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
- 1,980
- −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
- 920 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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 7,251 | $528.5K | 0.04% | −517−6.7% | Reduced |
| EPG Wealth Management LLC | 6,745 | $528.5K | 0.16% | +6,745 | New |
| Northside Capital Management, LLC | 6,747 | $528.7K | 0.12% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 6,766 | $530.2K | 0.29% | +218+3.3% | Added |
| Redmond Asset Management, LLC | 6,791 | $532.1K | 0.19% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6,797 | $533.0K | 0.14% | −609−8.2% | Reduced |
| White Pine Capital LLC | 6,804 | $533.2K | 0.21% | −14−0.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,807 | $533.4K | 0.11% | +6,807 | New |
| Affiance Financial, LLC | 6,817 | $534.2K | 0.27% | 00.0% | Unchanged |
| Park National Corp | 6,871 | $538.4K | 0.02% | −969−12.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,877 | $538.9K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,901 | $540.8K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,925 | $542.6K | 0.04% | +319+4.8% | Added |
| Bank of Stockton | 7,722 | $543.4K | 0.20% | +1,130+17.1% | Added |
| Checchi Capital Advisers, LLC | 6,944 | $544.2K | 0.05% | +63+0.9% | Added |
| West Oak Capital, LLC | 6,985 | $547.0K | 0.27% | 00.0% | Unchanged |
| Bollard Group LLC | 6,985 | $547.0K | 0.02% | +30+0.4% | Added |
| Mather Group, LLC. | 6,988 | $547.6K | 0.01% | +1,295+22.7% | Added |
| Guidance Capital, Inc | 7,154 | $547.6K | 0.25% | +565+8.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,988 | $547.6K | 0.29% | +51+0.7% | Added |
| Marino, Stram & Associates LLC | 7,001 | $548.6K | 0.16% | +2,865+69.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,008 | $549.1K | 0.16% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,026 | $550.6K | 0.35% | +400+6.0% | Added |
| Lindbrook Capital, LLC | 7,040 | $551.7K | 0.06% | −1,292−15.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,041 | $551.7K | 0.39% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7,044 | $552.0K | 0.23% | +1,632+30.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,055 | $552.8K | 0.13% | +187+2.7% | Added |
| Spirit of America Management Corp | 7,069 | $553.9K | 0.13% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 7,084 | $555.1K | 0.27% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 7,112 | $557.3K | 0.19% | +516+7.8% | Added |
| Reuter James Wealth Management, LLC | 7,128 | $558.5K | 0.42% | +786+12.4% | Added |
| Montecito Bank & Trust | 7,130 | $558.7K | 0.13% | +690+10.7% | Added |
| Graypoint LLC | 7,132 | $558.9K | 0.05% | −996−12.3% | Reduced |
| Howland Capital Management LLC | 7,138 | $560.8K | 0.03% | −56,251−88.7% | Reduced |
| YHB Investment Advisors, Inc. | 7,183 | $562.9K | 0.05% | −680−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,183 | $562.9K | 0.17% | +387+5.7% | Added |
| Ropes Wealth Advisors LLC | 7,205 | $564.6K | 0.11% | +1,269+21.4% | Added |
| Lewis Capital Management, LLC | 7,219 | $565.7K | 0.88% | −222−3.0% | Reduced |
| Symmetry Partners, LLC | 7,263 | $569.0K | 0.03% | −870−10.7% | Reduced |
| Northwest Bancshares, Inc. | 7,267 | $569.4K | 0.11% | +44+0.6% | Added |
| D.B. Root & Company, LLC | 7,270 | $569.7K | 0.22% | +114+1.6% | Added |
| SPC Financial, Inc. | 7,280 | $570.4K | 0.06% | +1,419+24.2% | Added |
| Pinnacle West Asset Management, Inc. | 7,300 | $572.0K | 0.56% | +1,225+20.2% | Added |
| Eagle Harbor Asset Management Inc | 7,327 | $574.1K | 0.75% | +7,327 | New |
| Hartline Investment Corp | 7,375 | $577.9K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 7,403 | $580.1K | 0.12% | +1,752+31.0% | Added |
| Mount Yale Investment Advisors, LLC | 7,412 | $580.8K | 0.06% | −228−3.0% | Reduced |
| NewEdge Wealth, LLC | 7,428 | $582.0K | 0.02% | −1,966−20.9% | Reduced |
