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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 57,547 | $5.07M | 0.32% | +3,095+5.7% | Added |
| Regions Financial Corp | 57,237 | $5.04M | 0.04% | −1,016−1.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,236 | $5.04M | 1.05% | +150+0.3% | Added |
| Round Hill Asset Management | 56,166 | $4.95M | 3.06% | −1,175−2.0% | Reduced |
| CCLA Investment Management Ltd | 56,064 | $4.94M | 0.09% | +442+0.8% | Added |
| Poehling Capital Management, LLC | 56,035 | $4.94M | 1.67% | −4,526−7.5% | Reduced |
| Assenagon Asset Management S.A. | 55,898 | $4.92M | 0.02% | −250,318−81.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 55,806 | $4.92M | 0.67% | +655+1.2% | Added |
| Kesler, Norman & Wride, LLC | 55,584 | $4.90M | 1.19% | +2,156+4.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 55,579 | $4.90M | 0.24% | 00.0% | Unchanged |
| Argent Trust Co | 55,429 | $4.88M | 0.26% | +14,686+36.0% | Added |
| Valley National Advisers Inc | 55,366 | $4.88M | 0.82% | −381−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55,176 | $4.86M | 0.01% | −2,541−4.4% | Reduced |
| Ally Financial Inc. | 55,000 | $4.85M | 0.68% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 54,802 | $4.83M | 0.23% | +8,924+19.5% | Added |
| Portside Wealth Group, LLC | 54,673 | $4.82M | 0.89% | +54,673 | New |
| Romano Brothers and Company | 53,711 | $4.73M | 0.71% | −400−0.7% | Reduced |
| Metis Global Partners, LLC | 53,633 | $4.73M | 0.25% | −88−0.2% | Reduced |
| Independent Advisor Alliance | 53,619 | $4.72M | 0.21% | −1,120−2.0% | Reduced |
| TrinityPoint Wealth, LLC | 53,461 | $4.71M | 0.92% | +5,068+10.5% | Added |
| Intech Investment Management LLC | 53,020 | $4.67M | 0.05% | +724+1.4% | Added |
| Boston Research & Management Inc | 53,000 | $4.67M | 1.32% | +540+1.0% | Added |
| Kingsview Wealth Management, LLC | 52,962 | $4.67M | 0.18% | −923−1.7% | Reduced |
| Headinvest, LLC | 55,203 | $4.61M | 0.99% | −940−1.7% | Reduced |
| O'Brien Greene & Co. Inc | 52,123 | $4.59M | 1.60% | −1,843−3.4% | Reduced |
| Cornerstone Advisors, LLC | 51,800 | $4.56M | 0.22% | +51,800 | New |
| Compass Wealth Management LLC | 51,604 | $4.55M | 1.37% | +1,611+3.2% | Added |
| Rench Wealth Management, Inc. | 51,485 | $4.54M | 1.99% | +1,098+2.2% | Added |
| Siemens Fonds Invest GmbH | 51,627 | $4.53M | 0.44% | −409−0.8% | Reduced |
| BancorpSouth Bank | 51,324 | $4.52M | 0.39% | +2,797+5.8% | Added |
| Needham Investment Management LLC | 51,041 | $4.50M | 0.74% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 50,918 | $4.49M | 0.05% | +21,217+71.4% | Added |
| MAI Capital Management | 50,578 | $4.46M | 0.07% | −2,601−4.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 50,482 | $4.45M | 0.09% | −568−1.1% | Reduced |
| Goelzer Investment Management, Inc. | 50,107 | $4.41M | 0.37% | −679−1.3% | Reduced |
| Level Four Advisory Services, LLC | 49,816 | $4.39M | 0.26% | +5,857+13.3% | Added |
| Fayez Sarofim & Co | 49,162 | $4.33M | 0.02% | −6,780−12.1% | Reduced |
| Snowden Capital Advisors LLC | 49,133 | $4.33M | 0.15% | +1,939+4.1% | Added |
| Appleton Partners Inc | 49,104 | $4.33M | 0.37% | −6,366−11.5% | Reduced |
| Ancora Advisors, LLC | 49,021 | $4.32M | 0.11% | +586+1.2% | Added |
| Somerset Trust Co | 48,455 | $4.27M | 1.84% | −1,924−3.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 48,039 | $4.26M | 0.27% | −262−0.5% | Reduced |
| Smithbridge Asset Management Inc | 48,355 | $4.26M | 1.00% | +1,112+2.4% | Added |
| Everett Harris & Co | 48,309 | $4.26M | 0.06% | +215+0.4% | Added |
| Beech Hill Advisors, Inc. | 48,072 | $4.24M | 2.06% | +242+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 47,851 | $4.22M | 0.61% | +47,851 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 47,759 | $4.21M | 0.32% | +428+0.9% | Added |
| NS Partners Ltd | 47,677 | $4.20M | 0.22% | −1,100−2.3% | Reduced |
| Azzad Asset Management Inc | 47,532 | $4.19M | 0.56% | +750+1.6% | Added |
