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
- 2,083
- +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
- 937 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coastline Trust Co | 10,810 | $942.1K | 0.11% | −240−2.2% | Reduced |
| First Foundation Advisors | 10,816 | $942.6K | 0.04% | −575−5.0% | Reduced |
| Capital Investment Advisors, LLC | 10,823 | $943.2K | 0.02% | −1,222−10.1% | Reduced |
| Lake Street Financial LLC | 10,894 | $949.4K | 0.13% | −3,739−25.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,843 | $950.7K | 0.13% | +7,591+233.4% | Added |
| Lantern Wealth Advisors, LLC | 10,938 | $953.2K | 0.67% | +223+2.1% | Added |
| River Street Advisors LLC | 10,979 | $956.8K | 0.65% | +2,304+26.6% | Added |
| Dumont & Blake Investment Advisors LLC | 11,018 | $960.2K | 0.28% | −377−3.3% | Reduced |
| Cito Capital Group, LLC | 11,038 | $968.0K | 0.40% | +50+0.5% | Added |
| Central Trust Co | 11,110 | $968.2K | 0.02% | −379−3.3% | Reduced |
| McDonald Partners LLC | 11,188 | $975.0K | 0.27% | +167+1.5% | Added |
| Morningstar Investment Management LLC | 11,215 | $977.0K | 0.11% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,224 | $978.1K | 0.01% | −37−0.3% | Reduced |
| 17 Capital Partners, LLC | 11,228 | $978.5K | 0.73% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 12,000 | $978.6K | 0.52% | +1,000+9.1% | Added |
| Fiduciary Group LLC | 11,298 | $984.6K | 0.11% | −40−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,313 | $986.0K | 0.15% | +945+9.1% | Added |
| Jaffetilchin Investment Partners, LLC | 11,318 | $986.4K | 0.09% | +3,056+37.0% | Added |
| Accredited Investors Inc. | 11,340 | $988.2K | 0.06% | −54−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 12,410 | $995.8K | 0.20% | −3,865−23.7% | Reduced |
| Clearstead Advisors, LLC | 11,961 | $999.0K | 0.05% | −5,579−31.8% | Reduced |
| Lincoln National Corp | 11,468 | $999.4K | 0.02% | +1,237+12.1% | Added |
| Csenge Advisory Group | 11,521 | $1.00M | 0.06% | +1,820+18.8% | Added |
| Beaumont Asset Management, L.L.C. | 11,573 | $1.01M | 0.67% | −182−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 11,625 | $1.01M | 0.15% | +425+3.8% | Added |
| Cornerstone Wealth Management, LLC | 11,643 | $1.01M | 0.08% | +661+6.0% | Added |
| Kinneret Advisory, LLC | 11,598 | $1.02M | 0.10% | −36−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 11,861 | $1.02M | 0.45% | −500−4.0% | Reduced |
| Hilltop Holdings Inc. | 11,732 | $1.02M | 0.11% | −382−3.2% | Reduced |
| HighPoint Advisor Group LLC | 12,253 | $1.02M | 0.07% | −235−1.9% | Reduced |
| Lecap Asset Management Ltd | 11,806 | $1.03M | 0.21% | +11,806 | New |
| Essex Financial Services, Inc. | 11,809 | $1.03M | 0.09% | −463−3.8% | Reduced |
| Chilton Capital Management LLC | 11,819 | $1.03M | 0.05% | +73+0.6% | Added |
| Xcel Wealth Management, LLC | 11,820 | $1.03M | 0.32% | +140+1.2% | Added |
| Peloton Wealth Strategists | 11,860 | $1.03M | 0.42% | −5,400−31.3% | Reduced |
| Trust Point Inc. | 11,868 | $1.03M | 0.08% | +1,313+12.4% | Added |
| Sawgrass Asset Management LLC | 11,876 | $1.03M | 0.11% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,934 | $1.04M | 0.12% | −1,120−8.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,939 | $1.04M | 0.01% | −860−6.7% | Reduced |
| United Community Bank | 12,194 | $1.04M | 0.40% | +4,301+54.5% | Added |
| Bangor Savings Bank | 12,007 | $1.05M | 0.11% | +1,407+13.3% | Added |
| Moody National Bank Trust Division | 12,050 | $1.05M | 0.08% | +715+6.3% | Added |
| Coldstream Capital Management Inc | 12,055 | $1.05M | 0.03% | +2,945+32.3% | Added |
| City Holding Co | 12,082 | $1.05M | 0.16% | −1,254−9.4% | Reduced |
| Peapack Gladstone Financial Corp | 12,089 | $1.05M | 0.02% | −169−1.4% | Reduced |
| Tritonpoint Wealth, LLC | 14,215 | $1.05M | 0.11% | +1,398+10.9% | Added |
| BKM Wealth Management, LLC | 12,135 | $1.06M | 0.45% | +714+6.3% | Added |
| iA Global Asset Management Inc. | 12,205 | $1.06M | 0.02% | +6,156+101.8% | Added |
