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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 1,399 | $101.6K | 0.00% | +85+6.5% | Added |
| Voisard Asset Management Group, Inc. | 1,214 | $105.8K | 0.06% | +1,155+1,957.6% | Added |
| New England Capital Financial Advisors LLC | 1,300 | $113.3K | 0.06% | +2+0.2% | Added |
| New Covenant Trust Company, N.A. | 1,348 | $117.5K | 0.12% | +1,348 | New |
| Brown, Lisle/Cummings, Inc. | 1,385 | $120.7K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,386 | $120.8K | 0.01% | +1,386 | New |
| Armstrong Advisory Group, Inc | 1,487 | $122.5K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,406 | $122.5K | 0.02% | −82−5.5% | Reduced |
| Crewe Advisors LLC | 1,479 | $128.9K | 0.02% | +1,479 | New |
| Smithfield Trust Co | 1,490 | $129.0K | 0.01% | +10+0.7% | Added |
| HighMark Wealth Management LLC | 1,546 | $134.8K | 0.08% | +12+0.8% | Added |
| Central Bank & Trust Co | 1,568 | $136.6K | 0.02% | −5,706−78.4% | Reduced |
| Asset Dedication, LLC | 1,621 | $140.0K | 0.01% | −65−3.9% | Reduced |
| Independence Bank of Kentucky | 1,668 | $145.4K | 0.04% | +150+9.9% | Added |
| Quent Capital, LLC | 1,680 | $146.5K | 0.02% | +125+8.0% | Added |
| Natixis Investment Managers International | 1,681 | $146.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,740 | $151.6K | 0.03% | −1,956−52.9% | Reduced |
| TFC Financial Management | 1,743 | $151.9K | 0.03% | +7+0.4% | Added |
| Future Financial Wealth Managment LLC | 1,745 | $152.1K | 0.12% | +1,745 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,749 | $152.5K | 0.06% | +5+0.3% | Added |
| Atlantic Trust, LLC | 1,756 | $153.0K | 0.04% | +539+44.3% | Added |
| Aspire Private Capital, LLC | 1,768 | $154.0K | 0.04% | +157+9.7% | Added |
| Bruce G. Allen Investments, LLC | 1,851 | $161.3K | 0.13% | +8+0.4% | Added |
| Byrne Asset Management LLC | 1,860 | $162.1K | 0.11% | +30+1.6% | Added |
| Centerpoint Advisors, LLC | 1,875 | $163.0K | 0.06% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,924 | $167.7K | 0.01% | +468+32.1% | Added |
| Silvant Capital Management LLC | 1,932 | $169.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,971 | $173.1K | 0.01% | −43−2.1% | Reduced |
| Bank of New Hampshire | 1,987 | $173.2K | 0.05% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,000 | $174.3K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 2,043 | $178.0K | 0.04% | −175−7.9% | Reduced |
| Tompkins Financial Corp | 2,069 | $180.3K | 0.02% | +78+3.9% | Added |
| Central Pacific Bank - Trust Division | 2,100 | $182.7K | 0.02% | +2,100 | New |
| Pacifica Partners Inc. | 2,249 | $187.1K | 0.08% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 2,150 | $187.4K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,155 | $188.0K | 0.00% | +128+6.3% | Added |
| Orion Capital Management LLC | 2,180 | $190.0K | 0.10% | −760−25.9% | Reduced |
| CoreFirst Bank & Trust | 2,278 | $198.5K | 0.12% | −173−7.1% | Reduced |
| Brass Tax Wealth Management, Inc | 2,300 | $200.5K | 0.10% | +2,300 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,309 | $201.2K | 0.05% | +2,309 | New |
| Marshall Financial Group Inc | 2,310 | $201.3K | 0.07% | +2,310 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,311 | $201.5K | 0.13% | −208−8.3% | Reduced |
| Weatherly Asset Management L. P. | 2,295 | $201.6K | 0.02% | −510−18.2% | Reduced |
| IAM Advisory, LLC | 2,322 | $202.4K | 0.06% | +2,322 | New |
| Keating Investment Counselors Inc | 2,325 | $202.6K | 0.07% | −200−7.9% | Reduced |
| Heritage Trust Co | 2,326 | $202.7K | 0.03% | +2,326 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,328 | $202.9K | 0.02% | −569−19.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,332 | $203.0K | 0.17% | +63+2.8% | Added |
| Westshore Wealth, LLC | 2,330 | $203.1K | 0.08% | +2,330 | New |
