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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 3,258 | $268.4K | 0.06% | +456+16.3% | Added |
| Strategic Investment Advisors | 3,295 | $271.5K | 0.04% | −338−9.3% | Reduced |
| Widmann Financial Services, Inc. | 3,298 | $271.7K | 0.24% | −380−10.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,300 | $271.9K | 0.08% | −500−13.2% | Reduced |
| Allred Capital Management, LLC | 3,317 | $273.3K | 0.12% | −193−5.5% | Reduced |
| Meeder Asset Management Inc | 3,317 | $273.3K | 0.02% | +254+8.3% | Added |
| Schmidt P J Investment Management Inc | 3,163 | $273.7K | 0.05% | −47−1.5% | Reduced |
| Gryphon Financial Partners LLC | 2,672 | $275.2K | 0.05% | +2,672 | New |
| Perkins Capital Management Inc | 3,375 | $278.0K | 0.24% | +500+17.4% | Added |
| Financial Network Wealth Advisors LLC | 3,378 | $278.3K | 0.30% | +3,378 | New |
| Hurlow Wealth Management Group, Inc. | 3,382 | $278.6K | 0.11% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,399 | $280.0K | 0.09% | +80+2.4% | Added |
| Park National Corp | 3,401 | $280.2K | 0.01% | −3,470−50.5% | Reduced |
| MBA Advisors LLC | 3,407 | $280.7K | 0.16% | −560−14.1% | Reduced |
| FIL Ltd | 3,409 | $280.8K | 0.00% | +3,409 | New |
| Donaldson Capital Management, LLC | 3,411 | $281.0K | 0.01% | −35,649−91.3% | Reduced |
| Advisor Resource Council | 3,417 | $281.5K | 0.03% | +3,417 | New |
| Family Management Corp | 3,418 | $281.6K | 0.06% | −31,440−90.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,427 | $282.0K | 0.17% | +3,427 | New |
| Dover Advisors, LLC | 3,403 | $282.6K | 0.37% | −1,329−28.1% | Reduced |
| Hillsdale Investment Management Inc. | 3,431 | $282.6K | 0.02% | +2,070+152.1% | Added |
| Truvestments Capital LLC | 3,433 | $282.8K | 0.13% | −992−22.4% | Reduced |
| Lantz Financial LLC | 3,434 | $282.9K | 0.10% | +55+1.6% | Added |
| Renasant Bank | 3,439 | $283.3K | 0.23% | −764−18.2% | Reduced |
| Keebeck Wealth Management, LLC | 3,430 | $284.9K | 0.05% | −36−1.0% | Reduced |
| MMBG Investment Advisors Co. | 3,480 | $286.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,500 | $288.3K | 0.15% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,500 | $288.3K | 0.33% | 00.0% | Unchanged |
| Onefund, LLC | 3,518 | $289.8K | 0.38% | +3,518 | New |
| ERTS Wealth Advisors, LLC | 3,519 | $289.9K | 0.06% | +164+4.9% | Added |
| Provence Wealth Management Group | 3,527 | $290.6K | 0.16% | +3,459+5,086.8% | Added |
| Columbia Trust Co 01012016 | 3,529 | $290.7K | 0.13% | +844+31.4% | Added |
| Keudell/Morrison Wealth Management | 3,543 | $291.9K | 0.10% | −112−3.1% | Reduced |
| Aviance Capital Partners, LLC | 3,550 | $292.4K | 0.06% | −200−5.3% | Reduced |
| Imprint Wealth LLC | 3,501 | $293.0K | 0.24% | −17−0.5% | Reduced |
| M&R Capital Management Inc | 3,557 | $293.0K | 0.07% | −2,176−38.0% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $293.3K | 0.12% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,568 | $293.9K | 0.11% | −2,100−37.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,501 | $296.6K | 0.01% | −352−9.1% | Reduced |
| Fidelis Capital Partners, LLC | 3,617 | $298.0K | 0.07% | −67−1.8% | Reduced |
| E Fund Management Co., Ltd. | 3,617 | $298.0K | 0.02% | +434+13.6% | Added |
| Alpha Family Trust | 3,620 | $298.2K | 0.20% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,638 | $299.7K | 0.04% | +100+2.8% | Added |
| BLB&B Advisors, LLC | 3,640 | $299.8K | 0.02% | +165+4.7% | Added |
| Summit Financial Strategies, Inc. | 3,648 | $300.5K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Group | 3,653 | $300.9K | 0.03% | +582+19.0% | Added |
| Delta Financial Group, Inc. | 3,664 | $302.0K | 0.09% | +228+6.6% | Added |
| Concord Wealth Partners | 3,696 | $304.5K | 0.06% | −3,707−50.1% | Reduced |
| Excalibur Management Corp | 3,682 | $305.5K | 0.14% | +545+17.4% | Added |
| Opinicus Capital, Inc. | 3,714 | $305.9K | 0.31% | +3,714 | New |
