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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 88,423 | $6.93M | 0.30% | +563+0.6% | Added |
| Miracle Mile Advisors, LLC | 88,681 | $6.95M | 0.21% | +542+0.6% | Added |
| Wealthfront Advisers LLC | 89,234 | $6.99M | 0.03% | −14,394−13.9% | Reduced |
| Westchester Capital Management, Inc. | 89,388 | $7.00M | 2.01% | +1,089+1.2% | Added |
| Allied Investment Advisors, LLC | 89,584 | $7.02M | 2.10% | +2,067+2.4% | Added |
| Gabelli Funds LLC | 89,590 | $7.02M | 0.06% | −3,950−4.2% | Reduced |
| Pacer Advisors, Inc. | 90,018 | $7.05M | 0.03% | −13,710−13.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 90,458 | $7.09M | 0.11% | +9,202+11.3% | Added |
| Banque Cantonale Vaudoise | 90,472 | $7.09M | 0.35% | −1,497−1.6% | Reduced |
| Baldwin Brothers Inc | 91,290 | $7.15M | 0.62% | −1,780−1.9% | Reduced |
| AE Wealth Management LLC | 91,536 | $7.17M | 0.04% | −10,995−10.7% | Reduced |
| Kanawha Capital Management LLC | 93,638 | $7.34M | 0.71% | +1,612+1.8% | Added |
| Cyrus J. Lawrence, LLC | 94,872 | $7.43M | 2.04% | −80.0% | Reduced |
| KCM Investment Advisors LLC | 94,873 | $7.43M | 0.32% | −4,766−4.8% | Reduced |
| Parthenon LLC | 95,523 | $7.49M | 1.12% | −110−0.1% | Reduced |
| Securian Asset Management, Inc | 95,525 | $7.49M | 0.22% | −12,950−11.9% | Reduced |
| Pinnacle Associates Ltd | 95,738 | $7.50M | 0.14% | +10,666+12.5% | Added |
| GWM Advisors LLC | 96,005 | $7.52M | 0.08% | +4,797+5.3% | Added |
| Sompo Asset Management Co., Ltd. | 96,760 | $7.58M | 1.66% | +96,760 | New |
| Talbot Financial, LLC | 96,779 | $7.58M | 1.32% | +5,399+5.9% | Added |
| D. E. Shaw & Co., Inc. | 97,868 | $7.67M | 0.01% | +6,882+7.6% | Added |
| Hartford Investment Management Co | 98,489 | $7.72M | 0.31% | −2,630−2.6% | Reduced |
| Massmutual Trust Co FSB | 98,576 | $7.72M | 0.29% | −180.0% | Reduced |
| Marco Investment Management LLC | 98,826 | $7.74M | 0.89% | −1,994−2.0% | Reduced |
| Washington Trust Co | 98,926 | $7.75M | 0.34% | +250+0.3% | Added |
| Noesis Capital Mangement Corp | 99,514 | $7.80M | 2.05% | +1,050+1.1% | Added |
| Olstein Capital Management, L.P. | 100,000 | $7.84M | 1.34% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 101,021 | $7.89M | 0.46% | +474+0.5% | Added |
| Marks Group Wealth Management, Inc | 100,992 | $7.91M | 0.98% | +139+0.1% | Added |
| Welch & Forbes LLC | 101,950 | $7.99M | 0.13% | −20,436−16.7% | Reduced |
| Dearborn Partners LLC | 102,108 | $8.00M | 0.31% | +802+0.8% | Added |
| Maryland State Retirement & Pension System | 102,309 | $8.02M | 0.18% | +835+0.8% | Added |
| Walleye Trading LLC | 102,326 | $8.02M | 0.19% | +93,612+1,074.3% | Added |
| Bayesian Capital Management, LP | 102,378 | $8.02M | 0.92% | +29,500+40.5% | Added |
| Morgan Dempsey Capital Management LLC | 102,488 | $8.03M | 2.50% | +42,867+71.9% | Added |
| Regal Investment Advisors LLC | 102,625 | $8.04M | 0.69% | +8,847+9.4% | Added |
| Oregon Public Employees Retirement Fund | 102,920 | $8.06M | 0.11% | −700−0.7% | Reduced |
| TD Private Client Wealth LLC | 103,127 | $8.08M | 0.35% | +1,695+1.7% | Added |
| RPG Investment Advisory, LLC | 103,649 | $8.12M | 1.49% | +1,767+1.7% | Added |
| Element Capital Management LLC | 104,388 | $8.18M | 0.73% | −62,165−37.3% | Reduced |
| Sonora Investment Management Group, LLC | 104,470 | $8.19M | 0.70% | +6,346+6.5% | Added |
| Estabrook Capital Management | 105,202 | $8.24M | 1.45% | −5,213−4.7% | Reduced |
| Intech Investment Management LLC | 105,218 | $8.24M | 0.12% | +52,198+98.4% | Added |
| Synovus Financial Corp | 105,744 | $8.29M | 0.09% | +4,091+4.0% | Added |
| GAM Holding AG | 105,897 | $8.30M | 0.61% | −70.0% | Reduced |
| Kentucky Retirement Systems | 105,995 | $8.31M | 0.29% | −974−0.9% | Reduced |
| Credit Agricole S A | 106,072 | $8.31M | 0.25% | +32,624+44.4% | Added |
| Charter Trust Co | 106,409 | $8.34M | 0.66% | +18,553+21.1% | Added |
| Trillium Asset Management, LLC | 107,770 | $8.44M | 0.25% | −84,464−43.9% | Reduced |
| Sit Investment Associates Inc | 109,075 | $8.55M | 0.23% | −4,800−4.2% | Reduced |
