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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 3,297 | $290.5K | 0.07% | +48+1.5% | Added |
| Hendley & Co Inc | 3,313 | $292.0K | 0.12% | +400+13.7% | Added |
| Alpha Family Trust | 3,320 | $292.5K | 0.20% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,325 | $292.9K | 0.12% | +313+10.4% | Added |
| Sheets Smith Wealth Management | 3,325 | $292.9K | 0.04% | +3,325 | New |
| E Fund Management Co., Ltd. | 3,340 | $294.0K | 0.02% | −395−10.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,318 | $294.6K | 0.09% | −90−2.6% | Reduced |
| Colonial River Wealth Management, LLC | 3,360 | $296.0K | 0.19% | +3,360 | New |
| David Loasby | 3,456 | $297.5K | 0.03% | +562+19.4% | Added |
| Hurlow Wealth Management Group, Inc. | 3,383 | $298.0K | 0.13% | +400+13.4% | Added |
| DGS Capital Management, LLC | 3,385 | $298.2K | 0.15% | +318+10.4% | Added |
| Insight Folios Inc | 3,393 | $298.9K | 0.13% | +17+0.5% | Added |
| Modera Wealth Management, LLC | 3,404 | $299.9K | 0.01% | +3,404 | New |
| Thrive Capital Management, LLC | 3,405 | $300.0K | 0.17% | +128+3.9% | Added |
| Maple Capital Management, Inc. | 3,408 | $300.2K | 0.03% | −106−3.0% | Reduced |
| Echo Street Capital Management LLC | 3,411 | $300.5K | 0.00% | −5,428−61.4% | Reduced |
| Meridian Wealth Management, LLC | 3,420 | $301.3K | 0.03% | −175−4.9% | Reduced |
| Keebeck Wealth Management, LLC | 3,401 | $302.0K | 0.04% | −28−0.8% | Reduced |
| MBA Advisors LLC | 3,467 | $305.4K | 0.18% | −528−13.2% | Reduced |
| Strategic Investment Advisors | 3,470 | $305.7K | 0.04% | +439+14.5% | Added |
| Caldwell Sutter Capital, Inc. | 3,479 | $306.5K | 0.16% | +2,379+216.3% | Added |
| Capital Planning Advisors, LLC | 3,483 | $306.9K | 0.06% | −216−5.8% | Reduced |
| PDS Planning, Inc | 3,486 | $307.1K | 0.04% | +425+13.9% | Added |
| Guyasuta Investment Advisors Inc | 3,492 | $307.6K | 0.02% | −290−7.7% | Reduced |
| First Interstate Bank | 3,498 | $308.2K | 0.03% | −349−9.1% | Reduced |
| Alta Advisers Ltd | 3,500 | $308.4K | 0.17% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,504 | $308.7K | 0.20% | −97−2.7% | Reduced |
| Saiph Capital, LLC | 3,529 | $310.9K | 0.17% | −54−1.5% | Reduced |
| Summit Financial Strategies, Inc. | 3,541 | $311.9K | 0.06% | +10.0% | Added |
| Sage Mountain Advisors LLC | 3,549 | $312.7K | 0.04% | +224+6.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,550 | $312.8K | 0.17% | 00.0% | Unchanged |
| Baker Chad R | 3,555 | $313.2K | 0.07% | +3,555 | New |
| Aigen Investment Management, LP | 3,557 | $313.4K | 0.05% | −41,377−92.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,558 | $313.5K | 0.18% | −161−4.3% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $313.6K | 0.14% | −41−1.1% | Reduced |
| CFO4Life Group, LLC | 3,571 | $314.6K | 0.07% | −883−19.8% | Reduced |
| Delta Financial Group, Inc. | 3,582 | $316.0K | 0.37% | +411+13.0% | Added |
| BLB&B Advisors, LLC | 3,594 | $316.7K | 0.02% | +43+1.2% | Added |
| Truadvice, LLC | 3,817 | $317.3K | 0.12% | −63−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,603 | $317.5K | 0.07% | +3,603 | New |
| Keudell/Morrison Wealth Management | 3,606 | $317.7K | 0.09% | +263+7.9% | Added |
| Fortis Capital Advisors, LLC | 3,655 | $322.0K | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,675 | $323.8K | 0.21% | −778−17.5% | Reduced |
| Widmann Financial Services, Inc. | 3,678 | $324.0K | 0.31% | +175+5.0% | Added |
| Smith Shellnut Wilson LLC | 3,688 | $324.9K | 0.18% | −25−0.7% | Reduced |
| Gratus Capital LLC | 3,713 | $327.2K | 0.02% | +173+4.9% | Added |
| jvl associates llc | 3,719 | $327.6K | 0.16% | +110+3.0% | Added |
| WMS Partners, LLC | 3,728 | $328.4K | 0.03% | +9+0.2% | Added |
| Advisory Research Inc | 3,731 | $328.7K | 0.04% | +3,731 | New |
| SlateStone Wealth, LLC | 3,732 | $329.0K | 0.06% | −1,750−31.9% | Reduced |
