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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 5,348 | $440.6K | 0.33% | −1,078−16.8% | Reduced |
| Manchester Capital Management LLC | 5,349 | $440.7K | 0.06% | +449+9.2% | Added |
| New Hampshire Trust | 5,351 | $440.8K | 0.11% | −1,162−17.8% | Reduced |
| Coastal Investment Advisors, Inc. | 5,360 | $441.6K | 0.10% | +2,673+99.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,365 | $442.0K | 0.04% | +5,365 | New |
| Northwest Bancshares, Inc. | 5,388 | $443.9K | 0.08% | −1,879−25.9% | Reduced |
| Coastwise Capital Group, LLC | 5,390 | $444.0K | 0.45% | +690+14.7% | Added |
| Davis Capital Management | 5,399 | $444.8K | 0.43% | +5,399 | New |
| Beta Wealth Group, Inc. | 5,405 | $445.3K | 0.23% | −496−8.4% | Reduced |
| Ti-Trust, Inc | 5,410 | $445.7K | 0.39% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 5,425 | $446.9K | 0.36% | +335+6.6% | Added |
| Rosenbaum Jay D. | 5,427 | $447.1K | 1.16% | −5,461−50.2% | Reduced |
| Beacon Financial Advisory LLC | 5,442 | $448.3K | 0.22% | −1,324−19.6% | Reduced |
| LGL Partners, LLC | 5,460 | $449.8K | 0.06% | −902−14.2% | Reduced |
| StoneX Group Inc. | 5,428 | $450.8K | 0.04% | −388−6.7% | Reduced |
| GAMMA Investing LLC | 5,156 | $451.4K | 0.12% | +5,156 | New |
| Resurgent Financial Advisors LLC | 5,479 | $451.4K | 0.28% | +1,456+36.2% | Added |
| Ballast Advisors LLC | 5,482 | $451.6K | 0.17% | −635−10.4% | Reduced |
| Patten Group, Inc. | 5,488 | $452.1K | 0.12% | −3,675−40.1% | Reduced |
| Athena Investment Management | 5,488 | $452.1K | 0.29% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 5,494 | $452.6K | 0.49% | −1,547−22.0% | Reduced |
| Crestwood Advisors Group LLC | 5,521 | $454.8K | 0.01% | +623+12.7% | Added |
| Mission Wealth Management, LP | 5,533 | $455.8K | 0.02% | −593−9.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,534 | $455.9K | 0.04% | −2,870−34.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,519 | $457.7K | 0.03% | −3,067−35.7% | Reduced |
| Leavell Investment Management, Inc. | 5,516 | $458.0K | 0.03% | +242+4.6% | Added |
| Studio Investment Management LLC | 5,560 | $458.0K | 0.12% | +1,833+49.2% | Added |
| Bond & Devick Financial Network, Inc. | 5,583 | $459.9K | 0.26% | −340−5.7% | Reduced |
| LWMG, LLC | 5,610 | $462.1K | 0.11% | +110+2.0% | Added |
| Patrick M Sweeney & Associates, Inc | 5,625 | $463.4K | 0.42% | +5,625 | New |
| ELCO Management Co., LLC | 5,630 | $463.8K | 0.31% | −3,433−37.9% | Reduced |
| Lakeview Capital Partners, LLC | 5,647 | $465.2K | 0.08% | −307−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,658 | $466.1K | 0.02% | −3,441−37.8% | Reduced |
| Schechter Investment Advisors, LLC | 5,677 | $467.7K | 0.04% | −1,041−15.5% | Reduced |
| Stiles Financial Services Inc | 5,680 | $467.7K | 0.21% | −7,231−56.0% | Reduced |
| IVC Wealth Advisors LLC | 5,678 | $467.8K | 0.29% | −164−2.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,678 | $467.8K | 0.23% | −56−1.0% | Reduced |
| Atlantic Union Bankshares Corp | 5,686 | $468.4K | 0.04% | −2,714−32.3% | Reduced |
| West Oak Capital, LLC | 5,395 | $472.0K | 0.22% | −1,590−22.8% | Reduced |
| ISAM Funds (UK) Ltd | 5,758 | $474.3K | 0.34% | +5,758 | New |
| TCI Wealth Advisors, Inc. | 5,760 | $474.5K | 0.05% | −178−3.0% | Reduced |
| Cornerstone Advisory, LLC | 5,777 | $475.9K | 0.07% | +1,282+28.5% | Added |
| Crumly & Associates Inc. | 5,809 | $478.6K | 0.14% | +2,785+92.1% | Added |
| Syntax Research, Inc. | 5,814 | $479.0K | 0.40% | +228+4.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,822 | $479.6K | 0.30% | −1,204−17.1% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $480.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Asset Management Inc | 5,839 | $481.0K | 0.00% | −77−1.3% | Reduced |
| Cambridge Advisors Inc. | 5,839 | $481.0K | 0.12% | −2,345−28.7% | Reduced |
| Radnor Capital Management, LLC | 5,850 | $482.0K | 0.09% | −697−10.6% | Reduced |
