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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 130,317 | $10.7M | 1.20% | +107,163+462.8% | Added |
| Woodstock Corp | 130,651 | $10.8M | 1.25% | −402−0.3% | Reduced |
| Cutler Investment Counsel LLC | 129,583 | $10.8M | 1.54% | −600.0% | Reduced |
| Blair William & Co | 131,314 | $10.8M | 0.04% | −2,309−1.7% | Reduced |
| Wilkins Investment Counsel Inc | 131,630 | $10.8M | 2.65% | +15,555+13.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 131,861 | $10.9M | 0.98% | −618−0.5% | Reduced |
| Gateway Investment Advisers LLC | 132,317 | $10.9M | 0.13% | +19,721+17.5% | Added |
| Tocqueville Asset Management L.P. | 134,053 | $11.0M | 0.20% | −233−0.2% | Reduced |
| Centre Asset Management, LLC | 134,115 | $11.0M | 2.67% | −3,186−2.3% | Reduced |
| Bahl & Gaynor Inc | 134,116 | $11.0M | 0.07% | −646,082−82.8% | Reduced |
| Silverarc Capital Management, LLC | 135,000 | $11.1M | 3.43% | +135,000 | New |
| Rafferty Asset Management, LLC | 135,437 | $11.2M | 0.05% | −3,461−2.5% | Reduced |
| Westwood Holdings Group Inc. | 136,671 | $11.3M | 0.10% | +15,969+13.2% | Added |
| FourThought Financial Partners, LLC | 139,161 | $11.5M | 1.44% | −3,246−2.3% | Reduced |
| Intech Investment Management LLC | 140,168 | $11.5M | 0.17% | +34,950+33.2% | Added |
| Bourgeon Capital Management LLC | 140,169 | $11.5M | 2.55% | −477−0.3% | Reduced |
| Advisors Asset Management, Inc. | 141,715 | $11.7M | 0.24% | −15,455−9.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 142,542 | $11.7M | 0.90% | −4,881−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 143,202 | $11.8M | 0.15% | −165−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 143,865 | $11.9M | 0.43% | −781−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 144,826 | $11.9M | 0.16% | −1,316−0.9% | Reduced |
| Hikari Tsushin, Inc. | 144,952 | $11.9M | 1.10% | 00.0% | Unchanged |
| Auxier Asset Management | 146,987 | $12.1M | 1.96% | −255−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 147,210 | $12.1M | 0.01% | +7,106+5.1% | Added |
| Associated Banc-Corp | 147,708 | $12.2M | 0.42% | +1,093+0.7% | Added |
| AE Wealth Management LLC | 141,507 | $12.2M | 0.06% | +49,971+54.6% | Added |
| Miramar Capital, LLC | 149,704 | $12.3M | 3.21% | −4,335−2.8% | Reduced |
| Busey Wealth Management | 150,059 | $12.4M | 0.48% | −1,038−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 150,271 | $12.4M | 0.05% | +117,598+359.9% | Added |
| Armstrong Henry H Associates Inc | 151,438 | $12.5M | 1.33% | −20,835−12.1% | Reduced |
| British Columbia Investment Management Corp | 153,171 | $12.6M | 0.10% | +32,193+26.6% | Added |
| First Horizon Advisors, Inc. | 153,682 | $12.7M | 0.42% | +4,637+3.1% | Added |
| Boston Trust Walden Corp | 157,840 | $13.0M | 0.10% | −68,592−30.3% | Reduced |
| Stonebridge Capital Advisors LLC | 161,177 | $13.3M | 1.33% | +8,336+5.5% | Added |
| Nissay Asset Management Corp | 162,538 | $13.4M | 0.11% | +6,533+4.2% | Added |
| D.A. Davidson & Co. | 163,400 | $13.5M | 0.13% | +4,904+3.1% | Added |
| F&V Capital Management, LLC | 165,080 | $13.6M | 4.36% | +2,260+1.4% | Added |
| Nichols & Pratt Advisers LLP | 166,611 | $13.7M | 0.98% | −240−0.1% | Reduced |
| Matrix Asset Advisors Inc | 168,909 | $13.9M | 1.77% | +1,468+0.9% | Added |
| Verity & Verity, LLC | 169,173 | $13.9M | 1.60% | +38,091+29.1% | Added |
| Boston Private Wealth LLC | 170,216 | $14.0M | 0.34% | −55,071−24.4% | Reduced |
| Commerce Bank | 170,723 | $14.1M | 0.10% | −2,588−1.5% | Reduced |
| CIBC World Markets Corp | 171,259 | $14.1M | 0.08% | +17,787+11.6% | Added |
| Mizuho Markets Americas LLC | 171,679 | $14.1M | 0.43% | +32,929+23.7% | Added |
| Captrust Financial Advisors | 172,431 | $14.2M | 0.05% | −5,496−3.1% | Reduced |
| S&CO Inc | 173,657 | $14.3M | 1.10% | −6,760−3.7% | Reduced |
| Xponance, Inc. | 174,712 | $14.4M | 0.17% | +10,461+6.4% | Added |
| Skba Capital Management LLC | 175,529 | $14.5M | 2.44% | +38,395+28.0% | Added |
| Chilton Investment Co LLC | 175,764 | $14.5M | 0.43% | −125,454−41.6% | Reduced |
| QRG Capital Management, Inc. | 177,209 | $14.6M | 0.22% | −15,182−7.9% | Reduced |
