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
- 1,980
- −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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 82,054 | $6.43M | 1.04% | +4,617+6.0% | Added |
| Cohen Klingenstein LLC | 80,669 | $6.32M | 0.29% | −2,431−2.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 80,579 | $6.31M | 0.83% | +10,150+14.4% | Added |
| Brinker Capital Investments, LLC | 80,520 | $6.31M | 0.08% | −4,667−5.5% | Reduced |
| Orion Portfolio Solutions, LLC | 80,520 | $6.31M | 0.08% | −4,667−5.5% | Reduced |
| Advocate Group LLC | 80,380 | $6.30M | 1.46% | +5,622+7.5% | Added |
| Sivik Global Healthcare LLC | 80,000 | $6.27M | 3.17% | +20,000+33.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 79,989 | $6.27M | 1.95% | +1,996+2.6% | Added |
| JB Capital LLC | 79,876 | $6.26M | 0.53% | +14,464+22.1% | Added |
| Hikari Power Ltd | 79,060 | $6.20M | 0.61% | 00.0% | Unchanged |
| Tufton Capital Management | 78,865 | $6.18M | 1.38% | +1,070+1.4% | Added |
| Dividend Assets Capital, LLC | 78,323 | $6.14M | 1.27% | −1,550−1.9% | Reduced |
| Great Valley Advisor Group, Inc. | 78,180 | $6.13M | 0.25% | +7,344+10.4% | Added |
| WealthBridge Investment Counsel Inc. | 76,970 | $6.03M | 2.63% | −60−0.1% | Reduced |
| Geneos Wealth Management Inc. | 76,665 | $6.01M | 0.31% | +2,336+3.1% | Added |
| Running Oak Capital LLC | 75,644 | $5.93M | 1.52% | +826+1.1% | Added |
| TCW Group Inc | 75,556 | $5.92M | 0.07% | −12,695−14.4% | Reduced |
| JGP Wealth Management, LLC | 75,086 | $5.88M | 0.99% | +1,874+2.6% | Added |
| Channing Capital Management, LLC | 74,719 | $5.85M | 0.19% | +210.0% | Added |
| GTS Securities LLC | 74,053 | $5.80M | 0.12% | +74,053 | New |
| Murphy Pohlad Asset Management LLC | 73,997 | $5.80M | 2.54% | +3,565+5.1% | Added |
| First Nebraska Trust Co | 73,894 | $5.79M | 0.72% | +250.0% | Added |
| Country Club Bank | 73,245 | $5.76M | 0.47% | +622+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 73,251 | $5.74M | 0.91% | −700−0.9% | Reduced |
| Moreno Evelyn V | 73,080 | $5.73M | 1.25% | −2,450−3.2% | Reduced |
| Trust Co of Vermont | 73,058 | $5.72M | 0.39% | −696−0.9% | Reduced |
| Valley National Advisers Inc | 72,760 | $5.70M | 1.00% | +17,394+31.4% | Added |
| Financial Partners Group, LLC | 72,487 | $5.68M | 2.73% | +36,073+99.1% | Added |
| LaFleur & Godfrey LLC | 72,244 | $5.66M | 0.91% | −9,606−11.7% | Reduced |
| Soltis Investment Advisors LLC | 72,078 | $5.65M | 0.73% | +3,497+5.1% | Added |
| Aperture Investors, LLC | 71,895 | $5.63M | 0.90% | 00.0% | Unchanged |
| Prudential PLC | 71,885 | $5.63M | 0.07% | −22,659−24.0% | Reduced |
| AustralianSuper Pty Ltd | 71,645 | $5.61M | 0.04% | +3,536+5.2% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.61M | 0.63% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 71,563 | $5.61M | 2.36% | +220+0.3% | Added |
| Toroso Investments, LLC | 71,489 | $5.60M | 0.17% | +6,473+10.0% | Added |
| Berkshire Asset Management LLC | 71,433 | $5.60M | 0.35% | −365−0.5% | Reduced |
| Value Partners Investments Inc. | 71,333 | $5.59M | 0.46% | +261+0.4% | Added |
| Pathstone Family Office, LLC | 70,782 | $5.57M | 0.04% | +35,939+103.1% | Added |
| HB Wealth Management, LLC | 71,036 | $5.57M | 0.09% | +2,680+3.9% | Added |
| Anchor Investment Management, LLC | 70,970 | $5.56M | 0.73% | +10,109+16.6% | Added |
| Heritage Investors Management Corp | 70,431 | $5.52M | 0.23% | −633−0.9% | Reduced |
| Naples Global Advisors, LLC | 69,467 | $5.49M | 0.67% | +1,349+2.0% | Added |
| General American Investors Co Inc | 70,000 | $5.49M | 0.49% | +70,000 | New |
| Benedict Financial Advisors Inc | 69,971 | $5.48M | 1.58% | +791+1.1% | Added |
| New Mexico Educational Retirement Board | 69,187 | $5.42M | 0.23% | +4,600+7.1% | Added |
| Brookstone Capital Management | 74,541 | $5.39M | 0.12% | +11,230+17.7% | Added |
| Cheviot Value Management, LLC | 68,595 | $5.38M | 1.19% | +2,240+3.4% | Added |
| FORA Capital, LLC | 68,482 | $5.37M | 0.47% | +68,482 | New |
