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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 142,153 | $12.5M | 2.92% | +1,102+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 143,035 | $12.6M | 0.19% | −24,760−14.8% | Reduced |
| Creative Planning | 144,553 | $12.7M | 0.02% | +16,078+12.5% | Added |
| Farmers & Merchants Investments Inc | 144,653 | $12.7M | 0.48% | −469−0.3% | Reduced |
| Great Lakes Advisors, LLC | 144,916 | $12.8M | 0.13% | +95,900+195.7% | Added |
| Hikari Tsushin, Inc. | 144,952 | $12.8M | 1.23% | 00.0% | Unchanged |
| Auxier Asset Management | 147,367 | $13.0M | 2.15% | +285+0.2% | Added |
| First National Bank of Omaha | 147,695 | $13.0M | 0.75% | −1,293−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 148,699 | $13.1M | 1.08% | +7,062+5.0% | Added |
| Busey Wealth Management | 149,392 | $13.2M | 0.54% | −1,138−0.8% | Reduced |
| D.A. Davidson & Co. | 151,566 | $13.4M | 0.14% | +24,655+19.4% | Added |
| Nissay Asset Management Corp | 151,654 | $13.4M | 0.12% | −2,479−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 152,159 | $13.4M | 0.04% | −11,056−6.8% | Reduced |
| King Luther Capital Management Corp | 152,634 | $13.4M | 0.07% | −1,550−1.0% | Reduced |
| Biechele Royce Advisors | 154,129 | $13.6M | 4.73% | +19,366+14.4% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 157,000 | $13.8M | 0.16% | 00.0% | Unchanged |
| Czech National Bank | 157,495 | $13.9M | 0.32% | +793+0.5% | Added |
| Matrix Asset Advisors Inc | 157,644 | $13.9M | 1.91% | +2,773+1.8% | Added |
| Miramar Capital, LLC | 157,687 | $13.9M | 3.52% | +1,005+0.6% | Added |
| Prio Wealth Limited Partnership | 158,402 | $14.0M | 0.50% | +158,402 | New |
| Xponance, Inc. | 159,403 | $14.0M | 0.19% | −18,548−10.4% | Reduced |
| Tri Locum Partners LP | 160,660 | $14.2M | 5.27% | +160,660 | New |
| Mercer Global Advisors Inc | 160,998 | $14.2M | 0.06% | +21,818+15.7% | Added |
| Swiss Life Asset Management Ltd | 161,351 | $14.2M | 0.21% | −23,823−12.9% | Reduced |
| Sirios Capital Management L P | 161,486 | $14.2M | 2.46% | −6,242−3.7% | Reduced |
| Captrust Financial Advisors | 161,736 | $14.2M | 0.06% | +5,285+3.4% | Added |
| F&V Capital Management, LLC | 163,555 | $14.4M | 4.65% | −835−0.5% | Reduced |
| Hemenway Trust Co LLC | 166,179 | $14.6M | 1.44% | +40,670+32.4% | Added |
| Nichols & Pratt Advisers LLP | 166,646 | $14.7M | 1.07% | +21,950+15.2% | Added |
| Element Capital Management LLC | 166,553 | $14.7M | 0.99% | +9,163+5.8% | Added |
| Prospector Partners LLC | 166,980 | $14.7M | 2.05% | −3,200−1.9% | Reduced |
| Advisors Asset Management, Inc. | 167,208 | $14.7M | 0.30% | −11,478−6.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 170,240 | $15.0M | 0.75% | −6,589−3.7% | Reduced |
| Osher Van de Voorde Investment Management | 172,335 | $15.2M | 3.90% | −180−0.1% | Reduced |
| Commerce Bank | 172,388 | $15.2M | 0.11% | −42,260−19.7% | Reduced |
| Grimes & Company, Inc. | 173,451 | $15.3M | 0.54% | +3,206+1.9% | Added |
| Armstrong Henry H Associates Inc | 177,502 | $15.6M | 1.73% | −11,518−6.1% | Reduced |
| Wallington Asset Management, LLC | 177,561 | $15.6M | 2.81% | +2,808+1.6% | Added |
| Smith, Salley & Associates | 180,790 | $15.9M | 1.18% | +2,264+1.3% | Added |
| S&CO Inc | 182,972 | $16.1M | 1.30% | −5,603−3.0% | Reduced |
| Janney Capital Management LLC | 184,716 | $16.3M | 1.13% | +2,495+1.4% | Added |
| Central Securities Corp | 185,000 | $16.3M | 1.94% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 185,689 | $16.4M | 4.28% | +13,097+7.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 186,382 | $16.4M | 0.07% | +1,155+0.6% | Added |
| Hancock Whitney Corp | 188,344 | $16.6M | 0.65% | −13,684−6.8% | Reduced |
| Exencial Wealth Advisors, LLC | 191,287 | $16.9M | 0.77% | +4,265+2.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 191,416 | $16.9M | 1.17% | +1,085+0.6% | Added |
| Stephens Inc | 191,720 | $16.9M | 0.30% | −315−0.2% | Reduced |
| Mutual of America Capital Management LLC | 191,768 | $16.9M | 0.19% | +1,021+0.5% | Added |
| New York Life Investment Management LLC | 191,917 | $16.9M | 0.18% | +1,323+0.7% | Added |
