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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 28,946 | $2.38M | 0.07% | −59,735−67.4% | Reduced |
| JNBA Financial Advisors | 28,960 | $2.39M | 0.27% | +252+0.9% | Added |
| West Michigan Advisors, LLC | 28,967 | $2.39M | 0.90% | +6,135+26.9% | Added |
| First American Bank | 28,977 | $2.39M | 0.20% | −10,196−26.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,015 | $2.39M | 1.91% | −2,600−8.2% | Reduced |
| Resonant Capital Advisors, LLC | 28,852 | $2.40M | 0.23% | −117−0.4% | Reduced |
| Wedbush Securities Inc | 29,127 | $2.40M | 0.11% | −1,261−4.1% | Reduced |
| Phoenix Wealth Advisors | 29,016 | $2.40M | 1.67% | −2,176−7.0% | Reduced |
| Evexia Wealth LLC | 27,438 | $2.40M | 1.02% | +458+1.7% | Added |
| Gladstone Institutional Advisory LLC | 29,206 | $2.41M | 0.13% | −144−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 29,335 | $2.42M | 1.00% | −224−0.8% | Reduced |
| Paradigm Asset Management Co LLC | 29,400 | $2.42M | 0.64% | −900−3.0% | Reduced |
| Ostrum Asset Management | 29,475 | $2.43M | 0.21% | +16,394+125.3% | Added |
| Cohen Capital Management, Inc. | 29,552 | $2.43M | 0.46% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 29,701 | $2.45M | 0.11% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 29,701 | $2.45M | 0.34% | +3,020+11.3% | Added |
| Claret Asset Management Corp | 29,706 | $2.45M | 0.44% | −1,225−4.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 29,765 | $2.45M | 2.34% | −650−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 29,909 | $2.46M | 0.39% | +1,680+6.0% | Added |
| Uncommon Cents Investing LLC | 29,929 | $2.47M | 0.82% | −195−0.6% | Reduced |
| Leo Wealth, LLC | 29,851 | $2.47M | 0.26% | +29,851 | New |
| IFG Advisory, LLC | 30,267 | $2.49M | 0.18% | +4,771+18.7% | Added |
| Fayez Sarofim & Co | 29,362 | $2.50M | 0.01% | −19,800−40.3% | Reduced |
| Fulton Bank, N.A. | 30,313 | $2.50M | 0.11% | −639−2.1% | Reduced |
| Public Sector Pension Investment Board | 30,354 | $2.50M | 0.02% | −112,236−78.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,420 | $2.51M | 0.28% | +432+1.4% | Added |
| Atom Investors LP | 30,526 | $2.51M | 0.44% | +30,526 | New |
| NovaPoint Capital, LLC | 31,053 | $2.56M | 0.95% | −1,580−4.8% | Reduced |
| Morton Community Bank | 31,060 | $2.56M | 0.84% | +31,060 | New |
| CenterBook Partners LP | 31,076 | $2.56M | 0.31% | +12,903+71.0% | Added |
| Investment Management Corp of Ontario | 31,096 | $2.56M | 0.06% | −1,552−4.8% | Reduced |
| Slagle Financial, LLC | 62,372 | $2.58M | 1.48% | +31,930+104.9% | Added |
| Shorepoint Capital Partners LLC | 31,312 | $2.58M | 0.69% | +4,983+18.9% | Added |
| Plimoth Trust Co LLC | 31,628 | $2.61M | 0.75% | −800−2.5% | Reduced |
| National Asset Management, Inc. | 31,676 | $2.63M | 0.07% | −8,792−21.7% | Reduced |
| Mutual Advisors, LLC | 32,187 | $2.65M | 0.09% | +4,331+15.5% | Added |
| Baker Tilly Wealth Management, LLC | 32,419 | $2.67M | 0.44% | −3,268−9.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 32,694 | $2.69M | 1.35% | −31,886−49.4% | Reduced |
| Savant Capital, LLC | 32,796 | $2.70M | 0.03% | −217−0.7% | Reduced |
| Columbia Asset Management | 32,940 | $2.71M | 0.56% | +3,103+10.4% | Added |
| Community Trust & Investment Co | 33,076 | $2.72M | 0.21% | −218−0.7% | Reduced |
| Vident Advisory, LLC | 33,201 | $2.74M | 0.07% | −722−2.1% | Reduced |
| Parsons Capital Management Inc | 33,238 | $2.74M | 0.20% | +11,843+55.4% | Added |
| Bayesian Capital Management, LP | 33,278 | $2.74M | 0.29% | −69,100−67.5% | Reduced |
| Ossiam | 33,301 | $2.74M | 0.04% | −12,459−27.2% | Reduced |
| Broderick Brian C | 33,408 | $2.75M | 0.69% | −225−0.7% | Reduced |
| Ami Investment Management Inc | 33,448 | $2.76M | 1.12% | +3,951+13.4% | Added |
| Walter & Keenan Financial Consulting Co | 33,592 | $2.77M | 0.99% | −2,050−5.8% | Reduced |
| Aperture Investors, LLC | 33,638 | $2.77M | 0.49% | −38,257−53.2% | Reduced |
| Northwest Investment Counselors, LLC | 33,667 | $2.77M | 0.74% | −366−1.1% | Reduced |
