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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 54,895 | $4.52M | 0.10% | +36+0.1% | Added |
| Bleakley Financial Group, LLC | 54,803 | $4.51M | 0.14% | −8,246−13.1% | Reduced |
| MainStreet Investment Advisors LLC | 54,799 | $4.51M | 0.51% | −6,047−9.9% | Reduced |
| Portside Wealth Group, LLC | 54,690 | $4.51M | 0.84% | −2,626−4.6% | Reduced |
| Round Hill Asset Management | 54,656 | $4.50M | 2.83% | −330−0.6% | Reduced |
| Metropolitan Life Insurance Co | 54,158 | $4.46M | 0.21% | −917−1.7% | Reduced |
| Independent Advisor Alliance | 54,090 | $4.46M | 0.16% | −2,353−4.2% | Reduced |
| DFPG Investments, LLC | 53,045 | $4.41M | 0.34% | +142+0.3% | Added |
| Metis Global Partners, LLC | 53,418 | $4.40M | 0.18% | −7,849−12.8% | Reduced |
| Siemens Fonds Invest GmbH | 53,242 | $4.39M | 0.36% | +2,633+5.2% | Added |
| Dividend Assets Capital, LLC | 53,075 | $4.37M | 0.86% | −25,248−32.2% | Reduced |
| Prudential PLC | 52,916 | $4.36M | 0.05% | −18,969−26.4% | Reduced |
| Glenview Trust Co | 52,770 | $4.35M | 0.11% | −14,187−21.2% | Reduced |
| Coston, McIsaac & Partners | 51,689 | $4.26M | 1.48% | +2,938+6.0% | Added |
| Cornerstone Advisors, LLC | 51,600 | $4.25M | 0.19% | −5,400−9.5% | Reduced |
| Cetera Advisors LLC | 51,413 | $4.24M | 0.06% | −4,693−8.4% | Reduced |
| Stablepoint Partners, LLC | 51,387 | $4.23M | 1.08% | +51,387 | New |
| Needham Investment Management LLC | 51,041 | $4.20M | 0.53% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50,922 | $4.19M | 0.57% | −6,802−11.8% | Reduced |
| BancorpSouth Bank | 50,826 | $4.19M | 0.34% | −1,072−2.1% | Reduced |
| Apollon Wealth Management, LLC | 50,804 | $4.19M | 0.14% | +15,265+43.0% | Added |
| AMG National Trust Bank | 50,325 | $4.15M | 0.13% | +30,045+148.2% | Added |
| Hancock Whitney Corp | 49,786 | $4.10M | 0.15% | −134,997−73.1% | Reduced |
| Zions Bancorporation, N.A. | 49,677 | $4.09M | 0.28% | +887+1.8% | Added |
| Rench Wealth Management, Inc. | 49,508 | $4.08M | 1.72% | −1,993−3.9% | Reduced |
| Gotham Asset Management, LLC | 49,209 | $4.05M | 0.08% | +29,676+151.9% | Added |
| Alps Advisors Inc | 48,964 | $4.03M | 0.03% | −281,860−85.2% | Reduced |
| Semmax Financial Advisors Inc. | 48,231 | $4.03M | 1.47% | +856+1.8% | Added |
| Smithbridge Asset Management Inc | 48,742 | $4.01M | 0.91% | −1,141−2.3% | Reduced |
| Consolidated Planning Corp | 48,673 | $4.01M | 0.75% | +1,706+3.6% | Added |
| Everett Harris & Co | 48,445 | $3.99M | 0.06% | −1,979−3.9% | Reduced |
| Puzo Michael J | 47,904 | $3.95M | 1.25% | +765+1.6% | Added |
| Great Lakes Advisors, LLC | 47,588 | $3.92M | 0.04% | −76,593−61.7% | Reduced |
| NBC Securities, Inc. | 47,585 | $3.92M | 0.40% | +7,667+19.2% | Added |
| Hedeker Wealth, LLC | 47,512 | $3.91M | 1.24% | −15,180−24.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,401 | $3.90M | 0.27% | +77+0.2% | Added |
| Boston Research & Management Inc | 47,096 | $3.88M | 1.03% | −6,419−12.0% | Reduced |
| Somerset Trust Co | 46,868 | $3.86M | 1.69% | −957−2.0% | Reduced |
| Norinchukin Bank, The | 46,836 | $3.86M | 0.09% | −4,691−9.1% | Reduced |
| Everence Capital Management Inc | 46,820 | $3.86M | 0.28% | −8,790−15.8% | Reduced |
| Romano Brothers and Company | 46,807 | $3.86M | 0.57% | −4,866−9.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 46,706 | $3.85M | 1.28% | +311+0.7% | Added |
| Regions Financial Corp | 46,606 | $3.84M | 0.03% | −10,000−17.7% | Reduced |
| Vinva Investment Management Ltd | 46,384 | $3.84M | 0.27% | +7,074+18.0% | Added |
| Appleton Partners Inc | 46,538 | $3.83M | 0.31% | −1,596−3.3% | Reduced |
| Beech Hill Advisors, Inc. | 46,264 | $3.81M | 1.84% | −1,906−4.0% | Reduced |
| Financial Advisory Partners, LLC | 46,118 | $3.80M | 1.38% | +8,202+21.6% | Added |
| NS Partners Ltd | 45,921 | $3.78M | 0.18% | −915−2.0% | Reduced |
| Compagnie Lombard Odier SCmA | 45,781 | $3.77M | 0.07% | −32−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 45,695 | $3.76M | 1.26% | +1,068+2.4% | Added |
