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
- 2,085
- +136 vs. Q3 2023
- Shares held
- 1.09B
- −534.4K (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
- 993 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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 13,079 | $1.08M | 0.01% | −30,760−70.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,116 | $1.08M | 0.20% | −498−3.7% | Reduced |
| Peoples Bank | 13,117 | $1.08M | 0.87% | −173−1.3% | Reduced |
| CNB Bank | 13,264 | $1.09M | 0.59% | −354−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 13,310 | $1.10M | 0.21% | −130−1.0% | Reduced |
| City Holding Co | 13,336 | $1.10M | 0.18% | −5,208−28.1% | Reduced |
| Rossmore Private Capital | 13,348 | $1.10M | 0.16% | −20.0% | Reduced |
| Guardian Wealth Management, Inc. | 13,374 | $1.10M | 0.93% | −44−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 13,426 | $1.11M | 0.02% | −2,102−13.5% | Reduced |
| Epiq Partners, LLC | 13,453 | $1.11M | 0.79% | −4,700−25.9% | Reduced |
| Pflug Koory, LLC | 13,465 | $1.11M | 0.59% | +208+1.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,500 | $1.11M | 0.07% | −195−1.4% | Reduced |
| Brevan Howard Capital Management LP | 13,522 | $1.11M | 0.11% | +13,522 | New |
| Alexander Randolph Advisory, Inc. | 13,549 | $1.12M | 1.01% | +13,549 | New |
| Aberdeen Wealth Management LLC | 13,579 | $1.12M | 0.81% | 00.0% | Unchanged |
| Sentry LLC | 13,608 | $1.12M | 0.24% | −36−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,700 | $1.13M | 0.10% | +681+5.2% | Added |
| High Net Worth Advisory Group LLC | 13,703 | $1.13M | 0.42% | −90−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 13,728 | $1.13M | 0.09% | −60−0.4% | Reduced |
| IHT Wealth Management, LLC | 13,776 | $1.13M | 0.05% | −2,184−13.7% | Reduced |
| Martin Investment Management, LLC | 13,838 | $1.14M | 0.34% | +998+7.8% | Added |
| Harbor Investment Advisory, LLC | 13,862 | $1.14M | 0.13% | −2,743−16.5% | Reduced |
| Premier Path Wealth Partners, LLC | 13,739 | $1.14M | 0.25% | +13,739 | New |
| Calamos Wealth Management LLC | 13,880 | $1.14M | 0.07% | −127−0.9% | Reduced |
| Investment House LLC | 13,898 | $1.14M | 0.08% | −1,285−8.5% | Reduced |
| Canandaigua National Bank & Trust Co | 13,951 | $1.15M | 0.18% | −3,091−18.1% | Reduced |
| Sandy Spring Bank | 14,044 | $1.16M | 0.06% | −731−4.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 13,931 | $1.16M | 0.40% | −3,331−19.3% | Reduced |
| Castlekeep Investment Advisors LLC | 14,062 | $1.16M | 0.82% | +14,062 | New |
| Sterling Investment Advisors, Ltd. | 14,114 | $1.16M | 0.36% | +3,075+27.9% | Added |
| Capital Investment Advisory Services, LLC | 14,121 | $1.16M | 0.11% | −2,025−12.5% | Reduced |
| Boomfish Wealth Group, LLC | 14,178 | $1.17M | 0.84% | +14,178 | New |
| Cigna Investments Inc | 14,173 | $1.17M | 0.24% | −29−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,178 | $1.17M | 0.10% | −3,058−17.7% | Reduced |
| Outfitter Financial LLC | 14,313 | $1.18M | 1.03% | −2,011−12.3% | Reduced |
| Whitener Capital Management, Inc. | 14,474 | $1.19M | 0.43% | −516−3.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 14,558 | $1.20M | 0.30% | −4,517−23.7% | Reduced |
| RSM US Wealth Management LLC | 14,448 | $1.20M | 0.03% | −168−1.1% | Reduced |
| Apriem Advisors | 14,580 | $1.20M | 0.16% | −1,448−9.0% | Reduced |
| Community Bank of Raymore | 14,585 | $1.20M | 0.53% | 00.0% | Unchanged |
| Lake Street Financial LLC | 14,633 | $1.21M | 0.19% | −21,125−59.1% | Reduced |
| Bowman & Co S.C. | 14,681 | $1.21M | 0.84% | +798+5.7% | Added |
| Duff & Phelps Investment Management Co | 14,714 | $1.21M | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 14,042 | $1.21M | 0.04% | −689−4.7% | Reduced |
| Ridgewood Investments LLC | 14,791 | $1.22M | 0.72% | −749−4.8% | Reduced |
| Telemus Capital, LLC | 14,807 | $1.22M | 0.10% | −3,446−18.9% | Reduced |
| GoalVest Advisory LLC | 14,820 | $1.22M | 0.54% | −613−4.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 14,832 | $1.22M | 0.08% | −326,971−95.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 14,832 | $1.22M | 0.08% | −11,386−43.4% | Reduced |
