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; 2,150 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
- 1,981
- −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
- 921 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 215,748 | $16.9M | 0.35% | −21,656−9.1% | Reduced |
| Edentree Asset Management Ltd | 214,984 | $16.8M | 6.60% | +21,900+11.3% | Added |
| Man Group plc | – | $16.7M | 0.05% | – | – |
| CORDA Investment Management, LLC. | 212,366 | $16.6M | 1.51% | +7,779+3.8% | Added |
| KLCM Advisors, Inc. | 211,873 | $16.6M | 3.12% | −180.0% | Reduced |
| Boothbay Fund Management, LLC | 211,064 | $16.5M | 0.58% | +132,759+169.5% | Added |
| Meyer Handelman Co | 209,548 | $16.4M | 0.66% | −1000.0% | Reduced |
| Financial Counselors Inc | 208,166 | $16.3M | 0.33% | −3,581−1.7% | Reduced |
| Confluence Investment Management LLC | 206,364 | $16.2M | 0.25% | +2,081+1.0% | Added |
| Franklin Street Advisors Inc | 205,564 | $16.1M | 1.43% | +8,509+4.3% | Added |
| Crossmark Global Holdings, Inc. | 209,194 | $15.9M | 0.36% | +1,522+0.7% | Added |
| Public Employees Retirement Association of Colorado | 202,510 | $15.9M | 0.08% | −10,546−4.9% | Reduced |
| Cresset Asset Management, LLC | 199,616 | $15.8M | 0.11% | −21,894−9.9% | Reduced |
| Stephens Inc | 200,729 | $15.7M | 0.30% | +9,009+4.7% | Added |
| Klingenstein Fields & Co LP | 200,273 | $15.7M | 0.77% | +624+0.3% | Added |
| Managed Asset Portfolios, LLC | 199,743 | $15.7M | 2.40% | +1,959+1.0% | Added |
| DDD Partners, LLC | 218,370 | $15.6M | 2.25% | −4,029−1.8% | Reduced |
| Cardinal Capital Management, Inc. | 198,506 | $15.6M | 0.81% | +4,316+2.2% | Added |
| Clarkston Capital Partners, LLC | 196,573 | $15.4M | 0.30% | +710+0.4% | Added |
| New York Life Investment Management LLC | 194,023 | $15.2M | 0.16% | +2,106+1.1% | Added |
| Nexus Investment Management ULC | 193,889 | $15.2M | 1.71% | −4,600−2.3% | Reduced |
| QRG Capital Management, Inc. | 192,391 | $15.1M | 0.26% | +192,391 | New |
| Exencial Wealth Advisors, LLC | 191,540 | $15.0M | 0.73% | +253+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 189,012 | $14.8M | 1.08% | −2,404−1.3% | Reduced |
| Janney Capital Management LLC | 187,515 | $14.7M | 1.13% | +2,799+1.5% | Added |
| Smith, Salley & Associates | 187,276 | $14.7M | 1.09% | +6,486+3.6% | Added |
| Stack Financial Management, Inc | 187,193 | $14.7M | 1.71% | +76,129+68.5% | Added |
| Mutual of America Capital Management LLC | 186,682 | $14.6M | 0.18% | −5,086−2.7% | Reduced |
| Central Securities Corp | 185,000 | $14.5M | 1.77% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 184,839 | $14.5M | 0.07% | −1,543−0.8% | Reduced |
| Hancock Whitney Corp | 184,783 | $14.5M | 0.60% | −3,561−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 182,756 | $14.3M | 0.07% | +182,756 | New |
| Bokf, NA | 201,549 | $14.2M | 0.31% | −6,900−3.3% | Reduced |
| S&CO Inc | 180,417 | $14.1M | 1.16% | −2,555−1.4% | Reduced |
| Glenview Capital Management, LLC | 179,928 | $14.1M | 0.38% | +179,928 | New |
| Wallington Asset Management, LLC | 178,294 | $14.0M | 2.54% | +733+0.4% | Added |
| Osher Van de Voorde Investment Management | 178,145 | $14.0M | 3.50% | +5,810+3.4% | Added |
| Captrust Financial Advisors | 177,927 | $13.9M | 0.05% | +16,191+10.0% | Added |
| Grimes & Company, Inc. | 177,826 | $13.9M | 0.54% | +4,375+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 175,460 | $13.7M | 0.64% | +5,220+3.1% | Added |
| Hemenway Trust Co LLC | 174,248 | $13.7M | 1.43% | +8,069+4.9% | Added |
| Commerce Bank | 173,311 | $13.6M | 0.11% | +923+0.5% | Added |
| Armstrong Henry H Associates Inc | 172,273 | $13.5M | 1.54% | −5,229−2.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 172,051 | $13.5M | 3.68% | −13,638−7.3% | Reduced |
| Prospector Partners LLC | 167,480 | $13.1M | 1.83% | +500+0.3% | Added |
| Matrix Asset Advisors Inc | 167,441 | $13.1M | 1.87% | +9,797+6.2% | Added |
| Nichols & Pratt Advisers LLP | 166,851 | $13.0M | 0.99% | +205+0.1% | Added |
| ExodusPoint Capital Management, LP | 164,638 | $12.9M | 0.17% | +118,717+258.5% | Added |
| Xponance, Inc. | 164,251 | $12.9M | 0.18% | +4,848+3.0% | Added |
