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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 86,865 | $7.57M | 0.17% | +24,280+38.8% | Added |
| Valley National Advisers Inc | 86,886 | $7.57M | 1.14% | +11,029+14.5% | Added |
| Parcion Private Wealth LLC | 86,889 | $7.57M | 0.67% | −1,028−1.2% | Reduced |
| Westchester Capital Management, Inc. | 87,629 | $7.64M | 1.92% | −635−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 88,582 | $7.72M | 0.39% | −4,815−5.2% | Reduced |
| Stockman Wealth Management, Inc. | 88,927 | $7.75M | 1.37% | +88,927 | New |
| Two Point Capital Management, Inc. | 89,622 | $7.81M | 3.21% | +1,075+1.2% | Added |
| Quantitative Investment Management, LLC | 90,190 | $7.86M | 0.46% | +90,190 | New |
| Pacer Advisors, Inc. | 90,238 | $7.86M | 0.02% | +2,402+2.7% | Added |
| Groupama Asset Managment | 68,399 | $8.08M | 0.15% | −140,692−67.3% | Reduced |
| Advocate Group LLC | 92,781 | $8.09M | 1.61% | +4,922+5.6% | Added |
| Parthenon LLC | 93,248 | $8.13M | 1.03% | +375+0.4% | Added |
| Allianz SE | 93,995 | $8.19M | 0.26% | +93,995 | New |
| Silicon Valley Capital Partners | 94,054 | $8.20M | 1.22% | +21,584+29.8% | Added |
| Maryland State Retirement & Pension System | 104,293 | $8.27M | 0.16% | +884+0.9% | Added |
| Panagora Asset Management Inc | 94,893 | $8.27M | 0.04% | −99,230−51.1% | Reduced |
| United Asset Strategies, Inc. | 95,105 | $8.29M | 0.83% | +23,191+32.2% | Added |
| Noesis Capital Mangement Corp | 95,453 | $8.32M | 1.85% | −2,241−2.3% | Reduced |
| Coulter & Justus Financial Services, LLC | 95,453 | $8.32M | 1.85% | +95,453 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 96,265 | $8.39M | 1.00% | +2,574+2.7% | Added |
| King Luther Capital Management Corp | 96,300 | $8.39M | 0.04% | +3,564+3.8% | Added |
| Atria Wealth Solutions, Inc. | 95,699 | $8.40M | 0.09% | +8,350+9.6% | Added |
| Trillium Asset Management, LLC | 96,458 | $8.41M | 0.21% | −2,292−2.3% | Reduced |
| Verition Fund Management LLC | 96,892 | $8.44M | 0.08% | +78,534+427.8% | Added |
| Marco Investment Management LLC | 97,794 | $8.52M | 0.80% | −998−1.0% | Reduced |
| Mattern Capital Management, LLC | 97,916 | $8.53M | 1.16% | +2,580+2.7% | Added |
| CCLA Investment Management Ltd | 98,154 | $8.55M | 0.13% | +3,659+3.9% | Added |
| Allied Investment Advisors, LLC | 98,279 | $8.57M | 2.07% | +5,141+5.5% | Added |
| Washington Trust Co | 98,306 | $8.57M | 0.31% | +348+0.4% | Added |
| Synovus Financial Corp | 98,979 | $8.63M | 0.11% | −1,343−1.3% | Reduced |
| Motley Fool Wealth Management, LLC | 99,417 | $8.66M | 0.45% | −76−0.1% | Reduced |
| JB Capital LLC | 99,505 | $8.67M | 0.58% | +9,452+10.5% | Added |
| Massmutual Trust Co FSB | 99,579 | $8.68M | 0.27% | +11,010+12.4% | Added |
| Robeco Schweiz AG | 99,775 | $8.70M | 0.15% | −9,183−8.4% | Reduced |
| Bank of Nova Scotia Trust Co | 100,075 | $8.72M | 0.94% | +15,705+18.6% | Added |
| GAM Holding AG | 100,802 | $8.78M | 0.64% | −5,095−4.8% | Reduced |
| Kentucky Retirement Systems | 100,978 | $8.80M | 0.26% | −5,479−5.1% | Reduced |
| Regal Investment Advisors LLC | 101,346 | $8.83M | 0.60% | −1,388−1.4% | Reduced |
| Olstein Capital Management, L.P. | 102,000 | $8.89M | 1.45% | 00.0% | Unchanged |
| Country Club Bank | 103,592 | $9.03M | 0.64% | +3,559+3.6% | Added |
| Estabrook Capital Management | 103,705 | $9.04M | 1.40% | −365−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 103,884 | $9.05M | 0.23% | +11,967+13.0% | Added |
| ProVise Management Group, LLC | 104,337 | $9.09M | 0.79% | +49,123+89.0% | Added |
| Sio Capital Management, LLC | 105,000 | $9.15M | 3.19% | +105,000 | New |
| Hudson Valley Investment Advisors Inc | 105,193 | $9.17M | 1.10% | −923−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 105,309 | $9.18M | 0.96% | +4,410+4.4% | Added |
| Sirios Capital Management L P | 106,100 | $9.25M | 1.74% | −23,062−17.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 113,779 | $9.35M | 1.79% | +3,472+3.1% | Added |
| RPG Investment Advisory, LLC | 107,332 | $9.35M | 1.40% | +893+0.8% | Added |
| General American Investors Co Inc | 107,403 | $9.36M | 0.69% | +2,403+2.3% | Added |
