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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 3,890 | $342.7K | 0.25% | +1,067+37.8% | Added |
| Platte River Wealth Advisors, LLC | 3,865 | $340.5K | 0.12% | +3,865 | New |
| Jeppson Wealth Management, LLC | 3,860 | $340.1K | 0.15% | +340+9.7% | Added |
| Wrapmanager Inc | 3,852 | $339.4K | 0.10% | −310−7.4% | Reduced |
| Allstate Corp | 3,843 | $338.6K | 0.02% | +545+16.5% | Added |
| Kingswood Wealth Advisors, LLC | 3,841 | $338.4K | 0.11% | +3,841 | New |
| NinePointTwo Capital | 3,841 | $338.0K | 0.13% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 3,806 | $335.3K | 0.24% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,787 | $333.6K | 0.24% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,024 | $333.5K | 0.08% | +2,000+98.8% | Added |
| Aviance Capital Partners, LLC | 3,750 | $330.4K | 0.07% | +232+6.6% | Added |
| Wallace Advisory Group, LLC | 4,097 | $330.3K | 0.25% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,744 | $329.8K | 0.29% | +3,744 | New |
| Renasant Bank | 3,737 | $329.2K | 0.27% | +42+1.1% | Added |
| SlateStone Wealth, LLC | 3,732 | $329.0K | 0.06% | −1,750−31.9% | Reduced |
| Advisory Research Inc | 3,731 | $328.7K | 0.04% | +3,731 | New |
| WMS Partners, LLC | 3,728 | $328.4K | 0.03% | +9+0.2% | Added |
| jvl associates llc | 3,719 | $327.6K | 0.16% | +110+3.0% | Added |
| Gratus Capital LLC | 3,713 | $327.2K | 0.02% | +173+4.9% | Added |
| Smith Shellnut Wilson LLC | 3,688 | $324.9K | 0.18% | −25−0.7% | Reduced |
| Widmann Financial Services, Inc. | 3,678 | $324.0K | 0.31% | +175+5.0% | Added |
| Resurgent Financial Advisors LLC | 3,675 | $323.8K | 0.21% | −778−17.5% | Reduced |
| Fortis Capital Advisors, LLC | 3,655 | $322.0K | 0.19% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,606 | $317.7K | 0.09% | +263+7.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,603 | $317.5K | 0.07% | +3,603 | New |
| Truadvice, LLC | 3,817 | $317.3K | 0.12% | −63−1.6% | Reduced |
| BLB&B Advisors, LLC | 3,594 | $316.7K | 0.02% | +43+1.2% | Added |
| Delta Financial Group, Inc. | 3,582 | $316.0K | 0.37% | +411+13.0% | Added |
| CFO4Life Group, LLC | 3,571 | $314.6K | 0.07% | −883−19.8% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $313.6K | 0.14% | −41−1.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,558 | $313.5K | 0.18% | −161−4.3% | Reduced |
| Aigen Investment Management, LP | 3,557 | $313.4K | 0.05% | −41,377−92.1% | Reduced |
| Baker Chad R | 3,555 | $313.2K | 0.07% | +3,555 | New |
| Vantage Financial Partners Ltd., Inc. | 3,550 | $312.8K | 0.17% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,549 | $312.7K | 0.04% | +224+6.7% | Added |
| Summit Financial Strategies, Inc. | 3,541 | $311.9K | 0.06% | +10.0% | Added |
| Saiph Capital, LLC | 3,529 | $310.9K | 0.17% | −54−1.5% | Reduced |
| Profit Investment Management, LLC | 3,504 | $308.7K | 0.20% | −97−2.7% | Reduced |
| Alta Advisers Ltd | 3,500 | $308.4K | 0.17% | 00.0% | Unchanged |
| First Interstate Bank | 3,498 | $308.2K | 0.03% | −349−9.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,492 | $307.6K | 0.02% | −290−7.7% | Reduced |
| PDS Planning, Inc | 3,486 | $307.1K | 0.04% | +425+13.9% | Added |
| Capital Planning Advisors, LLC | 3,483 | $306.9K | 0.06% | −216−5.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,479 | $306.5K | 0.16% | +2,379+216.3% | Added |
| Strategic Investment Advisors | 3,470 | $305.7K | 0.04% | +439+14.5% | Added |
| MBA Advisors LLC | 3,467 | $305.4K | 0.18% | −528−13.2% | Reduced |
| Keebeck Wealth Management, LLC | 3,401 | $302.0K | 0.04% | −28−0.8% | Reduced |
| Meridian Wealth Management, LLC | 3,420 | $301.3K | 0.03% | −175−4.9% | Reduced |
| Echo Street Capital Management LLC | 3,411 | $300.5K | 0.00% | −5,428−61.4% | Reduced |
| Maple Capital Management, Inc. | 3,408 | $300.2K | 0.03% | −106−3.0% | Reduced |
