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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 6,440 | $567.4K | 0.37% | −400−5.8% | Reduced |
| Montecito Bank & Trust | 6,440 | $567.4K | 0.13% | −167−2.5% | Reduced |
| PAX Financial Group, LLC | 6,438 | $567.2K | 0.13% | +61+1.0% | Added |
| Meridian Wealth Advisors, LLC | 6,430 | $566.5K | 0.14% | +29+0.5% | Added |
| Long Road Investment Counsel, LLC | 6,400 | $564.0K | 0.26% | 00.0% | Unchanged |
| Axq Capital, LP | 6,400 | $563.8K | 0.70% | +6,400 | New |
| Roundview Capital LLC | 6,387 | $562.7K | 0.05% | −539−7.8% | Reduced |
| XTX Topco Ltd | 6,387 | $562.7K | 0.10% | +6,387 | New |
| Strategic Wealth Designers | 6,378 | $561.9K | 0.09% | +6,378 | New |
| LGL Partners, LLC | 6,359 | $560.2K | 0.10% | +4+0.1% | Added |
| Constitution Capital LLC | 6,350 | $559.4K | 0.32% | −100−1.6% | Reduced |
| Papp L Roy & Associates | 6,343 | $558.8K | 0.07% | −503−7.3% | Reduced |
| Reuter James Wealth Management, LLC | 6,342 | $558.7K | 0.67% | −81−1.3% | Reduced |
| MONECO Advisors, LLC | 6,323 | $557.1K | 0.15% | +64+1.0% | Added |
| Eudaimonia Partners, LLC | 6,306 | $555.5K | 0.13% | +1,823+40.7% | Added |
| Blue Barn Wealth, LLC | 6,297 | $554.8K | 0.36% | +1,226+24.2% | Added |
| Wedmont Private Capital | 6,324 | $554.3K | 0.06% | +376+6.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,275 | $553.0K | 0.06% | +110+1.8% | Added |
| Abbrea Capital, LLC | 6,227 | $553.0K | 0.09% | +551+9.7% | Added |
| Guardian Capital Advisors LP | 6,306 | $552.2K | 0.06% | +6,306 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 6,259 | $551.4K | 0.02% | −394−5.9% | Reduced |
| Vontobel Asset Management Inc | 6,249 | $550.5K | 0.00% | −669−9.7% | Reduced |
| Guidance Capital, Inc | 6,589 | $549.9K | 0.24% | +6,589 | New |
| Waldron Private Wealth LLC | 6,190 | $549.7K | 0.03% | −1,145−15.6% | Reduced |
| Rowland & Co Investment Counsel | 6,238 | $549.6K | 0.13% | +757+13.8% | Added |
| Lion Street Advisors, LLC | 4,552 | $545.6K | 0.18% | +1,804+65.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,183 | $544.7K | 0.22% | −144−2.3% | Reduced |
| Mechanics Financial Corp | 6,162 | $542.9K | 0.30% | −347−5.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,132 | $540.3K | 0.10% | +1,313+27.2% | Added |
| Avantax Planning Partners, Inc. | 6,129 | $540.0K | 0.02% | +29+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,111 | $538.4K | 0.06% | +3,472+131.6% | Added |
| Burns J W & Co Inc | 6,097 | $537.0K | 0.09% | −328−5.1% | Reduced |
| Adviser Investments LLC | 6,088 | $536.4K | 0.01% | +1,520+33.3% | Added |
| Westhampton Capital, LLC | 6,075 | $535.2K | 0.35% | −100−1.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,075 | $535.0K | 0.52% | +50+0.8% | Added |
| First Affirmative Financial Network | 6,063 | $534.2K | 0.53% | +487+8.7% | Added |
| Mission Wealth Management, LP | 6,052 | $533.2K | 0.02% | −289−4.6% | Reduced |
| Hillman Capital Management, Inc. | 6,028 | $531.1K | 0.19% | −206−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 5,951 | $524.3K | 0.06% | −1,130−16.0% | Reduced |
| Meitav Dash Investments Ltd | 5,926 | $523.7K | 0.00% | −3,469−36.9% | Reduced |
| Salvus Wealth Management, LLC | 5,939 | $523.2K | 0.40% | +260+4.6% | Added |
| Pointe Capital Management LLC | 5,936 | $523.0K | 0.39% | −78−1.3% | Reduced |
| Ropes Wealth Advisors LLC | 5,936 | $522.9K | 0.09% | +2,329+64.6% | Added |
| Richwood Investment Advisors, LLC | 5,930 | $522.5K | 0.51% | −39−0.7% | Reduced |
| Cooper Financial Group | 5,927 | $522.1K | 0.13% | +547+10.2% | Added |
| 1776 Wealth LLC | 5,919 | $521.5K | 0.28% | +2,141+56.7% | Added |
| North Star Asset Management Inc | 5,918 | $521.4K | 0.03% | −115−1.9% | Reduced |
| IVC Wealth Advisors LLC | 5,901 | $519.9K | 0.33% | +93+1.6% | Added |
| Americana Partners, LLC | 5,892 | $519.1K | 0.07% | −1,297−18.0% | Reduced |
