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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 4,785 | $375.0K | 0.12% | +12+0.3% | Added |
| Dover Advisors, LLC | 4,732 | $374.1K | 0.38% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4,745 | $371.8K | 0.24% | −1,695−26.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,724 | $370.2K | 0.27% | +240+5.4% | Added |
| InterOcean Capital Group, LLC | 4,714 | $369.4K | 0.01% | +169+3.7% | Added |
| Meridian Investment Counsel Inc. | 4,709 | $369.0K | 0.14% | +19+0.4% | Added |
| Alpha Omega Wealth Management LLC | 4,706 | $368.8K | 0.06% | −160−3.3% | Reduced |
| Coastwise Capital Group, LLC | 4,700 | $368.3K | 0.42% | +2,200+88.0% | Added |
| Parkside Investments, LLC | 4,694 | $367.8K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,694 | $367.8K | 0.16% | +2,208+88.8% | Added |
| Sanders Morris Harris LLC | 4,744 | $367.3K | 0.08% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 4,653 | $364.6K | 0.07% | +150+3.3% | Added |
| Cape Cod Five Cents Savings Bank | 2,544 | $363.9K | 0.02% | +2,544 | New |
| Dark Forest Capital Management LP | 4,626 | $362.5K | 0.03% | +1,454+45.8% | Added |
| STAR Financial Bank | 4,615 | $361.6K | 0.37% | −253−5.2% | Reduced |
| Blueshift Asset Management, LLC | 4,615 | $361.6K | 0.21% | +4,615 | New |
| SageView Advisory Group, LLC | 4,585 | $359.3K | 0.02% | −66−1.4% | Reduced |
| Centaurus Financial, Inc. | 4,567 | $358.0K | 0.03% | +472+11.5% | Added |
| Cedar Brook Financial Partners, LLC | 4,545 | $356.1K | 0.09% | −12−0.3% | Reduced |
| Boyar Asset Management Inc. | 4,535 | $355.4K | 0.28% | +645+16.6% | Added |
| Lebenthal Global Advisors, LLC | 4,512 | $353.6K | 0.11% | +298+7.1% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $353.4K | 0.87% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,504 | $352.9K | 0.04% | +378+9.2% | Added |
| Congress Park Capital LLC | 4,503 | $352.9K | 0.20% | −1,100−19.6% | Reduced |
| Cornerstone Advisory, LLC | 4,495 | $352.2K | 0.06% | −215−4.6% | Reduced |
| West Paces Advisors Inc. | 4,488 | $351.7K | 0.11% | −1,086−19.5% | Reduced |
| First City Capital Management, Inc. | 4,484 | $351.4K | 0.22% | −613−12.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,470 | $350.3K | 0.16% | +4,470 | New |
| Kolinsky Wealth Management, LLC | 4,442 | $348.1K | 0.35% | +326+7.9% | Added |
| Truvestments Capital LLC | 4,425 | $346.7K | 0.18% | −38−0.9% | Reduced |
| North Star Asset Management Inc | 4,419 | $346.3K | 0.02% | −1,499−25.3% | Reduced |
| Stokes Family Office, LLC | 4,395 | $344.4K | 0.04% | +501+12.9% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $343.7K | 0.17% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,346 | $343.6K | 0.04% | −461−9.6% | Reduced |
| Maple Capital Management, Inc. | 4,380 | $343.2K | 0.04% | +972+28.5% | Added |
| Hall Capital Management Co Inc | 4,356 | $341.3K | 0.22% | +130+3.1% | Added |
| Hedges Asset Management LLC | 4,340 | $340.1K | 0.30% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 4,286 | $335.9K | 0.25% | +11+0.3% | Added |
| New Vernon Investment Management LLC | 4,284 | $335.7K | 0.51% | +4,284 | New |
| Abacus Wealth Partners, LLC | 4,269 | $334.5K | 0.10% | −27−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 4,265 | $334.2K | 0.21% | +610+16.7% | Added |
| Corton Capital Inc. | 4,258 | $333.7K | 0.17% | −3,821−47.3% | Reduced |
| Accurate Wealth Management, LLC | 4,583 | $333.6K | 0.10% | +413+9.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,232 | $331.6K | 0.01% | −66−1.5% | Reduced |
| Interchange Capital Partners, LLC | 4,227 | $331.3K | 0.26% | +4,227 | New |
| Carmichael Hill & Associates, Inc. | 4,221 | $330.8K | 0.16% | +200+5.0% | Added |
| Renasant Bank | 4,203 | $329.3K | 0.28% | +466+12.5% | Added |
| First Light Asset Management, LLC | 4,188 | $328.2K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,170 | $326.8K | 0.01% | +1,213+41.0% | Added |
