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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 23,278 | $1.82M | 0.05% | +18,246+362.6% | Added |
| Greenline Partners, LLC | 23,304 | $1.83M | 0.34% | 00.0% | Unchanged |
| Umb Bank N A | 23,405 | $1.83M | 0.03% | −381−1.6% | Reduced |
| Harfst & Associates, Inc. | 23,429 | $1.84M | 0.52% | −14−0.1% | Reduced |
| Global Retirement Partners, LLC | 24,120 | $1.84M | 0.09% | +826+3.5% | Added |
| Valeo Financial Advisors, LLC | 23,604 | $1.85M | 0.08% | +1,278+5.7% | Added |
| Empowered Funds, LLC | 23,689 | $1.86M | 0.05% | +4,926+26.3% | Added |
| Cercano Management LLC | 23,800 | $1.86M | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 23,821 | $1.87M | 0.09% | −425−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 23,851 | $1.87M | 0.32% | +10,560+79.5% | Added |
| Alpha Cubed Investments, LLC | 23,960 | $1.88M | 0.13% | −60,494−71.6% | Reduced |
| Econ Financial Services Corp | 23,974 | $1.88M | 1.37% | −8,002−25.0% | Reduced |
| Spinnaker Trust | 23,984 | $1.88M | 0.14% | −1,842−7.1% | Reduced |
| Boston Family Office LLC | 24,003 | $1.88M | 0.15% | +4,203+21.2% | Added |
| Kidder Stephen W | 24,060 | $1.89M | 0.65% | +5,050+26.6% | Added |
| Citadel Investment Advisory, Inc. | 24,070 | $1.89M | 1.24% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 24,092 | $1.89M | 1.66% | +1,462+6.5% | Added |
| Belpointe Asset Management LLC | 24,170 | $1.89M | 0.20% | +8,167+51.0% | Added |
| Wintrust Investments LLC | 24,172 | $1.89M | 0.20% | −19,356−44.5% | Reduced |
| Desjardins Global Asset Management Inc. | 24,283 | $1.90M | 0.21% | +2,041+9.2% | Added |
| Lloyd Advisory Services, LLC. | 24,284 | $1.90M | 0.63% | +24,284 | New |
| Norden Group LLC | 24,284 | $1.90M | 0.63% | +24,284 | New |
| Creegan & Nassoura Financial Group, LLC | 24,315 | $1.91M | 1.48% | +545+2.3% | Added |
| Banco de Sabadell, S.A | 24,289 | $1.91M | 1.65% | +2,620+12.1% | Added |
| Wetherby Asset Management Inc | 24,375 | $1.91M | 0.11% | −716−2.9% | Reduced |
| Okabena Investment Services Inc | 24,376 | $1.91M | 1.49% | +2,891+13.5% | Added |
| Evexia Wealth LLC | 26,980 | $1.93M | 0.98% | −54,481−66.9% | Reduced |
| Jupiter Asset Management Ltd | 24,652 | $1.93M | 0.02% | −59,303−70.6% | Reduced |
| Cambridge Trust Co | 24,664 | $1.93M | 0.09% | +3,985+19.3% | Added |
| Rodgers Brothers Inc. | 24,754 | $1.94M | 0.33% | +1,189+5.0% | Added |
| Rathbone Brothers plc | 24,924 | $1.95M | 0.01% | +877+3.6% | Added |
| United Fire Group Inc | 25,000 | $1.96M | 3.82% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 25,038 | $1.96M | 0.54% | −3,300−11.6% | Reduced |
| Robinson Value Management, Ltd. | 25,115 | $1.97M | 1.47% | +126+0.5% | Added |
| Regent Peak Wealth Advisors LLC | 25,287 | $1.98M | 0.61% | +370+1.5% | Added |
| IFG Advisory, LLC | 25,496 | $2.00M | 0.17% | +791+3.2% | Added |
| HBW Advisory Services LLC | 25,650 | $2.01M | 0.42% | +12,490+94.9% | Added |
| Caliber Wealth Management, LLC | 25,667 | $2.01M | 1.35% | +2,477+10.7% | Added |
| Saxon Interests, Inc. | 25,667 | $2.01M | 1.35% | +17,671+221.0% | Added |
| Lowe Brockenbrough & Co Inc | 25,491 | $2.02M | 0.16% | −783−3.0% | Reduced |
| Nations Financial Group Inc, | 25,740 | $2.02M | 0.20% | −1,148−4.3% | Reduced |
| Hall Private Wealth Advisors | 25,866 | $2.03M | 1.36% | −21,120−44.9% | Reduced |
| Argent Advisors, Inc. | 25,887 | $2.03M | 0.93% | +1,405+5.7% | Added |
| Miller Investment Management, LP | 26,165 | $2.05M | 0.32% | 00.0% | Unchanged |
| Bank Ozk | 26,166 | $2.05M | 1.13% | −317−1.2% | Reduced |
| Cordatus Wealth Management LLC | 26,182 | $2.05M | 1.87% | −1,228−4.5% | Reduced |
| First Hawaiian Bank | 26,211 | $2.05M | 0.07% | −1,092−4.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 26,218 | $2.05M | 1.81% | +26,218 | New |
| Empire Financial Management Company, LLC | 26,227 | $2.06M | 0.90% | −301−1.1% | Reduced |
| Advisors Management Group Inc | 26,285 | $2.06M | 0.62% | +751+2.9% | Added |