| Thrive Capital Management, LLC | 3,405 | $300.0K | 0.17% | +128+3.9% | Added |
| Modera Wealth Management, LLC | 3,404 | $299.9K | 0.01% | +3,404 | New |
| Insight Folios Inc | 3,393 | $298.9K | 0.13% | +17+0.5% | Added |
| DGS Capital Management, LLC | 3,385 | $298.2K | 0.15% | +318+10.4% | Added |
| Hurlow Wealth Management Group, Inc. | 3,383 | $298.0K | 0.13% | +400+13.4% | Added |
| David Loasby | 3,456 | $297.5K | 0.03% | +562+19.4% | Added |
| Colonial River Wealth Management, LLC | 3,360 | $296.0K | 0.19% | +3,360 | New |
| Quadrant Private Wealth Management, LLC | 3,318 | $294.6K | 0.09% | −90−2.6% | Reduced |
| E Fund Management Co., Ltd. | 3,340 | $294.0K | 0.02% | −395−10.6% | Reduced |
| Sheets Smith Wealth Management | 3,325 | $292.9K | 0.04% | +3,325 | New |
| Founders Financial Alliance, LLC | 3,325 | $292.9K | 0.12% | +313+10.4% | Added |
| Alpha Family Trust | 3,320 | $292.5K | 0.20% | 00.0% | Unchanged |
| Hendley & Co Inc | 3,313 | $292.0K | 0.12% | +400+13.7% | Added |
| CFM Wealth Partners LLC | 3,297 | $290.5K | 0.07% | +48+1.5% | Added |
| Arden Trust Co | 3,288 | $290.0K | 0.05% | −988−23.1% | Reduced |
| Fosun International Ltd | 3,280 | $289.0K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 3,266 | $287.7K | 0.76% | −96−2.9% | Reduced |
| RMB Capital Management, LLC | 3,262 | $287.4K | 0.01% | +3,262 | New |
| White Knight Strategic Wealth Advisors, LLC | 3,259 | $287.1K | 0.34% | −3,450−51.4% | Reduced |
| Cohen & Steers, Inc. | 3,262 | $287.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,256 | $287.0K | 0.21% | +422+14.9% | Added |
| BKD Wealth Advisors, LLC | 3,255 | $286.8K | 0.01% | +53+1.7% | Added |
| Essex Savings Bank | 3,248 | $286.1K | 0.10% | +108+3.4% | Added |
| TD Ameritrade Investment Management, LLC | 3,236 | $285.0K | 0.00% | −105−3.1% | Reduced |
| Pinnacle Bancorp, Inc. | 3,219 | $283.6K | 0.10% | +117+3.8% | Added |
| Perfromance Wealth Partners, LLC | 3,253 | $282.6K | 0.01% | +3,253 | New |
| Avestar Capital, LLC | 3,184 | $280.5K | 0.05% | +189+6.3% | Added |
| Exchange Bank | 3,183 | $280.4K | 0.27% | +3,183 | New |
| Evermay Wealth Management LLC | 3,151 | $279.5K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,172 | $279.5K | 0.03% | +3,172 | New |
| NBW Capital LLC | 3,167 | $279.0K | 0.07% | +115+3.8% | Added |
| Court Place Advisors, LLC | 3,148 | $277.3K | 0.10% | −175−5.3% | Reduced |
| Blossom Wealth Management | 3,146 | $277.2K | 1.01% | +405+14.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,129 | $275.7K | 0.21% | −90−2.8% | Reduced |
| West Family Investments, Inc. | 3,122 | $275.0K | 0.11% | −1,078−25.7% | Reduced |
| LifePro Asset Management | 3,119 | $274.8K | 0.21% | +3,119 | New |
| Revisor Wealth Management LLC | 3,111 | $274.1K | 0.25% | −296−8.7% | Reduced |
| Canton Hathaway, LLC | 3,112 | $274.0K | 0.09% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,104 | $273.5K | 0.02% | −887−22.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,100 | $273.1K | 0.06% | −1,800−36.7% | Reduced |
| Van Hulzen Asset Management, LLC | 3,103 | $273.0K | 0.02% | −37,898−92.4% | Reduced |
| Allred Capital Management, LLC | 3,090 | $272.2K | 0.13% | +93+3.1% | Added |
| Capital Advisors, Ltd. LLC | 3,091 | $272.0K | 0.04% | +10.0% | Added |
| Good Life Advisors, LLC | 3,085 | $271.8K | 0.03% | −125−3.9% | Reduced |
| Meeder Asset Management Inc | 3,081 | $271.4K | 0.02% | −62−2.0% | Reduced |
| Excalibur Management Corp | 3,073 | $270.7K | 0.14% | +15+0.5% | Added |
| Zullo Investment Group, Inc. | 3,066 | $270.1K | 0.15% | −84−2.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,050 | $268.7K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 3,049 | $268.6K | 0.08% | +544+21.7% | Added |
| Coastal Investment Advisors, Inc. | 3,047 | $268.4K | 0.06% | +534+21.2% | Added |