 0.45% | +61,406 | New |
| Highland Capital Management, LLC | 61,410 | $5.41M | 0.35% | −1,261−2.0% | Reduced |
| Brookstone Capital Management | 63,311 | $5.44M | 0.11% | +586+0.9% | Added |
| MainStreet Investment Advisors LLC | 62,580 | $5.51M | 0.60% | −1,406−2.2% | Reduced |
| Corbyn Investment Management Inc | 63,019 | $5.55M | 2.69% | −8,865−12.3% | Reduced |
| Financial & Tax Architects, LLC | 63,145 | $5.56M | 1.72% | −210.0% | Reduced |
| Howland Capital Management LLC | 63,389 | $5.58M | 0.32% | −79,208−55.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 63,523 | $5.60M | 1.83% | −1,445−2.2% | Reduced |
| Colony Group LLC | 63,791 | $5.62M | 0.08% | −1,043−1.6% | Reduced |
| Inlet Private Wealth, LLC | 63,859 | $5.63M | 1.42% | +1,275+2.0% | Added |
| Quantinno Capital Management LP | 64,109 | $5.65M | 0.32% | +6,737+11.7% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $5.69M | 0.24% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 64,587 | $5.69M | 0.25% | +3,100+5.0% | Added |
| Bleakley Financial Group, LLC | 64,649 | $5.70M | 0.18% | +5,163+8.7% | Added |
| Alerus Financial NA | 64,704 | $5.70M | 0.48% | +175+0.3% | Added |