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 |
|---|---|---|---|---|---|
| Huntington National Bank | 120,874 | $9.96M | 0.09% | −5,030−4.0% | Reduced |
| First National Trust Co | 120,435 | $9.92M | 0.44% | −17,536−12.7% | Reduced |
| Telos Capital Management, Inc. | 120,184 | $9.90M | 1.21% | +1,993+1.7% | Added |
| Camden National Bank | 120,054 | $9.89M | 1.84% | +59,625+98.7% | Added |
| Integral Health Asset Management, LLC | 120,000 | $9.89M | 1.43% | −180,000−60.0% | Reduced |
| Haverford Financial Services, Inc. | 118,999 | $9.80M | 2.94% | +205+0.2% | Added |
| Pinnacle Associates Ltd | 118,887 | $9.79M | 0.16% | +23,149+24.2% | Added |
| Morgan Dempsey Capital Management LLC | 117,872 | $9.71M | 2.97% | +15,384+15.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 116,507 | $9.60M | 0.35% | +116,507 | New |
| Leith Wheeler Investment Counsel Ltd. | 316,643 | $9.58M | 1.05% | +236,064+293.0% | Added |
| Elo Mutual Pension Insurance Co | 116,163 | $9.57M | 0.26% | +4,813+4.3% | Added |
| Focus Financial Network Inc | 114,208 | $9.49M | 0.36% | +114,208 | New |
| Charter Trust Co | 114,774 | $9.46M | 0.70% | +8,365+7.9% | Added |
| Teachers Retirement System of the State of Kentucky | 114,692 | $9.45M | 0.09% | −5,227−4.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 114,457 | $9.43M | 3.20% | +1,565+1.4% | Added |
| Gulf International Bank (UK) Ltd | 113,830 | $9.38M | 0.26% | −12,195−9.7% | Reduced |
| Lido Advisors, LLC | 111,478 | $9.25M | 0.09% | +74,144+198.6% | Added |
| Hudson Valley Investment Advisors Inc | 106,116 | $9.19M | 1.26% | −5,372−4.8% | Reduced |
| LGT Group Foundation | 110,873 | $9.17M | 0.20% | −119,514−51.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 110,480 | $9.10M | 1.64% | +13,720+14.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 110,307 | $9.09M | 1.73% | +106,701+2,959.0% | Added |
| Sonora Investment Management Group, LLC | 110,038 | $9.06M | 0.74% | +5,568+5.3% | Added |
| Private Advisor Group, LLC | 109,846 | $9.05M | 0.07% | −13,517−11.0% | Reduced |
| Nicholas Company, Inc. | 109,340 | $9.01M | 0.16% | −300.0% | Reduced |
| Archon Partners LLC | 109,000 | $8.98M | 1.24% | +109,000 | New |
| Robeco Schweiz AG | 108,958 | $8.98M | 0.15% | −11,208−9.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 108,181 | $8.91M | 0.34% | −168,477−60.9% | Reduced |
| Mercer Global Advisors Inc | 108,063 | $8.90M | 0.03% | −15,086−12.3% | Reduced |
| Logan Capital Management Inc | 107,625 | $8.87M | 0.41% | −9,478−8.1% | Reduced |
| GWM Advisors LLC | 104,322 | $8.78M | 0.08% | +8,317+8.7% | Added |
| Kentucky Retirement Systems | 106,457 | $8.77M | 0.27% | +462+0.4% | Added |
| RPG Investment Advisory, LLC | 106,439 | $8.77M | 1.43% | +2,790+2.7% | Added |
| Wade G W & Inc | 106,314 | $8.76M | 0.28% | −29,575−21.8% | Reduced |
| GAM Holding AG | 105,897 | $8.72M | 0.65% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 105,500 | $8.69M | 0.10% | −34,500−24.6% | Reduced |
| General American Investors Co Inc | 105,000 | $8.65M | 0.71% | +35,000+50.0% | Added |
| Groupama Asset Managment | 209,091 | $8.64M | 0.22% | +209,091 | New |
| Estabrook Capital Management | 104,070 | $8.57M | 1.40% | −1,132−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 103,899 | $8.56M | 0.15% | +979+1.0% | Added |
| Maryland State Retirement & Pension System | 103,409 | $8.52M | 0.18% | +1,100+1.1% | Added |
| Talbot Financial, LLC | 103,380 | $8.52M | 1.28% | +6,601+6.8% | Added |
| Regal Investment Advisors LLC | 102,734 | $8.46M | 0.64% | +109+0.1% | Added |
| Olstein Capital Management, L.P. | 102,000 | $8.40M | 1.42% | +2,000+2.0% | Added |
| Dearborn Partners LLC | 101,962 | $8.40M | 0.31% | −146−0.1% | Reduced |
| Cetera Investment Advisers | 101,716 | $8.38M | 0.07% | −23,845−19.0% | Reduced |
| Marks Group Wealth Management, Inc | 100,899 | $8.31M | 0.95% | −93−0.1% | Reduced |
| Country Club Bank | 100,033 | $8.28M | 0.63% | +26,788+36.6% | Added |
| Synovus Financial Corp | 100,322 | $8.27M | 0.12% | −5,422−5.1% | Reduced |
| Motley Fool Wealth Management, LLC | 99,493 | $8.21M | 0.43% | −1,528−1.5% | Reduced |