| Biechele Royce Advisors | 163,005 | $12.8M | 4.71% | +8,876+5.8% | Added |
| F&V Capital Management, LLC | 162,820 | $12.8M | 4.37% | −735−0.4% | Reduced |
| D.A. Davidson & Co. | 158,496 | $12.4M | 0.13% | +6,930+4.6% | Added |
| Advisors Asset Management, Inc. | 157,170 | $12.3M | 0.27% | −10,038−6.0% | Reduced |
| Nissay Asset Management Corp | 156,005 | $12.2M | 0.11% | +4,351+2.9% | Added |
| Jane Street Group, LLC | 154,798 | $12.1M | 0.02% | −365,827−70.3% | Reduced |
| Miramar Capital, LLC | 154,039 | $12.1M | 3.28% | −3,648−2.3% | Reduced |
| CIBC World Markets Corp | 153,472 | $12.0M | 0.12% | −502,456−76.6% | Reduced |
| Stonebridge Capital Advisors LLC | 152,841 | $12.0M | 1.32% | +31,281+25.7% | Added |
| Sirios Capital Management L P | 151,173 | $11.8M | 2.24% | −10,313−6.4% | Reduced |
| Busey Wealth Management | 151,097 | $11.8M | 0.51% | +1,705+1.1% | Added |
| Prosight Management, LP | 150,000 | $11.8M | 3.72% | +90,000+150.0% | Added |
| First Horizon Advisors, Inc. | 149,045 | $11.7M | 0.42% | +7,556+5.3% | Added |
| Beacon Pointe Advisors, LLC | 148,810 | $11.7M | 0.15% | +83,053+126.3% | Added |
| Dorsey & Whitney Trust CO LLC | 147,423 | $11.6M | 1.01% | −1,276−0.9% | Reduced |
| Auxier Asset Management | 147,242 | $11.5M | 1.97% | −125−0.1% | Reduced |
| Associated Banc-Corp | 146,615 | $11.5M | 0.44% | +30,080+25.8% | Added |
| Steward Partners Investment Advisory, LLC | 146,142 | $11.5M | 0.18% | +3,107+2.2% | Added |
| Hikari Tsushin, Inc. | 144,952 | $11.4M | 1.10% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144,646 | $11.3M | 0.45% | −70.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 143,367 | $11.2M | 0.17% | +7,046+5.2% | Added |
| Public Sector Pension Investment Board | 142,590 | $11.2M | 0.08% | +15,194+11.9% | Added |
| FourThought Financial Partners, LLC | 142,407 | $11.2M | 1.56% | +4,010+2.9% | Added |
| Bourgeon Capital Management LLC | 140,646 | $11.0M | 2.59% | −1,507−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 140,104 | $11.0M | 0.01% | +15,168+12.1% | Added |
| Varma Mutual Pension Insurance Co | 140,000 | $11.0M | 0.13% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 138,898 | $10.9M | 0.06% | +10,202+7.9% | Added |
| Mizuho Markets Americas LLC | 138,750 | $10.9M | 0.41% | +138,750 | New |
| Graham Capital Management, L.P. | 138,551 | $10.9M | 0.33% | +138,551 | New |
| First National Bank of Omaha | 138,214 | $10.8M | 0.70% | −9,481−6.4% | Reduced |
| First National Trust Co | 137,971 | $10.8M | 0.52% | −800−0.6% | Reduced |
| Centre Asset Management, LLC | 137,301 | $10.8M | 2.62% | −4,826−3.4% | Reduced |
| Skba Capital Management LLC | 137,134 | $10.7M | 1.98% | +20,030+17.1% | Added |
| Veritas Asset Management LLP | 136,771 | $10.7M | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 136,007 | $10.7M | 0.10% | +8,352+6.5% | Added |
| Wade G W & Inc | 135,889 | $10.6M | 0.40% | +6,819+5.3% | Added |
| Lee Danner & Bass Inc | 135,779 | $10.6M | 0.96% | −975−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 134,286 | $10.5M | 0.20% | +112,827+525.8% | Added |
| Blair William & Co | 133,623 | $10.5M | 0.04% | +29,359+28.2% | Added |
| Richard C. Young & CO., LTD. | 132,622 | $10.4M | 1.48% | +1,348+1.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 132,479 | $10.4M | 1.02% | −2,955−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 132,144 | $10.4M | 0.16% | −29,207−18.1% | Reduced |
| Verity & Verity, LLC | 131,082 | $10.3M | 1.29% | +46,387+54.8% | Added |
| Woodstock Corp | 131,053 | $10.3M | 1.29% | −1,076−0.8% | Reduced |
| Cutler Investment Counsel LLC | 129,643 | $10.2M | 1.61% | +53,667+70.6% | Added |
| Front Barnett Associates LLC | 130,170 | $10.2M | 1.22% | −2,329−1.8% | Reduced |
| Atria Investments LLC | 128,696 | $10.1M | 0.18% | +2,508+2.0% | Added |
| Nemes Rush Group LLC | 128,727 | $10.1M | 1.83% | +6,516+5.3% | Added |
| Raymond James Trust N.A. | 127,452 | $9.99M | 0.30% | +9,947+8.5% | Added |
| Jones Financial Companies LLLP | 127,355 | $9.98M | 0.02% | −1,018−0.8% | Reduced |
| Cullinan Associates Inc | 127,165 | $9.96M | 0.58% | −9,150−6.7% | Reduced |