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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 8,885 | $782.8K | 0.53% | −273−3.0% | Reduced |
| Strengthening Families & Communities, LLC | 8,886 | $783.0K | 0.34% | +1,044+13.3% | Added |
| Central Bank & Trust Co | 8,942 | $787.8K | 0.13% | +353+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,012 | $794.0K | 0.51% | −210−2.3% | Reduced |
| Agf Management Ltd | 9,078 | $799.8K | 0.01% | +9,078 | New |
| Flagship Harbor Advisors, LLC | 9,083 | $800.2K | 0.07% | −2,297−20.2% | Reduced |
| Exeter Financial, LLC | 9,172 | $800.6K | 0.41% | −3,783−29.2% | Reduced |
| Burney Co | 9,098 | $801.5K | 0.04% | −257−2.7% | Reduced |
| Valmark Advisers, Inc. | 9,154 | $806.5K | 0.02% | −413−4.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,093 | $807.1K | 0.30% | +9,093 | New |
| Roberts Glore & Co Inc | 9,180 | $808.8K | 0.26% | −125−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 9,184 | $809.1K | 0.02% | −7,515−45.0% | Reduced |
| Diligent Investors, LLC | 9,210 | $811.4K | 0.24% | 00.0% | Unchanged |
| Madison Wealth Management | 9,256 | $815.5K | 0.16% | −105−1.1% | Reduced |
| Loudon Investment Management, LLC | 9,279 | $817.5K | 0.54% | +238+2.6% | Added |
| Investment Advisory Services Inc | 9,289 | $818.4K | 0.35% | +669+7.8% | Added |
| Aspire Wealth Management Corp | 9,330 | $822.0K | 0.62% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 9,350 | $823.7K | 0.18% | +5,255+128.3% | Added |
| NewEdge Wealth, LLC | 9,394 | $827.6K | 0.03% | −1,893−16.8% | Reduced |
| Sentry Investment Management LLC | 9,411 | $829.0K | 0.31% | +641+7.3% | Added |
| Winch Advisory Services, LLC | 9,465 | $834.0K | 0.30% | +45+0.5% | Added |
| First Commonwealth Financial Corp | 9,478 | $835.0K | 0.27% | −47−0.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,513 | $838.1K | 0.28% | +476+5.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,524 | $839.1K | 0.10% | +1,366+16.7% | Added |
| FirstPurpose Wealth LLC | 9,528 | $839.4K | 0.36% | +1,037+12.2% | Added |
| Whittier Trust Co | 9,542 | $840.6K | 0.01% | −701−6.8% | Reduced |
| Montag A & Associates Inc | 9,514 | $843.8K | 0.05% | −1,300−12.0% | Reduced |
| Tiaa, FSB | 9,589 | $844.8K | 0.00% | −570−5.6% | Reduced |
| Citizens Financial Group Inc | 9,598 | $845.6K | 0.03% | −3,980−29.3% | Reduced |
| Capstone Triton Financial Group, LLC | 9,624 | $847.9K | 0.58% | +527+5.8% | Added |
| BSW Wealth Partners | 9,658 | $850.8K | 0.18% | +158+1.7% | Added |
| CX Institutional | 9,668 | $851.7K | 0.04% | +2,702+38.8% | Added |
| First Pacific Financial | 9,684 | $853.2K | 0.36% | +39+0.4% | Added |
| Pacitti Group Inc. | 9,680 | $858.2K | 0.60% | −105−1.1% | Reduced |
| LGT Financial Advisors LLC | 9,761 | $859.9K | 0.92% | +6,016+160.6% | Added |
| GSB Wealth Management, LLC | 9,790 | $862.5K | 0.28% | +598+6.5% | Added |
| Barry Investment Advisors, LLC | 9,716 | $862.7K | 0.29% | −257−2.6% | Reduced |
| Stableford Capital II LLC | 10,391 | $863.7K | 0.38% | +10,391 | New |
| Colton Groome Financial Advisors, LLC | 9,870 | $869.5K | 0.41% | +3,073+45.2% | Added |
| Cyndeo Wealth Partners, LLC | 9,890 | $871.3K | 0.09% | −661−6.3% | Reduced |
| First Dallas Securities Inc. | 9,911 | $873.0K | 0.49% | +2,276+29.8% | Added |
| Clarius Group, LLC | 9,916 | $873.6K | 0.07% | +764+8.3% | Added |
| CVA Family Office, LLC | 9,953 | $876.9K | 0.18% | +852+9.4% | Added |
| Corundum Group, Inc. | 9,968 | $878.2K | 0.44% | −5,022−33.5% | Reduced |
| Manatuck Hill Partners, LLC | 10,000 | $881.0K | 0.42% | +10,000 | New |
| Mitchell Sinkler & Starr | 10,021 | $882.9K | 0.25% | −478−4.6% | Reduced |
| DCM Advisors, LLC | 10,022 | $882.9K | 0.38% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 10,045 | $884.9K | 0.16% | +291+3.0% | Added |
| Brighton Jones LLC | 10,046 | $885.0K | 0.04% | +2,543+33.9% | Added |
| Naviter Wealth, LLC | 9,973 | $885.4K | 0.23% | +718+7.8% | Added |
