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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, Q1 2024

Institutional positions in Medtronic plc as of Mar 31, 2024. 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
2,084
+28 vs. Q4 2023
Shares held
1.10B
+9.86M (+0.9%) vs. Q4 2023
Total value
$95.6B
+$6.01B (+6.7%) vs. Q4 2023
New holders
177
938 more added
Sold out
149
730 more reduced

30 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 2,084 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ1 2024: $95.6B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2023.

Institutions holding MDT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Koesten, Hirschmann & Crabtree, INC.1$1230.00%00.0%Unchanged
Wiser Advisor Group LLC2$1770.00%00.0%Unchanged
ClariVest Asset Management LLC3$2610.00%+3New
Riggs Asset Managment Co. Inc.3$2620.00%+3New
Cedar Wealth Management, LLC7$6100.00%00.0%Unchanged
Lowe Wealth Advisors, LLC9$7840.00%00.0%Unchanged
West Paces Advisors Inc.10$8720.00%−519−98.1%Reduced
Bradley & Co. Private Wealth Management, LLC10$8720.00%00.0%Unchanged
Evolution Advisers, Inc.10$1.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC17$1.48K0.00%−62,083−100.0%Reduced
USA Financial Portformulas Corp17$1.48K0.00%+17New
True Wealth Design, LLC22$1.92K0.00%+9+69.2%Added
Granite FO LLC23$2.03K0.00%+23New
Versant Capital Management, Inc24$2.09K0.00%00.0%Unchanged
Northwest Capital Management Inc28$2.44K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC28$2.44K0.00%+28New
Pacific Capital Wealth Advisors, Inc30$2.62K0.00%00.0%Unchanged
Aspect Partners, LLC30$2.62K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC30$2.62K0.00%+30New
Valued Wealth Advisors LLC31$2.72K0.00%−45−59.2%Reduced
Kozak & Associates, Inc.32$2.74K0.00%−326−91.1%Reduced
POM Investment Strategies, LLC33$2.88K0.00%00.0%Unchanged
Covestor Ltd29$3.00K0.00%+3+11.5%Added
Fairman Group, LLC36$3.16K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$3.23K0.00%00.0%Unchanged
Clarity Asset Management, Inc.38$3.31K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC40$3.49K0.00%00.0%Unchanged
Pineridge Advisors LLC44$3.83K0.00%+19+76.0%Added
Oliver Lagore Vanvalin Investment Group46$4.01K0.00%+22+91.7%Added
BOK Financial Private Wealth, Inc.47$4.13K0.00%−470−90.9%Reduced
WFA Asset Management Corp50$4.36K0.00%−200−80.0%Reduced
Dixon Mitchell Investment Counsel Inc.50$4.39K0.00%+50New
DiNuzzo Private Wealth, Inc.54$4.71K0.00%+6+12.5%Added
Anfield Capital Management, LLC56$4.88K0.00%+56New
Stone House Investment Management, LLC60$5.23K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC60$5.26K0.00%−10,183−99.4%Reduced
Spotlight Asset Group, Inc.65$5.67K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC66$5.75K0.00%+50+312.5%Added
Sugarloaf Wealth Management, LLC72$6.26K0.00%+1+1.4%Added
Blue Bell Private Wealth Management, LLC74$6.45K0.00%+3+4.2%Added
Y.D. More Investments Ltd75$6.54K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.75$6.54K0.00%00.0%Unchanged
Avion Wealth75$7.00K0.00%−97−56.4%Reduced
Horizon Bancorp Inc82$7.00K0.00%00.0%Unchanged
Gs Investments, Inc.82$7.15K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC82$7.15K0.00%−160−66.1%Reduced
Naples Money Management LLC84$7.32K0.01%00.0%Unchanged
Private Wealth Management Group, LLC84$7.32K0.00%00.0%Unchanged
Caitlin John, LLC87$7.62K0.01%00.0%Unchanged
Country Trust Bank89$7.76K0.00%+73+456.3%Added
C M Bidwell & Associates Ltd91$7.93K0.01%00.0%Unchanged
Global Financial Private Client, LLC92$8.01K0.00%00.0%Unchanged
Global Wealth Strategies & Associates92$8.02K0.00%00.0%Unchanged
Halpern Financial, Inc.95$8.07K0.00%00.0%Unchanged
Atticus Wealth Management, LLC98$8.54K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$8.71K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC100$8.78K0.00%+100New
Penserra Capital Management LLC108$9.00K0.00%−6,048−98.2%Reduced
Investment Research & Advisory Group, Inc.109$9.50K0.00%00.0%Unchanged
Mascoma Wealth Management LLC110$9.59K0.00%00.0%Unchanged
PFS Partners, LLC111$9.66K0.01%+1+0.9%Added
Transcendent Capital Group LLC115$10.0K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC124$10.8K0.01%−200−61.7%Reduced
IAG Wealth Partners, LLC126$11.0K0.00%+1+0.8%Added
Grayhawk Investment Strategies Inc.127$11.1K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.128$11.2K0.01%+119+1,322.2%Added
Old Point Trust & Financial Services N A129$11.2K0.00%00.0%Unchanged
Paladin Advisory Group, LLC132$11.5K0.01%00.0%Unchanged
Baldwin Brothers Inc132$11.5K0.00%−2,325−94.6%Reduced
Main Street Group, LTD135$11.8K0.01%+47+53.4%Added
Keener Financial Planning LLC130$12.0K0.01%+130New
Stephens Consulting, LLC140$12.2K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC144$12.6K0.00%−480−76.9%Reduced
Creekmur Asset Management LLC145$12.6K0.00%+29+25.0%Added
FSC Wealth Advisors, LLC147$12.8K0.01%−1−0.7%Reduced
Tyler-Stone Wealth Management148$12.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$13.0K0.00%+50+50.0%Added
Red Tortoise LLC162$14.1K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC170$14.8K0.00%00.0%Unchanged
Retirement Group, LLC171$14.9K0.01%+143+510.7%Added
REAP Financial Group, LLC174$15.2K0.00%−1,026−85.5%Reduced
Security National Bank179$15.6K0.00%+79+79.0%Added
HBC Financial Services, PLLC210$16.0K0.01%+3+1.4%Added
Kiely Wealth Advisory Group, Inc.200$16.1K0.01%00.0%Unchanged
Avalon Trust Co200$17.4K0.00%00.0%Unchanged
ESL Trust Services, LLC200$17.4K0.00%+200New
Clear Point Advisors Inc.205$17.9K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.206$18.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC213$18.6K0.01%00.0%Unchanged
Lummis Asset Management, LP213$18.6K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.215$18.7K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC217$18.9K0.00%00.0%Unchanged
Fortis Group Advisors, LLC230$20.0K0.00%−230−50.0%Reduced
JCIC Asset Management Inc.235$20.5K0.01%00.0%Unchanged
Cornerstone Planning Group LLC263$21.4K0.01%−20−7.1%Reduced
RFP Financial Group LLC246$21.4K0.01%+59+31.6%Added
Richardson Financial Services Inc.253$22.0K0.02%+253New
SJS Investment Consulting Inc.257$22.4K0.00%−232−47.4%Reduced
Abound Wealth Management258$22.5K0.01%−84−24.6%Reduced
Godsey & Gibb Associates261$22.7K0.00%−239−47.8%Reduced