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 |
|---|---|---|---|---|---|
| Silvant Capital Management LLC | 1,932 | $152.7K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,000 | $156.7K | 0.01% | −6,034−75.1% | Reduced |
| Belmont Capital, LLC | 2,000 | $156.7K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,030 | $159.0K | 0.07% | +233+13.0% | Added |
| Loomis Sayles & Co L P | 2,041 | $160.0K | 0.00% | +290+16.6% | Added |
| Washington Trust Advisors, Inc. | 2,102 | $164.7K | 0.02% | +140+7.1% | Added |
| Kelly Lawrence W & Associates Inc | 2,150 | $168.5K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 2,218 | $173.8K | 0.05% | −170−7.1% | Reduced |
| ORG Partners LLC | 2,226 | $174.4K | 0.05% | −5,540−71.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,254 | $176.6K | 0.09% | +5+0.2% | Added |
| Pacifica Partners Inc. | 2,339 | $178.1K | 0.10% | +251+12.0% | Added |
| Carmel Capital Partners, LLC | 2,283 | $178.9K | 0.08% | −12−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 2,292 | $179.6K | 0.04% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,337 | $183.1K | 0.05% | +2,337 | New |
| VisionPoint Advisory Group, LLC | 2,373 | $185.9K | 0.08% | −50−2.1% | Reduced |
| Credential Qtrade Securities Inc. | 2,377 | $186.3K | 0.01% | +2,364+18,184.6% | Added |
| Bank of New Hampshire | 2,397 | $187.8K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,403 | $188.4K | 0.15% | −113−4.5% | Reduced |
| Quent Capital, LLC | 2,469 | $193.4K | 0.03% | +200+8.8% | Added |
| Financial Management Professionals, Inc. | 2,476 | $194.0K | 0.03% | −365−12.8% | Reduced |
| BluePath Capital Management, LLC | 2,480 | $194.3K | 0.18% | +2,480 | New |
| Dakota Community Bank & Trust NA | 2,530 | $198.3K | 1.26% | −33−1.3% | Reduced |
| Mills Wealth Advisors LLC | 2,566 | $201.1K | 0.16% | +138+5.7% | Added |
| Legal Advantage Investments, Inc. | 2,571 | $201.5K | 0.14% | +2,571 | New |
| Northstar Group, Inc. | 2,576 | $201.9K | 0.05% | −33−1.3% | Reduced |
| Capital Investment Counsel, Inc | 2,577 | $201.9K | 0.04% | −150−5.5% | Reduced |
| WealthPLAN Partners, LLC | 2,579 | $202.1K | 0.02% | +185+7.7% | Added |
| Legacy Bridge, LLC | 2,590 | $203.0K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,594 | $203.3K | 0.09% | −731−22.0% | Reduced |
| LPWM LLC | 2,616 | $203.4K | 0.09% | +40+1.6% | Added |
| CWS Financial Advisors, LLC | 2,622 | $205.5K | 0.08% | +276+11.8% | Added |
| Venturi Wealth Management, LLC | 2,635 | $206.5K | 0.02% | +2,291+666.0% | Added |
| Rational Advisors LLC | 2,638 | $206.7K | 0.02% | −1,343−33.7% | Reduced |
| Register Financial Advisors LLC | 2,648 | $207.5K | 0.15% | +2,400+967.7% | Added |
| Douglass Winthrop Advisors, LLC | 2,652 | $207.8K | 0.01% | −187−6.6% | Reduced |
| Stanley-Laman Group, Ltd. | 2,660 | $208.4K | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,665 | $208.8K | 0.05% | +166+6.6% | Added |
| Financial Advisors Network, Inc. | 2,673 | $209.5K | 0.05% | +2,673 | New |
| Drive Wealth Management, LLC | 2,652 | $209.6K | 0.08% | −263−9.0% | Reduced |
| Addison Advisors LLC | 2,680 | $210.0K | 0.10% | +67+2.6% | Added |
| Columbia Trust Co 01012016 | 2,685 | $210.4K | 0.12% | +90+3.5% | Added |
| KG&L Capital Management,LLC | 2,693 | $211.0K | 0.10% | −2,616−49.3% | Reduced |
| BKD Wealth Advisors, LLC | 2,696 | $211.3K | 0.01% | −559−17.2% | Reduced |
| Aaron Wealth Advisors | 2,716 | $212.8K | 0.03% | −20,469−88.3% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $213.0K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 2,727 | $213.0K | 0.02% | −1,736−38.9% | Reduced |
| Northwest Wealth Management, LLC | 2,727 | $213.7K | 0.08% | −2−0.1% | Reduced |
| Patriot Investment Management Inc. | 2,729 | $213.8K | 0.02% | −375−12.1% | Reduced |
| Crane Advisory, LLC | 2,868 | $215.5K | 0.05% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 2,756 | $216.0K | 0.10% | +2,756 | New |
