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; 2,150 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
- 1,981
- −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
- 921 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Horrell Capital Management, Inc. | 400 | $31.0K | 0.01% | −220−35.5% | Reduced |
| CKW Financial Group | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $31.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $31.3K | 0.01% | +400 | New |
| Pin Oak Investment Advisors Inc | 399 | $32.0K | 0.04% | −110−21.6% | Reduced |
| Thompson Investment Management, Inc. | 425 | $33.3K | 0.01% | −31−6.8% | Reduced |
| Norwood Financial Corp | 425 | $33.3K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8,207 | $34.5K | 0.01% | −1,216−12.9% | Reduced |
| Certified Advisory Corp | 9,849 | $35.7K | 0.01% | +9,581+3,575.0% | Added |
| GW&K Investment Management, LLC | 471 | $37.0K | 0.00% | +62+15.2% | Added |
| CGC Financial Services, LLC | 474 | $37.1K | 0.03% | 00.0% | Unchanged |
| Castleark Management LLC | 480 | $37.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 488 | $38.0K | 0.00% | −73−13.0% | Reduced |
| SJS Investment Consulting Inc. | 485 | $38.0K | 0.01% | +238+96.4% | Added |
| PEAK6 Investments LLC | 487 | $38.2K | 0.00% | +487 | New |
| Dougherty Wealth Advisers LLC | 500 | $39.2K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 488 | $43.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 567 | $44.4K | 0.04% | −224−28.3% | Reduced |
| First Financial Corp | 567 | $44.4K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 575 | $45.1K | 0.00% | +575 | New |
| Clear Investment Research, LLC | 600 | $47.0K | 0.08% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 624 | $48.9K | 0.02% | +23+3.8% | Added |
| Resources Management Corp | 627 | $49.0K | 0.01% | −310−33.1% | Reduced |
| Artemis Wealth Advisors, LLC | 640 | $50.1K | 0.01% | −3−0.5% | Reduced |
| First Community Trust NA | 647 | $50.7K | 0.06% | −75−10.4% | Reduced |
| Earnest Partners LLC | 657 | $51.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 664 | $52.0K | 0.03% | +126+23.4% | Added |
| TSFG, LLC | 673 | $53.0K | 0.02% | +5+0.7% | Added |
| Union Savings Bank | 677 | $53.0K | 0.03% | −329−32.7% | Reduced |
| Baker Avenue Asset Management, LP | 691 | $54.1K | 0.00% | +296+74.9% | Added |
| America First Investment Advisors, LLC | 695 | $54.5K | 0.02% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 696 | $54.5K | 0.04% | +696 | New |
| Western Pacific Wealth Management, LP | 707 | $55.4K | 0.05% | −160−18.5% | Reduced |
| SRS Capital Advisors, Inc. | 731 | $57.3K | 0.01% | −51−6.5% | Reduced |
| Front Row Advisors LLC | 757 | $60.1K | 0.03% | −388−33.9% | Reduced |
| Piscataqua Savings Bank | 775 | $60.7K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $60.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 804 | $62.5K | 0.02% | −79−8.9% | Reduced |
| Kozak & Associates, Inc. | 823 | $62.6K | 0.02% | +30+3.8% | Added |
| Kelly Financial Services LLC | 808 | $63.3K | 0.03% | −28−3.3% | Reduced |
| Bell Investment Advisors, Inc | 809 | $63.4K | 0.01% | −153−15.9% | Reduced |
| Motco | 844 | $66.1K | 0.00% | +90+11.9% | Added |
| Ramirez Asset Management, Inc. | 850 | $66.6K | 0.01% | +850 | New |
| Colonial Trust Advisors | 865 | $67.8K | 0.01% | +1+0.1% | Added |
| Hoey Investments, Inc | 895 | $70.1K | 0.02% | −258−22.4% | Reduced |
| JFS Wealth Advisors, LLC | 918 | $71.9K | 0.01% | +49+5.6% | Added |
| Hazlett, Burt & Watson, Inc. | 941 | $74.0K | 0.06% | +51+5.7% | Added |
