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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 80,467 | $6.63M | 0.24% | −22,660−22.0% | Reduced |
| Louisiana State Employees Retirement System | 80,400 | $6.62M | 0.14% | −2,100−2.5% | Reduced |
| Channing Capital Management, LLC | 80,251 | $6.61M | 0.20% | +5,532+7.4% | Added |
| Sivik Global Healthcare LLC | 80,000 | $6.59M | 2.75% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 79,519 | $6.55M | 0.77% | +79,519 | New |
| Cheviot Value Management, LLC | 78,913 | $6.55M | 1.41% | +10,318+15.0% | Added |
| FineMark National Bank & Trust | 79,367 | $6.54M | 0.27% | −9,056−10.2% | Reduced |
| Brookstone Capital Management | 79,150 | $6.52M | 0.13% | +4,609+6.2% | Added |
| Hikari Power Ltd | 79,060 | $6.51M | 0.62% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 78,976 | $6.51M | 0.41% | −6,925−8.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 78,899 | $6.50M | 0.97% | +5,648+7.7% | Added |
| Azimuth Capital Investment Management LLC | 78,836 | $6.49M | 0.29% | +25,159+46.9% | Added |
| JGP Wealth Management, LLC | 78,653 | $6.48M | 0.96% | +3,567+4.8% | Added |
| TCW Group Inc | 78,425 | $6.47M | 0.07% | +2,869+3.8% | Added |
| Cullinan Associates Inc | 78,248 | $6.45M | 0.36% | −48,917−38.5% | Reduced |
| Somerville Kurt F | 77,279 | $6.37M | 1.20% | +9,865+14.6% | Added |
| Ally Financial Inc. | 77,000 | $6.34M | 0.83% | +14,000+22.2% | Added |
| Heritage Investors Management Corp | 76,666 | $6.32M | 0.24% | +6,235+8.9% | Added |
| Murphy Pohlad Asset Management LLC | 76,505 | $6.30M | 2.61% | +2,508+3.4% | Added |
| Vance Wealth, Inc. | 76,418 | $6.30M | 2.73% | +19,473+34.2% | Added |
| Valley National Advisers Inc | 75,857 | $6.25M | 0.99% | +3,097+4.3% | Added |
| Tufton Capital Management | 75,715 | $6.24M | 1.31% | −3,150−4.0% | Reduced |
| Goelzer Investment Management, Inc. | 74,654 | $6.15M | 0.40% | +26,087+53.7% | Added |
| WealthBridge Investment Counsel Inc. | 74,470 | $6.13M | 2.45% | −2,500−3.2% | Reduced |
| HRT Financial LP | 72,772 | $5.99M | 0.04% | +11,198+18.2% | Added |
| Great Valley Advisor Group, Inc. | 72,735 | $5.99M | 0.21% | −5,445−7.0% | Reduced |
| First Nebraska Trust Co | 72,714 | $5.99M | 0.69% | −1,180−1.6% | Reduced |
| Silicon Valley Capital Partners | 72,470 | $5.97M | 1.00% | +6,162+9.3% | Added |
| Soltis Investment Advisors LLC | 71,984 | $5.93M | 0.67% | −94−0.1% | Reduced |
| United Asset Strategies, Inc. | 71,914 | $5.92M | 0.67% | −13,333−15.6% | Reduced |
| AustralianSuper Pty Ltd | 71,645 | $5.90M | 0.04% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 71,632 | $5.90M | 0.61% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 70,875 | $5.84M | 1.85% | +13,738+24.0% | Added |
| Ledyard National Bank | 70,740 | $5.83M | 0.60% | +3,918+5.9% | Added |
| Naples Global Advisors, LLC | 70,068 | $5.82M | 0.64% | +601+0.9% | Added |
| Benedict Financial Advisors Inc | 70,329 | $5.79M | 1.58% | +358+0.5% | Added |
| St Germain D J Co Inc | 70,059 | $5.77M | 0.30% | +39,170+126.8% | Added |
| Sculptor Capital LP | 70,000 | $5.77M | 0.15% | +70,000 | New |
| New Mexico Educational Retirement Board | 69,187 | $5.70M | 0.22% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 68,793 | $5.67M | 1.06% | +1,620+2.4% | Added |
| Advisory Services Network, LLC | 68,628 | $5.65M | 0.14% | +5,718+9.1% | Added |
| Cullen Investment Group, Ltd. | 68,196 | $5.62M | 0.98% | +68,196 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 68,099 | $5.61M | 0.49% | +755+1.1% | Added |
| Banque Cantonale Vaudoise | 67,961 | $5.59M | 0.24% | −22,511−24.9% | Reduced |
| Trust Co of Vermont | 67,755 | $5.58M | 0.37% | −5,303−7.3% | Reduced |
| Kingsview Wealth Management, LLC | 67,687 | $5.58M | 0.17% | +11,552+20.6% | Added |
| Martin Capital Partners, LLC | 67,647 | $5.57M | 2.27% | −3,916−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 67,575 | $5.57M | 0.06% | +10,301+18.0% | Added |
| Berkshire Asset Management LLC | 67,495 | $5.56M | 0.32% | −3,938−5.5% | Reduced |
