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; 2,150 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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,195 | $98.4K | 0.01% | −36−2.9% | Reduced |
| REAP Financial Group, LLC | 1,200 | $98.9K | 0.03% | +1,200 | New |
| Abich Financial Wealth Management LLC | 1,208 | $99.5K | 0.10% | +1,208 | New |
| Atlantic Trust, LLC | 1,217 | $100.3K | 0.03% | −134−9.9% | Reduced |
| Northwest Bank & Trust Co | 1,250 | $103.0K | 0.09% | +1,250 | New |
| New England Capital Financial Advisors LLC | 1,298 | $107.0K | 0.06% | −166−11.3% | Reduced |
| First Command Advisory Services, Inc. | 1,314 | $108.2K | 0.00% | −501−27.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,337 | $110.1K | 0.03% | +1,337 | New |
| Brown, Lisle/Cummings, Inc. | 1,385 | $114.1K | 0.04% | +250+22.0% | Added |
| Sunbelt Securities, Inc. | 1,391 | $114.6K | 0.01% | −112−7.5% | Reduced |
| Live Oak Investment Partners | – | $117.6K | 0.11% | – | – |
| Oakworth Capital, Inc. | 1,456 | $119.9K | 0.01% | +101+7.5% | Added |
| Smithfield Trust Co | 1,480 | $122.0K | 0.01% | −300−16.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,487 | $122.5K | 0.01% | −323−17.8% | Reduced |
| Institutional & Family Asset Management, LLC | 1,488 | $122.6K | 0.02% | +1,200+416.7% | Added |
| Independence Bank of Kentucky | 1,518 | $125.1K | 0.04% | −50−3.2% | Reduced |
| HighMark Wealth Management LLC | 1,534 | $126.4K | 0.09% | +14+0.9% | Added |
| Front Street Capital Management, Inc. | 1,541 | $127.0K | 0.03% | +51+3.4% | Added |
| Washington Trust Advisors, Inc. | 1,542 | $127.0K | 0.01% | −560−26.6% | Reduced |
| Quent Capital, LLC | 1,555 | $128.1K | 0.02% | −914−37.0% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $131.0K | 0.15% | +1,600 | New |
| Aspire Private Capital, LLC | 1,611 | $132.8K | 0.04% | +21+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,566 | $137.1K | 0.00% | −110−6.6% | Reduced |
| Asset Dedication, LLC | 1,686 | $138.0K | 0.01% | +147+9.6% | Added |
| Natixis Investment Managers International | 1,681 | $138.5K | 0.01% | +415+32.8% | Added |
| TFC Financial Management | 1,736 | $143.0K | 0.03% | +153+9.7% | Added |
| Global Trust Asset Management, LLC | 1,739 | $143.3K | 0.06% | −85−4.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,744 | $143.7K | 0.06% | −510−22.6% | Reduced |
| Byrne Asset Management LLC | 1,830 | $150.8K | 0.12% | – | – |
| Hoey Investments, Inc | 1,835 | $151.2K | 0.04% | +940+105.0% | Added |
| Bruce G. Allen Investments, LLC | 1,843 | $151.8K | 0.14% | +1,843 | New |
| Centerpoint Advisors, LLC | 1,875 | $154.0K | 0.06% | −155−7.6% | Reduced |
| Silvant Capital Management LLC | 1,932 | $160.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,987 | $163.7K | 0.05% | −410−17.1% | Reduced |
| Tompkins Financial Corp | 1,991 | $164.0K | 0.02% | +252+14.5% | Added |
| Belmont Capital, LLC | 2,000 | $164.8K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,027 | $167.0K | 0.00% | −14−0.7% | Reduced |
| Salem Investment Counselors Inc | 2,014 | $167.1K | 0.01% | +366+22.2% | Added |
| Knights of Columbus Asset Advisors LLC | 2,044 | $168.4K | 0.01% | +44+2.2% | Added |
| Kelly Lawrence W & Associates Inc | 2,150 | $177.1K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,249 | $177.3K | 0.09% | −90−3.8% | Reduced |
| First Personal Financial Services | 2,218 | $182.7K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,236 | $184.2K | 0.04% | +1,432+178.1% | Added |
| DAGCO, Inc. | 2,269 | $186.9K | 0.17% | +2,269 | New |
| Dynamic Wealth Strategies, LLC | 2,269 | $186.9K | 0.17% | +2,269 | New |
| Legacy Bridge, LLC | 2,365 | $194.8K | 0.13% | −225−8.7% | Reduced |
| Addison Advisors LLC | 2,384 | $196.4K | 0.08% | −296−11.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,410 | $199.5K | 0.09% | +1,084+81.7% | Added |
| Convergence Investment Partners, LLC | 2,428 | $200.0K | 0.10% | +2,428 | New |
