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; 2,149 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
- 2,085
- +136 vs. Q3 2023
- Shares held
- 1.09B
- −534.4K (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
- 993 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 20,634 | $1.70M | 0.09% | +2,139+11.6% | Added |
| Proequities, Inc. | 20,332 | $1.69M | 0.12% | −1,585−7.2% | Reduced |
| AlphaCentric Advisors LLC | 20,500 | $1.69M | 1.13% | +16,500+412.5% | Added |
| Shufro Rose & Co LLC | 21,526 | $1.69M | 0.16% | −424−1.9% | Reduced |
| HM Payson & Co | 20,427 | $1.68M | 0.03% | −10,828−34.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 20,393 | $1.68M | 1.47% | −7,724−27.5% | Reduced |
| Insight Wealth Strategies, LLC | 20,295 | $1.67M | 0.27% | +1,704+9.2% | Added |
| Dana Investment Advisors, Inc. | 20,218 | $1.67M | 0.08% | −1,825−8.3% | Reduced |
| Cascade Investment Advisors, Inc. | 20,139 | $1.66M | 1.18% | +1,120+5.9% | Added |
| Lineweaver Wealth Advisors, LLC | 20,095 | $1.66M | 0.43% | +9,365+87.3% | Added |
| Delaney Dennis R | 20,040 | $1.65M | 0.98% | +365+1.9% | Added |
| Rathbone Brothers plc | 19,826 | $1.63M | 0.01% | −5,098−20.5% | Reduced |
| Belpointe Asset Management LLC | 19,815 | $1.63M | 0.14% | −4,355−18.0% | Reduced |
| Creative Financial Designs Inc | 19,781 | $1.63M | 0.17% | +1,708+9.5% | Added |
| Signet Investment Advisory Group, Inc. | 19,700 | $1.62M | 0.98% | +416+2.2% | Added |
| AXS Investments LLC | 19,643 | $1.62M | 0.39% | +12+0.1% | Added |
| Tradition Wealth Management, LLC | 19,607 | $1.61M | 0.17% | +319+1.7% | Added |
| WBI Investments | 19,604 | $1.61M | 0.32% | +19,604 | New |
| Fernwood Investment Management, LLC | 19,585 | $1.61M | 0.53% | −661−3.3% | Reduced |
| Twin Capital Management Inc | 19,477 | $1.60M | 0.21% | −18,158−48.2% | Reduced |
| Parallel Advisors, LLC | 19,391 | $1.60M | 0.05% | −1,209−5.9% | Reduced |
| Western Wealth Management, LLC | 19,363 | $1.60M | 0.11% | −76−0.4% | Reduced |
| First National Advisers, LLC | 19,363 | $1.59M | 0.46% | +3,519+22.2% | Added |
| Beacon Financial Group | 19,257 | $1.59M | 0.19% | +3,022+18.6% | Added |
| Citizens National Bank Trust Department | 19,209 | $1.58M | 0.40% | −3,172−14.2% | Reduced |
| Berkeley Capital Partners, LLC | 19,187 | $1.58M | 0.52% | +797+4.3% | Added |
| GPS Wealth Strategies Group, LLC | 19,166 | $1.58M | 0.29% | +1,691+9.7% | Added |
| Evergreen Wealth Management, LLC | 19,165 | $1.58M | 1.16% | +510+2.7% | Added |
| LMCG Investments, LLC | 19,161 | $1.58M | 0.10% | −8,258−30.1% | Reduced |
| Occidental Asset Management, LLC | 19,125 | $1.58M | 0.33% | +13,024+213.5% | Added |
| Cambridge Trust Co | 19,123 | $1.58M | 0.07% | −5,541−22.5% | Reduced |
| First Bank & Trust | 19,097 | $1.57M | 0.38% | +20.0% | Added |
| Agate Pass Investment Management, LLC | 18,914 | $1.56M | 0.90% | −1,055−5.3% | Reduced |
| Virtu Financial LLC | 18,870 | $1.55M | 0.12% | +9,932+111.1% | Added |
| Sciencast Management LP | 18,849 | $1.55M | 0.85% | −1,273−6.3% | Reduced |
| New England Asset Management Inc | 18,800 | $1.55M | 0.25% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 18,773 | $1.55M | 0.20% | −767−3.9% | Reduced |
| Longfellow Investment Management Co LLC | 18,728 | $1.54M | 0.38% | −2,525−11.9% | Reduced |
| Albion Financial Group | 18,671 | $1.54M | 0.13% | −826−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,599 | $1.53M | 0.42% | +3,854+26.1% | Added |
| Credential Qtrade Securities Inc. | 18,553 | $1.53M | 0.09% | +16,176+680.5% | Added |
| Raleigh Capital Management Inc. | 18,458 | $1.52M | 0.71% | −678−3.5% | Reduced |
| Pitcairn Co | 18,374 | $1.51M | 0.11% | +3,414+22.8% | Added |
| Verition Fund Management LLC | 18,358 | $1.51M | 0.02% | −22,408−55.0% | Reduced |
| AIMZ Investment Advisors, LLC | 18,323 | $1.51M | 0.61% | +50.0% | Added |
| Norden Group LLC | 18,275 | $1.51M | 0.26% | −6,009−24.7% | Reduced |
| Wetherby Asset Management Inc | 18,268 | $1.50M | 0.08% | −6,107−25.1% | Reduced |
| Westside Investment Management, Inc. | 18,267 | $1.50M | 0.38% | +1,941+11.9% | Added |
