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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 3,071 | $240.6K | 0.03% | +414+15.6% | Added |
| Capital Advisors, Ltd. LLC | 3,070 | $241.0K | 0.04% | −21−0.7% | Reduced |
| PDS Planning, Inc | 3,081 | $241.4K | 0.03% | −405−11.6% | Reduced |
| Good Life Advisors, LLC | 3,092 | $242.3K | 0.03% | +7+0.2% | Added |
| Palumbo Wealth Management LLC | 3,094 | $242.4K | 0.13% | +3,094 | New |
| Apeiron RIA LLC | 3,095 | $242.5K | 0.08% | +289+10.3% | Added |
| S.E.E.D. Planning Group LLC | 3,096 | $242.6K | 0.09% | −4,721−60.4% | Reduced |
| Perritt Capital Management Inc | 3,113 | $243.9K | 0.14% | +253+8.8% | Added |
| Octavia Wealth Advisors, LLC | 3,086 | $243.9K | 0.05% | +274+9.7% | Added |
| Canton Hathaway, LLC | 3,112 | $244.0K | 0.08% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,122 | $244.6K | 0.06% | +254+8.9% | Added |
| Evermay Wealth Management LLC | 3,101 | $244.9K | 0.05% | −50−1.6% | Reduced |
| Summit Investment Advisory Services, LLC | 3,128 | $245.1K | 0.18% | +3,128 | New |
| Insight Folios Inc | 3,133 | $245.5K | 0.12% | −260−7.7% | Reduced |
| Excalibur Management Corp | 3,137 | $245.8K | 0.13% | +64+2.1% | Added |
| First Heartland Consultants, Inc. | 3,136 | $246.0K | 0.03% | −3,322−51.4% | Reduced |
| Zullo Investment Group, Inc. | 3,140 | $246.1K | 0.14% | +74+2.4% | Added |
| Court Place Advisors, LLC | 3,148 | $246.7K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,151 | $246.9K | 0.10% | −1,326−29.6% | Reduced |
| Blossom Wealth Management | 3,163 | $247.9K | 0.79% | +17+0.5% | Added |
| Arthur M. Cohen & Associates, LLC | 3,170 | $248.4K | 0.06% | +120+3.9% | Added |
| E Fund Management Co., Ltd. | 3,183 | $249.0K | 0.02% | −157−4.7% | Reduced |
| Exchange Bank | 3,183 | $249.4K | 0.24% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,188 | $249.8K | 0.08% | +3,188 | New |
| Ambassador Advisors, LLC | 3,468 | $250.0K | 0.06% | +279+8.7% | Added |
| Emfo, LLC | 3,196 | $250.4K | 0.24% | +2,500+359.2% | Added |
| LifePro Asset Management | 3,206 | $251.2K | 0.21% | +87+2.8% | Added |
| Thoroughbred Financial Services, LLC | 3,226 | $252.0K | 0.02% | −1,143−26.2% | Reduced |
| Fortress Wealth Group, LLC | 3,293 | $252.0K | 0.17% | +244+8.0% | Added |
| Quadrant Private Wealth Management, LLC | 3,213 | $254.0K | 0.09% | −105−3.2% | Reduced |
| Magnus Financial Group LLC | 3,241 | $254.0K | 0.04% | −2,610−44.6% | Reduced |
| Power Corp of Canada | 3,258 | $255.3K | 0.02% | −3,258−50.0% | Reduced |
| Warren Averett Asset Management, LLC | 3,274 | $256.6K | 0.01% | +3,274 | New |
| Sage Mountain Advisors LLC | 3,275 | $256.6K | 0.04% | −274−7.7% | Reduced |
| Arden Trust Co | 3,283 | $257.3K | 0.04% | −5−0.2% | Reduced |
| Compass Ion Advisors, LLC | 3,291 | $257.8K | 0.04% | +773+30.7% | Added |
| Fort, L.P. | 3,313 | $259.6K | 0.72% | +47+1.4% | Added |
| Pinnacle Bancorp, Inc. | 3,319 | $260.1K | 0.09% | +100+3.1% | Added |
| Simon Quick Advisors, LLC | 3,326 | $260.7K | 0.02% | +489+17.2% | Added |
| Saiph Capital, LLC | 3,330 | $261.0K | 0.14% | −199−5.6% | Reduced |
| Thrive Wealth Management, LLC | 3,349 | $262.4K | 0.07% | −594−15.1% | Reduced |
| ERTS Wealth Advisors, LLC | 3,355 | $262.9K | 0.06% | +559+20.0% | Added |
| Hillman Capital Management, Inc. | 3,357 | $263.1K | 0.10% | −2,671−44.3% | Reduced |
| Lantz Financial LLC | 3,379 | $264.8K | 0.11% | +335+11.0% | Added |
| Signet Financial Management, LLC | 3,380 | $264.9K | 0.04% | −986−22.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,382 | $265.0K | 0.12% | −10.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,389 | $265.6K | 0.06% | +401+13.4% | Added |
| Delta Financial Group, Inc. | 3,436 | $269.0K | 0.09% | −146−4.1% | Reduced |
| BLB&B Advisors, LLC | 3,475 | $272.3K | 0.02% | −119−3.3% | Reduced |
