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 |
|---|---|---|---|---|---|
| Prairiewood Capital, LLC | 6,472 | $507.1K | 0.33% | 00.0% | Unchanged |
| Strategic Wealth Designers | 6,466 | $506.7K | 0.09% | +88+1.4% | Added |
| Ellevest, Inc. | 6,464 | $506.5K | 0.04% | +955+17.3% | Added |
| Gilbert & Cook, Inc. | 6,463 | $506.4K | 0.08% | +1,023+18.8% | Added |
| GSB Wealth Management, LLC | 6,459 | $506.1K | 0.17% | −3,331−34.0% | Reduced |
| Financial Advisory Corp | 6,447 | $505.0K | 0.23% | −555−7.9% | Reduced |
| Triangle Securities Wealth Management | 6,439 | $504.6K | 0.18% | −164−2.5% | Reduced |
| InTrack Investment Management Inc | 6,426 | $503.5K | 0.44% | +1,370+27.1% | Added |
| Long Road Investment Counsel, LLC | 6,400 | $502.0K | 0.24% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 6,388 | $500.6K | 0.02% | −430−6.3% | Reduced |
| Vise Technologies, Inc. | 6,385 | $500.4K | 0.12% | −459−6.7% | Reduced |
| MONECO Advisors, LLC | 6,373 | $499.4K | 0.14% | +50+0.8% | Added |
| LGL Partners, LLC | 6,362 | $498.5K | 0.09% | +30.0% | Added |
| Field & Main Bank | 6,345 | $497.2K | 0.23% | −475−7.0% | Reduced |
| Avantax Planning Partners, Inc. | 6,322 | $495.4K | 0.02% | +193+3.1% | Added |
| Abbrea Capital, LLC | 6,182 | $489.0K | 0.08% | −45−0.7% | Reduced |
| Roundview Capital LLC | 6,228 | $488.0K | 0.05% | −159−2.5% | Reduced |
| Buckingham Strategic Partners | 6,208 | $486.5K | 0.02% | +1,304+26.6% | Added |
| Richwood Investment Advisors, LLC | 6,195 | $485.5K | 0.50% | +265+4.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,194 | $485.3K | 0.21% | +11+0.2% | Added |
| Cooper Financial Group | 6,192 | $485.2K | 0.12% | +265+4.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,185 | $485.0K | 0.06% | −90−1.4% | Reduced |
| Mechanics Financial Corp | 6,162 | $482.9K | 0.27% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 6,151 | $482.0K | 0.32% | −146−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,151 | $482.0K | 0.04% | −82,850−93.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,148 | $481.7K | 0.01% | +305+5.2% | Added |
| Wedmont Private Capital | 6,397 | $480.6K | 0.05% | +73+1.2% | Added |
| Mission Wealth Management, LP | 6,126 | $480.1K | 0.02% | +74+1.2% | Added |
| Ballast Advisors LLC | 6,117 | $479.3K | 0.19% | −1,415−18.8% | Reduced |
| Washington Trust Bank | 6,116 | $479.3K | 0.05% | +736+13.7% | Added |
| Occidental Asset Management, LLC | 6,101 | $478.1K | 0.11% | +6,101 | New |
| Adviser Investments LLC | 6,087 | $476.9K | 0.01% | −10.0% | Reduced |
| KC Investment Advisors, LLC | 6,077 | $476.2K | 0.31% | +442+7.8% | Added |
| Westhampton Capital, LLC | 6,075 | $476.0K | 0.31% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 6,054 | $474.4K | 0.38% | +115+1.9% | Added |
| EverSource Wealth Advisors, LLC | 6,050 | $474.1K | 0.05% | +99+1.7% | Added |
| General Partner, Inc. | 6,198 | $472.1K | 0.42% | −1,250−16.8% | Reduced |
| Papp L Roy & Associates | 6,023 | $472.0K | 0.06% | −320−5.0% | Reduced |
| Pointe Capital Management LLC | 5,961 | $467.1K | 0.37% | +25+0.4% | Added |
| Lakeview Capital Partners, LLC | 5,954 | $466.6K | 0.09% | −178−2.9% | Reduced |
| Parkside Financial Bank & Trust | 5,949 | $466.2K | 0.11% | +86+1.5% | Added |
| TCI Wealth Advisors, Inc. | 5,938 | $465.3K | 0.06% | +112+1.9% | Added |
| Bond & Devick Financial Network, Inc. | 5,923 | $464.1K | 0.30% | +100+1.7% | Added |
| Vontobel Asset Management Inc | 5,916 | $463.6K | 0.00% | −333−5.3% | Reduced |
| Beta Wealth Group, Inc. | 5,901 | $462.4K | 0.27% | +301+5.4% | Added |
| StoneX Group Inc. | 5,816 | $459.7K | 0.05% | +252+4.5% | Added |
| Fifth Third Wealth Advisors LLC | 5,855 | $458.8K | 0.19% | +1,150+24.4% | Added |
| IVC Wealth Advisors LLC | 5,842 | $457.8K | 0.31% | −59−1.0% | Reduced |
| Geller Advisors LLC | 5,779 | $457.2K | 0.05% | −1,512−20.7% | Reduced |
| Centennial Bank | 5,806 | $455.0K | 0.31% | +818+16.4% | Added |
