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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 1,519 | $119.0K | 0.06% | +43+2.9% | Added |
| Sunbelt Securities, Inc. | 1,503 | $117.8K | 0.02% | +86+6.1% | Added |
| Front Street Capital Management, Inc. | 1,490 | $117.0K | 0.03% | +1,490 | New |
| New England Capital Financial Advisors LLC | 1,464 | $114.7K | 0.08% | +2+0.1% | Added |
| Live Oak Investment Partners | – | $113.5K | 0.10% | – | – |
| Operose Advisors LLC | 1,375 | $107.7K | 0.04% | +1,375 | New |
| Hillsdale Investment Management Inc. | 1,361 | $106.6K | 0.01% | +710+109.1% | Added |
| Oakworth Capital, Inc. | 1,355 | $106.2K | 0.01% | −487−26.4% | Reduced |
| Atlantic Trust, LLC | 1,351 | $105.9K | 0.03% | −1,000−42.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,326 | $104.8K | 0.06% | +1,326 | New |
| Dunhill Financial, LLC | 1,366 | $104.0K | 0.07% | +46+3.5% | Added |
| WR Wealth Planners, LLC | 1,326 | $103.9K | 0.04% | −11−0.8% | Reduced |
| Natixis Investment Managers International | 1,266 | $99.2K | 0.01% | −83−6.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,245 | $97.6K | 0.03% | +980+369.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,231 | $96.5K | 0.01% | +52+4.4% | Added |
| Trust Co | 1,212 | $95.0K | 0.02% | −283−18.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,173 | $91.9K | 0.05% | +68+6.2% | Added |
| Wellington Shields Capital Management, LLC | 1,170 | $91.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,135 | $88.9K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,125 | $88.2K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,091 | $86.2K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,094 | $85.7K | 0.01% | +427+64.0% | Added |
| Rosenberg Matthew Hamilton | 1,088 | $85.3K | 0.03% | +133+13.9% | Added |
| Arrow Financial Corp | 1,082 | $84.8K | 0.01% | −265−19.7% | Reduced |
| S.A. Mason LLC | 1,080 | $84.6K | 0.06% | −132−10.9% | Reduced |
| Sound Income Strategies, LLC | 1,073 | $84.1K | 0.01% | −164−13.3% | Reduced |
| MCF Advisors LLC | 1,054 | $82.8K | 0.01% | +51+5.1% | Added |
| PSI Advisors, LLC | 1,004 | $78.6K | 0.03% | +153+18.0% | Added |
| Key Financial Inc | 992 | $77.7K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 991 | $77.7K | 0.08% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 972 | $76.2K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 951 | $74.5K | 0.04% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 941 | $74.0K | 0.06% | +51+5.7% | Added |
| JFS Wealth Advisors, LLC | 918 | $71.9K | 0.01% | +49+5.6% | Added |
| Hoey Investments, Inc | 895 | $70.1K | 0.02% | −258−22.4% | Reduced |
| Colonial Trust Advisors | 865 | $67.8K | 0.01% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 850 | $66.6K | 0.01% | +850 | New |
| Motco | 844 | $66.1K | 0.00% | +90+11.9% | Added |
| Bell Investment Advisors, Inc | 809 | $63.4K | 0.01% | −153−15.9% | Reduced |
| Kelly Financial Services LLC | 808 | $63.3K | 0.03% | −28−3.3% | Reduced |
| Kozak & Associates, Inc. | 823 | $62.6K | 0.02% | +30+3.8% | Added |
| Coppell Advisory Solutions LLC | 804 | $62.5K | 0.02% | −79−8.9% | Reduced |
| Atwood & Palmer Inc | 775 | $60.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 775 | $60.7K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 757 | $60.1K | 0.03% | −388−33.9% | Reduced |
| SRS Capital Advisors, Inc. | 731 | $57.3K | 0.01% | −51−6.5% | Reduced |
| Western Pacific Wealth Management, LP | 707 | $55.4K | 0.05% | −160−18.5% | Reduced |
| Hibernia Wealth Partners, LLC | 696 | $54.5K | 0.04% | +696 | New |
