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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 21,917 | $1.73M | 0.13% | +1,543+7.6% | Added |
| Catalyst Capital Advisors LLC | 22,063 | $1.73M | 0.05% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 22,043 | $1.73M | 0.09% | +6,597+42.7% | Added |
| Shufro Rose & Co LLC | 21,950 | $1.72M | 0.16% | −67−0.3% | Reduced |
| Garda Capital Partners LP | 21,850 | $1.71M | 1.09% | +21,850 | New |
| FAI Wealth Management | 21,831 | $1.71M | 2.63% | −13,964−39.0% | Reduced |
| SevenBridge Financial Group, LLC | 21,781 | $1.71M | 0.44% | +500+2.3% | Added |
| Tealwood Asset Management Inc | 21,654 | $1.70M | 0.87% | +95+0.4% | Added |
| Axxcess Wealth Management, LLC | 21,652 | $1.70M | 0.06% | +8,361+62.9% | Added |
| Two Sigma Securities, LLC | 21,570 | $1.69M | 0.08% | +12,917+149.3% | Added |
| Connolly Sarah T. | 21,514 | $1.69M | 1.11% | −100.0% | Reduced |
| Parsons Capital Management Inc | 21,395 | $1.68M | 0.13% | −1,631−7.1% | Reduced |
| Acadian Asset Management LLC | 21,370 | $1.67M | 0.01% | −46,999−68.7% | Reduced |
| HBK Sorce Advisory LLC | 21,331 | $1.67M | 0.07% | +45+0.2% | Added |
| Drexel Morgan & Co. | 21,326 | $1.67M | 0.45% | +625+3.0% | Added |
| Comgest Global Investors S.A.S. | 21,300 | $1.67M | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21,253 | $1.67M | 0.44% | −2,586−10.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 21,179 | $1.66M | 0.54% | −1,342−6.0% | Reduced |
| Webster Bank, N. A. | 21,050 | $1.65M | 0.22% | −992−4.5% | Reduced |
| Bowen Hanes & Co Inc | 20,993 | $1.65M | 0.06% | −4,755−18.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,986 | $1.64M | 0.02% | −103,794−83.2% | Reduced |
| Autumn Glory Partners, LLC | 20,976 | $1.64M | 1.00% | +313+1.5% | Added |
| Larson Financial Group LLC | 20,956 | $1.64M | 0.16% | −2,009−8.7% | Reduced |
| Wahed Invest LLC | 20,861 | $1.63M | 0.53% | +1,877+9.9% | Added |
| Stock Yards Bank & Trust Co | 20,763 | $1.63M | 0.06% | +34+0.2% | Added |
| Ontario Teachers Pension Plan Board | 20,708 | $1.62M | 0.02% | +12,089+140.3% | Added |
| Parallel Advisors, LLC | 20,600 | $1.61M | 0.05% | +404+2.0% | Added |
| Charles Schwab Trust Co | 20,563 | $1.61M | 0.18% | −19−0.1% | Reduced |
| Money Concepts Capital Corp | 20,435 | $1.60M | 0.17% | +1,430+7.5% | Added |
| Profund Advisors LLC | 20,432 | $1.60M | 0.09% | −90−0.4% | Reduced |
| EP Wealth Advisors, LLC | 20,359 | $1.60M | 0.02% | −111,321−84.5% | Reduced |
| Pictet Bank & Trust Ltd | 20,282 | $1.59M | 1.71% | −612−2.9% | Reduced |
| AMG National Trust Bank | 20,280 | $1.59M | 0.06% | +3,228+18.9% | Added |
| Fernwood Investment Management, LLC | 20,246 | $1.59M | 0.57% | +100+0.5% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,208 | $1.58M | 0.71% | +3,939+24.2% | Added |
| Sciencast Management LP | 20,122 | $1.58M | 0.72% | +9,364+87.0% | Added |
| LVW Advisors, LLC | 20,058 | $1.57M | 0.34% | −9,407−31.9% | Reduced |
| Matrix Trust Co | 20,023 | $1.57M | 0.41% | +226+1.1% | Added |
| Agate Pass Investment Management, LLC | 19,969 | $1.56M | 1.06% | −380−1.9% | Reduced |
| Equitable Trust Co | 19,933 | $1.56M | 0.13% | −685−3.3% | Reduced |
| MV Capital Management, Inc. | 19,923 | $1.56M | 0.21% | +529+2.7% | Added |
| Venture Visionary Partners LLC | 19,766 | $1.55M | 0.09% | −261−1.3% | Reduced |
| Greenleaf Trust | 19,727 | $1.55M | 0.02% | −1,841−8.5% | Reduced |
| Strategic Investment Solutions, Inc. | 18,478 | $1.54M | 0.02% | +18,200+6,546.8% | Added |
| Delaney Dennis R | 19,675 | $1.54M | 0.99% | +4,300+28.0% | Added |
| AXS Investments LLC | 19,631 | $1.54M | 0.40% | +537+2.8% | Added |
| WSFS Capital Management, LLC | 19,608 | $1.54M | 0.10% | +3,752+23.7% | Added |
| Griffin Asset Management, Inc. | 19,540 | $1.53M | 0.22% | −806−4.0% | Reduced |
| Gotham Asset Management, LLC | 19,533 | $1.53M | 0.03% | −38,647−66.4% | Reduced |
| Albion Financial Group | 19,497 | $1.53M | 0.14% | +2,279+13.2% | Added |
