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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 40,429 | $3.33M | 0.18% | −1,200−2.9% | Reduced |
| Walleye Capital LLC | 40,514 | $3.34M | 0.05% | −14,960−27.0% | Reduced |
| Farmers National Bank | 40,665 | $3.35M | 1.07% | +418+1.0% | Added |
| Stokes Capital Advisors, LLC | 40,791 | $3.36M | 1.06% | −2,746−6.3% | Reduced |
| LVM Capital Management Ltd | 40,879 | $3.37M | 0.43% | −7,335−15.2% | Reduced |
| Courier Capital LLC | 41,089 | $3.38M | 0.26% | −384−0.9% | Reduced |
| Nomura Holdings Inc | 41,651 | $3.43M | 0.03% | +35,060+531.9% | Added |
| Ieq Capital, LLC | 41,873 | $3.45M | 0.06% | −21,215−33.6% | Reduced |
| Bard Financial Services, Inc. | 41,960 | $3.46M | 0.39% | +9,490+29.2% | Added |
| Prime Capital Investment Advisors, LLC | 42,360 | $3.49M | 0.05% | +36,212+589.0% | Added |
| Scissortail Wealth Management, LLC | 39,939 | $3.49M | 1.11% | +39,939 | New |
| American National Bank | 42,461 | $3.50M | 0.55% | −42,103−49.8% | Reduced |
| Quotient Wealth Partners, LLC | 42,495 | $3.50M | 0.14% | +42,495 | New |
| RBA Wealth Management, LLC | 42,520 | $3.50M | 1.53% | +330+0.8% | Added |
| Integrated Wealth Concepts LLC | 43,038 | $3.55M | 0.06% | −2,811−6.1% | Reduced |
| LMR Partners LLP | 43,058 | $3.55M | 0.09% | +14,287+49.7% | Added |
| Hanson & Doremus Investment Management | 43,098 | $3.55M | 0.67% | +335+0.8% | Added |
| Jupiter Asset Management Ltd | 43,173 | $3.56M | 0.04% | +18,521+75.1% | Added |
| Financial Partners Group, LLC | 43,253 | $3.56M | 1.61% | −29,234−40.3% | Reduced |
| Harrell Investment Partners, LLC | 43,337 | $3.57M | 1.11% | +1,522+3.6% | Added |
| First Washington CORP | 43,387 | $3.57M | 1.37% | −4,512−9.4% | Reduced |
| Ancora Advisors, LLC | 43,778 | $3.61M | 0.09% | −5,247−10.7% | Reduced |
| Principal Securities, Inc. | 43,880 | $3.61M | 0.13% | +43,880 | New |
| Hall Laurie J Trustee | 43,890 | $3.62M | 1.39% | −950−2.1% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 44,057 | $3.63M | 2.44% | −2,540−5.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 43,834 | $3.64M | 0.22% | −1,805−4.0% | Reduced |
| Snowden Capital Advisors LLC | 44,348 | $3.65M | 0.14% | −3,559−7.4% | Reduced |
| SFMG, LLC | 44,442 | $3.66M | 0.34% | +2,382+5.7% | Added |
| Te Ahumairangi Investment Management Ltd | 44,651 | $3.68M | 0.70% | −10,250−18.7% | Reduced |
| Garland Capital Management Inc | 44,990 | $3.71M | 2.60% | −1,170−2.5% | Reduced |
| Arkadios Wealth Advisors | 45,520 | $3.75M | 0.32% | +2,739+6.4% | Added |
| CAPROCK Group, Inc. | 45,235 | $3.75M | 0.24% | −4,008−8.1% | Reduced |
| MAI Capital Management | 45,573 | $3.75M | 0.05% | −2,724−5.6% | Reduced |
| Alliance Wealth Advisors, LLC | 45,695 | $3.76M | 1.26% | +1,068+2.4% | Added |
| Compagnie Lombard Odier SCmA | 45,781 | $3.77M | 0.07% | −32−0.1% | Reduced |
| NS Partners Ltd | 45,921 | $3.78M | 0.18% | −915−2.0% | Reduced |
| Financial Advisory Partners, LLC | 46,118 | $3.80M | 1.38% | +8,202+21.6% | Added |
| Beech Hill Advisors, Inc. | 46,264 | $3.81M | 1.84% | −1,906−4.0% | Reduced |
| Appleton Partners Inc | 46,538 | $3.83M | 0.31% | −1,596−3.3% | Reduced |
| Vinva Investment Management Ltd | 46,384 | $3.84M | 0.27% | +7,074+18.0% | Added |
| Regions Financial Corp | 46,606 | $3.84M | 0.03% | −10,000−17.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 46,706 | $3.85M | 1.28% | +311+0.7% | Added |
| Romano Brothers and Company | 46,807 | $3.86M | 0.57% | −4,866−9.4% | Reduced |
| Everence Capital Management Inc | 46,820 | $3.86M | 0.28% | −8,790−15.8% | Reduced |
| Norinchukin Bank, The | 46,836 | $3.86M | 0.09% | −4,691−9.1% | Reduced |
| Somerset Trust Co | 46,868 | $3.86M | 1.69% | −957−2.0% | Reduced |
| Boston Research & Management Inc | 47,096 | $3.88M | 1.03% | −6,419−12.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,401 | $3.90M | 0.27% | +77+0.2% | Added |
| Hedeker Wealth, LLC | 47,512 | $3.91M | 1.24% | −15,180−24.2% | Reduced |