| Employees Retirement System of Texas | 107,848 | $9.40M | 0.10% | −577,800−84.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 108,994 | $9.50M | 0.09% | −5,698−5.0% | Reduced |
| Kestra Private Wealth Services, LLC | 109,322 | $9.53M | 0.21% | +14,004+14.7% | Added |
| Nicholas Company, Inc. | 109,340 | $9.53M | 0.16% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 109,365 | $9.53M | 0.76% | +16,774+18.1% | Added |
| O'Shaughnessy Asset Management, LLC | 109,485 | $9.54M | 0.11% | +21,702+24.7% | Added |
| First National Bank of Omaha | 106,360 | $9.56M | 0.65% | −21,787−17.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 109,713 | $9.56M | 3.06% | −8,159−6.9% | Reduced |
| Capital Analysts, LLC | 109,769 | $9.57M | 0.45% | +20,375+22.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 110,066 | $9.59M | 3.30% | −4,391−3.8% | Reduced |
| Running Oak Capital LLC | 110,399 | $9.62M | 1.54% | +15,262+16.0% | Added |
| Archon Partners LLC | 111,000 | $9.67M | 1.18% | +2,000+1.8% | Added |
| NorthCrest Asset Manangement, LLC | 111,730 | $9.74M | 0.33% | +3,549+3.3% | Added |
| Private Advisor Group, LLC | 113,021 | $9.85M | 0.07% | +3,175+2.9% | Added |
| Talbot Financial, LLC | 113,022 | $9.85M | 1.32% | +9,642+9.3% | Added |
| Quantinno Capital Management LP | 113,076 | $9.86M | 0.21% | +23,738+26.6% | Added |
| Sculptor Capital LP | 113,500 | $9.89M | 0.22% | +43,500+62.1% | Added |
| Oregon Public Employees Retirement Fund | 113,679 | $9.91M | 0.20% | +9,780+9.4% | Added |
| Gateway Investment Advisers LLC | 114,333 | $9.96M | 0.11% | −17,984−13.6% | Reduced |
| GWM Advisors LLC | 114,753 | $10.0M | 0.09% | +10,431+10.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 115,073 | $10.0M | 0.34% | −1,434−1.2% | Reduced |
| First National Trust Co | 115,715 | $10.1M | 0.41% | −4,720−3.9% | Reduced |
| Sonora Investment Management Group, LLC | 117,229 | $10.2M | 0.80% | +7,191+6.5% | Added |
| Camden National Bank | 117,388 | $10.2M | 1.81% | −2,666−2.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 117,620 | $10.3M | 1.68% | +7,140+6.5% | Added |
| Lighthouse Investment Partners, LLC | 118,647 | $10.3M | 0.61% | +118,647 | New |
| Haverford Financial Services, Inc. | 118,653 | $10.3M | 2.98% | −346−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 119,356 | $10.4M | 0.26% | +5,526+4.9% | Added |
| Captrust Financial Advisors | 119,920 | $10.5M | 0.04% | −52,511−30.5% | Reduced |
| Huntington National Bank | 120,762 | $10.5M | 0.08% | −112−0.1% | Reduced |
| Telos Capital Management, Inc. | 121,406 | $10.6M | 1.19% | +1,222+1.0% | Added |
| Elo Mutual Pension Insurance Co | 121,493 | $10.6M | 0.25% | +5,330+4.6% | Added |
| Hantz Financial Services, Inc. | 123,107 | $10.7M | 0.21% | −3,649−2.9% | Reduced |
| Logan Capital Management Inc | 123,844 | $10.8M | 0.46% | +16,219+15.1% | Added |
| Atria Investments LLC | 125,531 | $10.9M | 0.15% | −2,957−2.3% | Reduced |
| Pinnacle Associates Ltd | 125,931 | $11.0M | 0.17% | +7,044+5.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $11.1M | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 128,995 | $11.3M | 0.03% | +20,932+19.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 129,288 | $11.3M | 0.94% | −2,573−2.0% | Reduced |
| Lido Advisors, LLC | 129,093 | $11.3M | 0.10% | +17,615+15.8% | Added |
| Cutler Investment Counsel LLC | 130,098 | $11.4M | 1.53% | +515+0.4% | Added |
| Charter Trust Co | 132,787 | $11.6M | 0.77% | +18,013+15.7% | Added |
| Woodstock Corp | 133,062 | $11.6M | 1.20% | +2,411+1.8% | Added |
| CIBC World Markets Corp | 133,314 | $11.6M | 0.08% | −37,945−22.2% | Reduced |
| Raymond James Trust N.A. | 134,473 | $11.7M | 0.28% | +9,212+7.4% | Added |
| Westwood Holdings Group Inc. | 134,788 | $11.7M | 0.09% | −1,883−1.4% | Reduced |
| WSFS Capital Management, LLC | 135,126 | $11.8M | 0.67% | +49,283+57.4% | Added |
| Nixon Peabody Trust Co | 135,187 | $11.8M | 1.08% | +4,870+3.7% | Added |
| Pathstone Holdings, LLC | 135,161 | $11.8M | 0.06% | +40,109+42.2% | Added |
| Daiwa Securities Group Inc. | 135,268 | $11.8M | 0.07% | +12,250+10.0% | Added |