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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 8,262 | $680.6K | 0.07% | +8,262 | New |
| Shelton Capital Management | 8,275 | $681.7K | 0.02% | −182−2.2% | Reduced |
| Sittner & Nelson, LLC | 8,280 | $682.1K | 0.36% | +489+6.3% | Added |
| LCNB Corp | 8,299 | $683.7K | 0.27% | −299−3.5% | Reduced |
| Strategic Blueprint, LLC | 8,355 | $688.3K | 0.06% | −4,229−33.6% | Reduced |
| Kades & Cheifetz LLC | 8,357 | $688.5K | 0.49% | +16+0.2% | Added |
| SPC Financial, Inc. | 8,360 | $688.7K | 0.07% | +1,080+14.8% | Added |
| Great Waters Wealth Management | 8,310 | $691.4K | 0.12% | −341−3.9% | Reduced |
| Guidance Capital, Inc | 8,369 | $693.3K | 0.28% | +1,215+17.0% | Added |
| Greenleaf Trust | 8,456 | $696.6K | 0.01% | −11,271−57.1% | Reduced |
| Biltmore Family Office, LLC | 8,432 | $700.4K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,514 | $701.4K | 0.05% | −103−1.2% | Reduced |
| Simmons Bank | 8,526 | $702.4K | 0.06% | +1,059+14.2% | Added |
| SeaCrest Wealth Management, LLC | 8,331 | $704.6K | 0.09% | −2,754−24.8% | Reduced |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | −449−5.0% | Reduced |
| Encompass Wealth Advisors, LLC | 8,577 | $706.6K | 0.21% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 8,588 | $707.5K | 0.49% | +889+11.5% | Added |
| EP Wealth Advisors, LLC | 8,646 | $712.2K | 0.01% | −11,713−57.5% | Reduced |
| McDaniel Terry & Co | 8,656 | $713.0K | 0.07% | −225−2.5% | Reduced |
| River Street Advisors LLC | 8,675 | $714.7K | 0.57% | −1,986−18.6% | Reduced |
| Catalytic Wealth RIA, LLC | 8,700 | $716.7K | 0.32% | +8,700 | New |
| Intrust Bank NA | 8,717 | $718.1K | 0.08% | −259−2.9% | Reduced |
| Valmark Advisers, Inc. | 8,782 | $723.5K | 0.01% | −833−8.7% | Reduced |
| Bray Capital Advisors | 8,792 | $724.3K | 0.20% | −10,661−54.8% | Reduced |
| Barry Investment Advisors, LLC | 8,754 | $727.2K | 0.25% | −485−5.2% | Reduced |
| Burney Co | 8,850 | $729.1K | 0.03% | −164−1.8% | Reduced |
| TLWM | 8,854 | $729.4K | 0.17% | +98+1.1% | Added |
| Violich Capital Management, Inc. | 8,865 | $730.0K | 0.12% | −500−5.3% | Reduced |
| Investment Advisory Services Inc | 8,888 | $732.2K | 0.29% | −439−4.7% | Reduced |
| Jmac Enterprises LLC | 8,893 | $732.6K | 0.16% | +100+1.1% | Added |
| Evergreen Capital Management LLC | 8,858 | $735.7K | 0.03% | −2,136−19.4% | Reduced |
| Meridian Wealth Management, LLC | 8,930 | $735.7K | 0.05% | +4,909+122.1% | Added |
| Beacon Investment Advisors LLC | 8,955 | $737.7K | 0.47% | +37+0.4% | Added |
| Chicago Trust Co NA | 8,961 | $738.2K | 0.16% | −940−9.5% | Reduced |
| Ritholtz Wealth Management | 8,970 | $738.9K | 0.03% | −406−4.3% | Reduced |
| Heritage Wealth Management, LLC | 8,983 | $740.0K | 0.40% | +8,983 | New |
| Saxon Interests, Inc. | 8,999 | $741.3K | 0.37% | −16,668−64.9% | Reduced |
| Aspire Wealth Management Corp | 9,000 | $741.4K | 0.50% | −330−3.5% | Reduced |
| CVA Family Office, LLC | 9,015 | $742.7K | 0.14% | −705−7.3% | Reduced |
| Coldstream Capital Management Inc | 9,110 | $750.4K | 0.02% | −3,182−25.9% | Reduced |
| Whittier Trust Co | 9,183 | $756.5K | 0.01% | −1,013−9.9% | Reduced |
| Montag A & Associates Inc | 9,133 | $758.4K | 0.04% | −1,048−10.3% | Reduced |
| First National Bank & Trust Co of Newtown | 9,207 | $758.5K | 0.16% | −1,742−15.9% | Reduced |
| Diligent Investors, LLC | 9,210 | $758.7K | 0.21% | 00.0% | Unchanged |
| DCM Advisors, LLC | 9,243 | $761.4K | 0.27% | −224−2.4% | Reduced |
| Pacitti Group Inc. | 9,194 | $762.3K | 0.48% | +506+5.8% | Added |
| Financial Insights, Inc. | 9,271 | $763.7K | 0.24% | +252+2.8% | Added |
| BigSur Wealth Management LLC | 9,200 | $764.2K | 0.36% | −1,800−16.4% | Reduced |
| Altfest L J & Co Inc | 9,301 | $766.0K | 0.11% | −7,067−43.2% | Reduced |
| Alera Investment Advisors, LLC | 9,338 | $769.3K | 0.10% | −961−9.3% | Reduced |
