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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 27,246 | $2.24M | 0.06% | +3,557+15.0% | Added |
| HBW Advisory Services LLC | 27,226 | $2.24M | 0.42% | +1,576+6.1% | Added |
| Berger Financial Group, Inc | 27,170 | $2.24M | 0.23% | −16,869−38.3% | Reduced |
| Concurrent Investment Advisors, LLC | 27,145 | $2.24M | 0.11% | +27,145 | New |
| Caliber Wealth Management, LLC | 27,045 | $2.23M | 1.31% | +1,378+5.4% | Added |
| Bradley Foster & Sargent Inc | 27,031 | $2.23M | 0.04% | +6,906+34.3% | Added |
| Lynx Capital Group Ltd | 26,950 | $2.22M | 1.65% | +26,950 | New |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.20M | 0.28% | 00.0% | Unchanged |
| Notis-McConarty Edward | 26,686 | $2.20M | 0.88% | +260+1.0% | Added |
| Wambolt & Associates, LLC | 26,684 | $2.20M | 0.72% | +4,365+19.6% | Added |
| Oak Associates, Ltd | 26,676 | $2.20M | 0.17% | −1,526−5.4% | Reduced |
| Garrison Asset Management, LLC | 26,629 | $2.19M | 1.21% | −369−1.4% | Reduced |
| FDx Advisors, Inc. | 26,610 | $2.19M | 0.17% | −1,670−5.9% | Reduced |
| Evercore Wealth Management, LLC | 26,569 | $2.19M | 0.04% | −1,159−4.2% | Reduced |
| Moreno Evelyn V | 26,534 | $2.19M | 1.03% | −46,546−63.7% | Reduced |
| Empire Financial Management Company, LLC | 26,472 | $2.18M | 0.85% | +245+0.9% | Added |
| Eqis Capital Management, Inc. | 26,472 | $2.18M | 0.18% | −1,648−5.9% | Reduced |
| Argent Advisors, Inc. | 26,321 | $2.17M | 0.95% | +434+1.7% | Added |
| Webster Bank, N. A. | 26,302 | $2.17M | 0.27% | +5,252+25.0% | Added |
| Valtinson Bruner Financial Planning LLC | 26,224 | $2.16M | 1.11% | +3,210+13.9% | Added |
| Petredis Investment Advisors LLC | 26,207 | $2.16M | 0.28% | +26,207 | New |
| EFG Asset Management (North America) Corp. | 26,166 | $2.16M | 0.41% | +14,295+120.4% | Added |
| Pettyjohn, Wood & White, Inc | 26,167 | $2.16M | 0.47% | −5,846−18.3% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.16M | 0.31% | 00.0% | Unchanged |
| Delta Capital Management LLC | 26,165 | $2.15M | 1.50% | −265−1.0% | Reduced |
| Old North State Wealth Management, LLC | 26,102 | $2.15M | 1.59% | +2,010+8.3% | Added |
| Berry Wealth Group, LP | 26,012 | $2.14M | 1.97% | +26,012 | New |
| We Are One Seven, LLC | 25,862 | $2.13M | 0.12% | −928−3.5% | Reduced |
| Catalyst Capital Advisors LLC | 25,800 | $2.13M | 0.06% | +3,737+16.9% | Added |
| NEOS Investment Management LLC | 25,704 | $2.12M | 0.20% | +12,279+91.5% | Added |
| Axxcess Wealth Management, LLC | 25,342 | $2.09M | 0.06% | +3,690+17.0% | Added |
| Veriti Management LLC | 25,277 | $2.08M | 0.19% | −1,893−7.0% | Reduced |
| Arete Wealth Advisors, LLC | 25,276 | $2.08M | 0.16% | +1,425+6.0% | Added |
| Banco de Sabadell, S.A | 25,255 | $2.08M | 1.58% | +966+4.0% | Added |
| Robinson Value Management, Ltd. | 25,115 | $2.07M | 1.36% | 00.0% | Unchanged |
| United Fire Group Inc | 25,000 | $2.06M | 3.74% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 24,780 | $2.06M | 0.16% | −711−2.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 24,865 | $2.05M | 1.49% | +550+2.3% | Added |
| Econ Financial Services Corp | 24,779 | $2.04M | 1.44% | +805+3.4% | Added |
| First Citizens Bank & Trust Co | 24,514 | $2.02M | 0.04% | +24,514 | New |
| Legacy Advisors, LLC | 24,069 | $2.00M | 0.26% | −5,032−17.3% | Reduced |
| Dynamic Advisor Solutions LLC | 23,533 | $1.99M | 0.07% | +867+3.8% | Added |
| Manhattan West Asset Management, LLC | 24,158 | $1.99M | 0.56% | +10,458+76.3% | Added |
| Alpha DNA Investment Management LLC | 24,089 | $1.98M | 1.18% | +11,754+95.3% | Added |
| Citadel Investment Advisory, Inc. | 24,060 | $1.98M | 1.22% | −100.0% | Reduced |
| Global Retirement Partners, LLC | 22,856 | $1.98M | 0.08% | −1,264−5.2% | Reduced |
| Spinnaker Trust | 23,972 | $1.97M | 0.13% | −12−0.1% | Reduced |
| Freestone Capital Holdings, LLC | 23,642 | $1.95M | 0.09% | −19,344−45.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 23,428 | $1.93M | 0.65% | +612+2.7% | Added |
