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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 8,273 | $726.0K | 0.14% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 8,234 | $725.4K | 0.01% | −813−9.0% | Reduced |
| Cim Investment Mangement Inc | 8,205 | $722.9K | 0.25% | +21+0.3% | Added |
| Colonial Trust Co | 8,190 | $721.5K | 0.17% | −126−1.5% | Reduced |
| Founders Capital Management, LLC | 8,176 | $720.3K | 0.16% | −3,748−31.4% | Reduced |
| Symmetry Partners, LLC | 8,133 | $717.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 8,128 | $716.1K | 0.07% | −69−0.8% | Reduced |
| Merit Financial Group, LLC | 8,115 | $714.9K | 0.02% | +2,525+45.2% | Added |
| Corton Capital Inc. | 8,079 | $711.8K | 0.33% | +2,872+55.2% | Added |
| Intrust Bank NA | 8,046 | $708.9K | 0.09% | −1,106−12.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 8,034 | $707.8K | 0.06% | +5,706+245.1% | Added |
| Optas, LLC | 8,031 | $707.5K | 0.24% | +177+2.3% | Added |
| Pitti Group Wealth Management, LLC | 8,002 | $705.0K | 0.79% | +1,357+20.4% | Added |
| Saxon Interests, Inc. | 7,996 | $704.4K | 0.38% | +1,246+18.5% | Added |
| Jmac Enterprises LLC | 7,993 | $704.2K | 0.17% | +1,300+19.4% | Added |
| Baxter Bros Inc | 7,914 | $697.2K | 0.10% | −200−2.5% | Reduced |
| Wills Financial Group, Inc. | 7,902 | $696.2K | 0.35% | +7,902 | New |
| Thomasville National Bank | 7,886 | $694.8K | 0.07% | −295−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 7,863 | $692.7K | 0.06% | −610−7.2% | Reduced |
| Park National Corp | 7,840 | $690.7K | 0.03% | −850−9.8% | Reduced |
| Duncker Streett & Co Inc | 7,832 | $690.0K | 0.15% | +13+0.2% | Added |
| Ascent Group, LLC | 8,386 | $689.7K | 0.08% | +3,150+60.2% | Added |
| Ritholtz Wealth Management | 7,826 | $689.5K | 0.03% | −366−4.5% | Reduced |
| S.E.E.D. Planning Group LLC | 7,817 | $688.7K | 0.24% | −1,534−16.4% | Reduced |
| Sittner & Nelson, LLC | 7,787 | $686.1K | 0.38% | −162−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 7,767 | $684.2K | 0.03% | −451−5.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,748 | $683.0K | 0.09% | +969+14.3% | Added |
| ORG Partners LLC | 7,766 | $681.3K | 0.11% | +7,766 | New |
| Capital Asset Advisory Services LLC | 7,768 | $680.9K | 0.05% | −204−2.6% | Reduced |
| Kovack Advisors, Inc. | 7,697 | $678.1K | 0.09% | +276+3.7% | Added |
| PrairieView Partners, LLC | 7,676 | $676.0K | 0.09% | −30−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 7,648 | $673.8K | 0.05% | −189−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,640 | $673.1K | 0.07% | −4,767−38.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,615 | $670.9K | 0.78% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7,539 | $669.4K | 0.16% | −341−4.3% | Reduced |
| Mayflower Financial Advisors, LLC | 7,587 | $668.5K | 0.09% | −609−7.4% | Reduced |
| Patten & Patten Inc | 7,577 | $667.5K | 0.06% | +821+12.2% | Added |
| Virtue Capital Management, LLC | 7,683 | $667.4K | 0.11% | −448−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 7,540 | $664.3K | 0.01% | +110+1.5% | Added |
| Ballast Advisors LLC | 7,532 | $663.6K | 0.25% | −118−1.5% | Reduced |
| Prudent Man Advisors, LLC | 7,508 | $661.0K | 0.25% | −157−2.0% | Reduced |
| Kamunting Street Capital Management, L.P. | 7,500 | $660.8K | 0.65% | +7,500 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,448 | $656.2K | 0.03% | +1,249+20.1% | Added |
| General Partner, Inc. | 7,448 | $656.2K | 0.55% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 7,441 | $655.6K | 0.94% | −100−1.3% | Reduced |
| American State Bank (Iowa) | 7,432 | $654.8K | 0.46% | −603−7.5% | Reduced |
| JJJ Advisors Inc. | 7,406 | $653.1K | 0.18% | +488+7.1% | Added |
| Hartline Investment Corp | 7,375 | $649.7K | 0.11% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,291 | $646.8K | 0.08% | +7,291 | New |
| Financial Insights, Inc. | 7,332 | $645.9K | 0.24% | +2,238+43.9% | Added |
