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 |
|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | 2,684 | $236.5K | 0.40% | −279−9.4% | Reduced |
| Journey Advisory Group, LLC | 2,698 | $237.7K | 0.04% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,700 | $237.9K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,708 | $238.6K | 0.02% | +106+4.1% | Added |
| White Lighthouse Investment Management Inc. | 2,718 | $239.5K | 0.06% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,700 | $239.7K | 0.01% | +2,700 | New |
| Capital Investment Counsel, Inc | 2,727 | $240.2K | 0.05% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,729 | $240.4K | 0.09% | −16−0.6% | Reduced |
| Aspiriant, LLC | 2,745 | $241.8K | 0.01% | +138+5.3% | Added |
| Wealth Management Associates, Inc. | 2,748 | $242.1K | 0.14% | −45−1.6% | Reduced |
| Centurion Wealth Management LLC | 2,755 | $242.7K | 0.12% | −299−9.8% | Reduced |
| CM Wealth Advisors LLC | 2,758 | $243.4K | 0.08% | −9,710−77.9% | Reduced |
| Proficio Capital Partners LLC | 2,778 | $244.7K | 0.03% | −1,413−33.7% | Reduced |
| Beaton Management Co. Inc. | 2,790 | $246.0K | 0.16% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,796 | $246.3K | 0.06% | −27−1.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,800 | $246.7K | 0.08% | −3,680−56.8% | Reduced |
| Fulcrum Capital LLC | 2,800 | $246.7K | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,800 | $246.7K | 0.09% | +2,800 | New |
| Principal Street Partners, LLC | 2,780 | $246.8K | 0.06% | +71+2.6% | Added |
| Apeiron RIA LLC | 2,806 | $247.2K | 0.08% | +253+9.9% | Added |
| Lumature Wealth Partners, LLC | 2,820 | $248.4K | 0.15% | −22−0.8% | Reduced |
| Crane Advisory, LLC | 2,868 | $249.1K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,831 | $249.4K | 0.01% | +252+9.8% | Added |
| Sage Private Wealth Group, LLC | 2,831 | $249.4K | 0.34% | +3+0.1% | Added |
| Tempus Wealth Planning, LLC | 2,833 | $249.6K | 0.11% | −336−10.6% | Reduced |
| Octavia Wealth Advisors, LLC | 2,812 | $249.7K | 0.05% | +59+2.1% | Added |
| United Community Bank | 2,835 | $249.8K | 0.22% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,837 | $250.0K | 0.02% | +2,837 | New |
| Opus Capital Group, LLC | 2,839 | $250.0K | 0.04% | −176−5.8% | Reduced |
| Financial Management Professionals, Inc. | 2,841 | $250.0K | 0.04% | +317+12.6% | Added |
| Douglass Winthrop Advisors, LLC | 2,839 | $250.1K | 0.01% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,845 | $250.6K | 0.15% | +2,845 | New |
| Ogorek Anthony Joseph | 2,853 | $251.0K | 0.10% | −205−6.7% | Reduced |
| Aptus Capital Advisors, LLC | 2,853 | $251.3K | 0.01% | −160−5.3% | Reduced |
| Perritt Capital Management Inc | 2,860 | $252.0K | 0.14% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,860 | $252.0K | 0.10% | +2,860 | New |
| Delta Asset Management LLC | 2,865 | $252.4K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,868 | $252.5K | 0.06% | +30+1.1% | Added |
| American Investment Services, Inc. | 2,868 | $252.7K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,868 | $252.7K | 0.01% | +2,868 | New |
| Perkins Capital Management Inc | 2,875 | $253.0K | 0.22% | +275+10.6% | Added |
| CWA Asset Management Group, LLC | 2,873 | $253.1K | 0.02% | −964−25.1% | Reduced |
| Nilsine Partners, LLC | 2,892 | $254.8K | 0.04% | −122−4.0% | Reduced |
| Henry James International Management, Inc. | 2,894 | $255.0K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,900 | $255.5K | 0.03% | −3,520−54.8% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,900 | $255.5K | 0.32% | +2,900 | New |
| Laurel Wealth Advisors LLC | 2,930 | $258.1K | 0.05% | +2,580+737.1% | Added |
| Fortress Wealth Group, LLC | 3,049 | $258.3K | 0.16% | +462+17.9% | Added |
| Drive Wealth Management, LLC | 2,915 | $258.7K | 0.10% | −298−9.3% | Reduced |
