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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 13,162 | $1.16M | 0.42% | +77+0.6% | Added |
| HBW Advisory Services LLC | 13,160 | $1.16M | 0.25% | +1,526+13.1% | Added |
| Pflug Koory, LLC | 13,101 | $1.15M | 0.59% | −200−1.5% | Reduced |
| Pitcairn Co | 13,086 | $1.15M | 0.10% | −878−6.3% | Reduced |
| HMS Capital Management, LLC | 13,077 | $1.15M | 0.70% | +13,077 | New |
| Bowman & Co S.C. | 13,073 | $1.15M | 0.87% | +756+6.1% | Added |
| Stratos Wealth Advisors, LLC | 13,076 | $1.15M | 0.08% | −1,248−8.7% | Reduced |
| Strong Tower Advisory Services | 13,069 | $1.15M | 0.55% | +173+1.3% | Added |
| Summit Trail Advisors, LLC | 12,949 | $1.15M | 0.04% | +4,413+51.7% | Added |
| Martin Investment Management, LLC | 13,045 | $1.15M | 0.32% | +160+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,001 | $1.15M | 0.11% | −477−3.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.15M | 0.41% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.15M | 0.17% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,975 | $1.14M | 0.10% | +3,205+32.8% | Added |
| PFG Advisors | 12,965 | $1.14M | 0.09% | −389−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 12,922 | $1.14M | 0.02% | −4,561−26.1% | Reduced |
| RSM US Wealth Management LLC | 12,801 | $1.14M | 0.04% | +30.0% | Added |
| Bartlett & Co. Wealth Management LLC | 12,796 | $1.14M | 0.02% | +2,015+18.7% | Added |
| Equitable Holdings, Inc. | 12,895 | $1.14M | 0.02% | +1,657+14.7% | Added |
| Albar Capital Ltd | 12,895 | $1.14M | 0.25% | +12,895 | New |
| Bartlett & Co. LLC | 12,796 | $1.14M | 0.02% | +2,015+18.7% | Added |
| Legacy Financial Advisors, Inc. | 12,879 | $1.13M | 0.21% | +686+5.6% | Added |
| Lipe & Dalton | 12,859 | $1.13M | 0.65% | +827+6.9% | Added |
| Foundations Investment Advisors, LLC | 12,835 | $1.13M | 0.04% | −2,796−17.9% | Reduced |
| Perigon Wealth Management, LLC | 12,698 | $1.12M | 0.04% | −155−1.2% | Reduced |
| IHT Wealth Management, LLC | 12,694 | $1.12M | 0.06% | +2,912+29.8% | Added |
| Hilltop Holdings Inc. | 12,686 | $1.12M | 0.14% | +538+4.4% | Added |
| Strategic Blueprint, LLC | 12,649 | $1.11M | 0.11% | +221+1.8% | Added |
| Smith, Moore & Co. | 12,609 | $1.11M | 0.14% | +1,010+8.7% | Added |
| International Assets Investment Management, LLC | 12,561 | $1.11M | 0.15% | −972−7.2% | Reduced |
| Atlantic Union Bankshares Corp | 12,529 | $1.10M | 0.11% | −17,300−58.0% | Reduced |
| Tectonic Advisors LLC | 12,494 | $1.10M | 0.14% | −39−0.3% | Reduced |
| Connectus Wealth, LLC | 12,474 | $1.10M | 0.03% | +167+1.4% | Added |
| Jump Financial, LLC | 12,478 | $1.10M | 0.04% | +12,478 | New |
| Transatlantique Private Wealth LLC | 12,443 | $1.10M | 0.57% | +15+0.1% | Added |
| Summit Global Investments | 12,439 | $1.10M | 0.07% | −16,786−57.4% | Reduced |
| Bank of Hawaii | 12,396 | $1.09M | 0.06% | −329−2.6% | Reduced |
| St. Clair Advisors, LLC | 12,335 | $1.09M | 0.42% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 12,328 | $1.09M | 0.23% | +4,181+51.3% | Added |
| Coldstream Capital Management Inc | 12,268 | $1.08M | 0.03% | +222+1.8% | Added |
| Phoenix Holdings Ltd. | 12,469 | $1.08M | 0.02% | +4,587+58.2% | Added |
| K.J. Harrison & Partners Inc | 12,300 | $1.08M | 0.20% | +12,300 | New |
| Game Creek Capital, LP | 12,250 | $1.08M | 0.71% | −3,500−22.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,243 | $1.08M | 0.17% | −570−4.4% | Reduced |
| Means Investment Co., Inc. | 12,184 | $1.07M | 0.17% | −537−4.2% | Reduced |
| Peterson Wealth Services | 12,141 | $1.07M | 0.51% | +141+1.2% | Added |
| Sawgrass Asset Management LLC | 12,138 | $1.07M | 0.13% | +350+3.0% | Added |
| Dumont & Blake Investment Advisors LLC | 12,130 | $1.07M | 0.35% | −582−4.6% | Reduced |
| Buckley Wealth Management, LLC | 12,115 | $1.07M | 0.36% | +3,860+46.8% | Added |
| Calamos Wealth Management LLC | 12,111 | $1.07M | 0.08% | −114−0.9% | Reduced |
