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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 58,752 | $5.12M | 0.60% | +937+1.6% | Added |
| Oliver Luxxe Assets LLC | 58,757 | $5.12M | 1.07% | +58,757 | New |
| Palisade Asset Management, LLC | 58,823 | $5.13M | 0.50% | −268−0.5% | Reduced |
| LaFleur & Godfrey LLC | 58,826 | $5.13M | 0.76% | +553+0.9% | Added |
| Los Angeles Capital Management LLC | 58,993 | $5.14M | 0.02% | +52,092+754.8% | Added |
| Advanced Asset Management Advisors Inc | 59,115 | $5.15M | 1.27% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59,505 | $5.19M | 0.17% | −20,962−26.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 59,652 | $5.20M | 0.01% | −6,305−9.6% | Reduced |
| Hennessy Advisors Inc | 59,900 | $5.22M | 0.22% | −1,700−2.8% | Reduced |
| KCM Investment Advisors LLC | 59,961 | $5.23M | 0.19% | −28,496−32.2% | Reduced |
| Stamos Capital Partners, L.P. | 60,290 | $5.25M | 1.19% | −3,580−5.6% | Reduced |
| Kesler, Norman & Wride, LLC | 60,335 | $5.26M | 1.12% | +1,174+2.0% | Added |
| Diversify Advisory Services, LLC | 61,110 | $5.32M | 0.31% | +61,110 | New |
| Valicenti Advisory Services Inc | 61,585 | $5.37M | 1.49% | −204−0.3% | Reduced |
| Banque Cantonale Vaudoise | 61,731 | $5.38M | 0.21% | −6,230−9.2% | Reduced |
| Moors & Cabot, Inc. | 62,289 | $5.43M | 0.29% | −16,687−21.1% | Reduced |
| Stratos Wealth Partners, LTD. | 63,280 | $5.51M | 0.09% | +3,589+6.0% | Added |
| HTLF Bank | 63,531 | $5.54M | 0.64% | +246+0.4% | Added |
| Cubist Systematic Strategies, LLC | 63,536 | $5.54M | 0.06% | +63,536 | New |
| Aperture Investors, LLC | 63,686 | $5.55M | 0.71% | +30,048+89.3% | Added |
| Inlet Private Wealth, LLC | 64,144 | $5.59M | 1.56% | +3,260+5.4% | Added |
| Compass Wealth Management LLC | 64,340 | $5.61M | 1.40% | +6,181+10.6% | Added |
| Monarch Capital Management Inc | 64,216 | $5.63M | 1.59% | +93+0.1% | Added |
| Farmers Trust Co | 64,806 | $5.65M | 1.14% | +9,175+16.5% | Added |
| Sequoia Financial Advisors, LLC | 64,985 | $5.66M | 0.07% | −17,740−21.4% | Reduced |
| Prospera Financial Services Inc | 65,423 | $5.70M | 0.17% | −21,426−24.7% | Reduced |
| Linscomb & Williams, Inc. | 65,620 | $5.72M | 0.29% | +1,242+1.9% | Added |
| Addenda Capital Inc. | 65,147 | $5.72M | 0.22% | −182−0.3% | Reduced |
| Berkshire Asset Management LLC | 66,757 | $5.82M | 0.31% | −738−1.1% | Reduced |
| New Mexico Educational Retirement Board | 66,987 | $5.84M | 0.21% | −2,200−3.2% | Reduced |
| Soltis Investment Advisors LLC | 67,061 | $5.84M | 0.65% | −4,923−6.8% | Reduced |
| Bogart Wealth, LLC | 67,150 | $5.85M | 0.30% | +4,926+7.9% | Added |
| Financial & Tax Architects, LLC | 67,531 | $5.89M | 1.62% | +638+1.0% | Added |
| JustInvest LLC | 67,628 | $5.89M | 0.13% | +9,950+17.3% | Added |
| Avantax Advisory Services, Inc. | 67,688 | $5.90M | 0.05% | +113+0.2% | Added |
| Trust Co of Vermont | 67,693 | $5.90M | 0.33% | −62−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,732 | $5.90M | 1.56% | +669+1.0% | Added |
| Cullinan Associates Inc | 67,808 | $5.91M | 0.33% | −10,440−13.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 68,099 | $5.93M | 0.48% | 00.0% | Unchanged |
| Atom Investors LP | 68,763 | $5.99M | 0.75% | +38,237+125.3% | Added |
| Brinker Capital Investments, LLC | 69,034 | $6.02M | 0.06% | +8,352+13.8% | Added |
| Orion Portfolio Solutions, LLC | 69,034 | $6.02M | 0.06% | +8,352+13.8% | Added |
| Cullen Investment Group, Ltd. | 71,227 | $6.07M | 0.96% | +3,031+4.4% | Added |
| Transcend Wealth Collective, LLC | 69,710 | $6.08M | 0.49% | +8,140+13.2% | Added |
| Ledyard National Bank | 69,762 | $6.08M | 0.59% | −978−1.4% | Reduced |
| Cardinal Capital Management | 69,446 | $6.10M | 0.99% | +7,630+12.3% | Added |
| Martin Capital Partners, LLC | 70,032 | $6.10M | 2.34% | +2,385+3.5% | Added |
| Greenwood Capital Associates LLC | 70,094 | $6.11M | 0.81% | +52,648+301.8% | Added |
| Trexquant Investment LP | 70,217 | $6.12M | 0.12% | +70,217 | New |
