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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 42,848 | $3.36M | 0.23% | +3,883+10.0% | Added |
| Freestone Capital Holdings, LLC | 42,986 | $3.37M | 0.18% | +13,730+46.9% | Added |
| Stokes Capital Advisors, LLC | 43,537 | $3.41M | 1.19% | +1,149+2.7% | Added |
| Semmax Financial Advisors Inc. | 47,375 | $3.41M | 1.37% | +47,375 | New |
| Anchor Capital Advisors LLC | 43,598 | $3.42M | 0.10% | −67,341−60.7% | Reduced |
| DF Dent & Co Inc | 43,709 | $3.43M | 0.05% | +39,771+1,009.9% | Added |
| Focus Financial Network, Inc. | 43,379 | $3.43M | 0.19% | +1,033+2.4% | Added |
| Wolverine Trading, LLC | 43,839 | $3.44M | 0.03% | +40,796+1,340.7% | Added |
| Berger Financial Group, Inc | 44,039 | $3.45M | 0.40% | −3,080−6.5% | Reduced |
| Alliance Wealth Advisors, LLC | 44,627 | $3.50M | 1.30% | +3,684+9.0% | Added |
| Hall Laurie J Trustee | 44,840 | $3.51M | 1.50% | +990+2.3% | Added |
| Ossiam | 45,760 | $3.59M | 0.06% | +17,036+59.3% | Added |
| Compagnie Lombard Odier SCmA | 45,813 | $3.59M | 0.08% | −219−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 45,849 | $3.59M | 0.06% | +4,504+10.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 45,639 | $3.61M | 0.24% | −2,400−5.0% | Reduced |
| Garland Capital Management Inc | 46,160 | $3.62M | 2.55% | +710+1.6% | Added |
| Butensky & Cohen Financial Security, Inc | 46,395 | $3.64M | 1.32% | +3,186+7.4% | Added |
| Quantinno Capital Management LP | 46,581 | $3.65M | 0.17% | −17,528−27.3% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 46,597 | $3.65M | 2.45% | +560+1.2% | Added |
| NS Partners Ltd | 46,836 | $3.67M | 0.20% | −841−1.8% | Reduced |
| Consolidated Planning Corp | 46,967 | $3.68M | 0.82% | +2,106+4.7% | Added |
| Puzo Michael J | 47,139 | $3.69M | 1.25% | +355+0.8% | Added |
| DFPG Investments, LLC | 52,903 | $3.71M | 0.34% | +8,919+20.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,324 | $3.71M | 0.29% | −435−0.9% | Reduced |
| Argyle Capital Management Inc. | 47,370 | $3.71M | 1.36% | +1,500+3.3% | Added |
| Stamos Capital Partners, L.P. | 47,730 | $3.74M | 0.83% | +8,530+21.8% | Added |
| Somerset Trust Co | 47,825 | $3.75M | 1.71% | −630−1.3% | Reduced |
| First Washington CORP | 47,899 | $3.75M | 1.52% | +1,428+3.1% | Added |
| Snowden Capital Advisors LLC | 47,907 | $3.75M | 0.16% | −1,226−2.5% | Reduced |
| Azzad Asset Management Inc | 48,041 | $3.76M | 0.53% | +509+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 48,076 | $3.77M | 0.50% | +1,483+3.2% | Added |
| Appleton Partners Inc | 48,134 | $3.77M | 0.34% | −970−2.0% | Reduced |
| Beech Hill Advisors, Inc. | 48,170 | $3.77M | 1.90% | +98+0.2% | Added |
| LVM Capital Management Ltd | 48,214 | $3.78M | 0.53% | −24,260−33.5% | Reduced |
| MAI Capital Management | 48,297 | $3.78M | 0.06% | −2,281−4.5% | Reduced |
| Goelzer Investment Management, Inc. | 48,567 | $3.81M | 0.27% | −1,540−3.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 48,627 | $3.81M | 0.57% | +776+1.6% | Added |
| Coston, McIsaac & Partners | 48,751 | $3.82M | 1.45% | +4,471+10.1% | Added |
| Zions Bancorporation, N.A. | 48,790 | $3.82M | 0.34% | +8,594+21.4% | Added |
| Ancora Advisors, LLC | 49,025 | $3.84M | 0.10% | +40.0% | Added |
| Fayez Sarofim & Co | 49,162 | $3.85M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 49,243 | $3.89M | 0.29% | +4,339+9.7% | Added |
| Smithbridge Asset Management Inc | 49,883 | $3.91M | 0.97% | +1,528+3.2% | Added |
| Everett Harris & Co | 50,424 | $3.95M | 0.06% | +2,115+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 50,482 | $3.96M | 0.09% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 50,491 | $3.96M | 0.41% | −20,731−29.1% | Reduced |
| Siemens Fonds Invest GmbH | 50,609 | $3.97M | 0.40% | −1,018−2.0% | Reduced |
| Chemung Canal Trust Co | 50,922 | $3.99M | 0.92% | +7,949+18.5% | Added |
| Needham Investment Management LLC | 51,041 | $4.00M | 0.68% | 00.0% | Unchanged |
| CCLA Investment Management Ltd | 58,899 | $4.02M | 0.08% | +2,835+5.1% | Added |
