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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 6,955 | $613.0K | 0.02% | +121+1.8% | Added |
| West Oak Capital, LLC | 6,985 | $615.4K | 0.30% | −405−5.5% | Reduced |
| Financial Advisory Corp | 7,002 | $617.0K | 0.28% | +419+6.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,008 | $617.4K | 0.18% | +40+0.6% | Added |
| Archer Investment Corp | 7,017 | $618.2K | 0.22% | +148+2.2% | Added |
| Spirit of America Management Corp | 7,069 | $622.8K | 0.14% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 7,084 | $624.1K | 0.26% | +217+3.2% | Added |
| Tilt Investment Management Holdings, PBC | 7,041 | $625.2K | 0.41% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 7,104 | $625.9K | 0.50% | +420+6.3% | Added |
| Nebula Research & Development LLC | 7,126 | $627.8K | 0.48% | +7,126 | New |
| D.B. Root & Company, LLC | 7,156 | $630.4K | 0.24% | +3,675+105.6% | Added |
| Northwest Bancshares, Inc. | 7,223 | $636.3K | 0.12% | +52+0.7% | Added |
| Schechter Investment Advisors, LLC | 7,226 | $636.6K | 0.06% | +137+1.9% | Added |
| Continuum Advisory, LLC | 7,287 | $642.0K | 0.10% | +105+1.5% | Added |
| Financial Insights, Inc. | 7,332 | $645.9K | 0.24% | +2,238+43.9% | Added |
| Geller Advisors LLC | 7,291 | $646.8K | 0.08% | +7,291 | New |
| Hartline Investment Corp | 7,375 | $649.7K | 0.11% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7,406 | $653.1K | 0.18% | +488+7.1% | Added |
| American State Bank (Iowa) | 7,432 | $654.8K | 0.46% | −603−7.5% | Reduced |
| Lewis Capital Management, LLC | 7,441 | $655.6K | 0.94% | −100−1.3% | Reduced |
| General Partner, Inc. | 7,448 | $656.2K | 0.55% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,448 | $656.2K | 0.03% | +1,249+20.1% | Added |
| Kamunting Street Capital Management, L.P. | 7,500 | $660.8K | 0.65% | +7,500 | New |
| Prudent Man Advisors, LLC | 7,508 | $661.0K | 0.25% | −157−2.0% | Reduced |
| Ballast Advisors LLC | 7,532 | $663.6K | 0.25% | −118−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 7,540 | $664.3K | 0.01% | +110+1.5% | Added |
| Virtue Capital Management, LLC | 7,683 | $667.4K | 0.11% | −448−5.5% | Reduced |
| Patten & Patten Inc | 7,577 | $667.5K | 0.06% | +821+12.2% | Added |
| Mayflower Financial Advisors, LLC | 7,587 | $668.5K | 0.09% | −609−7.4% | Reduced |
| Prestige Wealth Management Group LLC | 7,539 | $669.4K | 0.16% | −341−4.3% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,615 | $670.9K | 0.78% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,640 | $673.1K | 0.07% | −4,767−38.4% | Reduced |
| Cobblestone Capital Advisors LLC | 7,648 | $673.8K | 0.05% | −189−2.4% | Reduced |
| PrairieView Partners, LLC | 7,676 | $676.0K | 0.09% | −30−0.4% | Reduced |
| Kovack Advisors, Inc. | 7,697 | $678.1K | 0.09% | +276+3.7% | Added |
| Capital Asset Advisory Services LLC | 7,768 | $680.9K | 0.05% | −204−2.6% | Reduced |
| ORG Partners LLC | 7,766 | $681.3K | 0.11% | +7,766 | New |
| Transamerica Financial Advisors, Inc. | 7,748 | $683.0K | 0.09% | +969+14.3% | Added |
| Wealthcare Advisory Partners LLC | 7,767 | $684.2K | 0.03% | −451−5.5% | Reduced |
| Sittner & Nelson, LLC | 7,787 | $686.1K | 0.38% | −162−2.0% | Reduced |
| S.E.E.D. Planning Group LLC | 7,817 | $688.7K | 0.24% | −1,534−16.4% | Reduced |
| Ritholtz Wealth Management | 7,826 | $689.5K | 0.03% | −366−4.5% | Reduced |
| Ascent Group, LLC | 8,386 | $689.7K | 0.08% | +3,150+60.2% | Added |
| Duncker Streett & Co Inc | 7,832 | $690.0K | 0.15% | +13+0.2% | Added |
| Park National Corp | 7,840 | $690.7K | 0.03% | −850−9.8% | Reduced |
| YHB Investment Advisors, Inc. | 7,863 | $692.7K | 0.06% | −610−7.2% | Reduced |
| Thomasville National Bank | 7,886 | $694.8K | 0.07% | −295−3.6% | Reduced |
| Wills Financial Group, Inc. | 7,902 | $696.2K | 0.35% | +7,902 | New |
| Baxter Bros Inc | 7,914 | $697.2K | 0.10% | −200−2.5% | Reduced |
