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 |
|---|---|---|---|---|---|
| KFG Wealth Management, LLC | 3,218 | $280.4K | 0.12% | +241+8.1% | Added |
| Widmann Financial Services, Inc. | 3,228 | $281.3K | 0.24% | −70−2.1% | Reduced |
| Cape Investment Advisory, Inc. | 3,238 | $282.2K | 0.13% | +41+1.3% | Added |
| KPP Advisory Services LLC | 3,246 | $282.9K | 0.08% | −517−13.7% | Reduced |
| Field & Main Bank | 3,248 | $283.1K | 0.11% | −1,192−26.8% | Reduced |
| Okabena Investment Services Inc | 3,248 | $283.1K | 0.09% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3,258 | $283.9K | 0.28% | −120−3.6% | Reduced |
| Sienna Gestion | 3,258 | $283.9K | 0.03% | +3,258 | New |
| Enterprise Financial Services Corp | 3,271 | $285.1K | 0.17% | −1,575−32.5% | Reduced |
| Burns J W & Co Inc | 3,276 | $285.5K | 0.04% | +486+17.4% | Added |
| Summit Financial Strategies, Inc. | 3,277 | $285.6K | 0.04% | −371−10.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,279 | $285.8K | 0.11% | −1,252−27.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,297 | $287.4K | 0.05% | +141+4.5% | Added |
| West Family Investments, Inc. | 3,300 | $287.6K | 0.09% | +3,300 | New |
| Harmony Asset Management LLC | 3,306 | $288.1K | 0.12% | +75+2.3% | Added |
| Dakota Community Bank & Trust NA | 3,310 | $288.5K | 1.56% | +525+18.9% | Added |
| Chicago Partners Investment Group LLC | 3,586 | $291.5K | 0.01% | +85+2.4% | Added |
| Ascent Group, LLC | 3,349 | $291.9K | 0.03% | +497+17.4% | Added |
| Bright Futures Wealth Management, LLC. | 3,690 | $292.7K | 0.16% | +3,690 | New |
| Atlas Brown,Inc. | 3,372 | $293.9K | 0.11% | +3,372 | New |
| Perkins Capital Management Inc | 3,375 | $294.0K | 0.25% | 00.0% | Unchanged |
| Aries Wealth Management | 3,376 | $294.2K | 0.09% | −478−12.4% | Reduced |
| Cahill Financial Advisors Inc | 3,381 | $294.7K | 0.04% | −2,709−44.5% | Reduced |
| Strait & Sound Wealth Management LLC | 3,596 | $295.5K | 0.17% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,395 | $295.9K | 0.10% | +13+0.4% | Added |
| Gries Financial LLC | 3,401 | $296.4K | 0.05% | +3,401 | New |
| ERTS Wealth Advisors, LLC | 3,402 | $296.5K | 0.06% | −117−3.3% | Reduced |
| ASB Consultores, LLC | 3,410 | $297.2K | 0.08% | +3,410 | New |
| AlTi Global, Inc. | 3,389 | $297.7K | 0.01% | +3,389 | New |
| Hillsdale Investment Management Inc. | 3,431 | $299.0K | 0.02% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,640 | $299.9K | 0.23% | −2,724−42.8% | Reduced |
| Onefund, LLC | 3,448 | $300.0K | 0.36% | −70−2.0% | Reduced |
| FDx Advisors, Inc. | 3,454 | $301.0K | 0.05% | −23,156−87.0% | Reduced |
| Keebeck Wealth Management, LLC | 3,430 | $301.3K | 0.04% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,473 | $302.7K | 0.10% | −1,173−25.2% | Reduced |
| CM Wealth Advisors LLC | 3,699 | $302.9K | 0.09% | +3,699 | New |
| Delap Wealth Advisory, LLC | 3,479 | $303.2K | 0.12% | +3,479 | New |
| MMBG Investment Advisors Co. | 3,480 | $303.3K | 0.03% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 3,493 | $304.4K | 0.10% | +3,493 | New |
| Quadrant Capital Group LLC | 3,492 | $304.5K | 0.02% | −851−19.6% | Reduced |
| Alta Advisers Ltd | 3,500 | $305.0K | 0.15% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,518 | $306.6K | 0.01% | +470+15.4% | Added |
| Hoey Investments, Inc | 3,535 | $308.1K | 0.07% | +1,700+92.6% | Added |
| Skopos Labs, Inc. | 3,553 | $309.2K | 0.13% | +494+16.1% | Added |
| Quantum Private Wealth, LLC | 3,560 | $310.3K | 0.11% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,569 | $310.8K | 0.08% | +12+0.3% | Added |
| Family Legacy, Inc. | 3,568 | $310.9K | 0.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,591 | $313.0K | 0.05% | +41+1.2% | Added |
| Constitution Capital LLC | 3,600 | $313.7K | 0.18% | −200−5.3% | Reduced |
| Blueprint Investment Partners LLC | 3,603 | $314.0K | 0.06% | +3,603 | New |
