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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 6,256 | $515.4K | 0.02% | +3,266+109.2% | Added |
| Game Creek Capital, LP | 6,250 | $514.9K | 0.30% | −11,750−65.3% | Reduced |
| Optas, LLC | 6,248 | $514.7K | 0.15% | −2,117−25.3% | Reduced |
| General Partner, Inc. | 6,198 | $513.4K | 0.43% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 6,220 | $512.4K | 0.05% | −963−13.4% | Reduced |
| Carlson Capital Management | 6,216 | $512.1K | 0.03% | +6,216 | New |
| White Pine Capital LLC | 6,215 | $512.0K | 0.20% | −589−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,211 | $511.7K | 0.04% | −733−10.6% | Reduced |
| Mechanics Financial Corp | 6,202 | $510.9K | 0.29% | +40+0.6% | Added |
| Cypress Wealth Services, LLC | 6,191 | $510.0K | 0.13% | +406+7.0% | Added |
| Triangle Securities Wealth Management | 6,159 | $507.4K | 0.16% | −280−4.3% | Reduced |
| Penserra Capital Management LLC | 6,156 | $506.0K | 0.01% | −1,298−17.4% | Reduced |
| Qsemble Capital Management, LP | 6,141 | $505.9K | 0.13% | +6,141 | New |
| Inscription Capital, LLC | 6,138 | $505.6K | 0.14% | +772+14.4% | Added |
| Balentine LLC | 6,110 | $503.4K | 0.02% | −2,849−31.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,092 | $501.9K | 0.16% | +237+4.0% | Added |
| Cahill Financial Advisors Inc | 6,090 | $501.7K | 0.07% | +838+16.0% | Added |
| KC Investment Advisors, LLC | 6,083 | $501.1K | 0.30% | +6+0.1% | Added |
| Fox Run Management, L.L.C. | 6,081 | $501.0K | 0.13% | +6,081 | New |
| Pallas Capital Advisors LLC | 6,068 | $499.9K | 0.03% | +212+3.6% | Added |
| Wallace Advisory Group, LLC | 6,364 | $498.7K | 0.39% | +1,475+30.2% | Added |
| iA Global Asset Management Inc. | 6,049 | $498.0K | 0.01% | −5,570−47.9% | Reduced |
| Balanced Rock Investment Advisor | 6,039 | $497.5K | 0.44% | +6,039 | New |
| MONECO Advisors, LLC | 6,020 | $496.0K | 0.09% | −353−5.5% | Reduced |
| Hartford Funds Management Co LLC | 6,009 | $495.0K | 0.05% | +1,505+33.4% | Added |
| Avantax Planning Partners, Inc. | 6,007 | $494.9K | 0.02% | −315−5.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,993 | $493.7K | 0.14% | −1,015−14.5% | Reduced |
| Papp L Roy & Associates | 5,983 | $492.9K | 0.06% | −40−0.7% | Reduced |
| Washington Trust Bank | 5,969 | $491.7K | 0.04% | −147−2.4% | Reduced |
| Pointe Capital Management LLC | 5,940 | $489.3K | 0.34% | −21−0.4% | Reduced |
| Richwood Investment Advisors, LLC | 5,931 | $488.6K | 0.46% | −264−4.3% | Reduced |
| Fosun International Ltd | 5,930 | $488.5K | 0.10% | −2,300−27.9% | Reduced |
| Graypoint LLC | 5,900 | $486.0K | 0.04% | −1,232−17.3% | Reduced |
| Thomasville National Bank | 5,860 | $482.7K | 0.04% | −1,678−22.3% | Reduced |
| LongView Wealth Management | 5,569 | $482.6K | 0.22% | +5,569 | New |
| Radnor Capital Management, LLC | 5,850 | $482.0K | 0.09% | −697−10.6% | Reduced |
| Cambridge Advisors Inc. | 5,839 | $481.0K | 0.12% | −2,345−28.7% | Reduced |
| Vontobel Asset Management Inc | 5,839 | $481.0K | 0.00% | −77−1.3% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $480.0K | 0.00% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,822 | $479.6K | 0.30% | −1,204−17.1% | Reduced |
| Syntax Research, Inc. | 5,814 | $479.0K | 0.40% | +228+4.1% | Added |
| Crumly & Associates Inc. | 5,809 | $478.6K | 0.14% | +2,785+92.1% | Added |
| Cornerstone Advisory, LLC | 5,777 | $475.9K | 0.07% | +1,282+28.5% | Added |
| TCI Wealth Advisors, Inc. | 5,760 | $474.5K | 0.05% | −178−3.0% | Reduced |
| ISAM Funds (UK) Ltd | 5,758 | $474.3K | 0.34% | +5,758 | New |
| West Oak Capital, LLC | 5,395 | $472.0K | 0.22% | −1,590−22.8% | Reduced |
| Atlantic Union Bankshares Corp | 5,686 | $468.4K | 0.04% | −2,714−32.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,678 | $467.8K | 0.23% | −56−1.0% | Reduced |
| IVC Wealth Advisors LLC | 5,678 | $467.8K | 0.29% | −164−2.8% | Reduced |
| Stiles Financial Services Inc | 5,680 | $467.7K | 0.21% | −7,231−56.0% | Reduced |
