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 |
|---|---|---|---|---|---|
| West Michigan Advisors, LLC | 30,273 | $2.64M | 0.86% | +1,306+4.5% | Added |
| Gold Investment Management Ltd. | 30,345 | $2.64M | 1.07% | +1,580+5.5% | Added |
| Public Sector Pension Investment Board | 30,354 | $2.65M | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 30,434 | $2.65M | 0.11% | −404,306−93.0% | Reduced |
| Garrett Investment Advisors LLC | 30,658 | $2.67M | 0.34% | +957+3.2% | Added |
| Dynamic Advisor Solutions LLC | 30,782 | $2.68M | 0.09% | +7,249+30.8% | Added |
| Uncommon Cents Investing LLC | 30,808 | $2.68M | 0.82% | +879+2.9% | Added |
| Columbia Asset Management | 32,940 | $2.71M | 0.56% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 31,204 | $2.72M | 0.41% | +31,204 | New |
| Autumn Glory Partners, LLC | 31,357 | $2.73M | 1.34% | +9,389+42.7% | Added |
| Dakota Wealth Management | 31,386 | $2.74M | 0.07% | +15,902+102.7% | Added |
| Wambolt & Associates, LLC | 31,484 | $2.74M | 0.82% | +4,800+18.0% | Added |
| Sound View Wealth Advisors Group, LLC | 31,540 | $2.75M | 0.29% | +1,120+3.7% | Added |
| Moloney Securities Asset Management, LLC | 31,555 | $2.75M | 0.41% | +1,646+5.5% | Added |
| Shorepoint Capital Partners LLC | 31,697 | $2.76M | 0.68% | +385+1.2% | Added |
| Parsons Capital Management Inc | 31,858 | $2.78M | 0.19% | −1,380−4.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 32,050 | $2.79M | 2.44% | +2,285+7.7% | Added |
| New Millennium Group LLC | 32,385 | $2.82M | 2.13% | +5,098+18.7% | Added |
| Beach Investment Counsel Inc | 34,523 | $2.84M | 0.35% | −20.0% | Reduced |
| Hengehold Capital Management LLC | 32,804 | $2.86M | 0.30% | +10,074+44.3% | Added |
| Daymark Wealth Partners, LLC | 32,839 | $2.86M | 0.15% | −4,258−11.5% | Reduced |
| Stonegate Investment Group, LLC | 33,129 | $2.89M | 0.09% | +5,259+18.9% | Added |
| Wedbush Securities Inc | 33,277 | $2.90M | 0.11% | +4,150+14.2% | Added |
| Northwest Investment Counselors, LLC | 33,286 | $2.90M | 0.71% | −381−1.1% | Reduced |
| Morton Community Bank | 33,290 | $2.90M | 0.83% | +2,230+7.2% | Added |
| Bank of Nova Scotia | 34,085 | $2.97M | 0.01% | −1,527−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 34,218 | $2.98M | 0.54% | +1,799+5.5% | Added |
| Cary Street Partner Investment Advisory LLC | 34,359 | $2.99M | 0.13% | +32+0.1% | Added |
| Schwartz Investment Counsel Inc | 34,400 | $3.00M | 0.11% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 34,411 | $3.00M | 0.01% | +5,833+20.4% | Added |
| CenterBook Partners LP | 34,425 | $3.00M | 0.21% | +3,349+10.8% | Added |
| Financial Advisory Service, Inc. | 34,456 | $3.00M | 0.27% | −74−0.2% | Reduced |
| Broderick Brian C | 34,528 | $3.01M | 0.64% | +1,120+3.4% | Added |
| BTC Capital Management, Inc. | 34,683 | $3.02M | 0.28% | +34,683 | New |
| Strategic Advisors LLC | 34,744 | $3.03M | 0.60% | 00.0% | Unchanged |
| Arlington Partners LLC | 35,118 | $3.06M | 1.56% | +27,472+359.3% | Added |
| Ossiam | 35,164 | $3.06M | 0.05% | +1,863+5.6% | Added |
| Ami Investment Management Inc | 35,164 | $3.07M | 1.12% | +1,716+5.1% | Added |
| Exchange Capital Management, Inc. | 35,274 | $3.07M | 0.50% | +1,070+3.1% | Added |
| Occidental Asset Management, LLC | 35,386 | $3.08M | 0.58% | +16,261+85.0% | Added |
| LVM Capital Management Ltd | 35,459 | $3.09M | 0.36% | −5,420−13.3% | Reduced |
| Ostrum Asset Management | 35,613 | $3.10M | 0.25% | +6,138+20.8% | Added |
| Hodges Capital Management Inc. | 35,654 | $3.11M | 0.20% | −584−1.6% | Reduced |
| Peak Asset Management, LLC | 35,742 | $3.11M | 0.62% | +708+2.0% | Added |
| Intact Investment Management Inc. | 35,800 | $3.12M | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 36,115 | $3.15M | 0.05% | −1,591−4.2% | Reduced |
| Worldquant Millennium Advisors LLC | 36,346 | $3.17M | 0.04% | +36,346 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 36,372 | $3.17M | 1.32% | +1,959+5.7% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.20M | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 40,468 | $3.20M | 0.09% | +8,792+27.8% | Added |
