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; 2,149 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
- 2,063
- +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
- 898 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Banco de Sabadell, S.A | 21,669 | $1.91M | 1.54% | −747−3.3% | Reduced |
| Greenleaf Trust | 21,568 | $1.90M | 0.02% | −2,019−8.6% | Reduced |
| Tealwood Asset Management Inc | 21,559 | $1.90M | 0.92% | +81+0.4% | Added |
| Connolly Sarah T. | 21,524 | $1.90M | 1.15% | −41−0.2% | Reduced |
| Bristlecone Advisors, LLC | 21,500 | $1.89M | 0.19% | −961−4.3% | Reduced |
| Okabena Investment Services Inc | 21,485 | $1.89M | 1.39% | −7,709−26.4% | Reduced |
| Mattern Wealth Management LLC | 21,484 | $1.89M | 0.55% | +1,049+5.1% | Added |
| Dynamic Technology Lab Private Ltd | 21,473 | $1.89M | 0.24% | −13,003−37.7% | Reduced |
| City Holding Co | 21,461 | $1.89M | 0.33% | −1,677−7.2% | Reduced |
| Tocqueville Asset Management L.P. | 21,459 | $1.89M | 0.03% | −32−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,384 | $1.88M | 0.14% | +1,737+8.8% | Added |
| Legacy Wealth Asset Management, LLC | 21,316 | $1.88M | 0.66% | −4,545−17.6% | Reduced |
| Comgest Global Investors S.A.S. | 21,300 | $1.88M | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 21,286 | $1.88M | 0.08% | +24+0.1% | Added |
| SevenBridge Financial Group, LLC | 21,281 | $1.87M | 0.48% | +1,525+7.7% | Added |
| BFT Financial Group, LLC | 21,075 | $1.86M | 0.21% | +1,039+5.2% | Added |
| Telemus Capital, LLC | 21,054 | $1.85M | 0.16% | +904+4.5% | Added |
| Pictet Bank & Trust Ltd | 20,894 | $1.84M | 1.50% | −720−3.3% | Reduced |
| PFG Investments, LLC | 20,813 | $1.83M | 0.33% | −1,476−6.6% | Reduced |
| Girard Partners Ltd. | 20,731 | $1.83M | 0.19% | +1,630+8.5% | Added |
| Stock Yards Bank & Trust Co | 20,729 | $1.83M | 0.07% | −1,440−6.5% | Reduced |
| Drexel Morgan & Co. | 20,701 | $1.82M | 0.47% | 00.0% | Unchanged |
| Cambridge Trust Co | 20,679 | $1.82M | 0.08% | −3,029−12.8% | Reduced |
| Autumn Glory Partners, LLC | 20,663 | $1.82M | 1.33% | +20,663 | New |
| Oak Harbor Wealth Partners, LLC | 20,635 | $1.82M | 0.62% | +2,399+13.2% | Added |
| Equitable Trust Co | 20,618 | $1.82M | 0.14% | −2,196−9.6% | Reduced |
| Proequities, Inc. | 20,374 | $1.81M | 0.14% | +3,301+19.3% | Added |
| Profund Advisors LLC | 20,522 | $1.81M | 0.10% | +513+2.6% | Added |
| Asio Capital, LLC | 20,499 | $1.81M | 0.44% | +20,499 | New |
| Agate Pass Investment Management, LLC | 20,349 | $1.79M | 1.09% | +2,029+11.1% | Added |
| Griffin Asset Management, Inc. | 20,346 | $1.79M | 0.24% | +4,698+30.0% | Added |
| Avidian Wealth Solutions, LLC | 20,319 | $1.79M | 0.12% | −20,386−50.1% | Reduced |
| Parallel Advisors, LLC | 20,196 | $1.78M | 0.06% | −1,164−5.4% | Reduced |
| Fernwood Investment Management, LLC | 20,146 | $1.77M | 0.63% | −500−2.4% | Reduced |
| Bradley Foster & Sargent Inc | 20,125 | $1.77M | 0.04% | +2,810+16.2% | Added |
| Azimuth Capital Investment Management LLC | 20,030 | $1.76M | 0.08% | +9,265+86.1% | Added |
| Venture Visionary Partners LLC | 20,027 | $1.76M | 0.10% | +1,113+5.9% | Added |
| LMCG Investments, LLC | 19,982 | $1.76M | 0.11% | −576−2.8% | Reduced |
| Bray Capital Advisors | 19,878 | $1.75M | 0.53% | −4,205−17.5% | Reduced |
| Matrix Trust Co | 19,797 | $1.74M | 0.45% | +1,154+6.2% | Added |
| Boston Family Office LLC | 19,800 | $1.74M | 0.13% | +2,722+15.9% | Added |
| Fiduciary Group LLC | 19,440 | $1.71M | 0.21% | −985−4.8% | Reduced |
| MV Capital Management, Inc. | 19,394 | $1.71M | 0.23% | +3,008+18.4% | Added |
| Benin Management CORP | 19,381 | $1.71M | 0.61% | +662+3.5% | Added |
| Charles Schwab Trust Co | 20,582 | $1.70M | 0.21% | +70+0.3% | Added |
| FRG Family Wealth Advisors LLC | 19,213 | $1.69M | 0.37% | −196−1.0% | Reduced |
| Clearstead Advisors, LLC | 19,175 | $1.69M | 0.10% | +1,289+7.2% | Added |
| AXS Investments LLC | 19,094 | $1.68M | 0.45% | +410+2.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 19,075 | $1.68M | 0.49% | −140−0.7% | Reduced |