| NBC Securities, Inc. | 47,585 | $3.92M | 0.40% | +7,667+19.2% | Added |
| Great Lakes Advisors, LLC | 47,588 | $3.92M | 0.04% | −76,593−61.7% | Reduced |
| Puzo Michael J | 47,904 | $3.95M | 1.25% | +765+1.6% | Added |
| Everett Harris & Co | 48,445 | $3.99M | 0.06% | −1,979−3.9% | Reduced |
| Consolidated Planning Corp | 48,673 | $4.01M | 0.75% | +1,706+3.6% | Added |
| Smithbridge Asset Management Inc | 48,742 | $4.01M | 0.91% | −1,141−2.3% | Reduced |
| Semmax Financial Advisors Inc. | 48,231 | $4.03M | 1.47% | +856+1.8% | Added |
| Alps Advisors Inc | 48,964 | $4.03M | 0.03% | −281,860−85.2% | Reduced |
| Gotham Asset Management, LLC | 49,209 | $4.05M | 0.08% | +29,676+151.9% | Added |
| Rench Wealth Management, Inc. | 49,508 | $4.08M | 1.72% | −1,993−3.9% | Reduced |
| Zions Bancorporation, N.A. | 49,677 | $4.09M | 0.28% | +887+1.8% | Added |
| Hancock Whitney Corp | 49,786 | $4.10M | 0.15% | −134,997−73.1% | Reduced |
| AMG National Trust Bank | 50,325 | $4.15M | 0.13% | +30,045+148.2% | Added |
| Apollon Wealth Management, LLC | 50,804 | $4.19M | 0.14% | +15,265+43.0% | Added |
| BancorpSouth Bank | 50,826 | $4.19M | 0.34% | −1,072−2.1% | Reduced |
| Toth Financial Advisory Corp | 50,922 | $4.19M | 0.57% | −6,802−11.8% | Reduced |
| Needham Investment Management LLC | 51,041 | $4.20M | 0.53% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 51,387 | $4.23M | 1.08% | +51,387 | New |
| Cetera Advisors LLC | 51,413 | $4.24M | 0.06% | −4,693−8.4% | Reduced |
| Cornerstone Advisors, LLC | 51,600 | $4.25M | 0.19% | −5,400−9.5% | Reduced |
| Coston, McIsaac & Partners | 51,689 | $4.26M | 1.48% | +2,938+6.0% | Added |
| Glenview Trust Co | 52,770 | $4.35M | 0.11% | −14,187−21.2% | Reduced |
| Prudential PLC | 52,916 | $4.36M | 0.05% | −18,969−26.4% | Reduced |
| Dividend Assets Capital, LLC | 53,075 | $4.37M | 0.86% | −25,248−32.2% | Reduced |
| Siemens Fonds Invest GmbH | 53,242 | $4.39M | 0.36% | +2,633+5.2% | Added |
| Metis Global Partners, LLC | 53,418 | $4.40M | 0.18% | −7,849−12.8% | Reduced |
| DFPG Investments, LLC | 53,045 | $4.41M | 0.34% | +142+0.3% | Added |
| Independent Advisor Alliance | 54,090 | $4.46M | 0.16% | −2,353−4.2% | Reduced |
| Metropolitan Life Insurance Co | 54,158 | $4.46M | 0.21% | −917−1.7% | Reduced |
| Round Hill Asset Management | 54,656 | $4.50M | 2.83% | −330−0.6% | Reduced |
| Portside Wealth Group, LLC | 54,690 | $4.51M | 0.84% | −2,626−4.6% | Reduced |
| MainStreet Investment Advisors LLC | 54,799 | $4.51M | 0.51% | −6,047−9.9% | Reduced |
| Bleakley Financial Group, LLC | 54,803 | $4.51M | 0.14% | −8,246−13.1% | Reduced |
| Richard Bernstein Advisors LLC | 54,895 | $4.52M | 0.10% | +36+0.1% | Added |
| ProVise Management Group, LLC | 55,214 | $4.55M | 0.39% | +15,923+40.5% | Added |
| Headinvest, LLC | 55,312 | $4.56M | 0.95% | −230.0% | Reduced |
| Citadel Advisors LLC | 55,365 | $4.56M | 0.00% | −432,058−88.6% | Reduced |
| Farmers Trust Co | 55,631 | $4.58M | 0.96% | +55,631 | New |
| Tower Bridge Advisors | 55,761 | $4.59M | 0.40% | −4,315−7.2% | Reduced |
| Oxbow Advisors, LLC | 55,964 | $4.61M | 0.70% | −1,155−2.0% | Reduced |
| Asio Capital, LLC | 56,111 | $4.62M | 1.08% | +14,133+33.7% | Added |
| Assenagon Asset Management S.A. | 56,200 | $4.63M | 0.01% | −220−0.4% | Reduced |
| Colony Group, LLC | 56,496 | $4.65M | 0.06% | +56,496 | New |
| Credit Agricole S A | 56,582 | $4.66M | 0.10% | −49,490−46.7% | Reduced |
| Level Four Advisory Services, LLC | 57,112 | $4.70M | 0.26% | −2,478−4.2% | Reduced |
| Argent Trust Co | 57,316 | $4.72M | 0.23% | +3,269+6.0% | Added |
| Perennial Advisors, LLC | 57,406 | $4.73M | 1.16% | −1,351−2.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,536 | $4.74M | 0.94% | 00.0% | Unchanged |
| JustInvest LLC | 57,678 | $4.75M | 0.12% | −7,268−11.2% | Reduced |
| Azzad Asset Management Inc | 57,815 | $4.76M | 0.60% | +9,774+20.3% | Added |
| Beacon Pointe Advisors, LLC | 58,103 | $4.79M | 0.06% | −90,707−61.0% | Reduced |