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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.

Institutional holdersQ2 2023: 2,064 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ2 2023: $95.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2023.

Institutions holding MDT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tompkins Financial Corp1,884$166.0K0.03%00.0%Unchanged
Thompson Siegel & Walmsley LLC1,923$169.0K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,933$170.3K0.02%00.0%Unchanged
Silvant Capital Management LLC1,932$171.5K0.01%00.0%Unchanged
Worth Asset Management, LLC1,950$171.8K0.13%−175−8.2%Reduced
Washington Trust Advisors, Inc.1,962$172.9K0.02%+792+67.7%Added
Belmont Capital, LLC2,000$176.2K0.10%00.0%Unchanged
Smithfield Trust Co2,026$178.0K0.01%−212−9.5%Reduced
Pacifica Partners Inc.2,088$181.4K0.10%−190−8.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,076$182.9K0.00%−301−12.7%Reduced
Kelly Lawrence W & Associates Inc2,150$191.2K0.05%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,249$198.1K0.09%−89−3.8%Reduced
Cape Investment Advisory, Inc.2,254$198.6K0.11%+86+4.0%Added
Quent Capital, LLC2,269$199.9K0.03%+4+0.2%Added
South State Corp.2,276$200.5K0.02%−599−20.8%Reduced
Live Oak Private Wealth LLC2,281$200.9K0.04%+2,281New
HHM Wealth Advisors, LLC2,292$201.9K0.04%+555+32.0%Added
Carmel Capital Partners, LLC2,295$202.2K0.10%+1,745+317.3%Added
Raab & Moskowitz Asset Management LLC2,299$202.5K0.07%−1,525−39.9%Reduced
Middleton & Co Inc2,300$202.6K0.03%−500−17.9%Reduced
Marshall Financial Group Inc2,310$203.5K0.08%+2,310New
Angeles Wealth Management, LLC2,311$203.6K0.03%+2,311New
Burke & Herbert Bank & Trust Co2,320$204.4K0.14%+2,320New
Tradewinds, LLC.2,322$204.6K0.12%+2,322New
Curated Wealth Partners LLC2,324$204.7K0.04%+2,324New
CWS Financial Advisors, LLC2,346$206.7K0.08%+2,346New
FLC Capital Advisors2,348$206.9K0.06%+2,348New
Atlantic Trust, LLC2,351$207.1K0.07%+841+55.7%Added
Ssi Investment Management LLC2,356$207.6K0.01%−331−12.3%Reduced
Convergence Investment Partners, LLC2,357$208.0K0.12%+2,357New
Retirement Planning Co of New England, Inc.2,364$208.2K0.12%+2,364New
Trilogy Capital Inc.2,341$208.3K0.01%+2,341New
Prairie Sky Financial Group LLC2,374$209.2K0.14%+2,374New
Hummer Financial Advisory Services Inc2,357$209.3K0.20%+2,357New
Hudock, Inc.2,378$209.5K0.05%+2,378New
Institute for Wealth Management, LLC.2,380$209.7K0.04%+2,380New
Forza Wealth Management, LLC2,382$209.9K0.11%−208−8.0%Reduced
Probity Advisors, Inc.2,383$209.9K0.05%+2,383New
First Personal Financial Services2,388$210.4K0.05%00.0%Unchanged
WealthPLAN Partners, LLC2,394$210.9K0.03%−1,205−33.5%Reduced
Redwood Financial Network Corp2,394$210.9K0.20%+2,394New
Veracity Capital LLC2,397$211.1K0.09%+2,397New
Bank of New Hampshire2,397$211.2K0.06%−110−4.4%Reduced
Balboa Wealth Partners2,399$211.3K0.07%−147−5.8%Reduced
Guardian Wealth Advisors, LLC2,383$211.6K0.04%−231−8.8%Reduced
Wayfinding Financial, LLC2,411$212.0K0.15%−125−4.9%Reduced
Mills Wealth Advisors LLC2,428$212.8K0.16%+2,428New
