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
- 2,086
- +136 vs. Q3 2023
- Shares held
- 1.09B
- −535.5K (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
- 994 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 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 283 | $23.3K | 0.01% | −45−13.7% | Reduced |
| Gables Capital Management Inc. | 289 | $23.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 301 | $24.8K | 0.02% | +301 | New |
| Lee Financial Co | 300 | $24.9K | 0.00% | −32−9.6% | Reduced |
| Knott David M Jr | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 310 | $25.5K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 313 | $25.8K | 0.01% | −73−18.9% | Reduced |
| Fairfield, Bush & Co. | 316 | $26.0K | 0.02% | +316 | New |
| MeadowBrook Investment Advisors LLC | 324 | $26.7K | 0.03% | +324 | New |
| Planning Capital Management Corp | 329 | $27.1K | 0.02% | +329 | New |
| Cassady Schiller Wealth Management, LLC | 341 | $28.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 342 | $28.2K | 0.01% | +154+81.9% | Added |
| Baystate Wealth Management LLC | 350 | $28.9K | 0.00% | −19−5.1% | Reduced |
| Team Financial Group, LLC | 357 | $29.4K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 358 | $31.0K | 0.01% | −465−56.5% | Reduced |
| Beacon Capital Management, LLC | 416 | $32.6K | 0.01% | −72−14.8% | Reduced |
| Rocky Mountain Advisers, LLC | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 399 | $33.0K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 425 | $35.0K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 425 | $35.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 432 | $35.6K | 0.01% | +32+8.0% | Added |
| Fortis Group Advisors, LLC | 460 | $37.9K | 0.01% | +230+100.0% | Added |
| Resources Management Corp | 461 | $38.0K | 0.01% | −166−26.5% | Reduced |
| Hartford Financial Management Inc. | 479 | $39.5K | 0.01% | +164+52.1% | Added |
| Castleark Management LLC | 480 | $39.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 486 | $40.1K | 0.04% | −880−64.4% | Reduced |
| SJS Investment Consulting Inc. | 489 | $40.3K | 0.01% | +4+0.8% | Added |
| Newbridge Financial Services Group, Inc. | 492 | $40.5K | 0.02% | −681−58.1% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $41.2K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 500 | $41.2K | 0.00% | +470+1,566.7% | Added |
| Missouri Trust & Investment Co | 505 | $41.6K | 0.02% | +405+405.0% | Added |
| GW&K Investment Management, LLC | 513 | $42.0K | 0.00% | +42+8.9% | Added |
| BOK Financial Private Wealth, Inc. | 517 | $42.6K | 0.00% | −574−52.6% | Reduced |
| West Paces Advisors Inc. | 529 | $43.6K | 0.01% | −3,959−88.2% | Reduced |
| Frazier Financial Advisors, LLC | 534 | $44.0K | 0.04% | +534 | New |
| Salomon & Ludwin, LLC | 575 | $45.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 555 | $45.7K | 0.03% | −964−63.5% | Reduced |
| First Financial Corp | 567 | $46.7K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 600 | $47.0K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 575 | $47.4K | 0.00% | +416+261.6% | Added |
| Union Savings Bank | 591 | $48.7K | 0.03% | −86−12.7% | Reduced |
| Advantage Trust Co | 600 | $49.4K | 0.04% | +600 | New |
| Rakuten Securities, Inc. | 600 | $49.4K | 0.04% | +600 | New |
| Rockbridge Investment Management, LCC | 611 | $50.3K | 0.01% | +611 | New |
| Iron Horse Wealth Management, LLC | 624 | $51.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 628 | $51.7K | 0.02% | +628 | New |
