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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 18,318 | $1.44M | 0.64% | −96−0.5% | Reduced |
| Rehmann Capital Advisory Group | 18,349 | $1.44M | 0.13% | +2,588+16.4% | Added |
| Red Spruce Capital, LLC | 18,369 | $1.44M | 0.82% | −692−3.6% | Reduced |
| Berkeley Capital Partners, LLC | 18,390 | $1.44M | 0.52% | +395+2.2% | Added |
| Legacy Wealth Asset Management, LLC | 18,417 | $1.44M | 0.53% | −2,899−13.6% | Reduced |
| Rockland Trust Co | 18,495 | $1.45M | 0.09% | +2,886+18.5% | Added |
| Ameritas Investment Partners, Inc. | 18,503 | $1.45M | 0.06% | −6,851−27.0% | Reduced |
| New England Research & Management, Inc. | 18,504 | $1.45M | 0.83% | −450−2.4% | Reduced |
| City Holding Co | 18,544 | $1.45M | 0.26% | −2,917−13.6% | Reduced |
| Insight Wealth Strategies, LLC | 18,591 | $1.46M | 0.28% | +1,972+11.9% | Added |
| Evergreen Wealth Management, LLC | 18,655 | $1.46M | 1.16% | +278+1.5% | Added |
| New England Asset Management Inc | 18,800 | $1.47M | 0.24% | −3,144−14.3% | Reduced |
| Fiduciary Group LLC | 18,902 | $1.48M | 0.19% | −538−2.8% | Reduced |
| FRG Family Wealth Advisors LLC | 18,954 | $1.49M | 0.34% | −259−1.3% | Reduced |
| Clearstead Advisors, LLC | 18,955 | $1.49M | 0.09% | −220−1.1% | Reduced |
| Highlander Capital Management, LLC | 19,006 | $1.49M | 0.59% | +2,950+18.4% | Added |
| Cascade Investment Advisors, Inc. | 19,019 | $1.49M | 1.18% | +15+0.1% | Added |
| Allworth Financial LP | 19,019 | $1.49M | 0.01% | −8,232−30.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 19,037 | $1.49M | 0.24% | +1,719+9.9% | Added |
| Diversified Trust Co | 19,051 | $1.49M | 0.06% | −3,761−16.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 19,075 | $1.49M | 0.44% | 00.0% | Unchanged |
| First Bank & Trust | 19,095 | $1.50M | 0.39% | +1,070+5.9% | Added |
| Raleigh Capital Management Inc. | 19,136 | $1.50M | 0.76% | +2,161+12.7% | Added |
| Tradition Wealth Management, LLC | 19,288 | $1.51M | 0.18% | +3,788+24.4% | Added |
| Signet Investment Advisory Group, Inc. | 19,284 | $1.51M | 1.00% | +737+4.0% | Added |
| Northcape Wealth Management, LLC | 19,344 | $1.52M | 0.58% | +10,477+118.2% | Added |
| Western Wealth Management, LLC | 19,439 | $1.52M | 0.13% | +1,392+7.7% | Added |
| Peloton Wealth Strategists | 19,450 | $1.52M | 0.70% | −13,450−40.9% | Reduced |
| Bray Capital Advisors | 19,453 | $1.52M | 0.46% | −425−2.1% | Reduced |
| Benin Management CORP | 19,456 | $1.52M | 0.57% | +75+0.4% | Added |
| Albion Financial Group | 19,497 | $1.53M | 0.14% | +2,279+13.2% | Added |
| Gotham Asset Management, LLC | 19,533 | $1.53M | 0.03% | −38,647−66.4% | Reduced |
| Griffin Asset Management, Inc. | 19,540 | $1.53M | 0.22% | −806−4.0% | Reduced |
| WSFS Capital Management, LLC | 19,608 | $1.54M | 0.10% | +3,752+23.7% | Added |
| AXS Investments LLC | 19,631 | $1.54M | 0.40% | +537+2.8% | Added |
| Delaney Dennis R | 19,675 | $1.54M | 0.99% | +4,300+28.0% | Added |
| Strategic Investment Solutions, Inc. | 18,478 | $1.54M | 0.02% | +18,200+6,546.8% | Added |
| Greenleaf Trust | 19,727 | $1.55M | 0.02% | −1,841−8.5% | Reduced |
| Venture Visionary Partners LLC | 19,766 | $1.55M | 0.09% | −261−1.3% | Reduced |
| MV Capital Management, Inc. | 19,923 | $1.56M | 0.21% | +529+2.7% | Added |
| Equitable Trust Co | 19,933 | $1.56M | 0.13% | −685−3.3% | Reduced |
| Agate Pass Investment Management, LLC | 19,969 | $1.56M | 1.06% | −380−1.9% | Reduced |
| Matrix Trust Co | 20,023 | $1.57M | 0.41% | +226+1.1% | Added |
| LVW Advisors, LLC | 20,058 | $1.57M | 0.34% | −9,407−31.9% | Reduced |
| Sciencast Management LP | 20,122 | $1.58M | 0.72% | +9,364+87.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,208 | $1.58M | 0.71% | +3,939+24.2% | Added |
| Fernwood Investment Management, LLC | 20,246 | $1.59M | 0.57% | +100+0.5% | Added |
| AMG National Trust Bank | 20,280 | $1.59M | 0.06% | +3,228+18.9% | Added |
| Pictet Bank & Trust Ltd | 20,282 | $1.59M | 1.71% | −612−2.9% | Reduced |