| Wealth Management Associates, Inc. | 2,767 | $216.8K | 0.13% | +19+0.7% | Added |
| Talisman Wealth Advisors LLC | 2,772 | $217.2K | 0.38% | +88+3.3% | Added |
| KLR Investment Advisors, LLC | 2,680 | $217.9K | 0.20% | −1,886−41.3% | Reduced |
| DRW Securities, LLC | 2,785 | $218.0K | 0.02% | +2,785 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,794 | $218.9K | 0.29% | −465−14.3% | Reduced |
| Hexagon Capital Partners LLC | 2,802 | $219.6K | 0.06% | −229−7.6% | Reduced |
| UMA Financial Services, Inc. | 2,926 | $219.8K | 0.06% | −106−3.5% | Reduced |
| United Community Bank | 2,805 | $219.8K | 0.11% | −30−1.1% | Reduced |
| Beaton Management Co. Inc. | 2,807 | $220.0K | 0.14% | +17+0.6% | Added |
| Alterity Financial Group, LLC | 2,812 | $220.3K | 0.35% | +300+11.9% | Added |
| NBW Capital LLC | 2,814 | $220.5K | 0.05% | −353−11.1% | Reduced |
| Innova Wealth Partners | 2,815 | $220.6K | 0.20% | +250+9.7% | Added |
| Cape Investment Advisory, Inc. | 2,828 | $221.6K | 0.13% | +574+25.5% | Added |
| Fortitude Advisory Group L.L.C. | 2,831 | $221.8K | 0.15% | +276+10.8% | Added |
| Prosperity Consulting Group, LLC | 2,834 | $222.1K | 0.10% | +2,834 | New |
| Guardian Wealth Advisors, LLC | 2,842 | $222.7K | 0.17% | −128−4.3% | Reduced |
| Ogorek Anthony Joseph | 2,853 | $223.0K | 0.09% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,859 | $224.1K | 0.03% | +2,859 | New |
| Sage Private Wealth Group, LLC | 2,860 | $224.2K | 0.31% | +29+1.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,861 | $224.2K | 0.18% | −268−8.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,862 | $224.3K | 0.21% | −100−3.4% | Reduced |
| Delta Asset Management LLC | 2,865 | $224.5K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,840 | $224.5K | 0.04% | +343+13.7% | Added |
| American Investment Services, Inc. | 2,868 | $224.7K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,871 | $225.0K | 0.06% | −1,135−28.3% | Reduced |
| Perkins Capital Management Inc | 2,875 | $225.0K | 0.22% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,872 | $225.1K | 0.08% | +2,872 | New |
| Angeles Wealth Management, LLC | 2,888 | $226.3K | 0.03% | +577+25.0% | Added |
| Henry James International Management, Inc. | 2,894 | $226.8K | 0.10% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,900 | $227.2K | 0.00% | +333+13.0% | Added |
| Camden Capital, LLC | 2,904 | $227.5K | 0.03% | +271+10.3% | Added |
| Centurion Wealth Management LLC | 2,907 | $227.8K | 0.11% | +152+5.5% | Added |
| CoreFirst Bank & Trust | 2,922 | $229.0K | 0.16% | −101−3.3% | Reduced |
| Hendley & Co Inc | 2,938 | $230.0K | 0.09% | −375−11.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2,938 | $230.2K | 0.05% | −1,086−27.0% | Reduced |
| Essex Savings Bank | 2,940 | $230.4K | 0.08% | −308−9.5% | Reduced |
| Schmidt P J Investment Management Inc | 3,210 | $232.2K | 0.05% | −720−18.3% | Reduced |
| Old North State Trust, LLC | 2,969 | $233.0K | 0.18% | −287−8.8% | Reduced |
| Edgestream Partners, L.P. | 2,977 | $233.3K | 0.02% | +2,977 | New |
| Mosaic Family Wealth Partners, LLC | 2,978 | $233.4K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,990 | $234.3K | 0.01% | −9,488−76.0% | Reduced |
| KFG Wealth Management, LLC | 3,005 | $235.5K | 0.13% | +160+5.6% | Added |
| Coastal Investment Advisors, Inc. | 2,687 | $236.7K | 0.05% | −360−11.8% | Reduced |
| First National Bank | 3,023 | $236.9K | 0.21% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,024 | $237.0K | 0.09% | +164+5.7% | Added |
| Commonwealth Financial Services, LLC | 3,030 | $237.4K | 0.07% | +3,030 | New |
| Verity Asset Management, Inc. | 3,062 | $239.9K | 0.18% | −1,053−25.6% | Reduced |
| Meeder Asset Management Inc | 3,063 | $240.0K | 0.02% | −18−0.6% | Reduced |
| Inceptionr LLC | 3,070 | $240.6K | 0.14% | +3,070 | New |
| Inspire Advisors, LLC | 3,071 | $240.6K | 0.04% | +488+18.9% | Added |