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; 2,149 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
- 1,980
- −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
- 920 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 13,839 | $1.08M | 0.08% | −169−1.2% | Reduced |
| Bowman & Co S.C. | 13,883 | $1.09M | 0.87% | +810+6.2% | Added |
| Confluence Wealth Services, Inc. | 13,929 | $1.09M | 0.22% | −14−0.1% | Reduced |
| Calamos Wealth Management LLC | 14,007 | $1.10M | 0.08% | +1,896+15.7% | Added |
| Benjamin Edwards Inc | 14,063 | $1.10M | 0.26% | +666+5.0% | Added |
| Capital Investment Advisors, LLC | 14,081 | $1.10M | 0.03% | −1,297−8.4% | Reduced |
| Arnhold LLC | 14,140 | $1.11M | 0.13% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,202 | $1.11M | 0.26% | −1,911−11.9% | Reduced |
| Xcel Wealth Management, LLC | 14,229 | $1.11M | 0.44% | −3,702−20.6% | Reduced |
| Chiron Capital Management, LLC | 14,300 | $1.12M | 0.96% | +9,100+175.0% | Added |
| Pine Valley Investments Ltd Liability Co | 14,281 | $1.12M | 0.11% | +562+4.1% | Added |
| Investors Research Corp | 14,364 | $1.13M | 0.29% | +41+0.3% | Added |
| Beaumont Asset Management, L.L.C. | 14,365 | $1.13M | 0.92% | +554+4.0% | Added |
| Golden State Equity Partners | 14,473 | $1.13M | 0.32% | −3,233−18.3% | Reduced |
| Ballentine Partners, LLC | 14,475 | $1.13M | 0.03% | −353−2.4% | Reduced |
| Buckingham Capital Management, Inc. | 14,566 | $1.14M | 0.17% | +946+6.9% | Added |
| Community Bank of Raymore | 14,585 | $1.14M | 0.53% | −130−0.9% | Reduced |
| Insight Inv LLC | 15,808 | $1.14M | 1.27% | −215−1.3% | Reduced |
| Duff & Phelps Investment Management Co | 14,714 | $1.15M | 0.02% | +157+1.1% | Added |
| Concentric Capital Strategies, LP | 14,717 | $1.15M | 0.13% | +14,717 | New |
| Spire Wealth Management | 14,731 | $1.15M | 0.04% | +611+4.3% | Added |
| HMS Capital Management, LLC | 14,733 | $1.15M | 0.76% | +1,656+12.7% | Added |
| RSM US Wealth Management LLC | 14,616 | $1.16M | 0.04% | +1,815+14.2% | Added |
| Sandy Spring Bank | 14,775 | $1.16M | 0.06% | −3,438−18.9% | Reduced |
| Trust Co of Oklahoma | 14,792 | $1.16M | 0.46% | −208−1.4% | Reduced |
| Riverview Capital Advisers, LLC | 14,858 | $1.16M | 0.52% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,868 | $1.17M | 0.04% | −12,071−44.8% | Reduced |
| Baader Bank INC | 14,900 | $1.17M | 0.11% | +14,900 | New |
| Bellecapital International Ltd. | 14,948 | $1.17M | 0.29% | +45+0.3% | Added |
| Pitcairn Co | 14,960 | $1.17M | 0.10% | +1,874+14.3% | Added |
| Schulhoff & Co Inc | 14,990 | $1.17M | 0.59% | −1,127−7.0% | Reduced |
| Whitener Capital Management, Inc. | 14,990 | $1.17M | 0.47% | +192+1.3% | Added |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.19M | 0.35% | +3,474+29.8% | Added |
| ICW Investment Advisors LLC | 15,143 | $1.19M | 0.64% | +396+2.7% | Added |
| Equitable Holdings, Inc. | 15,172 | $1.19M | 0.02% | +2,277+17.7% | Added |
| Investment House LLC | 15,183 | $1.19M | 0.09% | −132−0.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 14,745 | $1.19M | 0.42% | −2,716−15.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.19M | 1.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,245 | $1.19M | 0.05% | −4,987−24.6% | Reduced |
| Dempze Nancy E | 15,269 | $1.20M | 1.07% | +1,385+10.0% | Added |
| TCM Advisors, LLC | – | $1.20M | 1.07% | – | – |
| Dakota Wealth Management | 15,344 | $1.20M | 0.05% | +1,661+12.1% | Added |
| Qtron Investments LLC | 15,395 | $1.21M | 0.23% | +2,095+15.8% | Added |
| GoalVest Advisory LLC | 15,433 | $1.21M | 0.61% | −164−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 15,810 | $1.21M | 0.06% | +11,664+281.3% | Added |
| Moneta Group Investment Advisors LLC | 15,528 | $1.22M | 0.03% | +791+5.4% | Added |
| Ridgewood Investments LLC | 15,540 | $1.22M | 0.80% | +1,252+8.8% | Added |
| Trust Asset Management LLC | 15,600 | $1.22M | 0.13% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,600 | $1.22M | 0.03% | +1,061+7.3% | Added |