| Cove Private Wealth, LLC | 14,885 | $1.23M | 1.16% | +14,885 | New |
| Two Sigma Securities, LLC | 14,889 | $1.23M | 0.06% | −6,681−31.0% | Reduced |
| CFS Investment Advisory Services, LLC | 14,897 | $1.23M | 0.22% | +1,104+8.0% | Added |
| Peterson Wealth Services | 14,898 | $1.23M | 0.53% | +14,898 | New |
| Baader Bank INC | 14,900 | $1.23M | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 14,990 | $1.23M | 0.59% | 00.0% | Unchanged |
| Viawealth, LLC | 15,040 | $1.24M | 0.85% | +2,050+15.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 15,079 | $1.24M | 1.21% | −3,188−17.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.25M | 0.33% | 00.0% | Unchanged |
| Doliver Advisors, LP | 15,163 | $1.25M | 0.38% | −555−3.5% | Reduced |
| ICW Investment Advisors LLC | 15,176 | $1.25M | 0.61% | +33+0.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.25M | 0.71% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 15,208 | $1.25M | 0.04% | −5,785−27.6% | Reduced |
| Visionary Horizons, LLC | 15,258 | $1.26M | 1.02% | +15,258 | New |
| Clear Street Markets LLC | 15,300 | $1.26M | 0.51% | +15,300 | New |
| Foundations Investment Advisors, LLC | 14,333 | $1.26M | 0.03% | +2,416+20.3% | Added |
| Qtron Investments LLC | 15,395 | $1.27M | 0.21% | 00.0% | Unchanged |
| NTV Asset Management LLC | 15,445 | $1.27M | 0.21% | −1,645−9.6% | Reduced |
| Dakota Wealth Management | 15,484 | $1.28M | 0.05% | +140+0.9% | Added |
| Dempze Nancy E | 15,534 | $1.28M | 1.07% | +265+1.7% | Added |
| Clough Capital Partners L P | 15,600 | $1.29M | 0.14% | −16,300−51.1% | Reduced |
| Trust Asset Management LLC | 15,600 | $1.29M | 0.12% | 00.0% | Unchanged |
| 1st Source Bank | 15,705 | $1.29M | 0.08% | −1,154−6.8% | Reduced |
| Forum Financial Management, LP | 15,724 | $1.30M | 0.02% | −532−3.3% | Reduced |
| Venture Visionary Partners LLC | 15,732 | $1.30M | 0.07% | −4,034−20.4% | Reduced |
| KMG Fiduciary Partners, LLC | 15,739 | $1.30M | 0.15% | +15,739 | New |
| Insight Inv LLC | 15,838 | $1.30M | 1.28% | +30+0.2% | Added |
| Aigen Investment Management, LP | 15,842 | $1.31M | 0.23% | +15,842 | New |
| Buckingham Capital Management, Inc. | 15,881 | $1.31M | 0.18% | +1,315+9.0% | Added |
| Foster & Motley Inc | 15,969 | $1.32M | 0.10% | +7,259+83.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,068 | $1.32M | 0.61% | −4,140−20.5% | Reduced |
| Consolidated Investment Group LLC | 16,100 | $1.33M | 0.23% | −45,000−73.6% | Reduced |
| Lederer & Associates Investment Counsel | 16,110 | $1.33M | 0.98% | −1,650−9.3% | Reduced |
| SlateStone Wealth, LLC | 16,114 | $1.33M | 0.17% | −1,076−6.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,114 | $1.33M | 0.08% | +2,275+16.4% | Added |
| Colton Groome Financial Advisors, LLC | 16,202 | $1.33M | 0.58% | +3,546+28.0% | Added |
| Harrington Investments, INC | 16,228 | $1.34M | 0.83% | +155+1.0% | Added |
| FRG Family Wealth Advisors LLC | 16,275 | $1.34M | 0.27% | −2,679−14.1% | Reduced |
| Nebula Research & Development LLC | 16,287 | $1.34M | 0.40% | +16,287 | New |
| Lakeside Advisors, INC. | 16,399 | $1.35M | 0.94% | −1,193−6.8% | Reduced |
| Silvercrest Asset Management Group LLC | 16,400 | $1.35M | 0.01% | −6,724−29.1% | Reduced |
| Rodgers Brothers Inc. | 16,454 | $1.36M | 0.21% | −8,300−33.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,512 | $1.36M | 0.02% | +5,207+46.1% | Added |
| Wolff Wiese Magana LLC | 16,522 | $1.36M | 1.29% | −1,224−6.9% | Reduced |
| Founders Financial Securities LLC | 16,534 | $1.36M | 0.15% | −12−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 16,491 | $1.37M | 0.08% | +681+4.3% | Added |
| Oarsman Capital, Inc. | 16,697 | $1.38M | 0.37% | −334−2.0% | Reduced |
| Dudley Capital Management, LLC | 16,706 | $1.38M | 0.88% | −650−3.7% | Reduced |
| Wintrust Investments LLC | 16,714 | $1.38M | 0.13% | −7,458−30.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 16,736 | $1.38M | 0.10% | +880+5.5% | Added |
| Rehmann Capital Advisory Group | 16,744 | $1.38M | 0.11% | −1,605−8.7% | Reduced |