| Trust Co of Oklahoma | 12,273 | $1.07M | 0.38% | −50.0% | Reduced |
| ISAM Funds (UK) Ltd | 12,276 | $1.07M | 0.61% | +6,518+113.2% | Added |
| SeaCrest Wealth Management, LLC | 12,280 | $1.07M | 0.13% | +3,949+47.4% | Added |
| St. Clair Advisors, LLC | 12,335 | $1.07M | 0.35% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,339 | $1.08M | 0.08% | −7,024−36.3% | Reduced |
| Harbour Investments, Inc. | 12,375 | $1.08M | 0.04% | +613+5.2% | Added |
| Main Street Financial Solutions, LLC | 12,379 | $1.08M | 0.12% | −666−5.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 12,413 | $1.08M | 0.09% | −1,287−9.4% | Reduced |
| Eagle Harbor Asset Management Inc | 12,419 | $1.08M | 1.15% | +13+0.1% | Added |
| Bristlecone Advisors, LLC | 12,427 | $1.08M | 0.10% | −8,599−40.9% | Reduced |
| Northwest & Ethical Investments L.P. | 12,439 | $1.08M | 0.03% | +12,439 | New |
| Signaturefd, LLC | 12,456 | $1.09M | 0.02% | −309−2.4% | Reduced |
| NorthRock Partners, LLC | 12,419 | $1.09M | 0.04% | −27−0.2% | Reduced |
| Peoples Bank | 12,529 | $1.09M | 0.85% | −588−4.5% | Reduced |
| Bank of Hawaii | 12,555 | $1.09M | 0.05% | −264−2.1% | Reduced |
| Castlekeep Investment Advisors LLC | 12,568 | $1.10M | 0.79% | −1,494−10.6% | Reduced |
| Monetary Management Group Inc | 12,582 | $1.10M | 0.31% | −218−1.7% | Reduced |
| DT Investment Partners, LLC | 12,614 | $1.10M | 0.11% | +730+6.1% | Added |
| LS Investment Advisors, LLC | 12,670 | $1.10M | 0.18% | +885+7.5% | Added |
| Anchor Capital Advisors LLC | 12,740 | $1.11M | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,741 | $1.11M | 0.02% | −20,460−61.6% | Reduced |
| Guardian Wealth Management, Inc. | 12,941 | $1.13M | 0.87% | −433−3.2% | Reduced |
| Merit Financial Group, LLC | 13,835 | $1.13M | 0.03% | +4,422+47.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.13M | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,031 | $1.14M | 0.12% | +434+3.4% | Added |
| Lipe & Dalton | 13,060 | $1.14M | 0.59% | +200+1.6% | Added |
| Moseley Investment Management Inc | 13,098 | $1.14M | 0.57% | +1,766+15.6% | Added |
| First Dallas Securities Inc. | 13,098 | $1.14M | 0.53% | +1,450+12.4% | Added |
| Auxano Advisors, LLC | 13,119 | $1.14M | 0.33% | +1,403+12.0% | Added |
| Nemes Rush Group LLC | 13,139 | $1.15M | 0.16% | −116,862−89.9% | Reduced |
| Provenance Wealth Advisors, LLC | 13,149 | $1.15M | 0.16% | +515+4.1% | Added |
| Unique Wealth Strategies, LLC | 13,166 | $1.15M | 0.56% | +1,459+12.5% | Added |
| Sandy Spring Bank | 13,198 | $1.15M | 0.05% | −846−6.0% | Reduced |
| Moneta Group Investment Advisors LLC | 13,250 | $1.15M | 0.02% | −176−1.3% | Reduced |
| Sowell Financial Services LLC | 13,145 | $1.16M | 0.05% | +2,051+18.5% | Added |
| Avidian Wealth Solutions, LLC | 13,312 | $1.16M | 0.06% | +847+6.8% | Added |
| Legacy Financial Advisors, Inc. | 13,339 | $1.16M | 0.21% | +29+0.2% | Added |
| MSH Capital Advisors LLC | 13,385 | $1.17M | 0.41% | +425+3.3% | Added |
| Epiq Partners, LLC | 13,453 | $1.17M | 0.78% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 13,446 | $1.17M | 0.09% | +1,237+10.1% | Added |
| Angeles Investment Advisors, LLC | 13,436 | $1.18M | 0.06% | +809+6.4% | Added |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.18M | 1.03% | −25−0.2% | Reduced |
| Gibbs Wealth Management | 13,542 | $1.18M | 0.68% | +13,542 | New |
| Pflug Koory, LLC | 13,553 | $1.18M | 0.58% | +88+0.7% | Added |
| Resources Investment Advisors, LLC. | 13,563 | $1.18M | 0.02% | +2,416+21.7% | Added |
| Aberdeen Wealth Management LLC | 13,579 | $1.18M | 0.69% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 13,580 | $1.18M | 0.07% | −300−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 13,589 | $1.18M | 0.12% | +793+6.2% | Added |
| Wellington Shields & Co., LLC | 13,600 | $1.19M | 0.40% | +800+6.3% | Added |
| Sentry LLC | 13,604 | $1.19M | 0.22% | −40.0% | Reduced |
| Claro Advisors LLC | 13,627 | $1.19M | 0.21% | +3,520+34.8% | Added |