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; 2,150 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 205,128 | $16.9M | 1.17% | −17,835−8.0% | Reduced |
| Crossmark Global Holdings, Inc. | 204,988 | $16.9M | 0.35% | −4,206−2.0% | Reduced |
| Man Group plc | 204,753 | $16.9M | 0.05% | – | – |
| Confluence Investment Management LLC | 203,715 | $16.8M | 0.24% | −2,649−1.3% | Reduced |
| Putnam Investments LLC | 200,914 | $16.6M | 0.02% | −41,554−17.1% | Reduced |
| Clarkston Capital Partners, LLC | 199,371 | $16.4M | 0.30% | +2,798+1.4% | Added |
| Klingenstein Fields & Co LP | 198,608 | $16.4M | 0.73% | −1,665−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 197,626 | $16.3M | 0.08% | −4,884−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 196,224 | $16.2M | 0.66% | +4,684+2.4% | Added |
| Financial Counselors Inc | 194,999 | $16.1M | 0.29% | −13,167−6.3% | Reduced |
| Panagora Asset Management Inc | 194,123 | $16.0M | 0.09% | −51,174−20.9% | Reduced |
| Nexus Investment Management ULC | 193,114 | $15.9M | 1.66% | −775−0.4% | Reduced |
| New York Life Investment Management LLC | 192,832 | $15.9M | 0.16% | −1,191−0.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 192,826 | $15.9M | 3.99% | +20,775+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 192,382 | $15.8M | 0.07% | +7,543+4.1% | Added |
| Franklin Street Advisors Inc | 192,125 | $15.8M | 1.30% | −13,439−6.5% | Reduced |
| Smith, Salley & Associates | 189,487 | $15.6M | 1.01% | +2,211+1.2% | Added |
| APG Asset Management US Inc. | 188,522 | $15.5M | 0.10% | +188,522 | New |
| Bokf, NA | 187,208 | $15.4M | 0.30% | −14,341−7.1% | Reduced |
| Grimes & Company, Inc. | 187,049 | $15.4M | 0.51% | +9,223+5.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 186,800 | $15.4M | 0.05% | −116,500−38.4% | Reduced |
| Central Securities Corp | 185,000 | $15.2M | 1.65% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 184,848 | $15.2M | 1.01% | −4,164−2.2% | Reduced |
| Stack Financial Management, Inc | 183,603 | $15.1M | 1.71% | −3,590−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 181,105 | $14.9M | 0.67% | +5,645+3.2% | Added |
| Veritas Asset Management LLP | 181,007 | $14.9M | 0.11% | +44,236+32.3% | Added |
| Tower Research Capital LLC (TRC) | 180,717 | $14.9M | 0.18% | +140,241+346.5% | Added |
| Hemenway Trust Co LLC | 180,598 | $14.9M | 1.42% | +6,350+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 179,689 | $14.8M | 0.06% | −3,067−1.7% | Reduced |
| Biechele Royce Advisors | 179,348 | $14.8M | 4.84% | +16,343+10.0% | Added |
| Wallington Asset Management, LLC | 179,223 | $14.8M | 2.49% | +929+0.5% | Added |
| Stephens Inc | 179,198 | $14.8M | 0.25% | −21,531−10.7% | Reduced |
| Mutual of America Capital Management LLC | 178,442 | $14.7M | 0.17% | −8,240−4.4% | Reduced |
| QRG Capital Management, Inc. | 177,209 | $14.6M | 0.22% | −15,182−7.9% | Reduced |
| Chilton Investment Co LLC | 175,764 | $14.5M | 0.43% | −125,454−41.6% | Reduced |
| Skba Capital Management LLC | 175,529 | $14.5M | 2.44% | +38,395+28.0% | Added |
| Xponance, Inc. | 174,712 | $14.4M | 0.17% | +10,461+6.4% | Added |
| S&CO Inc | 173,657 | $14.3M | 1.10% | −6,760−3.7% | Reduced |
| Captrust Financial Advisors | 172,431 | $14.2M | 0.05% | −5,496−3.1% | Reduced |
| Mizuho Markets Americas LLC | 171,679 | $14.1M | 0.43% | +32,929+23.7% | Added |
| CIBC World Markets Corp | 171,259 | $14.1M | 0.08% | +17,787+11.6% | Added |
| Commerce Bank | 170,723 | $14.1M | 0.10% | −2,588−1.5% | Reduced |
| Boston Private Wealth LLC | 170,216 | $14.0M | 0.34% | −55,071−24.4% | Reduced |
| Verity & Verity, LLC | 169,173 | $13.9M | 1.60% | +38,091+29.1% | Added |
| Matrix Asset Advisors Inc | 168,909 | $13.9M | 1.77% | +1,468+0.9% | Added |
| Nichols & Pratt Advisers LLP | 166,611 | $13.7M | 0.98% | −240−0.1% | Reduced |
| F&V Capital Management, LLC | 165,080 | $13.6M | 4.36% | +2,260+1.4% | Added |
| D.A. Davidson & Co. | 163,400 | $13.5M | 0.13% | +4,904+3.1% | Added |
| Nissay Asset Management Corp | 162,538 | $13.4M | 0.11% | +6,533+4.2% | Added |
| Stonebridge Capital Advisors LLC | 161,177 | $13.3M | 1.33% | +8,336+5.5% | Added |
