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 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 8,176 | $640.7K | 0.15% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 8,797 | $636.5K | 0.86% | +304+3.6% | Added |
| Continuum Advisory, LLC | 8,122 | $636.4K | 0.10% | +835+11.5% | Added |
| Financial Insights, Inc. | 9,019 | $636.4K | 0.23% | +1,687+23.0% | Added |
| City State Bank | 8,083 | $633.0K | 0.35% | −443−5.2% | Reduced |
| Farther Finance Advisors, LLC | 8,014 | $628.0K | 0.10% | +3,964+97.9% | Added |
| Grove Bank & Trust | 8,012 | $627.8K | 0.13% | +1,257+18.6% | Added |
| Cim Investment Mangement Inc | 8,011 | $627.7K | 0.23% | −194−2.4% | Reduced |
| Iron Financial, LLC | 7,991 | $626.2K | 0.36% | +7,991 | New |
| WealthPlan Investment Management, LLC | 7,957 | $623.5K | 0.11% | +3,019+61.1% | Added |
| Centiva Capital, LP | 7,852 | $615.3K | 0.03% | −14,620−65.1% | Reduced |
| Duncker Streett & Co Inc | 7,809 | $611.9K | 0.14% | −23−0.3% | Reduced |
| Sittner & Nelson, LLC | 7,791 | $610.5K | 0.35% | +4+0.1% | Added |
| Sentry Investment Management LLC | 7,742 | $607.0K | 0.29% | −1,669−17.7% | Reduced |
| Prestige Wealth Management Group LLC | 7,645 | $604.4K | 0.15% | +106+1.4% | Added |
| Paragon Private Wealth Management, LLC | 7,699 | $603.3K | 0.50% | +595+8.4% | Added |
| Patten & Patten Inc | 7,652 | $599.6K | 0.05% | +75+1.0% | Added |
| Hunter Associates Investment Management LLC | 7,623 | $598.0K | 0.12% | −650−7.9% | Reduced |
| Clarius Group, LLC | 7,627 | $597.7K | 0.06% | −2,289−23.1% | Reduced |
| Baxter Bros Inc | 7,614 | $596.6K | 0.09% | −300−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 7,597 | $595.3K | 0.09% | +10+0.1% | Added |
| Icon Wealth Partners, LLC | 7,586 | $594.5K | 0.07% | −10,919−59.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $591.1K | 0.77% | −71−0.9% | Reduced |
| Thomasville National Bank | 7,538 | $590.7K | 0.06% | −348−4.4% | Reduced |
| American State Bank (Iowa) | 7,521 | $589.3K | 0.42% | +89+1.2% | Added |
| Silverlake Wealth Management LLC | 7,509 | $588.4K | 0.33% | +3,454+85.2% | Added |
| Transamerica Financial Advisors, Inc. | 7,499 | $588.0K | 0.08% | −249−3.2% | Reduced |
| Prudent Man Advisors, LLC | 7,499 | $587.6K | 0.23% | −9−0.1% | Reduced |
| Simmons Bank | 7,467 | $585.1K | 0.05% | +844+12.7% | Added |
| PrairieView Partners, LLC | 7,473 | $585.0K | 0.08% | −203−2.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 8,261 | $583.9K | 0.22% | −832−9.1% | Reduced |
| Penserra Capital Management LLC | 7,454 | $583.0K | 0.01% | −1,163−13.5% | Reduced |
| NewEdge Wealth, LLC | 7,428 | $582.0K | 0.02% | −1,966−20.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,412 | $580.8K | 0.06% | −228−3.0% | Reduced |
| Concord Wealth Partners | 7,403 | $580.1K | 0.12% | +1,752+31.0% | Added |
| Hartline Investment Corp | 7,375 | $577.9K | 0.10% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 7,327 | $574.1K | 0.75% | +7,327 | New |
| Pinnacle West Asset Management, Inc. | 7,300 | $572.0K | 0.56% | +1,225+20.2% | Added |
| SPC Financial, Inc. | 7,280 | $570.4K | 0.06% | +1,419+24.2% | Added |
| D.B. Root & Company, LLC | 7,270 | $569.7K | 0.22% | +114+1.6% | Added |
| Northwest Bancshares, Inc. | 7,267 | $569.4K | 0.11% | +44+0.6% | Added |
| Symmetry Partners, LLC | 7,263 | $569.0K | 0.03% | −870−10.7% | Reduced |
| Lewis Capital Management, LLC | 7,219 | $565.7K | 0.88% | −222−3.0% | Reduced |
| Ropes Wealth Advisors LLC | 7,205 | $564.6K | 0.11% | +1,269+21.4% | Added |
| YHB Investment Advisors, Inc. | 7,183 | $562.9K | 0.05% | −680−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,183 | $562.9K | 0.17% | +387+5.7% | Added |
| Howland Capital Management LLC | 7,138 | $560.8K | 0.03% | −56,251−88.7% | Reduced |
| Graypoint LLC | 7,132 | $558.9K | 0.05% | −996−12.3% | Reduced |
| Montecito Bank & Trust | 7,130 | $558.7K | 0.13% | +690+10.7% | Added |
