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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, Q4 2023

Institutional positions in Medtronic plc as of Dec 31, 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
2,086
+136 vs. Q3 2023
Shares held
1.09B
−535.5K (0.0%) vs. Q3 2023
Total value
$89.9B
+$4.32B (+5.0%) vs. Q3 2023
New holders
270
652 more added
Sold out
134
994 more reduced

31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 2,086 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ4 2023: $89.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2023.

Institutions holding MDT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Koesten, Hirschmann & Crabtree, INC.1$1160.00%00.0%Unchanged
Wiser Advisor Group LLC2$1660.00%+2New
Rise Advisors, LLC4$3690.00%−29−87.9%Reduced
Cedar Wealth Management, LLC7$5770.00%00.0%Unchanged
Lowe Wealth Advisors, LLC9$7410.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.9$7410.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$8240.00%00.0%Unchanged
Evolution Advisers, Inc.10$1.00K0.00%+10New
True Wealth Design, LLC13$1.07K0.00%+2+18.2%Added
Country Trust Bank16$1.32K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC16$1.32K0.00%+16New
Ables, Iannone, Moore & Associates, Inc.20$1.65K0.00%+20New
Financial Synergies Wealth Advisors, Inc.24$1.87K0.00%−260−91.5%Reduced
Versant Capital Management, Inc24$1.98K0.00%−141−85.5%Reduced
Oliver Lagore Vanvalin Investment Group24$1.98K0.00%−82−77.4%Reduced
Moisand Fitzgerald Tamayo, LLC24$1.98K0.00%+24New
Covestor Ltd26$2.00K0.00%−40−60.6%Reduced
Pineridge Advisors LLC25$2.06K0.00%+25New
West Branch Capital LLC26$2.13K0.00%−89−77.4%Reduced
Northwest Capital Management Inc28$2.31K0.00%00.0%Unchanged
Retirement Group, LLC28$2.31K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc30$2.47K0.00%+30New
Aspect Partners, LLC30$2.47K0.00%+30New
POM Investment Strategies, LLC33$2.72K0.00%+33New
Cooksen Wealth, LLC33$2.72K0.00%+33New
Fairman Group, LLC36$2.99K0.00%+36New
Thompson Siegel & Walmsley LLC33$3.00K0.00%−20−37.7%Reduced
Ruedi Wealth Management, Inc.37$3.05K0.00%+37New
Clarity Asset Management, Inc.38$3.11K0.00%+38New
Game Plan Financial Advisors, LLC40$3.29K0.00%+40New
Morton Brown Family Wealth, LLC43$3.54K0.00%+43New
DiNuzzo Private Wealth, Inc.48$3.96K0.00%+48New
Scarborough Advisors, LLC54$4.45K0.00%+54New
LM Advisors LLC57$4.68K0.00%+57New
ORG Partners LLC59$4.86K0.00%−2,167−97.3%Reduced
Voisard Asset Management Group, Inc.59$4.86K0.00%+59New
Stone House Investment Management, LLC60$4.94K0.00%−193−76.3%Reduced
Long Island Wealth Management, Inc.62$5.00K0.00%+62New
Spotlight Asset Group, Inc.65$5.09K0.00%00.0%Unchanged
O'Dell Group, LLC62$5.11K0.00%+62New
Blue Bell Private Wealth Management, LLC71$5.85K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC71$5.88K0.00%00.0%Unchanged
Valued Wealth Advisors LLC76$6.01K0.01%+76New
Core Wealth Advisors, Inc.75$6.18K0.00%00.0%Unchanged
Y.D. More Investments Ltd75$6.18K0.00%00.0%Unchanged
Gs Investments, Inc.82$6.75K0.00%−12,708−99.4%Reduced
Naples Money Management LLC84$6.92K0.01%+84New
Private Wealth Management Group, LLC84$6.92K0.00%+84New
Horizon Bancorp Inc82$7.00K0.00%−44−34.9%Reduced
First United Bank Trust86$7.08K0.00%+86New
Main Street Group, LTD88$7.25K0.00%+88New
Caitlin John, LLC87$7.27K0.01%+87New
C M Bidwell & Associates Ltd91$7.50K0.01%00.0%Unchanged
Global Wealth Strategies & Associates92$7.58K0.00%00.0%Unchanged
Global Financial Private Client, LLC92$7.58K0.00%00.0%Unchanged
Halpern Financial, Inc.95$7.90K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$8.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC98$8.07K0.00%00.0%Unchanged
Security National Bank100$8.24K0.00%+100New
Burkett Financial Services, LLC100$8.24K0.00%+100New
Pingora Partners LLC100$8.24K0.01%+100New
Nordwand Advisors, LLC102$8.40K0.00%+102New
Investment Research & Advisory Group, Inc.109$8.98K0.00%00.0%Unchanged
PFS Partners, LLC110$9.06K0.01%+1+0.9%Added
Mascoma Wealth Management LLC110$9.06K0.00%−110−50.0%Reduced
Transcendent Capital Group LLC115$9.47K0.01%+115New
Creekmur Asset Management LLC116$9.56K0.00%+116New
Sofos Investments, Inc.118$9.85K0.00%−249−67.8%Reduced
IAG Wealth Partners, LLC125$10.3K0.00%+1+0.8%Added
Grayhawk Investment Strategies Inc.127$10.5K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC128$10.5K0.00%−29−18.5%Reduced
Old Point Trust & Financial Services N A129$10.6K0.00%+129New
PFG Private Wealth Management, LLC130$10.7K0.01%−184−58.6%Reduced
Paladin Advisory Group, LLC132$10.9K0.01%−38−22.4%Reduced
Fairfield Financial Advisors, LTD135$11.1K0.00%−5−3.6%Reduced
Stephens Consulting, LLC140$11.5K0.00%00.0%Unchanged
Cordant, Inc.145$11.9K0.01%+145New
Tyler-Stone Wealth Management148$12.2K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC148$12.2K0.01%00.0%Unchanged
Tortoise Investment Management, LLC155$12.7K0.00%+1+0.6%Added
Quarry LP156$12.9K0.01%−110−41.4%Reduced
Red Tortoise LLC162$13.3K0.01%−146−47.4%Reduced
Avion Wealth172$14.0K0.00%+62+56.4%Added
Ritter Daniher Financial Advisory LLC170$14.0K0.01%00.0%Unchanged
RFP Financial Group LLC187$15.4K0.01%+187New
Avalon Trust Co200$16.5K0.00%00.0%Unchanged
Front Row Advisors LLC200$16.6K0.01%−557−73.6%Reduced
Clear Point Advisors Inc.205$16.9K0.01%+205New
SOA Wealth Advisors, LLC.206$17.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC207$17.0K0.01%+2+1.0%Added
Kiely Wealth Advisory Group, Inc.200$17.2K0.01%+200New
Tradewinds Capital Management, LLC213$17.5K0.01%00.0%Unchanged
Lummis Asset Management, LP213$17.5K0.01%+213New
DHJJ Financial Advisors, Ltd.215$17.7K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC217$17.9K0.00%−8−3.6%Reduced
JCIC Asset Management Inc.235$19.4K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC242$19.9K0.00%+242New
WFA Asset Management Corp250$20.6K0.01%−65−20.6%Reduced
McIlrath & Eck, LLC251$20.7K0.00%+68+37.2%Added
Able Wealth Management LLC272$22.4K0.02%+272New