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 |
|---|---|---|---|---|---|
| Widmann Financial Services, Inc. | 3,678 | $288.2K | 0.29% | 00.0% | Unchanged |
| David Loasby | 3,773 | $287.8K | 0.03% | +317+9.2% | Added |
| Keudell/Morrison Wealth Management | 3,655 | $286.4K | 0.09% | +49+1.4% | Added |
| Summit Financial Strategies, Inc. | 3,648 | $285.8K | 0.05% | +107+3.0% | Added |
| Concord Asset Management, LLC | 3,644 | $285.5K | 0.10% | −264−6.8% | Reduced |
| Strategic Investment Advisors | 3,633 | $284.7K | 0.05% | +163+4.7% | Added |
| Alpha Family Trust | 3,620 | $283.7K | 0.22% | +300+9.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 3,606 | $282.6K | 0.06% | +3+0.1% | Added |
| WMS Partners, LLC | 3,606 | $282.6K | 0.02% | −122−3.3% | Reduced |
| Axq Capital, LP | 3,600 | $282.1K | 0.10% | −2,800−43.8% | Reduced |
| First Dallas Securities Inc. | 3,594 | $282.0K | 0.06% | −6,317−63.7% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $279.0K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,853 | $278.9K | 0.02% | −951−19.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,558 | $278.8K | 0.18% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,556 | $278.6K | 0.24% | +445+14.3% | Added |
| Imprint Wealth LLC | 3,518 | $277.7K | 0.23% | −533−13.2% | Reduced |
| Marex Group plc | 3,543 | $277.6K | 0.04% | +965+37.4% | Added |
| Red Door Wealth Management, LLC | 3,542 | $277.6K | 0.07% | −5,808−62.1% | Reduced |
| Journey Advisory Group, LLC | 3,538 | $277.2K | 0.04% | +840+31.1% | Added |
| Modera Wealth Management, LLC | 3,537 | $277.2K | 0.01% | +133+3.9% | Added |
| Aspiriant, LLC | 3,531 | $276.7K | 0.01% | +786+28.6% | Added |
| Capital Planning Advisors, LLC | 3,523 | $276.1K | 0.06% | +40+1.1% | Added |
| Allred Capital Management, LLC | 3,510 | $275.0K | 0.14% | +420+13.6% | Added |
| Profit Investment Management, LLC | 3,504 | $274.6K | 0.19% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,500 | $274.3K | 0.34% | −650−15.7% | Reduced |
| Alta Advisers Ltd | 3,500 | $274.3K | 0.16% | 00.0% | Unchanged |
| First Interstate Bank | 3,498 | $274.1K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,466 | $274.0K | 0.05% | +65+1.9% | Added |
| Guyasuta Investment Advisors Inc | 3,492 | $273.6K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,487 | $273.3K | 0.06% | −84−2.4% | Reduced |
| MMBG Investment Advisors Co. | 3,480 | $272.7K | 0.03% | +3,480 | New |
| BLB&B Advisors, LLC | 3,475 | $272.3K | 0.02% | −119−3.3% | Reduced |
| Delta Financial Group, Inc. | 3,436 | $269.0K | 0.09% | −146−4.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,389 | $265.6K | 0.06% | +401+13.4% | Added |
| Hurlow Wealth Management Group, Inc. | 3,382 | $265.0K | 0.12% | −10.0% | Reduced |
| Signet Financial Management, LLC | 3,380 | $264.9K | 0.04% | −986−22.6% | Reduced |
| Lantz Financial LLC | 3,379 | $264.8K | 0.11% | +335+11.0% | Added |
| Hillman Capital Management, Inc. | 3,357 | $263.1K | 0.10% | −2,671−44.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,355 | $262.9K | 0.06% | +559+20.0% | Added |
| Thrive Wealth Management, LLC | 3,349 | $262.4K | 0.07% | −594−15.1% | Reduced |
| Saiph Capital, LLC | 3,330 | $261.0K | 0.14% | −199−5.6% | Reduced |
| Simon Quick Advisors, LLC | 3,326 | $260.7K | 0.02% | +489+17.2% | Added |
| Pinnacle Bancorp, Inc. | 3,319 | $260.1K | 0.09% | +100+3.1% | Added |
| Fort, L.P. | 3,313 | $259.6K | 0.72% | +47+1.4% | Added |
| Compass Ion Advisors, LLC | 3,291 | $257.8K | 0.04% | +773+30.7% | Added |
| Arden Trust Co | 3,283 | $257.3K | 0.04% | −5−0.2% | Reduced |
| Sage Mountain Advisors LLC | 3,275 | $256.6K | 0.04% | −274−7.7% | Reduced |
| Warren Averett Asset Management, LLC | 3,274 | $256.6K | 0.01% | +3,274 | New |
| Power Corp of Canada | 3,258 | $255.3K | 0.02% | −3,258−50.0% | Reduced |
