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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 17,190 | $1.35M | 0.20% | +13,458+360.6% | Added |
| Voya Financial Advisors, Inc. | 17,116 | $1.35M | 0.17% | +1,678+10.9% | Added |
| NTV Asset Management LLC | 17,090 | $1.34M | 0.24% | +444+2.7% | Added |
| Canandaigua National Bank & Trust Co | 17,042 | $1.34M | 0.22% | −377−2.2% | Reduced |
| Oarsman Capital, Inc. | 17,031 | $1.33M | 0.56% | +1,112+7.0% | Added |
| Beacon Financial Group | 16,235 | $1.32M | 0.19% | −740−4.4% | Reduced |
| Jacobi Capital Management LLC | 16,879 | $1.32M | 0.15% | −1,462−8.0% | Reduced |
| 1st Source Bank | 16,859 | $1.32M | 0.09% | −875−4.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,752 | $1.31M | 0.03% | +748+4.7% | Added |
| XML Financial, LLC | 16,740 | $1.31M | 0.16% | −577−3.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 16,697 | $1.31M | 0.36% | +16,697 | New |
| Greenwood Capital Associates LLC | 16,646 | $1.30M | 0.19% | +555+3.4% | Added |
| Harbor Investment Advisory, LLC | 16,605 | $1.30M | 0.17% | −954−5.4% | Reduced |
| Founders Financial Securities LLC | 16,546 | $1.30M | 0.17% | −195−1.2% | Reduced |
| Altfest L J & Co Inc | 16,368 | $1.28M | 0.20% | +329+2.1% | Added |
| C2C Wealth Management, LLC | 16,552 | $1.28M | 0.18% | +800+5.1% | Added |
| Integrated Advisors Network LLC | 16,336 | $1.28M | 0.08% | −12,451−43.3% | Reduced |
| Westside Investment Management, Inc. | 16,326 | $1.28M | 0.37% | +720+4.6% | Added |
| Outfitter Financial LLC | 16,324 | $1.28M | 1.20% | +670+4.3% | Added |
| Forum Financial Management, LP | 16,256 | $1.27M | 0.03% | −520−3.1% | Reduced |
| Capital Investment Advisory Services, LLC | 16,146 | $1.27M | 0.13% | −557−3.3% | Reduced |
| Harrington Investments, INC | 16,073 | $1.26M | 0.87% | −201−1.2% | Reduced |
| Apriem Advisors | 16,028 | $1.26M | 0.18% | −77,328−82.8% | Reduced |
| IHT Wealth Management, LLC | 15,960 | $1.25M | 0.06% | +3,266+25.7% | Added |
| Principle Wealth Partners LLC | 15,909 | $1.25M | 0.13% | −1,437−8.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,856 | $1.24M | 0.10% | +399+2.6% | Added |
| First National Advisers, LLC | 15,844 | $1.24M | 0.55% | +10,435+192.9% | Added |
| Meeder Advisory Services, Inc. | 15,770 | $1.24M | 0.16% | −2,551−13.9% | Reduced |
| Wealth Advisory Solutions, LLC | 15,502 | $1.24M | 0.24% | +5,293+51.8% | Added |
| Doliver Advisors, LP | 15,718 | $1.23M | 0.37% | +295+1.9% | Added |
| Essex Financial Services, Inc. | 15,643 | $1.23M | 0.14% | +2,001+14.7% | Added |
| Signaturefd, LLC | 15,600 | $1.22M | 0.03% | +1,061+7.3% | Added |
| Trust Asset Management LLC | 15,600 | $1.22M | 0.13% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 15,540 | $1.22M | 0.80% | +1,252+8.8% | Added |
| Moneta Group Investment Advisors LLC | 15,528 | $1.22M | 0.03% | +791+5.4% | Added |
| Ameritas Advisory Services, LLC | 15,810 | $1.21M | 0.06% | +11,664+281.3% | Added |
| GoalVest Advisory LLC | 15,433 | $1.21M | 0.61% | −164−1.1% | Reduced |
| Qtron Investments LLC | 15,395 | $1.21M | 0.23% | +2,095+15.8% | Added |
| Dakota Wealth Management | 15,344 | $1.20M | 0.05% | +1,661+12.1% | Added |
| TCM Advisors, LLC | – | $1.20M | 1.07% | – | – |
| Dempze Nancy E | 15,269 | $1.20M | 1.07% | +1,385+10.0% | Added |
| IFP Advisors, Inc | 15,245 | $1.19M | 0.05% | −4,987−24.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.19M | 1.11% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 14,745 | $1.19M | 0.42% | −2,716−15.6% | Reduced |
| Investment House LLC | 15,183 | $1.19M | 0.09% | −132−0.9% | Reduced |
| Equitable Holdings, Inc. | 15,172 | $1.19M | 0.02% | +2,277+17.7% | Added |
| ICW Investment Advisors LLC | 15,143 | $1.19M | 0.64% | +396+2.7% | Added |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.19M | 0.35% | +3,474+29.8% | Added |
| Schulhoff & Co Inc | 14,990 | $1.17M | 0.59% | −1,127−7.0% | Reduced |
