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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 57,316 | $4.49M | 0.85% | +2,643+4.8% | Added |
| Avantax Advisory Services, Inc. | 57,274 | $4.49M | 0.05% | +10,317+22.0% | Added |
| Poehling Capital Management, LLC | 57,137 | $4.48M | 1.57% | +1,102+2.0% | Added |
| Oxbow Advisors, LLC | 57,119 | $4.48M | 0.70% | +57,119 | New |
| Cornerstone Advisors, LLC | 57,000 | $4.47M | 0.21% | +5,200+10.0% | Added |
| Vance Wealth, Inc. | 56,945 | $4.46M | 2.09% | −2,953−4.9% | Reduced |
| Regions Financial Corp | 56,606 | $4.44M | 0.04% | −631−1.1% | Reduced |
| Independent Advisor Alliance | 56,443 | $4.42M | 0.20% | +2,824+5.3% | Added |
| Assenagon Asset Management S.A. | 56,420 | $4.42M | 0.02% | +522+0.9% | Added |
| Kingsview Wealth Management, LLC | 56,135 | $4.40M | 0.16% | +3,173+6.0% | Added |
| Cetera Advisors LLC | 56,106 | $4.40M | 0.07% | −11,093−16.5% | Reduced |
| Everence Capital Management Inc | 55,610 | $4.36M | 0.34% | +21,930+65.1% | Added |
| Providence Capital Advisors, LLC | 55,500 | $4.35M | 1.14% | +55,500 | New |
| Walleye Capital LLC | 55,474 | $4.35M | 0.06% | +55,474 | New |
| Metropolitan Life Insurance Co | 55,075 | $4.32M | 0.22% | −2,903−5.0% | Reduced |
| Round Hill Asset Management | 54,986 | $4.31M | 2.83% | −1,180−2.1% | Reduced |
| Headinvest, LLC | 55,335 | $4.30M | 0.93% | +132+0.2% | Added |
| Te Ahumairangi Investment Management Ltd | 54,901 | $4.30M | 0.70% | −905−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 54,859 | $4.30M | 0.10% | −51,286−48.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 54,239 | $4.25M | 0.01% | −937−1.7% | Reduced |
| Argent Trust Co | 54,047 | $4.24M | 0.23% | −1,382−2.5% | Reduced |
| Compass Wealth Management LLC | 54,001 | $4.23M | 1.33% | +2,397+4.6% | Added |
| TrinityPoint Wealth, LLC | 53,740 | $4.21M | 0.84% | +279+0.5% | Added |
| Azimuth Capital Investment Management LLC | 53,677 | $4.21M | 0.21% | +33,647+168.0% | Added |
| Boston Research & Management Inc | 53,515 | $4.19M | 1.24% | +515+1.0% | Added |
| BancorpSouth Bank | 51,898 | $4.07M | 0.36% | +574+1.1% | Added |
| Romano Brothers and Company | 51,673 | $4.05M | 0.63% | −2,038−3.8% | Reduced |
| O'Brien Greene & Co. Inc | 51,617 | $4.04M | 1.48% | −506−1.0% | Reduced |
| Norinchukin Bank, The | 51,527 | $4.04M | 0.09% | −58,618−53.2% | Reduced |
| Rench Wealth Management, Inc. | 51,501 | $4.04M | 1.85% | +160.0% | Added |
| CCLA Investment Management Ltd | 58,899 | $4.02M | 0.08% | +2,835+5.1% | Added |
| Needham Investment Management LLC | 51,041 | $4.00M | 0.68% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 50,922 | $3.99M | 0.92% | +7,949+18.5% | Added |
| Siemens Fonds Invest GmbH | 50,609 | $3.97M | 0.40% | −1,018−2.0% | Reduced |
| Parcion Private Wealth LLC | 50,491 | $3.96M | 0.41% | −20,731−29.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 50,482 | $3.96M | 0.09% | 00.0% | Unchanged |
| Everett Harris & Co | 50,424 | $3.95M | 0.06% | +2,115+4.4% | Added |
| Smithbridge Asset Management Inc | 49,883 | $3.91M | 0.97% | +1,528+3.2% | Added |
| CAPROCK Group, Inc. | 49,243 | $3.89M | 0.29% | +4,339+9.7% | Added |
| Fayez Sarofim & Co | 49,162 | $3.85M | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 49,025 | $3.84M | 0.10% | +40.0% | Added |
| Zions Bancorporation, N.A. | 48,790 | $3.82M | 0.34% | +8,594+21.4% | Added |
| Coston, McIsaac & Partners | 48,751 | $3.82M | 1.45% | +4,471+10.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 48,627 | $3.81M | 0.57% | +776+1.6% | Added |
| Goelzer Investment Management, Inc. | 48,567 | $3.81M | 0.27% | −1,540−3.1% | Reduced |
| MAI Capital Management | 48,297 | $3.78M | 0.06% | −2,281−4.5% | Reduced |
| LVM Capital Management Ltd | 48,214 | $3.78M | 0.53% | −24,260−33.5% | Reduced |
| Beech Hill Advisors, Inc. | 48,170 | $3.77M | 1.90% | +98+0.2% | Added |
| Appleton Partners Inc | 48,134 | $3.77M | 0.34% | −970−2.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 48,076 | $3.77M | 0.50% | +1,483+3.2% | Added |