| Simplify Asset Management Inc. | 47,519 | $4.19M | 0.76% | +22,796+92.2% | Added |
| Jacobs & Co | 47,367 | $4.17M | 0.50% | +298+0.6% | Added |
| FDx Advisors, Inc. | 47,169 | $4.16M | 0.23% | −52,132−52.5% | Reduced |
| Berger Financial Group, Inc | 47,119 | $4.15M | 0.47% | −74−0.2% | Reduced |
| Hall Private Wealth Advisors | 46,986 | $4.14M | 2.24% | −5,383−10.3% | Reduced |
| Avantax Advisory Services, Inc. | 46,957 | $4.14M | 0.05% | +5,235+12.5% | Added |
| Puzo Michael J | 46,784 | $4.12M | 1.30% | +6,099+15.0% | Added |
| Strategic Wealth Partners, Ltd. | 46,593 | $4.10M | 0.53% | +18,555+66.2% | Added |
| Silicon Valley Capital Partners | 46,524 | $4.10M | 0.76% | +6,920+17.5% | Added |
| First Washington CORP | 46,471 | $4.09M | 1.80% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 46,406 | $4.09M | 1.40% | +23,860+105.8% | Added |
| Richelieu Gestion PLC | 46,174 | $4.07M | 3.39% | +2,731+6.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 46,037 | $4.06M | 2.57% | −7,085−13.3% | Reduced |
| Compagnie Lombard Odier SCmA | 46,032 | $4.06M | 0.11% | −36,500−44.2% | Reduced |
| ExodusPoint Capital Management, LP | 45,921 | $4.05M | 0.05% | −45,420−49.7% | Reduced |
| Argyle Capital Management Inc. | 45,870 | $4.04M | 1.46% | −600−1.3% | Reduced |
| Strategy Asset Managers LLC | 45,618 | $4.02M | 0.89% | +5,786+14.5% | Added |
| Garland Capital Management Inc | 45,450 | $4.00M | 2.69% | +2,375+5.5% | Added |
| CAPROCK Group, Inc. | 44,904 | $3.99M | 0.29% | −212−0.5% | Reduced |
| Andra AP-fonden | 45,229 | $3.98M | 0.10% | −20,800−31.5% | Reduced |
| Consolidated Planning Corp | 44,861 | $3.95M | 0.83% | +879+2.0% | Added |
| UBS Oconnor LLC | 44,796 | $3.95M | 0.08% | +19,796+79.2% | Added |
| Coston, McIsaac & Partners | 44,280 | $3.90M | 1.34% | +2,094+5.0% | Added |
| Chartwell Investment Partners, LLC | 43,866 | $3.86M | 0.14% | +3,629+9.0% | Added |
| Hall Laurie J Trustee | 43,850 | $3.86M | 1.53% | +43,850 | New |
| Roberts Wealth Advisors, LLC | 43,667 | $3.85M | 1.69% | −84−0.2% | Reduced |
| Wintrust Investments LLC | 43,528 | $3.83M | 0.38% | +43,528 | New |
| Butensky & Cohen Financial Security, Inc | 43,209 | $3.81M | 1.37% | −695−1.6% | Reduced |
| DFPG Investments, LLC | 43,984 | $3.79M | 0.34% | +5,253+13.6% | Added |
| Chemung Canal Trust Co | 42,973 | $3.79M | 0.81% | +30,729+251.0% | Added |
| TCTC Holdings, LLC | 42,806 | $3.77M | 0.15% | −2,374−5.3% | Reduced |
| SYSTM Wealth Solutions LLC | 42,739 | $3.77M | 0.51% | +705+1.7% | Added |
| Focus Financial Network, Inc. | 42,346 | $3.76M | 0.21% | +502+1.2% | Added |
| Stokes Capital Advisors, LLC | 42,388 | $3.73M | 1.26% | +564+1.3% | Added |
| Flputnam Investment Management Co | 41,608 | $3.67M | 0.10% | +35,213+550.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 41,436 | $3.65M | 0.14% | +1,507+3.8% | Added |
| Proquility Private Wealth Partners, LLC | 41,412 | $3.65M | 1.43% | +76+0.2% | Added |
| RBA Wealth Management, LLC | 41,411 | $3.65M | 1.70% | +749+1.8% | Added |
| Integrated Wealth Concepts LLC | 41,345 | $3.64M | 0.06% | +6,620+19.1% | Added |
| Courier Capital LLC | 41,285 | $3.64M | 0.29% | +6,801+19.7% | Added |
| Brady Family Wealth, LLC | 41,066 | $3.62M | 1.35% | +1,288+3.2% | Added |
| Alliance Wealth Advisors, LLC | 40,943 | $3.61M | 1.34% | +23,944+140.9% | Added |
| Laffer Tengler Investments | 40,841 | $3.60M | 0.95% | +826+2.1% | Added |
| Nelson Capital Management, LLC | 40,712 | $3.59M | 0.93% | −1,457−3.5% | Reduced |
| Veritable, L.P. | 40,332 | $3.55M | 0.06% | +583+1.5% | Added |
| Zions Bancorporation, N.A. | 40,196 | $3.54M | 0.30% | −550−1.3% | Reduced |
| Kinloch Capital, LLC | 40,175 | $3.54M | 2.11% | −661−1.6% | Reduced |
| Sectoral Asset Management Inc | 40,051 | $3.53M | 0.59% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 39,730 | $3.50M | 0.73% | +5,451+15.9% | Added |
| BTC Capital Management, Inc. | 39,095 | $3.49M | 0.38% | +96+0.2% | Added |
| Advisor Partners II, LLC | 39,497 | $3.48M | 0.16% | +6,566+19.9% | Added |