| Good Life Advisors, LLC | 3,611 | $314.7K | 0.03% | +934+34.9% | Added |
| Park National Corp | 3,617 | $315.2K | 0.01% | +216+6.4% | Added |
| Alpha Family Trust | 3,620 | $315.5K | 0.19% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,627 | $316.1K | 0.18% | +821+29.3% | Added |
| Signal Advisors Wealth, LLC | 3,633 | $316.6K | 0.08% | +911+33.5% | Added |
| Wedmont Private Capital | 3,798 | $318.3K | 0.02% | +166+4.6% | Added |
| Emprise Bank | 3,655 | $318.5K | 0.21% | +3,655 | New |
| Pinnacle Bancorp, Inc. | 3,656 | $318.6K | 0.09% | +257+7.6% | Added |
| Cohen & Steers, Inc. | 3,660 | $319.0K | 0.00% | +557+18.0% | Added |
| RIA Advisory Group LLC | 3,670 | $319.9K | 0.13% | +3,670 | New |
| Excalibur Management Corp | 3,673 | $320.1K | 0.14% | −9−0.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,678 | $320.5K | 0.01% | +3,678 | New |
| Meeder Asset Management Inc | 3,692 | $321.8K | 0.02% | +375+11.3% | Added |
| Catalyst Financial Partners LLC | 4,069 | $321.8K | 0.08% | +1,053+34.9% | Added |
| Strategic Investment Advisors | 3,699 | $322.4K | 0.04% | +404+12.3% | Added |
| Guardian Wealth Advisors, LLC | 3,700 | $322.4K | 0.21% | −90−2.4% | Reduced |
| LRI Investments, LLC | 3,751 | $326.9K | 0.08% | +3,751 | New |
| Precision Wealth Strategies, LLC | 3,753 | $327.1K | 0.31% | −71−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 3,774 | $328.9K | 0.03% | −1,912−33.6% | Reduced |
| Delta Financial Group, Inc. | 3,814 | $332.0K | 0.10% | +150+4.1% | Added |
| Red Door Wealth Management, LLC | 3,826 | $333.4K | 0.06% | −75−1.9% | Reduced |
| Royal Capital Wealth Management, LLC | 3,832 | $334.0K | 0.26% | −140−3.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,848 | $335.4K | 0.16% | +57+1.5% | Added |
| Arcataur Capital Management LLC | 3,857 | $336.1K | 0.12% | 00.0% | Unchanged |
| Thomasville National Bank | 3,863 | $336.7K | 0.03% | −1,997−34.1% | Reduced |
| FLC Capital Advisors | 3,869 | $337.2K | 0.09% | 00.0% | Unchanged |
| jvl associates llc | 3,910 | $340.8K | 0.14% | +70+1.8% | Added |
| TRUE Private Wealth Advisors | 3,925 | $342.0K | 0.04% | −386−9.0% | Reduced |
| Peoples Bank | 3,936 | $343.0K | 0.19% | +100+2.6% | Added |
| Lebenthal Global Advisors, LLC | 3,944 | $343.7K | 0.08% | +100+2.6% | Added |
| Harbour Trust & Investment Management Co | 3,963 | $345.4K | 0.04% | +196+5.2% | Added |
| PrairieView Partners, LLC | 3,964 | $346.0K | 0.04% | −3,052−43.5% | Reduced |
| MBA Advisors LLC | 3,993 | $348.0K | 0.18% | +586+17.2% | Added |
| Walter Public Investments Inc. | 4,000 | $348.6K | 0.07% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,001 | $348.7K | 0.38% | +2+0.1% | Added |
| 9258 Wealth Management, LLC | 4,011 | $349.6K | 0.05% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 4,014 | $349.8K | 0.21% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,016 | $350.4K | 0.24% | +177+4.6% | Added |
| VeraBank, N.A. | 4,024 | $350.7K | 0.11% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 4,046 | $352.6K | 0.32% | −537−11.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,058 | $353.7K | 0.15% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,094 | $356.8K | 0.02% | +154+3.9% | Added |
| Executive Wealth Management, LLC | 4,105 | $357.3K | 0.03% | +4,105 | New |
| Hedges Asset Management LLC | 4,100 | $357.3K | 0.25% | −200−4.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,100 | $357.3K | 0.10% | +4,100 | New |
| Clarius Group, LLC | 4,108 | $358.0K | 0.02% | −1,164−22.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,118 | $358.9K | 0.05% | +137+3.4% | Added |
| E Fund Management Co., Ltd. | 4,124 | $359.4K | 0.02% | +507+14.0% | Added |
| Mosaic Financial Group, LLC | 4,136 | $360.0K | 0.29% | +4,136 | New |
| CFO4Life Group, LLC | 4,135 | $360.4K | 0.07% | +1,203+41.0% | Added |