| Isthmus Partners, LLC | 109,104 | $8.55M | 1.23% | +495+0.5% | Added |
| Nicholas Company, Inc. | 109,370 | $8.57M | 0.17% | −507,095−82.3% | Reduced |
| Sio Capital Management, LLC | 110,780 | $8.68M | 2.69% | +110,780 | New |
| Elo Mutual Pension Insurance Co | 111,350 | $8.72M | 0.27% | +1,903+1.7% | Added |
| Hudson Valley Investment Advisors Inc | 111,488 | $8.74M | 1.23% | −793−0.7% | Reduced |
| Gateway Investment Advisers LLC | 112,596 | $8.82M | 0.11% | +2,044+1.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 112,892 | $8.85M | 3.23% | −819−0.7% | Reduced |
| Edge Capital Group, LLC | 113,409 | $8.89M | 0.58% | −20,239−15.1% | Reduced |
| Keybank National Association | 113,536 | $8.90M | 0.04% | −11,671−9.3% | Reduced |
| Daiwa Securities Group Inc. | 113,773 | $8.91M | 0.06% | +6,006+5.6% | Added |
| Wilkins Investment Counsel Inc | 116,075 | $9.10M | 2.46% | +1,900+1.7% | Added |
| Logan Capital Management Inc | 117,103 | $9.18M | 0.47% | −6,091−4.9% | Reduced |
| Telos Capital Management, Inc. | 118,191 | $9.26M | 1.29% | +3,030+2.6% | Added |
| Haverford Financial Services, Inc. | 118,794 | $9.31M | 3.00% | −286−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 119,919 | $9.40M | 0.10% | 00.0% | Unchanged |
| Robeco Schweiz AG | 120,166 | $9.42M | 0.16% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 120,702 | $9.46M | 0.09% | +274+0.2% | Added |
| British Columbia Investment Management Corp | 120,978 | $9.48M | 0.09% | +743+0.6% | Added |
| Cerity Partners LLC | 121,357 | $9.52M | 0.05% | +27,107+28.8% | Added |
| Ethic Inc. | 121,745 | $9.54M | 0.33% | +5,218+4.5% | Added |
| Mercer Global Advisors Inc | 123,149 | $9.65M | 0.04% | −37,849−23.5% | Reduced |
| Private Advisor Group, LLC | 123,363 | $9.66M | 0.09% | +5,105+4.3% | Added |
| Great Lakes Advisors, LLC | 124,181 | $9.73M | 0.09% | −20,735−14.3% | Reduced |
| Trexquant Investment LP | 125,523 | $9.84M | 0.25% | +125,523 | New |
| Cetera Investment Advisers | 125,561 | $9.84M | 0.08% | −7,890−5.9% | Reduced |
| Huntington National Bank | 125,904 | $9.87M | 0.10% | +19,019+17.8% | Added |
| Gulf International Bank (UK) Ltd | 126,025 | $9.88M | 0.28% | −14,483−10.3% | Reduced |
| Hantz Financial Services, Inc. | 126,946 | $9.95M | 0.25% | +474+0.4% | Added |
| King Luther Capital Management Corp | 126,973 | $9.95M | 0.05% | −25,661−16.8% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $9.95M | 0.12% | −30,000−19.1% | Reduced |
| Cullinan Associates Inc | 127,165 | $9.96M | 0.58% | −9,150−6.7% | Reduced |
| Jones Financial Companies LLLP | 127,355 | $9.98M | 0.02% | −1,018−0.8% | Reduced |
| Raymond James Trust N.A. | 127,452 | $9.99M | 0.30% | +9,947+8.5% | Added |
| Nemes Rush Group LLC | 128,727 | $10.1M | 1.83% | +6,516+5.3% | Added |
| Atria Investments LLC | 128,696 | $10.1M | 0.18% | +2,508+2.0% | Added |
| Front Barnett Associates LLC | 130,170 | $10.2M | 1.22% | −2,329−1.8% | Reduced |
| Cutler Investment Counsel LLC | 129,643 | $10.2M | 1.61% | +53,667+70.6% | Added |
| Woodstock Corp | 131,053 | $10.3M | 1.29% | −1,076−0.8% | Reduced |
| Verity & Verity, LLC | 131,082 | $10.3M | 1.29% | +46,387+54.8% | Added |
| Swiss Life Asset Management Ltd | 132,144 | $10.4M | 0.16% | −29,207−18.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 132,479 | $10.4M | 1.02% | −2,955−2.2% | Reduced |
| Richard C. Young & CO., LTD. | 132,622 | $10.4M | 1.48% | +1,348+1.0% | Added |
| Blair William & Co | 133,623 | $10.5M | 0.04% | +29,359+28.2% | Added |
| Tocqueville Asset Management L.P. | 134,286 | $10.5M | 0.20% | +112,827+525.8% | Added |
| Lee Danner & Bass Inc | 135,779 | $10.6M | 0.96% | −975−0.7% | Reduced |
| Wade G W & Inc | 135,889 | $10.6M | 0.40% | +6,819+5.3% | Added |
| Kestra Advisory Services, LLC | 136,007 | $10.7M | 0.10% | +8,352+6.5% | Added |
| Veritas Asset Management LLP | 136,771 | $10.7M | 0.08% | 00.0% | Unchanged |
| Skba Capital Management LLC | 137,134 | $10.7M | 1.98% | +20,030+17.1% | Added |
| Centre Asset Management, LLC | 137,301 | $10.8M | 2.62% | −4,826−3.4% | Reduced |