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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 28,229 | $2.21M | 0.40% | +104+0.4% | Added |
| Oak Associates, Ltd | 28,202 | $2.21M | 0.18% | +381+1.4% | Added |
| Cohen Lawrence B | 28,170 | $2.21M | 1.49% | +241+0.9% | Added |
| Eqis Capital Management, Inc. | 28,120 | $2.20M | 0.27% | −5,980−17.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,117 | $2.20M | 1.49% | +462+1.7% | Added |
| Stone Point Wealth LLC | 28,100 | $2.20M | 0.94% | −1,660−5.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 27,998 | $2.19M | 0.08% | −3,469−11.0% | Reduced |
| SYSTM Wealth Solutions LLC | 27,975 | $2.19M | 0.34% | −14,764−34.5% | Reduced |
| Mutual Advisors, LLC | 27,856 | $2.18M | 0.09% | −717−2.5% | Reduced |
| Versor Investments LP | 27,840 | $2.18M | 0.44% | +16,261+140.4% | Added |
| Evercore Wealth Management, LLC | 27,728 | $2.17M | 0.04% | −4,442−13.8% | Reduced |
| Wesbanco Bank Inc | 27,667 | $2.17M | 0.09% | −1,850−6.3% | Reduced |
| Bremer Bank National Association | 27,555 | $2.16M | 0.43% | +1,074+4.1% | Added |
| LMCG Investments, LLC | 27,419 | $2.15M | 0.15% | +7,437+37.2% | Added |
| Fred Alger Management, LLC | 27,259 | $2.14M | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 27,170 | $2.13M | 0.24% | +896+3.4% | Added |
| Comerica Securities,inc. | 26,837 | $2.12M | 0.18% | −1,999−6.9% | Reduced |
| CenterStar Asset Management, LLC | 27,064 | $2.12M | 5.73% | +27,064 | New |
| Ashton Thomas Private Wealth, LLC | 27,030 | $2.12M | 0.15% | +5,646+26.4% | Added |
| Garrison Asset Management, LLC | 26,998 | $2.12M | 1.29% | +45+0.2% | Added |
| We Are One Seven, LLC | 26,790 | $2.10M | 0.16% | +2,118+8.6% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.10M | 0.29% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 26,681 | $2.09M | 0.28% | +1,232+4.8% | Added |
| Stonegate Investment Group, LLC | 26,645 | $2.09M | 0.08% | −81−0.3% | Reduced |
| Hodges Capital Management Inc. | 26,617 | $2.09M | 0.25% | +1,583+6.3% | Added |
| Delta Capital Management LLC | 26,430 | $2.07M | 1.55% | −680−2.5% | Reduced |
| Notis-McConarty Edward | 26,426 | $2.07M | 0.84% | +500+1.9% | Added |
| Concentric Wealth Management, LLC | 26,413 | $2.07M | 0.68% | +115+0.4% | Added |
| 180 Wealth Advisors, LLC | 26,365 | $2.07M | 0.46% | +2,152+8.9% | Added |
| Shorepoint Capital Partners LLC | 26,329 | $2.06M | 0.61% | +614+2.4% | Added |
| Advisors Management Group Inc | 26,285 | $2.06M | 0.62% | +751+2.9% | Added |
| Empire Financial Management Company, LLC | 26,227 | $2.06M | 0.90% | −301−1.1% | Reduced |
| Gunn & Co Investment Management, Inc. | 26,218 | $2.05M | 1.81% | +26,218 | New |
| First Hawaiian Bank | 26,211 | $2.05M | 0.07% | −1,092−4.0% | Reduced |
| Cordatus Wealth Management LLC | 26,182 | $2.05M | 1.87% | −1,228−4.5% | Reduced |
| Bank Ozk | 26,166 | $2.05M | 1.13% | −317−1.2% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.05M | 0.32% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 25,887 | $2.03M | 0.93% | +1,405+5.7% | Added |
| Hall Private Wealth Advisors | 25,866 | $2.03M | 1.36% | −21,120−44.9% | Reduced |
| Nations Financial Group Inc, | 25,740 | $2.02M | 0.20% | −1,148−4.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,491 | $2.02M | 0.16% | −783−3.0% | Reduced |
| Caliber Wealth Management, LLC | 25,667 | $2.01M | 1.35% | +2,477+10.7% | Added |
| Saxon Interests, Inc. | 25,667 | $2.01M | 1.35% | +17,671+221.0% | Added |
| HBW Advisory Services LLC | 25,650 | $2.01M | 0.42% | +12,490+94.9% | Added |
| IFG Advisory, LLC | 25,496 | $2.00M | 0.17% | +791+3.2% | Added |
| Regent Peak Wealth Advisors LLC | 25,287 | $1.98M | 0.61% | +370+1.5% | Added |
| Robinson Value Management, Ltd. | 25,115 | $1.97M | 1.47% | +126+0.5% | Added |
| Cubic Asset Management, LLC | 25,038 | $1.96M | 0.54% | −3,300−11.6% | Reduced |
| United Fire Group Inc | 25,000 | $1.96M | 3.82% | 00.0% | Unchanged |