| Continuum Advisory, LLC | 7,287 | $642.0K | 0.10% | +105+1.5% | Added |
| Schechter Investment Advisors, LLC | 7,226 | $636.6K | 0.06% | +137+1.9% | Added |
| Northwest Bancshares, Inc. | 7,223 | $636.3K | 0.12% | +52+0.7% | Added |
| D.B. Root & Company, LLC | 7,156 | $630.4K | 0.24% | +3,675+105.6% | Added |
| Nebula Research & Development LLC | 7,126 | $627.8K | 0.48% | +7,126 | New |
| Paragon Private Wealth Management, LLC | 7,104 | $625.9K | 0.50% | +420+6.3% | Added |
| Tilt Investment Management Holdings, PBC | 7,041 | $625.2K | 0.41% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 7,084 | $624.1K | 0.26% | +217+3.2% | Added |
| Spirit of America Management Corp | 7,069 | $622.8K | 0.14% | 00.0% | Unchanged |
| Archer Investment Corp | 7,017 | $618.2K | 0.22% | +148+2.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,008 | $617.4K | 0.18% | +40+0.6% | Added |
| Financial Advisory Corp | 7,002 | $617.0K | 0.28% | +419+6.4% | Added |
| West Oak Capital, LLC | 6,985 | $615.4K | 0.30% | −405−5.5% | Reduced |
| Bollard Group LLC | 6,955 | $613.0K | 0.02% | +121+1.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,937 | $611.1K | 0.32% | +80+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 6,915 | $609.2K | 0.10% | −1,925−21.8% | Reduced |
| Los Angeles Capital Management LLC | 6,901 | $608.0K | 0.00% | −83−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 6,881 | $606.3K | 0.05% | +18+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,877 | $605.9K | 0.04% | +1,232+21.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,868 | $605.1K | 0.15% | +4,310+168.5% | Added |
| Brookfield Asset Management Inc. | 6,854 | $603.8K | 0.00% | +837+13.9% | Added |
| Vise Technologies, Inc. | 6,844 | $603.0K | 0.15% | +495+7.8% | Added |
| Applied Capital LLC | 6,832 | $601.9K | 0.57% | −50−0.7% | Reduced |
| Field & Main Bank | 6,820 | $600.8K | 0.33% | −505−6.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,818 | $600.7K | 0.02% | −959−12.3% | Reduced |
| White Pine Capital LLC | 6,818 | $600.7K | 0.22% | −655−8.8% | Reduced |
| Affiance Financial, LLC | 6,817 | $600.6K | 0.29% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,814 | $600.3K | 0.06% | −157−2.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,796 | $598.7K | 0.17% | +384+6.0% | Added |
| Redmond Asset Management, LLC | 6,791 | $598.3K | 0.19% | +147+2.2% | Added |
| M Holdings Securities, Inc. | 6,792 | $598.0K | 0.12% | −1,249−15.5% | Reduced |
| Grove Bank & Trust | 6,755 | $595.1K | 0.12% | −347−4.9% | Reduced |
| Northside Capital Management, LLC | 6,747 | $594.4K | 0.21% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,734 | $593.3K | 0.01% | +83+1.2% | Added |
| Eads & Heald Wealth Management | 6,711 | $591.0K | 0.29% | −439−6.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,655 | $586.3K | 0.06% | +2,833+74.1% | Added |
| New Hampshire Trust | 6,631 | $584.2K | 0.15% | −1,189−15.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,626 | $583.8K | 0.36% | −400−5.7% | Reduced |
| Simmons Bank | 6,623 | $583.5K | 0.05% | +3,070+86.4% | Added |
| Financial Advocates Investment Management | 6,606 | $582.0K | 0.04% | +169+2.6% | Added |
| Triangle Securities Wealth Management | 6,603 | $581.7K | 0.20% | −349−5.0% | Reduced |
| Windsor Capital Management, LLC | 6,596 | $581.1K | 0.19% | +61+0.9% | Added |
| Bank of Stockton | 6,592 | $580.8K | 0.20% | −748−10.2% | Reduced |
| Beacon Financial Advisory LLC | 6,548 | $576.9K | 0.33% | +462+7.6% | Added |
| World Equity Group, Inc. | 6,534 | $575.6K | 0.17% | −2,865−30.5% | Reduced |
| Power Corp of Canada | 6,516 | $574.1K | 0.06% | +6,516 | New |
| Measured Wealth Private Client Group, LLC | 6,498 | $572.5K | 0.22% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,472 | $570.2K | 0.38% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 6,471 | $570.0K | 0.16% | +6,471 | New |
| First Heartland Consultants, Inc. | 6,458 | $569.0K | 0.07% | −3,361−34.2% | Reduced |