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 |
|---|---|---|---|---|---|
| Consolidated Investment Group LLC | 16,100 | $1.33M | 0.23% | −45,000−73.6% | Reduced |
| Lederer & Associates Investment Counsel | 16,110 | $1.33M | 0.98% | −1,650−9.3% | Reduced |
| SlateStone Wealth, LLC | 16,114 | $1.33M | 0.17% | −1,076−6.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,068 | $1.32M | 0.61% | −4,140−20.5% | Reduced |
| Foster & Motley Inc | 15,969 | $1.32M | 0.10% | +7,259+83.3% | Added |
| Buckingham Capital Management, Inc. | 15,881 | $1.31M | 0.18% | +1,315+9.0% | Added |
| Aigen Investment Management, LP | 15,842 | $1.31M | 0.23% | +15,842 | New |
| Insight Inv LLC | 15,838 | $1.30M | 1.28% | +30+0.2% | Added |
| KMG Fiduciary Partners, LLC | 15,739 | $1.30M | 0.15% | +15,739 | New |
| Venture Visionary Partners LLC | 15,732 | $1.30M | 0.07% | −4,034−20.4% | Reduced |
| Forum Financial Management, LP | 15,724 | $1.30M | 0.02% | −532−3.3% | Reduced |
| 1st Source Bank | 15,705 | $1.29M | 0.08% | −1,154−6.8% | Reduced |
| Clough Capital Partners L P | 15,600 | $1.29M | 0.14% | −16,300−51.1% | Reduced |
| Trust Asset Management LLC | 15,600 | $1.29M | 0.12% | 00.0% | Unchanged |
| Dempze Nancy E | 15,534 | $1.28M | 1.07% | +265+1.7% | Added |
| Dakota Wealth Management | 15,484 | $1.28M | 0.05% | +140+0.9% | Added |
| NTV Asset Management LLC | 15,445 | $1.27M | 0.21% | −1,645−9.6% | Reduced |
| Qtron Investments LLC | 15,395 | $1.27M | 0.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 14,333 | $1.26M | 0.03% | +2,416+20.3% | Added |
| Clear Street Markets LLC | 15,300 | $1.26M | 0.51% | +15,300 | New |
| Visionary Horizons, LLC | 15,258 | $1.26M | 1.02% | +15,258 | New |
| Bowen Hanes & Co Inc | 15,208 | $1.25M | 0.04% | −5,785−27.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.25M | 0.71% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 15,176 | $1.25M | 0.61% | +33+0.2% | Added |
| Doliver Advisors, LP | 15,163 | $1.25M | 0.38% | −555−3.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.25M | 0.33% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 15,079 | $1.24M | 1.21% | −3,188−17.5% | Reduced |
| Viawealth, LLC | 15,040 | $1.24M | 0.85% | +2,050+15.8% | Added |
| Schulhoff & Co Inc | 14,990 | $1.23M | 0.59% | 00.0% | Unchanged |
| Baader Bank INC | 14,900 | $1.23M | 0.10% | 00.0% | Unchanged |
| Peterson Wealth Services | 14,898 | $1.23M | 0.53% | +14,898 | New |
| CFS Investment Advisory Services, LLC | 14,897 | $1.23M | 0.22% | +1,104+8.0% | Added |
| Two Sigma Securities, LLC | 14,889 | $1.23M | 0.06% | −6,681−31.0% | Reduced |
| Cove Private Wealth, LLC | 14,885 | $1.23M | 1.16% | +14,885 | New |
| Smith Chas P & Associates Pa Cpas | 14,832 | $1.22M | 0.08% | −326,971−95.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 14,832 | $1.22M | 0.08% | −11,386−43.4% | Reduced |
| GoalVest Advisory LLC | 14,820 | $1.22M | 0.54% | −613−4.0% | Reduced |
| Telemus Capital, LLC | 14,807 | $1.22M | 0.10% | −3,446−18.9% | Reduced |
| Ridgewood Investments LLC | 14,791 | $1.22M | 0.72% | −749−4.8% | Reduced |
| Spire Wealth Management | 14,042 | $1.21M | 0.04% | −689−4.7% | Reduced |
| Duff & Phelps Investment Management Co | 14,714 | $1.21M | 0.01% | 00.0% | Unchanged |
| Bowman & Co S.C. | 14,681 | $1.21M | 0.84% | +798+5.7% | Added |
| Lake Street Financial LLC | 14,633 | $1.21M | 0.19% | −21,125−59.1% | Reduced |
| Community Bank of Raymore | 14,585 | $1.20M | 0.53% | 00.0% | Unchanged |
| Apriem Advisors | 14,580 | $1.20M | 0.16% | −1,448−9.0% | Reduced |
| RSM US Wealth Management LLC | 14,448 | $1.20M | 0.03% | −168−1.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 14,558 | $1.20M | 0.30% | −4,517−23.7% | Reduced |
| Whitener Capital Management, Inc. | 14,474 | $1.19M | 0.43% | −516−3.4% | Reduced |
| Outfitter Financial LLC | 14,313 | $1.18M | 1.03% | −2,011−12.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,178 | $1.17M | 0.10% | −3,058−17.7% | Reduced |