| TSFG, LLC | 642 | $53.0K | 0.02% | −31−4.6% | Reduced |
| First Community Trust NA | 647 | $53.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 655 | $53.9K | 0.02% | −153−18.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 657 | $54.1K | 0.03% | +657 | New |
| ICA Group Wealth Management, LLC | 663 | $54.6K | 0.01% | +663 | New |
| CGC Financial Services, LLC | 669 | $55.1K | 0.03% | +195+41.1% | Added |
| Motco | 684 | $56.3K | 0.00% | −160−19.0% | Reduced |
| America First Investment Advisors, LLC | 695 | $57.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 698 | $57.5K | 0.03% | +561+409.5% | Added |
| S.A. Mason LLC | 723 | $59.6K | 0.04% | −357−33.1% | Reduced |
| Rosenberg Matthew Hamilton | 725 | $59.7K | 0.02% | −363−33.4% | Reduced |
| Tennessee Valley Asset Management Partners | 731 | $60.2K | 0.02% | +731 | New |
| Hazlett, Burt & Watson, Inc. | 741 | $61.0K | 0.04% | −200−21.3% | Reduced |
| Castleview Partners, LLC | 741 | $61.0K | 0.04% | +174+30.7% | Added |
| SRS Capital Advisors, Inc. | 744 | $61.3K | 0.01% | +13+1.8% | Added |
| ZRC Wealth Management, LLC | 800 | $62.7K | 0.04% | +800 | New |
| Carolinas Wealth Consulting LLC | 8,494 | $62.9K | 0.01% | +287+3.5% | Added |
| Piscataqua Savings Bank | 775 | $63.8K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $63.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 778 | $64.1K | 0.01% | −87−10.1% | Reduced |
| WealthCollab, LLC | 781 | $64.3K | 0.05% | +781 | New |
| Strategic Investment Solutions, Inc. | 789 | $65.0K | 0.01% | −17,689−95.7% | Reduced |
| FSA Wealth Management LLC | 803 | $66.0K | 0.03% | +803 | New |
| Centennial Bank | 807 | $66.5K | 0.04% | −4,999−86.1% | Reduced |
| Spartan Planning & Wealth Management | 816 | $67.2K | 0.07% | +786+2,620.0% | Added |
| BFSG, LLC | 828 | $68.2K | 0.01% | +828 | New |
| Arlington Trust Co LLC | 842 | $69.4K | 0.02% | +842 | New |
| Focused Wealth Management, Inc | 848 | $69.8K | 0.01% | −810−48.9% | Reduced |
| Ramirez Asset Management, Inc. | 850 | $70.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 878 | $72.3K | 0.01% | −40−4.4% | Reduced |
| South State Corp. | 883 | $72.7K | 0.01% | −780−46.9% | Reduced |
| Bell Investment Advisors, Inc | 926 | $76.3K | 0.02% | +117+14.5% | Added |
| Key Financial Inc | 931 | $76.7K | 0.02% | −61−6.1% | Reduced |
| Operose Advisors LLC | 935 | $77.0K | 0.03% | −440−32.0% | Reduced |
| Optimum Investment Advisors | 950 | $78.3K | 0.04% | −1−0.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 951 | $78.3K | 0.03% | −21−2.2% | Reduced |
| Hoese & Co LLP | 991 | $78.6K | 0.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 975 | $80.3K | 0.05% | +975 | New |
| EdgeRock Capital LLC | 931 | $81.6K | 0.06% | +931 | New |
| PSI Advisors, LLC | 1,005 | $82.7K | 0.03% | +1+0.1% | Added |
| Custom Portfolio Group LLC | 1,032 | $85.7K | 0.08% | +1,032 | New |
| Partnership Wealth Management, LLC | 987 | $86.4K | 0.07% | +987 | New |
| Rational Advisors LLC | 1,057 | $87.1K | 0.01% | −1,581−59.9% | Reduced |
| MCF Advisors LLC | 1,067 | $88.1K | 0.01% | +13+1.2% | Added |
| Arrow Financial Corp | 1,076 | $88.6K | 0.01% | −6−0.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,082 | $89.1K | 0.03% | −1,291−54.4% | Reduced |
| Sachetta, LLC | 1,094 | $90.4K | 0.04% | +1,094 | New |
| Acima Private Wealth, LLC | 1,125 | $92.7K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,170 | $96.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 1,175 | $96.8K | 0.01% | −37−3.1% | Reduced |