| Whitener Capital Management, Inc. | 14,990 | $1.17M | 0.47% | +192+1.3% | Added |
| Pitcairn Co | 14,960 | $1.17M | 0.10% | +1,874+14.3% | Added |
| Bellecapital International Ltd. | 14,948 | $1.17M | 0.29% | +45+0.3% | Added |
| Baader Bank INC | 14,900 | $1.17M | 0.11% | +14,900 | New |
| Engineers Gate Manager LP | 14,868 | $1.17M | 0.04% | −12,071−44.8% | Reduced |
| Riverview Capital Advisers, LLC | 14,858 | $1.16M | 0.52% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 14,792 | $1.16M | 0.46% | −208−1.4% | Reduced |
| Sandy Spring Bank | 14,775 | $1.16M | 0.06% | −3,438−18.9% | Reduced |
| RSM US Wealth Management LLC | 14,616 | $1.16M | 0.04% | +1,815+14.2% | Added |
| HMS Capital Management, LLC | 14,733 | $1.15M | 0.76% | +1,656+12.7% | Added |
| Spire Wealth Management | 14,731 | $1.15M | 0.04% | +611+4.3% | Added |
| Concentric Capital Strategies, LP | 14,717 | $1.15M | 0.13% | +14,717 | New |
| Duff & Phelps Investment Management Co | 14,714 | $1.15M | 0.02% | +157+1.1% | Added |
| Insight Inv LLC | 15,808 | $1.14M | 1.27% | −215−1.3% | Reduced |
| Community Bank of Raymore | 14,585 | $1.14M | 0.53% | −130−0.9% | Reduced |
| Buckingham Capital Management, Inc. | 14,566 | $1.14M | 0.17% | +946+6.9% | Added |
| Ballentine Partners, LLC | 14,475 | $1.13M | 0.03% | −353−2.4% | Reduced |
| Golden State Equity Partners | 14,473 | $1.13M | 0.32% | −3,233−18.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 14,365 | $1.13M | 0.92% | +554+4.0% | Added |
| Investors Research Corp | 14,364 | $1.13M | 0.29% | +41+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 14,281 | $1.12M | 0.11% | +562+4.1% | Added |
| Chiron Capital Management, LLC | 14,300 | $1.12M | 0.96% | +9,100+175.0% | Added |
| Xcel Wealth Management, LLC | 14,229 | $1.11M | 0.44% | −3,702−20.6% | Reduced |
| Cigna Investments Inc | 14,202 | $1.11M | 0.26% | −1,911−11.9% | Reduced |
| Arnhold LLC | 14,140 | $1.11M | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,081 | $1.10M | 0.03% | −1,297−8.4% | Reduced |
| Benjamin Edwards Inc | 14,063 | $1.10M | 0.26% | +666+5.0% | Added |
| Calamos Wealth Management LLC | 14,007 | $1.10M | 0.08% | +1,896+15.7% | Added |
| Confluence Wealth Services, Inc. | 13,929 | $1.09M | 0.22% | −14−0.1% | Reduced |
| Bowman & Co S.C. | 13,883 | $1.09M | 0.87% | +810+6.2% | Added |
| Nicholas Hoffman & Company, LLC. | 13,839 | $1.08M | 0.08% | −169−1.2% | Reduced |
| CFS Investment Advisory Services, LLC | 13,793 | $1.08M | 0.17% | +48+0.3% | Added |
| High Net Worth Advisory Group LLC | 13,793 | $1.08M | 0.43% | −13−0.1% | Reduced |
| First Foundation Advisors | 13,784 | $1.08M | 0.05% | −2,260−14.1% | Reduced |
| Neville Rodie & Shaw Inc | 13,788 | $1.08M | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,731 | $1.08M | 0.04% | −32−0.2% | Reduced |
| Wealth Alliance | 13,715 | $1.07M | 0.17% | +50+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,695 | $1.07M | 0.07% | +93+0.7% | Added |
| Page Arthur B | 13,687 | $1.07M | 1.11% | +46+0.3% | Added |
| Sentry LLC | 13,644 | $1.07M | 0.23% | 00.0% | Unchanged |
| CNB Bank | 13,618 | $1.07M | 0.63% | −1,452−9.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,614 | $1.07M | 0.22% | +1,850+15.7% | Added |
| MSH Capital Advisors LLC | 13,613 | $1.07M | 0.42% | +451+3.4% | Added |
| Aberdeen Wealth Management LLC | 13,579 | $1.06M | 0.80% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,516 | $1.06M | 0.17% | +13,516 | New |
| Legacy Financial Advisors, Inc. | 13,440 | $1.05M | 0.21% | +561+4.4% | Added |
| NEOS Investment Management LLC | 13,425 | $1.05M | 0.13% | +13,425 | New |
| Guardian Wealth Management, Inc. | 13,418 | $1.05M | 0.98% | −22−0.2% | Reduced |
| Strong Tower Advisory Services | 13,370 | $1.05M | 0.52% | +301+2.3% | Added |
| Rossmore Private Capital | 13,350 | $1.05M | 0.16% | −60.0% | Reduced |
| Avidian Wealth Solutions, LLC | 13,330 | $1.04M | 0.07% | −6,989−34.4% | Reduced |