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 |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 9,830 | $850.9K | 0.29% | +1,569+19.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 10,285 | $847.0K | 0.43% | +483+4.9% | Added |
| Winch Advisory Services, LLC | 10,269 | $846.0K | 0.28% | +532+5.5% | Added |
| Independent Financial Group, LLC | 10,247 | $844.1K | 0.05% | −1,842−15.2% | Reduced |
| Impact Partnership Wealth, LLC | 10,243 | $843.9K | 0.31% | +8,998+722.7% | Added |
| Kure Advisory, LLC | 10,233 | $843.0K | 0.44% | −193−1.9% | Reduced |
| Lincoln National Corp | 10,231 | $842.8K | 0.01% | −1,219−10.6% | Reduced |
| Claro Advisors LLC | 10,107 | $832.6K | 0.18% | −2,780−21.6% | Reduced |
| First Commonwealth Financial Corp | 10,072 | $829.7K | 0.26% | +429+4.4% | Added |
| DMG Group, LLC | 10,002 | $824.0K | 0.78% | −339−3.3% | Reduced |
| Shay Capital LLC | 10,000 | $823.8K | 0.32% | +10,000 | New |
| Agf Management Ltd | 9,973 | $821.6K | 0.00% | +9,973 | New |
| Centiva Capital, LP | 9,958 | $820.3K | 0.05% | +2,106+26.8% | Added |
| Archer Investment Corp | 9,917 | $817.0K | 0.26% | +1,400+16.4% | Added |
| Northstar Asset Management LLC | 9,825 | $809.4K | 0.21% | −1,477−13.1% | Reduced |
| Private Trust Co NA | 9,815 | $808.6K | 0.09% | −509−4.9% | Reduced |
| Buckley Wealth Management, LLC | 9,813 | $808.4K | 0.28% | −89−0.9% | Reduced |
| Rothschild Investment LLC | 9,796 | $807.0K | 0.07% | +9,796 | New |
| Old National Bancorp | 9,788 | $806.3K | 0.02% | −2,528−20.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,783 | $805.9K | 0.07% | −1,276−11.5% | Reduced |
| Cypress Capital Group | 9,723 | $801.0K | 0.10% | +814+9.1% | Added |
| Marshall Wace, LLP | 9,718 | $800.6K | 0.00% | −1,220−11.2% | Reduced |
| Malaga Cove Capital, LLC | 9,701 | $799.2K | 0.34% | +1,413+17.0% | Added |
| Csenge Advisory Group | 9,701 | $799.2K | 0.05% | −1,672−14.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,637 | $794.0K | 0.24% | +82+0.9% | Added |
| Trustco Bank Corp N Y | 9,575 | $788.8K | 0.85% | −1,126−10.5% | Reduced |
| Washington Capital Management Inc | 9,550 | $786.7K | 0.67% | −915−8.7% | Reduced |
| Clear Harbor Asset Management, LLC | 9,519 | $784.2K | 0.08% | +72+0.8% | Added |
| BSW Wealth Partners | 9,467 | $779.9K | 0.15% | +671+7.6% | Added |
| Vista Investment Partners LLC | 9,446 | $778.1K | 0.29% | +9,446 | New |
| First Pacific Financial | 9,439 | $777.6K | 0.24% | −119−1.2% | Reduced |
| Atomi Financial Group, Inc. | 9,416 | $775.7K | 0.11% | +3,777+67.0% | Added |
| Merit Financial Group, LLC | 9,413 | $775.4K | 0.02% | +194+2.1% | Added |
| Cidel Asset Management Inc | 9,362 | $771.2K | 0.03% | +9,362 | New |
| Alera Investment Advisors, LLC | 9,338 | $769.3K | 0.10% | −961−9.3% | Reduced |
| Altfest L J & Co Inc | 9,301 | $766.0K | 0.11% | −7,067−43.2% | Reduced |
| BigSur Wealth Management LLC | 9,200 | $764.2K | 0.36% | −1,800−16.4% | Reduced |
| Financial Insights, Inc. | 9,271 | $763.7K | 0.24% | +252+2.8% | Added |
| Pacitti Group Inc. | 9,194 | $762.3K | 0.48% | +506+5.8% | Added |
| DCM Advisors, LLC | 9,243 | $761.4K | 0.27% | −224−2.4% | Reduced |
| Diligent Investors, LLC | 9,210 | $758.7K | 0.21% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,207 | $758.5K | 0.16% | −1,742−15.9% | Reduced |
| Montag A & Associates Inc | 9,133 | $758.4K | 0.04% | −1,048−10.3% | Reduced |
| Whittier Trust Co | 9,183 | $756.5K | 0.01% | −1,013−9.9% | Reduced |
| Coldstream Capital Management Inc | 9,110 | $750.4K | 0.02% | −3,182−25.9% | Reduced |
| CVA Family Office, LLC | 9,015 | $742.7K | 0.14% | −705−7.3% | Reduced |
| Aspire Wealth Management Corp | 9,000 | $741.4K | 0.50% | −330−3.5% | Reduced |
| Saxon Interests, Inc. | 8,999 | $741.3K | 0.37% | −16,668−64.9% | Reduced |
| Heritage Wealth Management, LLC | 8,983 | $740.0K | 0.40% | +8,983 | New |
| Ritholtz Wealth Management | 8,970 | $738.9K | 0.03% | −406−4.3% | Reduced |
