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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 13,179 | $1.04M | 0.14% | −28−0.2% | Reduced |
| Peoples Bank | 13,290 | $1.04M | 0.89% | +13,290 | New |
| Pflug Koory, LLC | 13,257 | $1.04M | 0.60% | +156+1.2% | Added |
| Stratos Wealth Advisors, LLC | 13,227 | $1.04M | 0.07% | +151+1.2% | Added |
| Main Street Financial Solutions, LLC | 13,216 | $1.04M | 0.15% | −242−1.8% | Reduced |
| Central Trust Co | 13,182 | $1.03M | 0.03% | +3,041+30.0% | Added |
| Bank of Hawaii | 13,095 | $1.03M | 0.06% | +699+5.6% | Added |
| Ostrum Asset Management | 13,081 | $1.03M | 0.09% | −14,774−53.0% | Reduced |
| Platform Technology Partners | 13,021 | $1.02M | 0.48% | +1,028+8.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,019 | $1.02M | 0.10% | +18+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 13,012 | $1.02M | 0.02% | −4,866−27.2% | Reduced |
| 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 |
| Viawealth, LLC | 12,990 | $1.02M | 0.75% | +1,535+13.4% | Added |
| Perigon Wealth Management, LLC | 12,918 | $1.01M | 0.04% | +220+1.7% | Added |
| Stiles Financial Services Inc | 12,911 | $1.01M | 0.52% | −2,164−14.4% | Reduced |
| Claro Advisors LLC | 12,887 | $1.01M | 0.25% | +1,554+13.7% | Added |
| Lipe & Dalton | 12,860 | $1.01M | 0.61% | +10.0% | Added |
| Bartlett & Co. LLC | 12,737 | $1.01M | 0.02% | −59−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,737 | $1.01M | 0.02% | −59−0.5% | Reduced |
| Martin Investment Management, LLC | 12,840 | $1.01M | 0.30% | −205−1.6% | Reduced |
| ABLE Financial Group, LLC | 12,799 | $1.00M | 0.50% | −5,824−31.3% | Reduced |
| Gs Investments, Inc. | 12,790 | $1.00M | 0.57% | −500−3.8% | Reduced |
| Monetary Management Group Inc | 12,725 | $997.1K | 0.33% | −450−3.4% | Reduced |
| Manhattan West Asset Management, LLC | 13,700 | $991.7K | 0.31% | +2,083+17.9% | Added |
| Colton Groome Financial Advisors, LLC | 12,656 | $991.7K | 0.50% | +2,786+28.2% | Added |
| Smith, Moore & Co. | 12,616 | $988.6K | 0.13% | +7+0.1% | Added |
| NVWM, LLC | 12,505 | $988.5K | 0.32% | +1,809+16.9% | Added |
| Peapack Gladstone Financial Corp | 12,603 | $988.0K | 0.02% | −319−2.5% | Reduced |
| Hilltop Holdings Inc. | 12,609 | $988.0K | 0.12% | −77−0.6% | Reduced |
| Strategic Blueprint, LLC | 12,584 | $986.1K | 0.09% | −65−0.5% | Reduced |
| Angeles Investment Advisors, LLC | 12,499 | $985.5K | 0.08% | +3,905+45.4% | Added |
| Transatlantique Private Wealth LLC | 12,512 | $969.6K | 0.52% | +69+0.6% | Added |
| LS Investment Advisors, LLC | 12,355 | $968.1K | 0.18% | +1,810+17.2% | Added |
| 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 |
| Old National Bancorp | 12,316 | $965.1K | 0.03% | −936−7.1% | Reduced |
| Tectonic Advisors LLC | 12,297 | $963.6K | 0.09% | −197−1.6% | Reduced |
| Coldstream Capital Management Inc | 12,292 | $963.2K | 0.03% | +24+0.2% | Added |
| Marcum Wealth, LLC | 12,290 | $963.0K | 0.12% | +2,069+20.2% | Added |
| International Assets Investment Management, LLC | 12,305 | $962.5K | 0.13% | −256−2.0% | Reduced |
| DT Investment Partners, LLC | 12,206 | $956.5K | 0.12% | +130+1.1% | Added |
| Dumont & Blake Investment Advisors LLC | 12,190 | $955.0K | 0.32% | +60+0.5% | Added |
| Auxano Advisors, LLC | 12,171 | $953.7K | 0.39% | +2,865+30.8% | Added |
| Connectus Wealth, LLC | 12,156 | $952.8K | 0.02% | −318−2.5% | Reduced |
| Mach-1 Financial Group, Inc. | 12,111 | $949.0K | 0.40% | −9,635−44.3% | Reduced |
| Independent Financial Group, LLC | 12,089 | $947.3K | 0.06% | −3,666−23.3% | Reduced |
| Summit Global Investments | 12,080 | $947.0K | 0.06% | −359−2.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,078 | $946.4K | 0.16% | −165−1.3% | Reduced |
| Sawgrass Asset Management LLC | 12,057 | $944.8K | 0.11% | −81−0.7% | Reduced |
| Morningstar Investment Management LLC | 12,039 | $943.0K | 0.13% | +275+2.3% | Added |
