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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 87,836 | $7.24M | 0.02% | −2,182−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 87,349 | $7.24M | 0.09% | +4,672+5.7% | Added |
| Advocate Group LLC | 87,859 | $7.24M | 1.55% | +7,479+9.3% | Added |
| Parcion Private Wealth LLC | 87,917 | $7.24M | 0.66% | +37,426+74.1% | Added |
| Westchester Capital Management, Inc. | 88,264 | $7.27M | 1.96% | −1,124−1.3% | Reduced |
| KCM Investment Advisors LLC | 88,457 | $7.29M | 0.29% | −6,416−6.8% | Reduced |
| Two Point Capital Management, Inc. | 88,547 | $7.29M | 3.33% | +574+0.7% | Added |
| Massmutual Trust Co FSB | 88,569 | $7.30M | 0.24% | −10,007−10.2% | Reduced |
| Quantinno Capital Management LP | 89,338 | $7.36M | 0.26% | +42,757+91.8% | Added |
| Capital Analysts, LLC | 89,394 | $7.36M | 0.37% | +1,337+1.5% | Added |
| Hartford Investment Management Co | 89,652 | $7.39M | 0.28% | −8,837−9.0% | Reduced |
| JB Capital LLC | 90,053 | $7.42M | 0.55% | +10,177+12.7% | Added |
| Cerity Partners LLC | 90,081 | $7.43M | 0.02% | −31,276−25.8% | Reduced |
| Mengis Capital Management, Inc. | 90,677 | $7.47M | 1.40% | +3,462+4.0% | Added |
| Boothbay Fund Management, LLC | 91,743 | $7.56M | 0.28% | −119,321−56.5% | Reduced |
| Jefferies Financial Group Inc. | 91,858 | $7.57M | 0.12% | +62,174+209.5% | Added |
| Exchange Traded Concepts, LLC | 91,917 | $7.57M | 0.20% | +91,833+109,325.0% | Added |
| Kanawha Capital Management LLC | 92,591 | $7.63M | 0.70% | −1,047−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 92,725 | $7.64M | 0.30% | +28,229+43.8% | Added |
| King Luther Capital Management Corp | 92,736 | $7.64M | 0.04% | −34,237−27.0% | Reduced |
| Parthenon LLC | 92,873 | $7.65M | 1.06% | −2,650−2.8% | Reduced |
| Allied Investment Advisors, LLC | 93,138 | $7.67M | 2.09% | +3,554+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 93,397 | $7.69M | 0.42% | +10,018+12.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 93,691 | $7.72M | 1.00% | +45,064+92.7% | Added |
| CCLA Investment Management Ltd | 94,495 | $7.78M | 0.13% | +35,596+60.4% | Added |
| GTS Securities LLC | 94,948 | $7.82M | 0.17% | +20,895+28.2% | Added |
| Running Oak Capital LLC | 95,137 | $7.84M | 1.54% | +19,493+25.8% | Added |
| Kestra Private Wealth Services, LLC | 95,318 | $7.85M | 0.20% | +11,162+13.3% | Added |
| Mattern Capital Management, LLC | 95,336 | $7.85M | 1.14% | +13,282+16.2% | Added |
| Pathstone Holdings, LLC | 95,052 | $7.86M | 0.04% | +95,052 | New |
| Noesis Capital Mangement Corp | 97,694 | $8.05M | 1.90% | −1,820−1.8% | Reduced |
| Washington Trust Co | 97,958 | $8.07M | 0.32% | −968−1.0% | Reduced |
| Trillium Asset Management, LLC | 98,750 | $8.13M | 0.22% | −9,020−8.4% | Reduced |
| Marco Investment Management LLC | 98,792 | $8.14M | 0.83% | −340.0% | Reduced |
| Motley Fool Wealth Management, LLC | 99,493 | $8.21M | 0.43% | −1,528−1.5% | Reduced |
| Synovus Financial Corp | 100,322 | $8.27M | 0.12% | −5,422−5.1% | Reduced |
| Country Club Bank | 100,033 | $8.28M | 0.63% | +26,788+36.6% | Added |
| Marks Group Wealth Management, Inc | 100,899 | $8.31M | 0.95% | −93−0.1% | Reduced |
| Cetera Investment Advisers | 101,716 | $8.38M | 0.07% | −23,845−19.0% | Reduced |
| Dearborn Partners LLC | 101,962 | $8.40M | 0.31% | −146−0.1% | Reduced |
| Olstein Capital Management, L.P. | 102,000 | $8.40M | 1.42% | +2,000+2.0% | Added |
| Regal Investment Advisors LLC | 102,734 | $8.46M | 0.64% | +109+0.1% | Added |
| Talbot Financial, LLC | 103,380 | $8.52M | 1.28% | +6,601+6.8% | Added |
| Maryland State Retirement & Pension System | 103,409 | $8.52M | 0.18% | +1,100+1.1% | Added |
| Oregon Public Employees Retirement Fund | 103,899 | $8.56M | 0.15% | +979+1.0% | Added |
| Estabrook Capital Management | 104,070 | $8.57M | 1.40% | −1,132−1.1% | Reduced |
| Groupama Asset Managment | 209,091 | $8.64M | 0.22% | +209,091 | New |
| General American Investors Co Inc | 105,000 | $8.65M | 0.71% | +35,000+50.0% | Added |
| Varma Mutual Pension Insurance Co | 105,500 | $8.69M | 0.10% | −34,500−24.6% | Reduced |