| Choate Investment Advisors | 2,957 | $260.5K | 0.01% | +2,957 | New |
| Wilson & Boucher Capital Management, LLC | 2,962 | $261.0K | 0.24% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,970 | $261.7K | 0.19% | −176−5.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,978 | $262.4K | 0.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,988 | $263.2K | 0.06% | +207+7.4% | Added |
| Tarbox Family Office, Inc. | 2,991 | $263.5K | 0.05% | −590−16.5% | Reduced |
| Single Point Partners, LLC | 2,992 | $264.0K | 0.36% | +2,992 | New |
| Wolverine Trading, LLC | 3,043 | $264.0K | 0.00% | −27,767−90.1% | Reduced |
| UMA Financial Services, Inc. | 3,032 | $264.2K | 0.07% | +650+27.3% | Added |
| Ambassador Advisors, LLC | 3,189 | $266.1K | 0.06% | −951−23.0% | Reduced |
| CoreFirst Bank & Trust | 3,023 | $266.3K | 0.19% | 00.0% | Unchanged |
| First National Bank | 3,023 | $266.3K | 0.22% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,031 | $267.0K | 0.07% | +273+9.9% | Added |
| Lantz Financial LLC | 3,044 | $268.2K | 0.10% | +88+3.0% | Added |
| Coastal Investment Advisors, Inc. | 3,047 | $268.4K | 0.06% | +534+21.2% | Added |
| Univest Financial Corp | 3,049 | $268.6K | 0.08% | +544+21.7% | Added |
| Arthur M. Cohen & Associates, LLC | 3,050 | $268.7K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,066 | $270.1K | 0.15% | −84−2.7% | Reduced |
| Excalibur Management Corp | 3,073 | $270.7K | 0.14% | +15+0.5% | Added |
| Meeder Asset Management Inc | 3,081 | $271.4K | 0.02% | −62−2.0% | Reduced |
| Good Life Advisors, LLC | 3,085 | $271.8K | 0.03% | −125−3.9% | Reduced |
| Capital Advisors, Ltd. LLC | 3,091 | $272.0K | 0.04% | +10.0% | Added |
| Allred Capital Management, LLC | 3,090 | $272.2K | 0.13% | +93+3.1% | Added |
| Van Hulzen Asset Management, LLC | 3,103 | $273.0K | 0.02% | −37,898−92.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,100 | $273.1K | 0.06% | −1,800−36.7% | Reduced |
| Advus Financial Partners, LLC | 3,101 | $273.2K | 0.11% | +159+5.4% | Added |
| Patriot Investment Management Inc. | 3,104 | $273.5K | 0.02% | −887−22.2% | Reduced |
| Canton Hathaway, LLC | 3,112 | $274.0K | 0.09% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,111 | $274.1K | 0.25% | −296−8.7% | Reduced |
| LifePro Asset Management | 3,119 | $274.8K | 0.21% | +3,119 | New |
| West Family Investments, Inc. | 3,122 | $275.0K | 0.11% | −1,078−25.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,129 | $275.7K | 0.21% | −90−2.8% | Reduced |
| Blossom Wealth Management | 3,146 | $277.2K | 1.01% | +405+14.8% | Added |
| Court Place Advisors, LLC | 3,148 | $277.3K | 0.10% | −175−5.3% | Reduced |
| NBW Capital LLC | 3,167 | $279.0K | 0.07% | +115+3.8% | Added |
| Dark Forest Capital Management LP | 3,172 | $279.5K | 0.03% | +3,172 | New |
| Evermay Wealth Management LLC | 3,151 | $279.5K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 3,183 | $280.4K | 0.27% | +3,183 | New |
| Avestar Capital, LLC | 3,184 | $280.5K | 0.05% | +189+6.3% | Added |
| Perfromance Wealth Partners, LLC | 3,253 | $282.6K | 0.01% | +3,253 | New |
| Pinnacle Bancorp, Inc. | 3,219 | $283.6K | 0.10% | +117+3.8% | Added |
| TD Ameritrade Investment Management, LLC | 3,236 | $285.0K | 0.00% | −105−3.1% | Reduced |
| Essex Savings Bank | 3,248 | $286.1K | 0.10% | +108+3.4% | Added |
| BKD Wealth Advisors, LLC | 3,255 | $286.8K | 0.01% | +53+1.7% | Added |
| Cohen & Steers, Inc. | 3,262 | $287.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,256 | $287.0K | 0.21% | +422+14.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,259 | $287.1K | 0.34% | −3,450−51.4% | Reduced |
| RMB Capital Management, LLC | 3,262 | $287.4K | 0.01% | +3,262 | New |
| Fort, L.P. | 3,266 | $287.7K | 0.76% | −96−2.9% | Reduced |
| Fosun International Ltd | 3,280 | $289.0K | 0.04% | 00.0% | Unchanged |
| Arden Trust Co | 3,288 | $290.0K | 0.05% | −988−23.1% | Reduced |