| Jmac Enterprises LLC | 7,993 | $704.2K | 0.17% | +1,300+19.4% | Added |
| Saxon Interests, Inc. | 7,996 | $704.4K | 0.38% | +1,246+18.5% | Added |
| Pitti Group Wealth Management, LLC | 8,002 | $705.0K | 0.79% | +1,357+20.4% | Added |
| Optas, LLC | 8,031 | $707.5K | 0.24% | +177+2.3% | Added |
| Knights of Columbus Asset Advisors LLC | 8,034 | $707.8K | 0.06% | +5,706+245.1% | Added |
| Intrust Bank NA | 8,046 | $708.9K | 0.09% | −1,106−12.1% | Reduced |
| Corton Capital Inc. | 8,079 | $711.8K | 0.33% | +2,872+55.2% | Added |
| Merit Financial Group, LLC | 8,115 | $714.9K | 0.02% | +2,525+45.2% | Added |
| Graypoint LLC | 8,128 | $716.1K | 0.07% | −69−0.8% | Reduced |
| Symmetry Partners, LLC | 8,133 | $717.0K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 8,176 | $720.3K | 0.16% | −3,748−31.4% | Reduced |
| Colonial Trust Co | 8,190 | $721.5K | 0.17% | −126−1.5% | Reduced |
| Cim Investment Mangement Inc | 8,205 | $722.9K | 0.25% | +21+0.3% | Added |
| Gamco Investors, Inc. Et Al | 8,234 | $725.4K | 0.01% | −813−9.0% | Reduced |
| Hunter Associates Investment Management LLC | 8,273 | $726.0K | 0.14% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 8,280 | $729.5K | 0.07% | −1,351−14.0% | Reduced |
| Cypress Capital Group | 8,316 | $732.6K | 0.11% | +594+7.7% | Added |
| Lindbrook Capital, LLC | 8,332 | $734.0K | 0.08% | +1,825+28.0% | Added |
| Martin & Co Inc | 8,333 | $734.2K | 0.19% | −495−5.6% | Reduced |
| Cambridge Advisors Inc. | 8,334 | $734.2K | 0.19% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 8,349 | $735.5K | 0.56% | −229−2.7% | Reduced |
| Foster & Motley Inc | 8,367 | $737.0K | 0.06% | −431−4.9% | Reduced |
| Malaga Cove Capital, LLC | 8,366 | $737.0K | 0.34% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 8,399 | $739.9K | 0.15% | −213−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,404 | $740.4K | 0.07% | −445−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 8,425 | $742.3K | 0.05% | +587+7.5% | Added |
| Shelton Capital Management | 8,457 | $745.0K | 0.03% | −319−3.6% | Reduced |
| Phillips Wealth Planners LLC | 8,493 | $748.2K | 0.98% | +1,703+25.1% | Added |
| Auxano Advisors, LLC | 9,306 | $750.3K | 0.30% | 00.0% | Unchanged |
| City State Bank | 8,526 | $751.0K | 0.41% | −302−3.4% | Reduced |
| TLWM | 8,533 | $751.8K | 0.22% | +215+2.6% | Added |
| Vident Investment Advisory, LLC | 8,576 | $753.2K | 0.03% | −17,246−66.8% | Reduced |
| Encompass Wealth Advisors, LLC | 8,571 | $755.1K | 0.25% | −46−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 8,573 | $755.3K | 0.07% | +985+13.0% | Added |
| Cito Capital Group, LLC | 8,538 | $758.0K | 0.35% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,617 | $758.0K | 0.02% | +8,545+11,868.1% | Added |
| Ontario Teachers Pension Plan Board | 8,619 | $759.3K | 0.01% | −14,932−63.4% | Reduced |
| Biltmore Family Office, LLC | 8,557 | $759.8K | 0.16% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,594 | $760.3K | 0.06% | +962+12.6% | Added |
| Harbour Investments, Inc. | 8,633 | $760.5K | 0.04% | +1,673+24.0% | Added |
| Legacy Capital Group California, Inc. | 8,645 | $761.6K | 0.31% | +1,827+26.8% | Added |
| Two Sigma Securities, LLC | 8,653 | $762.3K | 0.06% | +8,653 | New |
| Laurion Capital Management LP | 8,674 | $764.2K | 0.03% | +8,674 | New |
| McDaniel Terry & Co | 8,691 | $766.0K | 0.08% | −416−4.6% | Reduced |
| Great Waters Wealth Management | 8,709 | $767.3K | 0.15% | −36−0.4% | Reduced |
| Walleye Trading LLC | 8,714 | $767.7K | 0.04% | −13,438−60.7% | Reduced |
| Glen Eagle Advisors, LLC | 8,765 | $772.1K | 0.18% | −273−3.0% | Reduced |
| LCNB Corp | 8,768 | $772.5K | 0.33% | −133−1.5% | Reduced |
| Radnor Capital Management, LLC | 8,801 | $775.0K | 0.33% | 00.0% | Unchanged |
| Balentine LLC | 8,867 | $781.2K | 0.03% | −2,900−24.6% | Reduced |
| Northcape Wealth Management, LLC | 8,867 | $781.2K | 0.28% | +4,056+84.3% | Added |