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
- 2,063
- +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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 39,400 | $3.47M | 0.06% | −3,411−8.0% | Reduced |
| Bridge Creek Capital Management LLC | 39,240 | $3.46M | 1.24% | +240+0.6% | Added |
| SFMG, LLC | 39,208 | $3.45M | 0.36% | +3,152+8.7% | Added |
| Stamos Capital Partners, L.P. | 39,200 | $3.45M | 0.81% | +20,450+109.1% | Added |
| Old Second National Bank of Aurora | 39,173 | $3.45M | 1.00% | −1,183−2.9% | Reduced |
| Keene & Associates, Inc. | 39,094 | $3.44M | 2.68% | −142−0.4% | Reduced |
| Hamel Associates, Inc. | 38,995 | $3.44M | 1.20% | +8,770+29.0% | Added |
| Daymark Wealth Partners, LLC | 38,965 | $3.43M | 0.25% | +173+0.4% | Added |
| Bank of Nova Scotia | 38,786 | $3.42M | 0.01% | −311−0.8% | Reduced |
| First American Bank | 38,571 | $3.40M | 0.29% | +16,321+73.4% | Added |
| Demars Financial Group, LLC | 38,513 | $3.39M | 1.88% | −215−0.6% | Reduced |
| Meritage Portfolio Management | 38,456 | $3.39M | 0.24% | +1,548+4.2% | Added |
| Vinva Investment Management Ltd | 39,039 | $3.39M | 0.30% | −5,568−12.5% | Reduced |
| Oak Asset Management, LLC | 38,115 | $3.36M | 1.39% | −150.0% | Reduced |
| Core Alternative Capital | 38,001 | $3.35M | 0.49% | +1,527+4.2% | Added |
| Gilman Hill Asset Management, LLC | 37,824 | $3.33M | 0.62% | +585+1.6% | Added |
| Financial Advisory Partners, LLC | 37,435 | $3.30M | 1.27% | +2,031+5.7% | Added |
| Transcend Wealth Collective, LLC | 36,631 | $3.23M | 0.31% | −784−2.1% | Reduced |
| Financial Partners Group, LLC | 36,414 | $3.21M | 1.61% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 36,396 | $3.21M | 0.78% | −35,000−49.0% | Reduced |
| National Asset Management, Inc. | 36,087 | $3.20M | 0.07% | +2,443+7.3% | Added |
| LMG Wealth Partners, LLC | 36,292 | $3.20M | 0.98% | +1,609+4.6% | Added |
| Baker Tilly Wealth Management, LLC | 36,212 | $3.19M | 0.33% | +5,011+16.1% | Added |
| Augustine Asset Management Inc | 36,098 | $3.18M | 1.47% | −157−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 35,935 | $3.17M | 0.74% | −675−1.8% | Reduced |
| Intact Investment Management Inc. | 35,800 | $3.15M | 0.13% | −16,800−31.9% | Reduced |
| FAI Wealth Management | 35,795 | $3.15M | 2.82% | +574+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 35,765 | $3.15M | 1.16% | −858−2.3% | Reduced |
| Lake Street Financial LLC | 35,730 | $3.15M | 0.55% | +771+2.2% | Added |
| Pathstone Family Office, LLC | 34,843 | $3.14M | 0.04% | +819+2.4% | Added |
| Farmers National Bank | 35,538 | $3.13M | 1.07% | +2,640+8.0% | Added |
| Gladstone Institutional Advisory LLC | 35,471 | $3.12M | 0.19% | +8,384+31.0% | Added |
| Intrua Financial, LLC | 35,227 | $3.10M | 0.55% | +1,724+5.1% | Added |
| Family Management Corp | 35,173 | $3.10M | 0.68% | −474−1.3% | Reduced |
| Beach Investment Counsel Inc | 34,725 | $3.06M | 0.36% | −1,300−3.6% | Reduced |
| Horizon Investments, LLC | 34,574 | $3.05M | 0.09% | +1,678+5.1% | Added |
| Capital Insight Partners, LLC | 34,565 | $3.05M | 0.68% | −4,036−10.5% | Reduced |
| GHP Investment Advisors, Inc. | 36,326 | $3.03M | 0.18% | +4,825+15.3% | Added |
| Sigma Planning Corp | 34,378 | $3.03M | 0.11% | −3,992−10.4% | Reduced |
| Apollon Wealth Management, LLC | 34,350 | $3.03M | 0.15% | +13,092+61.6% | Added |
| Perkins Coie Trust Co | 34,170 | $3.01M | 0.86% | −422−1.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $3.01M | 1.24% | 00.0% | Unchanged |
| Community Trust & Investment Co | 34,130 | $3.01M | 0.24% | −1,098−3.1% | Reduced |
| Eqis Capital Management, Inc. | 34,100 | $3.00M | 0.34% | −4,195−11.0% | Reduced |
| L2 Asset Management, LLC | 34,064 | $3.00M | 1.47% | +34,064 | New |
| Bard Financial Services, Inc. | 33,845 | $2.98M | 0.23% | +500+1.5% | Added |
| Leelyn Smith, LLC | 33,711 | $2.97M | 0.72% | +1,941+6.1% | Added |
| Fundamentun, LLC | 33,453 | $2.95M | 0.45% | +578+1.8% | Added |
| Strategic Advisors LLC | 33,279 | $2.93M | 0.56% | +353+1.1% | Added |