Gateway Wealth Partners, LLC2,417$213.0K0.04%+2,417New
VisionPoint Advisory Group, LLC2,423$213.5K0.09%−100−4.0%Reduced
Forefront Analytics, LLC2,431$214.2K0.12%−853−26.0%Reduced
Epic Trust Investment Advisors, LLC2,462$216.9K0.31%+2,462New
Albert D Mason Inc2,464$217.0K0.15%+2,464New
Chicago Capital, LLC2,469$217.5K0.01%+2,469New
River Wealth Advisors LLC2,470$217.6K0.04%−213−7.9%Reduced
Birch Hill Investment Advisors LLC2,485$218.9K0.01%00.0%Unchanged
V-Square Quantitative Management LLC2,486$219.0K0.16%−862−25.7%Reduced
Sunburst Financial Group, LLC2,488$219.2K0.08%+2,488New
Davy Global Fund Management Ltd2,490$219.4K0.04%00.0%Unchanged
MidWestOne Financial Group, Inc.2,499$220.2K0.05%−641−20.4%Reduced
Madden Securities Corp2,500$220.3K0.11%00.0%Unchanged
Coastwise Capital Group, LLC2,500$220.3K0.25%00.0%Unchanged
Hoxton Planning & Management, LLC2,505$220.7K0.14%−164−6.1%Reduced
Connecticut Wealth Management, LLC2,508$221.0K0.02%+2,508New
Alterity Financial Group, LLC2,512$221.3K0.32%−455−15.3%Reduced
Pensionmark Financial Group, LLC2,497$221.5K0.04%+2,497New
CarsonAllaria Wealth Management, Ltd.2,516$221.7K0.17%+13+0.5%Added
Compass Ion Advisors, LLC2,518$221.8K0.06%−26−1.0%Reduced
Silvia McColl Wealth Management, LLC2,518$221.8K0.21%−71−2.7%Reduced
Keating Investment Counselors Inc2,525$222.5K0.08%−300−10.6%Reduced
BMS Financial Advisors, LLC2,526$222.5K0.15%−1,094−30.2%Reduced
Evoke Wealth, LLC2,511$222.9K0.01%+2,511New
Aull & Monroe Investment Management Corp2,534$223.2K0.11%−130−4.9%Reduced
Chapin Davis, Inc.2,540$223.8K0.11%−2−0.1%Reduced
Baron Wealth Management LLC2,545$224.2K0.14%+21+0.8%Added
LPWM LLC2,576$224.5K0.10%+31+1.2%Added
Fortitude Advisory Group L.L.C.2,555$225.1K0.17%−85−3.2%Reduced
Dakota Community Bank & Trust NA2,563$225.8K1.33%−42−1.6%Reduced
Innova Wealth Partners2,565$226.0K0.19%00.0%Unchanged
360 Financial, Inc.2,566$226.0K0.12%+9+0.4%Added
Wedge Capital Management L L P2,567$226.2K0.00%−43−1.6%Reduced
Marex Group plc2,578$227.1K0.04%−568−18.1%Reduced
Inspire Advisors, LLC2,583$227.6K0.04%+2,583New
Legacy Bridge, LLC2,590$228.2K0.15%+575+28.5%Added
Columbia Trust Co 010120162,595$228.6K0.13%+2,595New
Blueprint Investment Partners LLC2,601$229.1K0.08%−769−22.8%Reduced
Northstar Group, Inc.2,609$229.9K0.05%+53+2.1%Added
Addison Advisors LLC2,613$230.2K0.11%+49+1.9%Added
AAFCPAs Wealth Management, LLC2,616$230.5K0.15%−47−1.8%Reduced
New Republic Capital, LLC2,607$230.5K0.16%+2,607New
Camden Capital, LLC2,633$231.9K0.03%+2,633New
Mayfair Advisory Group, LLC2,701$232.0K0.23%+65+2.5%Added
Professional Advisory Services Inc2,645$233.0K0.04%−273,510−99.0%Reduced
J. W. Coons Advisors, LLC2,645$233.0K0.06%00.0%Unchanged
Westshore Wealth, LLC2,649$233.4K0.12%−68−2.5%Reduced
Endurance Wealth Management, Inc.2,661$234.0K0.03%00.0%Unchanged
Retirement Planning Group2,657$234.1K0.02%00.0%Unchanged
Stanley-Laman Group, Ltd.2,660$234.3K0.04%+6+0.2%Added
Bridgefront Capital, LLC2,662$234.5K0.13%−4,049−60.3%Reduced
Private Advisory Group LLC2,664$234.7K0.05%00.0%Unchanged
Laidlaw Wealth Management LLC2,668$235.1K0.05%−474−15.1%Reduced