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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inspire Trust Co, N.A. | 10,869 | $895.4K | 0.92% | +10,869 | New |
| Brighton Jones LLC | 10,869 | $895.8K | 0.04% | +197+1.8% | Added |
| Mork Capital Management, LLC | 10,890 | $897.1K | 0.55% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 10,856 | $901.8K | 0.18% | +354+3.4% | Added |
| Alan B. Lancz & Associates, Inc. | 10,948 | $901.9K | 0.95% | −200−1.8% | Reduced |
| Golden State Equity Partners | 10,963 | $903.1K | 0.22% | −3,510−24.3% | Reduced |
| Ballentine Partners, LLC | 10,970 | $903.7K | 0.02% | −3,505−24.2% | Reduced |
| Cornerstone Wealth Management, LLC | 10,982 | $904.7K | 0.08% | +940+9.4% | Added |
| Jupiter Wealth Management LLC | 11,000 | $906.2K | 0.53% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,021 | $907.9K | 0.27% | −298−2.6% | Reduced |
| XML Financial, LLC | 11,028 | $908.5K | 0.10% | −5,712−34.1% | Reduced |
| Coastline Trust Co | 11,050 | $910.3K | 0.12% | −40−0.4% | Reduced |
| Wealthspire Advisors, LLC | 11,050 | $910.3K | 0.01% | +1,492+15.6% | Added |
| Cito Capital Group, LLC | 10,988 | $911.0K | 0.39% | +50+0.5% | Added |
| Etesian Wealth Advisors, Inc. | 11,045 | $913.8K | 0.55% | +40+0.4% | Added |
| FirstPurpose Wealth LLC | 11,145 | $918.1K | 0.35% | +628+6.0% | Added |
| Resources Investment Advisors, LLC. | 11,147 | $918.3K | 0.02% | +1,407+14.4% | Added |
| Strengthening Families & Communities, LLC | 11,154 | $918.8K | 0.64% | +747+7.2% | Added |
| Sowell Financial Services LLC | 11,094 | $921.0K | 0.05% | −715−6.1% | Reduced |
| Stableford Capital II LLC | 10,590 | $922.3K | 0.40% | +198+1.9% | Added |
| Ascent Wealth Partners, LLC | 11,200 | $922.7K | 0.15% | −539−4.6% | Reduced |
| Stratos Wealth Advisors, LLC | 11,208 | $923.4K | 0.05% | −2,019−15.3% | Reduced |
| Morningstar Investment Management LLC | 11,215 | $924.0K | 0.11% | −824−6.8% | Reduced |
| Marcum Wealth, LLC | 11,220 | $924.3K | 0.10% | −1,070−8.7% | Reduced |
| 17 Capital Partners, LLC | 11,228 | $925.0K | 0.85% | +11,228 | New |
| Adviser Investments LLC | 11,261 | $927.7K | 0.01% | +5,174+85.0% | Added |
| Summit Trail Advisors, LLC | 11,192 | $929.7K | 0.03% | −615−5.2% | Reduced |
| Moseley Investment Management Inc | 11,332 | $933.6K | 0.52% | +169+1.5% | Added |
| Moody National Bank Trust Division | 11,335 | $933.8K | 0.07% | −18,056−61.4% | Reduced |
| Fiduciary Group LLC | 11,338 | $934.0K | 0.11% | −7,564−40.0% | Reduced |
| Mitchell Sinkler & Starr | 11,351 | $935.1K | 0.17% | +11,351 | New |
| First Foundation Advisors | 11,391 | $938.4K | 0.04% | −2,393−17.4% | Reduced |
| Accredited Investors Inc. | 11,394 | $938.6K | 0.07% | −344−2.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 11,395 | $939.0K | 0.29% | −795−6.5% | Reduced |
| BKM Wealth Management, LLC | 11,421 | $940.9K | 0.40% | +11,421 | New |
| StrongBox Wealth, LLC | 11,445 | $942.8K | 0.55% | +11,445 | New |
| BlueCrest Capital Management Ltd | 11,450 | $943.3K | 0.16% | −6,773−37.2% | Reduced |
| Cornercap Investment Counsel Inc | 11,451 | $943.3K | 0.15% | +11,451 | New |
| Central Trust Co | 11,489 | $946.4K | 0.03% | −1,693−12.8% | Reduced |
| Sigma Planning Corp | 11,494 | $946.8K | 0.07% | −22,416−66.1% | Reduced |
| Investors Research Corp | 11,544 | $951.0K | 0.23% | −2,820−19.6% | Reduced |
| GeoWealth Management, LLC | 11,530 | $951.0K | 0.08% | +11,042+2,262.7% | Added |
| IFP Advisors, Inc | 11,601 | $955.4K | 0.05% | −3,644−23.9% | Reduced |
| First Dallas Securities Inc. | 11,648 | $960.0K | 0.49% | +8,054+224.1% | Added |
| Xcel Wealth Management, LLC | 11,680 | $962.2K | 0.34% | −2,549−17.9% | Reduced |
| Unique Wealth Strategies, LLC | 11,707 | $964.4K | 0.64% | +11,707 | New |
| Auxano Advisors, LLC | 11,716 | $965.2K | 0.32% | −455−3.7% | Reduced |
| Kinneret Advisory, LLC | 11,634 | $966.4K | 0.11% | −74−0.6% | Reduced |
| Chilton Capital Management LLC | 11,746 | $967.6K | 0.05% | +584+5.2% | Added |