| Trillium Asset Management, LLC | 192,234 | $16.9M | 0.47% | −4,559−2.3% | Reduced |
| Edentree Asset Management Ltd | 193,084 | $17.0M | 5.84% | +193,084 | New |
| Brown Brothers Harriman & Co | 193,620 | $17.1M | 0.14% | +170,498+737.4% | Added |
| Cardinal Capital Management, Inc. | 194,190 | $17.1M | 0.86% | +194,190 | New |
| Kornitzer Capital Management Inc | 194,366 | $17.1M | 0.34% | +21,830+12.7% | Added |
| Clarkston Capital Partners, LLC | 195,863 | $17.3M | 0.31% | +973+0.5% | Added |
| Franklin Street Advisors Inc | 197,055 | $17.4M | 1.47% | +154,518+363.3% | Added |
| Managed Asset Portfolios, LLC | 197,784 | $17.4M | 2.62% | +2,576+1.3% | Added |
| Nexus Investment Management ULC | 198,489 | $17.5M | 1.90% | +2,140+1.1% | Added |
| Klingenstein Fields & Co LP | 199,649 | $17.6M | 0.81% | −1,809−0.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 199,780 | $17.6M | 1.15% | +16,294+8.9% | Added |
| Holocene Advisors, LP | 202,620 | $17.9M | 0.08% | +202,620 | New |
| Confluence Investment Management LLC | 204,283 | $18.0M | 0.26% | +4,743+2.4% | Added |
| CORDA Investment Management, LLC. | 204,587 | $18.0M | 1.41% | +10,788+5.6% | Added |
| Crossmark Global Holdings, Inc. | 207,672 | $18.3M | 0.39% | +6,305+3.1% | Added |
| Bokf, NA | 208,449 | $18.4M | 0.37% | +17,033+8.9% | Added |
| Meyer Handelman Co | 209,648 | $18.5M | 0.75% | −8,044−3.7% | Reduced |
| Financial Counselors Inc | 211,747 | $18.7M | 0.38% | −5,401−2.5% | Reduced |
| KLCM Advisors, Inc. | 211,891 | $18.7M | 3.65% | −2,685−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 213,056 | $18.8M | 0.09% | −3,784−1.7% | Reduced |
| DDD Partners, LLC | 222,399 | $19.6M | 2.71% | +2,006+0.9% | Added |
| Grandfield & Dodd, LLC | 222,428 | $19.6M | 1.37% | −2,744−1.2% | Reduced |
| Cresset Asset Management, LLC | 221,510 | $19.6M | 0.14% | +203,328+1,118.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 224,572 | $19.8M | 0.65% | +14,554+6.9% | Added |
| State of Alaska, Department of Revenue | 224,640 | $19.8M | 0.24% | +20,658+10.1% | Added |
| Assetmark, Inc | 226,047 | $19.9M | 0.08% | +6,565+3.0% | Added |
| LGT Group Foundation | 227,093 | $20.0M | 0.48% | −72,339−24.2% | Reduced |
| Utah Retirement Systems | 227,960 | $20.1M | 0.28% | −10,100−4.2% | Reduced |
| Financial Perspectives, Inc | 230,708 | $20.3M | 8.94% | +299+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 232,030 | $20.4M | 0.16% | +6,532+2.9% | Added |
| Hardman Johnston Global Advisors LLC | 232,213 | $20.5M | 0.66% | −4,669−2.0% | Reduced |
| Putnam Investments LLC | 234,160 | $20.6M | 0.03% | −39,571−14.5% | Reduced |
| Oppenheimer & Co Inc | 237,404 | $20.9M | 0.42% | −5,418−2.2% | Reduced |
| Boston Trust Walden Corp | 237,662 | $20.9M | 0.17% | −6,868−2.8% | Reduced |
| Polar Asset Management Partners Inc. | 239,600 | $21.1M | 0.42% | +239,600 | New |
| Macquarie Group Ltd | 242,864 | $21.4M | 0.02% | −25,555−9.5% | Reduced |
| Cantor Fitzgerald, L. P. | 243,912 | $21.5M | 0.50% | −3,679−1.5% | Reduced |
| Boston Private Wealth LLC | 244,088 | $21.5M | 0.39% | −45,376−15.7% | Reduced |
| Kiltearn Partners LLP | 249,500 | $22.0M | 1.61% | −7,500−2.9% | Reduced |
| National Bank of Canada | 251,040 | $22.1M | 0.04% | +6,586+2.7% | Added |
| CIBC World Markets Inc. | 257,682 | $22.7M | 0.08% | −22,200−7.9% | Reduced |
| Brown Advisory Inc | 259,759 | $22.9M | 0.04% | −7,123−2.7% | Reduced |
| Philadelphia Trust Co | 260,456 | $22.9M | 2.17% | +5,052+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 266,903 | $23.5M | 0.23% | +6,329+2.4% | Added |
| CWM, LLC | 267,002 | $23.5M | 0.15% | −17,511−6.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 268,800 | $23.7M | 0.11% | −40,000−13.0% | Reduced |
| NFJ Investment Group, LLC | 269,858 | $23.8M | 0.63% | −335−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 270,951 | $23.9M | 0.94% | −1,314−0.5% | Reduced |
| Roffman Miller Associates Inc | 271,122 | $23.9M | 1.80% | −1,749−0.6% | Reduced |
| GW Henssler & Associates Ltd | 272,536 | $24.0M | 1.58% | +3,118+1.2% | Added |