| Parkside Financial Bank & Trust | 5,863 | $516.5K | 0.12% | −745−11.3% | Reduced |
| SPC Financial, Inc. | 5,861 | $516.3K | 0.06% | +1,302+28.6% | Added |
| Magnus Financial Group LLC | 5,851 | $515.5K | 0.07% | +159+2.8% | Added |
| Prime Capital Investment Advisors, LLC | 5,843 | $514.8K | 0.01% | +5,843 | New |
| TCI Wealth Advisors, Inc. | 5,826 | $513.3K | 0.07% | +4+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 5,823 | $513.0K | 0.32% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,760 | $507.0K | 0.04% | +5,760 | New |
| Aspen Investment Management Inc | 5,719 | $504.0K | 0.30% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5,716 | $503.6K | 0.45% | −1,000−14.9% | Reduced |
| Mather Group, LLC. | 5,693 | $501.5K | 0.01% | +2,040+55.8% | Added |
| Family Legacy, Inc. | 5,668 | $499.3K | 0.20% | +4+0.1% | Added |
| Concord Wealth Partners | 5,651 | $497.9K | 0.11% | +3,287+139.0% | Added |
| KC Investment Advisors, LLC | 5,635 | $496.4K | 0.34% | +1,104+24.4% | Added |
| FSB Premier Wealth Management, Inc. | 5,609 | $494.2K | 0.27% | −900−13.8% | Reduced |
| NorthRock Partners, LLC | 5,606 | $493.9K | 0.05% | −658−10.5% | Reduced |
| Congress Park Capital LLC | 5,603 | $493.6K | 0.28% | −175−3.0% | Reduced |
| StoneX Group Inc. | 5,564 | $493.4K | 0.05% | −923−14.2% | Reduced |
| Beta Wealth Group, Inc. | 5,600 | $493.4K | 0.29% | +700+14.3% | Added |
| LWMG, LLC | 5,580 | $491.6K | 0.14% | +31+0.6% | Added |
| West Paces Advisors Inc. | 5,574 | $491.1K | 0.14% | −1,136−16.9% | Reduced |
| Atomi Financial Group, Inc. | 5,569 | $490.6K | 0.22% | +5,569 | New |
| Inscription Capital, LLC | 5,566 | $490.4K | 0.15% | −2,212−28.4% | Reduced |
| M&R Capital Management Inc | 5,556 | $489.6K | 0.13% | −25−0.4% | Reduced |
| Ellevest, Inc. | 5,509 | $485.3K | 0.04% | +1,232+28.8% | Added |
| Athena Investment Management | 5,488 | $483.5K | 0.33% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,440 | $479.3K | 0.08% | +421+8.4% | Added |
| First National Advisers, LLC | 5,409 | $477.0K | 0.44% | −470−8.0% | Reduced |
| High Note Wealth, LLC | 5,412 | $476.8K | 0.19% | +103+1.9% | Added |
| Ti-Trust, Inc | 5,410 | $476.6K | 0.44% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,410 | $476.6K | 0.07% | +438+8.8% | Added |
| Washington Trust Bank | 5,380 | $474.0K | 0.05% | +993+22.6% | Added |
| North Star Investment Management Corp. | 5,376 | $473.6K | 0.04% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,338 | $470.3K | 0.12% | +105+2.0% | Added |
| Park Edge Advisors, LLC | 5,336 | $470.1K | 0.16% | 00.0% | Unchanged |
| HBK Investments L P | 5,316 | $468.3K | 0.01% | +5,316 | New |
| KG&L Capital Management,LLC | 5,309 | $467.7K | 0.22% | +1,062+25.0% | Added |
| LSV Asset Management | 5,300 | $467.0K | 0.00% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,273 | $465.0K | 0.37% | +670+14.6% | Added |
| Lavaca Capital LLC | 5,260 | $463.4K | 0.14% | +5,260 | New |
| Paragon Financial Partners, Inc. | 5,210 | $459.0K | 0.43% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 5,200 | $458.1K | 0.36% | −3,900−42.9% | Reduced |
| SkyView Investment Advisors, LLC | 5,189 | $457.0K | 0.11% | −8,765−62.8% | Reduced |
| Peak Planning Group, LLC | 5,166 | $455.1K | 0.34% | −411−7.4% | Reduced |
| Wealth Management Solutions, LLC | 5,162 | $454.7K | 0.30% | +952+22.6% | Added |
| Center for Financial Planning, Inc. | 5,160 | $454.6K | 0.10% | +84+1.7% | Added |
| Cahill Financial Advisors Inc | 5,133 | $452.2K | 0.07% | +50+1.0% | Added |
| First Capital Advisors Group, LLC. | 5,110 | $450.2K | 0.23% | −303−5.6% | Reduced |
| First City Capital Management, Inc. | 5,097 | $449.0K | 0.27% | −813−13.8% | Reduced |
| Leavell Investment Management, Inc. | 5,055 | $449.0K | 0.03% | −475−8.6% | Reduced |
| First Manhattan Co | 5,093 | $448.7K | 0.00% | −1,373−21.2% | Reduced |
| Fox Run Management, L.L.C. | 5,071 | $446.8K | 0.13% | +5,071 | New |