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 |
|---|---|---|---|---|---|
| Corbyn Investment Management Inc | 62,414 | $4.89M | 2.50% | −605−1.0% | Reduced |
| Colony Group LLC | 62,680 | $4.91M | 0.07% | −1,111−1.7% | Reduced |
| Hedeker Wealth, LLC | 62,692 | $4.91M | 1.71% | +49,159+363.3% | Added |
| Bogart Wealth, LLC | 62,873 | $4.93M | 0.30% | +5,326+9.3% | Added |
| Advisory Services Network, LLC | 62,910 | $4.93M | 0.13% | +3,019+5.0% | Added |
| Ally Financial Inc. | 63,000 | $4.94M | 0.73% | +8,000+14.5% | Added |
| Bleakley Financial Group, LLC | 63,049 | $4.94M | 0.17% | −1,600−2.5% | Reduced |
| Ieq Capital, LLC | 63,088 | $4.94M | 0.10% | +2,040+3.3% | Added |
| Stratos Wealth Partners, LTD. | 63,647 | $4.99M | 0.11% | +3,316+5.5% | Added |
| Park Avenue Securities LLC | 63,877 | $5.00M | 0.08% | +2,793+4.6% | Added |
| Kovitz Investment Group Partners, LLC | 63,952 | $5.01M | 0.09% | −18,295−22.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 64,496 | $5.05M | 0.23% | +9,694+17.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 64,580 | $5.06M | 1.39% | +33,026+104.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 64,776 | $5.08M | 1.69% | +1,253+2.0% | Added |
| Beese Fulmer Investment Management, Inc. | 64,846 | $5.08M | 0.57% | −347−0.5% | Reduced |
| JustInvest LLC | 64,946 | $5.09M | 0.15% | −6,764−9.4% | Reduced |
| Financial & Tax Architects, LLC | 65,340 | $5.12M | 1.59% | +2,195+3.5% | Added |
| Monarch Capital Management Inc | 65,117 | $5.14M | 1.65% | −396−0.6% | Reduced |
| Addenda Capital Inc. | 65,396 | $5.17M | 0.23% | −52−0.1% | Reduced |
| Linscomb & Williams, Inc. | 65,975 | $5.17M | 0.30% | −3,939−5.6% | Reduced |
| Silicon Valley Capital Partners | 66,308 | $5.20M | 0.98% | +19,784+42.5% | Added |
| Sawtooth Solutions, LLC | 66,334 | $5.20M | 0.17% | −1,901−2.8% | Reduced |
| Mark Stevens | 66,414 | $5.20M | 0.70% | −1,718−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 66,640 | $5.22M | 0.09% | −3,823−5.4% | Reduced |
| Valicenti Advisory Services Inc | 66,798 | $5.23M | 1.79% | −2,506−3.6% | Reduced |
| Ledyard National Bank | 66,822 | $5.24M | 0.60% | +821+1.2% | Added |
| Glenview Trust Co | 66,957 | $5.25M | 0.14% | −1,868−2.7% | Reduced |
| Ironwood Investment Counsel, LLC | 67,173 | $5.26M | 1.24% | +6,609+10.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,344 | $5.28M | 0.51% | +67,344 | New |
| Somerville Kurt F | 67,414 | $5.28M | 1.06% | +6,482+10.6% | Added |
| McCollum Christoferson Group LLC | 67,628 | $5.30M | 1.63% | −732−1.1% | Reduced |
| FORA Capital, LLC | 68,482 | $5.37M | 0.47% | +68,482 | New |
| Cheviot Value Management, LLC | 68,595 | $5.38M | 1.19% | +2,240+3.4% | Added |
| Brookstone Capital Management | 74,541 | $5.39M | 0.12% | +11,230+17.7% | Added |
| New Mexico Educational Retirement Board | 69,187 | $5.42M | 0.23% | +4,600+7.1% | Added |
| Benedict Financial Advisors Inc | 69,971 | $5.48M | 1.58% | +791+1.1% | Added |
| General American Investors Co Inc | 70,000 | $5.49M | 0.49% | +70,000 | New |
| Naples Global Advisors, LLC | 69,467 | $5.49M | 0.67% | +1,349+2.0% | Added |
| Heritage Investors Management Corp | 70,431 | $5.52M | 0.23% | −633−0.9% | Reduced |
| Anchor Investment Management, LLC | 70,970 | $5.56M | 0.73% | +10,109+16.6% | Added |
| HB Wealth Management, LLC | 71,036 | $5.57M | 0.09% | +2,680+3.9% | Added |
| Pathstone Family Office, LLC | 70,782 | $5.57M | 0.04% | +35,939+103.1% | Added |
| Value Partners Investments Inc. | 71,333 | $5.59M | 0.46% | +261+0.4% | Added |
| Berkshire Asset Management LLC | 71,433 | $5.60M | 0.35% | −365−0.5% | Reduced |
| Toroso Investments, LLC | 71,489 | $5.60M | 0.17% | +6,473+10.0% | Added |
| Martin Capital Partners, LLC | 71,563 | $5.61M | 2.36% | +220+0.3% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.61M | 0.63% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 71,645 | $5.61M | 0.04% | +3,536+5.2% | Added |
| Prudential PLC | 71,885 | $5.63M | 0.07% | −22,659−24.0% | Reduced |
