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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 16,776 | $1.48M | 0.03% | +724+4.5% | Added |
| Founders Financial Securities LLC | 16,741 | $1.47M | 0.19% | +144+0.9% | Added |
| Beacon Financial Group | 16,975 | $1.47M | 0.20% | −598−3.4% | Reduced |
| Capital Investment Advisory Services, LLC | 16,703 | $1.47M | 0.15% | +944+6.0% | Added |
| Guild Investment Management, Inc. | 16,540 | $1.47M | 2.07% | +850+5.4% | Added |
| NTV Asset Management LLC | 16,646 | $1.47M | 0.26% | +172+1.0% | Added |
| Wolff Wiese Magana LLC | 16,636 | $1.47M | 1.13% | +165+1.0% | Added |
| Insight Wealth Strategies, LLC | 16,619 | $1.46M | 0.28% | +452+2.8% | Added |
| Harrington Investments, INC | 16,274 | $1.43M | 0.94% | +463+2.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,269 | $1.43M | 0.66% | +6,922+74.1% | Added |
| Alaethes Wealth LLC | 16,191 | $1.43M | 0.78% | +568+3.6% | Added |
| Cigna Investments Inc | 16,113 | $1.42M | 0.27% | −160−1.0% | Reduced |
| Schulhoff & Co Inc | 16,117 | $1.42M | 0.66% | −398−2.4% | Reduced |
| Greenwood Capital Associates LLC | 16,091 | $1.42M | 0.20% | +11,559+255.1% | Added |
| Highlander Capital Management, LLC | 16,056 | $1.42M | 0.66% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,046 | $1.41M | 0.18% | +622+4.0% | Added |
| First Foundation Advisors | 16,044 | $1.41M | 0.06% | −19,247−54.5% | Reduced |
| Altfest L J & Co Inc | 16,039 | $1.41M | 0.21% | +59+0.4% | Added |
| Canvas Wealth Advisors, LLC | 15,912 | $1.41M | 0.52% | −1,235−7.2% | Reduced |
| Insight Inv LLC | 16,023 | $1.41M | 1.45% | +1,345+9.2% | Added |
| Meiji Yasuda Life Insurance Co | 16,004 | $1.41M | 0.04% | −890−5.3% | Reduced |
| Belpointe Asset Management LLC | 16,003 | $1.41M | 0.15% | −4,748−22.9% | Reduced |
| Oarsman Capital, Inc. | 15,919 | $1.40M | 0.61% | +3,737+30.7% | Added |
| WSFS Capital Management, LLC | 15,856 | $1.40M | 0.13% | −998−5.9% | Reduced |
| Rehmann Capital Advisory Group | 15,761 | $1.39M | 0.12% | −1,909−10.8% | Reduced |
| Independent Financial Group, LLC | 15,755 | $1.39M | 0.10% | +924+6.2% | Added |
| Outfitter Financial LLC | 15,654 | $1.38M | 1.23% | +422+2.8% | Added |
| Rockland Trust Co | 15,609 | $1.38M | 0.08% | +126+0.8% | Added |
| Westside Investment Management, Inc. | 15,606 | $1.37M | 0.39% | +2,665+20.6% | Added |
| Trust Asset Management LLC | 15,600 | $1.37M | 0.14% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15,597 | $1.37M | 0.71% | −198−1.3% | Reduced |
| C2C Wealth Management, LLC | 15,752 | $1.37M | 0.18% | +1,035+7.0% | Added |
| Tradition Wealth Management, LLC | 15,500 | $1.37M | 0.16% | +1,175+8.2% | Added |
| McKinley Carter Wealth Services, Inc. | 15,457 | $1.36M | 0.10% | +305+2.0% | Added |
| Verdence Capital Advisors LLC | 15,455 | $1.36M | 0.16% | +1,273+9.0% | Added |
| Dana Investment Advisors, Inc. | 15,446 | $1.36M | 0.07% | +1,226+8.6% | Added |
| Doliver Advisors, LP | 15,423 | $1.36M | 0.41% | +196+1.3% | Added |
| Capital Investment Advisors, LLC | 15,378 | $1.35M | 0.04% | −1,333−8.0% | Reduced |
| Delaney Dennis R | 15,375 | $1.35M | 0.82% | +4,260+38.3% | Added |
| Investment House LLC | 15,315 | $1.35M | 0.10% | −948−5.8% | Reduced |
| Voya Financial Advisors, Inc. | 15,438 | $1.34M | 0.16% | −425−2.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.34M | 1.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 15,075 | $1.33M | 0.66% | −145−1.0% | Reduced |
| CNB Bank | 15,070 | $1.33M | 0.78% | −913−5.7% | Reduced |
| Summit Financial, LLC | 14,941 | $1.33M | 0.10% | −5,296−26.2% | Reduced |
| Trust Co of Oklahoma | 15,000 | $1.32M | 0.49% | −1,317−8.1% | Reduced |
| Bellecapital International Ltd. | 14,903 | $1.31M | 0.32% | +851+6.1% | Added |
| Riverview Capital Advisers, LLC | 14,858 | $1.31M | 0.57% | −25−0.2% | Reduced |
| Evergreen Capital Management LLC | 14,734 | $1.31M | 0.05% | +4,825+48.7% | Added |