| Essex Financial Services, Inc. | 15,643 | $1.23M | 0.14% | +2,001+14.7% | Added |
| Doliver Advisors, LP | 15,718 | $1.23M | 0.37% | +295+1.9% | Added |
| Wealth Advisory Solutions, LLC | 15,502 | $1.24M | 0.24% | +5,293+51.8% | Added |
| Meeder Advisory Services, Inc. | 15,770 | $1.24M | 0.16% | −2,551−13.9% | Reduced |
| First National Advisers, LLC | 15,844 | $1.24M | 0.55% | +10,435+192.9% | Added |
| McKinley Carter Wealth Services, Inc. | 15,856 | $1.24M | 0.10% | +399+2.6% | Added |
| Principle Wealth Partners LLC | 15,909 | $1.25M | 0.13% | −1,437−8.3% | Reduced |
| IHT Wealth Management, LLC | 15,960 | $1.25M | 0.06% | +3,266+25.7% | Added |
| Apriem Advisors | 16,028 | $1.26M | 0.18% | −77,328−82.8% | Reduced |
| Harrington Investments, INC | 16,073 | $1.26M | 0.87% | −201−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 16,146 | $1.27M | 0.13% | −557−3.3% | Reduced |
| Forum Financial Management, LP | 16,256 | $1.27M | 0.03% | −520−3.1% | Reduced |
| Outfitter Financial LLC | 16,324 | $1.28M | 1.20% | +670+4.3% | Added |
| Westside Investment Management, Inc. | 16,326 | $1.28M | 0.37% | +720+4.6% | Added |
| Integrated Advisors Network LLC | 16,336 | $1.28M | 0.08% | −12,451−43.3% | Reduced |
| C2C Wealth Management, LLC | 16,552 | $1.28M | 0.18% | +800+5.1% | Added |
| Altfest L J & Co Inc | 16,368 | $1.28M | 0.20% | +329+2.1% | Added |
| Founders Financial Securities LLC | 16,546 | $1.30M | 0.17% | −195−1.2% | Reduced |
| Harbor Investment Advisory, LLC | 16,605 | $1.30M | 0.17% | −954−5.4% | Reduced |
| Greenwood Capital Associates LLC | 16,646 | $1.30M | 0.19% | +555+3.4% | Added |
| Legacy Capital Wealth Partners, LLC | 16,697 | $1.31M | 0.36% | +16,697 | New |
| XML Financial, LLC | 16,740 | $1.31M | 0.16% | −577−3.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,752 | $1.31M | 0.03% | +748+4.7% | Added |
| 1st Source Bank | 16,859 | $1.32M | 0.09% | −875−4.9% | Reduced |
| Jacobi Capital Management LLC | 16,879 | $1.32M | 0.15% | −1,462−8.0% | Reduced |
| Beacon Financial Group | 16,235 | $1.32M | 0.19% | −740−4.4% | Reduced |
| Oarsman Capital, Inc. | 17,031 | $1.33M | 0.56% | +1,112+7.0% | Added |
| Canandaigua National Bank & Trust Co | 17,042 | $1.34M | 0.22% | −377−2.2% | Reduced |
| NTV Asset Management LLC | 17,090 | $1.34M | 0.24% | +444+2.7% | Added |
| Voya Financial Advisors, Inc. | 17,116 | $1.35M | 0.17% | +1,678+10.9% | Added |
| SlateStone Wealth, LLC | 17,190 | $1.35M | 0.20% | +13,458+360.6% | Added |
| Procyon Private Wealth Partners, LLC | 17,236 | $1.35M | 0.14% | +1,190+7.4% | Added |
| Dudley Capital Management, LLC | 17,356 | $1.36M | 0.95% | +51+0.3% | Added |
| Three Bridge Wealth Advisors, LLC | 17,262 | $1.36M | 0.57% | +3,202+22.8% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.37M | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,462 | $1.37M | 0.27% | +242+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 17,475 | $1.37M | 0.26% | +15,970+1,061.1% | Added |
| Regatta Capital Group, LLC | 17,563 | $1.38M | 0.44% | +3,894+28.5% | Added |
| Lakeside Advisors, INC. | 17,592 | $1.38M | 1.06% | −95−0.5% | Reduced |
| Wolff Wiese Magana LLC | 17,746 | $1.39M | 1.13% | +1,110+6.7% | Added |
| Lederer & Associates Investment Counsel | 17,760 | $1.39M | 1.11% | +459+2.7% | Added |
| Verdence Capital Advisors LLC | 17,935 | $1.41M | 0.15% | +2,480+16.0% | Added |
| Game Creek Capital, LP | 18,000 | $1.41M | 0.94% | +5,750+46.9% | Added |
| NBT Bank N A | 18,042 | $1.41M | 0.14% | −689−3.7% | Reduced |
| Charter Oak Capital Management, LLC | 18,064 | $1.42M | 0.19% | −61−0.3% | Reduced |
| Creative Financial Designs Inc | 18,073 | $1.42M | 0.17% | +144+0.8% | Added |
| Epiq Partners, LLC | 18,153 | $1.42M | 1.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 18,173 | $1.42M | 0.18% | +3,399+23.0% | Added |
| BlueCrest Capital Management Ltd | 18,223 | $1.43M | 0.22% | +18,223 | New |
| Telemus Capital, LLC | 18,253 | $1.43M | 0.13% | −2,801−13.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 18,267 | $1.43M | 1.22% | +3,914+27.3% | Added |