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 |
|---|---|---|---|---|---|
| Washington Capital Management Inc | 10,465 | $922.0K | 0.78% | +100+1.0% | Added |
| Clear Harbor Asset Management, LLC | 10,431 | $919.0K | 0.09% | +3,812+57.6% | Added |
| Ballast, Inc. | 10,418 | $917.8K | 0.35% | +317+3.1% | Added |
| Park Place Capital Corp | 10,362 | $912.9K | 0.26% | −168−1.6% | Reduced |
| Wellington Shields & Co., LLC | 10,335 | $910.5K | 0.21% | +800+8.4% | Added |
| Lincoln National Corp | 10,278 | $905.5K | 0.02% | −1,391−11.9% | Reduced |
| Essex Investment Management Co LLC | 10,245 | $902.6K | 0.13% | +10,245 | New |
| Patten Group, Inc. | 10,230 | $901.3K | 0.26% | −4,394−30.0% | Reduced |
| Marcum Wealth, LLC | 10,221 | $900.5K | 0.11% | −813−7.4% | Reduced |
| Private Trust Co NA | 10,219 | $900.3K | 0.11% | +139+1.4% | Added |
| Wealth Advisory Solutions, LLC | 10,209 | $899.4K | 0.24% | −1,063−9.4% | Reduced |
| River Street Advisors LLC | 10,194 | $898.1K | 0.86% | −323−3.1% | Reduced |
| Central Trust Co | 10,141 | $893.4K | 0.02% | −369−3.5% | Reduced |
| DMG Group, LLC | 10,072 | $887.3K | 0.89% | +261+2.7% | Added |
| Naviter Wealth, LLC | 9,973 | $885.4K | 0.23% | +718+7.8% | Added |
| Brighton Jones LLC | 10,046 | $885.0K | 0.04% | +2,543+33.9% | Added |
| Great Lakes Retirement, Inc. | 10,045 | $884.9K | 0.16% | +291+3.0% | Added |
| DCM Advisors, LLC | 10,022 | $882.9K | 0.38% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 10,021 | $882.9K | 0.25% | −478−4.6% | Reduced |
| Manatuck Hill Partners, LLC | 10,000 | $881.0K | 0.42% | +10,000 | New |
| Corundum Group, Inc. | 9,968 | $878.2K | 0.44% | −5,022−33.5% | Reduced |
| CVA Family Office, LLC | 9,953 | $876.9K | 0.18% | +852+9.4% | Added |
| Clarius Group, LLC | 9,916 | $873.6K | 0.07% | +764+8.3% | Added |
| First Dallas Securities Inc. | 9,911 | $873.0K | 0.49% | +2,276+29.8% | Added |
| Cyndeo Wealth Partners, LLC | 9,890 | $871.3K | 0.09% | −661−6.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,870 | $869.5K | 0.41% | +3,073+45.2% | Added |
| Stableford Capital II LLC | 10,391 | $863.7K | 0.38% | +10,391 | New |
| Barry Investment Advisors, LLC | 9,716 | $862.7K | 0.29% | −257−2.6% | Reduced |
| GSB Wealth Management, LLC | 9,790 | $862.5K | 0.28% | +598+6.5% | Added |
| LGT Financial Advisors LLC | 9,761 | $859.9K | 0.92% | +6,016+160.6% | Added |
| Pacitti Group Inc. | 9,680 | $858.2K | 0.60% | −105−1.1% | Reduced |
| First Pacific Financial | 9,684 | $853.2K | 0.36% | +39+0.4% | Added |
| CX Institutional | 9,668 | $851.7K | 0.04% | +2,702+38.8% | Added |
| BSW Wealth Partners | 9,658 | $850.8K | 0.18% | +158+1.7% | Added |
| Capstone Triton Financial Group, LLC | 9,624 | $847.9K | 0.58% | +527+5.8% | Added |
| Citizens Financial Group Inc | 9,598 | $845.6K | 0.03% | −3,980−29.3% | Reduced |
| Tiaa, FSB | 9,589 | $844.8K | 0.00% | −570−5.6% | Reduced |
| Montag A & Associates Inc | 9,514 | $843.8K | 0.05% | −1,300−12.0% | Reduced |
| Whittier Trust Co | 9,542 | $840.6K | 0.01% | −701−6.8% | Reduced |
| FirstPurpose Wealth LLC | 9,528 | $839.4K | 0.36% | +1,037+12.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,524 | $839.1K | 0.10% | +1,366+16.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,513 | $838.1K | 0.28% | +476+5.3% | Added |
| First Commonwealth Financial Corp | 9,478 | $835.0K | 0.27% | −47−0.5% | Reduced |
| Winch Advisory Services, LLC | 9,465 | $834.0K | 0.30% | +45+0.5% | Added |
| Sentry Investment Management LLC | 9,411 | $829.0K | 0.31% | +641+7.3% | Added |
| NewEdge Wealth, LLC | 9,394 | $827.6K | 0.03% | −1,893−16.8% | Reduced |
| Red Door Wealth Management, LLC | 9,350 | $823.7K | 0.18% | +5,255+128.3% | Added |
| Aspire Wealth Management Corp | 9,330 | $822.0K | 0.62% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 9,289 | $818.4K | 0.35% | +669+7.8% | Added |