| Boston Trust Walden Corp | 157,840 | $13.0M | 0.10% | −68,592−30.3% | Reduced |
| First Horizon Advisors, Inc. | 153,682 | $12.7M | 0.42% | +4,637+3.1% | Added |
| British Columbia Investment Management Corp | 153,171 | $12.6M | 0.10% | +32,193+26.6% | Added |
| Armstrong Henry H Associates Inc | 151,438 | $12.5M | 1.33% | −20,835−12.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 150,271 | $12.4M | 0.05% | +117,598+359.9% | Added |
| Busey Wealth Management | 150,059 | $12.4M | 0.48% | −1,038−0.7% | Reduced |
| Miramar Capital, LLC | 149,704 | $12.3M | 3.21% | −4,335−2.8% | Reduced |
| AE Wealth Management LLC | 141,507 | $12.2M | 0.06% | +49,971+54.6% | Added |
| Associated Banc-Corp | 147,708 | $12.2M | 0.42% | +1,093+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 147,210 | $12.1M | 0.01% | +7,106+5.1% | Added |
| Auxier Asset Management | 146,987 | $12.1M | 1.96% | −255−0.2% | Reduced |
| Hikari Tsushin, Inc. | 144,952 | $11.9M | 1.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 144,826 | $11.9M | 0.16% | −1,316−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 143,865 | $11.9M | 0.43% | −781−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 143,202 | $11.8M | 0.15% | −165−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 142,542 | $11.7M | 0.90% | −4,881−3.3% | Reduced |
| Advisors Asset Management, Inc. | 141,715 | $11.7M | 0.24% | −15,455−9.8% | Reduced |
| Bourgeon Capital Management LLC | 140,169 | $11.5M | 2.55% | −477−0.3% | Reduced |
| Intech Investment Management LLC | 140,168 | $11.5M | 0.17% | +34,950+33.2% | Added |
| FourThought Financial Partners, LLC | 139,161 | $11.5M | 1.44% | −3,246−2.3% | Reduced |
| Westwood Holdings Group Inc. | 136,671 | $11.3M | 0.10% | +15,969+13.2% | Added |
| Rafferty Asset Management, LLC | 135,437 | $11.2M | 0.05% | −3,461−2.5% | Reduced |
| Silverarc Capital Management, LLC | 135,000 | $11.1M | 3.43% | +135,000 | New |
| Bahl & Gaynor Inc | 134,116 | $11.0M | 0.07% | −646,082−82.8% | Reduced |
| Centre Asset Management, LLC | 134,115 | $11.0M | 2.67% | −3,186−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 134,053 | $11.0M | 0.20% | −233−0.2% | Reduced |
| Gateway Investment Advisers LLC | 132,317 | $10.9M | 0.13% | +19,721+17.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 131,861 | $10.9M | 0.98% | −618−0.5% | Reduced |
| Wilkins Investment Counsel Inc | 131,630 | $10.8M | 2.65% | +15,555+13.4% | Added |
| Blair William & Co | 131,314 | $10.8M | 0.04% | −2,309−1.7% | Reduced |
| Cutler Investment Counsel LLC | 129,583 | $10.8M | 1.54% | −600.0% | Reduced |
| Woodstock Corp | 130,651 | $10.8M | 1.25% | −402−0.3% | Reduced |
| Nixon Peabody Trust Co | 130,317 | $10.7M | 1.20% | +107,163+462.8% | Added |
| Nemes Rush Group LLC | 130,001 | $10.7M | 1.73% | +1,274+1.0% | Added |
| Sirios Capital Management L P | 129,162 | $10.6M | 2.17% | −22,011−14.6% | Reduced |
| Atria Investments LLC | 128,488 | $10.6M | 0.16% | −208−0.2% | Reduced |
| First National Bank of Omaha | 128,147 | $10.6M | 0.67% | −10,067−7.3% | Reduced |
| Edge Capital Group, LLC | 127,279 | $10.5M | 0.58% | +13,870+12.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $10.5M | 0.12% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 126,756 | $10.4M | 0.23% | −190−0.1% | Reduced |
| Kestra Advisory Services, LLC | 126,617 | $10.4M | 0.09% | −9,390−6.9% | Reduced |
| Ethic Inc. | 126,362 | $10.4M | 0.31% | +4,617+3.8% | Added |
| Richard C. Young & CO., LTD. | 126,228 | $10.4M | 1.39% | −6,394−4.8% | Reduced |
| Laurion Capital Management LP | 125,317 | $10.3M | 0.37% | +125,317 | New |
| Raymond James Trust N.A. | 125,261 | $10.3M | 0.27% | −2,191−1.7% | Reduced |
| Keybank National Association | 124,867 | $10.3M | 0.05% | +11,331+10.0% | Added |
| Lee Danner & Bass Inc | 124,605 | $10.3M | 0.88% | −11,174−8.2% | Reduced |
| Jones Financial Companies LLLP | 124,182 | $10.2M | 0.02% | −3,173−2.5% | Reduced |
| Daiwa Securities Group Inc. | 123,018 | $10.1M | 0.06% | +9,245+8.1% | Added |
| Walleye Trading LLC | 122,666 | $10.1M | 0.15% | +20,340+19.9% | Added |