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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.

Institutional holdersQ3 2023: 1,980 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ3 2023: $85.7B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2023.

Institutions holding MDT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First National Trust Co137,971$10.8M0.52%−800−0.6%Reduced
First National Bank of Omaha138,214$10.8M0.70%−9,481−6.4%Reduced
Graham Capital Management, L.P.138,551$10.9M0.33%+138,551New
Mizuho Markets Americas LLC138,750$10.9M0.41%+138,750New
Rafferty Asset Management, LLC138,898$10.9M0.06%+10,202+7.9%Added
Varma Mutual Pension Insurance Co140,000$11.0M0.13%00.0%Unchanged
Northwestern Mutual Wealth Management Co140,104$11.0M0.01%+15,168+12.1%Added
Bourgeon Capital Management LLC140,646$11.0M2.59%−1,507−1.1%Reduced
FourThought Financial Partners, LLC142,407$11.2M1.56%+4,010+2.9%Added
Public Sector Pension Investment Board142,590$11.2M0.08%+15,194+11.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd143,367$11.2M0.17%+7,046+5.2%Added
Farmers & Merchants Investments Inc144,646$11.3M0.45%−70.0%Reduced
Hikari Tsushin, Inc.144,952$11.4M1.10%00.0%Unchanged
Steward Partners Investment Advisory, LLC146,142$11.5M0.18%+3,107+2.2%Added
Associated Banc-Corp146,615$11.5M0.44%+30,080+25.8%Added
Auxier Asset Management147,242$11.5M1.97%−125−0.1%Reduced
Dorsey & Whitney Trust CO LLC147,423$11.6M1.01%−1,276−0.9%Reduced
Beacon Pointe Advisors, LLC148,810$11.7M0.15%+83,053+126.3%Added
First Horizon Advisors, Inc.149,045$11.7M0.42%+7,556+5.3%Added
Prosight Management, LP150,000$11.8M3.72%+90,000+150.0%Added
Busey Wealth Management151,097$11.8M0.51%+1,705+1.1%Added
Sirios Capital Management L P151,173$11.8M2.24%−10,313−6.4%Reduced
Stonebridge Capital Advisors LLC152,841$12.0M1.32%+31,281+25.7%Added
CIBC World Markets Corp153,472$12.0M0.12%−502,456−76.6%Reduced
Miramar Capital, LLC154,039$12.1M3.28%−3,648−2.3%Reduced
Jane Street Group, LLC154,798$12.1M0.02%−365,827−70.3%Reduced
Nissay Asset Management Corp156,005$12.2M0.11%+4,351+2.9%Added
Advisors Asset Management, Inc.157,170$12.3M0.27%−10,038−6.0%Reduced
D.A. Davidson & Co.158,496$12.4M0.13%+6,930+4.6%Added
F&V Capital Management, LLC162,820$12.8M4.37%−735−0.4%Reduced
Biechele Royce Advisors163,005$12.8M4.71%+8,876+5.8%Added
Xponance, Inc.164,251$12.9M0.18%+4,848+3.0%Added
ExodusPoint Capital Management, LP164,638$12.9M0.17%+118,717+258.5%Added
Nichols & Pratt Advisers LLP166,851$13.0M0.99%+205+0.1%Added
Matrix Asset Advisors Inc167,441$13.1M1.87%+9,797+6.2%Added
Prospector Partners LLC167,480$13.1M1.83%+500+0.3%Added
Foyston, Gordon, & Payne Inc172,051$13.5M3.68%−13,638−7.3%Reduced
Armstrong Henry H Associates Inc172,273$13.5M1.54%−5,229−2.9%Reduced
Commerce Bank173,311$13.6M0.11%+923+0.5%Added
Hemenway Trust Co LLC174,248$13.7M1.43%+8,069+4.9%Added
Meiji Yasuda Asset Management Co Ltd.175,460$13.7M0.64%+5,220+3.1%Added
Grimes & Company, Inc.177,826$13.9M0.54%+4,375+2.5%Added
Captrust Financial Advisors177,927$13.9M0.05%+16,191+10.0%Added
Osher Van de Voorde Investment Management178,145$14.0M3.50%+5,810+3.4%Added
Wallington Asset Management, LLC178,294$14.0M2.54%+733+0.4%Added
Glenview Capital Management, LLC179,928$14.1M0.38%+179,928New
S&CO Inc180,417$14.1M1.16%−2,555−1.4%Reduced
