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 Manhattan Co | 5,164 | $450.0K | 0.00% | −5−0.1% | Reduced |
| DCM Advisors, LLC | 5,168 | $450.4K | 0.19% | −4,075−44.1% | Reduced |
| Stiles Financial Services Inc | 5,179 | $451.4K | 0.18% | −501−8.8% | Reduced |
| Seelaus Asset Management LLC | 5,190 | $452.3K | 0.45% | −15−0.3% | Reduced |
| Integral Investment Advisors, Inc. | 5,216 | $453.3K | 0.19% | +5,216 | New |
| Invera Wealth Advisors, LLC | 5,778 | $457.6K | 0.39% | +2,576+80.4% | Added |
| 49 Wealth Management, LLC | 5,309 | $462.0K | 0.10% | +160+3.1% | Added |
| Eads & Heald Wealth Management | 5,298 | $462.0K | 0.22% | −1,188−18.3% | Reduced |
| LSV Asset Management | 5,300 | $462.0K | 0.00% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 5,342 | $465.6K | 0.18% | −1,366−20.4% | Reduced |
| Summit Investment Advisory Services, LLC | 5,348 | $466.1K | 0.28% | +776+17.0% | Added |
| Empower Advisory Group, LLC | 5,353 | $466.5K | 0.00% | +1,013+23.3% | Added |
| Manchester Capital Management LLC | 5,358 | $466.9K | 0.06% | +9+0.2% | Added |
| Center for Financial Planning, Inc. | 5,365 | $467.5K | 0.07% | +83+1.6% | Added |
| Balanced Rock Investment Advisor | 5,374 | $468.3K | 0.40% | −665−11.0% | Reduced |
| Optas, LLC | 5,380 | $468.9K | 0.13% | −868−13.9% | Reduced |
| Northwest Bancshares, Inc. | 5,388 | $469.6K | 0.07% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,400 | $470.6K | 0.44% | +10+0.2% | Added |
| StoneX Group Inc. | 5,367 | $471.3K | 0.04% | −61−1.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,410 | $471.5K | 0.27% | −412−7.1% | Reduced |
| Ti-Trust, Inc | 5,410 | $471.5K | 0.35% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 5,427 | $473.0K | 0.26% | +5,427 | New |
| Change Path, LLC | 5,456 | $475.0K | 0.02% | +1,300+31.3% | Added |
| Worth Financial Advisory Group, LLC | 5,454 | $475.3K | 0.33% | +29+0.5% | Added |
| Ballast Advisors LLC | 5,463 | $476.1K | 0.16% | −19−0.3% | Reduced |
| Athena Investment Management | 5,488 | $478.3K | 0.29% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,508 | $480.0K | 0.12% | +20+0.4% | Added |
| Cordatus Wealth Management LLC | 5,516 | $481.0K | 0.35% | −17,160−75.7% | Reduced |
| Continuum Advisory, LLC | 5,821 | $481.7K | 0.07% | −6,407−52.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,533 | $482.2K | 0.04% | −144−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,534 | $482.3K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,538 | $482.6K | 0.27% | +2,344+73.4% | Added |
| Penobscot Investment Management Company, Inc. | 5,541 | $482.9K | 0.05% | −2,525−31.3% | Reduced |
| Radnor Capital Management, LLC | 5,544 | $483.0K | 0.08% | −306−5.2% | Reduced |
| LongView Wealth Management | 5,569 | $485.3K | 0.19% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,570 | $485.4K | 0.09% | +2,516+82.4% | Added |
| Bond & Devick Financial Network, Inc. | 5,583 | $486.6K | 0.26% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 5,608 | $488.8K | 0.43% | −323−5.4% | Reduced |
| Corundum Group, Inc. | 5,637 | $491.3K | 0.24% | +5,637 | New |
| LWMG, LLC | 5,639 | $491.5K | 0.11% | +29+0.5% | Added |
| Lakeview Capital Partners, LLC | 5,651 | $492.5K | 0.08% | +4+0.1% | Added |
| Dorchester Wealth Management Co | 5,655 | $492.8K | 0.09% | +850+17.7% | Added |
| Steward Partners Investment Solutions, LLC | 5,684 | $495.4K | 0.08% | +5,684 | New |
| Triangle Securities Wealth Management | 5,692 | $496.1K | 0.14% | −467−7.6% | Reduced |
| Lake Street Advisors Group, LLC | 5,670 | $498.0K | 0.02% | +807+16.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,768 | $502.7K | 0.13% | −225−3.8% | Reduced |
| MQS Management LLC | 5,776 | $503.4K | 0.29% | +5,776 | New |
| Cambridge Advisors Inc. | 5,779 | $503.7K | 0.12% | −60−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 5,787 | $504.4K | 0.05% | +27+0.5% | Added |
