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 |
|---|---|---|---|---|---|
| Waterway Wealth Management, LLC | 2,633 | $229.5K | 0.10% | +2,633 | New |
| Fullerton Fund Management Co Ltd. | 2,641 | $230.2K | 0.01% | +2,641 | New |
| Hartline Investment Corp | 2,647 | $230.7K | 0.04% | −4,728−64.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,647 | $230.7K | 0.04% | −81−3.0% | Reduced |
| BLB&B Advisors, LLC | 2,648 | $230.8K | 0.01% | −992−27.3% | Reduced |
| Perritt Capital Management Inc | 2,652 | $231.1K | 0.12% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 2,655 | $231.4K | 0.06% | −645−19.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,661 | $231.9K | 0.01% | +166+6.7% | Added |
| RMB Capital Management, LLC | 2,679 | $233.5K | 0.01% | −174−6.1% | Reduced |
| Founders Financial Alliance, LLC | 2,690 | $234.4K | 0.07% | −20−0.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,700 | $235.3K | 0.03% | −1,471−35.3% | Reduced |
| Penn Mutual Asset Management, LLC | 2,700 | $235.3K | 0.50% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,703 | $235.6K | 0.13% | −172−6.0% | Reduced |
| First National Bank | 2,710 | $236.2K | 0.18% | −158−5.5% | Reduced |
| Fielder Capital Group LLC | 2,712 | $236.4K | 0.11% | −19−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,718 | $236.9K | 0.00% | −408−13.1% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $236.9K | 0.05% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,788 | $237.0K | 0.03% | +221+8.6% | Added |
| Aaron Wealth Advisors | 2,730 | $237.9K | 0.03% | +2,730 | New |
| Insight Wealth Partners, LLC | 2,732 | $238.1K | 0.15% | −12−0.4% | Reduced |
| Delta Asset Management LLC | 2,740 | $238.8K | 0.02% | −25−0.9% | Reduced |
| Blueshift Asset Management, LLC | 2,741 | $238.9K | 0.12% | −1,515−35.6% | Reduced |
| Ogorek Anthony Joseph | 2,748 | $239.0K | 0.08% | −105−3.7% | Reduced |
| Winton Group Ltd | 2,743 | $239.1K | 0.02% | +2,743 | New |
| PFG Advisors | 2,754 | $240.0K | 0.02% | −7,592−73.4% | Reduced |
| Sound Income Strategies, LLC | 2,755 | $240.1K | 0.02% | +16+0.6% | Added |
| Advisor Resource Council | 2,925 | $241.0K | 0.10% | −492−14.4% | Reduced |
| UMA Financial Services, Inc. | 3,042 | $241.1K | 0.05% | +561+22.6% | Added |
| MidWestOne Financial Group, Inc. | 2,767 | $241.1K | 0.04% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,773 | $241.7K | 0.13% | +2,773 | New |
| Beaton Management Co. Inc. | 2,778 | $242.0K | 0.13% | +11+0.4% | Added |
| Arden Trust Co | 2,778 | $242.1K | 0.03% | −192−6.5% | Reduced |
| Renasant Bank | 2,782 | $242.5K | 0.17% | −657−19.1% | Reduced |
| Family Management Corp | 2,793 | $243.4K | 0.04% | −625−18.3% | Reduced |
| Alpha Cubed Investments, LLC | 2,795 | $243.6K | 0.01% | −3,731−57.2% | Reduced |
| Montecito Bank & Trust | 2,806 | $244.5K | 0.05% | −1,266−31.1% | Reduced |
| NBW Capital LLC | 2,806 | $244.5K | 0.05% | −5−0.2% | Reduced |
| Old North State Trust, LLC | 2,807 | $245.0K | 0.21% | +2,807 | New |
| Apeiron RIA LLC | 2,830 | $246.6K | 0.07% | +147+5.5% | Added |
| David Loasby | 2,944 | $246.7K | 0.03% | +2,944 | New |
| Wynn Capital, LLC | 2,850 | $248.4K | 0.19% | +400+16.3% | Added |
| Hexagon Capital Partners LLC | 2,862 | $249.4K | 0.06% | −396−12.2% | Reduced |
| American Investment Services, Inc. | 2,868 | $249.9K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,870 | $250.0K | 0.00% | −25,029−89.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,077 | $251.1K | 0.22% | +3,077 | New |
| Henry James International Management, Inc. | 2,898 | $252.6K | 0.08% | +4+0.1% | Added |
| Archetype Wealth Partners | 2,906 | $253.0K | 0.04% | +2,906 | New |
| Magnus Financial Group LLC | 2,910 | $253.6K | 0.03% | −8−0.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,912 | $253.8K | 0.20% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,920 | $254.5K | 0.00% | +139+5.0% | Added |
