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 |
|---|---|---|---|---|---|
| First Manhattan Co | 5,253 | $411.6K | 0.00% | +160+3.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $411.9K | 0.34% | 00.0% | Unchanged |
| LSV Asset Management | 5,300 | $415.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,274 | $417.0K | 0.03% | +219+4.3% | Added |
| Park Edge Advisors, LLC | 5,336 | $418.1K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,309 | $419.5K | 0.02% | −881−14.2% | Reduced |
| Inscription Capital, LLC | 5,366 | $420.5K | 0.14% | −200−3.6% | Reduced |
| Seelaus Asset Management LLC | 5,405 | $423.5K | 0.48% | +132+2.5% | Added |
| Ti-Trust, Inc | 5,410 | $423.9K | 0.40% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,430 | $425.5K | 0.11% | −1,000−15.6% | Reduced |
| Athena Investment Management | 5,488 | $430.0K | 0.31% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 4,889 | $430.7K | 0.31% | +792+19.3% | Added |
| LWMG, LLC | 5,500 | $431.0K | 0.12% | −80−1.4% | Reduced |
| Aspen Investment Management Inc | 5,519 | $432.0K | 0.26% | −200−3.5% | Reduced |
| Kovack Advisors, Inc. | 5,520 | $432.5K | 0.06% | −2,177−28.3% | Reduced |
| Childress Capital Advisors, LLC | 5,470 | $433.8K | 0.14% | +5,470 | New |
| Syntax Research, Inc. | 5,586 | $437.7K | 0.35% | +5,586 | New |
| Eudaimonia Partners, LLC | 5,613 | $439.8K | 0.11% | −693−11.0% | Reduced |
| Atomi Financial Group, Inc. | 5,639 | $441.9K | 0.15% | +70+1.3% | Added |
| Burns J W & Co Inc | 5,666 | $444.0K | 0.07% | −431−7.1% | Reduced |
| Family Legacy, Inc. | 5,668 | $444.1K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,673 | $444.5K | 0.04% | −1,141−16.7% | Reduced |
| Cobblestone Capital Advisors LLC | 5,679 | $445.0K | 0.03% | −1,969−25.7% | Reduced |
| NorthRock Partners, LLC | 5,685 | $445.4K | 0.05% | +79+1.4% | Added |
| Laurel Wealth Advisors LLC | 5,710 | $447.4K | 0.10% | +2,780+94.9% | Added |
| M&R Capital Management Inc | 5,733 | $449.2K | 0.12% | +177+3.2% | Added |
| FSB Premier Wealth Management, Inc. | 5,734 | $449.3K | 0.25% | +125+2.2% | Added |
| Constitution Capital LLC | 5,750 | $450.6K | 0.31% | −600−9.4% | Reduced |
| Aptus Capital Advisors, LLC | 5,754 | $450.9K | 0.01% | +2,901+101.7% | Added |
| Cypress Wealth Services, LLC | 5,785 | $453.3K | 0.13% | +795+15.9% | Added |
| Principal Street Partners, LLC | 5,790 | $453.7K | 0.09% | +3,010+108.3% | Added |
| Centennial Bank | 5,806 | $455.0K | 0.31% | +818+16.4% | Added |
| Geller Advisors LLC | 5,779 | $457.2K | 0.05% | −1,512−20.7% | Reduced |
| IVC Wealth Advisors LLC | 5,842 | $457.8K | 0.31% | −59−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,855 | $458.8K | 0.19% | +1,150+24.4% | Added |
| StoneX Group Inc. | 5,816 | $459.7K | 0.05% | +252+4.5% | Added |
| Beta Wealth Group, Inc. | 5,901 | $462.4K | 0.27% | +301+5.4% | Added |
| Vontobel Asset Management Inc | 5,916 | $463.6K | 0.00% | −333−5.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,923 | $464.1K | 0.30% | +100+1.7% | Added |
| TCI Wealth Advisors, Inc. | 5,938 | $465.3K | 0.06% | +112+1.9% | Added |
| Parkside Financial Bank & Trust | 5,949 | $466.2K | 0.11% | +86+1.5% | Added |
| Lakeview Capital Partners, LLC | 5,954 | $466.6K | 0.09% | −178−2.9% | Reduced |
| Pointe Capital Management LLC | 5,961 | $467.1K | 0.37% | +25+0.4% | Added |
| Papp L Roy & Associates | 6,023 | $472.0K | 0.06% | −320−5.0% | Reduced |
| General Partner, Inc. | 6,198 | $472.1K | 0.42% | −1,250−16.8% | Reduced |
| EverSource Wealth Advisors, LLC | 6,050 | $474.1K | 0.05% | +99+1.7% | Added |
| Salvus Wealth Management, LLC | 6,054 | $474.4K | 0.38% | +115+1.9% | Added |
| Westhampton Capital, LLC | 6,075 | $476.0K | 0.31% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,077 | $476.2K | 0.31% | +442+7.8% | Added |
| Adviser Investments LLC | 6,087 | $476.9K | 0.01% | −10.0% | Reduced |
