Medtronic plc

MDT

Exchange: NYSE
Industry: Electromedical & Electrotherapeutic Apparatus
SEC CIK: 0001613103

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in Medtronic plc as of Sep 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: 1,981; −57 vs. Q2 2023
Shares held: 1.09B; +6.09M (+0.6%) vs. Q2 2023
Total value: $85.7B; −$10.0B (−10.5%) vs. Q2 2023
New holders: 116; 921 more added
Sold out: 173; 738 more reduced

26 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,981 institutions

Value heldQ3 2023: $85.7B

Institutions holding MDT and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2023.

Institutions holding MDT in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Column Capital Advisors, LLC	1	$78	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$111	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	7	$549	0.00%	−11−61.1%	Reduced
Lowe Wealth Advisors, LLC	9	$705	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	9	$705	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	9	$706	0.00%	+9	New
Bradley & Co. Private Wealth Management, LLC	10	$784	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	10	$784	0.00%	00.0%	Unchanged
True Wealth Design, LLC	11	$862	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	7	$1.00K	0.00%	+7	New
Briaud Financial Planning, Inc	24	$1.00K	0.00%	+24	New
Authentikos Wealth Advisory, LLC	13	$1.02K	0.00%	+13	New
Country Trust Bank	16	$1.25K	0.00%	00.0%	Unchanged
New Millennium Group LLC	22	$1.74K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	21	$1.85K	0.00%	+21	New
Magnolia Capital Management Ltd	24	$2.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	28	$2.19K	0.00%	−23−45.1%	Reduced
Northwest Capital Management Inc	28	$2.19K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	30	$2.35K	0.00%	+30	New
Spartan Planning & Wealth Management	30	$2.35K	0.00%	+30	New
Rise Advisors, LLC	33	$2.56K	0.00%	+1+3.1%	Added
Robbins Farley LLC	36	$2.82K	0.00%	+36	New
Legacy Financial Group LLC	50	$3.92K	0.00%	+50	New
Thompson Siegel & Walmsley LLC	53	$4.00K	0.00%	−1,870−97.2%	Reduced
Covestor Ltd	66	$5.00K	0.00%	−36−35.3%	Reduced
Spotlight Asset Group, Inc.	65	$5.09K	0.00%	00.0%	Unchanged
Provence Wealth Management Group	68	$5.33K	0.00%	+68	New
Sugarloaf Wealth Management, LLC	71	$5.54K	0.00%	+1+1.4%	Added
Blue Bell Private Wealth Management, LLC	71	$5.56K	0.00%	−50−41.3%	Reduced
Core Wealth Advisors, Inc.	75	$5.88K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	75	$5.88K	0.00%	+75	New
SkyView Investment Advisors, LLC	79	$6.00K	0.00%	−5,110−98.5%	Reduced
Exchange Traded Concepts, LLC	84	$6.58K	0.00%	−31,864−99.7%	Reduced
Intrepid Capital Management Inc	84	$6.58K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	92	$7.00K	0.00%	−50−35.2%	Reduced
C M Bidwell & Associates Ltd	91	$7.13K	0.01%	00.0%	Unchanged
Global Financial Private Client, LLC	92	$7.16K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	92	$7.21K	0.00%	00.0%	Unchanged
Halpern Financial, Inc.	95	$7.44K	0.00%	00.0%	Unchanged
Atticus Wealth Management, LLC	98	$7.68K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	100	$7.84K	0.00%	−209−67.6%	Reduced
AlphaMark Advisors, LLC	100	$8.00K	0.00%	00.0%	Unchanged
Avion Wealth	110	$8.00K	0.00%	+62+129.2%	Added
Flaharty Asset Management, LLC	105	$8.23K	0.00%	+105	New
Oliver Lagore Vanvalin Investment Group	106	$8.31K	0.00%	−2−1.9%	Reduced
