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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 6,598 | $575.0K | 0.20% | −7−0.1% | Reduced |
| Accordant Advisory Group Inc | 6,659 | $580.3K | 0.43% | +6,659 | New |
| CX Institutional | 6,686 | $582.7K | 0.03% | +208+3.2% | Added |
| Biltmore Wealth Management, LLC | 7,084 | $583.6K | 0.28% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 6,700 | $583.9K | 0.03% | +6,700 | New |
| Sutton Place Investors LLC | 6,710 | $584.8K | 0.29% | +273+4.2% | Added |
| CWA Asset Management Group, LLC | 6,761 | $589.2K | 0.04% | +2,195+48.1% | Added |
| Rogco, LP | 6,762 | $589.3K | 0.24% | −52−0.8% | Reduced |
| Pallas Capital Advisors LLC | 6,764 | $589.5K | 0.02% | +696+11.5% | Added |
| JJJ Advisors Inc. | 6,767 | $590.1K | 0.13% | +3,845+131.6% | Added |
| Principle Wealth Partners LLC | 6,775 | $590.4K | 0.05% | −645−8.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,771 | $591.0K | 0.06% | +152+2.3% | Added |
| Checchi Capital Advisers, LLC | 6,842 | $596.3K | 0.05% | +631+10.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,897 | $601.1K | 0.02% | −1,273−15.6% | Reduced |
| AdvisorNet Financial, Inc | 6,898 | $601.1K | 0.06% | −1,004−12.7% | Reduced |
| Confluence Wealth Services, Inc. | 6,943 | $605.1K | 0.05% | −1,033−13.0% | Reduced |
| Bollard Group LLC | 6,961 | $607.0K | 0.02% | +30+0.4% | Added |
| GAMMA Investing LLC | 6,975 | $607.9K | 0.12% | +1,819+35.3% | Added |
| Sentry Investment Management LLC | 6,991 | $609.0K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,999 | $610.0K | 0.10% | +722+11.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,470 | $610.3K | 0.28% | +551+8.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,017 | $611.5K | 0.15% | −60−0.8% | Reduced |
| Formidable Asset Management, LLC | 7,029 | $612.6K | 0.10% | +7,029 | New |
| GSB Wealth Management, LLC | 7,031 | $612.8K | 0.17% | −480−6.4% | Reduced |
| Journey Advisory Group, LLC | 7,060 | $615.3K | 0.08% | +3,422+94.1% | Added |
| Spirit of America Management Corp | 7,069 | $616.1K | 0.12% | 00.0% | Unchanged |
| Baxter Bros Inc | 7,114 | $620.0K | 0.08% | −425−5.6% | Reduced |
| Connectus Wealth, LLC | 7,114 | $620.2K | 0.02% | −3,693−34.2% | Reduced |
| Prestige Wealth Management Group LLC | 7,061 | $620.3K | 0.13% | +57+0.8% | Added |
| American State Bank (Iowa) | 7,119 | $620.4K | 0.42% | −941−11.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,124 | $620.9K | 0.04% | +202+2.9% | Added |
| Prudent Man Advisors, LLC | 7,129 | $621.3K | 0.23% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 7,136 | $621.9K | 0.15% | +9+0.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,148 | $622.9K | 0.55% | +374+5.5% | Added |
| Hartford Funds Management Co LLC | 7,198 | $627.3K | 0.06% | +1,189+19.8% | Added |
| Crestwood Advisors Group LLC | 7,212 | $628.5K | 0.01% | +1,691+30.6% | Added |
| Bank of Stockton | 7,215 | $628.8K | 0.19% | −37−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,227 | $629.8K | 0.05% | +180+2.6% | Added |
| Demars Financial Group, LLC | 7,238 | $630.8K | 0.31% | +7,238 | New |
| Windsor Capital Management, LLC | 7,243 | $631.2K | 0.20% | +79+1.1% | Added |
| Intrust Bank NA | 7,250 | $631.8K | 0.07% | −1,467−16.8% | Reduced |
| Diversified Trust Co | 7,293 | $635.6K | 0.02% | −10,030−57.9% | Reduced |
| Vise Technologies, Inc. | 7,311 | $637.2K | 0.13% | −686−8.6% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $637.3K | 0.54% | +3,029+70.7% | Added |
| Beacon Financial Advisory LLC | 7,374 | $642.6K | 0.31% | +1,932+35.5% | Added |
| DRW Securities, LLC | 7,392 | $644.2K | 0.04% | +7,392 | New |
| PAX Financial Group, LLC | 7,408 | $645.6K | 0.13% | −25−0.3% | Reduced |
| Midland Wealth Advisors LLC | 7,419 | $646.6K | 0.04% | −77−1.0% | Reduced |
| EPG Wealth Management LLC | 7,427 | $647.3K | 0.16% | +137+1.9% | Added |
| Patten & Patten Inc | 7,435 | $648.0K | 0.05% | +12+0.2% | Added |
