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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 4,181 | $364.4K | 0.04% | +1,129+37.0% | Added |
| Clifford Swan Investment Counsel LLC | 4,187 | $364.9K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,192 | $365.3K | 0.02% | +177+4.4% | Added |
| Great Diamond Partners, LLC | 4,214 | $367.3K | 0.08% | −15−0.4% | Reduced |
| Allstate Corp | 4,227 | $368.4K | 0.03% | −323−7.1% | Reduced |
| West Oak Capital, LLC | 4,250 | $370.0K | 0.16% | −1,145−21.2% | Reduced |
| Boston Financial Mangement LLC | 4,252 | $370.6K | 0.01% | −1,032−19.5% | Reduced |
| Nwam LLC | 4,492 | $371.3K | 0.03% | +141+3.2% | Added |
| Register Financial Advisors LLC | 4,262 | $371.4K | 0.19% | +1,613+60.9% | Added |
| Cobblestone Capital Advisors LLC | 4,263 | $371.5K | 0.02% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 4,267 | $371.9K | 0.24% | +536+14.4% | Added |
| Twin Lakes Capital Management, LLC | 4,286 | $373.6K | 0.25% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,290 | $373.9K | 0.00% | −366−7.9% | Reduced |
| Hall Capital Management Co Inc | 4,297 | $374.5K | 0.18% | +36+0.8% | Added |
| FIL Ltd | 4,313 | $375.9K | 0.00% | +904+26.5% | Added |
| Accurate Wealth Management, LLC | 4,738 | $376.6K | 0.11% | +477+11.2% | Added |
| Wealth Advisory Solutions, LLC | 4,335 | $377.8K | 0.10% | −830−16.1% | Reduced |
| Kennedy Investment Group | 4,349 | $379.0K | 0.20% | +4,349 | New |
| Cedar Brook Financial Partners, LLC | 4,354 | $379.5K | 0.08% | −10.0% | Reduced |
| Atlas Private Wealth Advisors | 4,375 | $381.3K | 0.13% | +591+15.6% | Added |
| Virtue Capital Management, LLC | 4,705 | $381.5K | 0.07% | −1,508−24.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,400 | $383.5K | 0.16% | +10.0% | Added |
| Marex Group plc | 4,421 | $385.3K | 0.01% | +480+12.2% | Added |
| Meridian Wealth Advisors, LLC | 4,429 | $386.0K | 0.07% | +60+1.4% | Added |
| Indiana Trust & Investment Management CO | 4,440 | $386.9K | 0.16% | +54+1.2% | Added |
| Maple Capital Management, Inc. | 4,450 | $387.8K | 0.04% | −308−6.5% | Reduced |
| North Star Investment Management Corp. | 4,451 | $387.9K | 0.03% | −603−11.9% | Reduced |
| WoodTrust Financial Corp | 4,450 | $388.0K | 0.06% | +244+5.8% | Added |
| Knights of Columbus Asset Advisors LLC | 4,472 | $389.7K | 0.03% | +2,428+118.8% | Added |
| Financial Management Professionals, Inc. | 4,473 | $390.0K | 0.06% | +616+16.0% | Added |
| Avestar Capital, LLC | 4,483 | $390.7K | 0.04% | +1,684+60.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $391.3K | 0.17% | +14+0.3% | Added |
| Holistic Financial Partners | 4,497 | $391.9K | 0.20% | −33−0.7% | Reduced |
| Phoenix Holdings Ltd. | 4,485 | $392.6K | 0.01% | +95+2.2% | Added |
| First Heartland Consultants, Inc. | 4,512 | $393.0K | 0.04% | −391−8.0% | Reduced |
| New Jersey Better Educational Savings Trust | 4,510 | $393.0K | 0.74% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 4,519 | $393.8K | 0.07% | +704+18.5% | Added |
| Jeppson Wealth Management, LLC | 4,533 | $395.1K | 0.15% | +150+3.4% | Added |
| Boyar Asset Management Inc. | 4,573 | $398.5K | 0.26% | −82−1.8% | Reduced |
| Legacy Advisory Services, LLC | 4,585 | $399.6K | 0.38% | −76−1.6% | Reduced |
| Raleigh Capital Management Inc. | 4,594 | $400.3K | 0.17% | −13,864−75.1% | Reduced |
| Boyd Watterson Asset Management LLC | 4,601 | $401.0K | 0.14% | −180−3.8% | Reduced |
| Alerus Financial NA | 4,607 | $401.5K | 0.03% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 4,614 | $402.1K | 0.11% | −722−13.5% | Reduced |
| HF Advisory Group, LLC | 4,619 | $402.5K | 0.23% | +4,619 | New |
| Centaurus Financial, Inc. | 4,637 | $404.0K | 0.03% | +352+8.2% | Added |
| Thoroughbred Financial Services, LLC | 4,643 | $404.0K | 0.04% | +4,643 | New |
| L2 Asset Management, LLC | 4,636 | $404.0K | 0.13% | +347+8.1% | Added |
| Aspen Investment Management Inc | 4,644 | $405.0K | 0.21% | −250−5.1% | Reduced |