| Ingalls & Snyder LLC | 23,431 | $1.93M | 0.09% | −390−1.6% | Reduced |
| HBK Sorce Advisory LLC | 23,386 | $1.93M | 0.07% | +2,055+9.6% | Added |
| Greenline Partners, LLC | 23,304 | $1.92M | 0.32% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 23,282 | $1.92M | 0.73% | +11,171+92.2% | Added |
| Cubic Asset Management, LLC | 23,278 | $1.92M | 0.49% | −1,760−7.0% | Reduced |
| Stonebrook Private Inc. | 23,262 | $1.92M | 0.64% | +23,262 | New |
| Desjardins Global Asset Management Inc. | 23,232 | $1.91M | 0.21% | −1,051−4.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,156 | $1.91M | 0.07% | −4,842−17.3% | Reduced |
| Koss-Olinger Consulting, LLC | 22,969 | $1.89M | 0.19% | −299−1.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 22,962 | $1.89M | 0.72% | −16,758−42.2% | Reduced |
| Allworth Financial LP | 22,952 | $1.89M | 0.01% | +3,933+20.7% | Added |
| Cannell Peter B & Co Inc | 22,800 | $1.88M | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 22,764 | $1.88M | 0.08% | +2,332+11.4% | Added |
| Harfst & Associates, Inc. | 22,761 | $1.88M | 0.49% | −668−2.9% | Reduced |
| First Hawaiian Bank | 22,738 | $1.87M | 0.06% | −3,473−13.3% | Reduced |
| Hengehold Capital Management LLC | 22,730 | $1.87M | 0.22% | −436−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,709 | $1.87M | 0.12% | −4,321−16.0% | Reduced |
| Wahed Invest LLC | 22,688 | $1.87M | 0.52% | +1,827+8.8% | Added |
| Cordatus Wealth Management LLC | 22,676 | $1.87M | 1.55% | −3,506−13.4% | Reduced |
| Richelieu Gestion PLC | 22,485 | $1.85M | 1.66% | −9,417−29.5% | Reduced |
| Cary Street Partners Asset Management LLC | 22,402 | $1.85M | 0.32% | −95−0.4% | Reduced |
| UBS Oconnor LLC | 22,328 | $1.84M | 0.06% | −37,468−62.7% | Reduced |
| Voya Financial Advisors, Inc. | 22,200 | $1.84M | 0.22% | +5,084+29.7% | Added |
| Wesbanco Bank Inc | 22,222 | $1.83M | 0.10% | −5,445−19.7% | Reduced |
| Platform Technology Partners | 21,451 | $1.82M | 0.71% | +8,430+64.7% | Added |
| Arnhold LLC | 22,140 | $1.82M | 0.20% | +8,000+56.6% | Added |
| Autumn Glory Partners, LLC | 21,968 | $1.81M | 1.03% | +992+4.7% | Added |
| RFG Advisory, LLC | 21,942 | $1.81M | 0.07% | −8,154−27.1% | Reduced |
| Northcape Wealth Management, LLC | 21,930 | $1.81M | 0.65% | +2,586+13.4% | Added |
| Quadcap Wealth Management, LLC | 21,879 | $1.80M | 0.47% | +21,879 | New |
| Bank Ozk | 21,854 | $1.80M | 0.88% | −4,312−16.5% | Reduced |
| Strategy Asset Managers LLC | 21,831 | $1.80M | 0.43% | −12,394−36.2% | Reduced |
| Point72 Middle East FZE | 21,764 | $1.79M | 0.12% | +21,764 | New |
| Kidder Stephen W | 21,755 | $1.79M | 0.58% | −2,305−9.6% | Reduced |
| Equitable Holdings, Inc. | 21,749 | $1.79M | 0.02% | +6,577+43.3% | Added |
| Mattern Wealth Management LLC | 21,635 | $1.78M | 0.46% | −667−3.0% | Reduced |
| Sawyer & Company, Inc | 21,589 | $1.78M | 0.78% | −684−3.1% | Reduced |
| Sumitomo Life Insurance Co | 21,535 | $1.77M | 0.06% | −1,097−4.8% | Reduced |
| Nations Financial Group Inc, | 21,516 | $1.77M | 0.16% | −4,224−16.4% | Reduced |
| Flputnam Investment Management Co | 21,462 | $1.77M | 0.04% | −13,082−37.9% | Reduced |
| SevenBridge Financial Group, LLC | 21,453 | $1.77M | 0.42% | −328−1.5% | Reduced |
| Money Concepts Capital Corp | 21,437 | $1.77M | 0.16% | +1,002+4.9% | Added |
| Drexel Morgan & Co. | 21,326 | $1.76M | 0.41% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 21,273 | $1.75M | 0.84% | −381−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 21,083 | $1.74M | 0.07% | −2,521−10.7% | Reduced |
| Umb Bank N A | 21,072 | $1.74M | 0.03% | −2,333−10.0% | Reduced |
| Bristlecone Advisors, LLC | 21,026 | $1.73M | 0.18% | −1,455−6.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,919 | $1.72M | 0.52% | −260−1.2% | Reduced |
| Cypress Asset Management Inc | 20,816 | $1.71M | 0.52% | −2,363−10.2% | Reduced |
| TrueMark Investments, LLC | 20,706 | $1.71M | 1.70% | +20,706 | New |
| NBT Bank N A | 20,689 | $1.70M | 0.13% | +2,647+14.7% | Added |