| DT Investment Partners, LLC | 12,076 | $1.06M | 0.12% | +124+1.0% | Added |
| Scott Investment Partners LLP | 12,000 | $1.06M | 2.38% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 11,911 | $1.05M | 0.53% | −30−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,794 | $1.05M | 0.08% | −2,734−18.8% | Reduced |
| Platform Technology Partners | 11,993 | $1.05M | 0.49% | +391+3.4% | Added |
| Kinneret Advisory, LLC | 11,715 | $1.04M | 0.12% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,764 | $1.04M | 0.20% | +221+1.9% | Added |
| Morningstar Investment Management LLC | 11,764 | $1.04M | 0.14% | +4,979+73.4% | Added |
| Vicus Capital | 11,757 | $1.04M | 0.11% | −1,320−10.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,731 | $1.03M | 0.01% | −1,596−12.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 11,661 | $1.03M | 0.30% | +11,661 | New |
| Manhattan West Asset Management, LLC | 11,617 | $1.02M | 0.38% | +2,300+24.7% | Added |
| BigSur Wealth Management LLC | 11,500 | $1.02M | 0.49% | 00.0% | Unchanged |
| Versor Investments LP | 11,579 | $1.02M | 0.18% | +7,779+204.7% | Added |
| Hoylecohen, LLC | 11,553 | $1.02M | 0.09% | −1,536−11.7% | Reduced |
| Northstar Asset Management LLC | 11,527 | $1.02M | 0.28% | −300−2.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,490 | $1.01M | 0.66% | −270−2.3% | Reduced |
| Viawealth, LLC | 11,455 | $1.01M | 0.75% | −630−5.2% | Reduced |
| Johnson Financial Group, Inc. | 11,375 | $1.01M | 0.07% | +2,210+24.1% | Added |
| Claro Advisors LLC | 11,333 | $998.4K | 0.25% | +1,604+16.5% | Added |
| Violich Capital Management, Inc. | 11,315 | $997.0K | 0.16% | −500−4.2% | Reduced |
| Jarislowsky, Fraser Ltd | 11,254 | $991.5K | 0.01% | −26−0.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,248 | $990.9K | 1.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,225 | $988.9K | 0.30% | +125+1.1% | Added |
| Chilton Capital Management LLC | 11,199 | $986.6K | 0.05% | +3,171+39.5% | Added |
| SeaCrest Wealth Management, LLC | 11,183 | $985.3K | 0.12% | −471−4.0% | Reduced |
| Rothschild Investment Corp | 11,139 | $981.0K | 0.08% | −815−6.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,126 | $980.2K | 0.06% | −2,943−20.9% | Reduced |
| Rosenbaum Jay D. | 11,066 | $974.9K | 1.57% | +711+6.9% | Added |
| Moseley Investment Management Inc | 11,018 | $970.7K | 0.57% | +988+9.9% | Added |
| Bigelow Investment Advisors, LLC | 11,015 | $970.4K | 0.53% | +155+1.4% | Added |
| Jupiter Wealth Management LLC | 11,000 | $969.1K | 0.83% | +6,000+120.0% | Added |
| Ascent Wealth Partners, LLC | 10,950 | $964.7K | 0.17% | −58−0.5% | Reduced |
| First National Bank & Trust Co of Newtown | 10,949 | $964.6K | 0.21% | −282−2.5% | Reduced |
| Mork Capital Management, LLC | 10,890 | $959.4K | 0.74% | 00.0% | Unchanged |
| Accredited Investors Inc. | 10,870 | $957.6K | 0.07% | −883−7.5% | Reduced |
| First Financial Bank - Trust Division | 10,841 | $955.1K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,833 | $954.4K | 0.11% | +843+8.4% | Added |
| Marble Harbor Investment Counsel, LLC | 10,808 | $952.2K | 0.12% | −300−2.7% | Reduced |
| Chicago Trust Co NA | 10,744 | $946.5K | 0.23% | +1,703+18.8% | Added |
| NVWM, LLC | 10,696 | $942.3K | 0.31% | +2,752+34.6% | Added |
| Boston Financial Mangement LLC | 10,687 | $941.5K | 0.03% | +3,288+44.4% | Added |
| Trustco Bank Corp N Y | 10,671 | $940.1K | 1.01% | −288−2.6% | Reduced |
| Csenge Advisory Group | 10,629 | $936.4K | 0.06% | −672−5.9% | Reduced |
| ELCO Management Co., LLC | 10,615 | $935.2K | 0.68% | −510−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 10,581 | $932.2K | 0.19% | +951+9.9% | Added |
| Sciencast Management LP | 10,758 | $929.4K | 0.76% | +2,091+24.1% | Added |
| LS Investment Advisors, LLC | 10,545 | $929.0K | 0.16% | +370+3.6% | Added |
| Kennicott Capital Management LLC | 9,894 | $924.3K | 0.47% | +6,596+200.0% | Added |
| Alera Investment Advisors, LLC | 10,470 | $922.4K | 0.20% | +1,844+21.4% | Added |