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 |
|---|---|---|---|---|---|
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $9.95M | 0.12% | −30,000−19.1% | Reduced |
| King Luther Capital Management Corp | 126,973 | $9.95M | 0.05% | −25,661−16.8% | Reduced |
| Hantz Financial Services, Inc. | 126,946 | $9.95M | 0.25% | +474+0.4% | Added |
| Gulf International Bank (UK) Ltd | 126,025 | $9.88M | 0.28% | −14,483−10.3% | Reduced |
| Huntington National Bank | 125,904 | $9.87M | 0.10% | +19,019+17.8% | Added |
| Cetera Investment Advisers | 125,561 | $9.84M | 0.08% | −7,890−5.9% | Reduced |
| Trexquant Investment LP | 125,523 | $9.84M | 0.25% | +125,523 | New |
| Great Lakes Advisors, LLC | 124,181 | $9.73M | 0.09% | −20,735−14.3% | Reduced |
| Private Advisor Group, LLC | 123,363 | $9.66M | 0.09% | +5,105+4.3% | Added |
| Mercer Global Advisors Inc | 123,149 | $9.65M | 0.04% | −37,849−23.5% | Reduced |
| Ethic Inc. | 121,745 | $9.54M | 0.33% | +5,218+4.5% | Added |
| Cerity Partners LLC | 121,357 | $9.52M | 0.05% | +27,107+28.8% | Added |
| British Columbia Investment Management Corp | 120,978 | $9.48M | 0.09% | +743+0.6% | Added |
| Westwood Holdings Group Inc. | 120,702 | $9.46M | 0.09% | +274+0.2% | Added |
| Robeco Schweiz AG | 120,166 | $9.42M | 0.16% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 119,919 | $9.40M | 0.10% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 118,794 | $9.31M | 3.00% | −286−0.2% | Reduced |
| Telos Capital Management, Inc. | 118,191 | $9.26M | 1.29% | +3,030+2.6% | Added |
| Logan Capital Management Inc | 117,103 | $9.18M | 0.47% | −6,091−4.9% | Reduced |
| Wilkins Investment Counsel Inc | 116,075 | $9.10M | 2.46% | +1,900+1.7% | Added |
| Daiwa Securities Group Inc. | 113,773 | $8.91M | 0.06% | +6,006+5.6% | Added |
| Keybank National Association | 113,536 | $8.90M | 0.04% | −11,671−9.3% | Reduced |
| Edge Capital Group, LLC | 113,409 | $8.89M | 0.58% | −20,239−15.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 112,892 | $8.85M | 3.23% | −819−0.7% | Reduced |
| Gateway Investment Advisers LLC | 112,596 | $8.82M | 0.11% | +2,044+1.8% | Added |
| Hudson Valley Investment Advisors Inc | 111,488 | $8.74M | 1.23% | −793−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 111,350 | $8.72M | 0.27% | +1,903+1.7% | Added |
| Sio Capital Management, LLC | 110,780 | $8.68M | 2.69% | +110,780 | New |
| Nicholas Company, Inc. | 109,370 | $8.57M | 0.17% | −507,095−82.3% | Reduced |
| Isthmus Partners, LLC | 109,104 | $8.55M | 1.23% | +495+0.5% | Added |
| Sit Investment Associates Inc | 109,075 | $8.55M | 0.23% | −4,800−4.2% | Reduced |
| Trillium Asset Management, LLC | 107,770 | $8.44M | 0.25% | −84,464−43.9% | Reduced |
| Charter Trust Co | 106,409 | $8.34M | 0.66% | +18,553+21.1% | Added |
| Credit Agricole S A | 106,072 | $8.31M | 0.25% | +32,624+44.4% | Added |
| Kentucky Retirement Systems | 105,995 | $8.31M | 0.29% | −974−0.9% | Reduced |
| GAM Holding AG | 105,897 | $8.30M | 0.61% | −70.0% | Reduced |
| Synovus Financial Corp | 105,744 | $8.29M | 0.09% | +4,091+4.0% | Added |
| Intech Investment Management LLC | 105,218 | $8.24M | 0.12% | +52,198+98.4% | Added |
| Estabrook Capital Management | 105,202 | $8.24M | 1.45% | −5,213−4.7% | Reduced |
| Sonora Investment Management Group, LLC | 104,470 | $8.19M | 0.70% | +6,346+6.5% | Added |
| Element Capital Management LLC | 104,388 | $8.18M | 0.73% | −62,165−37.3% | Reduced |
| RPG Investment Advisory, LLC | 103,649 | $8.12M | 1.49% | +1,767+1.7% | Added |
| TD Private Client Wealth LLC | 103,127 | $8.08M | 0.35% | +1,695+1.7% | Added |
| Oregon Public Employees Retirement Fund | 102,920 | $8.06M | 0.11% | −700−0.7% | Reduced |
| Regal Investment Advisors LLC | 102,625 | $8.04M | 0.69% | +8,847+9.4% | Added |
| Morgan Dempsey Capital Management LLC | 102,488 | $8.03M | 2.50% | +42,867+71.9% | Added |
| Bayesian Capital Management, LP | 102,378 | $8.02M | 0.92% | +29,500+40.5% | Added |
| Walleye Trading LLC | 102,326 | $8.02M | 0.19% | +93,612+1,074.3% | Added |
| Maryland State Retirement & Pension System | 102,309 | $8.02M | 0.18% | +835+0.8% | Added |
