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 |
|---|---|---|---|---|---|
| CKW Financial Group | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $35.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $35.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 409 | $36.0K | 0.00% | +409 | New |
| Norwood Financial Corp | 425 | $37.4K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 426 | $37.5K | 0.01% | −637−59.9% | Reduced |
| Thompson Investment Management, Inc. | 456 | $40.2K | 0.01% | −3−0.7% | Reduced |
| CGC Financial Services, LLC | 474 | $41.8K | 0.03% | +474 | New |
| Castleark Management LLC | 480 | $42.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 488 | $43.0K | 0.01% | +86+21.4% | Added |
| Dougherty Wealth Advisers LLC | 500 | $44.0K | 0.06% | −600−54.5% | Reduced |
| Pin Oak Investment Advisors Inc | 509 | $45.0K | 0.05% | 00.0% | Unchanged |
| Lansing Street Advisors | 513 | $45.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 520 | $45.8K | 0.02% | +520 | New |
| Sutton Wealth Advisors Inc. | 538 | $47.4K | 0.02% | +337+167.7% | Added |
| First Financial Corp | 567 | $50.0K | 0.03% | −15−2.6% | Reduced |
| GeoWealth Management, LLC | 561 | $50.0K | 0.01% | +561 | New |
| Clear Investment Research, LLC | 600 | $52.9K | 0.09% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 601 | $52.9K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 607 | $53.5K | 0.03% | +21+3.6% | Added |
| Horrell Capital Management, Inc. | 620 | $55.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 643 | $56.6K | 0.01% | +458+247.6% | Added |
| Hillsdale Investment Management Inc. | 651 | $57.4K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 657 | $57.9K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 657 | $58.0K | 0.03% | +657 | New |
| Rock Creek Group, LP | 667 | $58.8K | 0.01% | −107−13.8% | Reduced |
| TSFG, LLC | 668 | $59.0K | 0.02% | +5+0.8% | Added |
| Vestor Capital, LLC | 665 | $59.0K | 0.01% | +164+32.7% | Added |
| America First Investment Advisors, LLC | 695 | $61.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 696 | $61.3K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 722 | $63.6K | 0.07% | 00.0% | Unchanged |
| Motco | 754 | $66.4K | 0.00% | +70+10.2% | Added |
| BDO Wealth Advisors, LLC | 774 | $68.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 775 | $68.3K | 0.06% | +1+0.1% | Added |
| Atwood & Palmer Inc | 775 | $68.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 782 | $68.9K | 0.01% | +128+19.6% | Added |
| Kozak & Associates, Inc. | 793 | $69.1K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 791 | $69.7K | 0.06% | −16−2.0% | Reduced |
| Kelly Financial Services LLC | 836 | $73.6K | 0.03% | +136+19.4% | Added |
| PSI Advisors, LLC | 851 | $75.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 864 | $76.1K | 0.01% | +1+0.1% | Added |
| Western Pacific Wealth Management, LP | 867 | $76.4K | 0.06% | +707+441.9% | Added |
| JFS Wealth Advisors, LLC | 869 | $76.6K | 0.01% | +58+7.2% | Added |
| Coppell Advisory Solutions LLC | 883 | $76.6K | 0.02% | +883 | New |
| Hazlett, Burt & Watson, Inc. | 890 | $80.0K | 0.06% | +55+6.6% | Added |
| Resources Management Corp | 937 | $83.0K | 0.01% | +712+316.4% | Added |
| Optimum Investment Advisors | 950 | $83.7K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 955 | $84.1K | 0.03% | −637−40.0% | Reduced |
| Bell Investment Advisors, Inc | 962 | $84.7K | 0.02% | −122−11.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 972 | $85.6K | 0.04% | +972 | New |
| PFG Private Wealth Management, LLC | 974 | $85.8K | 0.05% | −5−0.5% | Reduced |
| Hoese & Co LLP | 991 | $87.3K | 0.08% | −8,000−89.0% | Reduced |
