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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 39,918 | $3.13M | 0.34% | +39,918 | New |
| Core Alternative Capital | 39,875 | $3.12M | 0.48% | +1,874+4.9% | Added |
| Proquility Private Wealth Partners, LLC | 39,720 | $3.11M | 1.28% | −1,692−4.1% | Reduced |
| Nelson Capital Management, LLC | 39,684 | $3.11M | 0.76% | −1,028−2.5% | Reduced |
| Vinva Investment Management Ltd | 39,310 | $3.09M | 0.29% | +271+0.7% | Added |
| Gilman Hill Asset Management, LLC | 39,379 | $3.09M | 0.61% | +1,555+4.1% | Added |
| ProVise Management Group, LLC | 39,291 | $3.08M | 0.29% | +8,496+27.6% | Added |
| Keene & Associates, Inc. | 39,289 | $3.08M | 2.47% | +195+0.5% | Added |
| Jacobs & Co | 39,192 | $3.07M | 0.38% | −8,175−17.3% | Reduced |
| First American Bank | 39,173 | $3.07M | 0.28% | +602+1.6% | Added |
| Donaldson Capital Management, LLC | 39,060 | $3.06M | 0.14% | −507,671−92.9% | Reduced |
| Bridge Creek Capital Management LLC | 39,058 | $3.06M | 1.16% | −182−0.5% | Reduced |
| Demars Financial Group, LLC | 38,917 | $3.05M | 1.74% | +404+1.0% | Added |
| Advisor Partners II, LLC | 38,855 | $3.04M | 0.12% | −642−1.6% | Reduced |
| Fiduciary Trust Co | 38,471 | $3.01M | 0.06% | −929−2.4% | Reduced |
| Old Second National Bank of Aurora | 38,234 | $3.00M | 0.91% | −939−2.4% | Reduced |
| Augustine Asset Management Inc | 38,088 | $2.98M | 1.38% | +1,990+5.5% | Added |
| Meritage Portfolio Management | 37,936 | $2.97M | 0.22% | −520−1.4% | Reduced |
| Financial Advisory Partners, LLC | 37,916 | $2.97M | 1.20% | +481+1.3% | Added |
| Twin Capital Management Inc | 37,635 | $2.95M | 0.42% | +4,643+14.1% | Added |
| Hamel Associates, Inc. | 37,445 | $2.93M | 1.07% | −1,550−4.0% | Reduced |
| Lido Advisors, LLC | 37,334 | $2.93M | 0.03% | −31,756−46.0% | Reduced |
| Perkins Coie Trust Co | 36,909 | $2.89M | 0.82% | +2,739+8.0% | Added |
| Leelyn Smith, LLC | 36,877 | $2.89M | 0.71% | +3,166+9.4% | Added |
| BTC Capital Management, Inc. | 36,643 | $2.87M | 0.33% | −2,452−6.3% | Reduced |
| Strategic Advisors LLC | 36,280 | $2.84M | 0.56% | +3,001+9.0% | Added |
| Bank of Nova Scotia | 36,255 | $2.84M | 0.01% | −2,531−6.5% | Reduced |
| Pathway Financial Advisers, LLC | 36,159 | $2.83M | 1.17% | +36,159 | New |
| Lake Street Financial LLC | 35,758 | $2.81M | 0.51% | +28+0.1% | Added |
| Fundamentun, LLC | 35,858 | $2.81M | 0.42% | +2,405+7.2% | Added |
| Intact Investment Management Inc. | 35,800 | $2.81M | 0.12% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 35,687 | $2.80M | 0.46% | −525−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 35,642 | $2.79M | 1.09% | −123−0.3% | Reduced |
| Apollon Wealth Management, LLC | 35,539 | $2.78M | 0.14% | +1,189+3.5% | Added |
| United Services Automobile Association | 35,461 | $2.78M | 0.07% | +3,686+11.6% | Added |
| VELA Investment Management, LLC | 35,274 | $2.76M | 1.21% | +2,556+7.8% | Added |
| Beach Investment Counsel Inc | 34,925 | $2.74M | 0.34% | +200+0.6% | Added |
| Exchange Capital Management, Inc. | 34,891 | $2.73M | 0.52% | +2,760+8.6% | Added |
| Family Management Corp | 34,858 | $2.73M | 0.63% | −315−0.9% | Reduced |
| TCTC Holdings, LLC | 34,597 | $2.71M | 0.10% | −8,209−19.2% | Reduced |
| Flputnam Investment Management Co | 34,544 | $2.71M | 0.08% | −7,064−17.0% | Reduced |
| GHP Investment Advisors, Inc. | 37,592 | $2.71M | 0.16% | +1,266+3.5% | Added |
| Argonautica Private Wealth Management, Inc | 34,392 | $2.69M | 1.21% | +4,054+13.4% | Added |
| Strategy Asset Managers LLC | 34,225 | $2.68M | 0.70% | −11,393−25.0% | Reduced |
| L2 Asset Management, LLC | 37 | $2.68M | 1.29% | −34,027−99.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.68M | 1.12% | 00.0% | Unchanged |
| Horizon Investments, LLC | 34,116 | $2.67M | 0.08% | −458−1.3% | Reduced |
| Northwest Investment Counselors, LLC | 34,033 | $2.67M | 0.74% | +3,505+11.5% | Added |
| Alley Investment Management Company, LLC | 34,032 | $2.67M | 0.45% | −42,279−55.4% | Reduced |