Bokf, NA201,549$14.2M0.31%−6,900−3.3%Reduced
Envestnet Portfolio Solutions, Inc.182,756$14.3M0.07%+182,756New
Hancock Whitney Corp184,783$14.5M0.60%−3,561−1.9%Reduced
Cambridge Investment Research Advisors, Inc.184,839$14.5M0.07%−1,543−0.8%Reduced
Central Securities Corp185,000$14.5M1.77%00.0%Unchanged
Mutual of America Capital Management LLC186,682$14.6M0.18%−5,086−2.7%Reduced
Stack Financial Management, Inc187,193$14.7M1.71%+76,129+68.5%Added
Smith, Salley & Associates187,276$14.7M1.09%+6,486+3.6%Added
Janney Capital Management LLC187,515$14.7M1.13%+2,799+1.5%Added
Deroy & Devereaux Private Investment Counsel Inc189,012$14.8M1.08%−2,404−1.3%Reduced
Exencial Wealth Advisors, LLC191,540$15.0M0.73%+253+0.1%Added
QRG Capital Management, Inc.192,391$15.1M0.26%+192,391New
Nexus Investment Management ULC193,889$15.2M1.71%−4,600−2.3%Reduced
New York Life Investment Management LLC194,023$15.2M0.16%+2,106+1.1%Added
Clarkston Capital Partners, LLC196,573$15.4M0.30%+710+0.4%Added
Cardinal Capital Management, Inc.198,506$15.6M0.81%+4,316+2.2%Added
DDD Partners, LLC218,370$15.6M2.25%−4,029−1.8%Reduced
Managed Asset Portfolios, LLC199,743$15.7M2.40%+1,959+1.0%Added
Klingenstein Fields & Co LP200,273$15.7M0.77%+624+0.3%Added
Stephens Inc200,729$15.7M0.30%+9,009+4.7%Added
Cresset Asset Management, LLC199,616$15.8M0.11%−21,894−9.9%Reduced
Public Employees Retirement Association of Colorado202,510$15.9M0.08%−10,546−4.9%Reduced
Crossmark Global Holdings, Inc.209,194$15.9M0.36%+1,522+0.7%Added
Franklin Street Advisors Inc205,564$16.1M1.43%+8,509+4.3%Added
Confluence Investment Management LLC206,364$16.2M0.25%+2,081+1.0%Added
Financial Counselors Inc208,166$16.3M0.33%−3,581−1.7%Reduced
Meyer Handelman Co209,548$16.4M0.66%−1000.0%Reduced
Boothbay Fund Management, LLC211,064$16.5M0.58%+132,759+169.5%Added
KLCM Advisors, Inc.211,873$16.6M3.12%−180.0%Reduced
CORDA Investment Management, LLC.212,366$16.6M1.51%+7,779+3.8%Added
Man Group plc–$16.7M0.05%––
Edentree Asset Management Ltd214,984$16.8M6.60%+21,900+11.3%Added
Oppenheimer & Co Inc215,748$16.9M0.35%−21,656−9.1%Reduced
Prio Wealth Limited Partnership217,254$17.0M0.65%+58,852+37.2%Added
State of Alaska, Department of Revenue218,340$17.1M0.22%−6,300−2.8%Reduced
Reynders McVeigh Capital Management, LLC221,885$17.4M1.19%+22,105+11.1%Added
Grandfield & Dodd, LLC222,963$17.5M1.28%+535+0.2%Added
Illinois Municipal Retirement Fund223,224$17.5M0.33%+103,835+87.0%Added
Macquarie Group Ltd223,417$17.5M0.02%−19,447−8.0%Reduced
Boston Private Wealth LLC225,287$17.7M0.39%−18,801−7.7%Reduced
Boston Trust Walden Corp226,432$17.7M0.15%−11,230−4.7%Reduced
Creative Planning226,966$17.8M0.02%+82,413+57.0%Added
Cantor Fitzgerald, L. P.227,114$17.8M0.48%−16,798−6.9%Reduced
Hardman Johnston Global Advisors LLC227,473$17.8M0.60%−4,740−2.0%Reduced
LGT Group Foundation230,387$17.9M0.44%+3,294+1.5%Added
Utah Retirement Systems229,060$17.9M0.26%+1,100+0.5%Added
Brown Brothers Harriman & Co229,712$18.0M0.16%+36,092+18.6%Added
Badgley Phelps Wealth Managers, LLC230,258$18.0M0.61%+5,686+2.5%Added
Motley Fool Asset Management LLC230,644$18.1M1.45%+112,010+94.4%Added
Czech National Bank232,658$18.2M0.29%+75,163+47.7%Added
Assetmark, Inc235,670$18.5M0.07%+9,623+4.3%Added
Financial Perspectives, Inc241,014$18.9M8.64%+10,306+4.5%Added
Kiltearn Partners LLP241,100$18.9M1.49%−8,400−3.4%Reduced