| Shorepoint Capital Partners LLC | 26,329 | $2.06M | 0.61% | +614+2.4% | Added |
| 180 Wealth Advisors, LLC | 26,365 | $2.07M | 0.46% | +2,152+8.9% | Added |
| Concentric Wealth Management, LLC | 26,413 | $2.07M | 0.68% | +115+0.4% | Added |
| Notis-McConarty Edward | 26,426 | $2.07M | 0.84% | +500+1.9% | Added |
| Delta Capital Management LLC | 26,430 | $2.07M | 1.55% | −680−2.5% | Reduced |
| Hodges Capital Management Inc. | 26,617 | $2.09M | 0.25% | +1,583+6.3% | Added |
| Stonegate Investment Group, LLC | 26,645 | $2.09M | 0.08% | −81−0.3% | Reduced |
| Garrett Investment Advisors LLC | 26,681 | $2.09M | 0.28% | +1,232+4.8% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.10M | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 26,790 | $2.10M | 0.16% | +2,118+8.6% | Added |
| Garrison Asset Management, LLC | 26,998 | $2.12M | 1.29% | +45+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 27,030 | $2.12M | 0.15% | +5,646+26.4% | Added |
| CenterStar Asset Management, LLC | 27,064 | $2.12M | 5.73% | +27,064 | New |
| Comerica Securities,inc. | 26,837 | $2.12M | 0.18% | −1,999−6.9% | Reduced |
| Veriti Management LLC | 27,170 | $2.13M | 0.24% | +896+3.4% | Added |
| Fred Alger Management, LLC | 27,259 | $2.14M | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 27,419 | $2.15M | 0.15% | +7,437+37.2% | Added |
| Bremer Bank National Association | 27,555 | $2.16M | 0.43% | +1,074+4.1% | Added |
| Wesbanco Bank Inc | 27,667 | $2.17M | 0.09% | −1,850−6.3% | Reduced |
| Evercore Wealth Management, LLC | 27,728 | $2.17M | 0.04% | −4,442−13.8% | Reduced |
| Versor Investments LP | 27,840 | $2.18M | 0.44% | +16,261+140.4% | Added |
| Mutual Advisors, LLC | 27,856 | $2.18M | 0.09% | −717−2.5% | Reduced |
| SYSTM Wealth Solutions LLC | 27,975 | $2.19M | 0.34% | −14,764−34.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,998 | $2.19M | 0.08% | −3,469−11.0% | Reduced |
| Stone Point Wealth LLC | 28,100 | $2.20M | 0.94% | −1,660−5.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,117 | $2.20M | 1.49% | +462+1.7% | Added |
| Eqis Capital Management, Inc. | 28,120 | $2.20M | 0.27% | −5,980−17.5% | Reduced |
| Cohen Lawrence B | 28,170 | $2.21M | 1.49% | +241+0.9% | Added |
| Oak Associates, Ltd | 28,202 | $2.21M | 0.18% | +381+1.4% | Added |
| Moloney Securities Asset Management, LLC | 28,229 | $2.21M | 0.40% | +104+0.4% | Added |
| FDx Advisors, Inc. | 28,280 | $2.22M | 0.18% | −18,889−40.0% | Reduced |
| Vestcor Inc | 28,359 | $2.22M | 0.08% | −2,978−9.5% | Reduced |
| JNBA Financial Advisors | 28,708 | $2.25M | 0.28% | +110.0% | Added |
| LMR Partners LLP | 28,771 | $2.25M | 0.05% | +28,771 | New |
| Palouse Capital Management, Inc. | 29,126 | $2.28M | 1.69% | −566−1.9% | Reduced |
| Resonant Capital Advisors, LLC | 28,969 | $2.29M | 0.24% | −200−0.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 29,559 | $2.30M | 1.10% | −886−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 29,350 | $2.30M | 0.15% | −6,121−17.3% | Reduced |
| Legacy Advisors, LLC | 29,101 | $2.30M | 0.37% | −356−1.2% | Reduced |
| Moody National Bank Trust Division | 29,391 | $2.30M | 0.15% | +6,962+31.0% | Added |
| Simplify Asset Management Inc. | 29,466 | $2.31M | 0.38% | −18,053−38.0% | Reduced |
| Ami Investment Management Inc | 29,497 | $2.31M | 1.04% | +29,497 | New |
| Cohen Capital Management, Inc. | 29,552 | $2.32M | 0.47% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 29,684 | $2.33M | 0.06% | +29,684 | New |
| Systematic Alpha Investments, LLC | 29,701 | $2.33M | 0.12% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 29,743 | $2.33M | 1.70% | +2,291+8.3% | Added |
| Columbia Asset Management | 29,837 | $2.34M | 0.52% | +35+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 29,988 | $2.35M | 0.29% | +2,224+8.0% | Added |
| Intrepid Family Office LLC | 30,000 | $2.35M | 4.07% | +5,000+20.0% | Added |
| RFG Advisory, LLC | 30,096 | $2.36M | 0.11% | +6,130+25.6% | Added |