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; 2,150 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
- 2,084
- +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
- 938 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 270 | $23.5K | 0.00% | +115+74.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $23.9K | 0.01% | −2,453−90.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 277 | $24.1K | 0.00% | +253+1,054.2% | Added |
| Raffa Wealth Management, LLC | 288 | $25.1K | 0.01% | −12−4.0% | Reduced |
| Gables Capital Management Inc. | 289 | $25.2K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 307 | $26.8K | 0.02% | +307 | New |
| Delos Wealth Advisors, LLC | 310 | $27.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 334 | $29.1K | 0.00% | +83+33.1% | Added |
| Cassady Schiller Wealth Management, LLC | 341 | $29.7K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 348 | $30.3K | 0.01% | +348 | New |
| Chesapeake Asset Management LLC | 360 | $31.4K | 0.03% | −2,761−88.5% | Reduced |
| Tributary Capital Management, LLC | 374 | $32.6K | 0.00% | +374 | New |
| Sofos Investments, Inc. | 386 | $33.6K | 0.00% | +268+227.1% | Added |
| Planning Capital Management Corp | 387 | $33.7K | 0.02% | +58+17.6% | Added |
| First Financial Corp | 391 | $34.1K | 0.02% | −176−31.0% | Reduced |
| Princeton Global Asset Management LLC | 400 | $34.9K | 0.01% | −32−7.4% | Reduced |
| Rocky Mountain Advisers, LLC | 400 | $34.9K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $34.9K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 400 | $34.9K | 0.02% | +400 | New |
| Pin Oak Investment Advisors Inc | 399 | $35.0K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 425 | $37.0K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 425 | $37.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 429 | $37.4K | 0.00% | −49,248−99.1% | Reduced |
| Riverview Trust Co | 442 | $38.5K | 0.03% | +442 | New |
| Carolinas Wealth Consulting LLC | 443 | $38.9K | 0.01% | −8,051−94.8% | Reduced |
| Beacon Capital Management, LLC | 449 | $39.1K | 0.01% | +33+7.9% | Added |
| Resources Management Corp | 461 | $40.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 468 | $40.8K | 0.01% | −195−29.4% | Reduced |
| CGC Financial Services, LLC | 474 | $41.3K | 0.02% | −195−29.1% | Reduced |
| Point72 Hong Kong Ltd | 476 | $41.5K | 0.00% | +476 | New |
| Dunhill Financial, LLC | 480 | $41.8K | 0.03% | −6−1.2% | Reduced |
| Salomon & Ludwin, LLC | 480 | $41.8K | 0.00% | −95−16.5% | Reduced |
| Castleark Management LLC | 480 | $41.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 492 | $42.9K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 500 | $43.6K | 0.04% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $43.6K | 0.03% | +400+400.0% | Added |
| Missouri Trust & Investment Co | 505 | $44.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 520 | $45.3K | 0.01% | −650−55.6% | Reduced |
| Rakuten Securities, Inc. | 520 | $45.3K | 0.02% | −80−13.3% | Reduced |
| Centennial Bank | 558 | $48.6K | 0.02% | −249−30.9% | Reduced |
| Hollencrest Capital Management | 575 | $50.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 584 | $50.9K | 0.02% | −114−16.3% | Reduced |
| Operose Advisors LLC | 590 | $51.4K | 0.02% | −345−36.9% | Reduced |
| Clear Investment Research, LLC | 600 | $52.3K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 608 | $52.9K | 0.02% | −117−16.1% | Reduced |
| Frazier Financial Advisors, LLC | 612 | $53.4K | 0.04% | +78+14.6% | Added |
| Tucker Asset Management LLC | 613 | $53.4K | 0.01% | +300+95.8% | Added |
| First Community Trust NA | 619 | $53.9K | 0.05% | −28−4.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 628 | $54.7K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 629 | $54.8K | 0.03% | −112−15.1% | Reduced |
| TSFG, LLC | 628 | $55.0K | 0.01% | −14−2.2% | Reduced |
| Ransom Advisory, Ltd | 640 | $55.8K | 0.03% | +640 | New |
| Kelly Financial Services LLC | 657 | $57.2K | 0.02% | +2+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 657 | $57.3K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 657 | $57.3K | 0.01% | −121−15.6% | Reduced |
| Hartford Financial Management Inc. | 661 | $57.6K | 0.01% | +182+38.0% | Added |
| Eagle Bay Advisors LLC | 656 | $57.6K | 0.04% | +101+18.2% | Added |
| GW&K Investment Management, LLC | 681 | $59.0K | 0.00% | +168+32.7% | Added |
| Rise Advisors, LLC | 683 | $59.5K | 0.03% | +679+16,975.0% | Added |
| Motco | 684 | $59.6K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 695 | $60.6K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 696 | $60.7K | 0.06% | −2,250−76.4% | Reduced |
| Bell Investment Advisors, Inc | 700 | $61.0K | 0.01% | −226−24.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 710 | $61.0K | 0.04% | −31−4.2% | Reduced |
| South State Corp. | 735 | $64.1K | 0.00% | −148−16.8% | Reduced |
| SRS Capital Advisors, Inc. | 736 | $64.2K | 0.01% | −8−1.1% | Reduced |
| Union Savings Bank | 741 | $64.6K | 0.03% | +150+25.4% | Added |
| Rational Advisors LLC | 746 | $65.0K | 0.01% | −311−29.4% | Reduced |
| PSI Advisors, LLC | 755 | $65.8K | 0.02% | −250−24.9% | Reduced |
| Front Row Advisors LLC | 757 | $66.5K | 0.02% | +557+278.5% | Added |
| Piscataqua Savings Bank | 766 | $66.8K | 0.06% | −9−1.2% | Reduced |
| WR Wealth Planners, LLC | 774 | $67.5K | 0.02% | +774 | New |
| Atwood & Palmer Inc | 775 | $67.5K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 793 | $69.1K | 0.04% | +70+9.7% | Added |
| WealthCollab, LLC | 796 | $69.4K | 0.05% | +15+1.9% | Added |
| FSA Wealth Management LLC | 803 | $70.0K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 827 | $72.1K | 0.02% | −15−1.8% | Reduced |
| BFSG, LLC | 828 | $72.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 850 | $74.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 875 | $76.3K | 0.01% | −3−0.3% | Reduced |
| Venturi Wealth Management, LLC | 884 | $77.0K | 0.00% | −3,371−79.2% | Reduced |
| Trust Co | 908 | $79.1K | 0.01% | −267−22.7% | Reduced |
| Bullock Wealth Management Group | 918 | $79.9K | 0.05% | +918 | New |
| Key Financial Inc | 931 | $81.1K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 991 | $82.6K | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $82.8K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 951 | $82.9K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 975 | $85.0K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,056 | $85.1K | 0.00% | −510−32.6% | Reduced |
| Horizon Financial Services, LLC | 1,000 | $87.2K | 0.06% | +1,000 | New |
| Sachetta, LLC | 1,094 | $90.4K | 0.04% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 1,032 | $90.7K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,044 | $91.0K | 0.01% | −32−3.0% | Reduced |
| MCF Advisors LLC | 1,078 | $94.2K | 0.01% | +11+1.0% | Added |
| VisionPoint Advisory Group, LLC | 1,086 | $94.6K | 0.03% | +4+0.4% | Added |
| Acima Private Wealth, LLC | 1,125 | $98.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,250 | $100.3K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,164 | $101.4K | 0.01% | −31−2.6% | Reduced |