| Welch & Forbes LLC | 70,390 | $6.13M | 0.08% | −13,444−16.0% | Reduced |
| Mengis Capital Management, Inc. | 70,437 | $6.14M | 0.95% | −20,240−22.3% | Reduced |
| Ironwood Investment Counsel, LLC | 71,021 | $6.19M | 1.09% | +2,228+3.2% | Added |
| BancorpSouth Bank | 71,225 | $6.21M | 0.45% | +20,399+40.1% | Added |
| Poehling Capital Management, LLC | 71,376 | $6.22M | 1.67% | +501+0.7% | Added |
| Benedict Financial Advisors Inc | 71,526 | $6.23M | 1.58% | +1,197+1.7% | Added |
| AustralianSuper Pty Ltd | 71,645 | $6.23M | 0.04% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 71,632 | $6.24M | 0.59% | 00.0% | Unchanged |
| Dearborn Partners LLC | 71,969 | $6.27M | 0.27% | −29,993−29.4% | Reduced |
| Wealthfront Advisers LLC | 72,355 | $6.31M | 0.02% | +9,677+15.4% | Added |
| Great Valley Advisor Group, Inc. | 72,379 | $6.31M | 0.19% | −356−0.5% | Reduced |
| Simplicity Wealth,LLC | 72,405 | $6.31M | 0.15% | +65,380+930.7% | Added |
| Toroso Investments, LLC | 72,529 | $6.32M | 0.11% | +5,201+7.7% | Added |
| Bahl & Gaynor Inc | 73,108 | $6.37M | 0.04% | −61,008−45.5% | Reduced |
| Channing Capital Management, LLC | 73,350 | $6.39M | 0.17% | −6,901−8.6% | Reduced |
| Naples Global Advisors, LLC | 72,992 | $6.41M | 0.66% | +2,924+4.2% | Added |
| Pekin Hardy Strauss, Inc. | 73,919 | $6.44M | 0.88% | −4,980−6.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 73,945 | $6.44M | 2.39% | −525−0.7% | Reduced |
| HB Wealth Management, LLC | 74,475 | $6.49M | 0.08% | +8,104+12.2% | Added |
| Goelzer Investment Management, Inc. | 74,832 | $6.52M | 0.37% | +178+0.2% | Added |
| Empowered Funds, LLC | 74,903 | $6.53M | 0.12% | +47,657+174.9% | Added |
| TCW Group Inc | 75,320 | $6.56M | 0.07% | −3,105−4.0% | Reduced |
| Tufton Capital Management | 75,572 | $6.59M | 1.29% | −143−0.2% | Reduced |
| First Nebraska Trust Co | 76,074 | $6.63M | 0.68% | +3,360+4.6% | Added |
| Strategic Wealth Partners, Ltd. | 76,351 | $6.65M | 0.73% | +16,233+27.0% | Added |
| LGT Group Foundation | 76,870 | $6.70M | 0.16% | −34,003−30.7% | Reduced |
| Ally Financial Inc. | 77,000 | $6.71M | 0.91% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 77,400 | $6.75M | 0.13% | −3,000−3.7% | Reduced |
| Twin Tree Management, LP | 77,452 | $6.75M | 0.15% | +77,452 | New |
| Heritage Investors Management Corp | 77,821 | $6.78M | 0.24% | +1,155+1.5% | Added |
| Cohen Klingenstein LLC | 78,147 | $6.81M | 0.25% | −2,522−3.1% | Reduced |
| Securian Asset Management, Inc | 78,315 | $6.83M | 0.20% | −5,936−7.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 78,675 | $6.86M | 2.68% | +2,170+2.8% | Added |
| Azimuth Capital Investment Management LLC | 79,028 | $6.89M | 0.28% | +192+0.2% | Added |
| Hikari Power Ltd | 79,060 | $6.89M | 0.59% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 79,519 | $6.93M | 0.79% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 79,874 | $6.96M | 1.01% | +1,221+1.6% | Added |
| Advisory Services Network, LLC | 80,197 | $6.99M | 0.15% | +11,569+16.9% | Added |
| Sicart Associates LLC | 79,772 | $7.01M | 2.57% | −1,489−1.8% | Reduced |
| Value Partners Investments Inc. | 81,383 | $7.08M | 0.58% | +300.0% | Added |
| Anchor Investment Management, LLC | 81,311 | $7.09M | 0.74% | −1,378−1.7% | Reduced |
| Somerville Kurt F | 81,314 | $7.09M | 1.21% | +4,035+5.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 81,330 | $7.09M | 0.27% | −11,395−12.3% | Reduced |
| Bailard, Inc. | 81,429 | $7.10M | 0.20% | +721+0.9% | Added |
| Cheviot Value Management, LLC | 82,744 | $7.21M | 1.58% | +3,831+4.9% | Added |
| Gabelli Funds LLC | 82,990 | $7.23M | 0.05% | −300−0.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 83,963 | $7.32M | 2.01% | +795+1.0% | Added |
| FineMark National Bank & Trust | 84,438 | $7.36M | 0.27% | +5,071+6.4% | Added |
| St Germain D J Co Inc | 85,042 | $7.41M | 0.36% | +14,983+21.4% | Added |
| Credit Agricole S A | 93,660 | $7.42M | 0.13% | +37,078+65.5% | Added |
| Hartford Investment Management Co | 85,911 | $7.49M | 0.26% | −3,741−4.2% | Reduced |