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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 3,849 | $301.6K | 0.12% | +748+24.1% | Added |
| WoodTrust Financial Corp | 3,850 | $302.0K | 0.06% | +3,850 | New |
| DGS Capital Management, LLC | 3,862 | $302.6K | 0.15% | +477+14.1% | Added |
| Precision Wealth Strategies, LLC | 3,866 | $302.9K | 0.33% | +3,866 | New |
| BOS Asset Management, LLC | 3,890 | $304.8K | 0.22% | −428−9.9% | Reduced |
| Arcataur Capital Management LLC | 3,897 | $305.4K | 0.13% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,914 | $306.7K | 0.05% | +730+22.9% | Added |
| Advisory Research Inc | 3,923 | $307.4K | 0.04% | +192+5.1% | Added |
| Platte River Wealth Advisors, LLC | 3,951 | $309.6K | 0.11% | +86+2.2% | Added |
| MBA Advisors LLC | 3,967 | $310.9K | 0.19% | +500+14.4% | Added |
| Jeppson Wealth Management, LLC | 3,970 | $311.1K | 0.14% | +110+2.8% | Added |
| Royal Capital Wealth Management, LLC | 3,972 | $311.2K | 0.30% | −21−0.5% | Reduced |
| Cable Hill Partners, LLC | 3,983 | $312.1K | 0.04% | +25+0.6% | Added |
| 9258 Wealth Management, LLC | 3,985 | $312.3K | 0.06% | +20+0.5% | Added |
| AlphaCentric Advisors LLC | 4,000 | $313.4K | 0.18% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $313.4K | 0.07% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 4,014 | $314.5K | 0.23% | +208+5.5% | Added |
| Meridian Wealth Management, LLC | 4,021 | $315.1K | 0.02% | +601+17.6% | Added |
| Resurgent Financial Advisors LLC | 4,023 | $315.2K | 0.22% | +348+9.5% | Added |
| Gratus Capital LLC | 4,037 | $316.4K | 0.02% | +324+8.7% | Added |
| Wrapmanager Inc | 4,038 | $316.4K | 0.10% | +186+4.8% | Added |
| Riverbridge Partners LLC | 4,051 | $317.4K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,053 | $317.6K | 0.05% | +728+21.9% | Added |
| Nwam LLC | 4,060 | $318.2K | 0.03% | −658−13.9% | Reduced |
| RMB Capital Management, LLC | 4,065 | $318.5K | 0.01% | +803+24.6% | Added |
| Lion Street Advisors, LLC | 4,070 | $318.9K | 0.10% | −482−10.6% | Reduced |
| VeraBank, N.A. | 4,126 | $323.3K | 0.12% | −50−1.2% | Reduced |
| Segment Wealth Management, LLC | 4,131 | $323.7K | 0.03% | +196+5.0% | Added |
| First Citizens Financial Corp | 4,134 | $323.9K | 0.23% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,133 | $324.0K | 0.03% | +4,133 | New |
| Holistic Financial Partners | 4,137 | $324.2K | 0.22% | +127+3.2% | Added |
| Baker Chad R | 4,165 | $326.4K | 0.08% | +610+17.2% | Added |
| Choate Investment Advisors | 4,170 | $326.8K | 0.01% | +1,213+41.0% | Added |
| First Light Asset Management, LLC | 4,188 | $328.2K | 0.03% | 00.0% | Unchanged |
| Renasant Bank | 4,203 | $329.3K | 0.28% | +466+12.5% | Added |
| Carmichael Hill & Associates, Inc. | 4,221 | $330.8K | 0.16% | +200+5.0% | Added |
| Interchange Capital Partners, LLC | 4,227 | $331.3K | 0.26% | +4,227 | New |
| Ferguson Wellman Capital Management, Inc | 4,232 | $331.6K | 0.01% | −66−1.5% | Reduced |
| Accurate Wealth Management, LLC | 4,583 | $333.6K | 0.10% | +413+9.9% | Added |
| Corton Capital Inc. | 4,258 | $333.7K | 0.17% | −3,821−47.3% | Reduced |
| Fortis Capital Advisors, LLC | 4,265 | $334.2K | 0.21% | +610+16.7% | Added |
| Abacus Wealth Partners, LLC | 4,269 | $334.5K | 0.10% | −27−0.6% | Reduced |
| New Vernon Investment Management LLC | 4,284 | $335.7K | 0.51% | +4,284 | New |
| Twin Lakes Capital Management, LLC | 4,286 | $335.9K | 0.25% | +11+0.3% | Added |
| Hedges Asset Management LLC | 4,340 | $340.1K | 0.30% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,356 | $341.3K | 0.22% | +130+3.1% | Added |
| Maple Capital Management, Inc. | 4,380 | $343.2K | 0.04% | +972+28.5% | Added |
| Weatherly Asset Management L. P. | 4,346 | $343.6K | 0.04% | −461−9.6% | Reduced |
| Indiana Trust & Investment Management CO | 4,386 | $343.7K | 0.17% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,395 | $344.4K | 0.04% | +501+12.9% | Added |