| LongView Wealth Management | 5,569 | $482.6K | 0.22% | +5,569 | New |
| Thomasville National Bank | 5,860 | $482.7K | 0.04% | −1,678−22.3% | Reduced |
| Graypoint LLC | 5,900 | $486.0K | 0.04% | −1,232−17.3% | Reduced |
| Fosun International Ltd | 5,930 | $488.5K | 0.10% | −2,300−27.9% | Reduced |
| Richwood Investment Advisors, LLC | 5,931 | $488.6K | 0.46% | −264−4.3% | Reduced |
| Pointe Capital Management LLC | 5,940 | $489.3K | 0.34% | −21−0.4% | Reduced |
| Washington Trust Bank | 5,969 | $491.7K | 0.04% | −147−2.4% | Reduced |
| Papp L Roy & Associates | 5,983 | $492.9K | 0.06% | −40−0.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,993 | $493.7K | 0.14% | −1,015−14.5% | Reduced |
| Avantax Planning Partners, Inc. | 6,007 | $494.9K | 0.02% | −315−5.0% | Reduced |
| Hartford Funds Management Co LLC | 6,009 | $495.0K | 0.05% | +1,505+33.4% | Added |
| MONECO Advisors, LLC | 6,020 | $496.0K | 0.09% | −353−5.5% | Reduced |
| Balanced Rock Investment Advisor | 6,039 | $497.5K | 0.44% | +6,039 | New |
| iA Global Asset Management Inc. | 6,049 | $498.0K | 0.01% | −5,570−47.9% | Reduced |
| Wallace Advisory Group, LLC | 6,364 | $498.7K | 0.39% | +1,475+30.2% | Added |
| Pallas Capital Advisors LLC | 6,068 | $499.9K | 0.03% | +212+3.6% | Added |
| Fox Run Management, L.L.C. | 6,081 | $501.0K | 0.13% | +6,081 | New |
| KC Investment Advisors, LLC | 6,083 | $501.1K | 0.30% | +6+0.1% | Added |
| Cahill Financial Advisors Inc | 6,090 | $501.7K | 0.07% | +838+16.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,092 | $501.9K | 0.16% | +237+4.0% | Added |
| Balentine LLC | 6,110 | $503.4K | 0.02% | −2,849−31.8% | Reduced |
| Inscription Capital, LLC | 6,138 | $505.6K | 0.14% | +772+14.4% | Added |
| Qsemble Capital Management, LP | 6,141 | $505.9K | 0.13% | +6,141 | New |
| Penserra Capital Management LLC | 6,156 | $506.0K | 0.01% | −1,298−17.4% | Reduced |
| Triangle Securities Wealth Management | 6,159 | $507.4K | 0.16% | −280−4.3% | Reduced |
| Cypress Wealth Services, LLC | 6,191 | $510.0K | 0.13% | +406+7.0% | Added |
| Mechanics Financial Corp | 6,202 | $510.9K | 0.29% | +40+0.6% | Added |
| Checchi Capital Advisers, LLC | 6,211 | $511.7K | 0.04% | −733−10.6% | Reduced |
| White Pine Capital LLC | 6,215 | $512.0K | 0.20% | −589−8.7% | Reduced |
| Carlson Capital Management | 6,216 | $512.1K | 0.03% | +6,216 | New |
| YHB Investment Advisors, Inc. | 6,220 | $512.4K | 0.05% | −963−13.4% | Reduced |
| General Partner, Inc. | 6,198 | $513.4K | 0.43% | 00.0% | Unchanged |
| Optas, LLC | 6,248 | $514.7K | 0.15% | −2,117−25.3% | Reduced |
| Game Creek Capital, LP | 6,250 | $514.9K | 0.30% | −11,750−65.3% | Reduced |
| Jump Financial, LLC | 6,256 | $515.4K | 0.02% | +3,266+109.2% | Added |
| Parkside Financial Bank & Trust | 6,277 | $517.1K | 0.09% | +328+5.5% | Added |
| Bellecapital International Ltd. | 6,318 | $520.5K | 0.12% | −8,630−57.7% | Reduced |
| Gilbert & Cook, Inc. | 6,338 | $522.1K | 0.07% | −125−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 6,717 | $526.0K | 0.01% | −1,128−14.4% | Reduced |
| Virtue Capital Management, LLC | 6,213 | $526.8K | 0.11% | −1,470−19.1% | Reduced |
| Vectors Research Management, LLC | 6,401 | $527.0K | 0.15% | +6,401 | New |
| Hamel Associates, Inc. | 6,405 | $527.6K | 0.19% | −31,040−82.9% | Reduced |
| Applied Capital LLC | 6,422 | $529.0K | 0.49% | −410−6.0% | Reduced |
| Inceptionr LLC | 6,434 | $530.0K | 0.38% | +3,364+109.6% | Added |
| Sutton Place Investors LLC | 6,437 | $530.3K | 0.38% | +6,437 | New |
| Two Sigma Investments, LP | 6,443 | $530.8K | 0.00% | −451,087−98.6% | Reduced |
| Prairiewood Capital, LLC | 6,472 | $533.2K | 0.28% | 00.0% | Unchanged |
| CX Institutional | 6,478 | $533.6K | 0.03% | −3,152−32.7% | Reduced |
| Strategic Wealth Designers | 6,482 | $534.0K | 0.08% | +16+0.2% | Added |
| Eads & Heald Wealth Management | 6,486 | $534.0K | 0.26% | −150−2.3% | Reduced |
| Duncker Streett & Co Inc | 6,502 | $535.6K | 0.11% | −1,307−16.7% | Reduced |