| Renasant Bank | 3,737 | $329.2K | 0.27% | +42+1.1% | Added |
| Nvest Financial, LLC | 3,744 | $329.8K | 0.29% | +3,744 | New |
| Wallace Advisory Group, LLC | 4,097 | $330.3K | 0.25% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,750 | $330.4K | 0.07% | +232+6.6% | Added |
| FinTrust Capital Advisors, LLC | 4,024 | $333.5K | 0.08% | +2,000+98.8% | Added |
| Alliance Wealth Advisors, LLC | 3,787 | $333.6K | 0.24% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 3,806 | $335.3K | 0.24% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,841 | $338.0K | 0.13% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,841 | $338.4K | 0.11% | +3,841 | New |
| Allstate Corp | 3,843 | $338.6K | 0.02% | +545+16.5% | Added |
| Wrapmanager Inc | 3,852 | $339.4K | 0.10% | −310−7.4% | Reduced |
| Jeppson Wealth Management, LLC | 3,860 | $340.1K | 0.15% | +340+9.7% | Added |
| Platte River Wealth Advisors, LLC | 3,865 | $340.5K | 0.12% | +3,865 | New |
| Boyar Asset Management Inc. | 3,890 | $342.7K | 0.25% | +1,067+37.8% | Added |
| Stokes Family Office, LLC | 3,894 | $343.1K | 0.04% | +268+7.4% | Added |
| Arcataur Capital Management LLC | 3,897 | $343.3K | 0.14% | +3,897 | New |
| Concord Asset Management, LLC | 3,908 | $344.3K | 0.12% | +3,908 | New |
| Mechanics Bank Trust Department | 3,934 | $346.6K | 0.06% | −5,811−59.6% | Reduced |
| Segment Wealth Management, LLC | 3,935 | $346.7K | 0.04% | −150−3.7% | Reduced |
| DF Dent & Co Inc | 3,938 | $346.9K | 0.00% | −3,782−49.0% | Reduced |
| Thrive Wealth Management, LLC | 3,943 | $347.4K | 0.09% | +3,943 | New |
| 9258 Wealth Management, LLC | 3,965 | $349.3K | 0.07% | −45−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 3,930 | $349.6K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,343 | $350.0K | 0.01% | −3,333−43.4% | Reduced |
| Rational Advisors LLC | 3,981 | $350.7K | 0.03% | +3,981 | New |
| Peoples Bank | 3,986 | $351.2K | 0.21% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,958 | $351.5K | 0.05% | −352−8.2% | Reduced |
| Royal Capital Wealth Management, LLC | 3,993 | $351.8K | 0.33% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 4,000 | $352.4K | 0.20% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $352.4K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,006 | $352.9K | 0.09% | −570−12.5% | Reduced |
| Imprint Wealth LLC | 4,051 | $353.1K | 0.22% | −4,243−51.2% | Reduced |
| Holistic Financial Partners | 4,010 | $353.3K | 0.25% | −331−7.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,021 | $354.3K | 0.17% | −450−10.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,146 | $356.1K | 0.05% | −1,540−27.1% | Reduced |
| Farther Finance Advisors, LLC | 4,050 | $356.8K | 0.08% | +1,069+35.9% | Added |
| Riverbridge Partners LLC | 4,051 | $356.9K | 0.00% | −10−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 4,116 | $357.1K | 0.34% | +549+15.4% | Added |
| Silverlake Wealth Management LLC | 4,055 | $357.2K | 0.20% | +39+1.0% | Added |
| Aries Wealth Management | 4,064 | $358.0K | 0.14% | +20+0.5% | Added |
| Centaurus Financial, Inc. | 4,095 | $361.0K | 0.03% | −778−16.0% | Reduced |
| CastleKnight Management LP | 4,100 | $361.2K | 0.07% | +4,100 | New |
| Empower Advisory Group, LLC | 4,111 | $362.2K | 0.00% | +4,111 | New |
| Verity Asset Management, Inc. | 4,115 | $362.5K | 0.27% | +620+17.7% | Added |
| Hartford Funds Management Co LLC | 4,126 | $363.5K | 0.04% | +450+12.2% | Added |
| First Citizens Financial Corp | 4,134 | $364.2K | 0.25% | +4,134 | New |
| Marino, Stram & Associates LLC | 4,136 | $364.4K | 0.10% | +171+4.3% | Added |
| Accurate Wealth Management, LLC | 4,170 | $365.6K | 0.11% | +227+5.8% | Added |
| Alethea Capital Management, LLC | 4,150 | $365.6K | 0.39% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,165 | $366.9K | 0.16% | −186−4.3% | Reduced |