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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.

Institutional holdersQ3 2023: 1,980 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ3 2023: $85.7B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2023.

Institutions holding MDT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Stone House Investment Management, LLC253$19.8K0.01%+1+0.4%Added
Marquette Asset Management, LLC244$19.1K0.00%00.0%Unchanged
JCIC Asset Management Inc.235$18.4K0.01%00.0%Unchanged
Fortis Group Advisors, LLC230$18.0K0.01%+230New
Trifecta Capital Advisors, LLC225$17.6K0.01%+180+400.0%Added
Mascoma Wealth Management LLC220$17.2K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.215$16.8K0.01%+215New
Tradewinds Capital Management, LLC213$16.7K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.206$16.1K0.00%00.0%Unchanged
HBC Financial Services, PLLC205$16.0K0.01%00.0%Unchanged
Antonetti Capital Management LLC200$15.8K0.02%00.0%Unchanged
Avalon Trust Co200$15.7K0.00%−200−50.0%Reduced
Abound Wealth Management188$14.7K0.01%−72−27.7%Reduced
McIlrath & Eck, LLC183$14.3K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC170$13.3K0.01%−60−26.1%Reduced
Paladin Advisory Group, LLC170$13.3K0.01%00.0%Unchanged
Steward Financial Group LLC169$13.0K0.00%−71−29.6%Reduced
Versant Capital Management, Inc165$12.9K0.00%+20+13.8%Added
Hollencrest Capital Management159$12.5K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC157$12.3K0.01%+11+7.5%Added
Tortoise Investment Management, LLC154$12.1K0.00%−145−48.5%Reduced
Tyler-Stone Wealth Management148$12.0K0.01%00.0%Unchanged
Barrett & Company, Inc.149$11.7K0.01%+149New
FSC Wealth Advisors, LLC148$11.6K0.01%+148New
Stephens Consulting, LLC140$11.0K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD140$11.0K0.00%00.0%Unchanged
Highline Wealth Partners LLC137$10.7K0.01%+96+234.1%Added
Stephenson National Bank & Trust133$10.4K0.01%+133New
Horizon Bancorp Inc126$10.0K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.127$9.95K0.01%00.0%Unchanged
IAG Wealth Partners, LLC124$9.72K0.00%+1+0.8%Added
WFA of San Diego, LLC120$9.40K0.01%00.0%Unchanged
West Branch Capital LLC115$9.01K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.109$8.54K0.00%00.0%Unchanged
PFS Partners, LLC109$8.53K0.01%+1+0.9%Added
Oliver Lagore Vanvalin Investment Group106$8.31K0.00%−2−1.9%Reduced
Flaharty Asset Management, LLC105$8.23K0.00%+105New
AlphaMark Advisors, LLC100$8.00K0.00%00.0%Unchanged
Avion Wealth110$8.00K0.00%+62+129.2%Added
Missouri Trust & Investment Co100$7.84K0.00%−209−67.6%Reduced
Atticus Wealth Management, LLC98$7.68K0.00%00.0%Unchanged
Halpern Financial, Inc.95$7.44K0.00%00.0%Unchanged
Global Wealth Strategies & Associates92$7.21K0.00%00.0%Unchanged
Global Financial Private Client, LLC92$7.16K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd91$7.13K0.01%00.0%Unchanged
KB Financial Partners, LLC92$7.00K0.00%−50−35.2%Reduced
Exchange Traded Concepts, LLC84$6.58K0.00%−31,864−99.7%Reduced
Intrepid Capital Management Inc84$6.58K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC79$6.00K0.00%−5,110−98.5%Reduced
Core Wealth Advisors, Inc.75$5.88K0.00%00.0%Unchanged
Y.D. More Investments Ltd75$5.88K0.00%+75New
Blue Bell Private Wealth Management, LLC71$5.56K0.00%−50−41.3%Reduced
Sugarloaf Wealth Management, LLC71$5.54K0.00%+1+1.4%Added
Provence Wealth Management Group68$5.33K0.00%+68New
Spotlight Asset Group, Inc.65$5.09K0.00%00.0%Unchanged
Covestor Ltd66$5.00K0.00%−36−35.3%Reduced
Thompson Siegel & Walmsley LLC53$4.00K0.00%−1,870−97.2%Reduced
Legacy Financial Group LLC50$3.92K0.00%+50New
Robbins Farley LLC36$2.82K0.00%+36New
Rise Advisors, LLC33$2.56K0.00%+1+3.1%Added
Godsey & Gibb Associates30$2.35K0.00%+30New
Spartan Planning & Wealth Management30$2.35K0.00%+30New
Retirement Group, LLC28$2.19K0.00%−23−45.1%Reduced
Northwest Capital Management Inc28$2.19K0.00%00.0%Unchanged
Magnolia Capital Management Ltd24$2.00K0.00%00.0%Unchanged
Tfo-TDC, LLC21$1.85K0.00%+21New
New Millennium Group LLC22$1.74K0.00%00.0%Unchanged
Country Trust Bank16$1.25K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC13$1.02K0.00%+13New
ClariVest Asset Management LLC7$1.00K0.00%+7New
Briaud Financial Planning, Inc24$1.00K0.00%+24New
True Wealth Design, LLC11$8620.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$7840.00%00.0%Unchanged
Maryland Capital Advisors Inc.10$7840.00%00.0%Unchanged
Macroview Investment Management LLC9$7060.00%+9New
Lowe Wealth Advisors, LLC9$7050.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$7050.00%00.0%Unchanged
Cedar Wealth Management, LLC7$5490.00%−11−61.1%Reduced
Koesten, Hirschmann & Crabtree, INC.1$1110.00%00.0%Unchanged
Column Capital Advisors, LLC1$780.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC0$00.00%−3,236−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−1,489,800−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−899,195−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−239,600−100.0%Sold out
Tri Locum Partners LP0$00.00%−160,660−100.0%Sold out
Payden & Rygel0$00.00%−120,900−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−118,588−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−99,407−100.0%Sold out
Twinbeech Capital LP0$00.00%−98,915−100.0%Sold out
Oak Family Advisors, LLC0$00.00%−82,709−100.0%Sold out
Polaris Wealth Advisory Group, LLC0$00.00%−73,998−100.0%Sold out
Mar Vista Investment Partners LLC0$00.00%−64,539−100.0%Sold out
Highland Capital Management, LLC0$00.00%−61,410−100.0%Sold out
Winton Group Ltd0$00.00%−61,406−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−60,260−100.0%Sold out
Veritable, L.P.0$00.00%−40,332−100.0%Sold out
Shelter Mutual Insurance Co0$00.00%−36,396−100.0%Sold out
LMG Wealth Partners, LLC0$00.00%−36,292−100.0%Sold out
Capital Insight Partners, LLC0$00.00%−34,565−100.0%Sold out
B & T Capital Management DBA Alpha Capital Management0$00.00%−35,757−100.0%Sold out