| Rathbone Brothers plc | 24,924 | $1.95M | 0.01% | +877+3.6% | Added |
| Rodgers Brothers Inc. | 24,754 | $1.94M | 0.33% | +1,189+5.0% | Added |
| Cambridge Trust Co | 24,664 | $1.93M | 0.09% | +3,985+19.3% | Added |
| Jupiter Asset Management Ltd | 24,652 | $1.93M | 0.02% | −59,303−70.6% | Reduced |
| Evexia Wealth LLC | 26,980 | $1.93M | 0.98% | −54,481−66.9% | Reduced |
| Okabena Investment Services Inc | 24,376 | $1.91M | 1.49% | +2,891+13.5% | Added |
| Wetherby Asset Management Inc | 24,375 | $1.91M | 0.11% | −716−2.9% | Reduced |
| Banco de Sabadell, S.A | 24,289 | $1.91M | 1.65% | +2,620+12.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,315 | $1.91M | 1.48% | +545+2.3% | Added |
| Lloyd Advisory Services, LLC. | 24,284 | $1.90M | 0.63% | +24,284 | New |
| Norden Group LLC | 24,284 | $1.90M | 0.63% | +24,284 | New |
| Desjardins Global Asset Management Inc. | 24,283 | $1.90M | 0.21% | +2,041+9.2% | Added |
| Wintrust Investments LLC | 24,172 | $1.89M | 0.20% | −19,356−44.5% | Reduced |
| Belpointe Asset Management LLC | 24,170 | $1.89M | 0.20% | +8,167+51.0% | Added |
| Old North State Wealth Management, LLC | 24,092 | $1.89M | 1.66% | +1,462+6.5% | Added |
| Citadel Investment Advisory, Inc. | 24,070 | $1.89M | 1.24% | 00.0% | Unchanged |
| Kidder Stephen W | 24,060 | $1.89M | 0.65% | +5,050+26.6% | Added |
| Boston Family Office LLC | 24,003 | $1.88M | 0.15% | +4,203+21.2% | Added |
| Spinnaker Trust | 23,984 | $1.88M | 0.14% | −1,842−7.1% | Reduced |
| Econ Financial Services Corp | 23,974 | $1.88M | 1.37% | −8,002−25.0% | Reduced |
| Alpha Cubed Investments, LLC | 23,960 | $1.88M | 0.13% | −60,494−71.6% | Reduced |
| Arete Wealth Advisors, LLC | 23,851 | $1.87M | 0.32% | +10,560+79.5% | Added |
| Ingalls & Snyder LLC | 23,821 | $1.87M | 0.09% | −425−1.8% | Reduced |
| Cercano Management LLC | 23,800 | $1.86M | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,689 | $1.86M | 0.05% | +4,926+26.3% | Added |
| Valeo Financial Advisors, LLC | 23,604 | $1.85M | 0.08% | +1,278+5.7% | Added |
| Global Retirement Partners, LLC | 24,120 | $1.84M | 0.09% | +826+3.5% | Added |
| Harfst & Associates, Inc. | 23,429 | $1.84M | 0.52% | −14−0.1% | Reduced |
| Umb Bank N A | 23,405 | $1.83M | 0.03% | −381−1.6% | Reduced |
| Greenline Partners, LLC | 23,304 | $1.83M | 0.34% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 23,278 | $1.82M | 0.05% | +18,246+362.6% | Added |
| Koss-Olinger Consulting, LLC | 23,268 | $1.82M | 0.27% | +192+0.8% | Added |
| Cypress Asset Management Inc | 23,179 | $1.82M | 0.61% | −917−3.8% | Reduced |
| Hengehold Capital Management LLC | 23,166 | $1.82M | 0.24% | +832+3.7% | Added |
| Nixon Peabody Trust Co | 23,154 | $1.81M | 1.52% | +950+4.3% | Added |
| Silvercrest Asset Management Group LLC | 23,124 | $1.81M | 0.01% | −100−0.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,014 | $1.80M | 0.99% | +30.0% | Added |
| West Michigan Advisors, LLC | 22,832 | $1.79M | 0.96% | +574+2.6% | Added |
| Oak Harbor Wealth Partners, LLC | 22,816 | $1.79M | 0.64% | +2,181+10.6% | Added |
| Cannell Peter B & Co Inc | 22,800 | $1.79M | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 22,666 | $1.78M | 0.08% | −216−0.9% | Reduced |
| Sumitomo Life Insurance Co | 22,632 | $1.77M | 0.05% | −295−1.3% | Reduced |
| Bradley Foster & Sargent Inc | 20,125 | $1.77M | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 22,497 | $1.76M | 0.33% | −211−0.9% | Reduced |
| Bristlecone Advisors, LLC | 22,481 | $1.76M | 0.20% | +981+4.6% | Added |
| Peak Asset Management, LLC | 22,445 | $1.76M | 0.42% | +22,445 | New |
| Citizens National Bank Trust Department | 22,381 | $1.75M | 0.48% | −1,518−6.4% | Reduced |
| Mattern Wealth Management LLC | 22,302 | $1.75M | 0.51% | +818+3.8% | Added |
| Sawyer & Company, Inc | 22,273 | $1.75M | 0.81% | −90−0.4% | Reduced |
| Wambolt & Associates, LLC | 22,319 | $1.74M | 0.63% | +3,452+18.3% | Added |
| PFG Investments, LLC | 22,139 | $1.73M | 0.33% | +1,326+6.4% | Added |