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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 42,653 | $3.72M | 0.03% | −4,935−10.4% | Reduced |
| Farmers National Bank | 42,845 | $3.73M | 1.11% | +2,180+5.4% | Added |
| GTS Securities LLC | 42,914 | $3.74M | 0.10% | −52,034−54.8% | Reduced |
| Fundamentun, LLC | 43,179 | $3.76M | 0.37% | +4,875+12.7% | Added |
| Ancora Advisors, LLC | 43,233 | $3.77M | 0.09% | −545−1.2% | Reduced |
| Financial Partners Group, LLC | 43,322 | $3.78M | 1.46% | +69+0.2% | Added |
| CAPROCK Group, Inc. | 42,993 | $3.78M | 0.22% | −2,242−5.0% | Reduced |
| First Washington CORP | 43,387 | $3.78M | 1.45% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 43,453 | $3.79M | 1.53% | +933+2.2% | Added |
| American National Bank & Trust Co | 43,562 | $3.80M | 0.90% | +43,562 | New |
| Roberts Wealth Advisors, LLC | 47,569 | $3.82M | 1.43% | +1,137+2.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 43,880 | $3.82M | 0.26% | −3,521−7.4% | Reduced |
| Harrell Investment Partners, LLC | 43,901 | $3.83M | 1.13% | +564+1.3% | Added |
| Hall Laurie J Trustee | 44,015 | $3.83M | 1.35% | +125+0.3% | Added |
| Equitable Holdings, Inc. | 44,565 | $3.88M | 0.04% | +22,816+104.9% | Added |
| Garland Capital Management Inc | 44,675 | $3.89M | 2.58% | −315−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 45,299 | $3.95M | 0.22% | +16,093+55.1% | Added |
| Prime Capital Investment Advisors, LLC | 45,585 | $3.97M | 0.06% | +3,225+7.6% | Added |
| NS Partners Ltd | 45,856 | $4.00M | 0.18% | −65−0.1% | Reduced |
| SFMG, LLC | 45,907 | $4.00M | 0.34% | +1,465+3.3% | Added |
| Prelude Capital Management, LLC | 45,942 | $4.00M | 0.27% | +45,942 | New |
| Arkadios Wealth Advisors | 46,006 | $4.01M | 0.31% | +486+1.1% | Added |
| Hanson & Doremus Investment Management | 46,064 | $4.01M | 0.69% | +2,966+6.9% | Added |
| Beech Hill Advisors, Inc. | 46,092 | $4.02M | 1.67% | −172−0.4% | Reduced |
| Regions Financial Corp | 46,098 | $4.02M | 0.03% | −508−1.1% | Reduced |
| Norinchukin Bank, The | 46,155 | $4.02M | 0.12% | −681−1.5% | Reduced |
| Teza Capital Management LLC | 46,494 | $4.05M | 0.54% | +41,353+804.4% | Added |
| Everence Capital Management Inc | 46,700 | $4.07M | 0.27% | −120−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 46,711 | $4.07M | 0.06% | +3,673+8.5% | Added |
| Park Avenue Securities LLC | 46,764 | $4.08M | 0.05% | +7,841+20.1% | Added |
| Semmax Financial Advisors Inc. | 49,062 | $4.10M | 1.35% | +831+1.7% | Added |
| AMG National Trust Bank | 47,062 | $4.10M | 0.12% | −3,263−6.5% | Reduced |
| DLK Investment Management, LLC | 47,118 | $4.11M | 1.75% | +9,258+24.5% | Added |
| NBC Securities, Inc. | 46,150 | $4.12M | 0.39% | −1,435−3.0% | Reduced |
| Snowden Capital Advisors LLC | 46,943 | $4.12M | 0.13% | +2,595+5.9% | Added |
| Hedeker Wealth, LLC | 47,698 | $4.16M | 1.20% | +186+0.4% | Added |
| Somerset Trust Co | 47,785 | $4.16M | 1.70% | +917+2.0% | Added |
| Boston Research & Management Inc | 47,900 | $4.17M | 1.03% | +804+1.7% | Added |
| Chemung Canal Trust Co | 47,902 | $4.17M | 0.81% | +44,846+1,467.5% | Added |
| Butensky & Cohen Financial Security, Inc | 47,973 | $4.18M | 1.30% | +1,267+2.7% | Added |
| Prosperity Consulting Group, LLC | 48,013 | $4.18M | 0.52% | +44,092+1,124.5% | Added |
| Trinity Legacy Partners, LLC | 48,064 | $4.19M | 1.23% | +48,064 | New |
| Everett Harris & Co | 48,283 | $4.21M | 0.06% | −162−0.3% | Reduced |
| Edge Capital Group, LLC | 48,506 | $4.23M | 0.21% | −78,773−61.9% | Reduced |
| SlateStone Wealth, LLC | 48,892 | $4.26M | 0.43% | +32,778+203.4% | Added |
| Mandatum Life Insurance Co Ltd | 49,138 | $4.28M | 1.43% | +15,000+43.9% | Added |
| Alliance Wealth Advisors, LLC | 49,282 | $4.29M | 1.28% | +3,587+7.8% | Added |
| Beacon Pointe Advisors, LLC | 49,406 | $4.31M | 0.05% | −8,697−15.0% | Reduced |
| Alps Advisors Inc | 49,612 | $4.32M | 0.03% | +648+1.3% | Added |
| Taika Capital, LP | 49,660 | $4.33M | 2.25% | +49,660 | New |
