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; 2,150 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
- 2,064
- +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
- 899 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 79,873 | $7.04M | 1.45% | +18,559+30.3% | Added |
| American National Bank | 79,554 | $7.01M | 1.18% | +14,093+21.5% | Added |
| Hikari Power Ltd | 79,060 | $6.96M | 0.67% | 00.0% | Unchanged |
| Capital Analysts, LLC | 78,965 | $6.96M | 0.39% | +6,684+9.2% | Added |
| Boothbay Fund Management, LLC | 78,305 | $6.90M | 0.24% | +78,305 | New |
| Achmea Investment Management B.V. | 78,250 | $6.89M | 0.15% | +32,542+71.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 77,993 | $6.87M | 2.04% | +1,880+2.5% | Added |
| Tufton Capital Management | 77,795 | $6.85M | 1.48% | +7,279+10.3% | Added |
| Mattern Capital Management, LLC | 77,437 | $6.82M | 1.11% | +2,314+3.1% | Added |
| WealthBridge Investment Counsel Inc. | 77,030 | $6.79M | 2.86% | +3,555+4.8% | Added |
| Cutler Investment Counsel LLC | 75,976 | $6.75M | 1.02% | −232−0.3% | Reduced |
| Alley Investment Management Company, LLC | 76,311 | $6.72M | 1.08% | −106−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 75,924 | $6.72M | 0.09% | +9,564+14.4% | Added |
| Moreno Evelyn V | 75,530 | $6.65M | 1.42% | +240+0.3% | Added |
| Running Oak Capital LLC | 74,818 | $6.59M | 1.61% | +6,749+9.9% | Added |
| Advocate Group LLC | 74,758 | $6.59M | 1.45% | +10,938+17.1% | Added |
| Channing Capital Management, LLC | 74,698 | $6.58M | 0.20% | −13,261−15.1% | Reduced |
| Geneos Wealth Management Inc. | 74,329 | $6.55M | 0.34% | +13,435+22.1% | Added |
| Polaris Wealth Advisory Group, LLC | 73,998 | $6.52M | 0.49% | +73,998 | New |
| Pekin Hardy Strauss, Inc. | 73,951 | $6.52M | 1.02% | −1,620−2.1% | Reduced |
| First Nebraska Trust Co | 73,869 | $6.51M | 0.78% | −45−0.1% | Reduced |
| Trust Co of Vermont | 73,754 | $6.50M | 0.42% | +4,587+6.6% | Added |
| Credit Agricole S A | 73,448 | $6.47M | 0.21% | +47,823+186.6% | Added |
| JGP Wealth Management, LLC | 73,212 | $6.45M | 1.05% | +4,656+6.8% | Added |
| Bayesian Capital Management, LP | 72,878 | $6.42M | 0.69% | +72,878 | New |
| LVM Capital Management Ltd | 72,474 | $6.38M | 0.85% | −160−0.2% | Reduced |
| Point72 Europe (London) LLP | 72,030 | $6.35M | 0.92% | +72,030 | New |
| Aperture Investors, LLC | 71,895 | $6.33M | 0.78% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 71,798 | $6.33M | 0.38% | +414+0.6% | Added |
| JustInvest LLC | 71,710 | $6.32M | 0.19% | +6,648+10.2% | Added |
| American Assets Investment Management, LLC | 71,632 | $6.31M | 0.70% | 00.0% | Unchanged |
| Country Club Bank | 72,623 | $6.30M | 0.50% | −3,670−4.8% | Reduced |
| Martin Capital Partners, LLC | 71,343 | $6.29M | 2.55% | −796−1.1% | Reduced |
| Parcion Private Wealth LLC | 71,222 | $6.27M | 0.63% | +1,385+2.0% | Added |
| Heritage Investors Management Corp | 71,064 | $6.26M | 0.25% | −1,236−1.7% | Reduced |
| Value Partners Investments Inc. | 71,072 | $6.26M | 0.50% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 70,836 | $6.24M | 0.26% | +8,021+12.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 70,466 | $6.21M | 0.15% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 70,463 | $6.21M | 0.11% | −17,185−19.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 70,432 | $6.21M | 2.67% | +800+1.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 70,429 | $6.20M | 0.81% | −173,448−71.1% | Reduced |
| Linscomb & Williams, Inc. | 69,914 | $6.16M | 0.33% | −2,487−3.4% | Reduced |
| Valicenti Advisory Services Inc | 69,304 | $6.11M | 1.94% | +403+0.6% | Added |
| Benedict Financial Advisors Inc | 69,180 | $6.09M | 1.68% | +1,974+2.9% | Added |
| Lido Advisors, LLC | 69,090 | $6.09M | 0.07% | +10,104+17.1% | Added |
| Glenview Trust Co | 68,825 | $6.06M | 0.17% | −1,513−2.2% | Reduced |
| Naples Global Advisors, LLC | 68,118 | $6.05M | 0.71% | +615+0.9% | Added |
| Soltis Investment Advisors LLC | 68,581 | $6.04M | 0.70% | +3,128+4.8% | Added |
| McCollum Christoferson Group LLC | 68,360 | $6.02M | 1.72% | +1,770+2.7% | Added |
