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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 28,697 | $2.53M | 0.30% | +82+0.3% | Added |
| Hodges Capital Management Inc. | 25,034 | $2.52M | 0.15% | +1,810+7.8% | Added |
| Mutual Advisors, LLC | 28,573 | $2.52M | 0.10% | +548+2.0% | Added |
| Cubic Asset Management, LLC | 28,338 | $2.50M | 0.67% | −50.0% | Reduced |
| Moloney Securities Asset Management, LLC | 28,125 | $2.48M | 0.44% | −255−0.9% | Reduced |
| Cohen Lawrence B | 27,929 | $2.46M | 1.58% | −130−0.5% | Reduced |
| Ostrum Asset Management | 27,855 | $2.45M | 0.21% | −487−1.7% | Reduced |
| Oak Associates, Ltd | 27,821 | $2.45M | 0.20% | −40.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,764 | $2.45M | 0.32% | +8,498+44.1% | Added |
| Slagle Financial, LLC | 27,732 | $2.44M | 1.52% | +27,732 | New |
| Tevis Investment Management | 27,704 | $2.44M | 2.38% | +1,460+5.6% | Added |
| Virginia Wealth Management Group, Inc. | 27,655 | $2.44M | 1.67% | +75+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,366 | $2.43M | 1.21% | −554−2.0% | Reduced |
| Blackhawk Capital Partners LLC. | 27,452 | $2.42M | 1.68% | −24,772−47.4% | Reduced |
| Cordatus Wealth Management LLC | 27,410 | $2.42M | 0.91% | +6,721+32.5% | Added |
| First Hawaiian Bank | 27,303 | $2.41M | 0.08% | −105−0.4% | Reduced |
| Fred Alger Management, LLC | 27,259 | $2.40M | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 27,251 | $2.40M | 0.02% | +3,544+14.9% | Added |
| Endurant Capital Management LP | 27,181 | $2.39M | 3.09% | +27,181 | New |
| Delta Capital Management LLC | 27,110 | $2.39M | 1.64% | −200−0.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 27,493 | $2.38M | 1.26% | +2,233+8.8% | Added |
| Broderick Brian C | 26,986 | $2.38M | 0.63% | +2,858+11.8% | Added |
| Garrison Asset Management, LLC | 26,953 | $2.37M | 1.42% | +506+1.9% | Added |
| Engineers Gate Manager LP | 26,939 | $2.37M | 0.09% | +14,437+115.5% | Added |
| Nations Financial Group Inc, | 26,888 | $2.37M | 0.23% | +1,285+5.0% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.36M | 0.31% | −3,500−11.6% | Reduced |
| Stonegate Investment Group, LLC | 26,726 | $2.35M | 0.08% | +7,931+42.2% | Added |
| Arkadios Wealth Advisors | 26,553 | $2.34M | 0.27% | −562−2.1% | Reduced |
| Empire Financial Management Company, LLC | 26,528 | $2.34M | 0.93% | +1,811+7.3% | Added |
| Verition Fund Management LLC | 26,492 | $2.33M | 0.04% | +3,343+14.4% | Added |
| Bank Ozk | 26,483 | $2.33M | 1.11% | −1,651−5.9% | Reduced |
| Bremer Bank National Association | 26,481 | $2.33M | 0.44% | −4,505−14.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 26,274 | $2.33M | 0.18% | −230−0.9% | Reduced |
| Concentric Wealth Management, LLC | 26,298 | $2.32M | 0.74% | +228+0.9% | Added |
| Veriti Management LLC | 26,274 | $2.31M | 0.26% | +1,054+4.2% | Added |
| Miller Investment Management, LP | 26,165 | $2.31M | 0.35% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 26,081 | $2.30M | 0.10% | +26,081 | New |
| Notis-McConarty Edward | 25,926 | $2.28M | 0.87% | +3,452+15.4% | Added |
| Spinnaker Trust | 25,826 | $2.28M | 0.17% | +3,256+14.4% | Added |
| Bowen Hanes & Co Inc | 25,748 | $2.27M | 0.07% | +10,540+69.3% | Added |
| Shorepoint Capital Partners LLC | 25,715 | $2.27M | 0.64% | −305−1.2% | Reduced |
| Advisors Management Group Inc | 25,534 | $2.25M | 0.67% | +1,870+7.9% | Added |
| Garrett Investment Advisors LLC | 25,449 | $2.24M | 0.32% | +1,512+6.3% | Added |
| Pearl River Capital, LLC | 25,370 | $2.24M | 0.36% | +25,370 | New |
| Ameritas Investment Partners, Inc. | 25,354 | $2.23M | 0.08% | −309−1.2% | Reduced |
| Wetherby Asset Management Inc | 25,091 | $2.21M | 0.12% | −223−0.9% | Reduced |
| United Fire Group Inc | 25,000 | $2.20M | 1.70% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 25,000 | $2.20M | 4.19% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 24,989 | $2.20M | 1.59% | +421+1.7% | Added |
| Regent Peak Wealth Advisors LLC | 24,917 | $2.20M | 0.64% | −1,942−7.2% | Reduced |
