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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 5,056 | $445.4K | 0.36% | +1,510+42.6% | Added |
| Capstone Investment Advisors, LLC | 5,032 | $443.3K | 0.01% | +5,032 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $440.5K | 0.38% | 00.0% | Unchanged |
| Black Swift Group, LLC | 5,000 | $440.5K | 0.15% | +5,000 | New |
| Centennial Bank | 4,988 | $439.4K | 0.30% | −835−14.3% | Reduced |
| Lakewood Asset Management LLC | 4,975 | $438.3K | 0.34% | 00.0% | Unchanged |
| US Asset Management LLC | 4,968 | $438.0K | 0.46% | −5−0.1% | Reduced |
| Voloridge Investment Management, LLC | 4,968 | $437.7K | 0.00% | −1,891,250−99.7% | Reduced |
| Manchester Capital Management LLC | 4,959 | $436.9K | 0.06% | −2,531−33.8% | Reduced |
| WealthPlan Investment Management, LLC | 4,938 | $435.0K | 0.13% | −14,247−74.3% | Reduced |
| Cypress Wealth Services, LLC | 4,990 | $432.7K | 0.11% | +702+16.4% | Added |
| Buckingham Strategic Partners | 4,904 | $432.1K | 0.02% | +485+11.0% | Added |
| Martingale Asset Management L P | 4,882 | $430.1K | 0.01% | −6,790−58.2% | Reduced |
| Enterprise Financial Services Corp | 4,873 | $429.3K | 0.27% | −58−1.2% | Reduced |
| STAR Financial Bank | 4,868 | $428.9K | 0.40% | +80+1.7% | Added |
| Alpha Omega Wealth Management LLC | 4,866 | $428.7K | 0.07% | −25−0.5% | Reduced |
| Thomas White International Ltd | 4,856 | $427.8K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,807 | $426.9K | 0.05% | −212−4.2% | Reduced |
| First PREMIER Bank | 4,829 | $425.0K | 0.12% | +120+2.5% | Added |
| Boyd Watterson Asset Management LLC | 4,813 | $424.0K | 0.17% | +9+0.2% | Added |
| Catalyst Financial Partners LLC | 4,773 | $420.5K | 0.15% | +735+18.2% | Added |
| Dover Advisors, LLC | 4,732 | $420.2K | 0.37% | −309−6.1% | Reduced |
| Nwam LLC | 4,718 | $415.7K | 0.03% | +525+12.5% | Added |
| Cornerstone Advisory, LLC | 4,710 | $415.0K | 0.07% | +230+5.1% | Added |
| Fifth Third Wealth Advisors LLC | 4,705 | $414.5K | 0.27% | +4,705 | New |
| Parkside Investments, LLC | 4,694 | $413.5K | 0.08% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $413.4K | 0.09% | +4,744 | New |
| Meridian Investment Counsel Inc. | 4,690 | $413.2K | 0.15% | −167−3.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,804 | $410.5K | 0.02% | +1,218+34.0% | Added |
| SageView Advisory Group, LLC | 4,651 | $409.8K | 0.02% | +1,400+43.1% | Added |
| Bessemer Securities LLC | 4,614 | $406.0K | 0.27% | −500−9.8% | Reduced |
| KLR Investment Advisors, LLC | 4,566 | $405.4K | 0.33% | +1,749+62.1% | Added |
| Kistler-Tiffany Companies, LLC | 4,599 | $405.1K | 0.07% | −14−0.3% | Reduced |
| Pallas Capital Advisors LLC | 4,665 | $404.5K | 0.02% | −83,859−94.7% | Reduced |
| Summit X, LLC | 4,589 | $404.4K | 0.10% | +902+24.5% | Added |
| Cedar Brook Financial Partners, LLC | 4,557 | $401.5K | 0.10% | −15−0.3% | Reduced |
| InterOcean Capital Group, LLC | 4,545 | $400.4K | 0.01% | +1,512+49.9% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $397.3K | 0.94% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 4,503 | $396.7K | 0.08% | +1,220+37.2% | Added |
| Woodward Diversified Capital, LLC | 4,484 | $395.0K | 0.30% | −167−3.6% | Reduced |
| ASB Consultores, LLC | 4,477 | $394.4K | 0.19% | +1,799+67.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,473 | $394.0K | 0.00% | +4,253+1,933.2% | Added |
| Truvestments Capital LLC | 4,463 | $393.2K | 0.20% | +21+0.5% | Added |
| Vigilant Capital Management, LLC | 4,459 | $393.0K | 0.03% | +700+18.6% | Added |
| Change Path, LLC | 4,463 | $393.0K | 0.02% | +964+27.6% | Added |
| Covenant Partners, LLC | 4,454 | $392.4K | 0.14% | +1,043+30.6% | Added |
| Caldwell Trust Co | 4,451 | $392.1K | 0.05% | +44+1.0% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $386.4K | 0.20% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 4,366 | $384.6K | 0.06% | +133+3.1% | Added |