| Chicago Trust Co NA | 8,961 | $738.2K | 0.16% | −940−9.5% | Reduced |
| Beacon Investment Advisors LLC | 8,955 | $737.7K | 0.47% | +37+0.4% | Added |
| Meridian Wealth Management, LLC | 8,930 | $735.7K | 0.05% | +4,909+122.1% | Added |
| Evergreen Capital Management LLC | 8,858 | $735.7K | 0.03% | −2,136−19.4% | Reduced |
| Jmac Enterprises LLC | 8,893 | $732.6K | 0.16% | +100+1.1% | Added |
| Investment Advisory Services Inc | 8,888 | $732.2K | 0.29% | −439−4.7% | Reduced |
| Violich Capital Management, Inc. | 8,865 | $730.0K | 0.12% | −500−5.3% | Reduced |
| TLWM | 8,854 | $729.4K | 0.17% | +98+1.1% | Added |
| Burney Co | 8,850 | $729.1K | 0.03% | −164−1.8% | Reduced |
| Barry Investment Advisors, LLC | 8,754 | $727.2K | 0.25% | −485−5.2% | Reduced |
| Bray Capital Advisors | 8,792 | $724.3K | 0.20% | −10,661−54.8% | Reduced |
| Valmark Advisers, Inc. | 8,782 | $723.5K | 0.01% | −833−8.7% | Reduced |
| Intrust Bank NA | 8,717 | $718.1K | 0.08% | −259−2.9% | Reduced |
| Catalytic Wealth RIA, LLC | 8,700 | $716.7K | 0.32% | +8,700 | New |
| River Street Advisors LLC | 8,675 | $714.7K | 0.57% | −1,986−18.6% | Reduced |
| McDaniel Terry & Co | 8,656 | $713.0K | 0.07% | −225−2.5% | Reduced |
| EP Wealth Advisors, LLC | 8,646 | $712.2K | 0.01% | −11,713−57.5% | Reduced |
| Paragon Private Wealth Management, LLC | 8,588 | $707.5K | 0.49% | +889+11.5% | Added |
| Encompass Wealth Advisors, LLC | 8,577 | $706.6K | 0.21% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | −449−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 8,331 | $704.6K | 0.09% | −2,754−24.8% | Reduced |
| Simmons Bank | 8,526 | $702.4K | 0.06% | +1,059+14.2% | Added |
| Flagship Harbor Advisors, LLC | 8,514 | $701.4K | 0.05% | −103−1.2% | Reduced |
| Biltmore Family Office, LLC | 8,432 | $700.4K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 8,456 | $696.6K | 0.01% | −11,271−57.1% | Reduced |
| Guidance Capital, Inc | 8,369 | $693.3K | 0.28% | +1,215+17.0% | Added |
| Great Waters Wealth Management | 8,310 | $691.4K | 0.12% | −341−3.9% | Reduced |
| SPC Financial, Inc. | 8,360 | $688.7K | 0.07% | +1,080+14.8% | Added |
| Kades & Cheifetz LLC | 8,357 | $688.5K | 0.49% | +16+0.2% | Added |
| Strategic Blueprint, LLC | 8,355 | $688.3K | 0.06% | −4,229−33.6% | Reduced |
| LCNB Corp | 8,299 | $683.7K | 0.27% | −299−3.5% | Reduced |
| Sittner & Nelson, LLC | 8,280 | $682.1K | 0.36% | +489+6.3% | Added |
| Shelton Capital Management | 8,275 | $681.7K | 0.02% | −182−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,262 | $680.6K | 0.07% | +8,262 | New |
| Lindbrook Capital, LLC | 8,256 | $680.1K | 0.07% | +1,216+17.3% | Added |
| Capstone Triton Financial Group, LLC | 8,245 | $679.2K | 0.50% | −2,035−19.8% | Reduced |
| MV Capital Management, Inc. | 8,185 | $674.3K | 0.09% | −11,738−58.9% | Reduced |
| Titleist Asset Management, LLC | 8,175 | $673.5K | 0.12% | −331−3.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,170 | $673.1K | 0.02% | +1,461+21.8% | Added |
| Beese Fulmer Investment Management, Inc. | 8,102 | $667.4K | 0.07% | −56,744−87.5% | Reduced |
| City State Bank | 8,101 | $667.0K | 0.33% | +18+0.2% | Added |
| Roberts Glore & Co Inc | 8,088 | $666.3K | 0.21% | −642−7.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,066 | $664.5K | 0.08% | −2,594−24.3% | Reduced |
| Loudon Investment Management, LLC | 8,062 | $664.1K | 0.41% | −1,090−11.9% | Reduced |
| American State Bank (Iowa) | 8,060 | $664.0K | 0.42% | +539+7.2% | Added |
| Hobbs Group Advisors, LLC | 8,054 | $663.5K | 0.30% | +8,054 | New |
| Founders Capital Management, LLC | 8,038 | $662.2K | 0.14% | −138−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 8,027 | $661.3K | 0.14% | −613−7.1% | Reduced |
| Cim Investment Mangement Inc | 8,011 | $659.9K | 0.21% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 8,010 | $659.8K | 0.05% | −185−2.3% | Reduced |