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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 4,176 | $367.9K | 0.58% | −55−1.3% | Reduced |
| VeraBank, N.A. | 4,176 | $367.9K | 0.14% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 4,188 | $369.0K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,214 | $371.3K | 0.11% | −59−1.4% | Reduced |
| Hall Capital Management Co Inc | 4,226 | $372.3K | 0.21% | +120+2.9% | Added |
| Teza Capital Management LLC | 4,253 | $374.7K | 0.06% | −38,387−90.0% | Reduced |
| Twin Lakes Capital Management, LLC | 4,275 | $376.6K | 0.27% | +11+0.3% | Added |
| AllSquare Wealth Management LLC | 4,586 | $378.3K | 0.25% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,296 | $378.5K | 0.11% | −14−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,298 | $378.7K | 0.01% | −847−16.5% | Reduced |
| Worth Financial Advisory Group, LLC | 4,302 | $379.0K | 0.35% | +4,302 | New |
| Keel Point, LLC | 4,309 | $379.6K | 0.05% | +369+9.4% | Added |
| BOS Asset Management, LLC | 4,318 | $380.4K | 0.30% | +50+1.2% | Added |
| Hedges Asset Management LLC | 4,340 | $382.4K | 0.32% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,369 | $384.0K | 0.05% | −326−6.9% | Reduced |
| Signet Financial Management, LLC | 4,366 | $384.6K | 0.06% | +133+3.1% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $386.4K | 0.20% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,451 | $392.1K | 0.05% | +44+1.0% | Added |
| Covenant Partners, LLC | 4,454 | $392.4K | 0.14% | +1,043+30.6% | Added |
| Vigilant Capital Management, LLC | 4,459 | $393.0K | 0.03% | +700+18.6% | Added |
| Change Path, LLC | 4,463 | $393.0K | 0.02% | +964+27.6% | Added |
| Truvestments Capital LLC | 4,463 | $393.2K | 0.20% | +21+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,473 | $394.0K | 0.00% | +4,253+1,933.2% | Added |
| ASB Consultores, LLC | 4,477 | $394.4K | 0.19% | +1,799+67.2% | Added |
| Woodward Diversified Capital, LLC | 4,484 | $395.0K | 0.30% | −167−3.6% | Reduced |
| Dorchester Wealth Management Co | 4,503 | $396.7K | 0.08% | +1,220+37.2% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $397.3K | 0.94% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,545 | $400.4K | 0.01% | +1,512+49.9% | Added |
| Cedar Brook Financial Partners, LLC | 4,557 | $401.5K | 0.10% | −15−0.3% | Reduced |
| Summit X, LLC | 4,589 | $404.4K | 0.10% | +902+24.5% | Added |
| Pallas Capital Advisors LLC | 4,665 | $404.5K | 0.02% | −83,859−94.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,599 | $405.1K | 0.07% | −14−0.3% | Reduced |
| KLR Investment Advisors, LLC | 4,566 | $405.4K | 0.33% | +1,749+62.1% | Added |
| Bessemer Securities LLC | 4,614 | $406.0K | 0.27% | −500−9.8% | Reduced |
| SageView Advisory Group, LLC | 4,651 | $409.8K | 0.02% | +1,400+43.1% | Added |
| Chicago Partners Investment Group LLC | 4,804 | $410.5K | 0.02% | +1,218+34.0% | Added |
| Meridian Investment Counsel Inc. | 4,690 | $413.2K | 0.15% | −167−3.4% | Reduced |
| Sanders Morris Harris LLC | 4,744 | $413.4K | 0.09% | +4,744 | New |
| Parkside Investments, LLC | 4,694 | $413.5K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,705 | $414.5K | 0.27% | +4,705 | New |
| Cornerstone Advisory, LLC | 4,710 | $415.0K | 0.07% | +230+5.1% | Added |
| Nwam LLC | 4,718 | $415.7K | 0.03% | +525+12.5% | Added |
| Dover Advisors, LLC | 4,732 | $420.2K | 0.37% | −309−6.1% | Reduced |
| Catalyst Financial Partners LLC | 4,773 | $420.5K | 0.15% | +735+18.2% | Added |
| Boyd Watterson Asset Management LLC | 4,813 | $424.0K | 0.17% | +9+0.2% | Added |
| First PREMIER Bank | 4,829 | $425.0K | 0.12% | +120+2.5% | Added |
| Weatherly Asset Management L. P. | 4,807 | $426.9K | 0.05% | −212−4.2% | Reduced |
| Thomas White International Ltd | 4,856 | $427.8K | 0.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,866 | $428.7K | 0.07% | −25−0.5% | Reduced |
| STAR Financial Bank | 4,868 | $428.9K | 0.40% | +80+1.7% | Added |