| North Star Asset Management Inc | 4,419 | $346.3K | 0.02% | −1,499−25.3% | Reduced |
| Truvestments Capital LLC | 4,425 | $346.7K | 0.18% | −38−0.9% | Reduced |
| Kolinsky Wealth Management, LLC | 4,442 | $348.1K | 0.35% | +326+7.9% | Added |
| Garrett Wealth Advisory Group, LLC | 4,470 | $350.3K | 0.16% | +4,470 | New |
| First City Capital Management, Inc. | 4,484 | $351.4K | 0.22% | −613−12.0% | Reduced |
| West Paces Advisors Inc. | 4,488 | $351.7K | 0.11% | −1,086−19.5% | Reduced |
| Cornerstone Advisory, LLC | 4,495 | $352.2K | 0.06% | −215−4.6% | Reduced |
| Congress Park Capital LLC | 4,503 | $352.9K | 0.20% | −1,100−19.6% | Reduced |
| Hartford Funds Management Co LLC | 4,504 | $352.9K | 0.04% | +378+9.2% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $353.4K | 0.87% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,512 | $353.6K | 0.11% | +298+7.1% | Added |
| Boyar Asset Management Inc. | 4,535 | $355.4K | 0.28% | +645+16.6% | Added |
| Cedar Brook Financial Partners, LLC | 4,545 | $356.1K | 0.09% | −12−0.3% | Reduced |
| Centaurus Financial, Inc. | 4,567 | $358.0K | 0.03% | +472+11.5% | Added |
| SageView Advisory Group, LLC | 4,585 | $359.3K | 0.02% | −66−1.4% | Reduced |
| STAR Financial Bank | 4,615 | $361.6K | 0.37% | −253−5.2% | Reduced |
| Blueshift Asset Management, LLC | 4,615 | $361.6K | 0.21% | +4,615 | New |
| Dark Forest Capital Management LP | 4,626 | $362.5K | 0.03% | +1,454+45.8% | Added |
| Cape Cod Five Cents Savings Bank | 2,544 | $363.9K | 0.02% | +2,544 | New |
| Dorchester Wealth Management Co | 4,653 | $364.6K | 0.07% | +150+3.3% | Added |
| Sanders Morris Harris LLC | 4,744 | $367.3K | 0.08% | 00.0% | Unchanged |
| Parkside Investments, LLC | 4,694 | $367.8K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,694 | $367.8K | 0.16% | +2,208+88.8% | Added |
| Coastwise Capital Group, LLC | 4,700 | $368.3K | 0.42% | +2,200+88.0% | Added |
| Alpha Omega Wealth Management LLC | 4,706 | $368.8K | 0.06% | −160−3.3% | Reduced |
| Meridian Investment Counsel Inc. | 4,709 | $369.0K | 0.14% | +19+0.4% | Added |
| InterOcean Capital Group, LLC | 4,714 | $369.4K | 0.01% | +169+3.7% | Added |
| Woodward Diversified Capital, LLC | 4,724 | $370.2K | 0.27% | +240+5.4% | Added |
| Orion Capital Management LLC | 4,745 | $371.8K | 0.24% | −1,695−26.3% | Reduced |
| Dover Advisors, LLC | 4,732 | $374.1K | 0.38% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,785 | $375.0K | 0.12% | +12+0.3% | Added |
| AllSquare Wealth Management LLC | 4,786 | $375.0K | 0.24% | +200+4.4% | Added |
| Nvest Financial, LLC | 4,792 | $375.5K | 0.35% | +1,048+28.0% | Added |
| Boyd Watterson Asset Management LLC | 4,807 | $376.7K | 0.16% | −6−0.1% | Reduced |
| First PREMIER Bank | 4,831 | $379.0K | 0.12% | +20.0% | Added |
| Martingale Asset Management L P | 4,882 | $382.6K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,898 | $383.8K | 0.01% | +2,067+73.0% | Added |
| Manchester Capital Management LLC | 4,900 | $384.0K | 0.06% | −59−1.2% | Reduced |
| Peoples Financial Services Corp. | 4,938 | $386.9K | 0.18% | +773+18.6% | Added |
| Lakewood Asset Management LLC | 4,975 | $389.8K | 0.32% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,053 | $396.0K | 0.27% | +180+3.7% | Added |
| North Star Investment Management Corp. | 5,076 | $397.8K | 0.03% | −300−5.6% | Reduced |
| Worth Financial Advisory Group, LLC | 5,090 | $398.9K | 0.36% | +788+18.3% | Added |
| Wealth Management Solutions, LLC | 5,099 | $399.6K | 0.27% | −63−1.2% | Reduced |
| Great Diamond Partners, LLC | 5,185 | $406.3K | 0.11% | −153−2.9% | Reduced |
| Paragon Financial Partners, Inc. | 5,210 | $408.3K | 0.42% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,227 | $409.6K | 0.02% | −5,460−51.1% | Reduced |
| Pallas Capital Advisors LLC | 5,856 | $409.7K | 0.02% | +1,191+25.5% | Added |
| Marble Harbor Investment Counsel, LLC | 5,233 | $410.1K | 0.05% | −5,575−51.6% | Reduced |
| Cahill Financial Advisors Inc | 5,252 | $411.5K | 0.07% | +119+2.3% | Added |