| New Hampshire Trust | 5,799 | $505.4K | 0.12% | +448+8.4% | Added |
| Crumly & Associates Inc. | 5,809 | $506.3K | 0.13% | 00.0% | Unchanged |
| Everpar Advisors LLC | 5,837 | $508.7K | 0.31% | −781−11.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 5,750 | $510.7K | 0.42% | +125+2.2% | Added |
| White Pine Capital LLC | 6,379 | $511.9K | 0.19% | +164+2.6% | Added |
| Pointe Capital Management LLC | 5,940 | $517.7K | 0.32% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,951 | $518.6K | 0.26% | +5,951 | New |
| DGS Capital Management, LLC | 5,953 | $518.8K | 0.15% | +3,075+106.8% | Added |
| 1620 Investment Advisors, Inc. | 5,964 | $519.8K | 0.53% | +5,964 | New |
| Duncker Streett & Co Inc | 5,966 | $519.9K | 0.10% | −536−8.2% | Reduced |
| InTrack Investment Management Inc | 5,973 | $520.5K | 0.39% | +625+11.7% | Added |
| NewEdge Wealth, LLC | 6,437 | $520.9K | 0.01% | +6,437 | New |
| GYL Financial Synergies, LLC | 5,978 | $521.0K | 0.04% | −2,032−25.4% | Reduced |
| OMC Financial Services LTD | 5,980 | $521.0K | 0.26% | +5,980 | New |
| Washington Trust Bank | 6,000 | $522.9K | 0.05% | +31+0.5% | Added |
| Syntax Research, Inc. | 6,033 | $525.7K | 0.40% | +219+3.8% | Added |
| Waldron Private Wealth LLC | 6,005 | $527.6K | 0.02% | +962+19.1% | Added |
| Bellecapital International Ltd. | 6,058 | $528.0K | 0.12% | −260−4.1% | Reduced |
| MONECO Advisors, LLC | 6,067 | $528.8K | 0.08% | +47+0.8% | Added |
| Warren Averett Asset Management, LLC | 6,092 | $530.9K | 0.01% | +784+14.8% | Added |
| Vontobel Asset Management Inc | 6,108 | $532.3K | 0.00% | +269+4.6% | Added |
| Beese Fulmer Investment Management, Inc. | 6,109 | $532.4K | 0.05% | −1,993−24.6% | Reduced |
| Waterloo Capital, L.P. | 6,164 | $537.2K | 0.07% | −463−7.0% | Reduced |
| Titleist Asset Management, LLC | 6,190 | $539.5K | 0.09% | −1,985−24.3% | Reduced |
| General Partner, Inc. | 6,198 | $540.2K | 0.34% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,202 | $540.5K | 0.28% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,203 | $540.6K | 0.06% | +220+3.7% | Added |
| Mission Wealth Management, LP | 6,251 | $544.7K | 0.01% | +718+13.0% | Added |
| Thrive Wealth Management, LLC | 6,256 | $545.2K | 0.11% | −328−5.0% | Reduced |
| IVC Wealth Advisors LLC | 6,270 | $546.4K | 0.32% | +592+10.4% | Added |
| Graypoint LLC | 6,273 | $546.7K | 0.04% | +373+6.3% | Added |
| LGL Partners, LLC | 6,283 | $547.6K | 0.09% | +823+15.1% | Added |
| Cypress Wealth Services, LLC | 6,292 | $548.3K | 0.13% | +101+1.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,310 | $549.9K | 0.33% | +6,310 | New |
| Caldwell Trust Co | 6,317 | $550.5K | 0.06% | −315−4.7% | Reduced |
| First PREMIER Bank | 6,330 | $551.0K | 0.15% | +1,499+31.0% | Added |
| High Note Wealth, LLC | 6,352 | $553.6K | 0.18% | −521−7.6% | Reduced |
| Gilbert & Cook, Inc. | 6,388 | $556.7K | 0.08% | +50+0.8% | Added |
| Cornerstone Advisory, LLC | 6,402 | $557.9K | 0.08% | +625+10.8% | Added |
| Long Road Investment Counsel, LLC | 6,400 | $558.0K | 0.23% | 00.0% | Unchanged |
| Applied Capital LLC | 6,422 | $559.7K | 0.46% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,432 | $560.5K | 0.18% | −100−1.5% | Reduced |
| Shepherd Financial Partners LLC | 6,435 | $560.7K | 0.07% | −194−2.9% | Reduced |
| Prairiewood Capital, LLC | 6,472 | $564.0K | 0.26% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 7,130 | $565.1K | 0.65% | +68+1.0% | Added |
| Silverlake Wealth Management LLC | 6,485 | $565.2K | 0.29% | −66−1.0% | Reduced |
| First County Bank | 6,503 | $566.7K | 0.28% | −4,022−38.2% | Reduced |
| Beta Wealth Group, Inc. | 6,507 | $567.1K | 0.28% | +1,102+20.4% | Added |
| Symmetry Partners, LLC | 6,532 | $569.0K | 0.04% | +6,532 | New |
| Americana Partners, LLC | 6,539 | $569.9K | 0.05% | −777−10.6% | Reduced |
| Rowland & Co Investment Counsel | 6,548 | $570.7K | 0.12% | 00.0% | Unchanged |