| Baker Chad R | 4,165 | $326.4K | 0.08% | +610+17.2% | Added |
| Holistic Financial Partners | 4,137 | $324.2K | 0.22% | +127+3.2% | Added |
| Gsa Capital Partners LLP | 4,133 | $324.0K | 0.03% | +4,133 | New |
| First Citizens Financial Corp | 4,134 | $323.9K | 0.23% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,131 | $323.7K | 0.03% | +196+5.0% | Added |
| VeraBank, N.A. | 4,126 | $323.3K | 0.12% | −50−1.2% | Reduced |
| Lion Street Advisors, LLC | 4,070 | $318.9K | 0.10% | −482−10.6% | Reduced |
| RMB Capital Management, LLC | 4,065 | $318.5K | 0.01% | +803+24.6% | Added |
| Nwam LLC | 4,060 | $318.2K | 0.03% | −658−13.9% | Reduced |
| Sheets Smith Wealth Management | 4,053 | $317.6K | 0.05% | +728+21.9% | Added |
| Riverbridge Partners LLC | 4,051 | $317.4K | 0.00% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,038 | $316.4K | 0.10% | +186+4.8% | Added |
| Gratus Capital LLC | 4,037 | $316.4K | 0.02% | +324+8.7% | Added |
| Resurgent Financial Advisors LLC | 4,023 | $315.2K | 0.22% | +348+9.5% | Added |
| Meridian Wealth Management, LLC | 4,021 | $315.1K | 0.02% | +601+17.6% | Added |
| Leverty Financial Group, LLC | 4,014 | $314.5K | 0.23% | +208+5.5% | Added |
| AlphaCentric Advisors LLC | 4,000 | $313.4K | 0.18% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 4,000 | $313.4K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,985 | $312.3K | 0.06% | +20+0.5% | Added |
| Cable Hill Partners, LLC | 3,983 | $312.1K | 0.04% | +25+0.6% | Added |
| Royal Capital Wealth Management, LLC | 3,972 | $311.2K | 0.30% | −21−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 3,970 | $311.1K | 0.14% | +110+2.8% | Added |
| MBA Advisors LLC | 3,967 | $310.9K | 0.19% | +500+14.4% | Added |
| Platte River Wealth Advisors, LLC | 3,951 | $309.6K | 0.11% | +86+2.2% | Added |
| Advisory Research Inc | 3,923 | $307.4K | 0.04% | +192+5.1% | Added |
| Avestar Capital, LLC | 3,914 | $306.7K | 0.05% | +730+22.9% | Added |
| Arcataur Capital Management LLC | 3,897 | $305.4K | 0.13% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,890 | $304.8K | 0.22% | −428−9.9% | Reduced |
| Precision Wealth Strategies, LLC | 3,866 | $302.9K | 0.33% | +3,866 | New |
| DGS Capital Management, LLC | 3,862 | $302.6K | 0.15% | +477+14.1% | Added |
| WoodTrust Financial Corp | 3,850 | $302.0K | 0.06% | +3,850 | New |
| Thrive Capital Management, LLC | 3,845 | $301.3K | 0.17% | +440+12.9% | Added |
| Allstate Corp | 3,843 | $301.1K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 3,836 | $300.6K | 0.20% | −150−3.8% | Reduced |
| NinePointTwo Capital | 3,841 | $300.0K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,828 | $300.0K | 0.22% | +41+1.1% | Added |
| Connecticut Wealth Management, LLC | 3,813 | $298.8K | 0.02% | +1,305+52.0% | Added |
| Empower Advisory Group, LLC | 3,802 | $297.9K | 0.00% | −309−7.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,800 | $297.8K | 0.17% | +250+7.0% | Added |
| Caldwell Sutter Capital, Inc. | 3,765 | $295.0K | 0.16% | +286+8.2% | Added |
| Strait & Sound Wealth Management LLC | 3,765 | $295.0K | 0.25% | +3,765 | New |
| Mechanics Bank Trust Department | 3,764 | $294.9K | 0.05% | −170−4.3% | Reduced |
| Studio Investment Management LLC | 3,727 | $294.6K | 0.08% | +2,355+171.6% | Added |
| Aviance Capital Partners, LLC | 3,750 | $293.9K | 0.07% | 00.0% | Unchanged |
| Aries Wealth Management | 4,094 | $293.7K | 0.11% | +30+0.7% | Added |
| Keel Point, LLC | 3,735 | $292.6K | 0.04% | −574−13.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,684 | $292.5K | 0.10% | +884+31.6% | Added |
| Green Harvest Asset Management LLC | 3,730 | $292.3K | 0.01% | +3,730 | New |
| jvl associates llc | 3,701 | $290.0K | 0.15% | −18−0.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,688 | $289.0K | 0.18% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,678 | $288.2K | 0.05% | −163−4.2% | Reduced |