| Madden Securities Corp | 2,435 | $200.6K | 0.11% | +2,435 | New |
| Forefront Analytics, LLC | 2,436 | $200.8K | 0.10% | +2,436 | New |
| Chicago Capital, LLC | 2,437 | $200.8K | 0.01% | +2,437 | New |
| OneAscent Financial Services LLC | 2,435 | $201.0K | 0.02% | +2,435 | New |
| International Private Wealth Advisors LLC | 2,441 | $201.1K | 0.20% | +2,441 | New |
| River Wealth Advisors LLC | 2,447 | $201.6K | 0.03% | +2,447 | New |
| Wynn Capital, LLC | 2,450 | $201.8K | 0.16% | +2,450 | New |
| CoreFirst Bank & Trust | 2,451 | $201.9K | 0.13% | −471−16.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,456 | $202.3K | 0.04% | +164+7.2% | Added |
| Baldwin Brothers Inc | 2,457 | $202.4K | 0.02% | −88,833−97.3% | Reduced |
| Albert D Mason Inc | 2,464 | $203.0K | 0.13% | +2,464 | New |
| BKD Wealth Advisors, LLC | 2,495 | $205.5K | 0.01% | −201−7.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,498 | $205.8K | 0.14% | −363−12.7% | Reduced |
| Mills Wealth Advisors LLC | 2,502 | $206.1K | 0.16% | −64−2.5% | Reduced |
| Court Place Advisors, LLC | 2,507 | $206.5K | 0.07% | −641−20.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,519 | $207.6K | 0.15% | +116+4.8% | Added |
| Talisman Wealth Advisors LLC | 2,520 | $207.6K | 0.31% | −252−9.1% | Reduced |
| Saxony Capital Management, LLC | 2,523 | $207.8K | 0.28% | +2,523 | New |
| Keating Investment Counselors Inc | 2,525 | $208.0K | 0.07% | +2,525 | New |
| Patriot Investment Management Inc. | 2,526 | $208.1K | 0.02% | −203−7.4% | Reduced |
| Sage Private Wealth Group, LLC | 2,540 | $209.3K | 0.19% | −320−11.2% | Reduced |
| Oxford Asset Management LLP | 2,542 | $209.4K | 0.32% | +2,542 | New |
| S.E.E.D. Planning Group LLC | 2,543 | $209.5K | 0.08% | −553−17.9% | Reduced |
| J. W. Coons Advisors, LLC | 2,545 | $209.7K | 0.06% | +2,545 | New |
| Legal Advantage Investments, Inc. | 2,546 | $209.7K | 0.13% | −25−1.0% | Reduced |
| Austin Private Wealth, LLC | 2,567 | $211.5K | 0.03% | +2,567 | New |
| Northstar Group, Inc. | 2,576 | $212.2K | 0.05% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,555 | $212.3K | 0.27% | +2,555 | New |
| Sapient Capital LLC | 2,559 | $212.5K | 0.01% | +2,559 | New |
| RiverGlades Family Offices LLC | 2,500 | $212.7K | 0.17% | +2,500 | New |
| Stanley-Laman Group, Ltd. | 2,597 | $213.9K | 0.03% | −63−2.4% | Reduced |
| UMA Financial Services, Inc. | 2,481 | $214.6K | 0.05% | −445−15.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,618 | $215.7K | 0.13% | −213−7.5% | Reduced |
| Secured Retirement Advisors, LLC | 2,628 | $216.5K | 0.21% | +2,628 | New |
| Rockline Wealth Management, LLC | 2,640 | $217.5K | 0.09% | +2,640 | New |
| Register Financial Advisors LLC | 2,649 | $218.2K | 0.15% | +10.0% | Added |
| Revisor Wealth Management LLC | 2,651 | $218.3K | 0.25% | −905−25.4% | Reduced |
| Perritt Capital Management Inc | 2,652 | $218.5K | 0.12% | −461−14.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,652 | $218.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,656 | $218.8K | 0.02% | +2,656 | New |
| Ipswich Investment Management Co., Inc. | 2,671 | $220.0K | 0.06% | −200−7.0% | Reduced |
| Good Life Advisors, LLC | 2,677 | $220.5K | 0.02% | −415−13.4% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,677 | $220.6K | 0.13% | +2,677 | New |
| Apeiron RIA LLC | 2,683 | $221.0K | 0.07% | −412−13.3% | Reduced |
| Penn Mutual Asset Management, LLC | 2,700 | $222.4K | 0.17% | +2,700 | New |
| Financial Advisors Network, Inc. | 2,709 | $223.2K | 0.04% | +36+1.3% | Added |
| Founders Financial Alliance, LLC | 2,710 | $223.3K | 0.09% | +116+4.5% | Added |
| Choate Investment Advisors | 2,718 | $223.9K | 0.01% | −1,452−34.8% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $223.9K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,727 | $224.0K | 0.07% | −145−5.0% | Reduced |
| Trilogy Capital Inc. | 2,720 | $224.1K | 0.01% | +2,720 | New |