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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,728 | $224.7K | 0.04% | −4,327−61.3% | Reduced |
| Fielder Capital Group LLC | 2,731 | $225.0K | 0.14% | +2,731 | New |
| Sound Income Strategies, LLC | 2,739 | $225.7K | 0.02% | +1,666+155.3% | Added |
| Signal Advisors Wealth, LLC | 2,722 | $226.0K | 0.08% | +2,722 | New |
| Insight Wealth Partners, LLC | 2,744 | $226.1K | 0.17% | +2,744 | New |
| BOS Asset Management, LLC | 2,748 | $226.4K | 0.16% | −1,142−29.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,755 | $227.0K | 0.05% | −183−6.2% | Reduced |
| Advus Financial Partners, LLC | 2,759 | $227.3K | 0.08% | −1,090−28.3% | Reduced |
| Delta Asset Management LLC | 2,765 | $227.8K | 0.02% | −100−3.5% | Reduced |
| MidWestOne Financial Group, Inc. | 2,767 | $227.9K | 0.04% | +102+3.8% | Added |
| Beaton Management Co. Inc. | 2,767 | $228.0K | 0.14% | −40−1.4% | Reduced |
| Wedge Capital Management L L P | 2,781 | $229.1K | 0.00% | −119−4.1% | Reduced |
| Dakota Community Bank & Trust NA | 2,785 | $229.4K | 1.29% | +255+10.1% | Added |
| Burns J W & Co Inc | 2,790 | $229.9K | 0.03% | −2,876−50.8% | Reduced |
| First Interstate Bank | 2,798 | $230.5K | 0.02% | −700−20.0% | Reduced |
| Elequin Capital LP | 2,800 | $230.7K | 0.07% | +2,800 | New |
| Powers Advisory Group, LLC | 2,806 | $231.2K | 0.14% | +2,806 | New |
| NBW Capital LLC | 2,811 | $231.6K | 0.05% | −3−0.1% | Reduced |
| Alterity Financial Group, LLC | 2,812 | $231.7K | 0.33% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,799 | $232.4K | 0.03% | −1,115−28.5% | Reduced |
| Barlow Wealth Partners, Inc. | 2,827 | $232.9K | 0.03% | +2,827 | New |
| Weatherly Asset Management L. P. | 2,805 | $233.0K | 0.03% | −1,541−35.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,844 | $234.3K | 0.04% | +2,844 | New |
| Ogorek Anthony Joseph | 2,853 | $235.0K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,853 | $235.1K | 0.01% | −1,212−29.8% | Reduced |
| Private Wealth Partners, LLC | 2,860 | $235.6K | 0.02% | +2,860 | New |
| Gsa Capital Partners LLP | 2,859 | $236.0K | 0.02% | −1,274−30.8% | Reduced |
| American Investment Services, Inc. | 2,868 | $236.3K | 0.04% | 00.0% | Unchanged |
| First National Bank | 2,868 | $236.3K | 0.19% | −155−5.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,875 | $236.9K | 0.11% | +2,875 | New |
| DGS Capital Management, LLC | 2,878 | $237.1K | 0.09% | −984−25.5% | Reduced |
| Henry James International Management, Inc. | 2,894 | $238.4K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,897 | $238.7K | 0.03% | −5,822−66.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,908 | $239.6K | 0.14% | −650−18.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,912 | $239.9K | 0.20% | +50+1.7% | Added |
| Magnus Financial Group LLC | 2,918 | $240.4K | 0.03% | −323−10.0% | Reduced |
| TCP Asset Management, LLC | 2,922 | $240.7K | 0.09% | +2,922 | New |
| JJJ Advisors Inc. | 2,922 | $241.1K | 0.06% | −3,875−57.0% | Reduced |
| CFO4Life Group, LLC | 2,932 | $241.6K | 0.05% | −555−15.9% | Reduced |
| Mechanics Bank Trust Department | 2,937 | $241.9K | 0.04% | −827−22.0% | Reduced |
| Hendley & Co Inc | 2,938 | $242.0K | 0.09% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,940 | $242.2K | 0.14% | −1,805−38.0% | Reduced |
| Crane Advisory, LLC | 2,868 | $242.5K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,852 | $242.6K | 0.02% | +2,852 | New |
| Emfo, LLC | 2,946 | $242.7K | 0.23% | −250−7.8% | Reduced |
| Colonial River Wealth Management, LLC | 2,959 | $243.8K | 0.14% | +2,959 | New |
| Signet Financial Management, LLC | 2,963 | $244.1K | 0.04% | −417−12.3% | Reduced |
| Arden Trust Co | 2,970 | $244.7K | 0.04% | −313−9.5% | Reduced |
| Centurion Wealth Management LLC | 2,971 | $244.7K | 0.10% | +64+2.2% | Added |
| Aspiriant, LLC | 2,972 | $244.8K | 0.01% | −559−15.8% | Reduced |