| Founders Capital Management, LLC | 7,438 | $648.2K | 0.12% | −600−7.5% | Reduced |
| First Affirmative Financial Network | 7,460 | $650.2K | 0.48% | +253+3.5% | Added |
| Westhampton Capital, LLC | 7,525 | $655.8K | 0.36% | +800+11.9% | Added |
| Sittner & Nelson, LLC | 7,531 | $656.4K | 0.33% | −749−9.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $657.5K | 0.86% | 00.0% | Unchanged |
| World Equity Group, Inc. | 7,558 | $658.7K | 0.14% | +475+6.7% | Added |
| Van Hulzen Asset Management, LLC | 7,637 | $666.0K | 0.04% | +987+14.8% | Added |
| AE Wealth Management LLC | 7,682 | $669.4K | 0.01% | −133,825−94.6% | Reduced |
| USAdvisors Wealth Management, LLC | 7,712 | $670.0K | 0.25% | +32+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 7,725 | $673.2K | 0.16% | +884+12.9% | Added |
| Jamison Private Wealth Management, Inc. | 7,725 | $673.2K | 0.11% | +635+9.0% | Added |
| First Financial Bank - Trust Division | 7,729 | $673.6K | 0.06% | −100−1.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,735 | $674.0K | 0.53% | +35+0.5% | Added |
| Winthrop Capital Management, LLC | 7,734 | $674.0K | 0.31% | +95+1.2% | Added |
| Martin & Co Inc | 7,737 | $674.3K | 0.16% | −203−2.6% | Reduced |
| Nvest Financial, LLC | 7,764 | $676.6K | 0.45% | +1,171+17.8% | Added |
| Nations Financial Group Inc, | 7,784 | $678.4K | 0.06% | −13,732−63.8% | Reduced |
| Studio Investment Management LLC | 7,731 | $678.9K | 0.16% | +2,171+39.0% | Added |
| Gratus Capital LLC | 7,794 | $679.2K | 0.03% | +4,563+141.2% | Added |
| Hunter Associates Investment Management LLC | 7,814 | $680.0K | 0.11% | 00.0% | Unchanged |
| Financial Insights, Inc. | 7,823 | $681.8K | 0.19% | −1,448−15.6% | Reduced |
| Roberts Glore & Co Inc | 7,868 | $685.7K | 0.21% | −220−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,869 | $685.8K | 0.02% | +2,211+39.1% | Added |
| Game Creek Capital, LP | 7,875 | $686.3K | 0.37% | +1,625+26.0% | Added |
| Glen Eagle Advisors, LLC | 7,918 | $690.1K | 0.13% | −109−1.4% | Reduced |
| Summit Financial, LLC | 7,858 | $690.2K | 0.04% | +445+6.0% | Added |
| Loudon Investment Management, LLC | 7,937 | $691.7K | 0.40% | −125−1.6% | Reduced |
| Salvus Wealth Management, LLC | 7,949 | $692.8K | 0.47% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,950 | $692.8K | 0.02% | +1,943+32.3% | Added |
| FSB Premier Wealth Management, Inc. | 7,992 | $696.5K | 0.32% | +2,314+40.8% | Added |
| Harfst & Associates, Inc. | 8,004 | $697.5K | 0.17% | −14,757−64.8% | Reduced |
| Cim Investment Mangement Inc | 8,011 | $698.2K | 0.21% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 8,072 | $703.5K | 0.54% | +8,072 | New |
| Shelton Capital Management | 8,075 | $703.7K | 0.02% | −200−2.4% | Reduced |
| Tiaa Trust, National Association | 8,083 | $704.4K | 0.00% | +1,119+16.1% | Added |
| City State Bank | 8,122 | $708.0K | 0.31% | +21+0.3% | Added |
| LCNB Corp | 8,179 | $712.8K | 0.26% | −120−1.4% | Reduced |
| BSW Wealth Partners | 8,214 | $715.9K | 0.12% | −1,253−13.2% | Reduced |
| Pitti Group Wealth Management, LLC | 8,715 | $716.1K | 0.80% | +140+1.6% | Added |
| Financial Advisory Corp | 8,225 | $717.0K | 0.29% | +339+4.3% | Added |
| Aptus Capital Advisors, LLC | 8,239 | $718.0K | 0.02% | +1,729+26.6% | Added |
| Barry Investment Advisors, LLC | 8,304 | $723.7K | 0.24% | −450−5.1% | Reduced |
| EP Wealth Advisors, LLC | 8,324 | $725.5K | 0.01% | −322−3.7% | Reduced |
| Mayflower Financial Advisors, LLC | 8,341 | $726.9K | 0.12% | +477+6.1% | Added |
| Modern Wealth Management, LLC | 8,342 | $727.0K | 0.07% | +8,342 | New |
| Flagship Harbor Advisors, LLC | 8,355 | $728.1K | 0.05% | −159−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 8,378 | $730.1K | 0.02% | +1,476+21.4% | Added |
| Bray Capital Advisors | 8,397 | $731.8K | 0.19% | −395−4.5% | Reduced |
| Lindbrook Capital, LLC | 8,406 | $732.6K | 0.07% | +150+1.8% | Added |
| Sculati Wealth Management, LLC | 8,427 | $734.4K | 0.32% | +8,427 | New |