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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 8,617 | $675.2K | 0.06% | −466−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 8,640 | $677.0K | 0.16% | −125−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,586 | $680.0K | 0.05% | −3,208−27.2% | Reduced |
| Foster & Motley Inc | 8,710 | $683.0K | 0.06% | +343+4.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,719 | $683.2K | 0.09% | −805−8.5% | Reduced |
| Roberts Glore & Co Inc | 8,730 | $684.1K | 0.23% | −450−4.9% | Reduced |
| Pacitti Group Inc. | 8,688 | $685.4K | 0.48% | −992−10.2% | Reduced |
| TLWM | 8,756 | $686.1K | 0.18% | +223+2.6% | Added |
| Jmac Enterprises LLC | 8,793 | $689.0K | 0.17% | +800+10.0% | Added |
| BSW Wealth Partners | 8,796 | $689.2K | 0.15% | −862−8.9% | Reduced |
| Ronald Blue Trust, Inc. | 7,845 | $691.0K | 0.01% | +3,502+80.6% | Added |
| Blume Capital Management, Inc. | 8,840 | $692.7K | 0.21% | +8,840 | New |
| McDaniel Terry & Co | 8,881 | $696.0K | 0.07% | +190+2.2% | Added |
| J.W. Cole Advisors, Inc. | 8,883 | $696.1K | 0.05% | +458+5.4% | Added |
| Cypress Capital Group | 8,909 | $698.1K | 0.10% | +593+7.1% | Added |
| Beacon Investment Advisors LLC | 8,918 | $698.8K | 0.49% | +33+0.4% | Added |
| Virtu Financial LLC | 8,938 | $700.0K | 0.07% | +8,938 | New |
| Balentine LLC | 8,959 | $702.0K | 0.02% | +92+1.0% | Added |
| Intrust Bank NA | 8,976 | $703.4K | 0.09% | +930+11.6% | Added |
| Burney Co | 9,014 | $706.3K | 0.03% | −84−0.9% | Reduced |
| Pitti Group Wealth Management, LLC | 9,024 | $707.1K | 0.81% | +1,022+12.8% | Added |
| ELCO Management Co., LLC | 9,063 | $710.2K | 0.51% | −1,552−14.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,099 | $713.0K | 0.03% | +1,651+22.2% | Added |
| Loudon Investment Management, LLC | 9,152 | $717.2K | 0.49% | −127−1.4% | Reduced |
| Patten Group, Inc. | 9,163 | $718.0K | 0.21% | −1,067−10.4% | Reduced |
| Diligent Investors, LLC | 9,210 | $721.7K | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,219 | $722.4K | 0.02% | +1,104+13.6% | Added |
| Barry Investment Advisors, LLC | 9,239 | $730.7K | 0.26% | −477−4.9% | Reduced |
| Investment Advisory Services Inc | 9,327 | $730.9K | 0.31% | +38+0.4% | Added |
| Aspire Wealth Management Corp | 9,330 | $731.1K | 0.56% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,392 | $731.3K | 0.34% | +10.0% | Added |
| Violich Capital Management, Inc. | 9,365 | $734.0K | 0.13% | −1,950−17.2% | Reduced |
| Ritholtz Wealth Management | 9,376 | $734.7K | 0.03% | +1,550+19.8% | Added |
| Girard Partners Ltd. | 9,399 | $736.5K | 0.08% | −11,332−54.7% | Reduced |
| Clear Harbor Asset Management, LLC | 9,447 | $740.3K | 0.08% | −984−9.4% | Reduced |
| Corundum Group, Inc. | 9,452 | $740.7K | 0.42% | −516−5.2% | Reduced |
| DCM Advisors, LLC | 9,467 | $741.8K | 0.34% | −555−5.5% | Reduced |
| Tiaa Trust, National Association | 9,541 | $747.6K | 0.00% | +9,541 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,555 | $748.7K | 0.25% | +42+0.4% | Added |
| First Pacific Financial | 9,558 | $749.0K | 0.33% | −126−1.3% | Reduced |
| Wealthspire Advisors, LLC | 9,558 | $749.0K | 0.01% | +2,824+41.9% | Added |
| Valmark Advisers, Inc. | 9,615 | $753.4K | 0.02% | +461+5.0% | Added |
| CX Institutional | 9,630 | $754.6K | 0.04% | −38−0.4% | Reduced |
| First Commonwealth Financial Corp | 9,643 | $755.6K | 0.25% | +165+1.7% | Added |
| Colonial Trust Co | 9,650 | $756.2K | 0.19% | +1,460+17.8% | Added |
| CVA Family Office, LLC | 9,720 | $761.7K | 0.17% | −233−2.3% | Reduced |
| Winch Advisory Services, LLC | 9,737 | $763.0K | 0.28% | +272+2.9% | Added |
| Resources Investment Advisors, LLC. | 9,740 | $763.2K | 0.02% | +556+6.1% | Added |
| Exeter Financial, LLC | 9,752 | $764.2K | 0.40% | +580+6.3% | Added |
| Jarislowsky, Fraser Ltd | 9,779 | $766.3K | 0.00% | −1,475−13.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,802 | $768.0K | 0.50% | +790+8.8% | Added |