| Probity Advisors, Inc. | 4,649 | $405.2K | 0.08% | +125+2.8% | Added |
| Commerzbank Aktiengesellschaft | 4,648 | $406.0K | 0.01% | +1,600+52.5% | Added |
| Fidelis Capital Partners, LLC | 4,678 | $407.7K | 0.06% | +1,061+29.3% | Added |
| Meridian Investment Counsel Inc. | 4,689 | $408.6K | 0.14% | −20−0.4% | Reduced |
| Parkside Investments, LLC | 4,694 | $409.1K | 0.06% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 4,700 | $409.6K | 0.15% | +1,570+50.2% | Added |
| Alpha Omega Wealth Management LLC | 4,706 | $410.1K | 0.08% | 00.0% | Unchanged |
| Imprint Wealth LLC | 4,717 | $410.5K | 0.10% | +1,216+34.7% | Added |
| Martin Investment Management, LLC | 4,713 | $410.7K | 0.10% | −9,125−65.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,743 | $413.0K | 0.04% | −325−6.4% | Reduced |
| Lynch & Associates | 4,739 | $413.0K | 0.10% | +4,739 | New |
| Sanders Morris Harris LLC | 4,744 | $413.4K | 0.08% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 4,756 | $414.0K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,753 | $414.2K | 0.09% | −607−11.3% | Reduced |
| Wakefield Asset Management LLLP | 4,768 | $415.5K | 0.14% | +4,768 | New |
| Girard Partners Ltd. | 4,773 | $416.0K | 0.04% | −347−6.8% | Reduced |
| Davis Capital Management | 4,787 | $416.6K | 0.37% | −612−11.3% | Reduced |
| Connecticut Wealth Management, LLC | 4,782 | $416.8K | 0.02% | +32+0.7% | Added |
| AllSquare Wealth Management LLC | 4,784 | $416.9K | 0.24% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,788 | $417.3K | 0.01% | −30,045−86.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,809 | $419.1K | 0.44% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,850 | $422.7K | 0.18% | −88−1.8% | Reduced |
| MBB Public Markets I LLC | 4,862 | $423.7K | 0.03% | +4,862 | New |
| Leavell Investment Management, Inc. | 4,824 | $424.0K | 0.02% | −692−12.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,867 | $424.2K | 0.26% | +318+7.0% | Added |
| BluePath Capital Management, LLC | 4,880 | $425.3K | 0.33% | +884+22.1% | Added |
| Global X Japan Co., Ltd. | 4,880 | $425.3K | 0.09% | +220+4.7% | Added |
| Martingale Asset Management L P | 4,882 | $425.5K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,885 | $425.7K | 0.01% | +207+4.4% | Added |
| US Asset Management LLC | 4,885 | $426.0K | 0.38% | −62−1.3% | Reduced |
| ELCO Management Co., LLC | 4,907 | $427.6K | 0.26% | −723−12.8% | Reduced |
| Wolverine Asset Management LLC | 4,912 | $428.1K | 0.01% | +4,912 | New |
| Apriem Advisors | 4,937 | $430.3K | 0.05% | −9,643−66.1% | Reduced |
| Gsa Capital Partners LLP | 4,945 | $431.0K | 0.03% | +2,086+73.0% | Added |
| First City Capital Management, Inc. | 4,979 | $433.9K | 0.24% | +500+11.2% | Added |
| Fortis Capital Advisors, LLC | 4,981 | $434.1K | 0.18% | +716+16.8% | Added |
| Alta Capital Management LLC | 5,000 | $435.8K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $435.8K | 0.30% | 00.0% | Unchanged |
| QVR LLC | 5,017 | $437.2K | 0.07% | +5,017 | New |
| Revisor Wealth Management LLC | 5,160 | $437.5K | 0.20% | +2,509+94.6% | Added |
| Oxbow Advisors, LLC | 5,022 | $437.7K | 0.06% | −50,942−91.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,023 | $437.8K | 0.30% | +10+0.2% | Added |
| Wealth Alliance | 5,032 | $438.5K | 0.06% | −7,155−58.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,033 | $438.6K | 0.05% | −200−3.8% | Reduced |
| Tranquilli Financial Advisor LLC | 5,036 | $438.9K | 0.29% | +931+22.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,020 | $441.0K | 0.02% | −499−9.0% | Reduced |
| Keystone Financial Services | 5,112 | $445.5K | 0.19% | +5,112 | New |
| Abbrea Capital, LLC | 5,077 | $446.0K | 0.06% | +125+2.5% | Added |
| Fiduciary Family Office, LLC | 5,141 | $448.0K | 0.18% | +239+4.9% | Added |
| EverSource Wealth Advisors, LLC | 5,584 | $448.2K | 0.04% | +380+7.3% | Added |
| Ellevest, Inc. | 5,144 | $448.3K | 0.03% | +6+0.1% | Added |