| Benin Management CORP | 19,456 | $1.52M | 0.57% | +75+0.4% | Added |
| Bray Capital Advisors | 19,453 | $1.52M | 0.46% | −425−2.1% | Reduced |
| Peloton Wealth Strategists | 19,450 | $1.52M | 0.70% | −13,450−40.9% | Reduced |
| Western Wealth Management, LLC | 19,439 | $1.52M | 0.13% | +1,392+7.7% | Added |
| Northcape Wealth Management, LLC | 19,344 | $1.52M | 0.58% | +10,477+118.2% | Added |
| Signet Investment Advisory Group, Inc. | 19,284 | $1.51M | 1.00% | +737+4.0% | Added |
| Tradition Wealth Management, LLC | 19,288 | $1.51M | 0.18% | +3,788+24.4% | Added |
| Raleigh Capital Management Inc. | 19,136 | $1.50M | 0.76% | +2,161+12.7% | Added |
| First Bank & Trust | 19,095 | $1.50M | 0.39% | +1,070+5.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 19,075 | $1.49M | 0.44% | 00.0% | Unchanged |
| Diversified Trust Co | 19,051 | $1.49M | 0.06% | −3,761−16.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 19,037 | $1.49M | 0.24% | +1,719+9.9% | Added |
| Allworth Financial LP | 19,019 | $1.49M | 0.01% | −8,232−30.2% | Reduced |
| Cascade Investment Advisors, Inc. | 19,019 | $1.49M | 1.18% | +15+0.1% | Added |
| Highlander Capital Management, LLC | 19,006 | $1.49M | 0.59% | +2,950+18.4% | Added |
| Clearstead Advisors, LLC | 18,955 | $1.49M | 0.09% | −220−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 18,954 | $1.49M | 0.34% | −259−1.3% | Reduced |
| Fiduciary Group LLC | 18,902 | $1.48M | 0.19% | −538−2.8% | Reduced |
| New England Asset Management Inc | 18,800 | $1.47M | 0.24% | −3,144−14.3% | Reduced |
| Evergreen Wealth Management, LLC | 18,655 | $1.46M | 1.16% | +278+1.5% | Added |
| Insight Wealth Strategies, LLC | 18,591 | $1.46M | 0.28% | +1,972+11.9% | Added |
| City Holding Co | 18,544 | $1.45M | 0.26% | −2,917−13.6% | Reduced |
| New England Research & Management, Inc. | 18,504 | $1.45M | 0.83% | −450−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 18,503 | $1.45M | 0.06% | −6,851−27.0% | Reduced |
| Rockland Trust Co | 18,495 | $1.45M | 0.09% | +2,886+18.5% | Added |
| Legacy Wealth Asset Management, LLC | 18,417 | $1.44M | 0.53% | −2,899−13.6% | Reduced |
| Berkeley Capital Partners, LLC | 18,390 | $1.44M | 0.52% | +395+2.2% | Added |
| Red Spruce Capital, LLC | 18,369 | $1.44M | 0.82% | −692−3.6% | Reduced |
| Rehmann Capital Advisory Group | 18,349 | $1.44M | 0.13% | +2,588+16.4% | Added |
| AIMZ Investment Advisors, LLC | 18,318 | $1.44M | 0.64% | −96−0.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 18,267 | $1.43M | 1.22% | +3,914+27.3% | Added |
| Telemus Capital, LLC | 18,253 | $1.43M | 0.13% | −2,801−13.3% | Reduced |
| BlueCrest Capital Management Ltd | 18,223 | $1.43M | 0.22% | +18,223 | New |
| CenterBook Partners LP | 18,173 | $1.42M | 0.18% | +3,399+23.0% | Added |
| Epiq Partners, LLC | 18,153 | $1.42M | 1.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18,073 | $1.42M | 0.17% | +144+0.8% | Added |
| Charter Oak Capital Management, LLC | 18,064 | $1.42M | 0.19% | −61−0.3% | Reduced |
| NBT Bank N A | 18,042 | $1.41M | 0.14% | −689−3.7% | Reduced |
| Game Creek Capital, LP | 18,000 | $1.41M | 0.94% | +5,750+46.9% | Added |
| Verdence Capital Advisors LLC | 17,935 | $1.41M | 0.15% | +2,480+16.0% | Added |
| Lederer & Associates Investment Counsel | 17,760 | $1.39M | 1.11% | +459+2.7% | Added |
| Wolff Wiese Magana LLC | 17,746 | $1.39M | 1.13% | +1,110+6.7% | Added |
| Lakeside Advisors, INC. | 17,592 | $1.38M | 1.06% | −95−0.5% | Reduced |
| Regatta Capital Group, LLC | 17,563 | $1.38M | 0.44% | +3,894+28.5% | Added |
| GPS Wealth Strategies Group, LLC | 17,475 | $1.37M | 0.26% | +15,970+1,061.1% | Added |
| Trust Co of Toledo NA | 17,462 | $1.37M | 0.27% | +242+1.4% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.37M | 0.07% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 17,262 | $1.36M | 0.57% | +3,202+22.8% | Added |
| Dudley Capital Management, LLC | 17,356 | $1.36M | 0.95% | +51+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 17,236 | $1.35M | 0.14% | +1,190+7.4% | Added |