| Dearborn Partners LLC | 102,108 | $8.00M | 0.31% | +802+0.8% | Added |
| Welch & Forbes LLC | 101,950 | $7.99M | 0.13% | −20,436−16.7% | Reduced |
| Marks Group Wealth Management, Inc | 100,992 | $7.91M | 0.98% | +139+0.1% | Added |
| Motley Fool Wealth Management, LLC | 101,021 | $7.89M | 0.46% | +474+0.5% | Added |
| Olstein Capital Management, L.P. | 100,000 | $7.84M | 1.34% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 99,514 | $7.80M | 2.05% | +1,050+1.1% | Added |
| Washington Trust Co | 98,926 | $7.75M | 0.34% | +250+0.3% | Added |
| Marco Investment Management LLC | 98,826 | $7.74M | 0.89% | −1,994−2.0% | Reduced |
| Massmutual Trust Co FSB | 98,576 | $7.72M | 0.29% | −180.0% | Reduced |
| Hartford Investment Management Co | 98,489 | $7.72M | 0.31% | −2,630−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 97,868 | $7.67M | 0.01% | +6,882+7.6% | Added |
| Talbot Financial, LLC | 96,779 | $7.58M | 1.32% | +5,399+5.9% | Added |
| Sompo Asset Management Co., Ltd. | 96,760 | $7.58M | 1.66% | +96,760 | New |
| GWM Advisors LLC | 96,005 | $7.52M | 0.08% | +4,797+5.3% | Added |
| Pinnacle Associates Ltd | 95,738 | $7.50M | 0.14% | +10,666+12.5% | Added |
| Securian Asset Management, Inc | 95,525 | $7.49M | 0.22% | −12,950−11.9% | Reduced |
| Parthenon LLC | 95,523 | $7.49M | 1.12% | −110−0.1% | Reduced |
| KCM Investment Advisors LLC | 94,873 | $7.43M | 0.32% | −4,766−4.8% | Reduced |
| Cyrus J. Lawrence, LLC | 94,872 | $7.43M | 2.04% | −80.0% | Reduced |
| Kanawha Capital Management LLC | 93,638 | $7.34M | 0.71% | +1,612+1.8% | Added |
| AE Wealth Management LLC | 91,536 | $7.17M | 0.04% | −10,995−10.7% | Reduced |
| Baldwin Brothers Inc | 91,290 | $7.15M | 0.62% | −1,780−1.9% | Reduced |
| Banque Cantonale Vaudoise | 90,472 | $7.09M | 0.35% | −1,497−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 90,458 | $7.09M | 0.11% | +9,202+11.3% | Added |
| Pacer Advisors, Inc. | 90,018 | $7.05M | 0.03% | −13,710−13.2% | Reduced |
| Gabelli Funds LLC | 89,590 | $7.02M | 0.06% | −3,950−4.2% | Reduced |
| Allied Investment Advisors, LLC | 89,584 | $7.02M | 2.10% | +2,067+2.4% | Added |
| Westchester Capital Management, Inc. | 89,388 | $7.00M | 2.01% | +1,089+1.2% | Added |
| Wealthfront Advisers LLC | 89,234 | $6.99M | 0.03% | −14,394−13.9% | Reduced |
| Miracle Mile Advisors, LLC | 88,681 | $6.95M | 0.21% | +542+0.6% | Added |
| FineMark National Bank & Trust | 88,423 | $6.93M | 0.30% | +563+0.6% | Added |
| Bank of Nova Scotia Trust Co | 88,262 | $6.92M | 0.82% | −105−0.1% | Reduced |
| Capital Analysts, LLC | 88,057 | $6.90M | 0.38% | +9,092+11.5% | Added |
| Two Point Capital Management, Inc. | 87,973 | $6.89M | 3.80% | +6,860+8.5% | Added |
| Mengis Capital Management, Inc. | 87,215 | $6.83M | 1.42% | +224+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 87,099 | $6.83M | 1.12% | +471+0.5% | Added |
| Prospera Financial Services Inc | 87,011 | $6.82M | 0.26% | −2,850−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 86,058 | $6.80M | 0.43% | +83,358+3,087.3% | Added |
| Moors & Cabot, Inc. | 85,901 | $6.73M | 0.46% | +1,217+1.4% | Added |
| Greystone Financial Group, LLC | 85,636 | $6.71M | 1.67% | −12,676−12.9% | Reduced |
| United Asset Strategies, Inc. | 85,247 | $6.68M | 0.86% | +2,573+3.1% | Added |
| Sicart Associates LLC | 84,038 | $6.64M | 2.61% | +348+0.4% | Added |
| American National Bank | 84,564 | $6.63M | 1.13% | +5,010+6.3% | Added |
| Kestra Private Wealth Services, LLC | 84,156 | $6.59M | 0.21% | −3,138−3.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 83,379 | $6.53M | 0.41% | −8,749−9.5% | Reduced |
| Community Financial Services Group, LLC | 83,158 | $6.52M | 1.64% | +83,158 | New |
| Atria Wealth Solutions, Inc. | 82,677 | $6.51M | 0.09% | +6,753+8.9% | Added |
| Bailard, Inc. | 82,625 | $6.47M | 0.21% | +136+0.2% | Added |
| Louisiana State Employees Retirement System | 82,500 | $6.46M | 0.15% | +200+0.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 81,544 | $6.45M | 3.39% | +54,178+198.0% | Added |
| Achmea Investment Management B.V. | 82,113 | $6.43M | 0.14% | +3,863+4.9% | Added |