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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 7,997 | $658.8K | 0.14% | +1,612+25.2% | Added |
| Confluence Wealth Services, Inc. | 7,976 | $657.1K | 0.07% | −5,953−42.7% | Reduced |
| PFG Investments, LLC | 7,968 | $656.4K | 0.12% | −14,171−64.0% | Reduced |
| Salvus Wealth Management, LLC | 7,949 | $654.8K | 0.47% | +1,895+31.3% | Added |
| Martin & Co Inc | 7,940 | $654.1K | 0.16% | −380−4.6% | Reduced |
| AdvisorNet Financial, Inc | 7,902 | $650.9K | 0.06% | −2,770−26.0% | Reduced |
| United Community Bank | 7,893 | $650.2K | 0.28% | +5,088+181.4% | Added |
| Financial Advisory Corp | 7,886 | $650.0K | 0.29% | +1,439+22.3% | Added |
| Mayflower Financial Advisors, LLC | 7,864 | $647.8K | 0.09% | +267+3.5% | Added |
| Hunter Associates Investment Management LLC | 7,814 | $646.0K | 0.12% | +191+2.5% | Added |
| Cooper Financial Group | 7,832 | $645.2K | 0.12% | +1,640+26.5% | Added |
| First Financial Bank - Trust Division | 7,829 | $645.0K | 0.07% | −3,012−27.8% | Reduced |
| PAX Financial Group, LLC | 7,433 | $640.6K | 0.13% | +951+14.7% | Added |
| SageView Advisory Group, LLC | 7,306 | $635.4K | 0.03% | +2,721+59.3% | Added |
| Mesirow Financial Investment Management, Inc. | 135,033 | $635.3K | 0.02% | +135,033 | New |
| Pinnacle West Asset Management, Inc. | 7,700 | $634.0K | 0.54% | +400+5.5% | Added |
| USAdvisors Wealth Management, LLC | 7,680 | $632.0K | 0.26% | +7,680 | New |
| Arlington Partners LLC | 7,646 | $629.9K | 0.18% | +7,646 | New |
| Winthrop Capital Management, LLC | 7,639 | $629.3K | 0.21% | +7,639 | New |
| Iron Financial, LLC | 7,621 | $627.9K | 0.36% | −370−4.6% | Reduced |
| Bank of Stockton | 7,252 | $627.2K | 0.21% | −470−6.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $621.5K | 0.81% | 00.0% | Unchanged |
| Exeter Financial, LLC | 7,169 | $621.3K | 0.30% | −2,583−26.5% | Reduced |
| Baxter Bros Inc | 7,539 | $621.1K | 0.09% | −75−1.0% | Reduced |
| GSB Wealth Management, LLC | 7,511 | $618.7K | 0.19% | +1,052+16.3% | Added |
| Midland Wealth Advisors LLC | 7,496 | $617.5K | 0.04% | +7,496 | New |
| Summit Financial, LLC | 7,413 | $615.5K | 0.04% | −2,437−24.7% | Reduced |
| Patten & Patten Inc | 7,423 | $611.5K | 0.05% | −229−3.0% | Reduced |
| Principle Wealth Partners LLC | 7,420 | $611.3K | 0.05% | −8,489−53.4% | Reduced |
| EPG Wealth Management LLC | 7,290 | $609.4K | 0.16% | +545+8.1% | Added |
| Phillips Wealth Planners LLC | 7,062 | $609.4K | 0.73% | −1,735−19.7% | Reduced |
| Hartline Investment Corp | 7,375 | $607.6K | 0.10% | 00.0% | Unchanged |
| Americana Partners, LLC | 7,316 | $600.6K | 0.06% | −3,862−34.6% | Reduced |
| Grove Bank & Trust | 7,282 | $599.9K | 0.11% | −730−9.1% | Reduced |
| Central Bank & Trust Co | 7,274 | $599.2K | 0.09% | −1,256−14.7% | Reduced |
| First Affirmative Financial Network | 7,207 | $593.7K | 0.47% | +470+7.0% | Added |
| Windsor Capital Management, LLC | 7,164 | $590.1K | 0.19% | +52+0.7% | Added |
| Prudent Man Advisors, LLC | 7,129 | $587.3K | 0.22% | −370−4.9% | Reduced |
| Marino, Stram & Associates LLC | 7,127 | $587.1K | 0.15% | +126+1.8% | Added |
| Jamison Private Wealth Management, Inc. | 7,090 | $584.1K | 0.11% | +283+4.2% | Added |
| Biltmore Wealth Management, LLC | 7,084 | $583.6K | 0.28% | 00.0% | Unchanged |
| Ballast, Inc. | 7,079 | $583.2K | 0.20% | −3,890−35.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,077 | $583.0K | 0.15% | −106−1.5% | Reduced |
| Spirit of America Management Corp | 7,069 | $582.3K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7,004 | $581.8K | 0.13% | −641−8.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,047 | $580.5K | 0.06% | −365−4.9% | Reduced |
| Simplicity Wealth,LLC | 7,025 | $578.7K | 0.22% | +7,025 | New |
| PrairieView Partners, LLC | 7,016 | $578.0K | 0.07% | −457−6.1% | Reduced |
| Vicus Capital | 7,011 | $577.6K | 0.06% | −3,317−32.1% | Reduced |