| DMG Group, LLC | 10,072 | $887.3K | 0.89% | +261+2.7% | Added |
| Central Trust Co | 10,141 | $893.4K | 0.02% | −369−3.5% | Reduced |
| River Street Advisors LLC | 10,194 | $898.1K | 0.86% | −323−3.1% | Reduced |
| Wealth Advisory Solutions, LLC | 10,209 | $899.4K | 0.24% | −1,063−9.4% | Reduced |
| Private Trust Co NA | 10,219 | $900.3K | 0.11% | +139+1.4% | Added |
| Marcum Wealth, LLC | 10,221 | $900.5K | 0.11% | −813−7.4% | Reduced |
| Patten Group, Inc. | 10,230 | $901.3K | 0.26% | −4,394−30.0% | Reduced |
| Essex Investment Management Co LLC | 10,245 | $902.6K | 0.13% | +10,245 | New |
| Lincoln National Corp | 10,278 | $905.5K | 0.02% | −1,391−11.9% | Reduced |
| Wellington Shields & Co., LLC | 10,335 | $910.5K | 0.21% | +800+8.4% | Added |
| Park Place Capital Corp | 10,362 | $912.9K | 0.26% | −168−1.6% | Reduced |
| Ballast, Inc. | 10,418 | $917.8K | 0.35% | +317+3.1% | Added |
| Clear Harbor Asset Management, LLC | 10,431 | $919.0K | 0.09% | +3,812+57.6% | Added |
| Washington Capital Management Inc | 10,465 | $922.0K | 0.78% | +100+1.0% | Added |
| Alera Investment Advisors, LLC | 10,470 | $922.4K | 0.20% | +1,844+21.4% | Added |
| Kennicott Capital Management LLC | 9,894 | $924.3K | 0.47% | +6,596+200.0% | Added |
| LS Investment Advisors, LLC | 10,545 | $929.0K | 0.16% | +370+3.6% | Added |
| Sciencast Management LP | 10,758 | $929.4K | 0.76% | +2,091+24.1% | Added |
| Personal Cfo Solutions, LLC | 10,581 | $932.2K | 0.19% | +951+9.9% | Added |
| ELCO Management Co., LLC | 10,615 | $935.2K | 0.68% | −510−4.6% | Reduced |
| Csenge Advisory Group | 10,629 | $936.4K | 0.06% | −672−5.9% | Reduced |
| Trustco Bank Corp N Y | 10,671 | $940.1K | 1.01% | −288−2.6% | Reduced |
| Boston Financial Mangement LLC | 10,687 | $941.5K | 0.03% | +3,288+44.4% | Added |
| NVWM, LLC | 10,696 | $942.3K | 0.31% | +2,752+34.6% | Added |
| Chicago Trust Co NA | 10,744 | $946.5K | 0.23% | +1,703+18.8% | Added |
| Marble Harbor Investment Counsel, LLC | 10,808 | $952.2K | 0.12% | −300−2.7% | Reduced |
| Bangor Savings Bank | 10,833 | $954.4K | 0.11% | +843+8.4% | Added |
| First Financial Bank - Trust Division | 10,841 | $955.1K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 10,870 | $957.6K | 0.07% | −883−7.5% | Reduced |
| Mork Capital Management, LLC | 10,890 | $959.4K | 0.74% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 10,949 | $964.6K | 0.21% | −282−2.5% | Reduced |
| Ascent Wealth Partners, LLC | 10,950 | $964.7K | 0.17% | −58−0.5% | Reduced |
| Jupiter Wealth Management LLC | 11,000 | $969.1K | 0.83% | +6,000+120.0% | Added |
| Bigelow Investment Advisors, LLC | 11,015 | $970.4K | 0.53% | +155+1.4% | Added |
| Moseley Investment Management Inc | 11,018 | $970.7K | 0.57% | +988+9.9% | Added |
| Rosenbaum Jay D. | 11,066 | $974.9K | 1.57% | +711+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 11,126 | $980.2K | 0.06% | −2,943−20.9% | Reduced |
| Rothschild Investment Corp | 11,139 | $981.0K | 0.08% | −815−6.8% | Reduced |
| SeaCrest Wealth Management, LLC | 11,183 | $985.3K | 0.12% | −471−4.0% | Reduced |
| Chilton Capital Management LLC | 11,199 | $986.6K | 0.05% | +3,171+39.5% | Added |
| McDonald Partners LLC | 11,225 | $988.9K | 0.30% | +125+1.1% | Added |
| Alan B. Lancz & Associates, Inc. | 11,248 | $990.9K | 1.06% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 11,254 | $991.5K | 0.01% | −26−0.2% | Reduced |
| Violich Capital Management, Inc. | 11,315 | $997.0K | 0.16% | −500−4.2% | Reduced |
| Claro Advisors LLC | 11,333 | $998.4K | 0.25% | +1,604+16.5% | Added |
| Johnson Financial Group, Inc. | 11,375 | $1.01M | 0.07% | +2,210+24.1% | Added |
| Viawealth, LLC | 11,455 | $1.01M | 0.75% | −630−5.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,490 | $1.01M | 0.66% | −270−2.3% | Reduced |
| Northstar Asset Management LLC | 11,527 | $1.02M | 0.28% | −300−2.5% | Reduced |
| Hoylecohen, LLC | 11,553 | $1.02M | 0.09% | −1,536−11.7% | Reduced |