| Key Financial Inc | 992 | $87.4K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 1,006 | $88.3K | 0.05% | +1,006 | New |
| MCF Advisors LLC | 1,003 | $88.5K | 0.01% | +310+44.7% | Added |
| BOK Financial Private Wealth, Inc. | 1,091 | $96.9K | 0.01% | +126+13.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,105 | $97.4K | 0.05% | −261−19.1% | Reduced |
| S.A. Mason LLC | 1,212 | $97.7K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,125 | $99.1K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,135 | $100.0K | 0.04% | +323+39.8% | Added |
| Hoey Investments, Inc | 1,153 | $101.6K | 0.03% | −397−25.6% | Reduced |
| Front Row Advisors LLC | 1,145 | $102.0K | 0.05% | −9,490−89.2% | Reduced |
| Wellington Shields Capital Management, LLC | 1,170 | $103.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,179 | $103.9K | 0.01% | +15+1.3% | Added |
| Options Solutions, LLC | 1,181 | $104.0K | 0.10% | +1,181 | New |
| PCA Investment Advisory Services Inc. | 1,198 | $105.6K | 0.06% | +1,198 | New |
| ICA Group Wealth Management, LLC | 1,199 | $105.7K | 0.03% | −3,759−75.8% | Reduced |
| Sound Income Strategies, LLC | 1,237 | $109.0K | 0.01% | +85+7.4% | Added |
| Northwest Bank & Trust Co | 1,250 | $110.1K | 0.11% | +1,250 | New |
| Dunhill Financial, LLC | 1,320 | $110.6K | 0.07% | +1,320 | New |
| TFC Financial Management | 1,294 | $114.0K | 0.03% | −168−11.5% | Reduced |
| Aspire Private Capital, LLC | 1,302 | $114.7K | 0.04% | +132+11.3% | Added |
| WR Wealth Planners, LLC | 1,337 | $117.8K | 0.05% | +252+23.2% | Added |
| Arrow Financial Corp | 1,347 | $118.7K | 0.01% | −37−2.7% | Reduced |
| Natixis Investment Managers International | 1,349 | $118.8K | 0.01% | −84−5.9% | Reduced |
| Studio Investment Management LLC | 1,372 | $121.7K | 0.03% | +668+94.9% | Added |
| Sunbelt Securities, Inc. | 1,417 | $124.8K | 0.02% | +58+4.3% | Added |
| Live Oak Investment Partners | – | $127.6K | 0.11% | – | – |
| New England Capital Financial Advisors LLC | 1,462 | $128.8K | 0.08% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 1,476 | $130.0K | 0.07% | −88−5.6% | Reduced |
| Trust Co | 1,495 | $131.7K | 0.02% | −1,883−55.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,505 | $132.6K | 0.02% | +23+1.6% | Added |
| HighMark Wealth Management LLC | 1,508 | $132.8K | 0.10% | +13+0.9% | Added |
| Byrne Asset Management LLC | 1,545 | $136.0K | 0.09% | +1,545 | New |
| Independence Bank of Kentucky | 1,568 | $138.1K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 1,576 | $138.8K | 0.13% | −104−6.2% | Reduced |
| Asset Dedication, LLC | 1,629 | $144.0K | 0.01% | +90+5.8% | Added |
| Foster Dykema Cabot & Co Inc | 1,669 | $147.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,678 | $149.0K | 0.01% | −460−21.5% | Reduced |
| Carolinas Wealth Consulting LLC | 9,423 | $149.6K | 0.03% | −104−1.1% | Reduced |
| Focused Wealth Management, Inc | 1,725 | $152.0K | 0.03% | −253−12.8% | Reduced |
| Loomis Sayles & Co L P | 1,751 | $154.0K | 0.00% | −500−22.2% | Reduced |
| Global Trust Asset Management, LLC | 1,766 | $155.6K | 0.07% | +23+1.3% | Added |
| Centerpoint Advisors, LLC | 1,797 | $158.0K | 0.06% | −235−11.6% | Reduced |
| First Command Bank | 1,826 | $160.9K | 0.02% | +11+0.6% | Added |
| First Command Financial Services, Inc. | 1,826 | $160.9K | 0.02% | +11+0.6% | Added |
| IMA Wealth, Inc. | 1,835 | $161.7K | 0.04% | −82−4.3% | Reduced |
| Clear Street Markets LLC | 1,840 | $162.0K | 0.07% | −772−29.6% | Reduced |
| Oakworth Capital, Inc. | 1,842 | $162.3K | 0.01% | +96+5.5% | Added |
| Ten Capital Wealth Advisors, LLC | 1,858 | $164.0K | 0.05% | 00.0% | Unchanged |