PFS Partners, LLC	109	$8.53K	0.01%	+1+0.9%	Added
Investment Research & Advisory Group, Inc.	109	$8.54K	0.00%	00.0%	Unchanged
West Branch Capital LLC	115	$9.01K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	120	$9.40K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	124	$9.72K	0.00%	+1+0.8%	Added
Grayhawk Investment Strategies Inc.	127	$9.95K	0.01%	00.0%	Unchanged
Horizon Bancorp Inc	126	$10.0K	0.01%	00.0%	Unchanged
Stephenson National Bank & Trust	133	$10.4K	0.01%	+133	New
Highline Wealth Partners LLC	137	$10.7K	0.01%	+96+234.1%	Added
Fairfield Financial Advisors, LTD	140	$11.0K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	140	$11.0K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	148	$11.6K	0.01%	+148	New
Barrett & Company, Inc.	149	$11.7K	0.01%	+149	New
Tyler-Stone Wealth Management	148	$12.0K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	154	$12.1K	0.00%	−145−48.5%	Reduced
Richard W. Paul & Associates, LLC	157	$12.3K	0.01%	+11+7.5%	Added
Hollencrest Capital Management	159	$12.5K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	165	$12.9K	0.00%	+20+13.8%	Added
Steward Financial Group LLC	169	$13.0K	0.00%	−71−29.6%	Reduced
Paladin Advisory Group, LLC	170	$13.3K	0.01%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	170	$13.3K	0.01%	−60−26.1%	Reduced
McIlrath & Eck, LLC	183	$14.3K	0.00%	00.0%	Unchanged
Abound Wealth Management	188	$14.7K	0.01%	−72−27.7%	Reduced
Avalon Trust Co	200	$15.7K	0.00%	−200−50.0%	Reduced
Antonetti Capital Management LLC	200	$15.8K	0.02%	00.0%	Unchanged
HBC Financial Services, PLLC	205	$16.0K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	206	$16.1K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	213	$16.7K	0.01%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	215	$16.8K	0.01%	+215	New
Mascoma Wealth Management LLC	220	$17.2K	0.01%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	225	$17.6K	0.01%	+180+400.0%	Added
Fortis Group Advisors, LLC	230	$18.0K	0.01%	+230	New
JCIC Asset Management Inc.	235	$18.4K	0.01%	00.0%	Unchanged
Marquette Asset Management, LLC	244	$19.1K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	253	$19.8K	0.01%	+1+0.4%	Added
Thomas J. Herzfeld Advisors, Inc.	262	$20.5K	0.01%	00.0%	Unchanged
Quarry LP	266	$20.8K	0.01%	+266	New
Kenfarb & Co.	281	$22.0K	0.02%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	284	$22.2K	0.00%	+1+0.4%	Added
Institutional & Family Asset Management, LLC	288	$22.6K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	289	$22.6K	0.02%	00.0%	Unchanged
Raffa Wealth Management, LLC	300	$23.5K	0.01%	00.0%	Unchanged
Knott David M Jr	300	$24.0K	0.01%	00.0%	Unchanged
Red Tortoise LLC	308	$24.1K	0.02%	00.0%	Unchanged
PFG Private Wealth Management, LLC	314	$24.6K	0.02%	−660−67.8%	Reduced
WFA Asset Management Corp	315	$24.7K	0.01%	+15+5.0%	Added
Hartford Financial Management Inc.	315	$24.7K	0.01%	+255+425.0%	Added
Delos Wealth Advisors, LLC	310	$25.3K	0.03%	00.0%	Unchanged
Cornerstone Planning Group LLC	328	$25.7K	0.01%	−192−36.9%	Reduced
Sofos Investments, Inc.	367	$25.7K	0.00%	+279+317.0%	Added
Lee Financial Co	332	$26.3K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	341	$26.7K	0.01%	00.0%	Unchanged
Team Financial Group, LLC	357	$28.2K	0.02%	+357	New
Baystate Wealth Management LLC	369	$29.0K	0.00%	+7+1.9%	Added
Tucker Asset Management LLC	386	$30.2K	0.01%	00.0%	Unchanged