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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 65,016 | $5.73M | 0.17% | −8,623−11.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,193 | $5.74M | 0.62% | +256+0.4% | Added |
| JB Capital LLC | 65,412 | $5.76M | 0.49% | +3,259+5.2% | Added |
| Beacon Pointe Advisors, LLC | 65,757 | $5.79M | 0.09% | +125+0.2% | Added |
| Monarch Capital Management Inc | 65,513 | $5.81M | 1.76% | −256−0.4% | Reduced |
| Addenda Capital Inc. | 65,448 | $5.81M | 0.24% | −240.0% | Reduced |
| Ledyard National Bank | 66,001 | $5.81M | 0.63% | −1,763−2.6% | Reduced |
| Cheviot Value Management, LLC | 66,355 | $5.85M | 1.27% | +4,066+6.5% | Added |
| Cetera Advisors LLC | 67,199 | $5.92M | 0.09% | +603+0.9% | Added |
| AustralianSuper Pty Ltd | 68,109 | $6.00M | 0.04% | −801,050−92.2% | Reduced |
| Mark Stevens | 68,132 | $6.00M | 0.77% | −1,989−2.8% | Reduced |
| Sawtooth Solutions, LLC | 68,235 | $6.01M | 0.16% | +3,936+6.1% | Added |
| Acadian Asset Management LLC | 68,369 | $6.02M | 0.02% | −10,850−13.7% | Reduced |
| HB Wealth Management, LLC | 68,356 | $6.02M | 0.10% | +1,668+2.5% | Added |
| McCollum Christoferson Group LLC | 68,360 | $6.02M | 1.72% | +1,770+2.7% | Added |
| Soltis Investment Advisors LLC | 68,581 | $6.04M | 0.70% | +3,128+4.8% | Added |
| Naples Global Advisors, LLC | 68,118 | $6.05M | 0.71% | +615+0.9% | Added |
| Glenview Trust Co | 68,825 | $6.06M | 0.17% | −1,513−2.2% | Reduced |
| Lido Advisors, LLC | 69,090 | $6.09M | 0.07% | +10,104+17.1% | Added |
| Benedict Financial Advisors Inc | 69,180 | $6.09M | 1.68% | +1,974+2.9% | Added |
| Valicenti Advisory Services Inc | 69,304 | $6.11M | 1.94% | +403+0.6% | Added |
| Linscomb & Williams, Inc. | 69,914 | $6.16M | 0.33% | −2,487−3.4% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 70,429 | $6.20M | 0.81% | −173,448−71.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 70,432 | $6.21M | 2.67% | +800+1.1% | Added |
| Sequoia Financial Advisors, LLC | 70,463 | $6.21M | 0.11% | −17,185−19.6% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 70,466 | $6.21M | 0.15% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 70,836 | $6.24M | 0.26% | +8,021+12.8% | Added |
| Value Partners Investments Inc. | 71,072 | $6.26M | 0.50% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 71,064 | $6.26M | 0.25% | −1,236−1.7% | Reduced |
| Parcion Private Wealth LLC | 71,222 | $6.27M | 0.63% | +1,385+2.0% | Added |
| Martin Capital Partners, LLC | 71,343 | $6.29M | 2.55% | −796−1.1% | Reduced |
| Country Club Bank | 72,623 | $6.30M | 0.50% | −3,670−4.8% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $6.31M | 0.70% | 00.0% | Unchanged |
| JustInvest LLC | 71,710 | $6.32M | 0.19% | +6,648+10.2% | Added |
| Berkshire Asset Management LLC | 71,798 | $6.33M | 0.38% | +414+0.6% | Added |
| Aperture Investors, LLC | 71,895 | $6.33M | 0.78% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 72,030 | $6.35M | 0.92% | +72,030 | New |
| LVM Capital Management Ltd | 72,474 | $6.38M | 0.85% | −160−0.2% | Reduced |
| Bayesian Capital Management, LP | 72,878 | $6.42M | 0.69% | +72,878 | New |
| JGP Wealth Management, LLC | 73,212 | $6.45M | 1.05% | +4,656+6.8% | Added |
| Credit Agricole S A | 73,448 | $6.47M | 0.21% | +47,823+186.6% | Added |
| Trust Co of Vermont | 73,754 | $6.50M | 0.42% | +4,587+6.6% | Added |
| First Nebraska Trust Co | 73,869 | $6.51M | 0.78% | −45−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 73,951 | $6.52M | 1.02% | −1,620−2.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 73,998 | $6.52M | 0.49% | +73,998 | New |
| Geneos Wealth Management Inc. | 74,329 | $6.55M | 0.34% | +13,435+22.1% | Added |
| Channing Capital Management, LLC | 74,698 | $6.58M | 0.20% | −13,261−15.1% | Reduced |
| Advocate Group LLC | 74,758 | $6.59M | 1.45% | +10,938+17.1% | Added |
| Running Oak Capital LLC | 74,818 | $6.59M | 1.61% | +6,749+9.9% | Added |
| Moreno Evelyn V | 75,530 | $6.65M | 1.42% | +240+0.3% | Added |