| Ballentine Partners, LLC | 14,828 | $1.31M | 0.03% | +944+6.8% | Added |
| Whitener Capital Management, Inc. | 14,798 | $1.30M | 0.50% | +262+1.8% | Added |
| Ergoteles LLC | 14,795 | $1.30M | 0.06% | +4,756+47.4% | Added |
| CenterBook Partners LP | 14,774 | $1.30M | 0.16% | −24,331−62.2% | Reduced |
| ICW Investment Advisors LLC | 14,747 | $1.30M | 0.70% | +542+3.8% | Added |
| Moneta Group Investment Advisors LLC | 14,737 | $1.30M | 0.03% | −112−0.8% | Reduced |
| Community Bank of Raymore | 14,715 | $1.30M | 0.56% | −170−1.1% | Reduced |
| Bryn Mawr Trust Co | 14,574 | $1.28M | 0.05% | +2,935+25.2% | Added |
| Duff & Phelps Investment Management Co | 14,557 | $1.28M | 0.02% | +300+2.1% | Added |
| Signaturefd, LLC | 14,539 | $1.28M | 0.03% | +304+2.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,353 | $1.26M | 1.25% | −828−5.5% | Reduced |
| Investors Research Corp | 14,323 | $1.26M | 0.32% | −100−0.7% | Reduced |
| Ridgewood Investments LLC | 14,288 | $1.26M | 0.72% | +1,642+13.0% | Added |
| Three Bridge Wealth Advisors, LLC | 14,060 | $1.25M | 0.53% | −1,511−9.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 14,155 | $1.25M | 0.30% | −1,434−9.2% | Reduced |
| Arnhold LLC | 14,140 | $1.25M | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 14,120 | $1.24M | 0.05% | −342−2.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,008 | $1.23M | 0.05% | −1,103−7.3% | Reduced |
| Confluence Wealth Services, Inc. | 13,943 | $1.23M | 0.26% | −81−0.6% | Reduced |
| TCM Advisors, LLC | – | $1.22M | 0.53% | – | – |
| Dempze Nancy E | 13,884 | $1.22M | 1.05% | +2,491+21.9% | Added |
| Beaumont Asset Management, L.L.C. | 13,811 | $1.22M | 0.92% | −18−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 13,806 | $1.22M | 0.47% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 13,788 | $1.22M | 0.10% | +60+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 13,763 | $1.21M | 0.04% | +1,140+9.0% | Added |
| CFS Investment Advisory Services, LLC | 13,745 | $1.21M | 0.15% | −120−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 13,719 | $1.21M | 0.12% | +10,589+338.3% | Added |
| Dakota Wealth Management | 13,683 | $1.21M | 0.06% | +3,827+38.8% | Added |
| Regatta Capital Group, LLC | 13,669 | $1.20M | 0.38% | −662−4.6% | Reduced |
| Wealth Alliance | 13,665 | $1.20M | 0.18% | −338−2.4% | Reduced |
| Sentry LLC | 13,644 | $1.20M | 0.26% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 13,642 | $1.20M | 0.14% | +182+1.4% | Added |
| Page Arthur B | 13,641 | $1.20M | 1.14% | +258+1.9% | Added |
| Buckingham Capital Management, Inc. | 13,620 | $1.20M | 0.18% | +868+6.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,602 | $1.20M | 0.08% | −265−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 13,579 | $1.20M | 0.86% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 13,533 | $1.19M | 0.40% | +7,022+107.8% | Added |
| First County Bank | 13,464 | $1.19M | 0.58% | +2,025+17.7% | Added |
| Main Street Financial Solutions, LLC | 13,458 | $1.19M | 0.16% | +259+2.0% | Added |
| Guardian Wealth Management, Inc. | 13,440 | $1.18M | 1.08% | +276+2.1% | Added |
| Benjamin Edwards Inc | 13,397 | $1.18M | 0.27% | +3,304+32.7% | Added |
| Rossmore Private Capital | 13,356 | $1.18M | 0.18% | 00.0% | Unchanged |
| American Trust | 13,330 | $1.17M | 0.08% | −215−1.6% | Reduced |
| SNS Financial Group, LLC | 13,207 | $1.17M | 0.15% | +18+0.1% | Added |
| Qtron Investments LLC | 13,300 | $1.17M | 0.22% | +4,042+43.7% | Added |
| Coastline Trust Co | 13,300 | $1.17M | 0.16% | +6,630+99.4% | Added |
| Arete Wealth Advisors, LLC | 13,291 | $1.17M | 0.10% | +246+1.9% | Added |
| Axxcess Wealth Management, LLC | 13,291 | $1.17M | 0.08% | +395+3.1% | Added |
| Gs Investments, Inc. | 13,290 | $1.17M | 0.64% | −30−0.2% | Reduced |
| Old National Bancorp | 13,252 | $1.17M | 0.03% | +116+0.9% | Added |
| Monetary Management Group Inc | 13,175 | $1.16M | 0.36% | −775−5.6% | Reduced |