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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 5,606 | $493.9K | 0.05% | −658−10.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,609 | $494.2K | 0.27% | −900−13.8% | Reduced |
| KC Investment Advisors, LLC | 5,635 | $496.4K | 0.34% | +1,104+24.4% | Added |
| Concord Wealth Partners | 5,651 | $497.9K | 0.11% | +3,287+139.0% | Added |
| Family Legacy, Inc. | 5,668 | $499.3K | 0.20% | +4+0.1% | Added |
| Mather Group, LLC. | 5,693 | $501.5K | 0.01% | +2,040+55.8% | Added |
| Chesapeake Asset Management LLC | 5,716 | $503.6K | 0.45% | −1,000−14.9% | Reduced |
| Aspen Investment Management Inc | 5,719 | $504.0K | 0.30% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,760 | $507.0K | 0.04% | +5,760 | New |
| Bond & Devick Financial Network, Inc. | 5,823 | $513.0K | 0.32% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,826 | $513.3K | 0.07% | +4+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 5,843 | $514.8K | 0.01% | +5,843 | New |
| Magnus Financial Group LLC | 5,851 | $515.5K | 0.07% | +159+2.8% | Added |
| SPC Financial, Inc. | 5,861 | $516.3K | 0.06% | +1,302+28.6% | Added |
| Parkside Financial Bank & Trust | 5,863 | $516.5K | 0.12% | −745−11.3% | Reduced |
| Americana Partners, LLC | 5,892 | $519.1K | 0.07% | −1,297−18.0% | Reduced |
| IVC Wealth Advisors LLC | 5,901 | $519.9K | 0.33% | +93+1.6% | Added |
| North Star Asset Management Inc | 5,918 | $521.4K | 0.03% | −115−1.9% | Reduced |
| 1776 Wealth LLC | 5,919 | $521.5K | 0.28% | +2,141+56.7% | Added |
| Cooper Financial Group | 5,927 | $522.1K | 0.13% | +547+10.2% | Added |
| Richwood Investment Advisors, LLC | 5,930 | $522.5K | 0.51% | −39−0.7% | Reduced |
| Ropes Wealth Advisors LLC | 5,936 | $522.9K | 0.09% | +2,329+64.6% | Added |
| Pointe Capital Management LLC | 5,936 | $523.0K | 0.39% | −78−1.3% | Reduced |
| Salvus Wealth Management, LLC | 5,939 | $523.2K | 0.40% | +260+4.6% | Added |
| Meitav Dash Investments Ltd | 5,926 | $523.7K | 0.00% | −3,469−36.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,951 | $524.3K | 0.06% | −1,130−16.0% | Reduced |
| Hillman Capital Management, Inc. | 6,028 | $531.1K | 0.19% | −206−3.3% | Reduced |
| Mission Wealth Management, LP | 6,052 | $533.2K | 0.02% | −289−4.6% | Reduced |
| First Affirmative Financial Network | 6,063 | $534.2K | 0.53% | +487+8.7% | Added |
| Pinnacle West Asset Management, Inc. | 6,075 | $535.0K | 0.52% | +50+0.8% | Added |
| Westhampton Capital, LLC | 6,075 | $535.2K | 0.35% | −100−1.6% | Reduced |
| Adviser Investments LLC | 6,088 | $536.4K | 0.01% | +1,520+33.3% | Added |
| Burns J W & Co Inc | 6,097 | $537.0K | 0.09% | −328−5.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,111 | $538.4K | 0.06% | +3,472+131.6% | Added |
| Avantax Planning Partners, Inc. | 6,129 | $540.0K | 0.02% | +29+0.5% | Added |
| Lakeview Capital Partners, LLC | 6,132 | $540.3K | 0.10% | +1,313+27.2% | Added |
| Mechanics Financial Corp | 6,162 | $542.9K | 0.30% | −347−5.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,183 | $544.7K | 0.22% | −144−2.3% | Reduced |
| Lion Street Advisors, LLC | 4,552 | $545.6K | 0.18% | +1,804+65.6% | Added |
| Rowland & Co Investment Counsel | 6,238 | $549.6K | 0.13% | +757+13.8% | Added |
| Waldron Private Wealth LLC | 6,190 | $549.7K | 0.03% | −1,145−15.6% | Reduced |
| Guidance Capital, Inc | 6,589 | $549.9K | 0.24% | +6,589 | New |
| Vontobel Asset Management Inc | 6,249 | $550.5K | 0.00% | −669−9.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,259 | $551.4K | 0.02% | −394−5.9% | Reduced |
| Guardian Capital Advisors LP | 6,306 | $552.2K | 0.06% | +6,306 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,275 | $553.0K | 0.06% | +110+1.8% | Added |
| Abbrea Capital, LLC | 6,227 | $553.0K | 0.09% | +551+9.7% | Added |
| Wedmont Private Capital | 6,324 | $554.3K | 0.06% | +376+6.3% | Added |
| Blue Barn Wealth, LLC | 6,297 | $554.8K | 0.36% | +1,226+24.2% | Added |