| Optimum Investment Advisors | 951 | $74.5K | 0.04% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 972 | $76.2K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 991 | $77.7K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 992 | $77.7K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,004 | $78.6K | 0.03% | +153+18.0% | Added |
| MCF Advisors LLC | 1,054 | $82.8K | 0.01% | +51+5.1% | Added |
| Sound Income Strategies, LLC | 1,073 | $84.1K | 0.01% | −164−13.3% | Reduced |
| S.A. Mason LLC | 1,080 | $84.6K | 0.06% | −132−10.9% | Reduced |
| Arrow Financial Corp | 1,082 | $84.8K | 0.01% | −265−19.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,088 | $85.3K | 0.03% | +133+13.9% | Added |
| Rock Creek Group, LP | 1,094 | $85.7K | 0.01% | +427+64.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,091 | $86.2K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,125 | $88.2K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,135 | $88.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,170 | $91.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,173 | $91.9K | 0.05% | +68+6.2% | Added |
| Trust Co | 1,212 | $95.0K | 0.02% | −283−18.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,231 | $96.5K | 0.01% | +52+4.4% | Added |
| Impact Partnership Wealth, LLC | 1,245 | $97.6K | 0.03% | +980+369.8% | Added |
| Natixis Investment Managers International | 1,266 | $99.2K | 0.01% | −83−6.2% | Reduced |
| WR Wealth Planners, LLC | 1,326 | $103.9K | 0.04% | −11−0.8% | Reduced |
| Dunhill Financial, LLC | 1,366 | $104.0K | 0.07% | +46+3.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,326 | $104.8K | 0.06% | +1,326 | New |
| Atlantic Trust, LLC | 1,351 | $105.9K | 0.03% | −1,000−42.5% | Reduced |
| Oakworth Capital, Inc. | 1,355 | $106.2K | 0.01% | −487−26.4% | Reduced |
| Hillsdale Investment Management Inc. | 1,361 | $106.6K | 0.01% | +710+109.1% | Added |
| Operose Advisors LLC | 1,375 | $107.7K | 0.04% | +1,375 | New |
| Live Oak Investment Partners | – | $113.5K | 0.10% | – | – |
| New England Capital Financial Advisors LLC | 1,464 | $114.7K | 0.08% | +2+0.1% | Added |
| Front Street Capital Management, Inc. | 1,490 | $117.0K | 0.03% | +1,490 | New |
| Sunbelt Securities, Inc. | 1,503 | $117.8K | 0.02% | +86+6.1% | Added |
| Eagle Bay Advisors LLC | 1,519 | $119.0K | 0.06% | +43+2.9% | Added |
| HighMark Wealth Management LLC | 1,520 | $119.1K | 0.10% | +12+0.8% | Added |
| Asset Dedication, LLC | 1,539 | $120.0K | 0.01% | −90−5.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,676 | $120.8K | 0.00% | −400−19.3% | Reduced |
| Independence Bank of Kentucky | 1,568 | $122.9K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 1,576 | $123.5K | 0.11% | 00.0% | Unchanged |
| TFC Financial Management | 1,583 | $124.0K | 0.03% | +289+22.3% | Added |
| Aspire Private Capital, LLC | 1,590 | $124.6K | 0.04% | +288+22.1% | Added |
| Byrne Asset Management LLC | – | $125.0K | 0.10% | – | – |
| Focused Wealth Management, Inc | 1,658 | $129.9K | 0.02% | −67−3.9% | Reduced |
| South State Corp. | 1,663 | $130.3K | 0.01% | −613−26.9% | Reduced |
| Salem Investment Counselors Inc | 1,648 | $130.3K | 0.00% | −30−1.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,669 | $131.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,725 | $135.2K | 0.03% | −110−6.0% | Reduced |
| Tompkins Financial Corp | 1,739 | $136.3K | 0.02% | −145−7.7% | Reduced |
| Bessemer Securities LLC | 1,764 | $138.0K | 0.19% | −2,850−61.8% | Reduced |
| Smithfield Trust Co | 1,780 | $138.0K | 0.01% | −246−12.1% | Reduced |
| Cohen & Steers, Inc. | 1,792 | $140.0K | 0.00% | −1,470−45.1% | Reduced |
| Armstrong Advisory Group, Inc | 1,810 | $141.8K | 0.02% | −123−6.4% | Reduced |
| First Command Advisory Services, Inc. | 1,815 | $142.2K | 0.00% | +1,815 | New |
| Global Trust Asset Management, LLC | 1,824 | $142.9K | 0.07% | +58+3.3% | Added |