| Mutual of America Capital Management LLC | 178,442 | $14.7M | 0.17% | −8,240−4.4% | Reduced |
| Stephens Inc | 179,198 | $14.8M | 0.25% | −21,531−10.7% | Reduced |
| Wallington Asset Management, LLC | 179,223 | $14.8M | 2.49% | +929+0.5% | Added |
| Biechele Royce Advisors | 179,348 | $14.8M | 4.84% | +16,343+10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 179,689 | $14.8M | 0.06% | −3,067−1.7% | Reduced |
| Hemenway Trust Co LLC | 180,598 | $14.9M | 1.42% | +6,350+3.6% | Added |
| Tower Research Capital LLC (TRC) | 180,717 | $14.9M | 0.18% | +140,241+346.5% | Added |
| Veritas Asset Management LLP | 181,007 | $14.9M | 0.11% | +44,236+32.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 181,105 | $14.9M | 0.67% | +5,645+3.2% | Added |
| Stack Financial Management, Inc | 183,603 | $15.1M | 1.71% | −3,590−1.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 184,848 | $15.2M | 1.01% | −4,164−2.2% | Reduced |
| Central Securities Corp | 185,000 | $15.2M | 1.65% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 186,800 | $15.4M | 0.05% | −116,500−38.4% | Reduced |
| Grimes & Company, Inc. | 187,049 | $15.4M | 0.51% | +9,223+5.2% | Added |
| Bokf, NA | 187,208 | $15.4M | 0.30% | −14,341−7.1% | Reduced |
| APG Asset Management US Inc. | 188,522 | $15.5M | 0.10% | +188,522 | New |
| Smith, Salley & Associates | 189,487 | $15.6M | 1.01% | +2,211+1.2% | Added |
| Franklin Street Advisors Inc | 192,125 | $15.8M | 1.30% | −13,439−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 192,382 | $15.8M | 0.07% | +7,543+4.1% | Added |
| Foyston, Gordon, & Payne Inc | 192,826 | $15.9M | 3.99% | +20,775+12.1% | Added |
| New York Life Investment Management LLC | 192,832 | $15.9M | 0.16% | −1,191−0.6% | Reduced |
| Nexus Investment Management ULC | 193,114 | $15.9M | 1.66% | −775−0.4% | Reduced |
| Panagora Asset Management Inc | 194,123 | $16.0M | 0.09% | −51,174−20.9% | Reduced |
| Financial Counselors Inc | 194,999 | $16.1M | 0.29% | −13,167−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 196,224 | $16.2M | 0.66% | +4,684+2.4% | Added |
| Public Employees Retirement Association of Colorado | 197,626 | $16.3M | 0.08% | −4,884−2.4% | Reduced |
| Klingenstein Fields & Co LP | 198,608 | $16.4M | 0.73% | −1,665−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 199,371 | $16.4M | 0.30% | +2,798+1.4% | Added |
| Putnam Investments LLC | 200,914 | $16.6M | 0.02% | −41,554−17.1% | Reduced |
| Confluence Investment Management LLC | 203,715 | $16.8M | 0.24% | −2,649−1.3% | Reduced |
| Man Group plc | 204,753 | $16.9M | 0.05% | – | – |
| Crossmark Global Holdings, Inc. | 204,988 | $16.9M | 0.35% | −4,206−2.0% | Reduced |
| Grandfield & Dodd, LLC | 205,128 | $16.9M | 1.17% | −17,835−8.0% | Reduced |
| State of Alaska, Department of Revenue | 205,230 | $16.9M | 0.20% | −13,110−6.0% | Reduced |
| Janney Capital Management LLC | 205,991 | $17.0M | 1.14% | +18,476+9.9% | Added |
| Cardinal Capital Management, Inc. | 208,176 | $17.1M | 0.81% | +9,670+4.9% | Added |
| Meyer Handelman Co | 209,548 | $17.3M | 0.67% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 208,357 | $17.3M | 0.10% | +8,741+4.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 210,963 | $17.5M | 0.48% | −19,295−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 213,014 | $17.5M | 0.03% | +115,146+117.7% | Added |
| CORDA Investment Management, LLC. | 213,737 | $17.6M | 1.48% | +1,371+0.6% | Added |
| Reynders McVeigh Capital Management, LLC | 214,097 | $17.6M | 1.12% | −7,788−3.5% | Reduced |
| Macquarie Group Ltd | 215,683 | $17.8M | 0.02% | −7,734−3.5% | Reduced |
| Oppenheimer & Co Inc | 216,392 | $17.8M | 0.33% | +644+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 217,117 | $17.9M | 1.38% | +217,117 | New |
| DDD Partners, LLC | 217,162 | $17.9M | 2.40% | −1,208−0.6% | Reduced |
| KLCM Advisors, Inc. | 219,285 | $18.1M | 2.79% | +7,412+3.5% | Added |
| Prosight Management, LP | 220,000 | $18.1M | 7.28% | +70,000+46.7% | Added |
| Swiss Life Asset Management Ltd | 222,858 | $18.4M | 0.22% | +90,714+68.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 224,520 | $18.5M | 0.37% | +182,561+435.1% | Added |