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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 38,508 | $3.17M | 0.07% | +3,047+8.6% | Added |
| TrinityPoint Wealth, LLC | 38,394 | $3.16M | 0.57% | −15,346−28.6% | Reduced |
| Fundamentun, LLC | 38,304 | $3.16M | 0.37% | +2,446+6.8% | Added |
| DLK Investment Management, LLC | 37,860 | $3.12M | 1.42% | +37,860 | New |
| Fiduciary Trust Co | 37,706 | $3.11M | 0.05% | −765−2.0% | Reduced |
| Jacobs & Co | 37,613 | $3.10M | 0.35% | −1,579−4.0% | Reduced |
| Augustine Asset Management Inc | 37,242 | $3.07M | 1.36% | −846−2.2% | Reduced |
| Daymark Wealth Partners, LLC | 37,097 | $3.06M | 0.19% | −5,751−13.4% | Reduced |
| Perkins Coie Trust Co | 36,936 | $3.04M | 0.77% | +27+0.1% | Added |
| Tevis Investment Management | 36,830 | $3.03M | 2.79% | +6,139+20.0% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.02M | 0.05% | +15,375+72.2% | Added |
| Hodges Capital Management Inc. | 36,238 | $2.98M | 0.16% | +9,621+36.1% | Added |
| Pathway Financial Advisers, LLC | 35,996 | $2.97M | 1.13% | −163−0.5% | Reduced |
| Old Second National Bank of Aurora | 35,958 | $2.96M | 0.82% | −2,276−6.0% | Reduced |
| Intact Investment Management Inc. | 35,800 | $2.95M | 0.12% | 00.0% | Unchanged |
| Core Alternative Capital | 35,645 | $2.94M | 0.50% | −4,230−10.6% | Reduced |
| Bank of Nova Scotia | 35,612 | $2.93M | 0.01% | −643−1.8% | Reduced |
| Conning Inc. | 35,108 | $2.89M | 0.10% | +1,490+4.4% | Added |
| Peak Asset Management, LLC | 35,034 | $2.89M | 0.64% | +12,589+56.1% | Added |
| Tudor Investment Corp Et Al | 34,833 | $2.87M | 0.04% | −315,803−90.1% | Reduced |
| Strategic Advisors LLC | 34,744 | $2.86M | 0.54% | −1,536−4.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 34,556 | $2.85M | 0.05% | −29,396−46.0% | Reduced |
| Financial Advisory Service, Inc. | 34,530 | $2.84M | 0.27% | +2,995+9.5% | Added |
| Beach Investment Counsel Inc | 34,525 | $2.84M | 0.35% | −400−1.1% | Reduced |
| FJ Investments, LLC | 34,500 | $2.84M | 0.14% | +34,500 | New |
| Argonautica Private Wealth Management, Inc | 34,413 | $2.83M | 1.16% | +21+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 34,413 | $2.83M | 1.32% | +2,650+8.3% | Added |
| Schwartz Investment Counsel Inc | 34,400 | $2.83M | 0.11% | −280,000−89.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 34,327 | $2.83M | 0.13% | +985+3.0% | Added |
| Exchange Capital Management, Inc. | 34,204 | $2.82M | 0.51% | −687−2.0% | Reduced |
| Liberty One Investment Management, LLC | 34,192 | $2.82M | 0.35% | +2,438+7.7% | Added |
| Mandatum Life Insurance Co Ltd | 34,138 | $2.81M | 1.04% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 33,997 | $2.80M | 0.63% | −5,687−14.3% | Reduced |
| Northwest Investment Counselors, LLC | 33,667 | $2.77M | 0.74% | −366−1.1% | Reduced |
| Aperture Investors, LLC | 33,638 | $2.77M | 0.49% | −38,257−53.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 33,592 | $2.77M | 0.99% | −2,050−5.8% | Reduced |
| Ami Investment Management Inc | 33,448 | $2.76M | 1.12% | +3,951+13.4% | Added |
| Broderick Brian C | 33,408 | $2.75M | 0.69% | −225−0.7% | Reduced |
| Ossiam | 33,301 | $2.74M | 0.04% | −12,459−27.2% | Reduced |
| Bayesian Capital Management, LP | 33,278 | $2.74M | 0.29% | −69,100−67.5% | Reduced |
| Parsons Capital Management Inc | 33,238 | $2.74M | 0.20% | +11,843+55.4% | Added |
| Vident Advisory, LLC | 33,201 | $2.74M | 0.07% | −722−2.1% | Reduced |
| Community Trust & Investment Co | 33,076 | $2.72M | 0.21% | −218−0.7% | Reduced |
| Columbia Asset Management | 32,940 | $2.71M | 0.56% | +3,103+10.4% | Added |
| Savant Capital, LLC | 32,796 | $2.70M | 0.03% | −217−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 32,694 | $2.69M | 1.35% | −31,886−49.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 32,419 | $2.67M | 0.44% | −3,268−9.2% | Reduced |
| Mutual Advisors, LLC | 32,187 | $2.65M | 0.09% | +4,331+15.5% | Added |
| National Asset Management, Inc. | 31,676 | $2.63M | 0.07% | −8,792−21.7% | Reduced |
