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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 30,124 | $2.36M | 0.87% | +1,227+4.2% | Added |
| Paradigm Asset Management Co LLC | 30,300 | $2.37M | 0.67% | −1,900−5.9% | Reduced |
| Wedbush Securities Inc | 30,388 | $2.38M | 0.12% | +1,399+4.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 30,415 | $2.38M | 2.49% | −125−0.4% | Reduced |
| Slagle Financial, LLC | 30,442 | $2.39M | 1.46% | +2,710+9.8% | Added |
| Tevis Investment Management | 30,691 | $2.40M | 2.44% | +2,987+10.8% | Added |
| St Germain D J Co Inc | 30,889 | $2.42M | 0.14% | +122+0.4% | Added |
| Claret Asset Management Corp | 30,931 | $2.42M | 0.48% | −479−1.5% | Reduced |
| Fulton Bank, N.A. | 30,952 | $2.43M | 0.12% | +1,557+5.3% | Added |
| Phoenix Wealth Advisors | 31,192 | $2.44M | 1.44% | +803+2.6% | Added |
| HM Payson & Co | 31,255 | $2.45M | 0.06% | +329+1.1% | Added |
| Financial Advisory Service, Inc. | 31,535 | $2.47M | 0.26% | +1,170+3.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,615 | $2.48M | 2.09% | +100+0.3% | Added |
| Liberty One Investment Management, LLC | 31,754 | $2.49M | 0.36% | +2,077+7.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 31,763 | $2.49M | 1.31% | +4,270+15.5% | Added |
| Clough Capital Partners L P | 31,900 | $2.50M | 0.27% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 31,902 | $2.50M | 2.32% | −14,272−30.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 32,013 | $2.51M | 0.59% | −3,922−10.9% | Reduced |
| Plimoth Trust Co LLC | 32,428 | $2.54M | 0.80% | −630−1.9% | Reduced |
| Bard Financial Services, Inc. | 32,470 | $2.54M | 0.31% | −1,375−4.1% | Reduced |
| NovaPoint Capital, LLC | 32,633 | $2.56M | 1.02% | +1,953+6.4% | Added |
| Investment Management Corp of Ontario | 32,648 | $2.56M | 0.10% | +6,567+25.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,673 | $2.56M | 0.01% | −56,673−63.4% | Reduced |
| Savant Capital, LLC | 33,013 | $2.59M | 0.04% | +120+0.4% | Added |
| Community Trust & Investment Co | 33,294 | $2.61M | 0.22% | −836−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,342 | $2.61M | 0.14% | +22,216+199.7% | Added |
| Intrua Financial, LLC | 33,581 | $2.63M | 0.48% | −1,646−4.7% | Reduced |
| Conning Inc. | 33,618 | $2.63M | 0.10% | +2,041+6.5% | Added |
| Broderick Brian C | 33,633 | $2.64M | 0.73% | +6,647+24.6% | Added |
| Sigma Planning Corp | 33,910 | $2.66M | 0.10% | −468−1.4% | Reduced |
| Vident Advisory, LLC | 33,923 | $2.66M | 0.08% | +33,923 | New |
| Alley Investment Management Company, LLC | 34,032 | $2.67M | 0.45% | −42,279−55.4% | Reduced |
| Northwest Investment Counselors, LLC | 34,033 | $2.67M | 0.74% | +3,505+11.5% | Added |
| Horizon Investments, LLC | 34,116 | $2.67M | 0.08% | −458−1.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.68M | 1.12% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 37 | $2.68M | 1.29% | −34,027−99.9% | Reduced |
| Strategy Asset Managers LLC | 34,225 | $2.68M | 0.70% | −11,393−25.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 34,392 | $2.69M | 1.21% | +4,054+13.4% | Added |
| GHP Investment Advisors, Inc. | 37,592 | $2.71M | 0.16% | +1,266+3.5% | Added |
| Flputnam Investment Management Co | 34,544 | $2.71M | 0.08% | −7,064−17.0% | Reduced |
| TCTC Holdings, LLC | 34,597 | $2.71M | 0.10% | −8,209−19.2% | Reduced |
| Family Management Corp | 34,858 | $2.73M | 0.63% | −315−0.9% | Reduced |
| Exchange Capital Management, Inc. | 34,891 | $2.73M | 0.52% | +2,760+8.6% | Added |
| Beach Investment Counsel Inc | 34,925 | $2.74M | 0.34% | +200+0.6% | Added |
| VELA Investment Management, LLC | 35,274 | $2.76M | 1.21% | +2,556+7.8% | Added |
| United Services Automobile Association | 35,461 | $2.78M | 0.07% | +3,686+11.6% | Added |
| Apollon Wealth Management, LLC | 35,539 | $2.78M | 0.14% | +1,189+3.5% | Added |
| Walter & Keenan Financial Consulting Co | 35,642 | $2.79M | 1.09% | −123−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 35,687 | $2.80M | 0.46% | −525−1.4% | Reduced |