| Cigna Investments Inc | 14,173 | $1.17M | 0.24% | −29−0.2% | Reduced |
| Boomfish Wealth Group, LLC | 14,178 | $1.17M | 0.84% | +14,178 | New |
| Capital Investment Advisory Services, LLC | 14,121 | $1.16M | 0.11% | −2,025−12.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,114 | $1.16M | 0.36% | +3,075+27.9% | Added |
| Castlekeep Investment Advisors LLC | 14,062 | $1.16M | 0.82% | +14,062 | New |
| Three Bridge Wealth Advisors, LLC | 13,931 | $1.16M | 0.40% | −3,331−19.3% | Reduced |
| Sandy Spring Bank | 14,044 | $1.16M | 0.06% | −731−4.9% | Reduced |
| Canandaigua National Bank & Trust Co | 13,951 | $1.15M | 0.18% | −3,091−18.1% | Reduced |
| Investment House LLC | 13,898 | $1.14M | 0.08% | −1,285−8.5% | Reduced |
| Calamos Wealth Management LLC | 13,880 | $1.14M | 0.07% | −127−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 13,739 | $1.14M | 0.25% | +13,739 | New |
| Harbor Investment Advisory, LLC | 13,862 | $1.14M | 0.13% | −2,743−16.5% | Reduced |
| Martin Investment Management, LLC | 13,838 | $1.14M | 0.34% | +998+7.8% | Added |
| IHT Wealth Management, LLC | 13,776 | $1.13M | 0.05% | −2,184−13.7% | Reduced |
| Neville Rodie & Shaw Inc | 13,728 | $1.13M | 0.09% | −60−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 13,703 | $1.13M | 0.42% | −90−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,700 | $1.13M | 0.10% | +681+5.2% | Added |
| Sentry LLC | 13,608 | $1.12M | 0.24% | −36−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 13,579 | $1.12M | 0.81% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 13,549 | $1.12M | 1.01% | +13,549 | New |
| Brevan Howard Capital Management LP | 13,522 | $1.11M | 0.11% | +13,522 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,500 | $1.11M | 0.07% | −195−1.4% | Reduced |
| Pflug Koory, LLC | 13,465 | $1.11M | 0.59% | +208+1.6% | Added |
| Epiq Partners, LLC | 13,453 | $1.11M | 0.79% | −4,700−25.9% | Reduced |
| Moneta Group Investment Advisors LLC | 13,426 | $1.11M | 0.02% | −2,102−13.5% | Reduced |
| Guardian Wealth Management, Inc. | 13,374 | $1.10M | 0.93% | −44−0.3% | Reduced |
| Rossmore Private Capital | 13,348 | $1.10M | 0.16% | −20.0% | Reduced |
| City Holding Co | 13,336 | $1.10M | 0.18% | −5,208−28.1% | Reduced |
| Legacy Financial Advisors, Inc. | 13,310 | $1.10M | 0.21% | −130−1.0% | Reduced |
| CNB Bank | 13,264 | $1.09M | 0.59% | −354−2.6% | Reduced |
| Peoples Bank | 13,117 | $1.08M | 0.87% | −173−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,116 | $1.08M | 0.20% | −498−3.7% | Reduced |
| Wolverine Trading, LLC | 13,079 | $1.08M | 0.01% | −30,760−70.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,071 | $1.08M | 0.03% | −660−4.8% | Reduced |
| Integrated Advisors Network LLC | 13,067 | $1.08M | 0.06% | −3,269−20.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,054 | $1.08M | 0.12% | +9,376+254.9% | Added |
| Main Street Financial Solutions, LLC | 13,045 | $1.07M | 0.14% | −171−1.3% | Reduced |
| V-Square Quantitative Management LLC | 13,026 | $1.07M | 0.26% | +8,332+177.5% | Added |
| Legacy Capital Wealth Partners, LLC | 13,026 | $1.07M | 0.30% | −3,671−22.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.07M | 0.37% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.07M | 0.15% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,960 | $1.07M | 0.40% | −653−4.8% | Reduced |
| Tritonpoint Wealth, LLC | 12,817 | $1.06M | 0.10% | +12,817 | New |
| Lipe & Dalton | 12,860 | $1.06M | 0.57% | 00.0% | Unchanged |
| Bank of Hawaii | 12,819 | $1.06M | 0.06% | −276−2.1% | Reduced |
| Monetary Management Group Inc | 12,800 | $1.05M | 0.33% | +75+0.6% | Added |
| Wellington Shields & Co., LLC | 12,800 | $1.05M | 0.39% | +1,865+17.1% | Added |
| Williams Jones Wealth Management, LLC. | 12,799 | $1.05M | 0.01% | −213−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 12,796 | $1.05M | 0.12% | −2,974−18.9% | Reduced |
| Signaturefd, LLC | 12,765 | $1.05M | 0.02% | −2,835−18.2% | Reduced |