| Thoroughbred Financial Services, LLC | 4,369 | $384.0K | 0.05% | −326−6.9% | Reduced |
| Hedges Asset Management LLC | 4,340 | $382.4K | 0.32% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 4,318 | $380.4K | 0.30% | +50+1.2% | Added |
| Keel Point, LLC | 4,309 | $379.6K | 0.05% | +369+9.4% | Added |
| Worth Financial Advisory Group, LLC | 4,302 | $379.0K | 0.35% | +4,302 | New |
| Ferguson Wellman Capital Management, Inc | 4,298 | $378.7K | 0.01% | −847−16.5% | Reduced |
| Abacus Wealth Partners, LLC | 4,296 | $378.5K | 0.11% | −14−0.3% | Reduced |
| AllSquare Wealth Management LLC | 4,586 | $378.3K | 0.25% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 4,275 | $376.6K | 0.27% | +11+0.3% | Added |
| Teza Capital Management LLC | 4,253 | $374.7K | 0.06% | −38,387−90.0% | Reduced |
| Hall Capital Management Co Inc | 4,226 | $372.3K | 0.21% | +120+2.9% | Added |
| Lebenthal Global Advisors, LLC | 4,214 | $371.3K | 0.11% | −59−1.4% | Reduced |
| First Light Asset Management, LLC | 4,188 | $369.0K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,176 | $367.9K | 0.14% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 4,176 | $367.9K | 0.58% | −55−1.3% | Reduced |
| Peoples Financial Services Corp. | 4,165 | $366.9K | 0.16% | −186−4.3% | Reduced |
| Alethea Capital Management, LLC | 4,150 | $365.6K | 0.39% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,170 | $365.6K | 0.11% | +227+5.8% | Added |
| Marino, Stram & Associates LLC | 4,136 | $364.4K | 0.10% | +171+4.3% | Added |
| First Citizens Financial Corp | 4,134 | $364.2K | 0.25% | +4,134 | New |
| Hartford Funds Management Co LLC | 4,126 | $363.5K | 0.04% | +450+12.2% | Added |
| Verity Asset Management, Inc. | 4,115 | $362.5K | 0.27% | +620+17.7% | Added |
| Empower Advisory Group, LLC | 4,111 | $362.2K | 0.00% | +4,111 | New |
| CastleKnight Management LP | 4,100 | $361.2K | 0.07% | +4,100 | New |
| Centaurus Financial, Inc. | 4,095 | $361.0K | 0.03% | −778−16.0% | Reduced |
| Aries Wealth Management | 4,064 | $358.0K | 0.14% | +20+0.5% | Added |
| Silverlake Wealth Management LLC | 4,055 | $357.2K | 0.20% | +39+1.0% | Added |
| Kolinsky Wealth Management, LLC | 4,116 | $357.1K | 0.34% | +549+15.4% | Added |
| Riverbridge Partners LLC | 4,051 | $356.9K | 0.00% | −10−0.2% | Reduced |
| Farther Finance Advisors, LLC | 4,050 | $356.8K | 0.08% | +1,069+35.9% | Added |
| Ameritas Advisory Services, LLC | 4,146 | $356.1K | 0.05% | −1,540−27.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,021 | $354.3K | 0.17% | −450−10.1% | Reduced |
| Holistic Financial Partners | 4,010 | $353.3K | 0.25% | −331−7.6% | Reduced |
| Imprint Wealth LLC | 4,051 | $353.1K | 0.22% | −4,243−51.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,006 | $352.9K | 0.09% | −570−12.5% | Reduced |
| AlphaCentric Advisors LLC | 4,000 | $352.4K | 0.20% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $352.4K | 0.08% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,993 | $351.8K | 0.33% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,958 | $351.5K | 0.05% | −352−8.2% | Reduced |
| Peoples Bank | 3,986 | $351.2K | 0.21% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,981 | $350.7K | 0.03% | +3,981 | New |
| Ronald Blue Trust, Inc. | 4,343 | $350.0K | 0.01% | −3,333−43.4% | Reduced |
| Schmidt P J Investment Management Inc | 3,930 | $349.6K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,965 | $349.3K | 0.07% | −45−1.1% | Reduced |
| Thrive Wealth Management, LLC | 3,943 | $347.4K | 0.09% | +3,943 | New |
| DF Dent & Co Inc | 3,938 | $346.9K | 0.00% | −3,782−49.0% | Reduced |
| Segment Wealth Management, LLC | 3,935 | $346.7K | 0.04% | −150−3.7% | Reduced |
| Mechanics Bank Trust Department | 3,934 | $346.6K | 0.06% | −5,811−59.6% | Reduced |
| Concord Asset Management, LLC | 3,908 | $344.3K | 0.12% | +3,908 | New |
| Arcataur Capital Management LLC | 3,897 | $343.3K | 0.14% | +3,897 | New |
| Stokes Family Office, LLC | 3,894 | $343.1K | 0.04% | +268+7.4% | Added |