| Marco Investment Management LLC | 98,792 | $8.14M | 0.83% | −340.0% | Reduced |
| Trillium Asset Management, LLC | 98,750 | $8.13M | 0.22% | −9,020−8.4% | Reduced |
| Washington Trust Co | 97,958 | $8.07M | 0.32% | −968−1.0% | Reduced |
| Noesis Capital Mangement Corp | 97,694 | $8.05M | 1.90% | −1,820−1.8% | Reduced |
| Pathstone Holdings, LLC | 95,052 | $7.86M | 0.04% | +95,052 | New |
| Mattern Capital Management, LLC | 95,336 | $7.85M | 1.14% | +13,282+16.2% | Added |
| Kestra Private Wealth Services, LLC | 95,318 | $7.85M | 0.20% | +11,162+13.3% | Added |
| Running Oak Capital LLC | 95,137 | $7.84M | 1.54% | +19,493+25.8% | Added |
| GTS Securities LLC | 94,948 | $7.82M | 0.17% | +20,895+28.2% | Added |
| CCLA Investment Management Ltd | 94,495 | $7.78M | 0.13% | +35,596+60.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 93,691 | $7.72M | 1.00% | +45,064+92.7% | Added |
| Tokio Marine Asset Management Co Ltd | 93,397 | $7.69M | 0.42% | +10,018+12.0% | Added |
| Allied Investment Advisors, LLC | 93,138 | $7.67M | 2.09% | +3,554+4.0% | Added |
| Parthenon LLC | 92,873 | $7.65M | 1.06% | −2,650−2.8% | Reduced |
| King Luther Capital Management Corp | 92,736 | $7.64M | 0.04% | −34,237−27.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 92,725 | $7.64M | 0.30% | +28,229+43.8% | Added |
| Kanawha Capital Management LLC | 92,591 | $7.63M | 0.70% | −1,047−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 91,917 | $7.57M | 0.20% | +91,833+109,325.0% | Added |
| Jefferies Financial Group Inc. | 91,858 | $7.57M | 0.12% | +62,174+209.5% | Added |
| Boothbay Fund Management, LLC | 91,743 | $7.56M | 0.28% | −119,321−56.5% | Reduced |
| Mengis Capital Management, Inc. | 90,677 | $7.47M | 1.40% | +3,462+4.0% | Added |
| Cerity Partners LLC | 90,081 | $7.43M | 0.02% | −31,276−25.8% | Reduced |
| JB Capital LLC | 90,053 | $7.42M | 0.55% | +10,177+12.7% | Added |
| Hartford Investment Management Co | 89,652 | $7.39M | 0.28% | −8,837−9.0% | Reduced |
| Capital Analysts, LLC | 89,394 | $7.36M | 0.37% | +1,337+1.5% | Added |
| Quantinno Capital Management LP | 89,338 | $7.36M | 0.26% | +42,757+91.8% | Added |
| Massmutual Trust Co FSB | 88,569 | $7.30M | 0.24% | −10,007−10.2% | Reduced |
| Two Point Capital Management, Inc. | 88,547 | $7.29M | 3.33% | +574+0.7% | Added |
| KCM Investment Advisors LLC | 88,457 | $7.29M | 0.29% | −6,416−6.8% | Reduced |
| Westchester Capital Management, Inc. | 88,264 | $7.27M | 1.96% | −1,124−1.3% | Reduced |
| Parcion Private Wealth LLC | 87,917 | $7.24M | 0.66% | +37,426+74.1% | Added |
| Advocate Group LLC | 87,859 | $7.24M | 1.55% | +7,479+9.3% | Added |
| Atria Wealth Solutions, Inc. | 87,349 | $7.24M | 0.09% | +4,672+5.7% | Added |
| Pacer Advisors, Inc. | 87,836 | $7.24M | 0.02% | −2,182−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,783 | $7.23M | 0.10% | −2,675−3.0% | Reduced |
| Prospera Financial Services Inc | 86,849 | $7.15M | 0.24% | −162−0.2% | Reduced |
| WSFS Capital Management, LLC | 85,843 | $7.07M | 0.44% | +66,235+337.8% | Added |
| Bank of Nova Scotia Trust Co | 84,370 | $6.95M | 0.78% | −3,892−4.4% | Reduced |
| Securian Asset Management, Inc | 84,251 | $6.94M | 0.20% | −11,274−11.8% | Reduced |
| Welch & Forbes LLC | 83,834 | $6.91M | 0.10% | −18,116−17.8% | Reduced |
| Gabelli Funds LLC | 83,290 | $6.86M | 0.05% | −6,300−7.0% | Reduced |
| Graham Capital Management, L.P. | 83,279 | $6.86M | 0.22% | −55,272−39.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 83,168 | $6.85M | 1.96% | +3,179+4.0% | Added |
| Sequoia Financial Advisors, LLC | 82,725 | $6.81M | 0.08% | +16,085+24.1% | Added |
| Anchor Investment Management, LLC | 82,689 | $6.81M | 0.78% | +11,719+16.5% | Added |
| Achmea Investment Management B.V. | 82,113 | $6.76M | 0.14% | 00.0% | Unchanged |
| Sicart Associates LLC | 81,261 | $6.75M | 2.58% | −2,777−3.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 80,489 | $6.69M | 2.96% | −1,055−1.3% | Reduced |
| Value Partners Investments Inc. | 81,353 | $6.68M | 0.53% | +10,020+14.0% | Added |
| Bailard, Inc. | 80,708 | $6.65M | 0.20% | −1,917−2.3% | Reduced |
| Cohen Klingenstein LLC | 80,669 | $6.65M | 0.27% | 00.0% | Unchanged |