| Apollon Wealth Management, LLC | 49,661 | $4.33M | 0.14% | −1,143−2.2% | Reduced |
| HRT Financial LP | 49,723 | $4.33M | 0.03% | −23,049−31.7% | Reduced |
| Trajan Wealth LLC | 50,242 | $4.38M | 0.30% | +50,242 | New |
| Savant Capital, LLC | 50,388 | $4.39M | 0.05% | +17,592+53.6% | Added |
| Courier Capital LLC | 50,660 | $4.41M | 0.32% | +9,571+23.3% | Added |
| Vinva Investment Management Ltd | 50,821 | $4.43M | 0.25% | +4,437+9.6% | Added |
| Puzo Michael J | 50,923 | $4.44M | 1.23% | +3,019+6.3% | Added |
| Consolidated Planning Corp | 50,940 | $4.44M | 0.76% | +2,267+4.7% | Added |
| Independent Advisor Alliance | 51,008 | $4.45M | 0.16% | −3,082−5.7% | Reduced |
| Needham Investment Management LLC | 51,041 | $4.45M | 0.41% | 00.0% | Unchanged |
| Argent Trust Co | 51,293 | $4.47M | 0.20% | −6,023−10.5% | Reduced |
| Tower Bridge Advisors | 51,503 | $4.49M | 0.46% | −4,258−7.6% | Reduced |
| Cornerstone Advisors, LLC | 51,600 | $4.50M | 0.19% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 16,829 | $4.56M | 0.26% | +9,523+130.3% | Added |
| American National Bank | 52,379 | $4.56M | 0.60% | +9,918+23.4% | Added |
| Siemens Fonds Invest GmbH | 52,654 | $4.59M | 0.35% | −588−1.1% | Reduced |
| Hamilton Capital Partners Inc. | 52,743 | $4.60M | 0.56% | +52,743 | New |
| Toth Financial Advisory Corp | 52,799 | $4.60M | 0.58% | +1,877+3.7% | Added |
| Integrated Advisors Network LLC | 52,828 | $4.60M | 0.24% | +39,761+304.3% | Added |
| Metis Global Partners, LLC | 52,986 | $4.62M | 0.17% | −432−0.8% | Reduced |
| Robinson Value Management, Ltd. | 53,174 | $4.63M | 3.11% | +28,059+111.7% | Added |
| MainStreet Investment Advisors LLC | 53,351 | $4.65M | 0.56% | −1,448−2.6% | Reduced |
| Coston, McIsaac & Partners | 53,386 | $4.65M | 1.49% | +1,697+3.3% | Added |
| Principal Securities, Inc. | 53,582 | $4.67M | 0.15% | +9,702+22.1% | Added |
| Metropolitan Life Insurance Co | 53,628 | $4.67M | 0.20% | −530−1.0% | Reduced |
| Round Hill Asset Management | 53,796 | $4.69M | 2.84% | −860−1.6% | Reduced |
| Headinvest, LLC | 53,990 | $4.71M | 0.92% | −1,322−2.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 54,071 | $4.71M | 0.82% | +9,420+21.1% | Added |
| Ieq Capital, LLC | 54,323 | $4.73M | 0.07% | +12,450+29.7% | Added |
| Richard Bernstein Advisors LLC | 54,895 | $4.78M | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 58,155 | $4.79M | 0.26% | +1,043+1.8% | Added |
| MAI Capital Management | 55,176 | $4.81M | 0.05% | +9,603+21.1% | Added |
| Corbyn Investment Management Inc | 55,204 | $4.81M | 2.13% | −4,188−7.1% | Reduced |
| Portside Wealth Group, LLC | 55,205 | $4.81M | 0.89% | +515+0.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 55,330 | $4.82M | 3.12% | +11,273+25.6% | Added |
| Glenview Trust Co | 55,428 | $4.83M | 0.10% | +2,658+5.0% | Added |
| Smithbridge Asset Management Inc | 55,680 | $4.85M | 1.00% | +6,938+14.2% | Added |
| Bleakley Financial Group, LLC | 55,798 | $4.86M | 0.14% | +995+1.8% | Added |
| Vance Wealth, Inc. | 56,236 | $4.90M | 1.95% | −20,182−26.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 56,605 | $4.93M | 0.06% | +22,049+63.8% | Added |
| Highland Capital Management, LLC | 57,010 | $4.97M | 0.29% | −1,529−2.6% | Reduced |
| Assenagon Asset Management S.A. | 57,116 | $4.98M | 0.01% | +916+1.6% | Added |
| Stablepoint Partners, LLC | 57,152 | $4.98M | 1.01% | +5,765+11.2% | Added |
| NEOS Investment Management LLC | 57,268 | $4.99M | 0.31% | +31,564+122.8% | Added |
| Asio Capital, LLC | 57,159 | $5.02M | 1.07% | +1,048+1.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 57,996 | $5.05M | 0.87% | +460+0.8% | Added |
| Laffer Tengler Investments | 58,250 | $5.08M | 1.31% | −3,551−5.7% | Reduced |
| Perennial Advisors, LLC | 58,533 | $5.10M | 1.19% | +1,127+2.0% | Added |
| Geneos Wealth Management Inc. | 58,560 | $5.10M | 0.23% | −974−1.6% | Reduced |
| Chiron Investment Management, LLC | 58,686 | $5.11M | 2.22% | +58,686 | New |