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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 13,631 | $1.19M | 0.16% | +283+2.1% | Added |
| Cyrus J. Lawrence, LLC | 13,677 | $1.19M | 0.26% | +13,677 | New |
| Jump Financial, LLC | 13,692 | $1.19M | 0.03% | +7,436+118.9% | Added |
| Catalytic Wealth RIA, LLC | 13,693 | $1.19M | 0.24% | +4,993+57.4% | Added |
| Neville Rodie & Shaw Inc | 13,728 | $1.20M | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,743 | $1.20M | 0.03% | +672+5.1% | Added |
| Ballentine Partners, LLC | 13,769 | $1.20M | 0.02% | +2,799+25.5% | Added |
| Community Financial Services Group, LLC | 13,823 | $1.20M | 0.27% | +13,823 | New |
| Forum Financial Management, LP | 13,838 | $1.21M | 0.02% | −1,886−12.0% | Reduced |
| Bryn Mawr Trust Co | 13,839 | $1.21M | 0.05% | +13,839 | New |
| Legacy Advisors, LLC | 13,731 | $1.21M | 0.15% | −10,338−43.0% | Reduced |
| Visionary Horizons, LLC | 15,073 | $1.21M | 0.94% | −185−1.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 15,051 | $1.21M | 0.61% | −13,479−47.2% | Reduced |
| Umb Bank N A | 13,949 | $1.22M | 0.02% | −7,123−33.8% | Reduced |
| Buckingham Strategic Partners | 13,951 | $1.22M | 0.04% | +8,666+164.0% | Added |
| Central Valley Advisors, LLC | 13,976 | $1.22M | 0.63% | +1,724+14.1% | Added |
| Smith Chas P & Associates Pa Cpas | 13,982 | $1.22M | 0.07% | −850−5.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,020 | $1.22M | 0.09% | −158−1.1% | Reduced |
| Cigna Investments Inc | 14,022 | $1.22M | 0.23% | −151−1.1% | Reduced |
| Investors Research Corp | 14,044 | $1.22M | 0.29% | +2,500+21.7% | Added |
| Community Bank of Raymore | 14,045 | $1.22M | 0.57% | −540−3.7% | Reduced |
| Canandaigua National Bank & Trust Co | 14,052 | $1.22M | 0.18% | +101+0.7% | Added |
| Capital Investment Advisory Services, LLC | 14,089 | $1.23M | 0.13% | −32−0.2% | Reduced |
| Outfitter Financial LLC | 14,108 | $1.23M | 1.01% | −205−1.4% | Reduced |
| Perigon Wealth Management, LLC | 14,133 | $1.23M | 0.04% | +1,837+14.9% | Added |
| Fifth Third Wealth Advisors LLC | 14,146 | $1.23M | 0.19% | +8,054+132.2% | Added |
| Foundations Investment Advisors, LLC | 14,194 | $1.24M | 0.03% | −139−1.0% | Reduced |
| Whitener Capital Management, Inc. | 14,203 | $1.24M | 0.41% | −271−1.9% | Reduced |
| Spire Wealth Management | 14,295 | $1.25M | 0.03% | +253+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 14,364 | $1.25M | 0.35% | +250+1.8% | Added |
| Ameritas Investment Partners, Inc. | 14,398 | $1.25M | 0.04% | −2,740−16.0% | Reduced |
| International Assets Investment Management, LLC | 14,478 | $1.26M | 0.13% | +1,871+14.8% | Added |
| Bowman & Co S.C. | 14,505 | $1.26M | 0.76% | −176−1.2% | Reduced |
| Greenleaf Trust | 14,591 | $1.27M | 0.01% | +6,135+72.6% | Added |
| CFS Investment Advisory Services, LLC | 14,687 | $1.28M | 0.22% | −210−1.4% | Reduced |
| Doliver Advisors, LP | 14,716 | $1.28M | 0.36% | −447−2.9% | Reduced |
| Summit Trail Advisors, LLC | 14,643 | $1.29M | 0.03% | +3,451+30.8% | Added |
| RSM US Wealth Management LLC | 14,834 | $1.29M | 0.03% | +386+2.7% | Added |
| Cove Private Wealth, LLC | 14,885 | $1.30M | 1.11% | 00.0% | Unchanged |
| Baader Bank INC | 14,900 | $1.30M | 0.11% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 14,930 | $1.30M | 0.51% | −1,138−7.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,976 | $1.30M | 1.20% | −103−0.7% | Reduced |
| Pictet Bank & Trust Ltd | 14,975 | $1.31M | 1.37% | −1,777−10.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,055 | $1.31M | 0.06% | +1,555+11.5% | Added |
| Schulhoff & Co Inc | 15,080 | $1.31M | 0.58% | +90+0.6% | Added |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.32M | 0.33% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,185 | $1.32M | 0.04% | −7,971−34.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.32M | 0.72% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 15,224 | $1.33M | 0.28% | −37,851−71.3% | Reduced |