| Aperture Investors, LLC | 71,895 | $5.63M | 0.90% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 72,078 | $5.65M | 0.73% | +3,497+5.1% | Added |
| LaFleur & Godfrey LLC | 72,244 | $5.66M | 0.91% | −9,606−11.7% | Reduced |
| Financial Partners Group, LLC | 72,487 | $5.68M | 2.73% | +36,073+99.1% | Added |
| Valley National Advisers Inc | 72,760 | $5.70M | 1.00% | +17,394+31.4% | Added |
| Trust Co of Vermont | 73,058 | $5.72M | 0.39% | −696−0.9% | Reduced |
| Moreno Evelyn V | 73,080 | $5.73M | 1.25% | −2,450−3.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 73,251 | $5.74M | 0.91% | −700−0.9% | Reduced |
| Country Club Bank | 73,245 | $5.76M | 0.47% | +622+0.9% | Added |
| First Nebraska Trust Co | 73,894 | $5.79M | 0.72% | +250.0% | Added |
| Murphy Pohlad Asset Management LLC | 73,997 | $5.80M | 2.54% | +3,565+5.1% | Added |
| GTS Securities LLC | 74,053 | $5.80M | 0.12% | +74,053 | New |
| Channing Capital Management, LLC | 74,719 | $5.85M | 0.19% | +210.0% | Added |
| JGP Wealth Management, LLC | 75,086 | $5.88M | 0.99% | +1,874+2.6% | Added |
| TCW Group Inc | 75,556 | $5.92M | 0.07% | −12,695−14.4% | Reduced |
| Running Oak Capital LLC | 75,644 | $5.93M | 1.52% | +826+1.1% | Added |
| Geneos Wealth Management Inc. | 76,665 | $6.01M | 0.31% | +2,336+3.1% | Added |
| WealthBridge Investment Counsel Inc. | 76,970 | $6.03M | 2.63% | −60−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 78,180 | $6.13M | 0.25% | +7,344+10.4% | Added |
| Dividend Assets Capital, LLC | 78,323 | $6.14M | 1.27% | −1,550−1.9% | Reduced |
| Tufton Capital Management | 78,865 | $6.18M | 1.38% | +1,070+1.4% | Added |
| Hikari Power Ltd | 79,060 | $6.20M | 0.61% | 00.0% | Unchanged |
| JB Capital LLC | 79,876 | $6.26M | 0.53% | +14,464+22.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 79,989 | $6.27M | 1.95% | +1,996+2.6% | Added |
| Sivik Global Healthcare LLC | 80,000 | $6.27M | 3.17% | +20,000+33.3% | Added |
| Advocate Group LLC | 80,380 | $6.30M | 1.46% | +5,622+7.5% | Added |
| Brinker Capital Investments, LLC | 80,520 | $6.31M | 0.08% | −4,667−5.5% | Reduced |
| Orion Portfolio Solutions, LLC | 80,520 | $6.31M | 0.08% | −4,667−5.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 80,579 | $6.31M | 0.83% | +10,150+14.4% | Added |
| Cohen Klingenstein LLC | 80,669 | $6.32M | 0.29% | −2,431−2.9% | Reduced |
| Mattern Capital Management, LLC | 82,054 | $6.43M | 1.04% | +4,617+6.0% | Added |
| Achmea Investment Management B.V. | 82,113 | $6.43M | 0.14% | +3,863+4.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 81,544 | $6.45M | 3.39% | +54,178+198.0% | Added |
| Louisiana State Employees Retirement System | 82,500 | $6.46M | 0.15% | +200+0.2% | Added |
| Bailard, Inc. | 82,625 | $6.47M | 0.21% | +136+0.2% | Added |
| Atria Wealth Solutions, Inc. | 82,677 | $6.51M | 0.09% | +6,753+8.9% | Added |
| Community Financial Services Group, LLC | 83,158 | $6.52M | 1.64% | +83,158 | New |
| Tokio Marine Asset Management Co Ltd | 83,379 | $6.53M | 0.41% | −8,749−9.5% | Reduced |
| Kestra Private Wealth Services, LLC | 84,156 | $6.59M | 0.21% | −3,138−3.6% | Reduced |
| American National Bank | 84,564 | $6.63M | 1.13% | +5,010+6.3% | Added |
| Sicart Associates LLC | 84,038 | $6.64M | 2.61% | +348+0.4% | Added |
| United Asset Strategies, Inc. | 85,247 | $6.68M | 0.86% | +2,573+3.1% | Added |
| Greystone Financial Group, LLC | 85,636 | $6.71M | 1.67% | −12,676−12.9% | Reduced |
| Moors & Cabot, Inc. | 85,901 | $6.73M | 0.46% | +1,217+1.4% | Added |
| Steel Peak Wealth Management LLC | 86,058 | $6.80M | 0.43% | +83,358+3,087.3% | Added |
| Prospera Financial Services Inc | 87,011 | $6.82M | 0.26% | −2,850−3.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 87,099 | $6.83M | 1.12% | +471+0.5% | Added |
| Mengis Capital Management, Inc. | 87,215 | $6.83M | 1.42% | +224+0.3% | Added |
| Two Point Capital Management, Inc. | 87,973 | $6.89M | 3.80% | +6,860+8.5% | Added |
| Capital Analysts, LLC | 88,057 | $6.90M | 0.38% | +9,092+11.5% | Added |
| Bank of Nova Scotia Trust Co | 88,262 | $6.92M | 0.82% | −105−0.1% | Reduced |