| Occidental Asset Management, LLC | 6,101 | $478.1K | 0.11% | +6,101 | New |
| Washington Trust Bank | 6,116 | $479.3K | 0.05% | +736+13.7% | Added |
| Ballast Advisors LLC | 6,117 | $479.3K | 0.19% | −1,415−18.8% | Reduced |
| Mission Wealth Management, LP | 6,126 | $480.1K | 0.02% | +74+1.2% | Added |
| Wedmont Private Capital | 6,397 | $480.6K | 0.05% | +73+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 6,148 | $481.7K | 0.01% | +305+5.2% | Added |
| Vestmark Advisory Solutions, Inc. | 6,151 | $482.0K | 0.04% | −82,850−93.1% | Reduced |
| Blue Barn Wealth, LLC | 6,151 | $482.0K | 0.32% | −146−2.3% | Reduced |
| Mechanics Financial Corp | 6,162 | $482.9K | 0.27% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,185 | $485.0K | 0.06% | −90−1.4% | Reduced |
| Cooper Financial Group | 6,192 | $485.2K | 0.12% | +265+4.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,194 | $485.3K | 0.21% | +11+0.2% | Added |
| Richwood Investment Advisors, LLC | 6,195 | $485.5K | 0.50% | +265+4.5% | Added |
| Buckingham Strategic Partners | 6,208 | $486.5K | 0.02% | +1,304+26.6% | Added |
| Roundview Capital LLC | 6,228 | $488.0K | 0.05% | −159−2.5% | Reduced |
| Abbrea Capital, LLC | 6,182 | $489.0K | 0.08% | −45−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 6,322 | $495.4K | 0.02% | +193+3.1% | Added |
| Field & Main Bank | 6,345 | $497.2K | 0.23% | −475−7.0% | Reduced |
| LGL Partners, LLC | 6,362 | $498.5K | 0.09% | +30.0% | Added |
| MONECO Advisors, LLC | 6,373 | $499.4K | 0.14% | +50+0.8% | Added |
| Vise Technologies, Inc. | 6,385 | $500.4K | 0.12% | −459−6.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 6,388 | $500.6K | 0.02% | −430−6.3% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $502.0K | 0.24% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,426 | $503.5K | 0.44% | +1,370+27.1% | Added |
| Triangle Securities Wealth Management | 6,439 | $504.6K | 0.18% | −164−2.5% | Reduced |
| Financial Advisory Corp | 6,447 | $505.0K | 0.23% | −555−7.9% | Reduced |
| GSB Wealth Management, LLC | 6,459 | $506.1K | 0.17% | −3,331−34.0% | Reduced |
| Gilbert & Cook, Inc. | 6,463 | $506.4K | 0.08% | +1,023+18.8% | Added |
| Ellevest, Inc. | 6,464 | $506.5K | 0.04% | +955+17.3% | Added |
| Strategic Wealth Designers | 6,466 | $506.7K | 0.09% | +88+1.4% | Added |
| Prairiewood Capital, LLC | 6,472 | $507.1K | 0.33% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 6,482 | $507.9K | 0.12% | +44+0.7% | Added |
| Wealthcare Advisory Partners LLC | 6,509 | $510.1K | 0.02% | −1,258−16.2% | Reduced |
| New Hampshire Trust | 6,513 | $510.4K | 0.14% | −118−1.8% | Reduced |
| Shepherd Financial Partners LLC | 6,534 | $511.9K | 0.08% | +1,124+20.8% | Added |
| Caldwell Trust Co | 6,536 | $512.2K | 0.07% | +2,085+46.8% | Added |
| Center for Financial Planning, Inc. | 6,546 | $512.9K | 0.11% | +1,386+26.9% | Added |
| Radnor Capital Management, LLC | 6,547 | $513.0K | 0.10% | −2,254−25.6% | Reduced |
| Rowland & Co Investment Counsel | 6,548 | $513.1K | 0.13% | +310+5.0% | Added |
| World Equity Group, Inc. | 6,550 | $514.9K | 0.11% | +16+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 6,588 | $516.2K | 0.21% | +90+1.4% | Added |
| Nomura Holdings Inc | 6,591 | $516.5K | 0.01% | −456,281−98.6% | Reduced |
| Eads & Heald Wealth Management | 6,636 | $520.0K | 0.27% | −75−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 6,650 | $521.0K | 0.04% | +3,547+114.3% | Added |
| Citizens Financial Group Inc | 6,674 | $523.0K | 0.02% | −2,924−30.5% | Reduced |
| Rogco, LP | 6,685 | $523.8K | 0.26% | +6,685 | New |
| Applied Capital LLC | 6,832 | $525.2K | 0.52% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 6,709 | $525.7K | 0.02% | +450+7.2% | Added |
| Schechter Investment Advisors, LLC | 6,718 | $526.4K | 0.05% | −508−7.0% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $527.0K | 0.01% | +6,300 | New |