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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 10,660 | $838.0K | 0.11% | +3,745+54.2% | Added |
| Brighton Jones LLC | 10,672 | $836.3K | 0.04% | +626+6.2% | Added |
| AdvisorNet Financial, Inc | 10,672 | $836.3K | 0.08% | −2,303−17.7% | Reduced |
| River Street Advisors LLC | 10,661 | $835.4K | 0.79% | +467+4.6% | Added |
| Naviter Wealth, LLC | 10,502 | $830.2K | 0.20% | +529+5.3% | Added |
| Personal Cfo Solutions, LLC | 10,580 | $829.1K | 0.16% | −10.0% | Reduced |
| American Trust | 10,567 | $828.0K | 0.06% | −2,763−20.7% | Reduced |
| FirstPurpose Wealth LLC | 10,517 | $824.1K | 0.36% | +989+10.4% | Added |
| Washington Capital Management Inc | 10,465 | $820.0K | 0.75% | 00.0% | Unchanged |
| Kure Advisory, LLC | 10,426 | $817.0K | 0.46% | +10,426 | New |
| Strengthening Families & Communities, LLC | 10,407 | $815.0K | 0.35% | +1,521+17.1% | Added |
| Great Lakes Retirement, Inc. | 10,361 | $811.9K | 0.15% | +316+3.1% | Added |
| DMG Group, LLC | 10,341 | $810.3K | 0.82% | +269+2.7% | Added |
| Key Bridge Compliance, LLC | 10,337 | $810.0K | 0.25% | +10,337 | New |
| Vicus Capital | 10,328 | $809.3K | 0.08% | −1,429−12.2% | Reduced |
| Private Trust Co NA | 10,324 | $809.0K | 0.11% | +105+1.0% | Added |
| Alera Investment Advisors, LLC | 10,299 | $807.0K | 0.13% | −171−1.6% | Reduced |
| Capstone Triton Financial Group, LLC | 10,280 | $805.5K | 0.59% | +656+6.8% | Added |
| WealthShield Partners, LLC | 10,130 | $805.4K | 0.12% | −7,375−42.1% | Reduced |
| Montag A & Associates Inc | 10,181 | $803.8K | 0.05% | +667+7.0% | Added |
| Whittier Trust Co | 10,196 | $799.0K | 0.01% | +654+6.9% | Added |
| Harbour Investments, Inc. | 10,060 | $788.3K | 0.04% | +1,427+16.5% | Added |
| Cornerstone Wealth Management, LLC | 10,042 | $786.8K | 0.07% | +1,469+17.1% | Added |
| Summit Financial, LLC | 9,850 | $778.6K | 0.06% | −5,091−34.1% | Reduced |
| Jupiter Wealth Management LLC | 11,000 | $777.5K | 0.50% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 9,902 | $775.9K | 0.29% | −2,213−18.3% | Reduced |
| Chicago Trust Co NA | 9,901 | $775.8K | 0.19% | −843−7.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,870 | $773.4K | 0.23% | −9,466−49.0% | Reduced |
| Legacy Capital Group California, Inc. | 9,810 | $768.7K | 0.33% | +1,165+13.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,802 | $768.0K | 0.50% | +790+8.8% | Added |
| Jarislowsky, Fraser Ltd | 9,779 | $766.3K | 0.00% | −1,475−13.1% | Reduced |
| Exeter Financial, LLC | 9,752 | $764.2K | 0.40% | +580+6.3% | Added |
| Resources Investment Advisors, LLC. | 9,740 | $763.2K | 0.02% | +556+6.1% | Added |
| Winch Advisory Services, LLC | 9,737 | $763.0K | 0.28% | +272+2.9% | Added |
| CVA Family Office, LLC | 9,720 | $761.7K | 0.17% | −233−2.3% | Reduced |
| Colonial Trust Co | 9,650 | $756.2K | 0.19% | +1,460+17.8% | Added |
| First Commonwealth Financial Corp | 9,643 | $755.6K | 0.25% | +165+1.7% | Added |
| CX Institutional | 9,630 | $754.6K | 0.04% | −38−0.4% | Reduced |
| Valmark Advisers, Inc. | 9,615 | $753.4K | 0.02% | +461+5.0% | Added |
| Wealthspire Advisors, LLC | 9,558 | $749.0K | 0.01% | +2,824+41.9% | Added |
| First Pacific Financial | 9,558 | $749.0K | 0.33% | −126−1.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,555 | $748.7K | 0.25% | +42+0.4% | Added |
| Tiaa Trust, National Association | 9,541 | $747.6K | 0.00% | +9,541 | New |
| DCM Advisors, LLC | 9,467 | $741.8K | 0.34% | −555−5.5% | Reduced |
| Corundum Group, Inc. | 9,452 | $740.7K | 0.42% | −516−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 9,447 | $740.3K | 0.08% | −984−9.4% | Reduced |
| Girard Partners Ltd. | 9,399 | $736.5K | 0.08% | −11,332−54.7% | Reduced |
| Ritholtz Wealth Management | 9,376 | $734.7K | 0.03% | +1,550+19.8% | Added |
| Violich Capital Management, Inc. | 9,365 | $734.0K | 0.13% | −1,950−17.2% | Reduced |
