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, 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 | 2,149 | $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, 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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 23,092 | $2.01M | 0.31% | −4,199−15.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 23,171 | $2.02M | 1.11% | +8,613+59.2% | Added |
| Money Concepts Capital Corp | 23,173 | $2.02M | 0.19% | +1,736+8.1% | Added |
| Alpha DNA Investment Management LLC | 23,216 | $2.02M | 1.11% | −873−3.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 23,289 | $2.03M | 0.40% | −2,878−11.0% | Reduced |
| Greenline Partners, LLC | 23,304 | $2.03M | 0.32% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 23,462 | $2.04M | 0.09% | +31+0.1% | Added |
| Plimoth Trust Co LLC | 23,516 | $2.05M | 0.55% | −8,112−25.6% | Reduced |
| NVWM, LLC | 23,427 | $2.06M | 0.56% | +11,562+97.4% | Added |
| We Are One Seven, LLC | 23,615 | $2.06M | 0.11% | −2,247−8.7% | Reduced |
| Northcape Wealth Management, LLC | 23,746 | $2.07M | 0.75% | +1,816+8.3% | Added |
| Lowe Brockenbrough & Co Inc | 23,604 | $2.07M | 0.14% | −1,176−4.7% | Reduced |
| Eqis Capital Management, Inc. | 23,808 | $2.07M | 0.17% | −2,664−10.1% | Reduced |
| Citadel Investment Advisory, Inc. | 23,950 | $2.09M | 1.18% | −110−0.5% | Reduced |
| Horizon Investments, LLC | 23,983 | $2.09M | 0.05% | −16,261−40.4% | Reduced |
| MV Capital Management, Inc. | 24,015 | $2.09M | 0.24% | +15,830+193.4% | Added |
| Global Retirement Partners, LLC | 24,308 | $2.12M | 0.08% | +1,452+6.4% | Added |
| Freestone Capital Holdings, LLC | 24,350 | $2.12M | 0.08% | +708+3.0% | Added |
| Spinnaker Trust | 24,446 | $2.13M | 0.14% | +474+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 24,562 | $2.14M | 0.67% | +1,134+4.8% | Added |
| Voya Financial Advisors, Inc. | 24,631 | $2.14M | 0.24% | +2,431+11.0% | Added |
| CoreCap Advisors, LLC | 24,601 | $2.14M | 0.11% | +24,601 | New |
| Truvestments Capital LLC | 24,637 | $2.15M | 0.83% | +21,204+617.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,665 | $2.15M | 1.44% | −200−0.8% | Reduced |
| Vestcor Inc | 24,754 | $2.16M | 0.07% | −3,302−11.8% | Reduced |
| Banco de Sabadell, S.A | 24,904 | $2.17M | 1.61% | −351−1.4% | Reduced |
| Greenup Street Wealth Management LLC | 24,878 | $2.17M | 0.55% | +24,878 | New |
| Sigma Planning Corp | 24,881 | $2.17M | 0.07% | +13,387+116.5% | Added |
| First National Advisers, LLC | 25,438 | $2.18M | 0.49% | +6,075+31.4% | Added |
| Stonebrook Private Inc. | 25,099 | $2.19M | 0.64% | +1,837+7.9% | Added |
| Arete Wealth Advisors, LLC | 25,162 | $2.19M | 0.20% | −114−0.5% | Reduced |
| Spears Abacus Advisors LLC | 25,188 | $2.20M | 0.05% | +25,188 | New |
| EagleClaw Capital Managment, LLC | 25,310 | $2.21M | 0.40% | +25,310 | New |
| Notis-McConarty Edward | 25,405 | $2.21M | 0.88% | −1,281−4.8% | Reduced |
| Axq Capital, LP | 25,500 | $2.22M | 0.53% | +25,500 | New |
| Berry Wealth Group, LP | 25,649 | $2.24M | 1.85% | −363−1.4% | Reduced |
| Quotient Wealth Partners, LLC | 25,673 | $2.24M | 0.08% | −16,822−39.6% | Reduced |
| HBW Advisory Services LLC | 27,226 | $2.24M | 0.42% | 00.0% | Unchanged |
| LMCG Investments, LLC | 25,746 | $2.24M | 0.13% | +6,585+34.4% | Added |
| Catalyst Capital Advisors LLC | 25,800 | $2.25M | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 25,934 | $2.26M | 0.19% | −1,236−4.5% | Reduced |
| SpiderRock Advisors, LLC | 27,047 | $2.26M | 0.07% | +27,047 | New |
| EFG Asset Management (North America) Corp. | 26,030 | $2.27M | 0.39% | −136−0.5% | Reduced |
| Slagle Financial, LLC | 26,104 | $2.28M | 1.23% | −36,268−58.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 26,124 | $2.28M | 0.97% | −100−0.4% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.28M | 0.29% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 26,183 | $2.28M | 0.70% | +6,996+36.5% | Added |
| Wahed Invest LLC | 26,228 | $2.29M | 0.52% | +3,540+15.6% | Added |
| IFG Advisory, LLC | 26,302 | $2.29M | 0.17% | −3,965−13.1% | Reduced |