| MMBG Investment Advisors Co. | 3,480 | $272.7K | 0.03% | +3,480 | New |
| CFO4Life Group, LLC | 3,487 | $273.3K | 0.06% | −84−2.4% | Reduced |
| Guyasuta Investment Advisors Inc | 3,492 | $273.6K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,466 | $274.0K | 0.05% | +65+1.9% | Added |
| First Interstate Bank | 3,498 | $274.1K | 0.02% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,500 | $274.3K | 0.34% | −650−15.7% | Reduced |
| Alta Advisers Ltd | 3,500 | $274.3K | 0.16% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,504 | $274.6K | 0.19% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,510 | $275.0K | 0.14% | +420+13.6% | Added |
| Capital Planning Advisors, LLC | 3,523 | $276.1K | 0.06% | +40+1.1% | Added |
| Aspiriant, LLC | 3,531 | $276.7K | 0.01% | +786+28.6% | Added |
| Modera Wealth Management, LLC | 3,537 | $277.2K | 0.01% | +133+3.9% | Added |
| Journey Advisory Group, LLC | 3,538 | $277.2K | 0.04% | +840+31.1% | Added |
| Red Door Wealth Management, LLC | 3,542 | $277.6K | 0.07% | −5,808−62.1% | Reduced |
| Marex Group plc | 3,543 | $277.6K | 0.04% | +965+37.4% | Added |
| Imprint Wealth LLC | 3,518 | $277.7K | 0.23% | −533−13.2% | Reduced |
| Revisor Wealth Management LLC | 3,556 | $278.6K | 0.24% | +445+14.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,558 | $278.8K | 0.18% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,853 | $278.9K | 0.02% | −951−19.8% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $279.0K | 0.13% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,594 | $282.0K | 0.06% | −6,317−63.7% | Reduced |
| Axq Capital, LP | 3,600 | $282.1K | 0.10% | −2,800−43.8% | Reduced |
| WMS Partners, LLC | 3,606 | $282.6K | 0.02% | −122−3.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 3,606 | $282.6K | 0.06% | +3+0.1% | Added |
| Alpha Family Trust | 3,620 | $283.7K | 0.22% | +300+9.0% | Added |
| Strategic Investment Advisors | 3,633 | $284.7K | 0.05% | +163+4.7% | Added |
| Concord Asset Management, LLC | 3,644 | $285.5K | 0.10% | −264−6.8% | Reduced |
| Summit Financial Strategies, Inc. | 3,648 | $285.8K | 0.05% | +107+3.0% | Added |
| Keudell/Morrison Wealth Management | 3,655 | $286.4K | 0.09% | +49+1.4% | Added |
| David Loasby | 3,773 | $287.8K | 0.03% | +317+9.2% | Added |
| Kingswood Wealth Advisors, LLC | 3,678 | $288.2K | 0.05% | −163−4.2% | Reduced |
| Widmann Financial Services, Inc. | 3,678 | $288.2K | 0.29% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,688 | $289.0K | 0.18% | 00.0% | Unchanged |
| jvl associates llc | 3,701 | $290.0K | 0.15% | −18−0.5% | Reduced |
| Green Harvest Asset Management LLC | 3,730 | $292.3K | 0.01% | +3,730 | New |
| Fidelis Capital Partners, LLC | 3,684 | $292.5K | 0.10% | +884+31.6% | Added |
| Keel Point, LLC | 3,735 | $292.6K | 0.04% | −574−13.3% | Reduced |
| Aries Wealth Management | 4,094 | $293.7K | 0.11% | +30+0.7% | Added |
| Aviance Capital Partners, LLC | 3,750 | $293.9K | 0.07% | 00.0% | Unchanged |
| Studio Investment Management LLC | 3,727 | $294.6K | 0.08% | +2,355+171.6% | Added |
| Mechanics Bank Trust Department | 3,764 | $294.9K | 0.05% | −170−4.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,765 | $295.0K | 0.16% | +286+8.2% | Added |
| Strait & Sound Wealth Management LLC | 3,765 | $295.0K | 0.25% | +3,765 | New |
| Vantage Financial Partners Ltd., Inc. | 3,800 | $297.8K | 0.17% | +250+7.0% | Added |
| Empower Advisory Group, LLC | 3,802 | $297.9K | 0.00% | −309−7.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,813 | $298.8K | 0.02% | +1,305+52.0% | Added |
| Alliance Wealth Advisors, LLC | 3,828 | $300.0K | 0.22% | +41+1.1% | Added |
| NinePointTwo Capital | 3,841 | $300.0K | 0.12% | 00.0% | Unchanged |
| Peoples Bank | 3,836 | $300.6K | 0.20% | −150−3.8% | Reduced |
| Allstate Corp | 3,843 | $301.1K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 3,845 | $301.3K | 0.17% | +440+12.9% | Added |