| Magnus Financial Group LLC | 3,241 | $254.0K | 0.04% | −2,610−44.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,213 | $254.0K | 0.09% | −105−3.2% | Reduced |
| Fortress Wealth Group, LLC | 3,293 | $252.0K | 0.17% | +244+8.0% | Added |
| Thoroughbred Financial Services, LLC | 3,226 | $252.0K | 0.02% | −1,143−26.2% | Reduced |
| LifePro Asset Management | 3,206 | $251.2K | 0.21% | +87+2.8% | Added |
| Emfo, LLC | 3,196 | $250.4K | 0.24% | +2,500+359.2% | Added |
| Ambassador Advisors, LLC | 3,468 | $250.0K | 0.06% | +279+8.7% | Added |
| KPP Advisory Services LLC | 3,188 | $249.8K | 0.08% | +3,188 | New |
| Exchange Bank | 3,183 | $249.4K | 0.24% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 3,183 | $249.0K | 0.02% | −157−4.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,170 | $248.4K | 0.06% | +120+3.9% | Added |
| Blossom Wealth Management | 3,163 | $247.9K | 0.79% | +17+0.5% | Added |
| ASB Consultores, LLC | 3,151 | $246.9K | 0.10% | −1,326−29.6% | Reduced |
| Court Place Advisors, LLC | 3,148 | $246.7K | 0.09% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,140 | $246.1K | 0.14% | +74+2.4% | Added |
| First Heartland Consultants, Inc. | 3,136 | $246.0K | 0.03% | −3,322−51.4% | Reduced |
| Excalibur Management Corp | 3,137 | $245.8K | 0.13% | +64+2.1% | Added |
| Insight Folios Inc | 3,133 | $245.5K | 0.12% | −260−7.7% | Reduced |
| Summit Investment Advisory Services, LLC | 3,128 | $245.1K | 0.18% | +3,128 | New |
| Evermay Wealth Management LLC | 3,101 | $244.9K | 0.05% | −50−1.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,122 | $244.6K | 0.06% | +254+8.9% | Added |
| Canton Hathaway, LLC | 3,112 | $244.0K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,086 | $243.9K | 0.05% | +274+9.7% | Added |
| Perritt Capital Management Inc | 3,113 | $243.9K | 0.14% | +253+8.8% | Added |
| S.E.E.D. Planning Group LLC | 3,096 | $242.6K | 0.09% | −4,721−60.4% | Reduced |
| Apeiron RIA LLC | 3,095 | $242.5K | 0.08% | +289+10.3% | Added |
| Palumbo Wealth Management LLC | 3,094 | $242.4K | 0.13% | +3,094 | New |
| Good Life Advisors, LLC | 3,092 | $242.3K | 0.03% | +7+0.2% | Added |
| PDS Planning, Inc | 3,081 | $241.4K | 0.03% | −405−11.6% | Reduced |
| Capital Advisors, Ltd. LLC | 3,070 | $241.0K | 0.04% | −21−0.7% | Reduced |
| Retirement Planning Group | 3,071 | $240.6K | 0.03% | +414+15.6% | Added |
| Inspire Advisors, LLC | 3,071 | $240.6K | 0.04% | +488+18.9% | Added |
| Inceptionr LLC | 3,070 | $240.6K | 0.14% | +3,070 | New |
| Meeder Asset Management Inc | 3,063 | $240.0K | 0.02% | −18−0.6% | Reduced |
| Verity Asset Management, Inc. | 3,062 | $239.9K | 0.18% | −1,053−25.6% | Reduced |
| Commonwealth Financial Services, LLC | 3,030 | $237.4K | 0.07% | +3,030 | New |
| Crumly & Associates Inc. | 3,024 | $237.0K | 0.09% | +164+5.7% | Added |
| First National Bank | 3,023 | $236.9K | 0.21% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,687 | $236.7K | 0.05% | −360−11.8% | Reduced |
| KFG Wealth Management, LLC | 3,005 | $235.5K | 0.13% | +160+5.6% | Added |
| Jump Financial, LLC | 2,990 | $234.3K | 0.01% | −9,488−76.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,978 | $233.4K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,977 | $233.3K | 0.02% | +2,977 | New |
| Old North State Trust, LLC | 2,969 | $233.0K | 0.18% | −287−8.8% | Reduced |
| Schmidt P J Investment Management Inc | 3,210 | $232.2K | 0.05% | −720−18.3% | Reduced |
| Essex Savings Bank | 2,940 | $230.4K | 0.08% | −308−9.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,938 | $230.2K | 0.05% | −1,086−27.0% | Reduced |
| Hendley & Co Inc | 2,938 | $230.0K | 0.09% | −375−11.3% | Reduced |
| CoreFirst Bank & Trust | 2,922 | $229.0K | 0.16% | −101−3.3% | Reduced |
| Centurion Wealth Management LLC | 2,907 | $227.8K | 0.11% | +152+5.5% | Added |
| Camden Capital, LLC | 2,904 | $227.5K | 0.03% | +271+10.3% | Added |