| Larson Financial Group LLC | 18,240 | $1.50M | 0.13% | −2,716−13.0% | Reduced |
| Benin Management CORP | 18,201 | $1.50M | 0.51% | −1,255−6.5% | Reduced |
| LifePlan Financial, LLC | 18,173 | $1.50M | 1.50% | +18,173 | New |
| Jacobi Capital Management LLC | 18,171 | $1.50M | 0.15% | +1,292+7.7% | Added |
| Charter Oak Capital Management, LLC | 18,070 | $1.49M | 0.18% | +60.0% | Added |
| New England Research & Management, Inc. | 18,034 | $1.49M | 0.79% | −470−2.5% | Reduced |
| Highlander Capital Management, LLC | 18,006 | $1.48M | 0.53% | −1,000−5.3% | Reduced |
| Red Spruce Capital, LLC | 17,952 | $1.48M | 0.76% | −417−2.3% | Reduced |
| Equitable Trust Co | 17,929 | $1.48M | 0.11% | −2,004−10.1% | Reduced |
| Criterion Capital Advisors, LLC | 17,919 | $1.48M | 1.07% | +17,919 | New |
| Millington Financial Advisors, LLC | 17,879 | $1.47M | 1.18% | +17,879 | New |
| Blume Capital Management, Inc. | 17,840 | $1.47M | 0.39% | +9,000+101.8% | Added |
| J.W. Cole Advisors, Inc. | 17,578 | $1.45M | 0.08% | +8,695+97.9% | Added |
| Legacy Wealth Asset Management, LLC | 17,572 | $1.45M | 0.47% | −845−4.6% | Reduced |
| Jarislowsky, Fraser Ltd | 17,567 | $1.45M | 0.01% | +7,788+79.6% | Added |
| Clearstead Advisors, LLC | 17,540 | $1.44M | 0.08% | −1,415−7.5% | Reduced |
| Stone Point Wealth LLC | 17,536 | $1.44M | 0.55% | −10,564−37.6% | Reduced |
| SNS Financial Group, LLC | 17,420 | $1.44M | 0.17% | +4,241+32.2% | Added |
| Tectonic Advisors LLC | 17,526 | $1.44M | 0.12% | +5,229+42.5% | Added |
| Regatta Capital Group, LLC | 17,464 | $1.44M | 0.38% | −99−0.6% | Reduced |
| Suvretta Capital Management, LLC | 17,460 | $1.44M | 0.07% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 17,446 | $1.44M | 0.19% | +800+4.8% | Added |
| Stock Yards Bank & Trust Co | 17,399 | $1.43M | 0.05% | −3,364−16.2% | Reduced |
| Verdence Capital Advisors LLC | 17,389 | $1.43M | 0.14% | −546−3.0% | Reduced |
| Diversified Trust Co | 17,323 | $1.43M | 0.05% | −1,728−9.1% | Reduced |
| Chiron Capital Management, LLC | 17,302 | $1.43M | 1.24% | +3,002+21.0% | Added |
| Peloton Wealth Strategists | 17,260 | $1.42M | 0.62% | −2,190−11.3% | Reduced |
| Trust Co of Toledo NA | 17,199 | $1.42M | 0.24% | −263−1.5% | Reduced |
| OV Management LLC | 17,000 | $1.41M | 1.17% | +17,000 | New |
| Ameritas Investment Partners, Inc. | 17,138 | $1.41M | 0.05% | −1,365−7.4% | Reduced |
| WCG Wealth Advisors LLC | 16,930 | $1.40M | 0.10% | +16,930 | New |
| TCM Advisors, LLC | – | $1.38M | 1.12% | – | – |
| Versor Investments LP | 16,779 | $1.38M | 0.28% | −11,061−39.7% | Reduced |
| IMC-Chicago, LLC | 16,776 | $1.38M | 0.04% | +16,776 | New |
| Pictet Bank & Trust Ltd | 16,752 | $1.38M | 1.40% | −3,530−17.4% | Reduced |
| Rehmann Capital Advisory Group | 16,744 | $1.38M | 0.11% | −1,605−8.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 16,736 | $1.38M | 0.10% | +880+5.5% | Added |
| Wintrust Investments LLC | 16,714 | $1.38M | 0.13% | −7,458−30.9% | Reduced |
| Dudley Capital Management, LLC | 16,706 | $1.38M | 0.88% | −650−3.7% | Reduced |
| Oarsman Capital, Inc. | 16,697 | $1.38M | 0.37% | −334−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 16,491 | $1.37M | 0.08% | +681+4.3% | Added |
| Founders Financial Securities LLC | 16,534 | $1.36M | 0.15% | −12−0.1% | Reduced |
| Wolff Wiese Magana LLC | 16,522 | $1.36M | 1.29% | −1,224−6.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,512 | $1.36M | 0.02% | +5,207+46.1% | Added |
| Rodgers Brothers Inc. | 16,454 | $1.36M | 0.21% | −8,300−33.5% | Reduced |
| Silvercrest Asset Management Group LLC | 16,400 | $1.35M | 0.01% | −6,724−29.1% | Reduced |
| Lakeside Advisors, INC. | 16,399 | $1.35M | 0.94% | −1,193−6.8% | Reduced |
| Nebula Research & Development LLC | 16,287 | $1.34M | 0.40% | +16,287 | New |
| FRG Family Wealth Advisors LLC | 16,275 | $1.34M | 0.27% | −2,679−14.1% | Reduced |
| Harrington Investments, INC | 16,228 | $1.34M | 0.83% | +155+1.0% | Added |
| Colton Groome Financial Advisors, LLC | 16,202 | $1.33M | 0.58% | +3,546+28.0% | Added |
| Nicholas Hoffman & Company, LLC. | 16,114 | $1.33M | 0.08% | +2,275+16.4% | Added |