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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.

Institutional holdersQ4 2023: 2,085 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ4 2023: $89.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2023.

Institutions holding MDT in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FORA Capital, LLC0$00.00%−68,482−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−58,410−100.0%Sold out
O'Brien Greene & Co. Inc0$00.00%−51,617−100.0%Sold out
DF Dent & Co Inc0$00.00%−43,709−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−41,048−100.0%Sold out
Demars Financial Group, LLC0$00.00%−38,917−100.0%Sold out
Meritage Portfolio Management0$00.00%−37,936−100.0%Sold out
Alley Investment Management Company, LLC0$00.00%−34,032−100.0%Sold out
Blackhawk Capital Partners LLC.0$00.00%−29,743−100.0%Sold out
Cohen Lawrence B0$00.00%−28,170−100.0%Sold out
Bremer Bank National Association0$00.00%−27,555−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−27,064−100.0%Sold out
Regent Peak Wealth Advisors LLC0$00.00%−25,287−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−24,284−100.0%Sold out
Cercano Management LLC0$00.00%−23,800−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−23,278−100.0%Sold out
Garda Capital Partners LP0$00.00%−21,850−100.0%Sold out
Connolly Sarah T.0$00.00%−21,514−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−20,986−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−20,708−100.0%Sold out
Charles Schwab Trust Co0$00.00%−20,563−100.0%Sold out
Matrix Trust Co0$00.00%−20,023−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−19,037−100.0%Sold out
C2C Wealth Management, LLC0$00.00%−16,552−100.0%Sold out
Engineers Gate Manager LP0$00.00%−14,868−100.0%Sold out
Riverview Capital Advisers, LLC0$00.00%−14,858−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−14,717−100.0%Sold out
Strong Tower Advisory Services0$00.00%−13,370−100.0%Sold out
Canvas Wealth Advisors, LLC0$00.00%−12,969−100.0%Sold out
Maven Securities LTD0$00.00%−11,983−100.0%Sold out
Wills Financial Group, Inc.0$00.00%−11,940−100.0%Sold out
Great Lakes Retirement, Inc.0$00.00%−10,361−100.0%Sold out
WealthShield Partners, LLC0$00.00%−10,130−100.0%Sold out
Corundum Group, Inc.0$00.00%−9,452−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−7,428−100.0%Sold out
Symmetry Partners, LLC0$00.00%−7,263−100.0%Sold out
Northside Capital Management, LLC0$00.00%−6,747−100.0%Sold out
Roundview Capital LLC0$00.00%−6,228−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−6,151−100.0%Sold out
Geller Advisors LLC0$00.00%−5,779−100.0%Sold out
Principal Street Partners, LLC0$00.00%−5,790−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−5,613−100.0%Sold out
Childress Capital Advisors, LLC0$00.00%−5,470−100.0%Sold out
Paragon Financial Partners, Inc.0$00.00%−5,210−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−4,975−100.0%Sold out
Cape Cod Five Cents Savings Bank0$00.00%−2,544−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−4,626−100.0%Sold out
Congress Park Capital LLC0$00.00%−4,503−100.0%Sold out
Kolinsky Wealth Management, LLC0$00.00%−4,442−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−4,269−100.0%Sold out
Corton Capital Inc.0$00.00%−4,258−100.0%Sold out
Baker Chad R0$00.00%−4,165−100.0%Sold out
Segment Wealth Management, LLC0$00.00%−4,131−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−3,983−100.0%Sold out
Platte River Wealth Advisors, LLC0$00.00%−3,951−100.0%Sold out
Advisory Research Inc0$00.00%−3,923−100.0%Sold out
Keel Point, LLC0$00.00%−3,735−100.0%Sold out
Green Harvest Asset Management LLC0$00.00%−3,730−100.0%Sold out
David Loasby0$00.00%−3,773−100.0%Sold out
Concord Asset Management, LLC0$00.00%−3,644−100.0%Sold out
Axq Capital, LP0$00.00%−3,600−100.0%Sold out
Relyea Zuckerberg Hanson LLC0$00.00%−3,389−100.0%Sold out
Hillman Capital Management, Inc.0$00.00%−3,357−100.0%Sold out
Saiph Capital, LLC0$00.00%−3,330−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−3,326−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−3,275−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−3,226−100.0%Sold out
Arthur M. Cohen & Associates, LLC0$00.00%−3,170−100.0%Sold out
Blossom Wealth Management0$00.00%−3,163−100.0%Sold out
ASB Consultores, LLC0$00.00%−3,151−100.0%Sold out
Canton Hathaway, LLC0$00.00%−3,112−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−3,094−100.0%Sold out
PDS Planning, Inc0$00.00%−3,081−100.0%Sold out
Inspire Advisors, LLC0$00.00%−3,071−100.0%Sold out
Commonwealth Financial Services, LLC0$00.00%−3,030−100.0%Sold out
Mosaic Family Wealth Partners, LLC0$00.00%−2,978−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−2,977−100.0%Sold out
Angeles Wealth Management, LLC0$00.00%−2,888−100.0%Sold out
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors0$00.00%−2,859−100.0%Sold out
DRW Securities, LLC0$00.00%−2,785−100.0%Sold out
KLR Investment Advisors, LLC0$00.00%−2,680−100.0%Sold out
Wealth Management Associates, Inc.0$00.00%−2,767−100.0%Sold out
Northwest Wealth Management, LLC0$00.00%−2,727−100.0%Sold out
Aaron Wealth Advisors0$00.00%−2,716−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−2,652−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−2,622−100.0%Sold out
LPWM LLC0$00.00%−2,616−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−2,579−100.0%Sold out
Capital Investment Counsel, Inc0$00.00%−2,577−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−2,337−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−2,283−100.0%Sold out
Bessemer Securities LLC0$00.00%−1,764−100.0%Sold out
IMA Wealth, Inc.0$00.00%−1,725−100.0%Sold out
Riverview Trust Co0$00.00%−1,576−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−1,326−100.0%Sold out
Rock Creek Group, LP0$00.00%−1,094−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−707−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−696−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−691−100.0%Sold out
Earnest Partners LLC0$00.00%−657−100.0%Sold out