| Beaumont Asset Management, L.L.C. | 11,755 | $968.4K | 0.68% | −2,610−18.2% | Reduced |
| Harbour Investments, Inc. | 11,762 | $969.0K | 0.04% | +1,702+16.9% | Added |
| LS Investment Advisors, LLC | 11,785 | $970.8K | 0.17% | −570−4.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 11,787 | $971.0K | 0.27% | +11,787 | New |
| Sawgrass Asset Management LLC | 11,876 | $978.3K | 0.11% | −181−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,878 | $978.5K | 0.13% | −1,638−12.1% | Reduced |
| Bartlett & Co. LLC | 11,800 | $984.0K | 0.02% | −937−7.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,800 | $984.4K | 0.02% | −937−7.4% | Reduced |
| NVWM, LLC | 11,865 | $986.1K | 0.30% | −640−5.1% | Reduced |
| Pearl River Capital, LLC | 12,024 | $990.5K | 0.16% | +12,024 | New |
| Capital Investment Advisors, LLC | 12,045 | $992.3K | 0.02% | −2,036−14.5% | Reduced |
| Machina Capital S.A.S. | 12,074 | $994.7K | 0.64% | +12,074 | New |
| Hilltop Holdings Inc. | 12,114 | $997.9K | 0.11% | −495−3.9% | Reduced |
| Transatlantique Private Wealth LLC | 12,361 | $998.9K | 0.47% | −151−1.2% | Reduced |
| Wealth Alliance | 12,187 | $1.00M | 0.14% | −1,528−11.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 12,209 | $1.01M | 0.08% | −2,072−14.5% | Reduced |
| Continuum Advisory, LLC | 12,228 | $1.01M | 0.14% | +4,106+50.6% | Added |
| Central Valley Advisors, LLC | 12,252 | $1.01M | 0.59% | +12,252 | New |
| Peapack Gladstone Financial Corp | 12,258 | $1.01M | 0.02% | −345−2.7% | Reduced |
| Essex Financial Services, Inc. | 12,272 | $1.01M | 0.10% | −3,371−21.5% | Reduced |
| Trust Co of Oklahoma | 12,278 | $1.01M | 0.38% | −2,514−17.0% | Reduced |
| Perigon Wealth Management, LLC | 12,296 | $1.01M | 0.03% | −622−4.8% | Reduced |
| St. Clair Advisors, LLC | 12,335 | $1.02M | 0.35% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 12,406 | $1.02M | 1.18% | +5,079+69.3% | Added |
| Avidian Wealth Solutions, LLC | 12,465 | $1.03M | 0.06% | −865−6.5% | Reduced |
| NorthRock Partners, LLC | 12,446 | $1.03M | 0.04% | +6,761+118.9% | Added |
| DT Investment Partners, LLC | 11,884 | $1.03M | 0.11% | −322−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,568 | $1.04M | 0.02% | −4,184−25.0% | Reduced |
| Smith, Moore & Co. | 12,597 | $1.04M | 0.12% | −19−0.2% | Reduced |
| International Assets Investment Management, LLC | 12,607 | $1.04M | 0.13% | +302+2.5% | Added |
| LVW Advisors, LLC | 12,621 | $1.04M | 0.19% | −7,437−37.1% | Reduced |
| HighPoint Advisor Group LLC | 12,488 | $1.04M | 0.07% | +12,488 | New |
| Provenance Wealth Advisors, LLC | 12,634 | $1.04M | 0.14% | +655+5.5% | Added |
| Angeles Investment Advisors, LLC | 12,627 | $1.05M | 0.06% | +128+1.0% | Added |
| Anchor Capital Advisors LLC | 12,740 | $1.05M | 0.03% | −30,858−70.8% | Reduced |
| Signaturefd, LLC | 12,765 | $1.05M | 0.02% | −2,835−18.2% | Reduced |
| Meeder Advisory Services, Inc. | 12,796 | $1.05M | 0.12% | −2,974−18.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,799 | $1.05M | 0.01% | −213−1.6% | Reduced |
| Monetary Management Group Inc | 12,800 | $1.05M | 0.33% | +75+0.6% | Added |
| Wellington Shields & Co., LLC | 12,800 | $1.05M | 0.39% | +1,865+17.1% | Added |
| Bank of Hawaii | 12,819 | $1.06M | 0.06% | −276−2.1% | Reduced |
| Lipe & Dalton | 12,860 | $1.06M | 0.57% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 12,817 | $1.06M | 0.10% | +12,817 | New |
| MSH Capital Advisors LLC | 12,960 | $1.07M | 0.40% | −653−4.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.07M | 0.37% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.07M | 0.15% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 13,026 | $1.07M | 0.30% | −3,671−22.0% | Reduced |
| V-Square Quantitative Management LLC | 13,026 | $1.07M | 0.26% | +8,332+177.5% | Added |
| Main Street Financial Solutions, LLC | 13,045 | $1.07M | 0.14% | −171−1.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,054 | $1.08M | 0.12% | +9,376+254.9% | Added |
| Integrated Advisors Network LLC | 13,067 | $1.08M | 0.06% | −3,269−20.0% | Reduced |