| EP Wealth Advisors, LLC | 20,359 | $1.60M | 0.02% | −111,321−84.5% | Reduced |
| Profund Advisors LLC | 20,432 | $1.60M | 0.09% | −90−0.4% | Reduced |
| Money Concepts Capital Corp | 20,435 | $1.60M | 0.17% | +1,430+7.5% | Added |
| Charles Schwab Trust Co | 20,563 | $1.61M | 0.18% | −19−0.1% | Reduced |
| Parallel Advisors, LLC | 20,600 | $1.61M | 0.05% | +404+2.0% | Added |
| Ontario Teachers Pension Plan Board | 20,708 | $1.62M | 0.02% | +12,089+140.3% | Added |
| Stock Yards Bank & Trust Co | 20,763 | $1.63M | 0.06% | +34+0.2% | Added |
| Wahed Invest LLC | 20,861 | $1.63M | 0.53% | +1,877+9.9% | Added |
| Larson Financial Group LLC | 20,956 | $1.64M | 0.16% | −2,009−8.7% | Reduced |
| Autumn Glory Partners, LLC | 20,976 | $1.64M | 1.00% | +313+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 20,986 | $1.64M | 0.02% | −103,794−83.2% | Reduced |
| Bowen Hanes & Co Inc | 20,993 | $1.65M | 0.06% | −4,755−18.5% | Reduced |
| Webster Bank, N. A. | 21,050 | $1.65M | 0.22% | −992−4.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 21,179 | $1.66M | 0.54% | −1,342−6.0% | Reduced |
| Longfellow Investment Management Co LLC | 21,253 | $1.67M | 0.44% | −2,586−10.8% | Reduced |
| Comgest Global Investors S.A.S. | 21,300 | $1.67M | 0.03% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 21,326 | $1.67M | 0.45% | +625+3.0% | Added |
| HBK Sorce Advisory LLC | 21,331 | $1.67M | 0.07% | +45+0.2% | Added |
| Acadian Asset Management LLC | 21,370 | $1.67M | 0.01% | −46,999−68.7% | Reduced |
| Parsons Capital Management Inc | 21,395 | $1.68M | 0.13% | −1,631−7.1% | Reduced |
| Connolly Sarah T. | 21,514 | $1.69M | 1.11% | −100.0% | Reduced |
| Two Sigma Securities, LLC | 21,570 | $1.69M | 0.08% | +12,917+149.3% | Added |
| Axxcess Wealth Management, LLC | 21,652 | $1.70M | 0.06% | +8,361+62.9% | Added |
| Tealwood Asset Management Inc | 21,654 | $1.70M | 0.87% | +95+0.4% | Added |
| SevenBridge Financial Group, LLC | 21,781 | $1.71M | 0.44% | +500+2.3% | Added |
| FAI Wealth Management | 21,831 | $1.71M | 2.63% | −13,964−39.0% | Reduced |
| Garda Capital Partners LP | 21,850 | $1.71M | 1.09% | +21,850 | New |
| Shufro Rose & Co LLC | 21,950 | $1.72M | 0.16% | −67−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 22,043 | $1.73M | 0.09% | +6,597+42.7% | Added |
| Catalyst Capital Advisors LLC | 22,063 | $1.73M | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 21,917 | $1.73M | 0.13% | +1,543+7.6% | Added |
| PFG Investments, LLC | 22,139 | $1.73M | 0.33% | +1,326+6.4% | Added |
| Wambolt & Associates, LLC | 22,319 | $1.74M | 0.63% | +3,452+18.3% | Added |
| Sawyer & Company, Inc | 22,273 | $1.75M | 0.81% | −90−0.4% | Reduced |
| Mattern Wealth Management LLC | 22,302 | $1.75M | 0.51% | +818+3.8% | Added |
| Citizens National Bank Trust Department | 22,381 | $1.75M | 0.48% | −1,518−6.4% | Reduced |
| Peak Asset Management, LLC | 22,445 | $1.76M | 0.42% | +22,445 | New |
| Bristlecone Advisors, LLC | 22,481 | $1.76M | 0.20% | +981+4.6% | Added |
| Cary Street Partners Asset Management LLC | 22,497 | $1.76M | 0.33% | −211−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 20,125 | $1.77M | 0.04% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 22,632 | $1.77M | 0.05% | −295−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 22,666 | $1.78M | 0.08% | −216−0.9% | Reduced |
| Cannell Peter B & Co Inc | 22,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 22,816 | $1.79M | 0.64% | +2,181+10.6% | Added |
| West Michigan Advisors, LLC | 22,832 | $1.79M | 0.96% | +574+2.6% | Added |
| Valtinson Bruner Financial Planning LLC | 23,014 | $1.80M | 0.99% | +30.0% | Added |
| Silvercrest Asset Management Group LLC | 23,124 | $1.81M | 0.01% | −100−0.4% | Reduced |
| Nixon Peabody Trust Co | 23,154 | $1.81M | 1.52% | +950+4.3% | Added |
| Hengehold Capital Management LLC | 23,166 | $1.82M | 0.24% | +832+3.7% | Added |
| Cypress Asset Management Inc | 23,179 | $1.82M | 0.61% | −917−3.8% | Reduced |
| Koss-Olinger Consulting, LLC | 23,268 | $1.82M | 0.27% | +192+0.8% | Added |