| Penserra Capital Management LLC | 7,454 | $583.0K | 0.01% | −1,163−13.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,261 | $583.9K | 0.22% | −832−9.1% | Reduced |
| PrairieView Partners, LLC | 7,473 | $585.0K | 0.08% | −203−2.6% | Reduced |
| Simmons Bank | 7,467 | $585.1K | 0.05% | +844+12.7% | Added |
| Prudent Man Advisors, LLC | 7,499 | $587.6K | 0.23% | −9−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,499 | $588.0K | 0.08% | −249−3.2% | Reduced |
| Silverlake Wealth Management LLC | 7,509 | $588.4K | 0.33% | +3,454+85.2% | Added |
| American State Bank (Iowa) | 7,521 | $589.3K | 0.42% | +89+1.2% | Added |
| Thomasville National Bank | 7,538 | $590.7K | 0.06% | −348−4.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $591.1K | 0.77% | −71−0.9% | Reduced |
| Icon Wealth Partners, LLC | 7,586 | $594.5K | 0.07% | −10,919−59.0% | Reduced |
| Mayflower Financial Advisors, LLC | 7,597 | $595.3K | 0.09% | +10+0.1% | Added |
| Baxter Bros Inc | 7,614 | $596.6K | 0.09% | −300−3.8% | Reduced |
| Clarius Group, LLC | 7,627 | $597.7K | 0.06% | −2,289−23.1% | Reduced |
| Hunter Associates Investment Management LLC | 7,623 | $598.0K | 0.12% | −650−7.9% | Reduced |
| Patten & Patten Inc | 7,652 | $599.6K | 0.05% | +75+1.0% | Added |
| Paragon Private Wealth Management, LLC | 7,699 | $603.3K | 0.50% | +595+8.4% | Added |
| Prestige Wealth Management Group LLC | 7,645 | $604.4K | 0.15% | +106+1.4% | Added |
| Sentry Investment Management LLC | 7,742 | $607.0K | 0.29% | −1,669−17.7% | Reduced |
| Sittner & Nelson, LLC | 7,791 | $610.5K | 0.35% | +4+0.1% | Added |
| Duncker Streett & Co Inc | 7,809 | $611.9K | 0.14% | −23−0.3% | Reduced |
| Centiva Capital, LP | 7,852 | $615.3K | 0.03% | −14,620−65.1% | Reduced |
| WealthPlan Investment Management, LLC | 7,957 | $623.5K | 0.11% | +3,019+61.1% | Added |
| Iron Financial, LLC | 7,991 | $626.2K | 0.36% | +7,991 | New |
| Cim Investment Mangement Inc | 8,011 | $627.7K | 0.23% | −194−2.4% | Reduced |
| Grove Bank & Trust | 8,012 | $627.8K | 0.13% | +1,257+18.6% | Added |
| Farther Finance Advisors, LLC | 8,014 | $628.0K | 0.10% | +3,964+97.9% | Added |
| City State Bank | 8,083 | $633.0K | 0.35% | −443−5.2% | Reduced |
| Financial Insights, Inc. | 9,019 | $636.4K | 0.23% | +1,687+23.0% | Added |
| Continuum Advisory, LLC | 8,122 | $636.4K | 0.10% | +835+11.5% | Added |
| Phillips Wealth Planners LLC | 8,797 | $636.5K | 0.86% | +304+3.6% | Added |
| Founders Capital Management, LLC | 8,176 | $640.7K | 0.15% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 8,184 | $641.3K | 0.17% | −150−1.8% | Reduced |
| GYL Financial Synergies, LLC | 8,195 | $642.1K | 0.06% | −85−1.0% | Reduced |
| Chesapeake Asset Management LLC | 8,210 | $643.3K | 0.63% | +2,494+43.6% | Added |
| Fosun International Ltd | 8,230 | $644.9K | 0.10% | +4,950+150.9% | Added |
| Gamco Investors, Inc. Et Al | 8,232 | $645.1K | 0.01% | −20.0% | Reduced |
| Malaga Cove Capital, LLC | 8,288 | $649.4K | 0.30% | −78−0.9% | Reduced |
| Martin & Co Inc | 8,320 | $652.0K | 0.17% | −13−0.2% | Reduced |
| Kades & Cheifetz LLC | 8,341 | $653.6K | 0.52% | −8−0.1% | Reduced |
| Optas, LLC | 8,365 | $655.5K | 0.22% | +334+4.2% | Added |
| Atlantic Union Bankshares Corp | 8,400 | $658.2K | 0.07% | −4,129−33.0% | Reduced |
| Great Waters Wealth Management | 8,651 | $658.5K | 0.13% | −58−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,404 | $658.5K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 8,457 | $662.7K | 0.02% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 8,506 | $666.5K | 0.14% | +107+1.3% | Added |
| Biltmore Family Office, LLC | 8,432 | $666.6K | 0.15% | −125−1.5% | Reduced |
| Archer Investment Corp | 8,517 | $667.4K | 0.23% | +1,500+21.4% | Added |
| Virtue Capital Management, LLC | 7,683 | $667.4K | 0.11% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8,530 | $668.4K | 0.12% | −412−4.6% | Reduced |
| Encompass Wealth Advisors, LLC | 8,577 | $672.1K | 0.22% | +6+0.1% | Added |
| LCNB Corp | 8,598 | $673.7K | 0.30% | −170−1.9% | Reduced |