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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 12,740 | $1.05M | 0.03% | −30,858−70.8% | Reduced |
| Angeles Investment Advisors, LLC | 12,627 | $1.05M | 0.06% | +128+1.0% | Added |
| Provenance Wealth Advisors, LLC | 12,634 | $1.04M | 0.14% | +655+5.5% | Added |
| HighPoint Advisor Group LLC | 12,488 | $1.04M | 0.07% | +12,488 | New |
| LVW Advisors, LLC | 12,621 | $1.04M | 0.19% | −7,437−37.1% | Reduced |
| International Assets Investment Management, LLC | 12,607 | $1.04M | 0.13% | +302+2.5% | Added |
| Smith, Moore & Co. | 12,597 | $1.04M | 0.12% | −19−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 12,568 | $1.04M | 0.02% | −4,184−25.0% | Reduced |
| DT Investment Partners, LLC | 11,884 | $1.03M | 0.11% | −322−2.6% | Reduced |
| NorthRock Partners, LLC | 12,446 | $1.03M | 0.04% | +6,761+118.9% | Added |
| Avidian Wealth Solutions, LLC | 12,465 | $1.03M | 0.06% | −865−6.5% | Reduced |
| Eagle Harbor Asset Management Inc | 12,406 | $1.02M | 1.18% | +5,079+69.3% | Added |
| St. Clair Advisors, LLC | 12,335 | $1.02M | 0.35% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,296 | $1.01M | 0.03% | −622−4.8% | Reduced |
| Trust Co of Oklahoma | 12,278 | $1.01M | 0.38% | −2,514−17.0% | Reduced |
| Essex Financial Services, Inc. | 12,272 | $1.01M | 0.10% | −3,371−21.5% | Reduced |
| Peapack Gladstone Financial Corp | 12,258 | $1.01M | 0.02% | −345−2.7% | Reduced |
| Central Valley Advisors, LLC | 12,252 | $1.01M | 0.59% | +12,252 | New |
| Continuum Advisory, LLC | 12,228 | $1.01M | 0.14% | +4,106+50.6% | Added |
| Pine Valley Investments Ltd Liability Co | 12,209 | $1.01M | 0.08% | −2,072−14.5% | Reduced |
| Wealth Alliance | 12,187 | $1.00M | 0.14% | −1,528−11.1% | Reduced |
| Transatlantique Private Wealth LLC | 12,361 | $998.9K | 0.47% | −151−1.2% | Reduced |
| Hilltop Holdings Inc. | 12,114 | $997.9K | 0.11% | −495−3.9% | Reduced |
| Machina Capital S.A.S. | 12,074 | $994.7K | 0.64% | +12,074 | New |
| Capital Investment Advisors, LLC | 12,045 | $992.3K | 0.02% | −2,036−14.5% | Reduced |
| Pearl River Capital, LLC | 12,024 | $990.5K | 0.16% | +12,024 | New |
| NVWM, LLC | 11,865 | $986.1K | 0.30% | −640−5.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11,800 | $984.4K | 0.02% | −937−7.4% | Reduced |
| Bartlett & Co. LLC | 11,800 | $984.0K | 0.02% | −937−7.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,878 | $978.5K | 0.13% | −1,638−12.1% | Reduced |
| Sawgrass Asset Management LLC | 11,876 | $978.3K | 0.11% | −181−1.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 11,787 | $971.0K | 0.27% | +11,787 | New |
| LS Investment Advisors, LLC | 11,785 | $970.8K | 0.17% | −570−4.6% | Reduced |
| Harbour Investments, Inc. | 11,762 | $969.0K | 0.04% | +1,702+16.9% | Added |
| Beaumont Asset Management, L.L.C. | 11,755 | $968.4K | 0.68% | −2,610−18.2% | Reduced |
| Chilton Capital Management LLC | 11,746 | $967.6K | 0.05% | +584+5.2% | Added |
| Kinneret Advisory, LLC | 11,634 | $966.4K | 0.11% | −74−0.6% | Reduced |
| Auxano Advisors, LLC | 11,716 | $965.2K | 0.32% | −455−3.7% | Reduced |
| Unique Wealth Strategies, LLC | 11,707 | $964.4K | 0.64% | +11,707 | New |
| Xcel Wealth Management, LLC | 11,680 | $962.2K | 0.34% | −2,549−17.9% | Reduced |
| First Dallas Securities Inc. | 11,648 | $960.0K | 0.49% | +8,054+224.1% | Added |
| IFP Advisors, Inc | 11,601 | $955.4K | 0.05% | −3,644−23.9% | Reduced |
| GeoWealth Management, LLC | 11,530 | $951.0K | 0.08% | +11,042+2,262.7% | Added |
| Investors Research Corp | 11,544 | $951.0K | 0.23% | −2,820−19.6% | Reduced |
| Sigma Planning Corp | 11,494 | $946.8K | 0.07% | −22,416−66.1% | Reduced |
| Central Trust Co | 11,489 | $946.4K | 0.03% | −1,693−12.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,451 | $943.3K | 0.15% | +11,451 | New |
| BlueCrest Capital Management Ltd | 11,450 | $943.3K | 0.16% | −6,773−37.2% | Reduced |
| StrongBox Wealth, LLC | 11,445 | $942.8K | 0.55% | +11,445 | New |