| WealthPlan Investment Management, LLC | 2,921 | $254.6K | 0.04% | −209−6.7% | Reduced |
| TCP Asset Management, LLC | 2,922 | $254.7K | 0.07% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,925 | $254.9K | 0.00% | −206−6.6% | Reduced |
| Lion Street Advisors, LLC | 3,104 | $255.7K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,107 | $255.9K | 0.00% | +14+0.5% | Added |
| Hendley & Co Inc | 2,938 | $256.0K | 0.09% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,950 | $257.1K | 0.15% | −1,184−28.6% | Reduced |
| Exchange Bank | 2,952 | $257.3K | 0.21% | −171−5.5% | Reduced |
| Forefront Analytics, LLC | 2,952 | $257.3K | 0.12% | +516+21.2% | Added |
| Fort, L.P. | 2,958 | $257.8K | 0.65% | −273−8.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,958 | $257.8K | 0.14% | +50+1.7% | Added |
| LifePro Asset Management | 2,967 | $258.6K | 0.17% | −88−2.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,976 | $259.4K | 0.01% | +2,976 | New |
| Atlanta Consulting Group Advisors, LLC | 2,983 | $260.0K | 0.09% | +2,983 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,994 | $260.9K | 0.03% | +2,994 | New |
| STAR Financial Bank | 3,038 | $264.8K | 0.23% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,027 | $265.7K | 0.04% | +3,027 | New |
| Centurion Wealth Management LLC | 3,051 | $265.9K | 0.10% | +80+2.7% | Added |
| Sheets Smith Wealth Management | 3,053 | $266.1K | 0.03% | +58+1.9% | Added |
| Umpqua Bank | 3,058 | $266.5K | 0.11% | +3,058 | New |
| Advus Financial Partners, LLC | 3,066 | $267.2K | 0.08% | +307+11.1% | Added |
| Quadrant Private Wealth Management, LLC | 3,047 | $267.6K | 0.07% | −91−2.9% | Reduced |
| Essex Savings Bank | 3,253 | $268.0K | 0.08% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,255 | $268.1K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,077 | $268.2K | 0.15% | −1,682−35.3% | Reduced |
| Evermay Wealth Management LLC | 3,061 | $268.7K | 0.04% | +87+2.9% | Added |
| Zullo Investment Group, Inc. | 3,084 | $268.8K | 0.13% | +23+0.8% | Added |
| Schmidt P J Investment Management Inc | 3,095 | $269.7K | 0.05% | −68−2.1% | Reduced |
| United Advisor Group, LLC | 3,104 | $270.5K | 0.10% | +3,104 | New |
| Wetzel Investment Advisors, Inc. | 3,425 | $271.2K | 0.16% | −2−0.1% | Reduced |
| Capital Planning Advisors, LLC | 3,113 | $271.3K | 0.05% | −19−0.6% | Reduced |
| Signet Financial Management, LLC | 3,120 | $271.9K | 0.04% | +157+5.3% | Added |
| Sunbelt Securities, Inc. | 3,128 | $272.6K | 0.03% | +1,737+124.9% | Added |
| Capital Asset Advisory Services LLC | 3,225 | $272.7K | 0.02% | −1,081−25.1% | Reduced |
| WD Rutherford LLC | 3,130 | $272.8K | 0.14% | +3,130 | New |
| Global Trust Asset Management, LLC | 3,148 | $274.3K | 0.11% | +1,409+81.0% | Added |
| Washington Trust Advisors, Inc. | 3,150 | $274.5K | 0.03% | +1,608+104.3% | Added |
| Guardian Wealth Advisors, LLC | 3,154 | $274.9K | 0.03% | +310+10.9% | Added |
| Sage Private Wealth Group, LLC | 3,158 | $275.2K | 0.22% | +618+24.3% | Added |
| Park Place Capital Corp | 3,160 | $275.4K | 0.10% | −3,653−53.6% | Reduced |
| Allred Capital Management, LLC | 3,165 | $275.8K | 0.11% | −152−4.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,167 | $276.0K | 0.15% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,173 | $276.5K | 0.07% | −1,231−28.0% | Reduced |
| Innova Wealth Partners | 3,175 | $276.7K | 0.21% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,177 | $276.9K | 0.16% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,195 | $278.0K | 0.04% | +71+2.3% | Added |
| Breed's Hill Capital LLC | 3,190 | $278.0K | 0.26% | 00.0% | Unchanged |
| Insight Folios Inc | 3,191 | $278.1K | 0.11% | +10.0% | Added |
| Stokes Family Office, LLC | 3,200 | $278.9K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 3,204 | $279.2K | 0.01% | +3,204 | New |