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
- 2,085
- +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 | 2,149 | $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, 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 |
|---|---|---|---|---|---|
| Kidder Stephen W | 21,755 | $1.79M | 0.58% | −2,305−9.6% | Reduced |
| Point72 Middle East FZE | 21,764 | $1.79M | 0.12% | +21,764 | New |
| Strategy Asset Managers LLC | 21,831 | $1.80M | 0.43% | −12,394−36.2% | Reduced |
| Bank Ozk | 21,854 | $1.80M | 0.88% | −4,312−16.5% | Reduced |
| Quadcap Wealth Management, LLC | 21,879 | $1.80M | 0.47% | +21,879 | New |
| Northcape Wealth Management, LLC | 21,930 | $1.81M | 0.65% | +2,586+13.4% | Added |
| RFG Advisory, LLC | 21,942 | $1.81M | 0.07% | −8,154−27.1% | Reduced |
| Autumn Glory Partners, LLC | 21,968 | $1.81M | 1.03% | +992+4.7% | Added |
| Arnhold LLC | 22,140 | $1.82M | 0.20% | +8,000+56.6% | Added |
| Platform Technology Partners | 21,451 | $1.82M | 0.71% | +8,430+64.7% | Added |
| Wesbanco Bank Inc | 22,222 | $1.83M | 0.10% | −5,445−19.7% | Reduced |
| Voya Financial Advisors, Inc. | 22,200 | $1.84M | 0.22% | +5,084+29.7% | Added |
| UBS Oconnor LLC | 22,328 | $1.84M | 0.06% | −37,468−62.7% | Reduced |
| Cary Street Partners Asset Management LLC | 22,402 | $1.85M | 0.32% | −95−0.4% | Reduced |
| Richelieu Gestion PLC | 22,485 | $1.85M | 1.66% | −9,417−29.5% | Reduced |
| Cordatus Wealth Management LLC | 22,676 | $1.87M | 1.55% | −3,506−13.4% | Reduced |
| Wahed Invest LLC | 22,688 | $1.87M | 0.52% | +1,827+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 22,709 | $1.87M | 0.12% | −4,321−16.0% | Reduced |
| Hengehold Capital Management LLC | 22,730 | $1.87M | 0.22% | −436−1.9% | Reduced |
| First Hawaiian Bank | 22,738 | $1.87M | 0.06% | −3,473−13.3% | Reduced |
| Harfst & Associates, Inc. | 22,761 | $1.88M | 0.49% | −668−2.9% | Reduced |
| Profund Advisors LLC | 22,764 | $1.88M | 0.08% | +2,332+11.4% | Added |
| Cannell Peter B & Co Inc | 22,800 | $1.88M | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 22,952 | $1.89M | 0.01% | +3,933+20.7% | Added |
| Proquility Private Wealth Partners, LLC | 22,962 | $1.89M | 0.72% | −16,758−42.2% | Reduced |
| Koss-Olinger Consulting, LLC | 22,969 | $1.89M | 0.19% | −299−1.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,156 | $1.91M | 0.07% | −4,842−17.3% | Reduced |
| Desjardins Global Asset Management Inc. | 23,232 | $1.91M | 0.21% | −1,051−4.3% | Reduced |
| Stonebrook Private Inc. | 23,262 | $1.92M | 0.64% | +23,262 | New |
| Cubic Asset Management, LLC | 23,278 | $1.92M | 0.49% | −1,760−7.0% | Reduced |
| Mach-1 Financial Group, Inc. | 23,282 | $1.92M | 0.73% | +11,171+92.2% | Added |
| Greenline Partners, LLC | 23,304 | $1.92M | 0.32% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,386 | $1.93M | 0.07% | +2,055+9.6% | Added |
| Ingalls & Snyder LLC | 23,431 | $1.93M | 0.09% | −390−1.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 23,428 | $1.93M | 0.65% | +612+2.7% | Added |
| Freestone Capital Holdings, LLC | 23,642 | $1.95M | 0.09% | −19,344−45.0% | Reduced |
| Spinnaker Trust | 23,972 | $1.97M | 0.13% | −12−0.1% | Reduced |
| Global Retirement Partners, LLC | 22,856 | $1.98M | 0.08% | −1,264−5.2% | Reduced |
| Citadel Investment Advisory, Inc. | 24,060 | $1.98M | 1.22% | −100.0% | Reduced |
| Alpha DNA Investment Management LLC | 24,089 | $1.98M | 1.18% | +11,754+95.3% | Added |
| Manhattan West Asset Management, LLC | 24,158 | $1.99M | 0.56% | +10,458+76.3% | Added |
| Dynamic Advisor Solutions LLC | 23,533 | $1.99M | 0.07% | +867+3.8% | Added |
| Legacy Advisors, LLC | 24,069 | $2.00M | 0.26% | −5,032−17.3% | Reduced |
| First Citizens Bank & Trust Co | 24,514 | $2.02M | 0.04% | +24,514 | New |
| Econ Financial Services Corp | 24,779 | $2.04M | 1.44% | +805+3.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,865 | $2.05M | 1.49% | +550+2.3% | Added |
| Lowe Brockenbrough & Co Inc | 24,780 | $2.06M | 0.16% | −711−2.8% | Reduced |
