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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 11,085 | $868.6K | 0.11% | −98−0.9% | Reduced |
| Evergreen Capital Management LLC | 10,994 | $868.6K | 0.04% | −3,740−25.4% | Reduced |
| Coastline Trust Co | 11,090 | $869.0K | 0.13% | −2,210−16.6% | Reduced |
| BigSur Wealth Management LLC | 11,000 | $869.5K | 0.44% | −500−4.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,148 | $873.6K | 0.99% | −100−0.9% | Reduced |
| Chilton Capital Management LLC | 11,162 | $874.7K | 0.05% | −37−0.3% | Reduced |
| Moseley Investment Management Inc | 11,163 | $874.7K | 0.52% | +145+1.3% | Added |
| Bryn Mawr Trust Co | 11,228 | $879.8K | 0.04% | −3,346−23.0% | Reduced |
| Northstar Asset Management LLC | 11,302 | $885.6K | 0.26% | −225−2.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,305 | $885.8K | 0.01% | −426−3.6% | Reduced |
| McDonald Partners LLC | 11,319 | $886.9K | 0.29% | +94+0.8% | Added |
| Johnson Financial Group, Inc. | 11,253 | $887.8K | 0.06% | −122−1.1% | Reduced |
| Kennicott Capital Management LLC | 3,298 | $890.7K | 0.51% | −6,596−66.7% | Reduced |
| Csenge Advisory Group | 11,373 | $891.2K | 0.06% | +744+7.0% | Added |
| Lincoln National Corp | 11,450 | $897.2K | 0.02% | +1,172+11.4% | Added |
| iA Global Asset Management Inc. | 11,619 | $910.0K | 0.02% | +11,619 | New |
| PFG Advisors | 11,631 | $911.4K | 0.08% | −1,334−10.3% | Reduced |
| Accredited Investors Inc. | 11,738 | $919.8K | 0.07% | +868+8.0% | Added |
| Ascent Wealth Partners, LLC | 11,739 | $919.9K | 0.17% | +789+7.2% | Added |
| Kinneret Advisory, LLC | 11,708 | $925.5K | 0.11% | −7−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 11,871 | $930.0K | 0.22% | −457−3.7% | Reduced |
| Summit Trail Advisors, LLC | 11,807 | $933.5K | 0.03% | −1,142−8.8% | Reduced |
| Foundations Investment Advisors, LLC | 11,917 | $933.8K | 0.03% | −918−7.2% | Reduced |
| Sowell Financial Services LLC | 11,809 | $934.0K | 0.06% | −19,791−62.6% | Reduced |
| Wills Financial Group, Inc. | 11,940 | $935.6K | 0.51% | +4,038+51.1% | Added |
| Provenance Wealth Advisors, LLC | 11,979 | $938.7K | 0.15% | +11,979 | New |
| Maven Securities LTD | 11,983 | $939.0K | 0.10% | +11,983 | New |
| Scott Investment Partners LLP | 12,000 | $940.0K | 2.16% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 12,969 | $942.9K | 0.39% | −2,943−18.5% | Reduced |
| Morningstar Investment Management LLC | 12,039 | $943.0K | 0.13% | +275+2.3% | Added |
| Sawgrass Asset Management LLC | 12,057 | $944.8K | 0.11% | −81−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,078 | $946.4K | 0.16% | −165−1.3% | Reduced |
| Summit Global Investments | 12,080 | $947.0K | 0.06% | −359−2.9% | Reduced |
| Independent Financial Group, LLC | 12,089 | $947.3K | 0.06% | −3,666−23.3% | Reduced |
| Mach-1 Financial Group, Inc. | 12,111 | $949.0K | 0.40% | −9,635−44.3% | Reduced |
| Connectus Wealth, LLC | 12,156 | $952.8K | 0.02% | −318−2.5% | Reduced |
| Auxano Advisors, LLC | 12,171 | $953.7K | 0.39% | +2,865+30.8% | Added |
| Dumont & Blake Investment Advisors LLC | 12,190 | $955.0K | 0.32% | +60+0.5% | Added |
| DT Investment Partners, LLC | 12,206 | $956.5K | 0.12% | +130+1.1% | Added |
| International Assets Investment Management, LLC | 12,305 | $962.5K | 0.13% | −256−2.0% | Reduced |
| Marcum Wealth, LLC | 12,290 | $963.0K | 0.12% | +2,069+20.2% | Added |
| Coldstream Capital Management Inc | 12,292 | $963.2K | 0.03% | +24+0.2% | Added |
| Tectonic Advisors LLC | 12,297 | $963.6K | 0.09% | −197−1.6% | Reduced |
| Old National Bancorp | 12,316 | $965.1K | 0.03% | −936−7.1% | Reduced |
| Alpha DNA Investment Management LLC | 12,335 | $966.6K | 0.62% | −9,574−43.7% | Reduced |
| St. Clair Advisors, LLC | 12,335 | $966.6K | 0.38% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 12,355 | $968.1K | 0.18% | +1,810+17.2% | Added |
| Transatlantique Private Wealth LLC | 12,512 | $969.6K | 0.52% | +69+0.6% | Added |