| Johnson Financial Group, Inc. | 6,945 | $577.1K | 0.03% | −4,308−38.3% | Reduced |
| Sentry Investment Management LLC | 6,991 | $576.0K | 0.25% | −751−9.7% | Reduced |
| Kovack Advisors, Inc. | 6,973 | $574.4K | 0.07% | +1,453+26.3% | Added |
| Tiaa Trust, National Association | 6,964 | $573.7K | 0.00% | −2,577−27.0% | Reduced |
| Precedent Wealth Partners, LLC | 6,955 | $572.9K | 0.29% | +6,955 | New |
| Bollard Group LLC | 6,931 | $571.0K | 0.02% | −54−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,922 | $570.2K | 0.04% | +45+0.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,919 | $570.0K | 0.27% | −69−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,902 | $568.6K | 0.02% | +393+6.0% | Added |
| Los Angeles Capital Management LLC | 6,901 | $568.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6,873 | $566.2K | 0.21% | −171−2.4% | Reduced |
| Reuter James Wealth Management, LLC | 6,852 | $564.5K | 0.38% | −276−3.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,841 | $563.6K | 0.15% | −3,029−30.7% | Reduced |
| Syon Capital LLC | 6,827 | $562.4K | 0.06% | +6,827 | New |
| Rogco, LP | 6,814 | $561.3K | 0.25% | +129+1.9% | Added |
| Park Place Capital Corp | 6,813 | $561.3K | 0.22% | −4,195−38.1% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $560.0K | 0.23% | 00.0% | Unchanged |
| World Equity Group, Inc. | 7,083 | $558.8K | 0.11% | +533+8.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 6,774 | $558.0K | 0.59% | +6,774 | New |
| Westhampton Capital, LLC | 6,725 | $554.0K | 0.33% | +650+10.7% | Added |
| ABLE Financial Group, LLC | 6,708 | $552.6K | 0.24% | −6,091−47.6% | Reduced |
| Van Hulzen Asset Management, LLC | 6,650 | $548.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,632 | $546.3K | 0.07% | +96+1.5% | Added |
| Shepherd Financial Partners LLC | 6,629 | $546.1K | 0.08% | +95+1.5% | Added |
| Transamerica Financial Advisors, Inc. | 6,619 | $546.0K | 0.08% | −880−11.7% | Reduced |
| Waterloo Capital, L.P. | 6,627 | $546.0K | 0.09% | +6,627 | New |
| Everpar Advisors LLC | 6,618 | $545.2K | 0.25% | +6,618 | New |
| Measured Wealth Private Client Group, LLC | 6,605 | $544.1K | 0.20% | +17+0.3% | Added |
| Nvest Financial, LLC | 6,593 | $543.1K | 0.43% | +1,801+37.6% | Added |
| Thrive Wealth Management, LLC | 6,584 | $542.4K | 0.12% | +3,235+96.6% | Added |
| Silverlake Wealth Management LLC | 6,551 | $539.6K | 0.30% | −958−12.8% | Reduced |
| Rowland & Co Investment Counsel | 6,548 | $539.4K | 0.12% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,532 | $538.1K | 0.17% | −259−3.8% | Reduced |
| Alpha Cubed Investments, LLC | 6,526 | $537.6K | 0.03% | −17,434−72.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,510 | $536.3K | 0.02% | +756+13.1% | Added |
| Duncker Streett & Co Inc | 6,502 | $535.6K | 0.11% | −1,307−16.7% | Reduced |
| Eads & Heald Wealth Management | 6,486 | $534.0K | 0.26% | −150−2.3% | Reduced |
| Strategic Wealth Designers | 6,482 | $534.0K | 0.08% | +16+0.2% | Added |
| CX Institutional | 6,478 | $533.6K | 0.03% | −3,152−32.7% | Reduced |
| Prairiewood Capital, LLC | 6,472 | $533.2K | 0.28% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,443 | $530.8K | 0.00% | −451,087−98.6% | Reduced |
| Sutton Place Investors LLC | 6,437 | $530.3K | 0.38% | +6,437 | New |
| Inceptionr LLC | 6,434 | $530.0K | 0.38% | +3,364+109.6% | Added |
| Applied Capital LLC | 6,422 | $529.0K | 0.49% | −410−6.0% | Reduced |
| Hamel Associates, Inc. | 6,405 | $527.6K | 0.19% | −31,040−82.9% | Reduced |
| Vectors Research Management, LLC | 6,401 | $527.0K | 0.15% | +6,401 | New |
| Virtue Capital Management, LLC | 6,213 | $526.8K | 0.11% | −1,470−19.1% | Reduced |
| Ronald Blue Trust, Inc. | 6,717 | $526.0K | 0.01% | −1,128−14.4% | Reduced |
| Gilbert & Cook, Inc. | 6,338 | $522.1K | 0.07% | −125−1.9% | Reduced |
| Bellecapital International Ltd. | 6,318 | $520.5K | 0.12% | −8,630−57.7% | Reduced |
| Parkside Financial Bank & Trust | 6,277 | $517.1K | 0.09% | +328+5.5% | Added |