| Tevis Investment Management | 36,794 | $3.21M | 2.73% | −36−0.1% | Reduced |
| Liberty One Investment Management, LLC | 37,010 | $3.23M | 0.37% | +2,818+8.2% | Added |
| Jefferies Financial Group Inc. | 37,121 | $3.24M | 0.07% | −54,737−59.6% | Reduced |
| Augustine Asset Management Inc | 37,151 | $3.24M | 1.35% | −91−0.2% | Reduced |
| Appleton Partners Inc | 37,310 | $3.25M | 0.25% | −9,228−19.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 37,344 | $3.25M | 1.55% | +4,650+14.2% | Added |
| Walter & Keenan Financial Consulting Co | 37,367 | $3.26M | 1.07% | +3,775+11.2% | Added |
| Old Second National Bank of Aurora | 37,369 | $3.26M | 0.85% | +1,411+3.9% | Added |
| Strategy Asset Managers LLC | 37,544 | $3.27M | 0.70% | +15,713+72.0% | Added |
| Jacobs & Co | 37,660 | $3.28M | 0.35% | +47+0.1% | Added |
| Rothschild Capital Partners, LLC | 37,670 | $3.28M | 0.95% | +37,670 | New |
| Argyle Capital Management Inc. | 37,920 | $3.30M | 1.28% | −2,000−5.0% | Reduced |
| Sectoral Asset Management Inc | 38,051 | $3.32M | 1.30% | −2,000−5.0% | Reduced |
| Investment House LLC | 38,228 | $3.33M | 0.20% | +24,330+175.1% | Added |
| Perkins Coie Trust Co | 38,248 | $3.33M | 0.78% | +1,312+3.6% | Added |
| Community Trust & Investment Co | 38,418 | $3.35M | 0.24% | +5,342+16.2% | Added |
| United Services Automobile Association | 38,508 | $3.36M | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 38,553 | $3.36M | 1.21% | +2,557+7.1% | Added |
| Keene & Associates, Inc. | 38,711 | $3.37M | 2.52% | −214−0.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 38,746 | $3.38M | 1.21% | +4,333+12.6% | Added |
| TCTC Holdings, LLC | 38,939 | $3.39M | 0.11% | +22+0.1% | Added |
| Brady Family Wealth, LLC | 38,964 | $3.40M | 1.10% | +277+0.7% | Added |
| First Citizens Bank & Trust Co | 38,965 | $3.40M | 0.07% | +14,451+58.9% | Added |
| Core Alternative Capital | 38,993 | $3.40M | 0.61% | +3,348+9.4% | Added |
| Mutual Advisors, LLC | 39,040 | $3.40M | 0.11% | +6,853+21.3% | Added |
| Focus Financial Network, Inc. | 43,051 | $3.41M | 0.17% | +43,051 | New |
| Gilman Hill Asset Management, LLC | 39,358 | $3.43M | 0.61% | +151+0.4% | Added |
| Nelson Capital Management, LLC | 39,390 | $3.43M | 0.66% | +5,393+15.9% | Added |
| Concurrent Investment Advisors, LLC | 39,490 | $3.44M | 0.14% | +12,345+45.5% | Added |
| TrinityPoint Wealth, LLC | 39,506 | $3.44M | 0.57% | +1,112+2.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,721 | $3.46M | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 39,745 | $3.46M | 0.26% | +34,380+640.8% | Added |
| Bridge Creek Capital Management LLC | 39,754 | $3.46M | 1.11% | +624+1.6% | Added |
| Oak Asset Management, LLC | 39,970 | $3.48M | 1.30% | +29+0.1% | Added |
| Hancock Whitney Corp | 40,087 | $3.49M | 0.12% | −9,699−19.5% | Reduced |
| Quinn Opportunity Partners LLC | 40,100 | $3.49M | 0.39% | +40,100 | New |
| Financial Advisory Partners, LLC | 40,157 | $3.50M | 1.35% | −5,961−12.9% | Reduced |
| Stokes Capital Advisors, LLC | 40,208 | $3.50M | 1.02% | −583−1.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 40,020 | $3.51M | 0.19% | −3,814−8.7% | Reduced |
| Two Sigma Advisers, LP | 40,400 | $3.52M | 0.01% | −231,332−85.1% | Reduced |
| GHP Investment Advisors, Inc. | 40,698 | $3.55M | 0.18% | +1,957+5.1% | Added |
| Scissortail Wealth Management, LLC | 40,797 | $3.56M | 0.94% | +858+2.1% | Added |
| Jupiter Asset Management Ltd | 40,807 | $3.56M | 0.03% | −2,366−5.5% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,523 | $3.56M | 1.53% | −39,966−49.7% | Reduced |
| VELA Investment Management, LLC | 40,987 | $3.57M | 1.32% | +586+1.5% | Added |
| Kinloch Capital, LLC | 41,080 | $3.58M | 1.84% | +1,878+4.8% | Added |
| Leelyn Smith, LLC | 41,409 | $3.61M | 0.72% | +2,407+6.2% | Added |
| Bard Financial Services, Inc. | 41,690 | $3.63M | 0.39% | −270−0.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 42,049 | $3.66M | 1.26% | +19,087+83.1% | Added |
| Romano Brothers and Company | 42,228 | $3.68M | 0.50% | −4,579−9.8% | Reduced |