| Sensible Money, LLC | 2,330 | $203.1K | 0.11% | +2,330 | New |
| S.E.E.D. Planning Group LLC | 2,344 | $204.3K | 0.07% | −199−7.8% | Reduced |
| Callan Capital, LLC | 2,349 | $204.7K | 0.02% | +2,349 | New |
| FFT Wealth Management LLC | 2,351 | $204.9K | 0.02% | +2,351 | New |
| OneAscent Financial Services LLC | 2,368 | $206.0K | 0.02% | −67−2.8% | Reduced |
| Legacy Bridge, LLC | 2,365 | $206.1K | 0.12% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,374 | $206.9K | 0.12% | +2,374 | New |
| Hummer Financial Advisory Services Inc | 2,357 | $207.0K | 0.17% | +2,357 | New |
| PDS Planning, Inc | 2,380 | $207.4K | 0.02% | +2,380 | New |
| Relyea Zuckerberg Hanson LLC | 2,381 | $207.5K | 0.04% | +2,381 | New |
| Aull & Monroe Investment Management Corp | 2,385 | $207.9K | 0.10% | +2,385 | New |
| Sapient Capital LLC | 2,370 | $208.2K | 0.00% | −189−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 2,391 | $208.4K | 0.03% | −65−2.6% | Reduced |
| Tyche Wealth Partners LLC | 2,392 | $208.5K | 0.05% | −2,927−55.0% | Reduced |
| Hudock, Inc. | 2,398 | $209.0K | 0.05% | +2,398 | New |
| Crane Advisory, LLC | 2,499 | $209.7K | 0.04% | −369−12.9% | Reduced |
| Convergence Investment Partners, LLC | 2,418 | $211.0K | 0.08% | −10−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,426 | $211.4K | 0.05% | −245−9.2% | Reduced |
| Madden Securities Corp | 2,435 | $212.2K | 0.10% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,445 | $213.1K | 0.03% | +2,445 | New |
| Capstone Wealth Management Group, LLC | 2,450 | $213.5K | 0.15% | +2,450 | New |
| Octavia Wealth Advisors, LLC | 2,431 | $213.5K | 0.03% | −530−17.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,471 | $215.3K | 0.01% | +2,471 | New |
| Addison Advisors LLC | 2,472 | $215.4K | 0.07% | +88+3.7% | Added |
| Keystone Financial Group | 2,474 | $215.6K | 0.03% | +2,474 | New |
| Paces Ferry Wealth Advisors, LLC | 2,475 | $215.7K | 0.14% | −23−0.9% | Reduced |
| Steele Capital Management, Inc. | 2,462 | $216.3K | 0.01% | −600−19.6% | Reduced |
| FinTrust Capital Advisors, LLC | 2,486 | $216.7K | 0.04% | −269−9.8% | Reduced |
| Silver Oak Securities, Inc | 2,493 | $217.2K | 0.03% | +2,493 | New |
| Seven Mile Advisory | 2,493 | $217.3K | 0.16% | +2,493 | New |
| Trilogy Capital Inc. | 2,495 | $217.4K | 0.01% | −225−8.3% | Reduced |
| Mills Wealth Advisors LLC | 2,496 | $217.5K | 0.16% | −6−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,497 | $217.6K | 0.17% | +2,497 | New |
| Carmel Capital Partners, LLC | 2,510 | $218.7K | 0.09% | +2,510 | New |
| Simon Quick Advisors, LLC | 2,511 | $218.8K | 0.02% | +2,511 | New |
| BBR Partners, LLC | 2,514 | $219.1K | 0.02% | +2,514 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,437 | $219.4K | 0.08% | +27+1.1% | Added |
| First Interstate Bank | 2,525 | $220.1K | 0.02% | −273−9.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,537 | $221.1K | 0.07% | +2,537 | New |
| J. W. Coons Advisors, LLC | 2,545 | $221.8K | 0.05% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,546 | $221.9K | 0.12% | 00.0% | Unchanged |
| Northstar Group, Inc. | 2,576 | $224.5K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,583 | $225.1K | 0.16% | −1,489−36.6% | Reduced |
| Saxony Capital Management, LLC | 2,591 | $225.8K | 0.27% | +68+2.7% | Added |
| Aspiriant, LLC | 2,592 | $225.9K | 0.01% | −380−12.8% | Reduced |
| Stanley-Laman Group, Ltd. | 2,597 | $226.3K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,827 | $226.5K | 0.03% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 2,602 | $226.8K | 0.08% | −38−1.4% | Reduced |
| Petrus Trust Company, LTA | 2,620 | $228.3K | 0.02% | −2,426−48.1% | Reduced |
| Choate Investment Advisors | 2,622 | $228.5K | 0.01% | −96−3.5% | Reduced |
| Secured Retirement Advisors, LLC | 2,628 | $229.0K | 0.19% | 00.0% | Unchanged |