| Canvas Wealth Advisors, LLC | 12,969 | $942.9K | 0.39% | −2,943−18.5% | Reduced |
| Scott Investment Partners LLP | 12,000 | $940.0K | 2.16% | 00.0% | Unchanged |
| Maven Securities LTD | 11,983 | $939.0K | 0.10% | +11,983 | New |
| Provenance Wealth Advisors, LLC | 11,979 | $938.7K | 0.15% | +11,979 | New |
| Wills Financial Group, Inc. | 11,940 | $935.6K | 0.51% | +4,038+51.1% | Added |
| Sowell Financial Services LLC | 11,809 | $934.0K | 0.06% | −19,791−62.6% | Reduced |
| Foundations Investment Advisors, LLC | 11,917 | $933.8K | 0.03% | −918−7.2% | Reduced |
| Summit Trail Advisors, LLC | 11,807 | $933.5K | 0.03% | −1,142−8.8% | Reduced |
| EFG Asset Management (North America) Corp. | 11,871 | $930.0K | 0.22% | −457−3.7% | Reduced |
| Kinneret Advisory, LLC | 11,708 | $925.5K | 0.11% | −7−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 11,739 | $919.9K | 0.17% | +789+7.2% | Added |
| Accredited Investors Inc. | 11,738 | $919.8K | 0.07% | +868+8.0% | Added |
| PFG Advisors | 11,631 | $911.4K | 0.08% | −1,334−10.3% | Reduced |
| iA Global Asset Management Inc. | 11,619 | $910.0K | 0.02% | +11,619 | New |
| Lincoln National Corp | 11,450 | $897.2K | 0.02% | +1,172+11.4% | Added |
| Csenge Advisory Group | 11,373 | $891.2K | 0.06% | +744+7.0% | Added |
| Kennicott Capital Management LLC | 3,298 | $890.7K | 0.51% | −6,596−66.7% | Reduced |
| Johnson Financial Group, Inc. | 11,253 | $887.8K | 0.06% | −122−1.1% | Reduced |
| McDonald Partners LLC | 11,319 | $886.9K | 0.29% | +94+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 11,305 | $885.8K | 0.01% | −426−3.6% | Reduced |
| Northstar Asset Management LLC | 11,302 | $885.6K | 0.26% | −225−2.0% | Reduced |
| Bryn Mawr Trust Co | 11,228 | $879.8K | 0.04% | −3,346−23.0% | Reduced |
| Moseley Investment Management Inc | 11,163 | $874.7K | 0.52% | +145+1.3% | Added |
| Chilton Capital Management LLC | 11,162 | $874.7K | 0.05% | −37−0.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,148 | $873.6K | 0.99% | −100−0.9% | Reduced |
| BigSur Wealth Management LLC | 11,000 | $869.5K | 0.44% | −500−4.3% | Reduced |
| Coastline Trust Co | 11,090 | $869.0K | 0.13% | −2,210−16.6% | Reduced |
| Evergreen Capital Management LLC | 10,994 | $868.6K | 0.04% | −3,740−25.4% | Reduced |
| SeaCrest Wealth Management, LLC | 11,085 | $868.6K | 0.11% | −98−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,059 | $866.6K | 0.09% | +1,169+11.8% | Added |
| First County Bank | 11,051 | $866.0K | 0.45% | −2,413−17.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 11,039 | $865.0K | 0.30% | +11,039 | New |
| Cito Capital Group, LLC | 10,938 | $863.0K | 0.42% | +2,400+28.1% | Added |
| Park Place Capital Corp | 11,008 | $862.6K | 0.25% | +646+6.2% | Added |
| Etesian Wealth Advisors, Inc. | 11,005 | $862.4K | 0.58% | −485−4.2% | Reduced |
| Bigelow Investment Advisors, LLC | 11,001 | $862.0K | 0.49% | −14−0.1% | Reduced |
| Hoylecohen, LLC | 10,996 | $861.7K | 0.08% | −557−4.8% | Reduced |
| 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 |
| First National Bank & Trust Co of Newtown | 10,949 | $857.9K | 0.20% | 00.0% | Unchanged |
| Marshall Wace, LLP | 10,938 | $857.1K | 0.00% | −541,162−98.0% | Reduced |
| Wellington Shields & Co., LLC | 10,935 | $856.9K | 0.21% | +600+5.8% | Added |
| Mork Capital Management, LLC | 10,890 | $853.3K | 0.67% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 10,888 | $853.2K | 1.43% | −178−1.6% | Reduced |
| Bangor Savings Bank | 10,849 | $850.1K | 0.10% | +16+0.1% | Added |
| First Financial Bank - Trust Division | 10,841 | $849.5K | 0.09% | 00.0% | Unchanged |
| Rothschild Investment Corp | 10,757 | $843.0K | 0.07% | −382−3.4% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,730 | $840.9K | 0.24% | +10,730 | New |
| Trustco Bank Corp N Y | 10,701 | $838.5K | 0.96% | +30+0.3% | Added |