| United Fire Group Inc | 25,000 | $2.06M | 3.74% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 25,115 | $2.07M | 1.36% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 25,255 | $2.08M | 1.58% | +966+4.0% | Added |
| Arete Wealth Advisors, LLC | 25,276 | $2.08M | 0.16% | +1,425+6.0% | Added |
| Veriti Management LLC | 25,277 | $2.08M | 0.19% | −1,893−7.0% | Reduced |
| Axxcess Wealth Management, LLC | 25,342 | $2.09M | 0.06% | +3,690+17.0% | Added |
| NEOS Investment Management LLC | 25,704 | $2.12M | 0.20% | +12,279+91.5% | Added |
| Catalyst Capital Advisors LLC | 25,800 | $2.13M | 0.06% | +3,737+16.9% | Added |
| We Are One Seven, LLC | 25,862 | $2.13M | 0.12% | −928−3.5% | Reduced |
| Berry Wealth Group, LP | 26,012 | $2.14M | 1.97% | +26,012 | New |
| Old North State Wealth Management, LLC | 26,102 | $2.15M | 1.59% | +2,010+8.3% | Added |
| Delta Capital Management LLC | 26,165 | $2.15M | 1.50% | −265−1.0% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.16M | 0.31% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 26,167 | $2.16M | 0.47% | −5,846−18.3% | Reduced |
| EFG Asset Management (North America) Corp. | 26,166 | $2.16M | 0.41% | +14,295+120.4% | Added |
| Petredis Investment Advisors LLC | 26,207 | $2.16M | 0.28% | +26,207 | New |
| Valtinson Bruner Financial Planning LLC | 26,224 | $2.16M | 1.11% | +3,210+13.9% | Added |
| Webster Bank, N. A. | 26,302 | $2.17M | 0.27% | +5,252+25.0% | Added |
| Argent Advisors, Inc. | 26,321 | $2.17M | 0.95% | +434+1.7% | Added |
| Eqis Capital Management, Inc. | 26,472 | $2.18M | 0.18% | −1,648−5.9% | Reduced |
| Empire Financial Management Company, LLC | 26,472 | $2.18M | 0.85% | +245+0.9% | Added |
| Moreno Evelyn V | 26,534 | $2.19M | 1.03% | −46,546−63.7% | Reduced |
| Evercore Wealth Management, LLC | 26,569 | $2.19M | 0.04% | −1,159−4.2% | Reduced |
| FDx Advisors, Inc. | 26,610 | $2.19M | 0.17% | −1,670−5.9% | Reduced |
| Garrison Asset Management, LLC | 26,629 | $2.19M | 1.21% | −369−1.4% | Reduced |
| Oak Associates, Ltd | 26,676 | $2.20M | 0.17% | −1,526−5.4% | Reduced |
| Wambolt & Associates, LLC | 26,684 | $2.20M | 0.72% | +4,365+19.6% | Added |
| Notis-McConarty Edward | 26,686 | $2.20M | 0.88% | +260+1.0% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.20M | 0.28% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 26,950 | $2.22M | 1.65% | +26,950 | New |
| Bradley Foster & Sargent Inc | 27,031 | $2.23M | 0.04% | +6,906+34.3% | Added |
| Caliber Wealth Management, LLC | 27,045 | $2.23M | 1.31% | +1,378+5.4% | Added |
| Concurrent Investment Advisors, LLC | 27,145 | $2.24M | 0.11% | +27,145 | New |
| Berger Financial Group, Inc | 27,170 | $2.24M | 0.23% | −16,869−38.3% | Reduced |
| HBW Advisory Services LLC | 27,226 | $2.24M | 0.42% | +1,576+6.1% | Added |
| Empowered Funds, LLC | 27,246 | $2.24M | 0.06% | +3,557+15.0% | Added |
| New Millennium Group LLC | 27,287 | $2.25M | 1.99% | +27,265+123,931.8% | Added |
| Intrua Financial, LLC | 27,291 | $2.25M | 0.35% | −6,290−18.7% | Reduced |
| Simplify Asset Management Inc. | 27,456 | $2.26M | 0.35% | −2,010−6.8% | Reduced |
| Granite Group Advisors, LLC | 26,490 | $2.26M | 1.60% | +26,490 | New |
| Farther Finance Advisors, LLC | 27,498 | $2.27M | 0.16% | +19,484+243.1% | Added |
| 180 Wealth Advisors, LLC | 27,646 | $2.29M | 0.46% | +1,281+4.9% | Added |
| Stonegate Investment Group, LLC | 27,870 | $2.30M | 0.08% | +1,225+4.6% | Added |
| Acadian Asset Management LLC | 27,899 | $2.30M | 0.01% | +6,529+30.6% | Added |
| Advisors Management Group Inc | 27,957 | $2.30M | 0.63% | +1,672+6.4% | Added |
| Vestcor Inc | 28,056 | $2.31M | 0.08% | −303−1.1% | Reduced |
| Palouse Capital Management, Inc. | 28,238 | $2.33M | 1.64% | −888−3.0% | Reduced |
| Boston Family Office LLC | 28,519 | $2.35M | 0.18% | +4,516+18.8% | Added |
| Maxwell Wealth Strategies Inc. | 28,530 | $2.35M | 1.54% | +28,530 | New |
| Fred Alger Management, LLC | 28,578 | $2.35M | 0.01% | +1,319+4.8% | Added |
| Concentric Wealth Management, LLC | 28,693 | $2.36M | 0.69% | +2,280+8.6% | Added |
| SYSTM Wealth Solutions LLC | 28,600 | $2.37M | 0.33% | +625+2.2% | Added |
| Gold Investment Management Ltd. | 28,765 | $2.37M | 1.01% | +28,765 | New |