| Plimoth Trust Co LLC | 33,058 | $2.91M | 0.87% | −403−1.2% | Reduced |
| Twin Capital Management Inc | 32,992 | $2.91M | 0.38% | +11,365+52.6% | Added |
| Peloton Wealth Strategists | 32,900 | $2.90M | 1.28% | 00.0% | Unchanged |
| Savant Capital, LLC | 32,893 | $2.90M | 0.05% | +26,305+399.3% | Added |
| VELA Investment Management, LLC | 32,718 | $2.88M | 1.33% | −3,125−8.7% | Reduced |
| Paradigm Asset Management Co LLC | 32,200 | $2.84M | 0.76% | +13,500+72.2% | Added |
| Evercore Wealth Management, LLC | 32,170 | $2.83M | 0.05% | +654+2.1% | Added |
| Exchange Capital Management, Inc. | 32,131 | $2.83M | 0.53% | +105+0.3% | Added |
| Econ Financial Services Corp | 31,976 | $2.82M | 1.99% | +299+0.9% | Added |
| Exchange Traded Concepts, LLC | 31,948 | $2.81M | 0.07% | +31,871+41,390.9% | Added |
| Clough Capital Partners L P | 31,900 | $2.81M | 0.28% | 00.0% | Unchanged |
| United Services Automobile Association | 31,775 | $2.80M | 0.08% | +725+2.3% | Added |
| Sowell Financial Services LLC | 31,600 | $2.79M | 0.16% | +19,491+161.0% | Added |
| Everence Capital Management Inc | 33,680 | $2.79M | 0.23% | 00.0% | Unchanged |
| Conning Inc. | 31,577 | $2.78M | 0.09% | −3,182−9.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 31,554 | $2.78M | 1.52% | −165−0.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 35,757 | $2.78M | 0.69% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 31,541 | $2.78M | 1.21% | −13,044−29.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,515 | $2.78M | 2.37% | −1,000−3.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 31,467 | $2.77M | 0.10% | +762+2.5% | Added |
| Claret Asset Management Corp | 31,410 | $2.77M | 0.54% | −490−1.5% | Reduced |
| Zurich Insurance Group Ltd | 31,400 | $2.77M | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 31,337 | $2.76M | 0.10% | −84−0.3% | Reduced |
| HM Payson & Co | 30,926 | $2.72M | 0.06% | −3,742−10.8% | Reduced |
| ProVise Management Group, LLC | 30,795 | $2.71M | 0.25% | +7,698+33.3% | Added |
| St Germain D J Co Inc | 30,767 | $2.71M | 0.14% | +30,767 | New |
| NovaPoint Capital, LLC | 30,680 | $2.70M | 1.01% | −370−1.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 30,540 | $2.69M | 2.60% | −565−1.8% | Reduced |
| Northwest Investment Counselors, LLC | 30,528 | $2.69M | 0.72% | +2,404+8.5% | Added |
| Glassy Mountain Advisors, Inc. | 30,445 | $2.68M | 1.19% | +30,445 | New |
| Phoenix Wealth Advisors | 30,389 | $2.68M | 1.56% | −490−1.6% | Reduced |
| Financial Advisory Service, Inc. | 30,365 | $2.68M | 0.34% | +2,109+7.5% | Added |
| Argonautica Private Wealth Management, Inc | 30,338 | $2.67M | 1.20% | +806+2.7% | Added |
| Columbia Asset Management | 29,802 | $2.63M | 0.56% | +6,645+28.7% | Added |
| Stone Point Wealth LLC | 29,760 | $2.62M | 1.09% | +370+1.3% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.62M | 0.13% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 29,692 | $2.62M | 1.83% | −770−2.5% | Reduced |
| Liberty One Investment Management, LLC | 29,677 | $2.61M | 0.34% | +2,028+7.3% | Added |
| Cohen Capital Management, Inc. | 29,552 | $2.60M | 0.51% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 29,517 | $2.60M | 0.11% | +1,194+4.2% | Added |
| LVW Advisors, LLC | 29,465 | $2.60M | 0.52% | −1,110−3.6% | Reduced |
| Legacy Advisors, LLC | 29,457 | $2.60M | 0.39% | −144−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 29,169 | $2.59M | 0.28% | +5,323+22.3% | Added |
| Harrell Investment Partners, LLC | 29,395 | $2.59M | 0.88% | +2,354+8.7% | Added |
| Fulton Bank, N.A. | 29,395 | $2.59M | 0.13% | −936−3.1% | Reduced |
| Freestone Capital Holdings, LLC | 29,256 | $2.58M | 0.10% | −601−2.0% | Reduced |
| Comerica Securities,inc. | 28,836 | $2.56M | 0.18% | +336+1.2% | Added |
| Wedbush Securities Inc | 28,989 | $2.55M | 0.12% | −1,601−5.2% | Reduced |
| Uncommon Cents Investing LLC | 28,897 | $2.55M | 0.90% | −45−0.2% | Reduced |
| Integrated Advisors Network LLC | 28,787 | $2.54M | 0.15% | −32,584−53.1% | Reduced |
| Ossiam | 28,724 | $2.53M | 0.05% | +16,932+143.6% | Added |