| Vident Advisory, LLC | 33,923 | $2.66M | 0.08% | +33,923 | New |
| Sigma Planning Corp | 33,910 | $2.66M | 0.10% | −468−1.4% | Reduced |
| Broderick Brian C | 33,633 | $2.64M | 0.73% | +6,647+24.6% | Added |
| Conning Inc. | 33,618 | $2.63M | 0.10% | +2,041+6.5% | Added |
| Intrua Financial, LLC | 33,581 | $2.63M | 0.48% | −1,646−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,342 | $2.61M | 0.14% | +22,216+199.7% | Added |
| Community Trust & Investment Co | 33,294 | $2.61M | 0.22% | −836−2.4% | Reduced |
| Savant Capital, LLC | 33,013 | $2.59M | 0.04% | +120+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,673 | $2.56M | 0.01% | −56,673−63.4% | Reduced |
| Investment Management Corp of Ontario | 32,648 | $2.56M | 0.10% | +6,567+25.2% | Added |
| NovaPoint Capital, LLC | 32,633 | $2.56M | 1.02% | +1,953+6.4% | Added |
| Bard Financial Services, Inc. | 32,470 | $2.54M | 0.31% | −1,375−4.1% | Reduced |
| Plimoth Trust Co LLC | 32,428 | $2.54M | 0.80% | −630−1.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 32,013 | $2.51M | 0.59% | −3,922−10.9% | Reduced |
| Richelieu Gestion PLC | 31,902 | $2.50M | 2.32% | −14,272−30.9% | Reduced |
| Clough Capital Partners L P | 31,900 | $2.50M | 0.27% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 31,763 | $2.49M | 1.31% | +4,270+15.5% | Added |
| Liberty One Investment Management, LLC | 31,754 | $2.49M | 0.36% | +2,077+7.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,615 | $2.48M | 2.09% | +100+0.3% | Added |
| Financial Advisory Service, Inc. | 31,535 | $2.47M | 0.26% | +1,170+3.9% | Added |
| HM Payson & Co | 31,255 | $2.45M | 0.06% | +329+1.1% | Added |
| Phoenix Wealth Advisors | 31,192 | $2.44M | 1.44% | +803+2.6% | Added |
| Fulton Bank, N.A. | 30,952 | $2.43M | 0.12% | +1,557+5.3% | Added |
| Claret Asset Management Corp | 30,931 | $2.42M | 0.48% | −479−1.5% | Reduced |
| St Germain D J Co Inc | 30,889 | $2.42M | 0.14% | +122+0.4% | Added |
| Tevis Investment Management | 30,691 | $2.40M | 2.44% | +2,987+10.8% | Added |
| Slagle Financial, LLC | 30,442 | $2.39M | 1.46% | +2,710+9.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 30,415 | $2.38M | 2.49% | −125−0.4% | Reduced |
| Wedbush Securities Inc | 30,388 | $2.38M | 0.12% | +1,399+4.8% | Added |
| Paradigm Asset Management Co LLC | 30,300 | $2.37M | 0.67% | −1,900−5.9% | Reduced |
| Uncommon Cents Investing LLC | 30,124 | $2.36M | 0.87% | +1,227+4.2% | Added |
| RFG Advisory, LLC | 30,096 | $2.36M | 0.11% | +6,130+25.6% | Added |
| Intrepid Family Office LLC | 30,000 | $2.35M | 4.07% | +5,000+20.0% | Added |
| Sound View Wealth Advisors Group, LLC | 29,988 | $2.35M | 0.29% | +2,224+8.0% | Added |
| Columbia Asset Management | 29,837 | $2.34M | 0.52% | +35+0.1% | Added |
| Blackhawk Capital Partners LLC. | 29,743 | $2.33M | 1.70% | +2,291+8.3% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.33M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 29,684 | $2.33M | 0.06% | +29,684 | New |
| Cohen Capital Management, Inc. | 29,552 | $2.32M | 0.47% | 00.0% | Unchanged |
| Ami Investment Management Inc | 29,497 | $2.31M | 1.04% | +29,497 | New |
| Simplify Asset Management Inc. | 29,466 | $2.31M | 0.38% | −18,053−38.0% | Reduced |
| Moody National Bank Trust Division | 29,391 | $2.30M | 0.15% | +6,962+31.0% | Added |
| Legacy Advisors, LLC | 29,101 | $2.30M | 0.37% | −356−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 29,350 | $2.30M | 0.15% | −6,121−17.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 29,559 | $2.30M | 1.10% | −886−2.9% | Reduced |
| Resonant Capital Advisors, LLC | 28,969 | $2.29M | 0.24% | −200−0.7% | Reduced |
| Palouse Capital Management, Inc. | 29,126 | $2.28M | 1.69% | −566−1.9% | Reduced |
| LMR Partners LLP | 28,771 | $2.25M | 0.05% | +28,771 | New |
| JNBA Financial Advisors | 28,708 | $2.25M | 0.28% | +110.0% | Added |
| Vestcor Inc | 28,359 | $2.22M | 0.08% | −2,978−9.5% | Reduced |
| FDx Advisors, Inc. | 28,280 | $2.22M | 0.18% | −18,889−40.0% | Reduced |