| Eudaimonia Partners, LLC | 6,306 | $555.5K | 0.13% | +1,823+40.7% | Added |
| MONECO Advisors, LLC | 6,323 | $557.1K | 0.15% | +64+1.0% | Added |
| Reuter James Wealth Management, LLC | 6,342 | $558.7K | 0.67% | −81−1.3% | Reduced |
| Papp L Roy & Associates | 6,343 | $558.8K | 0.07% | −503−7.3% | Reduced |
| Constitution Capital LLC | 6,350 | $559.4K | 0.32% | −100−1.6% | Reduced |
| LGL Partners, LLC | 6,359 | $560.2K | 0.10% | +4+0.1% | Added |
| Strategic Wealth Designers | 6,378 | $561.9K | 0.09% | +6,378 | New |
| Roundview Capital LLC | 6,387 | $562.7K | 0.05% | −539−7.8% | Reduced |
| XTX Topco Ltd | 6,387 | $562.7K | 0.10% | +6,387 | New |
| Axq Capital, LP | 6,400 | $563.8K | 0.70% | +6,400 | New |
| Long Road Investment Counsel, LLC | 6,400 | $564.0K | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,430 | $566.5K | 0.14% | +29+0.5% | Added |
| PAX Financial Group, LLC | 6,438 | $567.2K | 0.13% | +61+1.0% | Added |
| Orion Capital Management LLC | 6,440 | $567.4K | 0.37% | −400−5.8% | Reduced |
| Montecito Bank & Trust | 6,440 | $567.4K | 0.13% | −167−2.5% | Reduced |
| First Heartland Consultants, Inc. | 6,458 | $569.0K | 0.07% | −3,361−34.2% | Reduced |
| Vectors Research Management, LLC | 6,471 | $570.0K | 0.16% | +6,471 | New |
| Prairiewood Capital, LLC | 6,472 | $570.2K | 0.38% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,498 | $572.5K | 0.22% | 00.0% | Unchanged |
| Power Corp of Canada | 6,516 | $574.1K | 0.06% | +6,516 | New |
| World Equity Group, Inc. | 6,534 | $575.6K | 0.17% | −2,865−30.5% | Reduced |
| Beacon Financial Advisory LLC | 6,548 | $576.9K | 0.33% | +462+7.6% | Added |
| Bank of Stockton | 6,592 | $580.8K | 0.20% | −748−10.2% | Reduced |
| Windsor Capital Management, LLC | 6,596 | $581.1K | 0.19% | +61+0.9% | Added |
| Triangle Securities Wealth Management | 6,603 | $581.7K | 0.20% | −349−5.0% | Reduced |
| Financial Advocates Investment Management | 6,606 | $582.0K | 0.04% | +169+2.6% | Added |
| Simmons Bank | 6,623 | $583.5K | 0.05% | +3,070+86.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,626 | $583.8K | 0.36% | −400−5.7% | Reduced |
| New Hampshire Trust | 6,631 | $584.2K | 0.15% | −1,189−15.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,655 | $586.3K | 0.06% | +2,833+74.1% | Added |
| Eads & Heald Wealth Management | 6,711 | $591.0K | 0.29% | −439−6.1% | Reduced |
| Wealthspire Advisors, LLC | 6,734 | $593.3K | 0.01% | +83+1.2% | Added |
| Northside Capital Management, LLC | 6,747 | $594.4K | 0.21% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,755 | $595.1K | 0.12% | −347−4.9% | Reduced |
| M Holdings Securities, Inc. | 6,792 | $598.0K | 0.12% | −1,249−15.5% | Reduced |
| Redmond Asset Management, LLC | 6,791 | $598.3K | 0.19% | +147+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,796 | $598.7K | 0.17% | +384+6.0% | Added |
| Quadrant Capital Group LLC | 6,814 | $600.3K | 0.06% | −157−2.3% | Reduced |
| Affiance Financial, LLC | 6,817 | $600.6K | 0.29% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 6,818 | $600.7K | 0.02% | −959−12.3% | Reduced |
| White Pine Capital LLC | 6,818 | $600.7K | 0.22% | −655−8.8% | Reduced |
| Field & Main Bank | 6,820 | $600.8K | 0.33% | −505−6.9% | Reduced |
| Applied Capital LLC | 6,832 | $601.9K | 0.57% | −50−0.7% | Reduced |
| Vise Technologies, Inc. | 6,844 | $603.0K | 0.15% | +495+7.8% | Added |
| Brookfield Asset Management Inc. | 6,854 | $603.8K | 0.00% | +837+13.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,868 | $605.1K | 0.15% | +4,310+168.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,877 | $605.9K | 0.04% | +1,232+21.8% | Added |
| Checchi Capital Advisers, LLC | 6,881 | $606.3K | 0.05% | +18+0.3% | Added |
| Los Angeles Capital Management LLC | 6,901 | $608.0K | 0.00% | −83−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,915 | $609.2K | 0.10% | −1,925−21.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,937 | $611.1K | 0.32% | +80+1.2% | Added |