| Loudon Investment Management, LLC | 9,279 | $817.5K | 0.54% | +238+2.6% | Added |
| Madison Wealth Management | 9,256 | $815.5K | 0.16% | −105−1.1% | Reduced |
| Diligent Investors, LLC | 9,210 | $811.4K | 0.24% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,184 | $809.1K | 0.02% | −7,515−45.0% | Reduced |
| Roberts Glore & Co Inc | 9,180 | $808.8K | 0.26% | −125−1.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,093 | $807.1K | 0.30% | +9,093 | New |
| Valmark Advisers, Inc. | 9,154 | $806.5K | 0.02% | −413−4.3% | Reduced |
| Burney Co | 9,098 | $801.5K | 0.04% | −257−2.7% | Reduced |
| Exeter Financial, LLC | 9,172 | $800.6K | 0.41% | −3,783−29.2% | Reduced |
| Flagship Harbor Advisors, LLC | 9,083 | $800.2K | 0.07% | −2,297−20.2% | Reduced |
| Agf Management Ltd | 9,078 | $799.8K | 0.01% | +9,078 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,012 | $794.0K | 0.51% | −210−2.3% | Reduced |
| Central Bank & Trust Co | 8,942 | $787.8K | 0.13% | +353+4.1% | Added |
| Strengthening Families & Communities, LLC | 8,886 | $783.0K | 0.34% | +1,044+13.3% | Added |
| Beacon Investment Advisors LLC | 8,885 | $782.8K | 0.53% | −273−3.0% | Reduced |
| Northcape Wealth Management, LLC | 8,867 | $781.2K | 0.28% | +4,056+84.3% | Added |
| Balentine LLC | 8,867 | $781.2K | 0.03% | −2,900−24.6% | Reduced |
| Radnor Capital Management, LLC | 8,801 | $775.0K | 0.33% | 00.0% | Unchanged |
| LCNB Corp | 8,768 | $772.5K | 0.33% | −133−1.5% | Reduced |
| Glen Eagle Advisors, LLC | 8,765 | $772.1K | 0.18% | −273−3.0% | Reduced |
| Walleye Trading LLC | 8,714 | $767.7K | 0.04% | −13,438−60.7% | Reduced |
| Great Waters Wealth Management | 8,709 | $767.3K | 0.15% | −36−0.4% | Reduced |
| McDaniel Terry & Co | 8,691 | $766.0K | 0.08% | −416−4.6% | Reduced |
| Laurion Capital Management LP | 8,674 | $764.2K | 0.03% | +8,674 | New |
| Two Sigma Securities, LLC | 8,653 | $762.3K | 0.06% | +8,653 | New |
| Legacy Capital Group California, Inc. | 8,645 | $761.6K | 0.31% | +1,827+26.8% | Added |
| Harbour Investments, Inc. | 8,633 | $760.5K | 0.04% | +1,673+24.0% | Added |
| Angeles Investment Advisors, LLC | 8,594 | $760.3K | 0.06% | +962+12.6% | Added |
| Biltmore Family Office, LLC | 8,557 | $759.8K | 0.16% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 8,619 | $759.3K | 0.01% | −14,932−63.4% | Reduced |
| 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 |
| Cornerstone Wealth Management, LLC | 8,573 | $755.3K | 0.07% | +985+13.0% | Added |
| Encompass Wealth Advisors, LLC | 8,571 | $755.1K | 0.25% | −46−0.5% | Reduced |
| Vident Investment Advisory, LLC | 8,576 | $753.2K | 0.03% | −17,246−66.8% | Reduced |
| TLWM | 8,533 | $751.8K | 0.22% | +215+2.6% | Added |
| City State Bank | 8,526 | $751.0K | 0.41% | −302−3.4% | Reduced |
| Auxano Advisors, LLC | 9,306 | $750.3K | 0.30% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 8,493 | $748.2K | 0.98% | +1,703+25.1% | Added |
| Shelton Capital Management | 8,457 | $745.0K | 0.03% | −319−3.6% | Reduced |
| J.W. Cole Advisors, Inc. | 8,425 | $742.3K | 0.05% | +587+7.5% | Added |
| Fukoku Mutual Life Insurance Co | 8,404 | $740.4K | 0.07% | −445−5.0% | Reduced |
| Titleist Asset Management, LLC | 8,399 | $739.9K | 0.15% | −213−2.5% | Reduced |
| Malaga Cove Capital, LLC | 8,366 | $737.0K | 0.34% | 00.0% | Unchanged |
| Foster & Motley Inc | 8,367 | $737.0K | 0.06% | −431−4.9% | Reduced |
| Kades & Cheifetz LLC | 8,349 | $735.5K | 0.56% | −229−2.7% | Reduced |
| Cambridge Advisors Inc. | 8,334 | $734.2K | 0.19% | 00.0% | Unchanged |
| Martin & Co Inc | 8,333 | $734.2K | 0.19% | −495−5.6% | Reduced |
| Lindbrook Capital, LLC | 8,332 | $734.0K | 0.08% | +1,825+28.0% | Added |
| Cypress Capital Group | 8,316 | $732.6K | 0.11% | +594+7.7% | Added |
| GYL Financial Synergies, LLC | 8,280 | $729.5K | 0.07% | −1,351−14.0% | Reduced |