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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 6,510 | $536.3K | 0.02% | +756+13.1% | Added |
| Alpha Cubed Investments, LLC | 6,526 | $537.6K | 0.03% | −17,434−72.8% | Reduced |
| Redmond Asset Management, LLC | 6,532 | $538.1K | 0.17% | −259−3.8% | Reduced |
| Rowland & Co Investment Counsel | 6,548 | $539.4K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,551 | $539.6K | 0.30% | −958−12.8% | Reduced |
| Thrive Wealth Management, LLC | 6,584 | $542.4K | 0.12% | +3,235+96.6% | Added |
| Nvest Financial, LLC | 6,593 | $543.1K | 0.43% | +1,801+37.6% | Added |
| Measured Wealth Private Client Group, LLC | 6,605 | $544.1K | 0.20% | +17+0.3% | Added |
| Everpar Advisors LLC | 6,618 | $545.2K | 0.25% | +6,618 | New |
| Waterloo Capital, L.P. | 6,627 | $546.0K | 0.09% | +6,627 | New |
| Transamerica Financial Advisors, Inc. | 6,619 | $546.0K | 0.08% | −880−11.7% | Reduced |
| Shepherd Financial Partners LLC | 6,629 | $546.1K | 0.08% | +95+1.5% | Added |
| Caldwell Trust Co | 6,632 | $546.3K | 0.07% | +96+1.5% | Added |
| Van Hulzen Asset Management, LLC | 6,650 | $548.0K | 0.04% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,708 | $552.6K | 0.24% | −6,091−47.6% | Reduced |
| Westhampton Capital, LLC | 6,725 | $554.0K | 0.33% | +650+10.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,774 | $558.0K | 0.59% | +6,774 | New |
| World Equity Group, Inc. | 7,083 | $558.8K | 0.11% | +533+8.1% | Added |
| Long Road Investment Counsel, LLC | 6,400 | $560.0K | 0.23% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,813 | $561.3K | 0.22% | −4,195−38.1% | Reduced |
| Rogco, LP | 6,814 | $561.3K | 0.25% | +129+1.9% | Added |
| Syon Capital LLC | 6,827 | $562.4K | 0.06% | +6,827 | New |
| Beverly Hills Private Wealth, LLC | 6,841 | $563.6K | 0.15% | −3,029−30.7% | Reduced |
| Reuter James Wealth Management, LLC | 6,852 | $564.5K | 0.38% | −276−3.9% | Reduced |
| High Note Wealth, LLC | 6,873 | $566.2K | 0.21% | −171−2.4% | Reduced |
| Los Angeles Capital Management LLC | 6,901 | $568.5K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,902 | $568.6K | 0.02% | +393+6.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,919 | $570.0K | 0.27% | −69−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,922 | $570.2K | 0.04% | +45+0.7% | Added |
| Bollard Group LLC | 6,931 | $571.0K | 0.02% | −54−0.8% | Reduced |
| Precedent Wealth Partners, LLC | 6,955 | $572.9K | 0.29% | +6,955 | New |
| Tiaa Trust, National Association | 6,964 | $573.7K | 0.00% | −2,577−27.0% | Reduced |
| Kovack Advisors, Inc. | 6,973 | $574.4K | 0.07% | +1,453+26.3% | Added |
| Sentry Investment Management LLC | 6,991 | $576.0K | 0.25% | −751−9.7% | Reduced |
| Johnson Financial Group, Inc. | 6,945 | $577.1K | 0.03% | −4,308−38.3% | Reduced |
| Vicus Capital | 7,011 | $577.6K | 0.06% | −3,317−32.1% | Reduced |
| PrairieView Partners, LLC | 7,016 | $578.0K | 0.07% | −457−6.1% | Reduced |
| Simplicity Wealth,LLC | 7,025 | $578.7K | 0.22% | +7,025 | New |
| Mount Yale Investment Advisors, LLC | 7,047 | $580.5K | 0.06% | −365−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 7,004 | $581.8K | 0.13% | −641−8.4% | Reduced |
| Spirit of America Management Corp | 7,069 | $582.3K | 0.13% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,077 | $583.0K | 0.15% | −106−1.5% | Reduced |
| Ballast, Inc. | 7,079 | $583.2K | 0.20% | −3,890−35.5% | Reduced |
| Biltmore Wealth Management, LLC | 7,084 | $583.6K | 0.28% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7,090 | $584.1K | 0.11% | +283+4.2% | Added |
| Marino, Stram & Associates LLC | 7,127 | $587.1K | 0.15% | +126+1.8% | Added |
| Prudent Man Advisors, LLC | 7,129 | $587.3K | 0.22% | −370−4.9% | Reduced |
| Windsor Capital Management, LLC | 7,164 | $590.1K | 0.19% | +52+0.7% | Added |
| First Affirmative Financial Network | 7,207 | $593.7K | 0.47% | +470+7.0% | Added |
| Central Bank & Trust Co | 7,274 | $599.2K | 0.09% | −1,256−14.7% | Reduced |