| Cidel Asset Management Inc | 9,362 | $771.2K | 0.03% | +9,362 | New |
| Merit Financial Group, LLC | 9,413 | $775.4K | 0.02% | +194+2.1% | Added |
| Atomi Financial Group, Inc. | 9,416 | $775.7K | 0.11% | +3,777+67.0% | Added |
| First Pacific Financial | 9,439 | $777.6K | 0.24% | −119−1.2% | Reduced |
| Vista Investment Partners LLC | 9,446 | $778.1K | 0.29% | +9,446 | New |
| BSW Wealth Partners | 9,467 | $779.9K | 0.15% | +671+7.6% | Added |
| Clear Harbor Asset Management, LLC | 9,519 | $784.2K | 0.08% | +72+0.8% | Added |
| Washington Capital Management Inc | 9,550 | $786.7K | 0.67% | −915−8.7% | Reduced |
| Trustco Bank Corp N Y | 9,575 | $788.8K | 0.85% | −1,126−10.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,637 | $794.0K | 0.24% | +82+0.9% | Added |
| Csenge Advisory Group | 9,701 | $799.2K | 0.05% | −1,672−14.7% | Reduced |
| Malaga Cove Capital, LLC | 9,701 | $799.2K | 0.34% | +1,413+17.0% | Added |
| Marshall Wace, LLP | 9,718 | $800.6K | 0.00% | −1,220−11.2% | Reduced |
| Cypress Capital Group | 9,723 | $801.0K | 0.10% | +814+9.1% | Added |
| Cyndeo Wealth Partners, LLC | 9,783 | $805.9K | 0.07% | −1,276−11.5% | Reduced |
| Old National Bancorp | 9,788 | $806.3K | 0.02% | −2,528−20.5% | Reduced |
| Rothschild Investment LLC | 9,796 | $807.0K | 0.07% | +9,796 | New |
| Buckley Wealth Management, LLC | 9,813 | $808.4K | 0.28% | −89−0.9% | Reduced |
| Private Trust Co NA | 9,815 | $808.6K | 0.09% | −509−4.9% | Reduced |
| Northstar Asset Management LLC | 9,825 | $809.4K | 0.21% | −1,477−13.1% | Reduced |
| Archer Investment Corp | 9,917 | $817.0K | 0.26% | +1,400+16.4% | Added |
| Centiva Capital, LP | 9,958 | $820.3K | 0.05% | +2,106+26.8% | Added |
| Agf Management Ltd | 9,973 | $821.6K | 0.00% | +9,973 | New |
| Shay Capital LLC | 10,000 | $823.8K | 0.32% | +10,000 | New |
| DMG Group, LLC | 10,002 | $824.0K | 0.78% | −339−3.3% | Reduced |
| First Commonwealth Financial Corp | 10,072 | $829.7K | 0.26% | +429+4.4% | Added |
| Claro Advisors LLC | 10,107 | $832.6K | 0.18% | −2,780−21.6% | Reduced |
| Lincoln National Corp | 10,231 | $842.8K | 0.01% | −1,219−10.6% | Reduced |
| Kure Advisory, LLC | 10,233 | $843.0K | 0.44% | −193−1.9% | Reduced |
| Impact Partnership Wealth, LLC | 10,243 | $843.9K | 0.31% | +8,998+722.7% | Added |
| Independent Financial Group, LLC | 10,247 | $844.1K | 0.05% | −1,842−15.2% | Reduced |
| Winch Advisory Services, LLC | 10,269 | $846.0K | 0.28% | +532+5.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,285 | $847.0K | 0.43% | +483+4.9% | Added |
| Mountain Capital Investment Advisors, Inc | 9,830 | $850.9K | 0.29% | +1,569+19.0% | Added |
| Laurel Wealth Advisors LLC | 10,332 | $851.2K | 0.16% | +4,622+80.9% | Added |
| PFG Advisors | 10,346 | $852.3K | 0.07% | −1,285−11.0% | Reduced |
| Legacy Capital Group California, Inc. | 10,349 | $852.6K | 0.33% | +539+5.5% | Added |
| Personal Cfo Solutions, LLC | 10,368 | $854.2K | 0.15% | −212−2.0% | Reduced |
| Hoylecohen, LLC | 10,371 | $854.4K | 0.07% | −625−5.7% | Reduced |
| HMS Capital Management, LLC | 10,454 | $861.2K | 0.53% | −4,279−29.0% | Reduced |
| First County Bank | 10,525 | $867.0K | 0.42% | −526−4.8% | Reduced |
| Trust Point Inc. | 10,555 | $869.5K | 0.07% | +10,555 | New |
| Bangor Savings Bank | 10,600 | $873.2K | 0.10% | −249−2.3% | Reduced |
| Benjamin Edwards Inc | 10,618 | $875.0K | 0.19% | −3,445−24.5% | Reduced |
| Lantern Wealth Advisors, LLC | 10,715 | $882.7K | 0.69% | +10,715 | New |
| Bigelow Investment Advisors, LLC | 10,768 | $887.1K | 0.48% | −233−2.1% | Reduced |
| Colonial Trust Co | 10,783 | $888.3K | 0.19% | +1,133+11.7% | Added |
| Connectus Wealth, LLC | 10,807 | $890.6K | 0.02% | −1,349−11.1% | Reduced |
| Page Arthur B | 10,849 | $893.7K | 0.94% | −2,838−20.7% | Reduced |
| American Trust | 10,863 | $894.9K | 0.07% | +296+2.8% | Added |