| Nelson Capital Management, LLC | 33,997 | $2.80M | 0.63% | −5,687−14.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.81M | 1.04% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 34,192 | $2.82M | 0.35% | +2,438+7.7% | Added |
| Exchange Capital Management, Inc. | 34,204 | $2.82M | 0.51% | −687−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 34,327 | $2.83M | 0.13% | +985+3.0% | Added |
| Schwartz Investment Counsel Inc | 34,400 | $2.83M | 0.11% | −280,000−89.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 34,413 | $2.83M | 1.32% | +2,650+8.3% | Added |
| Argonautica Private Wealth Management, Inc | 34,413 | $2.83M | 1.16% | +21+0.1% | Added |
| FJ Investments, LLC | 34,500 | $2.84M | 0.14% | +34,500 | New |
| Beach Investment Counsel Inc | 34,525 | $2.84M | 0.35% | −400−1.1% | Reduced |
| Financial Advisory Service, Inc. | 34,530 | $2.84M | 0.27% | +2,995+9.5% | Added |
| Kovitz Investment Group Partners, LLC | 34,556 | $2.85M | 0.05% | −29,396−46.0% | Reduced |
| Strategic Advisors LLC | 34,744 | $2.86M | 0.54% | −1,536−4.2% | Reduced |
| Tudor Investment Corp Et Al | 34,833 | $2.87M | 0.04% | −315,803−90.1% | Reduced |
| Peak Asset Management, LLC | 35,034 | $2.89M | 0.64% | +12,589+56.1% | Added |
| Conning Inc. | 35,108 | $2.89M | 0.10% | +1,490+4.4% | Added |
| Bank of Nova Scotia | 35,612 | $2.93M | 0.01% | −643−1.8% | Reduced |
| Core Alternative Capital | 35,645 | $2.94M | 0.50% | −4,230−10.6% | Reduced |
| Intact Investment Management Inc. | 35,800 | $2.95M | 0.12% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 35,958 | $2.96M | 0.82% | −2,276−6.0% | Reduced |
| Pathway Financial Advisers, LLC | 35,996 | $2.97M | 1.13% | −163−0.5% | Reduced |
| Hodges Capital Management Inc. | 36,238 | $2.98M | 0.16% | +9,621+36.1% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.02M | 0.05% | +15,375+72.2% | Added |
| Tevis Investment Management | 36,830 | $3.03M | 2.79% | +6,139+20.0% | Added |
| Perkins Coie Trust Co | 36,936 | $3.04M | 0.77% | +27+0.1% | Added |
| Daymark Wealth Partners, LLC | 37,097 | $3.06M | 0.19% | −5,751−13.4% | Reduced |
| Augustine Asset Management Inc | 37,242 | $3.07M | 1.36% | −846−2.2% | Reduced |
| Jacobs & Co | 37,613 | $3.10M | 0.35% | −1,579−4.0% | Reduced |
| Fiduciary Trust Co | 37,706 | $3.11M | 0.05% | −765−2.0% | Reduced |
| DLK Investment Management, LLC | 37,860 | $3.12M | 1.42% | +37,860 | New |
| Fundamentun, LLC | 38,304 | $3.16M | 0.37% | +2,446+6.8% | Added |
| TrinityPoint Wealth, LLC | 38,394 | $3.16M | 0.57% | −15,346−28.6% | Reduced |
| United Services Automobile Association | 38,508 | $3.17M | 0.07% | +3,047+8.6% | Added |
| Brady Family Wealth, LLC | 38,687 | $3.19M | 1.09% | −2,106−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 38,741 | $3.19M | 0.17% | +1,149+3.1% | Added |
| TCTC Holdings, LLC | 38,917 | $3.21M | 0.12% | +4,320+12.5% | Added |
| Park Avenue Securities LLC | 38,923 | $3.21M | 0.04% | −24,954−39.1% | Reduced |
| Keene & Associates, Inc. | 38,925 | $3.21M | 2.66% | −364−0.9% | Reduced |
| Leelyn Smith, LLC | 39,002 | $3.21M | 0.70% | +2,125+5.8% | Added |
| Bridge Creek Capital Management LLC | 39,130 | $3.22M | 1.12% | +72+0.2% | Added |
| Kinloch Capital, LLC | 39,202 | $3.23M | 2.05% | −832−2.1% | Reduced |
| Gilman Hill Asset Management, LLC | 39,207 | $3.23M | 0.61% | −172−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,721 | $3.27M | 0.07% | −10,761−21.3% | Reduced |
| Synergy Financial Management, LLC | 39,888 | $3.29M | 0.59% | +39,888 | New |
| Argyle Capital Management Inc. | 39,920 | $3.29M | 1.36% | −7,450−15.7% | Reduced |
| Oak Asset Management, LLC | 39,941 | $3.29M | 1.31% | −174−0.4% | Reduced |
| Caption Management, LLC | 40,000 | $3.30M | 0.36% | +40,000 | New |
| Sectoral Asset Management Inc | 40,051 | $3.30M | 1.42% | 00.0% | Unchanged |
| Horizon Investments, LLC | 40,244 | $3.32M | 0.09% | +6,128+18.0% | Added |
| VELA Investment Management, LLC | 40,401 | $3.33M | 1.35% | +5,127+14.5% | Added |