| Atria Wealth Solutions, Inc. | 75,924 | $6.72M | 0.09% | +9,564+14.4% | Added |
| Alley Investment Management Company, LLC | 76,311 | $6.72M | 1.08% | −106−0.1% | Reduced |
| Cutler Investment Counsel LLC | 75,976 | $6.75M | 1.02% | −232−0.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 77,030 | $6.79M | 2.86% | +3,555+4.8% | Added |
| Mattern Capital Management, LLC | 77,437 | $6.82M | 1.11% | +2,314+3.1% | Added |
| Tufton Capital Management | 77,795 | $6.85M | 1.48% | +7,279+10.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 77,993 | $6.87M | 2.04% | +1,880+2.5% | Added |
| Achmea Investment Management B.V. | 78,250 | $6.89M | 0.15% | +32,542+71.2% | Added |
| Boothbay Fund Management, LLC | 78,305 | $6.90M | 0.24% | +78,305 | New |
| Capital Analysts, LLC | 78,965 | $6.96M | 0.39% | +6,684+9.2% | Added |
| Hikari Power Ltd | 79,060 | $6.96M | 0.67% | 00.0% | Unchanged |
| American National Bank | 79,554 | $7.01M | 1.18% | +14,093+21.5% | Added |
| Dividend Assets Capital, LLC | 79,873 | $7.04M | 1.45% | +18,559+30.3% | Added |
| Integral Health Asset Management, LLC | 80,000 | $7.05M | 0.92% | +80,000 | New |
| Two Point Capital Management, Inc. | 81,113 | $7.15M | 3.73% | +995+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 81,256 | $7.16M | 0.11% | +621+0.8% | Added |
| LaFleur & Godfrey LLC | 81,850 | $7.21M | 1.08% | +2,250+2.8% | Added |
| Kovitz Investment Group Partners, LLC | 82,247 | $7.25M | 0.11% | −1,345−1.6% | Reduced |
| Evexia Wealth LLC | 81,461 | $7.25M | 3.48% | +404+0.5% | Added |
| Louisiana State Employees Retirement System | 82,300 | $7.25M | 0.16% | −4,200−4.9% | Reduced |
| Bailard, Inc. | 82,489 | $7.27M | 0.25% | −329−0.4% | Reduced |
| United Asset Strategies, Inc. | 82,674 | $7.28M | 0.91% | +2,275+2.8% | Added |
| Oak Family Advisors, LLC | 82,709 | $7.29M | 3.45% | +2,590+3.2% | Added |
| Cohen Klingenstein LLC | 83,100 | $7.32M | 0.32% | 00.0% | Unchanged |
| Sicart Associates LLC | 83,690 | $7.38M | 2.87% | +69,610+494.4% | Added |
| Jupiter Asset Management Ltd | 83,955 | $7.39M | 0.08% | +69,388+476.3% | Added |
| Alpha Cubed Investments, LLC | 84,454 | $7.44M | 0.50% | +74,111+716.5% | Added |
| Moors & Cabot, Inc. | 84,684 | $7.46M | 0.50% | +3,326+4.1% | Added |
| Verity & Verity, LLC | 84,695 | $7.46M | 0.92% | +11,231+15.3% | Added |
| Pinnacle Associates Ltd | 85,072 | $7.49M | 0.13% | +32,121+60.7% | Added |
| Brinker Capital Investments, LLC | 85,187 | $7.50M | 0.08% | −181−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 85,187 | $7.50M | 0.08% | −181−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 86,628 | $7.63M | 1.21% | +2,750+3.3% | Added |
| Mengis Capital Management, Inc. | 86,991 | $7.66M | 1.53% | +4,152+5.0% | Added |
| Kestra Private Wealth Services, LLC | 87,294 | $7.69M | 0.26% | +7,458+9.3% | Added |
| Allied Investment Advisors, LLC | 87,517 | $7.71M | 2.23% | +4,677+5.6% | Added |
| Charter Trust Co | 87,856 | $7.74M | 0.59% | +87,856 | New |
| FineMark National Bank & Trust | 87,860 | $7.74M | 0.32% | −429−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 88,139 | $7.77M | 0.24% | +201+0.2% | Added |
| TCW Group Inc | 88,251 | $7.77M | 0.09% | +15,122+20.7% | Added |
| Westchester Capital Management, Inc. | 88,299 | $7.78M | 2.17% | +687+0.8% | Added |
| Bank of Nova Scotia Trust Co | 88,367 | $7.79M | 0.81% | +87+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 89,001 | $7.84M | 0.30% | −3,849−4.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 89,346 | $7.87M | 0.04% | −2,762,941−96.9% | Reduced |
| SG Americas Securities, LLC | 89,706 | $7.90M | 0.07% | +64,821+260.5% | Added |
| Prospera Financial Services Inc | 89,861 | $7.92M | 0.30% | +9,724+12.1% | Added |
| D. E. Shaw & Co., Inc. | 90,986 | $8.02M | 0.01% | −690,434−88.4% | Reduced |
| GWM Advisors LLC | 91,208 | $8.04M | 0.09% | −3,286−3.5% | Reduced |
| Talbot Financial, LLC | 91,380 | $8.05M | 1.37% | +91,380 | New |
| Banque Cantonale Vaudoise | 91,969 | $8.10M | 0.38% | +9,870+12.0% | Added |