| Plimoth Trust Co LLC | 31,628 | $2.61M | 0.75% | −800−2.5% | Reduced |
| Shorepoint Capital Partners LLC | 31,312 | $2.58M | 0.69% | +4,983+18.9% | Added |
| Slagle Financial, LLC | 62,372 | $2.58M | 1.48% | +31,930+104.9% | Added |
| Investment Management Corp of Ontario | 31,096 | $2.56M | 0.06% | −1,552−4.8% | Reduced |
| CenterBook Partners LP | 31,076 | $2.56M | 0.31% | +12,903+71.0% | Added |
| Morton Community Bank | 31,060 | $2.56M | 0.84% | +31,060 | New |
| NovaPoint Capital, LLC | 31,053 | $2.56M | 0.95% | −1,580−4.8% | Reduced |
| Atom Investors LP | 30,526 | $2.51M | 0.44% | +30,526 | New |
| Sound View Wealth Advisors Group, LLC | 30,420 | $2.51M | 0.28% | +432+1.4% | Added |
| Public Sector Pension Investment Board | 30,354 | $2.50M | 0.02% | −112,236−78.7% | Reduced |
| Fulton Bank, N.A. | 30,313 | $2.50M | 0.11% | −639−2.1% | Reduced |
| Fayez Sarofim & Co | 29,362 | $2.50M | 0.01% | −19,800−40.3% | Reduced |
| IFG Advisory, LLC | 30,267 | $2.49M | 0.18% | +4,771+18.7% | Added |
| Leo Wealth, LLC | 29,851 | $2.47M | 0.26% | +29,851 | New |
| Uncommon Cents Investing LLC | 29,929 | $2.47M | 0.82% | −195−0.6% | Reduced |
| Moloney Securities Asset Management, LLC | 29,909 | $2.46M | 0.39% | +1,680+6.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 29,765 | $2.45M | 2.34% | −650−2.1% | Reduced |
| Claret Asset Management Corp | 29,706 | $2.45M | 0.44% | −1,225−4.0% | Reduced |
| Garrett Investment Advisors LLC | 29,701 | $2.45M | 0.34% | +3,020+11.3% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.45M | 0.11% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 29,552 | $2.43M | 0.46% | 00.0% | Unchanged |
| Ostrum Asset Management | 29,475 | $2.43M | 0.21% | +16,394+125.3% | Added |
| Paradigm Asset Management Co LLC | 29,400 | $2.42M | 0.64% | −900−3.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 29,335 | $2.42M | 1.00% | −224−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 29,206 | $2.41M | 0.13% | −144−0.5% | Reduced |
| Evexia Wealth LLC | 27,438 | $2.40M | 1.02% | +458+1.7% | Added |
| Phoenix Wealth Advisors | 29,016 | $2.40M | 1.67% | −2,176−7.0% | Reduced |
| Wedbush Securities Inc | 29,127 | $2.40M | 0.11% | −1,261−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 28,852 | $2.40M | 0.23% | −117−0.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,015 | $2.39M | 1.91% | −2,600−8.2% | Reduced |
| First American Bank | 28,977 | $2.39M | 0.20% | −10,196−26.0% | Reduced |
| West Michigan Advisors, LLC | 28,967 | $2.39M | 0.90% | +6,135+26.9% | Added |
| JNBA Financial Advisors | 28,960 | $2.39M | 0.27% | +252+0.9% | Added |
| Miracle Mile Advisors, LLC | 28,946 | $2.38M | 0.07% | −59,735−67.4% | Reduced |
| Gold Investment Management Ltd. | 28,765 | $2.37M | 1.01% | +28,765 | New |
| SYSTM Wealth Solutions LLC | 28,600 | $2.37M | 0.33% | +625+2.2% | Added |
| Concentric Wealth Management, LLC | 28,693 | $2.36M | 0.69% | +2,280+8.6% | Added |
| Fred Alger Management, LLC | 28,578 | $2.35M | 0.01% | +1,319+4.8% | Added |
| Maxwell Wealth Strategies Inc. | 28,530 | $2.35M | 1.54% | +28,530 | New |
| Boston Family Office LLC | 28,519 | $2.35M | 0.18% | +4,516+18.8% | Added |
| Palouse Capital Management, Inc. | 28,238 | $2.33M | 1.64% | −888−3.0% | Reduced |
| Vestcor Inc | 28,056 | $2.31M | 0.08% | −303−1.1% | Reduced |
| Advisors Management Group Inc | 27,957 | $2.30M | 0.63% | +1,672+6.4% | Added |
| Acadian Asset Management LLC | 27,899 | $2.30M | 0.01% | +6,529+30.6% | Added |
| Stonegate Investment Group, LLC | 27,870 | $2.30M | 0.08% | +1,225+4.6% | Added |
| 180 Wealth Advisors, LLC | 27,646 | $2.29M | 0.46% | +1,281+4.9% | Added |
| Farther Finance Advisors, LLC | 27,498 | $2.27M | 0.16% | +19,484+243.1% | Added |
| Granite Group Advisors, LLC | 26,490 | $2.26M | 1.60% | +26,490 | New |
| Simplify Asset Management Inc. | 27,456 | $2.26M | 0.35% | −2,010−6.8% | Reduced |
| Intrua Financial, LLC | 27,291 | $2.25M | 0.35% | −6,290−18.7% | Reduced |
| New Millennium Group LLC | 27,287 | $2.25M | 1.99% | +27,265+123,931.8% | Added |