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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 3,996 | $348.0K | 0.31% | +1,516+61.1% | Added |
| Great Diamond Partners, LLC | 4,229 | $348.4K | 0.09% | −956−18.4% | Reduced |
| Gratus Wealth Advisors, LLC | 4,229 | $348.4K | 0.07% | +4,229 | New |
| Smartleaf Asset Management LLC | 4,269 | $350.5K | 0.09% | +4,269 | New |
| Venturi Wealth Management, LLC | 4,255 | $350.5K | 0.02% | +1,620+61.5% | Added |
| Blueshift Asset Management, LLC | 4,256 | $350.6K | 0.19% | −359−7.8% | Reduced |
| Hall Capital Management Co Inc | 4,261 | $351.0K | 0.21% | −95−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 4,262 | $351.1K | 0.02% | −1,417−25.0% | Reduced |
| Fortis Capital Advisors, LLC | 4,265 | $351.4K | 0.20% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,284 | $352.9K | 0.41% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,285 | $353.0K | 0.03% | −282−6.2% | Reduced |
| Twin Lakes Capital Management, LLC | 4,286 | $353.1K | 0.24% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,289 | $353.3K | 0.15% | +4,252+11,491.9% | Added |
| Hedges Asset Management LLC | 4,300 | $354.2K | 0.28% | −40−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 4,306 | $354.8K | 0.02% | −2,945−40.6% | Reduced |
| TRUE Private Wealth Advisors | 4,311 | $355.2K | 0.04% | +4,311 | New |
| Empower Advisory Group, LLC | 4,340 | $357.5K | 0.00% | +538+14.2% | Added |
| Quadrant Capital Group LLC | 4,343 | $358.0K | 0.03% | −1,330−23.4% | Reduced |
| Nwam LLC | 4,351 | $358.5K | 0.03% | +291+7.2% | Added |
| Meridian Wealth Advisors, LLC | 4,369 | $359.9K | 0.08% | −1,061−19.5% | Reduced |
| Jeppson Wealth Management, LLC | 4,383 | $361.1K | 0.15% | +413+10.4% | Added |
| Indiana Trust & Investment Management CO | 4,386 | $361.3K | 0.16% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,399 | $362.4K | 0.15% | −71−1.6% | Reduced |
| Affiance Financial, LLC | 4,404 | $362.8K | 0.11% | −2,413−35.4% | Reduced |
| Field & Main Bank | 4,440 | $365.8K | 0.15% | −1,905−30.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,476 | $368.7K | 0.17% | +4,476 | New |
| First City Capital Management, Inc. | 4,479 | $369.0K | 0.21% | −5−0.1% | Reduced |
| Accurate Wealth Management, LLC | 4,261 | $371.1K | 0.12% | −322−7.0% | Reduced |
| New Jersey Better Educational Savings Trust | 4,510 | $371.5K | 0.78% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,524 | $372.7K | 0.08% | +4,524 | New |
| Holistic Financial Partners | 4,530 | $373.2K | 0.22% | +393+9.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,531 | $373.3K | 0.15% | −1,663−26.8% | Reduced |
| Ssi Investment Management LLC | 4,654 | $374.0K | 0.03% | +4,654 | New |
| Woodward Diversified Capital, LLC | 4,549 | $374.8K | 0.24% | −175−3.7% | Reduced |
| Allstate Corp | 4,550 | $374.8K | 0.03% | +707+18.4% | Added |
| CWA Asset Management Group, LLC | 4,566 | $376.1K | 0.03% | +4,566 | New |
| Summit Investment Advisory Services, LLC | 4,572 | $376.6K | 0.24% | +1,444+46.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,571 | $376.7K | 0.01% | +4,571 | New |
| Bennett Associates Wealth Management | 4,583 | $377.5K | 0.37% | +4,583 | New |
| Cedar Brook Financial Partners, LLC | 4,355 | $379.3K | 0.08% | −190−4.2% | Reduced |
| Alerus Financial NA | 4,607 | $379.5K | 0.03% | −55,731−92.4% | Reduced |
| Truepoint, Inc. | 4,617 | $380.3K | 0.01% | +4,617 | New |
| D.B. Root & Company, LLC | 4,646 | $382.7K | 0.14% | −2,624−36.1% | Reduced |
| Boyar Asset Management Inc. | 4,655 | $383.5K | 0.29% | +120+2.6% | Added |
| Gamco Investors, Inc. Et Al | 4,656 | $383.6K | 0.00% | −3,576−43.4% | Reduced |
| Global X Japan Co., Ltd. | 4,660 | $383.9K | 0.22% | +4,660 | New |
| Legacy Advisory Services, LLC | 4,661 | $384.0K | 0.41% | +4,661 | New |
| InterOcean Capital Group, LLC | 4,678 | $385.4K | 0.01% | −36−0.8% | Reduced |