| BKM Wealth Management, LLC | 11,421 | $940.9K | 0.40% | +11,421 | New |
| Dumont & Blake Investment Advisors LLC | 11,395 | $939.0K | 0.29% | −795−6.5% | Reduced |
| Accredited Investors Inc. | 11,394 | $938.6K | 0.07% | −344−2.9% | Reduced |
| First Foundation Advisors | 11,391 | $938.4K | 0.04% | −2,393−17.4% | Reduced |
| Mitchell Sinkler & Starr | 11,351 | $935.1K | 0.17% | +11,351 | New |
| Fiduciary Group LLC | 11,338 | $934.0K | 0.11% | −7,564−40.0% | Reduced |
| Moody National Bank Trust Division | 11,335 | $933.8K | 0.07% | −18,056−61.4% | Reduced |
| Moseley Investment Management Inc | 11,332 | $933.6K | 0.52% | +169+1.5% | Added |
| Summit Trail Advisors, LLC | 11,192 | $929.7K | 0.03% | −615−5.2% | Reduced |
| Adviser Investments LLC | 11,261 | $927.7K | 0.01% | +5,174+85.0% | Added |
| 17 Capital Partners, LLC | 11,228 | $925.0K | 0.85% | +11,228 | New |
| Marcum Wealth, LLC | 11,220 | $924.3K | 0.10% | −1,070−8.7% | Reduced |
| Morningstar Investment Management LLC | 11,215 | $924.0K | 0.11% | −824−6.8% | Reduced |
| Stratos Wealth Advisors, LLC | 11,208 | $923.4K | 0.05% | −2,019−15.3% | Reduced |
| Ascent Wealth Partners, LLC | 11,200 | $922.7K | 0.15% | −539−4.6% | Reduced |
| Stableford Capital II LLC | 10,590 | $922.3K | 0.40% | +198+1.9% | Added |
| Sowell Financial Services LLC | 11,094 | $921.0K | 0.05% | −715−6.1% | Reduced |
| Strengthening Families & Communities, LLC | 11,154 | $918.8K | 0.64% | +747+7.2% | Added |
| Resources Investment Advisors, LLC. | 11,147 | $918.3K | 0.02% | +1,407+14.4% | Added |
| FirstPurpose Wealth LLC | 11,145 | $918.1K | 0.35% | +628+6.0% | Added |
| Etesian Wealth Advisors, Inc. | 11,045 | $913.8K | 0.55% | +40+0.4% | Added |
| Cito Capital Group, LLC | 10,988 | $911.0K | 0.39% | +50+0.5% | Added |
| Wealthspire Advisors, LLC | 11,050 | $910.3K | 0.01% | +1,492+15.6% | Added |
| Coastline Trust Co | 11,050 | $910.3K | 0.12% | −40−0.4% | Reduced |
| XML Financial, LLC | 11,028 | $908.5K | 0.10% | −5,712−34.1% | Reduced |
| McDonald Partners LLC | 11,021 | $907.9K | 0.27% | −298−2.6% | Reduced |
| Jupiter Wealth Management LLC | 11,000 | $906.2K | 0.53% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,982 | $904.7K | 0.08% | +940+9.4% | Added |
| Ballentine Partners, LLC | 10,970 | $903.7K | 0.02% | −3,505−24.2% | Reduced |
| Golden State Equity Partners | 10,963 | $903.1K | 0.22% | −3,510−24.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,948 | $901.9K | 0.95% | −200−1.8% | Reduced |
| Naviter Wealth, LLC | 10,856 | $901.8K | 0.18% | +354+3.4% | Added |
| Mork Capital Management, LLC | 10,890 | $897.1K | 0.55% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,869 | $895.8K | 0.04% | +197+1.8% | Added |
| Inspire Trust Co, N.A. | 10,869 | $895.4K | 0.92% | +10,869 | New |
| American Trust | 10,863 | $894.9K | 0.07% | +296+2.8% | Added |
| Page Arthur B | 10,849 | $893.7K | 0.94% | −2,838−20.7% | Reduced |
| Connectus Wealth, LLC | 10,807 | $890.6K | 0.02% | −1,349−11.1% | Reduced |
| Colonial Trust Co | 10,783 | $888.3K | 0.19% | +1,133+11.7% | Added |
| Bigelow Investment Advisors, LLC | 10,768 | $887.1K | 0.48% | −233−2.1% | Reduced |
| Lantern Wealth Advisors, LLC | 10,715 | $882.7K | 0.69% | +10,715 | New |
| Benjamin Edwards Inc | 10,618 | $875.0K | 0.19% | −3,445−24.5% | Reduced |
| Bangor Savings Bank | 10,600 | $873.2K | 0.10% | −249−2.3% | Reduced |
| Trust Point Inc. | 10,555 | $869.5K | 0.07% | +10,555 | New |
| First County Bank | 10,525 | $867.0K | 0.42% | −526−4.8% | Reduced |
| HMS Capital Management, LLC | 10,454 | $861.2K | 0.53% | −4,279−29.0% | Reduced |
| Hoylecohen, LLC | 10,371 | $854.4K | 0.07% | −625−5.7% | Reduced |
| Personal Cfo Solutions, LLC | 10,368 | $854.2K | 0.15% | −212−2.0% | Reduced |
| Legacy Capital Group California, Inc. | 10,349 | $852.6K | 0.33% | +539+5.5% | Added |
| PFG Advisors | 10,346 | $852.3K | 0.07% | −1,285−11.0% | Reduced |
| Laurel Wealth Advisors LLC | 10,332 | $851.2K | 0.16% | +4,622+80.9% | Added |