| Red Spruce Capital, LLC | 19,061 | $1.68M | 0.90% | −548−2.8% | Reduced |
| Kidder Stephen W | 19,010 | $1.67M | 0.55% | +3,000+18.7% | Added |
| Money Concepts Capital Corp | 19,005 | $1.67M | 0.17% | −72,541−79.2% | Reduced |
| Cascade Investment Advisors, Inc. | 19,004 | $1.67M | 1.25% | −175−0.9% | Reduced |
| Wahed Invest LLC | 18,984 | $1.67M | 0.59% | +1,943+11.4% | Added |
| New England Research & Management, Inc. | 18,954 | $1.67M | 0.97% | +2,480+15.1% | Added |
| Wambolt & Associates, LLC | 18,867 | $1.66M | 0.59% | +1,220+6.9% | Added |
| Cipher Capital LP | 18,767 | $1.65M | 0.28% | −1,439−7.1% | Reduced |
| Empowered Funds, LLC | 18,763 | $1.65M | 0.06% | +9,576+104.2% | Added |
| EA Series Trust | 18,763 | $1.65M | 0.06% | +18,763 | New |
| NBT Bank N A | 18,731 | $1.65M | 0.24% | −205−1.1% | Reduced |
| ABLE Financial Group, LLC | 18,623 | $1.64M | 0.85% | +1,547+9.1% | Added |
| Qsemble Capital Management, LP | 18,600 | $1.64M | 1.16% | +500+2.8% | Added |
| Signet Investment Advisory Group, Inc. | 18,547 | $1.63M | 1.08% | +1,072+6.1% | Added |
| Access Financial Services, Inc. | 18,540 | $1.63M | 0.95% | −194−1.0% | Reduced |
| Icon Wealth Partners, LLC | 18,505 | $1.63M | 0.17% | −9,539−34.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 19,336 | $1.63M | 0.27% | +8,969+86.5% | Added |
| AIMZ Investment Advisors, LLC | 18,414 | $1.62M | 0.70% | +40.0% | Added |
| Evergreen Wealth Management, LLC | 18,377 | $1.62M | 1.27% | +1,898+11.5% | Added |
| IFP Advisors, Inc | 20,232 | $1.62M | 0.08% | +1,988+10.9% | Added |
| Jacobi Capital Management LLC | 18,341 | $1.62M | 0.18% | +514+2.9% | Added |
| Meeder Advisory Services, Inc. | 18,321 | $1.61M | 0.17% | +1,526+9.1% | Added |
| Sandy Spring Bank | 18,213 | $1.60M | 0.09% | −172−0.9% | Reduced |
| EP Wealth Advisors, LLC | 131,680 | $1.60M | 0.02% | +114,176+652.3% | Added |
| Epiq Partners, LLC | 18,153 | $1.60M | 1.09% | +300+1.7% | Added |
| Charter Oak Capital Management, LLC | 18,125 | $1.60M | 0.21% | +80.0% | Added |
| Western Wealth Management, LLC | 18,047 | $1.59M | 0.14% | +1,308+7.8% | Added |
| First Bank & Trust | 18,025 | $1.59M | 0.40% | +3,679+25.6% | Added |
| Berkeley Capital Partners, LLC | 17,995 | $1.59M | 0.56% | +1,165+6.9% | Added |
| Xcel Wealth Management, LLC | 17,931 | $1.58M | 0.50% | −1,661−8.5% | Reduced |
| Creative Financial Designs Inc | 17,929 | $1.58M | 0.19% | −118−0.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,878 | $1.58M | 0.02% | −5,332−23.0% | Reduced |
| 1st Source Bank | 17,734 | $1.56M | 0.10% | −791−4.3% | Reduced |
| Golden State Equity Partners | 17,706 | $1.56M | 0.44% | +7,498+73.5% | Added |
| Lakeside Advisors, INC. | 17,687 | $1.56M | 1.15% | −94−0.5% | Reduced |
| WealthShield Partners, LLC | 17,505 | $1.55M | 0.23% | +778+4.7% | Added |
| Harbor Investment Advisory, LLC | 17,559 | $1.55M | 0.22% | +1,117+6.8% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.54M | 0.08% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 17,461 | $1.54M | 0.46% | +4,321+32.9% | Added |
| Canandaigua National Bank & Trust Co | 17,419 | $1.53M | 0.25% | −13−0.1% | Reduced |
| Principle Wealth Partners LLC | 17,346 | $1.53M | 0.15% | +2,322+15.5% | Added |
| BFSG, LLC | 17,319 | $1.53M | 0.26% | −4,729−21.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 17,318 | $1.53M | 0.28% | +1,184+7.3% | Added |
| XML Financial, LLC | 17,317 | $1.53M | 0.18% | +1,850+12.0% | Added |
| Dudley Capital Management, LLC | 17,305 | $1.52M | 1.02% | +485+2.9% | Added |
| Lederer & Associates Investment Counsel | 17,301 | $1.52M | 1.15% | +805+4.9% | Added |
| Trust Co of Toledo NA | 17,220 | $1.52M | 0.26% | +2,940+20.6% | Added |
| Albion Financial Group | 17,218 | $1.52M | 0.13% | −2,327−11.9% | Reduced |
| AMG National Trust Bank | 17,052 | $1.50M | 0.05% | −608−3.4% | Reduced |
| Raleigh Capital Management Inc. | 16,975 | $1.50M | 0.75% | −1,370−7.5% | Reduced |
| Petredis Investment Advisors LLC | 16,957 | $1.49M | 0.21% | +165+1.0% | Added |