| McCollum Christoferson Group LLC | 67,628 | $5.30M | 1.63% | −732−1.1% | Reduced |
| Somerville Kurt F | 67,414 | $5.28M | 1.06% | +6,482+10.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,344 | $5.28M | 0.51% | +67,344 | New |
| Ironwood Investment Counsel, LLC | 67,173 | $5.26M | 1.24% | +6,609+10.9% | Added |
| Glenview Trust Co | 66,957 | $5.25M | 0.14% | −1,868−2.7% | Reduced |
| Ledyard National Bank | 66,822 | $5.24M | 0.60% | +821+1.2% | Added |
| Valicenti Advisory Services Inc | 66,798 | $5.23M | 1.79% | −2,506−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 66,640 | $5.22M | 0.09% | −3,823−5.4% | Reduced |
| Mark Stevens | 66,414 | $5.20M | 0.70% | −1,718−2.5% | Reduced |
| Sawtooth Solutions, LLC | 66,334 | $5.20M | 0.17% | −1,901−2.8% | Reduced |
| Silicon Valley Capital Partners | 66,308 | $5.20M | 0.98% | +19,784+42.5% | Added |
| Linscomb & Williams, Inc. | 65,975 | $5.17M | 0.30% | −3,939−5.6% | Reduced |
| Addenda Capital Inc. | 65,396 | $5.17M | 0.23% | −52−0.1% | Reduced |
| Monarch Capital Management Inc | 65,117 | $5.14M | 1.65% | −396−0.6% | Reduced |
| Financial & Tax Architects, LLC | 65,340 | $5.12M | 1.59% | +2,195+3.5% | Added |
| JustInvest LLC | 64,946 | $5.09M | 0.15% | −6,764−9.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 64,846 | $5.08M | 0.57% | −347−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 64,776 | $5.08M | 1.69% | +1,253+2.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 64,580 | $5.06M | 1.39% | +33,026+104.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 64,496 | $5.05M | 0.23% | +9,694+17.7% | Added |
| Kovitz Investment Group Partners, LLC | 63,952 | $5.01M | 0.09% | −18,295−22.2% | Reduced |
| Park Avenue Securities LLC | 63,877 | $5.00M | 0.08% | +2,793+4.6% | Added |
| Stratos Wealth Partners, LTD. | 63,647 | $4.99M | 0.11% | +3,316+5.5% | Added |
| Ieq Capital, LLC | 63,088 | $4.94M | 0.10% | +2,040+3.3% | Added |
| Bleakley Financial Group, LLC | 63,049 | $4.94M | 0.17% | −1,600−2.5% | Reduced |
| Ally Financial Inc. | 63,000 | $4.94M | 0.73% | +8,000+14.5% | Added |
| Advisory Services Network, LLC | 62,910 | $4.93M | 0.13% | +3,019+5.0% | Added |
| Bogart Wealth, LLC | 62,873 | $4.93M | 0.30% | +5,326+9.3% | Added |
| Hedeker Wealth, LLC | 62,692 | $4.91M | 1.71% | +49,159+363.3% | Added |
| Colony Group LLC | 62,680 | $4.91M | 0.07% | −1,111−1.7% | Reduced |
| Corbyn Investment Management Inc | 62,414 | $4.89M | 2.50% | −605−1.0% | Reduced |
| Inlet Private Wealth, LLC | 62,284 | $4.88M | 1.60% | −1,575−2.5% | Reduced |
| Cardinal Capital Management | 61,550 | $4.86M | 0.99% | +1,622+2.7% | Added |
| HRT Financial LP | 61,574 | $4.82M | 0.05% | −49,312−44.5% | Reduced |
| Metis Global Partners, LLC | 61,267 | $4.80M | 0.23% | +7,634+14.2% | Added |
| Consolidated Investment Group LLC | 61,100 | $4.79M | 0.93% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 60,846 | $4.77M | 0.56% | −1,734−2.8% | Reduced |
| Laffer Tengler Investments | 60,795 | $4.76M | 1.40% | +19,954+48.9% | Added |
| Camden National Bank | 60,429 | $4.74M | 0.97% | +203+0.3% | Added |
| Alerus Financial NA | 60,338 | $4.73M | 0.42% | −4,366−6.7% | Reduced |
| Tower Bridge Advisors | 60,076 | $4.71M | 0.44% | −53−0.1% | Reduced |
| UBS Oconnor LLC | 59,796 | $4.69M | 0.08% | +15,000+33.5% | Added |
| Level Four Advisory Services, LLC | 59,590 | $4.67M | 0.30% | +9,774+19.6% | Added |
| Advanced Asset Management Advisors Inc | 59,100 | $4.63M | 1.11% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 58,757 | $4.60M | 1.24% | −104−0.2% | Reduced |
| Palisade Asset Management, LLC | 58,455 | $4.58M | 0.56% | +728+1.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 58,410 | $4.58M | 0.21% | +2,831+5.1% | Added |
| Kesler, Norman & Wride, LLC | 58,289 | $4.57M | 1.15% | +2,705+4.9% | Added |
| Transcend Wealth Collective, LLC | 58,266 | $4.57M | 0.45% | +21,635+59.1% | Added |
| Toth Financial Advisory Corp | 57,724 | $4.52M | 0.69% | −3,111−5.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,536 | $4.51M | 0.97% | +300+0.5% | Added |