| Rench Wealth Management, Inc. | 51,501 | $4.04M | 1.85% | +160.0% | Added |
| Norinchukin Bank, The | 51,527 | $4.04M | 0.09% | −58,618−53.2% | Reduced |
| O'Brien Greene & Co. Inc | 51,617 | $4.04M | 1.48% | −506−1.0% | Reduced |
| Romano Brothers and Company | 51,673 | $4.05M | 0.63% | −2,038−3.8% | Reduced |
| BancorpSouth Bank | 51,898 | $4.07M | 0.36% | +574+1.1% | Added |
| Boston Research & Management Inc | 53,515 | $4.19M | 1.24% | +515+1.0% | Added |
| Azimuth Capital Investment Management LLC | 53,677 | $4.21M | 0.21% | +33,647+168.0% | Added |
| TrinityPoint Wealth, LLC | 53,740 | $4.21M | 0.84% | +279+0.5% | Added |
| Compass Wealth Management LLC | 54,001 | $4.23M | 1.33% | +2,397+4.6% | Added |
| Argent Trust Co | 54,047 | $4.24M | 0.23% | −1,382−2.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54,239 | $4.25M | 0.01% | −937−1.7% | Reduced |
| Richard Bernstein Advisors LLC | 54,859 | $4.30M | 0.10% | −51,286−48.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 54,901 | $4.30M | 0.70% | −905−1.6% | Reduced |
| Headinvest, LLC | 55,335 | $4.30M | 0.93% | +132+0.2% | Added |
| Round Hill Asset Management | 54,986 | $4.31M | 2.83% | −1,180−2.1% | Reduced |
| Metropolitan Life Insurance Co | 55,075 | $4.32M | 0.22% | −2,903−5.0% | Reduced |
| Walleye Capital LLC | 55,474 | $4.35M | 0.06% | +55,474 | New |
| Providence Capital Advisors, LLC | 55,500 | $4.35M | 1.14% | +55,500 | New |
| Everence Capital Management Inc | 55,610 | $4.36M | 0.34% | +21,930+65.1% | Added |
| Cetera Advisors LLC | 56,106 | $4.40M | 0.07% | −11,093−16.5% | Reduced |
| Kingsview Wealth Management, LLC | 56,135 | $4.40M | 0.16% | +3,173+6.0% | Added |
| Assenagon Asset Management S.A. | 56,420 | $4.42M | 0.02% | +522+0.9% | Added |
| Independent Advisor Alliance | 56,443 | $4.42M | 0.20% | +2,824+5.3% | Added |
| Regions Financial Corp | 56,606 | $4.44M | 0.04% | −631−1.1% | Reduced |
| Vance Wealth, Inc. | 56,945 | $4.46M | 2.09% | −2,953−4.9% | Reduced |
| Cornerstone Advisors, LLC | 57,000 | $4.47M | 0.21% | +5,200+10.0% | Added |
| Oxbow Advisors, LLC | 57,119 | $4.48M | 0.70% | +57,119 | New |
| Poehling Capital Management, LLC | 57,137 | $4.48M | 1.57% | +1,102+2.0% | Added |
| Avantax Advisory Services, Inc. | 57,274 | $4.49M | 0.05% | +10,317+22.0% | Added |
| Portside Wealth Group, LLC | 57,316 | $4.49M | 0.85% | +2,643+4.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,536 | $4.51M | 0.97% | +300+0.5% | Added |
| Toth Financial Advisory Corp | 57,724 | $4.52M | 0.69% | −3,111−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 58,266 | $4.57M | 0.45% | +21,635+59.1% | Added |
| Kesler, Norman & Wride, LLC | 58,289 | $4.57M | 1.15% | +2,705+4.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 58,410 | $4.58M | 0.21% | +2,831+5.1% | Added |
| Palisade Asset Management, LLC | 58,455 | $4.58M | 0.56% | +728+1.3% | Added |
| Perennial Advisors, LLC | 58,757 | $4.60M | 1.24% | −104−0.2% | Reduced |
| Advanced Asset Management Advisors Inc | 59,100 | $4.63M | 1.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 59,590 | $4.67M | 0.30% | +9,774+19.6% | Added |
| UBS Oconnor LLC | 59,796 | $4.69M | 0.08% | +15,000+33.5% | Added |
| Tower Bridge Advisors | 60,076 | $4.71M | 0.44% | −53−0.1% | Reduced |
| Alerus Financial NA | 60,338 | $4.73M | 0.42% | −4,366−6.7% | Reduced |
| Camden National Bank | 60,429 | $4.74M | 0.97% | +203+0.3% | Added |
| Laffer Tengler Investments | 60,795 | $4.76M | 1.40% | +19,954+48.9% | Added |
| MainStreet Investment Advisors LLC | 60,846 | $4.77M | 0.56% | −1,734−2.8% | Reduced |
| Consolidated Investment Group LLC | 61,100 | $4.79M | 0.93% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 61,267 | $4.80M | 0.23% | +7,634+14.2% | Added |
| HRT Financial LP | 61,574 | $4.82M | 0.05% | −49,312−44.5% | Reduced |
| Cardinal Capital Management | 61,550 | $4.86M | 0.99% | +1,622+2.7% | Added |
| Inlet Private Wealth, LLC | 62,284 | $4.88M | 1.60% | −1,575−2.5% | Reduced |