| Toroso Investments, LLC | 67,328 | $5.55M | 0.13% | −4,161−5.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,063 | $5.53M | 1.61% | +2,287+3.5% | Added |
| Financial & Tax Architects, LLC | 66,893 | $5.51M | 1.63% | +1,553+2.4% | Added |
| HB Wealth Management, LLC | 66,371 | $5.47M | 0.08% | −4,665−6.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65,957 | $5.43M | 0.01% | +11,718+21.6% | Added |
| Addenda Capital Inc. | 65,329 | $5.43M | 0.21% | −67−0.1% | Reduced |
| McCollum Christoferson Group LLC | 65,130 | $5.37M | 1.62% | −2,498−3.7% | Reduced |
| Monarch Capital Management Inc | 64,123 | $5.31M | 1.61% | −994−1.5% | Reduced |
| Linscomb & Williams, Inc. | 64,378 | $5.30M | 0.29% | −1,597−2.4% | Reduced |
| Stamos Capital Partners, L.P. | 63,870 | $5.26M | 1.43% | +16,140+33.8% | Added |
| Brinker Capital Investments, LLC | 60,682 | $5.25M | 0.06% | −19,838−24.6% | Reduced |
| Orion Portfolio Solutions, LLC | 60,682 | $5.25M | 0.06% | −19,838−24.6% | Reduced |
| HTLF Bank | 63,285 | $5.21M | 0.61% | +63,285 | New |
| Wealthfront Advisers LLC | 62,678 | $5.16M | 0.02% | −26,556−29.8% | Reduced |
| Sit Investment Associates Inc | 62,585 | $5.16M | 0.13% | −46,490−42.6% | Reduced |
| Cardinal Capital Management | 61,816 | $5.13M | 0.97% | +266+0.4% | Added |
| Bogart Wealth, LLC | 62,224 | $5.13M | 0.29% | −649−1.0% | Reduced |
| Providence Capital Advisors, LLC | 62,100 | $5.12M | 1.23% | +6,600+11.9% | Added |
| Laffer Tengler Investments | 61,801 | $5.09M | 1.35% | +1,006+1.7% | Added |
| Valicenti Advisory Services Inc | 61,789 | $5.09M | 1.55% | −5,009−7.5% | Reduced |
| Hennessy Advisors Inc | 61,600 | $5.07M | 0.26% | +61,600 | New |
| Transcend Wealth Collective, LLC | 61,570 | $5.07M | 0.45% | +3,304+5.7% | Added |
| Inlet Private Wealth, LLC | 60,884 | $5.02M | 1.54% | −1,400−2.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 60,118 | $4.95M | 0.61% | +12,042+25.0% | Added |
| Stratos Wealth Partners, LTD. | 59,691 | $4.92M | 0.09% | −3,956−6.2% | Reduced |
| Geneos Wealth Management Inc. | 59,534 | $4.90M | 0.24% | −17,131−22.3% | Reduced |
| Corbyn Investment Management Inc | 59,392 | $4.89M | 2.30% | −3,022−4.8% | Reduced |
| Kesler, Norman & Wride, LLC | 59,161 | $4.87M | 1.12% | +872+1.5% | Added |
| Advanced Asset Management Advisors Inc | 59,115 | $4.87M | 1.16% | +150.0% | Added |
| Palisade Asset Management, LLC | 59,091 | $4.87M | 0.53% | +636+1.1% | Added |
| Highland Capital Management, LLC | 58,539 | $4.82M | 0.30% | +58,539 | New |
| Sawtooth Solutions, LLC | 58,533 | $4.82M | 0.13% | −7,801−11.8% | Reduced |
| LaFleur & Godfrey LLC | 58,273 | $4.80M | 0.72% | −13,971−19.3% | Reduced |
| Compass Wealth Management LLC | 58,159 | $4.79M | 1.34% | +4,158+7.7% | Added |
| Beacon Pointe Advisors, LLC | 58,103 | $4.79M | 0.06% | −90,707−61.0% | Reduced |
| Azzad Asset Management Inc | 57,815 | $4.76M | 0.60% | +9,774+20.3% | Added |
| JustInvest LLC | 57,678 | $4.75M | 0.12% | −7,268−11.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,536 | $4.74M | 0.94% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 57,406 | $4.73M | 1.16% | −1,351−2.3% | Reduced |
| Argent Trust Co | 57,316 | $4.72M | 0.23% | +3,269+6.0% | Added |
| Level Four Advisory Services, LLC | 57,112 | $4.70M | 0.26% | −2,478−4.2% | Reduced |
| Credit Agricole S A | 56,582 | $4.66M | 0.10% | −49,490−46.7% | Reduced |
| Colony Group, LLC | 56,496 | $4.65M | 0.06% | +56,496 | New |
| Assenagon Asset Management S.A. | 56,200 | $4.63M | 0.01% | −220−0.4% | Reduced |
| Asio Capital, LLC | 56,111 | $4.62M | 1.08% | +14,133+33.7% | Added |
| Oxbow Advisors, LLC | 55,964 | $4.61M | 0.70% | −1,155−2.0% | Reduced |
| Tower Bridge Advisors | 55,761 | $4.59M | 0.40% | −4,315−7.2% | Reduced |
| Farmers Trust Co | 55,631 | $4.58M | 0.96% | +55,631 | New |
| Citadel Advisors LLC | 55,365 | $4.56M | 0.00% | −432,058−88.6% | Reduced |
| Headinvest, LLC | 55,312 | $4.56M | 0.95% | −230.0% | Reduced |
| ProVise Management Group, LLC | 55,214 | $4.55M | 0.39% | +15,923+40.5% | Added |