| Stableford Capital II LLC | 10,392 | $731.3K | 0.34% | +10.0% | Added |
| Aspire Wealth Management Corp | 9,330 | $731.1K | 0.56% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 9,327 | $730.9K | 0.31% | +38+0.4% | Added |
| Barry Investment Advisors, LLC | 9,239 | $730.7K | 0.26% | −477−4.9% | Reduced |
| Merit Financial Group, LLC | 9,219 | $722.4K | 0.02% | +1,104+13.6% | Added |
| Diligent Investors, LLC | 9,210 | $721.7K | 0.22% | 00.0% | Unchanged |
| Patten Group, Inc. | 9,163 | $718.0K | 0.21% | −1,067−10.4% | Reduced |
| Loudon Investment Management, LLC | 9,152 | $717.2K | 0.49% | −127−1.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,099 | $713.0K | 0.03% | +1,651+22.2% | Added |
| ELCO Management Co., LLC | 9,063 | $710.2K | 0.51% | −1,552−14.6% | Reduced |
| Pitti Group Wealth Management, LLC | 9,024 | $707.1K | 0.81% | +1,022+12.8% | Added |
| Burney Co | 9,014 | $706.3K | 0.03% | −84−0.9% | Reduced |
| Intrust Bank NA | 8,976 | $703.4K | 0.09% | +930+11.6% | Added |
| Balentine LLC | 8,959 | $702.0K | 0.02% | +92+1.0% | Added |
| Virtu Financial LLC | 8,938 | $700.0K | 0.07% | +8,938 | New |
| Beacon Investment Advisors LLC | 8,918 | $698.8K | 0.49% | +33+0.4% | Added |
| Cypress Capital Group | 8,909 | $698.1K | 0.10% | +593+7.1% | Added |
| J.W. Cole Advisors, Inc. | 8,883 | $696.1K | 0.05% | +458+5.4% | Added |
| McDaniel Terry & Co | 8,881 | $696.0K | 0.07% | +190+2.2% | Added |
| Blume Capital Management, Inc. | 8,840 | $692.7K | 0.21% | +8,840 | New |
| Ronald Blue Trust, Inc. | 7,845 | $691.0K | 0.01% | +3,502+80.6% | Added |
| BSW Wealth Partners | 8,796 | $689.2K | 0.15% | −862−8.9% | Reduced |
| Jmac Enterprises LLC | 8,793 | $689.0K | 0.17% | +800+10.0% | Added |
| TLWM | 8,756 | $686.1K | 0.18% | +223+2.6% | Added |
| Pacitti Group Inc. | 8,688 | $685.4K | 0.48% | −992−10.2% | Reduced |
| Roberts Glore & Co Inc | 8,730 | $684.1K | 0.23% | −450−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,719 | $683.2K | 0.09% | −805−8.5% | Reduced |
| Foster & Motley Inc | 8,710 | $683.0K | 0.06% | +343+4.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,586 | $680.0K | 0.05% | −3,208−27.2% | Reduced |
| Glen Eagle Advisors, LLC | 8,640 | $677.0K | 0.16% | −125−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 8,617 | $675.2K | 0.06% | −466−5.1% | Reduced |
| LCNB Corp | 8,598 | $673.7K | 0.30% | −170−1.9% | Reduced |
| Encompass Wealth Advisors, LLC | 8,577 | $672.1K | 0.22% | +6+0.1% | Added |
| Central Bank & Trust Co | 8,530 | $668.4K | 0.12% | −412−4.6% | Reduced |
| Virtue Capital Management, LLC | 7,683 | $667.4K | 0.11% | 00.0% | Unchanged |
| Archer Investment Corp | 8,517 | $667.4K | 0.23% | +1,500+21.4% | Added |
| Biltmore Family Office, LLC | 8,432 | $666.6K | 0.15% | −125−1.5% | Reduced |
| Titleist Asset Management, LLC | 8,506 | $666.5K | 0.14% | +107+1.3% | Added |
| Shelton Capital Management | 8,457 | $662.7K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 8,404 | $658.5K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 8,651 | $658.5K | 0.13% | −58−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 8,400 | $658.2K | 0.07% | −4,129−33.0% | Reduced |
| Optas, LLC | 8,365 | $655.5K | 0.22% | +334+4.2% | Added |
| Kades & Cheifetz LLC | 8,341 | $653.6K | 0.52% | −8−0.1% | Reduced |
| Martin & Co Inc | 8,320 | $652.0K | 0.17% | −13−0.2% | Reduced |
| Malaga Cove Capital, LLC | 8,288 | $649.4K | 0.30% | −78−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 8,232 | $645.1K | 0.01% | −20.0% | Reduced |
| Fosun International Ltd | 8,230 | $644.9K | 0.10% | +4,950+150.9% | Added |
| Chesapeake Asset Management LLC | 8,210 | $643.3K | 0.63% | +2,494+43.6% | Added |
| GYL Financial Synergies, LLC | 8,195 | $642.1K | 0.06% | −85−1.0% | Reduced |
| Cambridge Advisors Inc. | 8,184 | $641.3K | 0.17% | −150−1.8% | Reduced |