| Legacy Capital Group California, Inc. | 9,810 | $768.7K | 0.33% | +1,165+13.5% | Added |
| Beverly Hills Private Wealth, LLC | 9,870 | $773.4K | 0.23% | −9,466−49.0% | Reduced |
| Chicago Trust Co NA | 9,901 | $775.8K | 0.19% | −843−7.8% | Reduced |
| Buckley Wealth Management, LLC | 9,902 | $775.9K | 0.29% | −2,213−18.3% | Reduced |
| Jupiter Wealth Management LLC | 11,000 | $777.5K | 0.50% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,850 | $778.6K | 0.06% | −5,091−34.1% | Reduced |
| Cornerstone Wealth Management, LLC | 10,042 | $786.8K | 0.07% | +1,469+17.1% | Added |
| Harbour Investments, Inc. | 10,060 | $788.3K | 0.04% | +1,427+16.5% | Added |
| Whittier Trust Co | 10,196 | $799.0K | 0.01% | +654+6.9% | Added |
| Montag A & Associates Inc | 10,181 | $803.8K | 0.05% | +667+7.0% | Added |
| WealthShield Partners, LLC | 10,130 | $805.4K | 0.12% | −7,375−42.1% | Reduced |
| Capstone Triton Financial Group, LLC | 10,280 | $805.5K | 0.59% | +656+6.8% | Added |
| Alera Investment Advisors, LLC | 10,299 | $807.0K | 0.13% | −171−1.6% | Reduced |
| Private Trust Co NA | 10,324 | $809.0K | 0.11% | +105+1.0% | Added |
| Vicus Capital | 10,328 | $809.3K | 0.08% | −1,429−12.2% | Reduced |
| Key Bridge Compliance, LLC | 10,337 | $810.0K | 0.25% | +10,337 | New |
| DMG Group, LLC | 10,341 | $810.3K | 0.82% | +269+2.7% | Added |
| Great Lakes Retirement, Inc. | 10,361 | $811.9K | 0.15% | +316+3.1% | Added |
| Strengthening Families & Communities, LLC | 10,407 | $815.0K | 0.35% | +1,521+17.1% | Added |
| Kure Advisory, LLC | 10,426 | $817.0K | 0.46% | +10,426 | New |
| Washington Capital Management Inc | 10,465 | $820.0K | 0.75% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 10,517 | $824.1K | 0.36% | +989+10.4% | Added |
| American Trust | 10,567 | $828.0K | 0.06% | −2,763−20.7% | Reduced |
| Personal Cfo Solutions, LLC | 10,580 | $829.1K | 0.16% | −10.0% | Reduced |
| Naviter Wealth, LLC | 10,502 | $830.2K | 0.20% | +529+5.3% | Added |
| River Street Advisors LLC | 10,661 | $835.4K | 0.79% | +467+4.6% | Added |
| AdvisorNet Financial, Inc | 10,672 | $836.3K | 0.08% | −2,303−17.7% | Reduced |
| Brighton Jones LLC | 10,672 | $836.3K | 0.04% | +626+6.2% | Added |
| Penobscot Investment Management Company, Inc. | 10,660 | $838.0K | 0.11% | +3,745+54.2% | Added |
| Trustco Bank Corp N Y | 10,701 | $838.5K | 0.96% | +30+0.3% | Added |
| Lineweaver Wealth Advisors, LLC | 10,730 | $840.9K | 0.24% | +10,730 | New |
| Rothschild Investment Corp | 10,757 | $843.0K | 0.07% | −382−3.4% | Reduced |
| First Financial Bank - Trust Division | 10,841 | $849.5K | 0.09% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,849 | $850.1K | 0.10% | +16+0.1% | Added |
| Rosenbaum Jay D. | 10,888 | $853.2K | 1.43% | −178−1.6% | Reduced |
| Mork Capital Management, LLC | 10,890 | $853.3K | 0.67% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 10,935 | $856.9K | 0.21% | +600+5.8% | Added |
| Marshall Wace, LLP | 10,938 | $857.1K | 0.00% | −541,162−98.0% | Reduced |
| First National Bank & Trust Co of Newtown | 10,949 | $857.9K | 0.20% | 00.0% | Unchanged |
| Ballast, Inc. | 10,969 | $859.5K | 0.34% | +551+5.3% | Added |
| Americana Partners, LLC | 11,178 | $859.5K | 0.09% | +5,286+89.7% | Added |
| Hoylecohen, LLC | 10,996 | $861.7K | 0.08% | −557−4.8% | Reduced |
| Bigelow Investment Advisors, LLC | 11,001 | $862.0K | 0.49% | −14−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 11,005 | $862.4K | 0.58% | −485−4.2% | Reduced |
| Park Place Capital Corp | 11,008 | $862.6K | 0.25% | +646+6.2% | Added |
| Cito Capital Group, LLC | 10,938 | $863.0K | 0.42% | +2,400+28.1% | Added |
| Sterling Investment Advisors, Ltd. | 11,039 | $865.0K | 0.30% | +11,039 | New |
| First County Bank | 11,051 | $866.0K | 0.45% | −2,413−17.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,059 | $866.6K | 0.09% | +1,169+11.8% | Added |