| KFG Wealth Management, LLC | 2,977 | $245.2K | 0.11% | −28−0.9% | Reduced |
| Octavia Wealth Advisors, LLC | 2,961 | $246.0K | 0.04% | −125−4.1% | Reduced |
| Sheets Smith Wealth Management | 2,995 | $246.7K | 0.04% | −1,058−26.1% | Reduced |
| Evermay Wealth Management LLC | 2,974 | $246.9K | 0.05% | −127−4.1% | Reduced |
| Catalyst Financial Partners LLC | 3,016 | $248.5K | 0.07% | −1,769−37.0% | Reduced |
| STAR Financial Bank | 3,038 | $250.3K | 0.23% | −1,577−34.2% | Reduced |
| Financial Advocates Investment Management | 3,039 | $250.3K | 0.02% | −3,886−56.1% | Reduced |
| Citizens Financial Group Inc | 3,048 | $251.1K | 0.01% | −3,626−54.3% | Reduced |
| Advisor OS, LLC | 3,052 | $251.4K | 0.03% | +3,052 | New |
| LifePro Asset Management | 3,055 | $251.7K | 0.19% | −151−4.7% | Reduced |
| Chemung Canal Trust Co | 3,056 | $251.8K | 0.05% | −47,866−94.0% | Reduced |
| Commerzbank Aktiengesellschaft | 3,048 | $252.0K | 0.01% | +3,048 | New |
| Skopos Labs, Inc. | 3,059 | $252.0K | 0.12% | +3,059 | New |
| Zullo Investment Group, Inc. | 3,061 | $252.2K | 0.13% | −79−2.5% | Reduced |
| Steele Capital Management, Inc. | 3,062 | $252.2K | 0.02% | +3,062 | New |
| New Century Financial Group, LLC | 3,072 | $253.1K | 0.22% | +3,072 | New |
| Mather Group, LLC. | 3,093 | $254.8K | 0.00% | −3,895−55.7% | Reduced |
| Lion Street Advisors, LLC | 3,104 | $255.7K | 0.10% | −966−23.7% | Reduced |
| Cohen & Steers, Inc. | 3,103 | $256.0K | 0.00% | +1,311+73.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,252 | $256.4K | 0.06% | +3,252 | New |
| Capital Advisors, Ltd. LLC | 3,124 | $257.0K | 0.04% | +54+1.8% | Added |
| Chesapeake Asset Management LLC | 3,121 | $257.1K | 0.23% | −5,089−62.0% | Reduced |
| Exchange Bank | 3,123 | $257.3K | 0.22% | −60−1.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,126 | $257.5K | 0.01% | −1,106−26.1% | Reduced |
| WealthPlan Investment Management, LLC | 3,130 | $257.8K | 0.04% | −4,827−60.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,130 | $257.8K | 0.11% | +3,130 | New |
| Modera Wealth Management, LLC | 3,131 | $257.9K | 0.00% | −406−11.5% | Reduced |
| Capital Planning Advisors, LLC | 3,132 | $258.0K | 0.05% | −391−11.1% | Reduced |
| Financial Engines Advisors L.L.C. | 3,126 | $259.5K | 0.00% | +3,126 | New |
| McGlone Suttner Wealth Management, Inc. | 3,156 | $260.0K | 0.05% | +34+1.1% | Added |
| New Republic Capital, LLC | 3,134 | $260.2K | 0.19% | +3,134 | New |
| Quadrant Private Wealth Management, LLC | 3,138 | $260.8K | 0.07% | −75−2.3% | Reduced |
| Smith Shellnut Wilson LLC | 3,167 | $260.9K | 0.15% | −521−14.1% | Reduced |
| Innova Wealth Partners | 3,175 | $261.6K | 0.23% | +360+12.8% | Added |
| Profit Investment Management, LLC | 3,177 | $261.7K | 0.15% | −327−9.3% | Reduced |
| Insight Folios Inc | 3,190 | $262.8K | 0.11% | +57+1.8% | Added |
| Breed's Hill Capital LLC | 3,190 | $262.8K | 0.25% | +3,190 | New |
| Verity Asset Management, Inc. | 3,194 | $263.1K | 0.17% | +132+4.3% | Added |
| Cape Investment Advisory, Inc. | 3,197 | $263.4K | 0.13% | +369+13.0% | Added |
| Stokes Family Office, LLC | 3,200 | $263.6K | 0.04% | −1,195−27.2% | Reduced |
| Invera Wealth Advisors, LLC | 3,202 | $263.8K | 0.17% | +3,202 | New |
| Ambassador Advisors, LLC | 3,054 | $264.9K | 0.06% | −414−11.9% | Reduced |
| Gratus Capital LLC | 3,231 | $266.2K | 0.02% | −806−20.0% | Reduced |
| Fort, L.P. | 3,231 | $266.2K | 0.66% | −82−2.5% | Reduced |
| Harmony Asset Management LLC | 3,231 | $266.2K | 0.11% | +3,231 | New |
| Compass Ion Advisors, LLC | 3,237 | $266.6K | 0.04% | −54−1.6% | Reduced |
| Okabena Investment Services Inc | 3,248 | $267.6K | 0.10% | −21,128−86.7% | Reduced |
| Essex Savings Bank | 3,253 | $268.0K | 0.08% | +313+10.6% | Added |
| Guyasuta Investment Advisors Inc | 3,255 | $268.1K | 0.02% | −237−6.8% | Reduced |
| Power Corp of Canada | 3,258 | $268.4K | 0.03% | 00.0% | Unchanged |