| IFG Advisory, LLC | 24,705 | $2.18M | 0.19% | +1,663+7.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 24,700 | $2.18M | 0.13% | +24,700 | New |
| We Are One Seven, LLC | 24,672 | $2.17M | 0.20% | −728−2.9% | Reduced |
| Argent Advisors, Inc. | 24,482 | $2.16M | 0.99% | +1,527+6.7% | Added |
| Ingalls & Snyder LLC | 24,246 | $2.14M | 0.10% | +650+2.8% | Added |
| Cypress Asset Management Inc | 24,096 | $2.12M | 0.68% | −400−1.6% | Reduced |
| Citadel Investment Advisory, Inc. | 24,070 | $2.12M | 1.37% | −425−1.7% | Reduced |
| Rathbone Brothers plc | 24,047 | $2.12M | 0.02% | −1,060−4.2% | Reduced |
| RFG Advisory, LLC | 23,966 | $2.11M | 0.09% | +13,285+124.4% | Added |
| 180 Wealth Advisors, LLC | 24,213 | $2.11M | 0.46% | +1,296+5.7% | Added |
| Tower Research Capital LLC (TRC) | 23,902 | $2.11M | 0.07% | +494+2.1% | Added |
| Citizens National Bank Trust Department | 23,899 | $2.11M | 0.56% | −6,230−20.7% | Reduced |
| Longfellow Investment Management Co LLC | 23,839 | $2.10M | 0.48% | −1,351−5.4% | Reduced |
| Cercano Management LLC | 23,800 | $2.10M | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 23,786 | $2.10M | 0.03% | −2,729−10.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 23,770 | $2.09M | 1.55% | +295+1.3% | Added |
| Rodgers Brothers Inc. | 23,565 | $2.08M | 0.37% | −39−0.2% | Reduced |
| Harfst & Associates, Inc. | 23,443 | $2.07M | 0.55% | +8,138+53.2% | Added |
| Greenline Partners, LLC | 23,304 | $2.05M | 0.38% | −300−1.3% | Reduced |
| Global Retirement Partners, LLC | 23,294 | $2.05M | 0.10% | +2,469+11.9% | Added |
| Simplex Trading, LLC | 23,255 | $2.05M | 0.09% | −40,523−63.5% | Reduced |
| Silvercrest Asset Management Group LLC | 23,224 | $2.05M | 0.01% | +181+0.8% | Added |
| Caliber Wealth Management, LLC | 23,190 | $2.04M | 1.37% | +1,600+7.4% | Added |
| Aaron Wealth Advisors | 23,185 | $2.04M | 0.27% | +145+0.6% | Added |
| Koss-Olinger Consulting, LLC | 23,076 | $2.03M | 0.24% | +267+1.2% | Added |
| Parsons Capital Management Inc | 23,026 | $2.03M | 0.15% | −1,811−7.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,011 | $2.03M | 1.09% | −421−1.8% | Reduced |
| Larson Financial Group LLC | 22,965 | $2.02M | 0.20% | +980+4.5% | Added |
| Machina Capital S.A.S. | 22,955 | $2.02M | 1.15% | +22,955 | New |
| Sumitomo Life Insurance Co | 22,927 | $2.02M | 0.09% | −2,222−8.8% | Reduced |
| Dynamic Advisor Solutions LLC | 22,882 | $2.02M | 0.10% | +3,536+18.3% | Added |
| Diversified Trust Co | 22,812 | $2.01M | 0.07% | +2,090+10.1% | Added |
| Cannell Peter B & Co Inc | 22,800 | $2.01M | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 22,708 | $2.00M | 0.37% | −24−0.1% | Reduced |
| Old North State Wealth Management, LLC | 22,630 | $2.00M | 1.75% | +798+3.7% | Added |
| Newman Dignan & Sheerar, Inc. | 22,521 | $1.98M | 0.61% | +198+0.9% | Added |
| Centiva Capital, LP | 22,472 | $1.98M | 0.10% | +6,808+43.5% | Added |
| Moody National Bank Trust Division | 22,429 | $1.98M | 0.14% | +510+2.3% | Added |
| Sawyer & Company, Inc | 22,363 | $1.97M | 0.90% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 22,334 | $1.97M | 0.26% | −36−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 22,326 | $1.97M | 0.09% | +530+2.4% | Added |
| West Michigan Advisors, LLC | 22,258 | $1.96M | 0.78% | +5,722+34.6% | Added |
| Desjardins Global Asset Management Inc. | 22,242 | $1.96M | 0.23% | +6,713+43.2% | Added |
| Nixon Peabody Trust Co | 22,204 | $1.96M | 1.59% | −4,859−18.0% | Reduced |
| Catalyst Capital Advisors LLC | 22,063 | $1.94M | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22,042 | $1.94M | 0.25% | −524−2.3% | Reduced |
| Shufro Rose & Co LLC | 22,017 | $1.94M | 0.18% | +250+1.1% | Added |
| New England Asset Management Inc | 21,944 | $1.93M | 0.28% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 21,909 | $1.93M | 1.09% | +10,462+91.4% | Added |
| Mach-1 Financial Group, Inc. | 21,746 | $1.92M | 0.77% | +21,459+7,477.0% | Added |