| Azzad Asset Management Inc | 48,041 | $3.76M | 0.53% | +509+1.1% | Added |
| Snowden Capital Advisors LLC | 47,907 | $3.75M | 0.16% | −1,226−2.5% | Reduced |
| First Washington CORP | 47,899 | $3.75M | 1.52% | +1,428+3.1% | Added |
| Somerset Trust Co | 47,825 | $3.75M | 1.71% | −630−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 47,730 | $3.74M | 0.83% | +8,530+21.8% | Added |
| Argyle Capital Management Inc. | 47,370 | $3.71M | 1.36% | +1,500+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,324 | $3.71M | 0.29% | −435−0.9% | Reduced |
| DFPG Investments, LLC | 52,903 | $3.71M | 0.34% | +8,919+20.3% | Added |
| Puzo Michael J | 47,139 | $3.69M | 1.25% | +355+0.8% | Added |
| Consolidated Planning Corp | 46,967 | $3.68M | 0.82% | +2,106+4.7% | Added |
| NS Partners Ltd | 46,836 | $3.67M | 0.20% | −841−1.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 46,597 | $3.65M | 2.45% | +560+1.2% | Added |
| Quantinno Capital Management LP | 46,581 | $3.65M | 0.17% | −17,528−27.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 46,395 | $3.64M | 1.32% | +3,186+7.4% | Added |
| Garland Capital Management Inc | 46,160 | $3.62M | 2.55% | +710+1.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 45,639 | $3.61M | 0.24% | −2,400−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 45,849 | $3.59M | 0.06% | +4,504+10.9% | Added |
| Compagnie Lombard Odier SCmA | 45,813 | $3.59M | 0.08% | −219−0.5% | Reduced |
| Ossiam | 45,760 | $3.59M | 0.06% | +17,036+59.3% | Added |
| Hall Laurie J Trustee | 44,840 | $3.51M | 1.50% | +990+2.3% | Added |
| Alliance Wealth Advisors, LLC | 44,627 | $3.50M | 1.30% | +3,684+9.0% | Added |
| Berger Financial Group, Inc | 44,039 | $3.45M | 0.40% | −3,080−6.5% | Reduced |
| Wolverine Trading, LLC | 43,839 | $3.44M | 0.03% | +40,796+1,340.7% | Added |
| Focus Financial Network, Inc. | 43,379 | $3.43M | 0.19% | +1,033+2.4% | Added |
| DF Dent & Co Inc | 43,709 | $3.43M | 0.05% | +39,771+1,009.9% | Added |
| Anchor Capital Advisors LLC | 43,598 | $3.42M | 0.10% | −67,341−60.7% | Reduced |
| Semmax Financial Advisors Inc. | 47,375 | $3.41M | 1.37% | +47,375 | New |
| Stokes Capital Advisors, LLC | 43,537 | $3.41M | 1.19% | +1,149+2.7% | Added |
| Freestone Capital Holdings, LLC | 42,986 | $3.37M | 0.18% | +13,730+46.9% | Added |
| Daymark Wealth Partners, LLC | 42,848 | $3.36M | 0.23% | +3,883+10.0% | Added |
| Arkadios Wealth Advisors | 42,781 | $3.35M | 0.32% | +16,228+61.1% | Added |
| Hanson & Doremus Investment Management | 42,763 | $3.35M | 0.69% | +3,033+7.6% | Added |
| Asio Capital, LLC | 41,978 | $3.32M | 0.88% | +21,479+104.8% | Added |
| RBA Wealth Management, LLC | 42,190 | $3.31M | 1.59% | +779+1.9% | Added |
| SFMG, LLC | 42,060 | $3.30M | 0.34% | +2,852+7.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 41,959 | $3.29M | 0.13% | +523+1.3% | Added |
| Andra AP-fonden | 41,629 | $3.26M | 0.19% | −3,600−8.0% | Reduced |
| Harrell Investment Partners, LLC | 41,815 | $3.25M | 1.11% | +12,420+42.3% | Added |
| Courier Capital LLC | 41,473 | $3.25M | 0.27% | +188+0.5% | Added |
| Chartwell Investment Partners, LLC | 41,048 | $3.22M | 0.12% | −2,818−6.4% | Reduced |
| National Asset Management, Inc. | 40,468 | $3.20M | 0.09% | +4,381+12.1% | Added |
| SG Americas Securities, LLC | 40,817 | $3.20M | 0.04% | −48,889−54.5% | Reduced |
| Brady Family Wealth, LLC | 40,793 | $3.20M | 1.24% | −273−0.7% | Reduced |
| Verition Fund Management LLC | 40,766 | $3.19M | 0.04% | +14,274+53.9% | Added |
| Roberts Wealth Advisors, LLC | 44,445 | $3.19M | 1.40% | +778+1.8% | Added |
| Tower Research Capital LLC (TRC) | 40,476 | $3.17M | 0.10% | +16,574+69.3% | Added |
| Farmers National Bank | 40,247 | $3.15M | 1.10% | +4,709+13.3% | Added |
| Oak Asset Management, LLC | 40,115 | $3.14M | 1.35% | +2,000+5.2% | Added |
| Sectoral Asset Management Inc | 40,051 | $3.14M | 0.61% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 40,034 | $3.14M | 1.96% | −141−0.4% | Reduced |