| Angeles Investment Advisors, LLC | 12,499 | $985.5K | 0.08% | +3,905+45.4% | Added |
| Strategic Blueprint, LLC | 12,584 | $986.1K | 0.09% | −65−0.5% | Reduced |
| Hilltop Holdings Inc. | 12,609 | $988.0K | 0.12% | −77−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 12,603 | $988.0K | 0.02% | −319−2.5% | Reduced |
| NVWM, LLC | 12,505 | $988.5K | 0.32% | +1,809+16.9% | Added |
| Smith, Moore & Co. | 12,616 | $988.6K | 0.13% | +7+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 12,656 | $991.7K | 0.50% | +2,786+28.2% | Added |
| Manhattan West Asset Management, LLC | 13,700 | $991.7K | 0.31% | +2,083+17.9% | Added |
| Monetary Management Group Inc | 12,725 | $997.1K | 0.33% | −450−3.4% | Reduced |
| Gs Investments, Inc. | 12,790 | $1.00M | 0.57% | −500−3.8% | Reduced |
| ABLE Financial Group, LLC | 12,799 | $1.00M | 0.50% | −5,824−31.3% | Reduced |
| Martin Investment Management, LLC | 12,840 | $1.01M | 0.30% | −205−1.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,737 | $1.01M | 0.02% | −59−0.5% | Reduced |
| Bartlett & Co. LLC | 12,737 | $1.01M | 0.02% | −59−0.5% | Reduced |
| Lipe & Dalton | 12,860 | $1.01M | 0.61% | +10.0% | Added |
| Claro Advisors LLC | 12,887 | $1.01M | 0.25% | +1,554+13.7% | Added |
| Stiles Financial Services Inc | 12,911 | $1.01M | 0.52% | −2,164−14.4% | Reduced |
| Perigon Wealth Management, LLC | 12,918 | $1.01M | 0.04% | +220+1.7% | Added |
| Viawealth, LLC | 12,990 | $1.02M | 0.75% | +1,535+13.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.02M | 0.38% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.02M | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 13,012 | $1.02M | 0.02% | −4,866−27.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,019 | $1.02M | 0.10% | +18+0.1% | Added |
| Platform Technology Partners | 13,021 | $1.02M | 0.48% | +1,028+8.6% | Added |
| Ostrum Asset Management | 13,081 | $1.03M | 0.09% | −14,774−53.0% | Reduced |
| Bank of Hawaii | 13,095 | $1.03M | 0.06% | +699+5.6% | Added |
| Central Trust Co | 13,182 | $1.03M | 0.03% | +3,041+30.0% | Added |
| Main Street Financial Solutions, LLC | 13,216 | $1.04M | 0.15% | −242−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 13,227 | $1.04M | 0.07% | +151+1.2% | Added |
| Pflug Koory, LLC | 13,257 | $1.04M | 0.60% | +156+1.2% | Added |
| Peoples Bank | 13,290 | $1.04M | 0.89% | +13,290 | New |
| SNS Financial Group, LLC | 13,179 | $1.04M | 0.14% | −28−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 13,330 | $1.04M | 0.07% | −6,989−34.4% | Reduced |
| Rossmore Private Capital | 13,350 | $1.05M | 0.16% | −60.0% | Reduced |
| Strong Tower Advisory Services | 13,370 | $1.05M | 0.52% | +301+2.3% | Added |
| Guardian Wealth Management, Inc. | 13,418 | $1.05M | 0.98% | −22−0.2% | Reduced |
| NEOS Investment Management LLC | 13,425 | $1.05M | 0.13% | +13,425 | New |
| Legacy Financial Advisors, Inc. | 13,440 | $1.05M | 0.21% | +561+4.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 13,516 | $1.06M | 0.17% | +13,516 | New |
| Aberdeen Wealth Management LLC | 13,579 | $1.06M | 0.80% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 13,613 | $1.07M | 0.42% | +451+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,614 | $1.07M | 0.22% | +1,850+15.7% | Added |
| CNB Bank | 13,618 | $1.07M | 0.63% | −1,452−9.6% | Reduced |
| Sentry LLC | 13,644 | $1.07M | 0.23% | 00.0% | Unchanged |
| Page Arthur B | 13,687 | $1.07M | 1.11% | +46+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,695 | $1.07M | 0.07% | +93+0.7% | Added |
| Wealth Alliance | 13,715 | $1.07M | 0.17% | +50+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 13,731 | $1.08M | 0.04% | −32−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 13,788 | $1.08M | 0.10% | 00.0% | Unchanged |
| First Foundation Advisors | 13,784 | $1.08M | 0.05% | −2,260−14.1% | Reduced |
| High Net Worth Advisory Group LLC | 13,793 | $1.08M | 0.43% | −13−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 13,793 | $1.08M | 0.17% | +48+0.3% | Added |