| Grove Bank & Trust | 7,282 | $599.9K | 0.11% | −730−9.1% | Reduced |
| Americana Partners, LLC | 7,316 | $600.6K | 0.06% | −3,862−34.6% | Reduced |
| Hartline Investment Corp | 7,375 | $607.6K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,062 | $609.4K | 0.73% | −1,735−19.7% | Reduced |
| EPG Wealth Management LLC | 7,290 | $609.4K | 0.16% | +545+8.1% | Added |
| Principle Wealth Partners LLC | 7,420 | $611.3K | 0.05% | −8,489−53.4% | Reduced |
| Patten & Patten Inc | 7,423 | $611.5K | 0.05% | −229−3.0% | Reduced |
| Summit Financial, LLC | 7,413 | $615.5K | 0.04% | −2,437−24.7% | Reduced |
| Midland Wealth Advisors LLC | 7,496 | $617.5K | 0.04% | +7,496 | New |
| GSB Wealth Management, LLC | 7,511 | $618.7K | 0.19% | +1,052+16.3% | Added |
| Baxter Bros Inc | 7,539 | $621.1K | 0.09% | −75−1.0% | Reduced |
| Exeter Financial, LLC | 7,169 | $621.3K | 0.30% | −2,583−26.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $621.5K | 0.81% | 00.0% | Unchanged |
| Bank of Stockton | 7,252 | $627.2K | 0.21% | −470−6.1% | Reduced |
| Iron Financial, LLC | 7,621 | $627.9K | 0.36% | −370−4.6% | Reduced |
| Winthrop Capital Management, LLC | 7,639 | $629.3K | 0.21% | +7,639 | New |
| Arlington Partners LLC | 7,646 | $629.9K | 0.18% | +7,646 | New |
| USAdvisors Wealth Management, LLC | 7,680 | $632.0K | 0.26% | +7,680 | New |
| Pinnacle West Asset Management, Inc. | 7,700 | $634.0K | 0.54% | +400+5.5% | Added |
| Mesirow Financial Investment Management, Inc. | 135,033 | $635.3K | 0.02% | +135,033 | New |
| SageView Advisory Group, LLC | 7,306 | $635.4K | 0.03% | +2,721+59.3% | Added |
| PAX Financial Group, LLC | 7,433 | $640.6K | 0.13% | +951+14.7% | Added |
| First Financial Bank - Trust Division | 7,829 | $645.0K | 0.07% | −3,012−27.8% | Reduced |
| Cooper Financial Group | 7,832 | $645.2K | 0.12% | +1,640+26.5% | Added |
| Hunter Associates Investment Management LLC | 7,814 | $646.0K | 0.12% | +191+2.5% | Added |
| Mayflower Financial Advisors, LLC | 7,864 | $647.8K | 0.09% | +267+3.5% | Added |
| Financial Advisory Corp | 7,886 | $650.0K | 0.29% | +1,439+22.3% | Added |
| United Community Bank | 7,893 | $650.2K | 0.28% | +5,088+181.4% | Added |
| AdvisorNet Financial, Inc | 7,902 | $650.9K | 0.06% | −2,770−26.0% | Reduced |
| Martin & Co Inc | 7,940 | $654.1K | 0.16% | −380−4.6% | Reduced |
| Salvus Wealth Management, LLC | 7,949 | $654.8K | 0.47% | +1,895+31.3% | Added |
| PFG Investments, LLC | 7,968 | $656.4K | 0.12% | −14,171−64.0% | Reduced |
| Confluence Wealth Services, Inc. | 7,976 | $657.1K | 0.07% | −5,953−42.7% | Reduced |
| Vise Technologies, Inc. | 7,997 | $658.8K | 0.14% | +1,612+25.2% | Added |
| GYL Financial Synergies, LLC | 8,010 | $659.8K | 0.05% | −185−2.3% | Reduced |
| Cim Investment Mangement Inc | 8,011 | $659.9K | 0.21% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8,027 | $661.3K | 0.14% | −613−7.1% | Reduced |
| Founders Capital Management, LLC | 8,038 | $662.2K | 0.14% | −138−1.7% | Reduced |
| Hobbs Group Advisors, LLC | 8,054 | $663.5K | 0.30% | +8,054 | New |
| American State Bank (Iowa) | 8,060 | $664.0K | 0.42% | +539+7.2% | Added |
| Loudon Investment Management, LLC | 8,062 | $664.1K | 0.41% | −1,090−11.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,066 | $664.5K | 0.08% | −2,594−24.3% | Reduced |
| Roberts Glore & Co Inc | 8,088 | $666.3K | 0.21% | −642−7.4% | Reduced |
| City State Bank | 8,101 | $667.0K | 0.33% | +18+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 8,102 | $667.4K | 0.07% | −56,744−87.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,170 | $673.1K | 0.02% | +1,461+21.8% | Added |
| Titleist Asset Management, LLC | 8,175 | $673.5K | 0.12% | −331−3.9% | Reduced |
| MV Capital Management, Inc. | 8,185 | $674.3K | 0.09% | −11,738−58.9% | Reduced |
| Capstone Triton Financial Group, LLC | 8,245 | $679.2K | 0.50% | −2,035−19.8% | Reduced |
| Lindbrook Capital, LLC | 8,256 | $680.1K | 0.07% | +1,216+17.3% | Added |