| Alliance Wealth Advisors, LLC | 3,731 | $307.4K | 0.20% | −97−2.5% | Reduced |
| Camden Capital, LLC | 3,737 | $307.9K | 0.03% | +833+28.7% | Added |
| Wrapmanager Inc | 3,750 | $308.9K | 0.09% | −288−7.1% | Reduced |
| Strait & Sound Wealth Management LLC | 3,596 | $309.4K | 0.19% | −169−4.5% | Reduced |
| KPP Advisory Services LLC | 3,763 | $310.0K | 0.27% | +575+18.0% | Added |
| Harbour Trust & Investment Management Co | 3,767 | $310.3K | 0.04% | +3,767 | New |
| KG&L Capital Management,LLC | 3,770 | $310.6K | 0.13% | +1,077+40.0% | Added |
| Atlas Private Wealth Advisors | 3,784 | $311.7K | 0.06% | +3,784 | New |
| Guardian Wealth Advisors, LLC | 3,790 | $312.2K | 0.22% | +948+33.4% | Added |
| Caldwell Sutter Capital, Inc. | 3,791 | $312.3K | 0.16% | +26+0.7% | Added |
| Constitution Capital LLC | 3,800 | $313.0K | 0.19% | −1,950−33.9% | Reduced |
| First Trust Investment Solutions L.P. | 3,815 | $314.3K | 0.07% | +3,815 | New |
| Wedmont Private Capital | 3,632 | $314.4K | 0.03% | −2,765−43.2% | Reduced |
| Precision Wealth Strategies, LLC | 3,824 | $315.0K | 0.31% | −42−1.1% | Reduced |
| NinePointTwo Capital | 3,841 | $316.0K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 3,836 | $316.0K | 0.19% | 00.0% | Unchanged |
| jvl associates llc | 3,840 | $316.3K | 0.14% | +139+3.8% | Added |
| Interchange Capital Partners, LLC | 3,839 | $316.5K | 0.24% | −388−9.2% | Reduced |
| Lebenthal Global Advisors, LLC | 3,844 | $316.7K | 0.07% | −668−14.8% | Reduced |
| Aries Wealth Management | 3,854 | $317.5K | 0.11% | −240−5.9% | Reduced |
| Arcataur Capital Management LLC | 3,857 | $317.7K | 0.12% | −40−1.0% | Reduced |
| Financial Management Professionals, Inc. | 3,857 | $318.0K | 0.05% | +1,381+55.8% | Added |
| FLC Capital Advisors | 3,869 | $318.7K | 0.09% | +3,869 | New |
| Red Door Wealth Management, LLC | 3,901 | $321.4K | 0.07% | +359+10.1% | Added |
| Prosperity Consulting Group, LLC | 3,921 | $323.0K | 0.11% | +1,087+38.4% | Added |
| WMS Partners, LLC | 3,940 | $324.6K | 0.02% | +334+9.3% | Added |
| Marex Group plc | 3,941 | $324.7K | 0.01% | +398+11.2% | Added |
| Thrive Capital Management, LLC | 3,959 | $326.2K | 0.17% | +114+3.0% | Added |
| Royal Capital Wealth Management, LLC | 3,972 | $327.2K | 0.28% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,981 | $328.0K | 0.05% | −8,097−67.0% | Reduced |
| Northwest Financial Advisors | 3,999 | $329.4K | 0.28% | +3,999 | New |
| Walter Public Investments Inc. | 4,000 | $329.5K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,011 | $330.4K | 0.06% | +26+0.7% | Added |
| Leverty Financial Group, LLC | 4,014 | $330.7K | 0.21% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,015 | $330.8K | 0.02% | −404−9.1% | Reduced |
| VeraBank, N.A. | 4,024 | $331.5K | 0.11% | −102−2.5% | Reduced |
| Fortress Wealth Group, LLC | 3,857 | $333.9K | 0.20% | +564+17.1% | Added |
| Pensionmark Financial Group, LLC | 4,040 | $334.3K | 0.04% | +1,200+42.3% | Added |
| Carmichael Hill & Associates, Inc. | 4,058 | $334.3K | 0.15% | −163−3.9% | Reduced |
| Montecito Bank & Trust | 4,072 | $335.5K | 0.07% | −3,058−42.9% | Reduced |
| Philip James Wealth Mangement, LLC | 4,072 | $335.5K | 0.26% | +4,072 | New |
| Summit Global Investments | 4,078 | $336.0K | 0.02% | −8,002−66.2% | Reduced |
| Tranquilli Financial Advisor LLC | 4,105 | $338.2K | 0.24% | +4,105 | New |
| Riverbridge Partners LLC | 4,129 | $340.1K | 0.00% | +78+1.9% | Added |
| First Citizens Financial Corp | 4,134 | $340.6K | 0.22% | 00.0% | Unchanged |
| Change Path, LLC | 4,156 | $342.0K | 0.02% | +1,429+52.4% | Added |
| ARS Wealth Advisors Group, LLC | 4,171 | $343.6K | 0.05% | −82,928−95.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,187 | $344.9K | 0.01% | −2,201−34.5% | Reduced |
| First Light Asset Management, LLC | 4,188 | $345.0K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,206 | $346.0K | 0.06% | +356+9.2% | Added |