| Schechter Investment Advisors, LLC | 5,677 | $467.7K | 0.04% | −1,041−15.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,658 | $466.1K | 0.02% | −3,441−37.8% | Reduced |
| Lakeview Capital Partners, LLC | 5,647 | $465.2K | 0.08% | −307−5.2% | Reduced |
| ELCO Management Co., LLC | 5,630 | $463.8K | 0.31% | −3,433−37.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,625 | $463.4K | 0.42% | +5,625 | New |
| LWMG, LLC | 5,610 | $462.1K | 0.11% | +110+2.0% | Added |
| Bond & Devick Financial Network, Inc. | 5,583 | $459.9K | 0.26% | −340−5.7% | Reduced |
| Studio Investment Management LLC | 5,560 | $458.0K | 0.12% | +1,833+49.2% | Added |
| Leavell Investment Management, Inc. | 5,516 | $458.0K | 0.03% | +242+4.6% | Added |
| Robertson Stephens Wealth Management, LLC | 5,519 | $457.7K | 0.03% | −3,067−35.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,534 | $455.9K | 0.04% | −2,870−34.2% | Reduced |
| Mission Wealth Management, LP | 5,533 | $455.8K | 0.02% | −593−9.7% | Reduced |
| Crestwood Advisors Group LLC | 5,521 | $454.8K | 0.01% | +623+12.7% | Added |
| Tilt Investment Management Holdings, PBC | 5,494 | $452.6K | 0.49% | −1,547−22.0% | Reduced |
| Athena Investment Management | 5,488 | $452.1K | 0.29% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,488 | $452.1K | 0.12% | −3,675−40.1% | Reduced |
| Ballast Advisors LLC | 5,482 | $451.6K | 0.17% | −635−10.4% | Reduced |
| Resurgent Financial Advisors LLC | 5,479 | $451.4K | 0.28% | +1,456+36.2% | Added |
| GAMMA Investing LLC | 5,156 | $451.4K | 0.12% | +5,156 | New |
| StoneX Group Inc. | 5,428 | $450.8K | 0.04% | −388−6.7% | Reduced |
| LGL Partners, LLC | 5,460 | $449.8K | 0.06% | −902−14.2% | Reduced |
| Beacon Financial Advisory LLC | 5,442 | $448.3K | 0.22% | −1,324−19.6% | Reduced |
| Rosenbaum Jay D. | 5,427 | $447.1K | 1.16% | −5,461−50.2% | Reduced |
| Worth Financial Advisory Group, LLC | 5,425 | $446.9K | 0.36% | +335+6.6% | Added |
| Ti-Trust, Inc | 5,410 | $445.7K | 0.39% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,405 | $445.3K | 0.23% | −496−8.4% | Reduced |
| Davis Capital Management | 5,399 | $444.8K | 0.43% | +5,399 | New |
| Coastwise Capital Group, LLC | 5,390 | $444.0K | 0.45% | +690+14.7% | Added |
| Northwest Bancshares, Inc. | 5,388 | $443.9K | 0.08% | −1,879−25.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,365 | $442.0K | 0.04% | +5,365 | New |
| Coastal Investment Advisors, Inc. | 5,360 | $441.6K | 0.10% | +2,673+99.5% | Added |
| New Hampshire Trust | 5,351 | $440.8K | 0.11% | −1,162−17.8% | Reduced |
| Manchester Capital Management LLC | 5,349 | $440.7K | 0.06% | +449+9.2% | Added |
| InTrack Investment Management Inc | 5,348 | $440.6K | 0.33% | −1,078−16.8% | Reduced |
| Park Edge Advisors, LLC | 5,336 | $439.6K | 0.15% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,319 | $438.2K | 0.11% | +5,319 | New |
| Warren Averett Asset Management, LLC | 5,308 | $437.3K | 0.02% | +2,034+62.1% | Added |
| LSV Asset Management | 5,300 | $437.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,285 | $435.5K | 0.02% | −923−14.9% | Reduced |
| Boston Financial Mangement LLC | 5,284 | $435.3K | 0.01% | +57+1.1% | Added |
| Center for Financial Planning, Inc. | 5,282 | $435.1K | 0.08% | −1,264−19.3% | Reduced |
| Clarius Group, LLC | 5,272 | $434.3K | 0.04% | −2,355−30.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,233 | $431.1K | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,198 | $429.7K | 0.02% | −1,940−27.2% | Reduced |
| Seelaus Asset Management LLC | 5,205 | $428.8K | 0.42% | −200−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,204 | $428.7K | 0.04% | −846−14.0% | Reduced |
| Stevens Capital Management LP | 5,183 | $427.0K | 0.11% | +5,183 | New |
| First Manhattan Co | 5,169 | $425.8K | 0.00% | −84−1.6% | Reduced |
| Wealth Advisory Solutions, LLC | 5,165 | $425.5K | 0.15% | −10,337−66.7% | Reduced |
| 49 Wealth Management, LLC | 5,149 | $424.2K | 0.11% | +5,149 | New |