| Principal Street Partners, LLC | 5,790 | $453.7K | 0.09% | +3,010+108.3% | Added |
| Cypress Wealth Services, LLC | 5,785 | $453.3K | 0.13% | +795+15.9% | Added |
| Aptus Capital Advisors, LLC | 5,754 | $450.9K | 0.01% | +2,901+101.7% | Added |
| Constitution Capital LLC | 5,750 | $450.6K | 0.31% | −600−9.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,734 | $449.3K | 0.25% | +125+2.2% | Added |
| M&R Capital Management Inc | 5,733 | $449.2K | 0.12% | +177+3.2% | Added |
| Laurel Wealth Advisors LLC | 5,710 | $447.4K | 0.10% | +2,780+94.9% | Added |
| NorthRock Partners, LLC | 5,685 | $445.4K | 0.05% | +79+1.4% | Added |
| Cobblestone Capital Advisors LLC | 5,679 | $445.0K | 0.03% | −1,969−25.7% | Reduced |
| Quadrant Capital Group LLC | 5,673 | $444.5K | 0.04% | −1,141−16.7% | Reduced |
| Family Legacy, Inc. | 5,668 | $444.1K | 0.19% | 00.0% | Unchanged |
| Burns J W & Co Inc | 5,666 | $444.0K | 0.07% | −431−7.1% | Reduced |
| Atomi Financial Group, Inc. | 5,639 | $441.9K | 0.15% | +70+1.3% | Added |
| Eudaimonia Partners, LLC | 5,613 | $439.8K | 0.11% | −693−11.0% | Reduced |
| Syntax Research, Inc. | 5,586 | $437.7K | 0.35% | +5,586 | New |
| Childress Capital Advisors, LLC | 5,470 | $433.8K | 0.14% | +5,470 | New |
| Kovack Advisors, Inc. | 5,520 | $432.5K | 0.06% | −2,177−28.3% | Reduced |
| Aspen Investment Management Inc | 5,519 | $432.0K | 0.26% | −200−3.5% | Reduced |
| LWMG, LLC | 5,500 | $431.0K | 0.12% | −80−1.4% | Reduced |
| Wallace Advisory Group, LLC | 4,889 | $430.7K | 0.31% | +792+19.3% | Added |
| Athena Investment Management | 5,488 | $430.0K | 0.31% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 5,430 | $425.5K | 0.11% | −1,000−15.6% | Reduced |
| Ti-Trust, Inc | 5,410 | $423.9K | 0.40% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,405 | $423.5K | 0.48% | +132+2.5% | Added |
| Inscription Capital, LLC | 5,366 | $420.5K | 0.14% | −200−3.6% | Reduced |
| Waldron Private Wealth LLC | 5,309 | $419.5K | 0.02% | −881−14.2% | Reduced |
| Park Edge Advisors, LLC | 5,336 | $418.1K | 0.15% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,274 | $417.0K | 0.03% | +219+4.3% | Added |
| LSV Asset Management | 5,300 | $415.0K | 0.00% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $411.9K | 0.34% | 00.0% | Unchanged |
| First Manhattan Co | 5,253 | $411.6K | 0.00% | +160+3.1% | Added |
| Cahill Financial Advisors Inc | 5,252 | $411.5K | 0.07% | +119+2.3% | Added |
| Marble Harbor Investment Counsel, LLC | 5,233 | $410.1K | 0.05% | −5,575−51.6% | Reduced |
| Pallas Capital Advisors LLC | 5,856 | $409.7K | 0.02% | +1,191+25.5% | Added |
| Boston Financial Mangement LLC | 5,227 | $409.6K | 0.02% | −5,460−51.1% | Reduced |
| Paragon Financial Partners, Inc. | 5,210 | $408.3K | 0.42% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,185 | $406.3K | 0.11% | −153−2.9% | Reduced |
| Wealth Management Solutions, LLC | 5,099 | $399.6K | 0.27% | −63−1.2% | Reduced |
| Worth Financial Advisory Group, LLC | 5,090 | $398.9K | 0.36% | +788+18.3% | Added |
| North Star Investment Management Corp. | 5,076 | $397.8K | 0.03% | −300−5.6% | Reduced |
| Enterprise Financial Services Corp | 5,053 | $396.0K | 0.27% | +180+3.7% | Added |
| Lakewood Asset Management LLC | 4,975 | $389.8K | 0.32% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,938 | $386.9K | 0.18% | +773+18.6% | Added |
| Manchester Capital Management LLC | 4,900 | $384.0K | 0.06% | −59−1.2% | Reduced |
| Crestwood Advisors Group LLC | 4,898 | $383.8K | 0.01% | +2,067+73.0% | Added |
| Martingale Asset Management L P | 4,882 | $382.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 4,831 | $379.0K | 0.12% | +20.0% | Added |
| Boyd Watterson Asset Management LLC | 4,807 | $376.7K | 0.16% | −6−0.1% | Reduced |
| Nvest Financial, LLC | 4,792 | $375.5K | 0.35% | +1,048+28.0% | Added |
| AllSquare Wealth Management LLC | 4,786 | $375.0K | 0.24% | +200+4.4% | Added |