| MAI Capital Management | 45,573 | $3.75M | 0.05% | −2,724−5.6% | Reduced |
| CAPROCK Group, Inc. | 45,235 | $3.75M | 0.24% | −4,008−8.1% | Reduced |
| Arkadios Wealth Advisors | 45,520 | $3.75M | 0.32% | +2,739+6.4% | Added |
| Garland Capital Management Inc | 44,990 | $3.71M | 2.60% | −1,170−2.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 44,651 | $3.68M | 0.70% | −10,250−18.7% | Reduced |
| SFMG, LLC | 44,442 | $3.66M | 0.34% | +2,382+5.7% | Added |
| Snowden Capital Advisors LLC | 44,348 | $3.65M | 0.14% | −3,559−7.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 43,834 | $3.64M | 0.22% | −1,805−4.0% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 44,057 | $3.63M | 2.44% | −2,540−5.5% | Reduced |
| Hall Laurie J Trustee | 43,890 | $3.62M | 1.39% | −950−2.1% | Reduced |
| Principal Securities, Inc. | 43,880 | $3.61M | 0.13% | +43,880 | New |
| Ancora Advisors, LLC | 43,778 | $3.61M | 0.09% | −5,247−10.7% | Reduced |
| First Washington CORP | 43,387 | $3.57M | 1.37% | −4,512−9.4% | Reduced |
| Harrell Investment Partners, LLC | 43,337 | $3.57M | 1.11% | +1,522+3.6% | Added |
| Financial Partners Group, LLC | 43,253 | $3.56M | 1.61% | −29,234−40.3% | Reduced |
| Jupiter Asset Management Ltd | 43,173 | $3.56M | 0.04% | +18,521+75.1% | Added |
| Hanson & Doremus Investment Management | 43,098 | $3.55M | 0.67% | +335+0.8% | Added |
| LMR Partners LLP | 43,058 | $3.55M | 0.09% | +14,287+49.7% | Added |
| Integrated Wealth Concepts LLC | 43,038 | $3.55M | 0.06% | −2,811−6.1% | Reduced |
| RBA Wealth Management, LLC | 42,520 | $3.50M | 1.53% | +330+0.8% | Added |
| Quotient Wealth Partners, LLC | 42,495 | $3.50M | 0.14% | +42,495 | New |
| American National Bank | 42,461 | $3.50M | 0.55% | −42,103−49.8% | Reduced |
| Scissortail Wealth Management, LLC | 39,939 | $3.49M | 1.11% | +39,939 | New |
| Prime Capital Investment Advisors, LLC | 42,360 | $3.49M | 0.05% | +36,212+589.0% | Added |
| Bard Financial Services, Inc. | 41,960 | $3.46M | 0.39% | +9,490+29.2% | Added |
| Ieq Capital, LLC | 41,873 | $3.45M | 0.06% | −21,215−33.6% | Reduced |
| Nomura Holdings Inc | 41,651 | $3.43M | 0.03% | +35,060+531.9% | Added |
| Courier Capital LLC | 41,089 | $3.38M | 0.26% | −384−0.9% | Reduced |
| LVM Capital Management Ltd | 40,879 | $3.37M | 0.43% | −7,335−15.2% | Reduced |
| Stokes Capital Advisors, LLC | 40,791 | $3.36M | 1.06% | −2,746−6.3% | Reduced |
| Farmers National Bank | 40,665 | $3.35M | 1.07% | +418+1.0% | Added |
| Walleye Capital LLC | 40,514 | $3.34M | 0.05% | −14,960−27.0% | Reduced |
| Andra AP-fonden | 40,429 | $3.33M | 0.18% | −1,200−2.9% | Reduced |
| VELA Investment Management, LLC | 40,401 | $3.33M | 1.35% | +5,127+14.5% | Added |
| Horizon Investments, LLC | 40,244 | $3.32M | 0.09% | +6,128+18.0% | Added |
| Sectoral Asset Management Inc | 40,051 | $3.30M | 1.42% | 00.0% | Unchanged |
| Caption Management, LLC | 40,000 | $3.30M | 0.36% | +40,000 | New |
| Oak Asset Management, LLC | 39,941 | $3.29M | 1.31% | −174−0.4% | Reduced |
| Argyle Capital Management Inc. | 39,920 | $3.29M | 1.36% | −7,450−15.7% | Reduced |
| Synergy Financial Management, LLC | 39,888 | $3.29M | 0.59% | +39,888 | New |
| Dai-Ichi Life Insurance Company, Ltd | 39,721 | $3.27M | 0.07% | −10,761−21.3% | Reduced |
| Gilman Hill Asset Management, LLC | 39,207 | $3.23M | 0.61% | −172−0.4% | Reduced |
| Kinloch Capital, LLC | 39,202 | $3.23M | 2.05% | −832−2.1% | Reduced |
| Bridge Creek Capital Management LLC | 39,130 | $3.22M | 1.12% | +72+0.2% | Added |
| Leelyn Smith, LLC | 39,002 | $3.21M | 0.70% | +2,125+5.8% | Added |
| Keene & Associates, Inc. | 38,925 | $3.21M | 2.66% | −364−0.9% | Reduced |
| Park Avenue Securities LLC | 38,923 | $3.21M | 0.04% | −24,954−39.1% | Reduced |
| TCTC Holdings, LLC | 38,917 | $3.21M | 0.12% | +4,320+12.5% | Added |
| GHP Investment Advisors, Inc. | 38,741 | $3.19M | 0.17% | +1,149+3.1% | Added |
| Brady Family Wealth, LLC | 38,687 | $3.19M | 1.09% | −2,106−5.2% | Reduced |