| Duff & Phelps Investment Management Co | 15,335 | $1.34M | 0.02% | +621+4.2% | Added |
| Boomfish Wealth Group, LLC | 15,378 | $1.34M | 0.90% | +1,200+8.5% | Added |
| Qtron Investments LLC | 15,395 | $1.34M | 0.19% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15,414 | $1.34M | 0.30% | −3,314−17.7% | Reduced |
| ICW Investment Advisors LLC | 15,425 | $1.34M | 0.60% | +249+1.6% | Added |
| 1st Source Bank | 15,537 | $1.35M | 0.08% | −168−1.1% | Reduced |
| New Century Financial Group, LLC | 15,599 | $1.36M | 0.94% | +12,527+407.8% | Added |
| Clough Capital Partners L P | 15,600 | $1.36M | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,600 | $1.36M | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 15,605 | $1.36M | 0.43% | +1,902+13.9% | Added |
| CNB Bank | 15,622 | $1.36M | 0.66% | +2,358+17.8% | Added |
| Peterson Wealth Services | 15,626 | $1.36M | 0.50% | +728+4.9% | Added |
| NTV Asset Management LLC | 15,652 | $1.36M | 0.21% | +207+1.3% | Added |
| Nicholas Hoffman & Company, LLC. | 15,678 | $1.37M | 0.07% | −436−2.7% | Reduced |
| Strengthening Families & Communities, LLC | 15,694 | $1.37M | 0.81% | +4,540+40.7% | Added |
| Viawealth, LLC | 15,740 | $1.37M | 0.86% | +700+4.7% | Added |
| Naviter Wealth, LLC | 15,634 | $1.37M | 0.22% | +4,778+44.0% | Added |
| Meiji Yasuda Life Insurance Co | 15,809 | $1.38M | 0.03% | +3,241+25.8% | Added |
| Great Waters Wealth Management | 15,843 | $1.38M | 0.23% | +7,533+90.6% | Added |
| LVW Advisors, LLC | 15,892 | $1.38M | 0.23% | +3,271+25.9% | Added |
| Harbor Investment Advisory, LLC | 15,913 | $1.39M | 0.14% | +2,051+14.8% | Added |
| Rehmann Capital Advisory Group | 15,987 | $1.39M | 0.10% | −757−4.5% | Reduced |
| Hilltop National Bank | 16,030 | $1.40M | 0.47% | +16,030 | New |
| Insight Inv LLC | 16,063 | $1.40M | 1.21% | +225+1.4% | Added |
| Lederer & Associates Investment Counsel | 16,071 | $1.40M | 0.97% | −39−0.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,084 | $1.40M | 0.56% | −118−0.7% | Reduced |
| Lakeside Advisors, INC. | 16,205 | $1.41M | 0.90% | −194−1.2% | Reduced |
| Rathbone Brothers plc | 16,213 | $1.41M | 0.01% | −3,613−18.2% | Reduced |
| Fulton Bank, N.A. | 16,329 | $1.42M | 0.06% | −13,984−46.1% | Reduced |
| Allen Wealth Management, LLC | 16,356 | $1.43M | 1.26% | +16,356 | New |
| Ameritas Advisory Services, LLC | 16,631 | $1.43M | 0.06% | +140+0.8% | Added |
| KMG Fiduciary Partners, LLC | 16,366 | $1.43M | 0.15% | +627+4.0% | Added |
| Silvercrest Asset Management Group LLC | 16,368 | $1.43M | 0.01% | −32−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 16,556 | $1.43M | 0.27% | +2,817+20.5% | Added |
| Oarsman Capital, Inc. | 16,462 | $1.43M | 0.34% | −235−1.4% | Reduced |
| Buckingham Capital Management, Inc. | 16,472 | $1.44M | 0.18% | +591+3.7% | Added |
| Oak Associates, Ltd | 16,662 | $1.45M | 0.10% | −10,014−37.5% | Reduced |
| Dudley Capital Management, LLC | 16,706 | $1.45M | 0.85% | 00.0% | Unchanged |
| UBS Oconnor LLC | 16,702 | $1.46M | 0.04% | −5,626−25.2% | Reduced |
| Westside Investment Management, Inc. | 16,907 | $1.47M | 0.35% | −1,360−7.4% | Reduced |
| Wolff Wiese Magana LLC | 16,911 | $1.47M | 1.27% | +389+2.4% | Added |
| OV Management LLC | 17,000 | $1.48M | 1.07% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 17,095 | $1.49M | 0.73% | +6,327+58.8% | Added |
| Insigneo Advisory Services, LLC | 16,972 | $1.49M | 0.18% | +16,972 | New |
| Benin Management CORP | 17,101 | $1.49M | 0.47% | −1,100−6.0% | Reduced |
| J.W. Cole Advisors, Inc. | 17,197 | $1.50M | 0.08% | −381−2.2% | Reduced |
| TCM Advisors, LLC | – | $1.50M | 1.18% | – | – |
| Vectors Research Management, LLC | 17,288 | $1.51M | 0.43% | +10,887+170.1% | Added |
| Trust Co of Toledo NA | 17,299 | $1.51M | 0.24% | +100+0.6% | Added |
| SNS Financial Group, LLC | 17,165 | $1.51M | 0.17% | −255−1.5% | Reduced |
| Dempze Nancy E | 17,304 | $1.51M | 1.15% | +1,770+11.4% | Added |