| GAM Holding AG | 105,897 | $8.72M | 0.65% | 00.0% | Unchanged |
| Wade G W & Inc | 106,314 | $8.76M | 0.28% | −29,575−21.8% | Reduced |
| RPG Investment Advisory, LLC | 106,439 | $8.77M | 1.43% | +2,790+2.7% | Added |
| Kentucky Retirement Systems | 106,457 | $8.77M | 0.27% | +462+0.4% | Added |
| GWM Advisors LLC | 104,322 | $8.78M | 0.08% | +8,317+8.7% | Added |
| Logan Capital Management Inc | 107,625 | $8.87M | 0.41% | −9,478−8.1% | Reduced |
| Mercer Global Advisors Inc | 108,063 | $8.90M | 0.03% | −15,086−12.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 108,181 | $8.91M | 0.34% | −168,477−60.9% | Reduced |
| Robeco Schweiz AG | 108,958 | $8.98M | 0.15% | −11,208−9.3% | Reduced |
| Archon Partners LLC | 109,000 | $8.98M | 1.24% | +109,000 | New |
| Nicholas Company, Inc. | 109,340 | $9.01M | 0.16% | −300.0% | Reduced |
| Private Advisor Group, LLC | 109,846 | $9.05M | 0.07% | −13,517−11.0% | Reduced |
| Sonora Investment Management Group, LLC | 110,038 | $9.06M | 0.74% | +5,568+5.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 110,307 | $9.09M | 1.73% | +106,701+2,959.0% | Added |
| Sompo Asset Management Co., Ltd. | 110,480 | $9.10M | 1.64% | +13,720+14.2% | Added |
| LGT Group Foundation | 110,873 | $9.17M | 0.20% | −119,514−51.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 106,116 | $9.19M | 1.26% | −5,372−4.8% | Reduced |
| Lido Advisors, LLC | 111,478 | $9.25M | 0.09% | +74,144+198.6% | Added |
| Gulf International Bank (UK) Ltd | 113,830 | $9.38M | 0.26% | −12,195−9.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 114,457 | $9.43M | 3.20% | +1,565+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 114,692 | $9.45M | 0.09% | −5,227−4.4% | Reduced |
| Charter Trust Co | 114,774 | $9.46M | 0.70% | +8,365+7.9% | Added |
| Focus Financial Network Inc | 114,208 | $9.49M | 0.36% | +114,208 | New |
| Elo Mutual Pension Insurance Co | 116,163 | $9.57M | 0.26% | +4,813+4.3% | Added |
| Leith Wheeler Investment Counsel Ltd. | 316,643 | $9.58M | 1.05% | +236,064+293.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 116,507 | $9.60M | 0.35% | +116,507 | New |
| Morgan Dempsey Capital Management LLC | 117,872 | $9.71M | 2.97% | +15,384+15.0% | Added |
| Pinnacle Associates Ltd | 118,887 | $9.79M | 0.16% | +23,149+24.2% | Added |
| Haverford Financial Services, Inc. | 118,999 | $9.80M | 2.94% | +205+0.2% | Added |
| Integral Health Asset Management, LLC | 120,000 | $9.89M | 1.43% | −180,000−60.0% | Reduced |
| Camden National Bank | 120,054 | $9.89M | 1.84% | +59,625+98.7% | Added |
| Telos Capital Management, Inc. | 120,184 | $9.90M | 1.21% | +1,993+1.7% | Added |
| First National Trust Co | 120,435 | $9.92M | 0.44% | −17,536−12.7% | Reduced |
| Huntington National Bank | 120,874 | $9.96M | 0.09% | −5,030−4.0% | Reduced |
| Walleye Trading LLC | 122,666 | $10.1M | 0.15% | +20,340+19.9% | Added |
| Daiwa Securities Group Inc. | 123,018 | $10.1M | 0.06% | +9,245+8.1% | Added |
| Jones Financial Companies LLLP | 124,182 | $10.2M | 0.02% | −3,173−2.5% | Reduced |
| Lee Danner & Bass Inc | 124,605 | $10.3M | 0.88% | −11,174−8.2% | Reduced |
| Keybank National Association | 124,867 | $10.3M | 0.05% | +11,331+10.0% | Added |
| Raymond James Trust N.A. | 125,261 | $10.3M | 0.27% | −2,191−1.7% | Reduced |
| Laurion Capital Management LP | 125,317 | $10.3M | 0.37% | +125,317 | New |
| Richard C. Young & CO., LTD. | 126,228 | $10.4M | 1.39% | −6,394−4.8% | Reduced |
| Ethic Inc. | 126,362 | $10.4M | 0.31% | +4,617+3.8% | Added |
| Kestra Advisory Services, LLC | 126,617 | $10.4M | 0.09% | −9,390−6.9% | Reduced |
| Hantz Financial Services, Inc. | 126,756 | $10.4M | 0.23% | −190−0.1% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $10.5M | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 127,279 | $10.5M | 0.58% | +13,870+12.2% | Added |
| First National Bank of Omaha | 128,147 | $10.6M | 0.67% | −10,067−7.3% | Reduced |
| Atria Investments LLC | 128,488 | $10.6M | 0.16% | −208−0.2% | Reduced |
| Sirios Capital Management L P | 129,162 | $10.6M | 2.17% | −22,011−14.6% | Reduced |
| Nemes Rush Group LLC | 130,001 | $10.7M | 1.73% | +1,274+1.0% | Added |