| Intact Investment Management Inc. | 35,800 | $2.81M | 0.12% | 00.0% | Unchanged |
| Fundamentun, LLC | 35,858 | $2.81M | 0.42% | +2,405+7.2% | Added |
| Lake Street Financial LLC | 35,758 | $2.81M | 0.51% | +28+0.1% | Added |
| Pathway Financial Advisers, LLC | 36,159 | $2.83M | 1.17% | +36,159 | New |
| Bank of Nova Scotia | 36,255 | $2.84M | 0.01% | −2,531−6.5% | Reduced |
| Strategic Advisors LLC | 36,280 | $2.84M | 0.56% | +3,001+9.0% | Added |
| BTC Capital Management, Inc. | 36,643 | $2.87M | 0.33% | −2,452−6.3% | Reduced |
| Leelyn Smith, LLC | 36,877 | $2.89M | 0.71% | +3,166+9.4% | Added |
| Perkins Coie Trust Co | 36,909 | $2.89M | 0.82% | +2,739+8.0% | Added |
| Lido Advisors, LLC | 37,334 | $2.93M | 0.03% | −31,756−46.0% | Reduced |
| Hamel Associates, Inc. | 37,445 | $2.93M | 1.07% | −1,550−4.0% | Reduced |
| Twin Capital Management Inc | 37,635 | $2.95M | 0.42% | +4,643+14.1% | Added |
| Financial Advisory Partners, LLC | 37,916 | $2.97M | 1.20% | +481+1.3% | Added |
| Meritage Portfolio Management | 37,936 | $2.97M | 0.22% | −520−1.4% | Reduced |
| Augustine Asset Management Inc | 38,088 | $2.98M | 1.38% | +1,990+5.5% | Added |
| Old Second National Bank of Aurora | 38,234 | $3.00M | 0.91% | −939−2.4% | Reduced |
| Fiduciary Trust Co | 38,471 | $3.01M | 0.06% | −929−2.4% | Reduced |
| Advisor Partners II, LLC | 38,855 | $3.04M | 0.12% | −642−1.6% | Reduced |
| Demars Financial Group, LLC | 38,917 | $3.05M | 1.74% | +404+1.0% | Added |
| Bridge Creek Capital Management LLC | 39,058 | $3.06M | 1.16% | −182−0.5% | Reduced |
| Donaldson Capital Management, LLC | 39,060 | $3.06M | 0.14% | −507,671−92.9% | Reduced |
| First American Bank | 39,173 | $3.07M | 0.28% | +602+1.6% | Added |
| Jacobs & Co | 39,192 | $3.07M | 0.38% | −8,175−17.3% | Reduced |
| Keene & Associates, Inc. | 39,289 | $3.08M | 2.47% | +195+0.5% | Added |
| ProVise Management Group, LLC | 39,291 | $3.08M | 0.29% | +8,496+27.6% | Added |
| Gilman Hill Asset Management, LLC | 39,379 | $3.09M | 0.61% | +1,555+4.1% | Added |
| Vinva Investment Management Ltd | 39,310 | $3.09M | 0.29% | +271+0.7% | Added |
| Nelson Capital Management, LLC | 39,684 | $3.11M | 0.76% | −1,028−2.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 39,720 | $3.11M | 1.28% | −1,692−4.1% | Reduced |
| Core Alternative Capital | 39,875 | $3.12M | 0.48% | +1,874+4.9% | Added |
| NBC Securities, Inc. | 39,918 | $3.13M | 0.34% | +39,918 | New |
| Kinloch Capital, LLC | 40,034 | $3.14M | 1.96% | −141−0.4% | Reduced |
| Sectoral Asset Management Inc | 40,051 | $3.14M | 0.61% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 40,115 | $3.14M | 1.35% | +2,000+5.2% | Added |
| Farmers National Bank | 40,247 | $3.15M | 1.10% | +4,709+13.3% | Added |
| Tower Research Capital LLC (TRC) | 40,476 | $3.17M | 0.10% | +16,574+69.3% | Added |
| Roberts Wealth Advisors, LLC | 44,445 | $3.19M | 1.40% | +778+1.8% | Added |
| Verition Fund Management LLC | 40,766 | $3.19M | 0.04% | +14,274+53.9% | Added |
| Brady Family Wealth, LLC | 40,793 | $3.20M | 1.24% | −273−0.7% | Reduced |
| SG Americas Securities, LLC | 40,817 | $3.20M | 0.04% | −48,889−54.5% | Reduced |
| National Asset Management, Inc. | 40,468 | $3.20M | 0.09% | +4,381+12.1% | Added |
| Chartwell Investment Partners, LLC | 41,048 | $3.22M | 0.12% | −2,818−6.4% | Reduced |
| Courier Capital LLC | 41,473 | $3.25M | 0.27% | +188+0.5% | Added |
| Harrell Investment Partners, LLC | 41,815 | $3.25M | 1.11% | +12,420+42.3% | Added |
| Andra AP-fonden | 41,629 | $3.26M | 0.19% | −3,600−8.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 41,959 | $3.29M | 0.13% | +523+1.3% | Added |
| SFMG, LLC | 42,060 | $3.30M | 0.34% | +2,852+7.3% | Added |
| RBA Wealth Management, LLC | 42,190 | $3.31M | 1.59% | +779+1.9% | Added |
| Asio Capital, LLC | 41,978 | $3.32M | 0.88% | +21,479+104.8% | Added |
| Hanson & Doremus Investment Management | 42,763 | $3.35M | 0.69% | +3,033+7.6% | Added |
| Arkadios Wealth Advisors | 42,781 | $3.35M | 0.32% | +16,228+61.1% | Added |