| Parkside Investments, LLC | 4,694 | $386.7K | 0.07% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 4,706 | $387.7K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,709 | $387.9K | 0.13% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,750 | $391.3K | 0.02% | +937+24.6% | Added |
| Phoenix Holdings Ltd. | 4,390 | $391.6K | 0.01% | +4,390 | New |
| Maple Capital Management, Inc. | 4,758 | $392.0K | 0.04% | +378+8.6% | Added |
| SS&H Financial Advisors, Inc. | 4,756 | $392.0K | 0.17% | +2,000+72.6% | Added |
| Blue Barn Wealth, LLC | 4,759 | $392.0K | 0.23% | −1,392−22.6% | Reduced |
| Boyd Watterson Asset Management LLC | 4,781 | $393.9K | 0.16% | −26−0.5% | Reduced |
| AllSquare Wealth Management LLC | 4,784 | $394.1K | 0.24% | −20.0% | Reduced |
| K.J. Harrison & Partners Inc | 4,800 | $395.4K | 0.07% | +4,800 | New |
| Dorchester Wealth Management Co | 4,805 | $395.8K | 0.07% | +152+3.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 4,809 | $396.2K | 0.46% | +2,015+72.1% | Added |
| First PREMIER Bank | 4,831 | $398.0K | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,846 | $399.2K | 0.24% | −207−4.1% | Reduced |
| Martingale Asset Management L P | 4,882 | $402.2K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,894 | $403.0K | 0.23% | −625−11.3% | Reduced |
| Fiduciary Family Office, LLC | 4,902 | $403.8K | 0.18% | +4,902 | New |
| Lake Street Advisors Group, LLC | 4,863 | $403.9K | 0.02% | +4,863 | New |
| First Heartland Consultants, Inc. | 4,903 | $404.0K | 0.05% | +1,767+56.3% | Added |
| Peoples Financial Services Corp. | 4,938 | $406.8K | 0.18% | 00.0% | Unchanged |
| US Asset Management LLC | 4,947 | $408.0K | 0.40% | +4,947 | New |
| Sanders Morris Harris LLC | 4,744 | $410.2K | 0.20% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,952 | $411.0K | 0.06% | −1,230−19.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $411.9K | 0.34% | 00.0% | Unchanged |
| Alta Capital Management LLC | 5,000 | $411.9K | 0.03% | +5,000 | New |
| Weiss Asset Management LP | 5,003 | $412.1K | 0.03% | +5,003 | New |
| Meadow Creek Wealth Advisors LLC | 5,013 | $413.0K | 0.40% | +5,013 | New |
| Petrus Trust Company, LTA | 5,046 | $415.7K | 0.04% | +5,046 | New |
| North Star Investment Management Corp. | 5,054 | $416.3K | 0.03% | −22−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,068 | $418.0K | 0.05% | −1,117−18.1% | Reduced |
| Waldron Private Wealth LLC | 5,043 | $418.7K | 0.02% | −266−5.0% | Reduced |
| Girard Partners Ltd. | 5,120 | $421.8K | 0.04% | −4,279−45.5% | Reduced |
| Ellevest, Inc. | 5,138 | $423.3K | 0.03% | −1,326−20.5% | Reduced |
| Teza Capital Management LLC | 5,141 | $423.5K | 0.07% | +5,141 | New |
| Wellington Wealth Strategies, LLC. | 5,144 | $423.7K | 0.37% | +5,144 | New |
| 49 Wealth Management, LLC | 5,149 | $424.2K | 0.11% | +5,149 | New |
| Wealth Advisory Solutions, LLC | 5,165 | $425.5K | 0.15% | −10,337−66.7% | Reduced |
| First Manhattan Co | 5,169 | $425.8K | 0.00% | −84−1.6% | Reduced |
| Stevens Capital Management LP | 5,183 | $427.0K | 0.11% | +5,183 | New |
| EverSource Wealth Advisors, LLC | 5,204 | $428.7K | 0.04% | −846−14.0% | Reduced |
| Seelaus Asset Management LLC | 5,205 | $428.8K | 0.42% | −200−3.7% | Reduced |
| Howland Capital Management LLC | 5,198 | $429.7K | 0.02% | −1,940−27.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,233 | $431.1K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,272 | $434.3K | 0.04% | −2,355−30.9% | Reduced |
| Center for Financial Planning, Inc. | 5,282 | $435.1K | 0.08% | −1,264−19.3% | Reduced |
| Boston Financial Mangement LLC | 5,284 | $435.3K | 0.01% | +57+1.1% | Added |
| Buckingham Strategic Partners | 5,285 | $435.5K | 0.02% | −923−14.9% | Reduced |
| LSV Asset Management | 5,300 | $437.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,308 | $437.3K | 0.02% | +2,034+62.1% | Added |
| Tyche Wealth Partners LLC | 5,319 | $438.2K | 0.11% | +5,319 | New |
| Park Edge Advisors, LLC | 5,336 | $439.6K | 0.15% | 00.0% | Unchanged |