| Delta Capital Management LLC | 26,315 | $2.29M | 1.52% | +150+0.6% | Added |
| Evercore Wealth Management, LLC | 26,416 | $2.30M | 0.04% | −153−0.6% | Reduced |
| Garrison Asset Management, LLC | 26,430 | $2.30M | 1.21% | −199−0.7% | Reduced |
| Granite Group Advisors, LLC | 26,441 | $2.30M | 1.55% | −49−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 26,546 | $2.31M | 0.04% | −19,235−42.0% | Reduced |
| Palouse Capital Management, Inc. | 26,624 | $2.32M | 1.53% | −1,614−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 26,633 | $2.32M | 0.06% | −154,084−85.3% | Reduced |
| Empire Financial Management Company, LLC | 26,639 | $2.32M | 0.77% | +167+0.6% | Added |
| Leo Wealth, LLC | 26,744 | $2.33M | 0.24% | −3,107−10.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.33M | 0.28% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 26,836 | $2.34M | 0.09% | +4,614+20.8% | Added |
| Caliber Wealth Management, LLC | 26,856 | $2.34M | 1.24% | −189−0.7% | Reduced |
| Petredis Investment Advisors LLC | 26,899 | $2.34M | 0.28% | +692+2.6% | Added |
| Ridgewood Investments LLC | 26,940 | $2.35M | 1.24% | +12,149+82.1% | Added |
| Twin City Private Wealth, LLC | 26,784 | $2.35M | 2.32% | +26,784 | New |
| SYSTM Wealth Solutions LLC | 26,906 | $2.36M | 0.30% | −1,694−5.9% | Reduced |
| Bradley Foster & Sargent Inc | 27,108 | $2.36M | 0.04% | +77+0.3% | Added |
| Old North State Wealth Management, LLC | 27,086 | $2.36M | 1.54% | +984+3.8% | Added |
| Argent Advisors, Inc. | 27,129 | $2.36M | 0.94% | +808+3.1% | Added |
| Intech Investment Management LLC | 27,321 | $2.38M | 0.03% | −112,847−80.5% | Reduced |
| Webster Bank, N. A. | 27,387 | $2.39M | 0.27% | +1,085+4.1% | Added |
| Axxcess Wealth Management, LLC | 27,536 | $2.40M | 0.07% | +2,194+8.7% | Added |
| First American Bank | 27,678 | $2.41M | 0.18% | −1,299−4.5% | Reduced |
| Claret Asset Management Corp | 27,806 | $2.42M | 0.41% | −1,900−6.4% | Reduced |
| Rodgers Brothers Inc. | 27,837 | $2.43M | 0.33% | +11,383+69.2% | Added |
| Lynx Capital Group Ltd | 28,107 | $2.45M | 1.65% | +1,157+4.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 28,837 | $2.46M | 0.29% | +17,050+144.7% | Added |
| Manhattan West Asset Management, LLC | 28,377 | $2.47M | 0.59% | +4,219+17.5% | Added |
| NovaPoint Capital, LLC | 28,511 | $2.48M | 0.87% | −2,542−8.2% | Reduced |
| Twin Capital Management Inc | 28,604 | $2.49M | 0.31% | +9,127+46.9% | Added |
| JNBA Financial Advisors | 28,609 | $2.49M | 0.26% | −351−1.2% | Reduced |
| Miracle Mile Advisors, LLC | 28,614 | $2.49M | 0.06% | −332−1.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 28,813 | $2.51M | 0.95% | −522−1.8% | Reduced |
| Boston Family Office LLC | 28,832 | $2.51M | 0.18% | +313+1.1% | Added |
| Evexia Wealth LLC | 31,459 | $2.52M | 1.04% | +4,021+14.7% | Added |
| Advisors Management Group Inc | 29,000 | $2.53M | 0.63% | +1,043+3.7% | Added |
| Fayez Sarofim & Co | 29,095 | $2.54M | 0.01% | −267−0.9% | Reduced |
| Brookstone Capital Management | 29,173 | $2.54M | 0.05% | −49,977−63.1% | Reduced |
| Conning Inc. | 29,178 | $2.54M | 0.08% | −5,930−16.9% | Reduced |
| Farther Finance Advisors, LLC | 29,271 | $2.55M | 0.15% | +1,773+6.4% | Added |
| HM Payson & Co | 29,320 | $2.56M | 0.05% | +8,893+43.5% | Added |
| Paradigm Asset Management Co LLC | 29,400 | $2.56M | 0.65% | 00.0% | Unchanged |
| Veriti Management LLC | 29,410 | $2.56M | 0.19% | +4,133+16.4% | Added |
| Allworth Financial LP | 29,442 | $2.57M | 0.02% | +6,490+28.3% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.59M | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 29,630 | $2.60M | 0.22% | +778+2.7% | Added |
| Phoenix Wealth Advisors | 29,808 | $2.60M | 1.58% | +792+2.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,815 | $2.60M | 1.89% | +800+2.8% | Added |
| Cohen Capital Management, Inc. | 29,852 | $2.60M | 0.46% | +300+1.0% | Added |
| 180 Wealth Advisors, LLC | 29,862 | $2.60M | 0.47% | +2,216+8.0% | Added |
| Concentric Wealth Management, LLC | 29,942 | $2.61M | 0.69% | +1,249+4.4% | Added |