| HB Wealth Management, LLC | 68,356 | $6.02M | 0.10% | +1,668+2.5% | Added |
| Acadian Asset Management LLC | 68,369 | $6.02M | 0.02% | −10,850−13.7% | Reduced |
| Sawtooth Solutions, LLC | 68,235 | $6.01M | 0.16% | +3,936+6.1% | Added |
| Mark Stevens | 68,132 | $6.00M | 0.77% | −1,989−2.8% | Reduced |
| AustralianSuper Pty Ltd | 68,109 | $6.00M | 0.04% | −801,050−92.2% | Reduced |
| Cetera Advisors LLC | 67,199 | $5.92M | 0.09% | +603+0.9% | Added |
| Cheviot Value Management, LLC | 66,355 | $5.85M | 1.27% | +4,066+6.5% | Added |
| Ledyard National Bank | 66,001 | $5.81M | 0.63% | −1,763−2.6% | Reduced |
| Addenda Capital Inc. | 65,448 | $5.81M | 0.24% | −240.0% | Reduced |
| Monarch Capital Management Inc | 65,513 | $5.81M | 1.76% | −256−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 65,757 | $5.79M | 0.09% | +125+0.2% | Added |
| JB Capital LLC | 65,412 | $5.76M | 0.49% | +3,259+5.2% | Added |
| Beese Fulmer Investment Management, Inc. | 65,193 | $5.74M | 0.62% | +256+0.4% | Added |
| Toroso Investments, LLC | 65,016 | $5.73M | 0.17% | −8,623−11.7% | Reduced |
| Alerus Financial NA | 64,704 | $5.70M | 0.48% | +175+0.3% | Added |
| Bleakley Financial Group, LLC | 64,649 | $5.70M | 0.18% | +5,163+8.7% | Added |
| New Mexico Educational Retirement Board | 64,587 | $5.69M | 0.25% | +3,100+5.0% | Added |
| Mar Vista Investment Partners LLC | 64,539 | $5.69M | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 64,109 | $5.65M | 0.32% | +6,737+11.7% | Added |
| Inlet Private Wealth, LLC | 63,859 | $5.63M | 1.42% | +1,275+2.0% | Added |
| Colony Group LLC | 63,791 | $5.62M | 0.08% | −1,043−1.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 63,523 | $5.60M | 1.83% | −1,445−2.2% | Reduced |
| Howland Capital Management LLC | 63,389 | $5.58M | 0.32% | −79,208−55.5% | Reduced |
| Financial & Tax Architects, LLC | 63,145 | $5.56M | 1.72% | −210.0% | Reduced |
| Corbyn Investment Management Inc | 63,019 | $5.55M | 2.69% | −8,865−12.3% | Reduced |
| MainStreet Investment Advisors LLC | 62,580 | $5.51M | 0.60% | −1,406−2.2% | Reduced |
| Brookstone Capital Management | 63,311 | $5.44M | 0.11% | +586+0.9% | Added |
| Highland Capital Management, LLC | 61,410 | $5.41M | 0.35% | −1,261−2.0% | Reduced |
| Winton Group Ltd | 61,406 | $5.41M | 0.45% | +61,406 | New |
| Consolidated Investment Group LLC | 61,100 | $5.38M | 0.96% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 61,084 | $5.38M | 0.09% | +10,272+20.2% | Added |
| Ieq Capital, LLC | 61,048 | $5.38M | 0.11% | +5,032+9.0% | Added |
| Somerville Kurt F | 60,932 | $5.37M | 1.02% | +11,095+22.3% | Added |
| Anchor Investment Management, LLC | 60,861 | $5.36M | 0.68% | +4,855+8.7% | Added |
| Toth Financial Advisory Corp | 60,835 | $5.36M | 0.78% | +2,315+4.0% | Added |
| Ironwood Investment Counsel, LLC | 60,564 | $5.34M | 1.20% | +12,107+25.0% | Added |
| Cardinal Capital Management | 59,928 | $5.32M | 1.07% | +1,091+1.9% | Added |
| Stratos Wealth Partners, LTD. | 60,331 | $5.32M | 0.12% | +40,413+202.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 60,260 | $5.31M | 0.11% | −6,133−9.2% | Reduced |
| Camden National Bank | 60,226 | $5.31M | 1.04% | −182−0.3% | Reduced |
| Tower Bridge Advisors | 60,129 | $5.30M | 0.49% | −10,253−14.6% | Reduced |
| Sivik Global Healthcare LLC | 60,000 | $5.29M | 2.11% | −7,500−11.1% | Reduced |
| Prosight Management, LP | 60,000 | $5.29M | 1.55% | +60,000 | New |
| Vance Wealth, Inc. | 59,898 | $5.28M | 2.40% | −2,692−4.3% | Reduced |
| Advisory Services Network, LLC | 59,891 | $5.28M | 0.14% | +142+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 59,621 | $5.25M | 1.50% | +59,621 | New |
| Advanced Asset Management Advisors Inc | 59,100 | $5.21M | 1.21% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 58,861 | $5.19M | 1.32% | +931+1.6% | Added |
| Gotham Asset Management, LLC | 58,180 | $5.13M | 0.11% | −41,041−41.4% | Reduced |
| Metropolitan Life Insurance Co | 57,978 | $5.11M | 0.25% | −1,518−2.6% | Reduced |
| Palisade Asset Management, LLC | 57,727 | $5.09M | 0.59% | +3,119+5.7% | Added |