| Reuter James Wealth Management, LLC | 7,128 | $558.5K | 0.42% | +786+12.4% | Added |
| Windsor Capital Management, LLC | 7,112 | $557.3K | 0.19% | +516+7.8% | Added |
| Biltmore Wealth Management, LLC | 7,084 | $555.1K | 0.27% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,069 | $553.9K | 0.13% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,055 | $552.8K | 0.13% | +187+2.7% | Added |
| High Note Wealth, LLC | 7,044 | $552.0K | 0.23% | +1,632+30.2% | Added |
| Tilt Investment Management Holdings, PBC | 7,041 | $551.7K | 0.39% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,040 | $551.7K | 0.06% | −1,292−15.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,026 | $550.6K | 0.35% | +400+6.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 7,008 | $549.1K | 0.16% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 7,001 | $548.6K | 0.16% | +2,865+69.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,988 | $547.6K | 0.29% | +51+0.7% | Added |
| Guidance Capital, Inc | 7,154 | $547.6K | 0.25% | +565+8.6% | Added |
| Mather Group, LLC. | 6,988 | $547.6K | 0.01% | +1,295+22.7% | Added |
| West Oak Capital, LLC | 6,985 | $547.0K | 0.27% | 00.0% | Unchanged |
| Bollard Group LLC | 6,985 | $547.0K | 0.02% | +30+0.4% | Added |
| Checchi Capital Advisers, LLC | 6,944 | $544.2K | 0.05% | +63+0.9% | Added |
| Bank of Stockton | 7,722 | $543.4K | 0.20% | +1,130+17.1% | Added |
| Financial Advocates Investment Management | 6,925 | $542.6K | 0.04% | +319+4.8% | Added |
| Los Angeles Capital Management LLC | 6,901 | $540.8K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,877 | $538.9K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 6,871 | $538.4K | 0.02% | −969−12.4% | Reduced |
| Affiance Financial, LLC | 6,817 | $534.2K | 0.27% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 6,807 | $533.4K | 0.11% | +6,807 | New |
| White Pine Capital LLC | 6,804 | $533.2K | 0.21% | −14−0.2% | Reduced |
| JJJ Advisors Inc. | 6,797 | $533.0K | 0.14% | −609−8.2% | Reduced |
| Redmond Asset Management, LLC | 6,791 | $532.1K | 0.19% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 6,766 | $530.2K | 0.29% | +218+3.3% | Added |
| Northside Capital Management, LLC | 6,747 | $528.7K | 0.12% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,745 | $528.5K | 0.16% | +6,745 | New |
| Capital Asset Advisory Services LLC | 7,251 | $528.5K | 0.04% | −517−6.7% | Reduced |
| First Affirmative Financial Network | 6,737 | $527.9K | 0.52% | +674+11.1% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $527.0K | 0.01% | +6,300 | New |
| Schechter Investment Advisors, LLC | 6,718 | $526.4K | 0.05% | −508−7.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,709 | $525.7K | 0.02% | +450+7.2% | Added |
| Applied Capital LLC | 6,832 | $525.2K | 0.52% | 00.0% | Unchanged |
| Rogco, LP | 6,685 | $523.8K | 0.26% | +6,685 | New |
| Citizens Financial Group Inc | 6,674 | $523.0K | 0.02% | −2,924−30.5% | Reduced |
| Van Hulzen Asset Management, LLC | 6,650 | $521.0K | 0.04% | +3,547+114.3% | Added |
| Eads & Heald Wealth Management | 6,636 | $520.0K | 0.27% | −75−1.1% | Reduced |
| Nomura Holdings Inc | 6,591 | $516.5K | 0.01% | −456,281−98.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,588 | $516.2K | 0.21% | +90+1.4% | Added |
| World Equity Group, Inc. | 6,550 | $514.9K | 0.11% | +16+0.2% | Added |
| Rowland & Co Investment Counsel | 6,548 | $513.1K | 0.13% | +310+5.0% | Added |
| Radnor Capital Management, LLC | 6,547 | $513.0K | 0.10% | −2,254−25.6% | Reduced |
| Center for Financial Planning, Inc. | 6,546 | $512.9K | 0.11% | +1,386+26.9% | Added |
| Caldwell Trust Co | 6,536 | $512.2K | 0.07% | +2,085+46.8% | Added |
| Shepherd Financial Partners LLC | 6,534 | $511.9K | 0.08% | +1,124+20.8% | Added |
| New Hampshire Trust | 6,513 | $510.4K | 0.14% | −118−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 6,509 | $510.1K | 0.02% | −1,258−16.2% | Reduced |
| PAX Financial Group, LLC | 6,482 | $507.9K | 0.12% | +44+0.7% | Added |