| America First Investment Advisors, LLC | 695 | $54.5K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 691 | $54.1K | 0.00% | +296+74.9% | Added |
| Union Savings Bank | 677 | $53.0K | 0.03% | −329−32.7% | Reduced |
| TSFG, LLC | 673 | $53.0K | 0.02% | +5+0.7% | Added |
| Sutton Wealth Advisors Inc. | 664 | $52.0K | 0.03% | +126+23.4% | Added |
| Earnest Partners LLC | 657 | $51.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 647 | $50.7K | 0.06% | −75−10.4% | Reduced |
| Artemis Wealth Advisors, LLC | 640 | $50.1K | 0.01% | −3−0.5% | Reduced |
| Resources Management Corp | 627 | $49.0K | 0.01% | −310−33.1% | Reduced |
| Iron Horse Wealth Management, LLC | 624 | $48.9K | 0.02% | +23+3.8% | Added |
| Clear Investment Research, LLC | 600 | $47.0K | 0.08% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 575 | $45.1K | 0.00% | +575 | New |
| Castleview Partners, LLC | 567 | $44.4K | 0.04% | −224−28.3% | Reduced |
| First Financial Corp | 567 | $44.4K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 488 | $43.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 500 | $39.2K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 487 | $38.2K | 0.00% | +487 | New |
| SJS Investment Consulting Inc. | 485 | $38.0K | 0.01% | +238+96.4% | Added |
| GeoWealth Management, LLC | 488 | $38.0K | 0.00% | −73−13.0% | Reduced |
| Castleark Management LLC | 480 | $37.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 474 | $37.1K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 471 | $37.0K | 0.00% | +62+15.2% | Added |
| Certified Advisory Corp | 9,849 | $35.7K | 0.01% | +9,581+3,575.0% | Added |
| Carolinas Wealth Consulting LLC | 8,207 | $34.5K | 0.01% | −1,216−12.9% | Reduced |
| Thompson Investment Management, Inc. | 425 | $33.3K | 0.01% | −31−6.8% | Reduced |
| Norwood Financial Corp | 425 | $33.3K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 399 | $32.0K | 0.04% | −110−21.6% | Reduced |
| Community Bank, N.A. | 400 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $31.3K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $31.3K | 0.01% | +400 | New |
| Horrell Capital Management, Inc. | 400 | $31.0K | 0.01% | −220−35.5% | Reduced |
| CKW Financial Group | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 386 | $30.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 369 | $29.0K | 0.00% | +7+1.9% | Added |
| Team Financial Group, LLC | 357 | $28.2K | 0.02% | +357 | New |
| Cassady Schiller Wealth Management, LLC | 341 | $26.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 332 | $26.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 367 | $25.7K | 0.00% | +279+317.0% | Added |
| Cornerstone Planning Group LLC | 328 | $25.7K | 0.01% | −192−36.9% | Reduced |
| Delos Wealth Advisors, LLC | 310 | $25.3K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 315 | $24.7K | 0.01% | +15+5.0% | Added |
| Hartford Financial Management Inc. | 315 | $24.7K | 0.01% | +255+425.0% | Added |
| PFG Private Wealth Management, LLC | 314 | $24.6K | 0.02% | −660−67.8% | Reduced |
| Red Tortoise LLC | 308 | $24.1K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $24.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 289 | $22.6K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 288 | $22.6K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 284 | $22.2K | 0.00% | +1+0.4% | Added |
| Kenfarb & Co. | 281 | $22.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 266 | $20.8K | 0.01% | +266 | New |
| Thomas J. Herzfeld Advisors, Inc. | 262 | $20.5K | 0.01% | 00.0% | Unchanged |