| Enterprise Financial Services Corp | 4,873 | $429.3K | 0.27% | −58−1.2% | Reduced |
| Martingale Asset Management L P | 4,882 | $430.1K | 0.01% | −6,790−58.2% | Reduced |
| Buckingham Strategic Partners | 4,904 | $432.1K | 0.02% | +485+11.0% | Added |
| Cypress Wealth Services, LLC | 4,990 | $432.7K | 0.11% | +702+16.4% | Added |
| WealthPlan Investment Management, LLC | 4,938 | $435.0K | 0.13% | −14,247−74.3% | Reduced |
| Manchester Capital Management LLC | 4,959 | $436.9K | 0.06% | −2,531−33.8% | Reduced |
| Voloridge Investment Management, LLC | 4,968 | $437.7K | 0.00% | −1,891,250−99.7% | Reduced |
| US Asset Management LLC | 4,968 | $438.0K | 0.46% | −5−0.1% | Reduced |
| Lakewood Asset Management LLC | 4,975 | $438.3K | 0.34% | 00.0% | Unchanged |
| Centennial Bank | 4,988 | $439.4K | 0.30% | −835−14.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $440.5K | 0.38% | 00.0% | Unchanged |
| Black Swift Group, LLC | 5,000 | $440.5K | 0.15% | +5,000 | New |
| Capstone Investment Advisors, LLC | 5,032 | $443.3K | 0.01% | +5,032 | New |
| InTrack Investment Management Inc | 5,056 | $445.4K | 0.36% | +1,510+42.6% | Added |
| Fox Run Management, L.L.C. | 5,071 | $446.8K | 0.13% | +5,071 | New |
| First Manhattan Co | 5,093 | $448.7K | 0.00% | −1,373−21.2% | Reduced |
| Leavell Investment Management, Inc. | 5,055 | $449.0K | 0.03% | −475−8.6% | Reduced |
| First City Capital Management, Inc. | 5,097 | $449.0K | 0.27% | −813−13.8% | Reduced |
| First Capital Advisors Group, LLC. | 5,110 | $450.2K | 0.23% | −303−5.6% | Reduced |
| Cahill Financial Advisors Inc | 5,133 | $452.2K | 0.07% | +50+1.0% | Added |
| Center for Financial Planning, Inc. | 5,160 | $454.6K | 0.10% | +84+1.7% | Added |
| Wealth Management Solutions, LLC | 5,162 | $454.7K | 0.30% | +952+22.6% | Added |
| Peak Planning Group, LLC | 5,166 | $455.1K | 0.34% | −411−7.4% | Reduced |
| SkyView Investment Advisors, LLC | 5,189 | $457.0K | 0.11% | −8,765−62.8% | Reduced |
| Chiron Capital Management, LLC | 5,200 | $458.1K | 0.36% | −3,900−42.9% | Reduced |
| Paragon Financial Partners, Inc. | 5,210 | $459.0K | 0.43% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,260 | $463.4K | 0.14% | +5,260 | New |
| Seelaus Asset Management LLC | 5,273 | $465.0K | 0.37% | +670+14.6% | Added |
| LSV Asset Management | 5,300 | $467.0K | 0.00% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 5,309 | $467.7K | 0.22% | +1,062+25.0% | Added |
| HBK Investments L P | 5,316 | $468.3K | 0.01% | +5,316 | New |
| Park Edge Advisors, LLC | 5,336 | $470.1K | 0.16% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,338 | $470.3K | 0.12% | +105+2.0% | Added |
| North Star Investment Management Corp. | 5,376 | $473.6K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 5,380 | $474.0K | 0.05% | +993+22.6% | Added |
| Shepherd Financial Partners LLC | 5,410 | $476.6K | 0.07% | +438+8.8% | Added |
| Ti-Trust, Inc | 5,410 | $476.6K | 0.44% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5,412 | $476.8K | 0.19% | +103+1.9% | Added |
| First National Advisers, LLC | 5,409 | $477.0K | 0.44% | −470−8.0% | Reduced |
| Gilbert & Cook, Inc. | 5,440 | $479.3K | 0.08% | +421+8.4% | Added |
| Athena Investment Management | 5,488 | $483.5K | 0.33% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,509 | $485.3K | 0.04% | +1,232+28.8% | Added |
| M&R Capital Management Inc | 5,556 | $489.6K | 0.13% | −25−0.4% | Reduced |
| Inscription Capital, LLC | 5,566 | $490.4K | 0.15% | −2,212−28.4% | Reduced |
| Atomi Financial Group, Inc. | 5,569 | $490.6K | 0.22% | +5,569 | New |
| West Paces Advisors Inc. | 5,574 | $491.1K | 0.14% | −1,136−16.9% | Reduced |
| LWMG, LLC | 5,580 | $491.6K | 0.14% | +31+0.6% | Added |
| Beta Wealth Group, Inc. | 5,600 | $493.4K | 0.29% | +700+14.3% | Added |
| StoneX Group Inc. | 5,564 | $493.4K | 0.05% | −923−14.2% | Reduced |
| Congress Park Capital LLC | 5,603 | $493.6K | 0.28% | −175−3.0% | Reduced |