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
- 2,083
- +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
- 937 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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 8,454 | $736.8K | 0.23% | +1,375+19.4% | Added |
| ClearAlpha Technologies LP | 8,472 | $738.3K | 0.32% | +8,472 | New |
| First Commonwealth Financial Corp | 8,520 | $742.5K | 0.20% | −1,552−15.4% | Reduced |
| Keynote Financial Services LLC | 8,522 | $742.7K | 0.62% | +8,522 | New |
| Inscription Capital, LLC | 8,531 | $743.5K | 0.12% | +2,393+39.0% | Added |
| Encompass Wealth Advisors, LLC | 8,543 | $744.5K | 0.20% | −34−0.4% | Reduced |
| Mitchell Sinkler & Starr | 8,559 | $745.9K | 0.19% | −2,792−24.6% | Reduced |
| Biltmore Family Office, LLC | 8,516 | $748.0K | 0.15% | +84+1.0% | Added |
| McDaniel Terry & Co | 8,591 | $749.0K | 0.07% | −65−0.8% | Reduced |
| Vicus Capital | 8,615 | $750.8K | 0.07% | +1,604+22.9% | Added |
| Benjamin Edwards Inc | 8,630 | $752.0K | 0.15% | −1,988−18.7% | Reduced |
| Ronald Blue Trust, Inc. | 8,651 | $754.0K | 0.01% | +1,934+28.8% | Added |
| Burney Co | 8,689 | $757.3K | 0.03% | −161−1.8% | Reduced |
| Grove Bank & Trust | 8,696 | $757.9K | 0.13% | +1,414+19.4% | Added |
| Trustco Bank Corp N Y | 8,718 | $759.8K | 0.79% | −857−9.0% | Reduced |
| Resurgent Financial Advisors LLC | 8,735 | $761.3K | 0.41% | +3,256+59.4% | Added |
| Syon Capital LLC | 8,753 | $762.8K | 0.07% | +1,926+28.2% | Added |
| Heritage Wealth Management, LLC | 8,755 | $763.0K | 0.39% | −228−2.5% | Reduced |
| Valmark Advisers, Inc. | 8,756 | $763.1K | 0.01% | −26−0.3% | Reduced |
| Hoylecohen, LLC | 8,799 | $766.9K | 0.06% | −1,572−15.2% | Reduced |
| Paragon Private Wealth Management, LLC | 8,832 | $769.7K | 0.46% | +244+2.8% | Added |
| Kovack Advisors, Inc. | 8,843 | $770.7K | 0.09% | +1,870+26.8% | Added |
| Violich Capital Management, Inc. | 8,865 | $773.0K | 0.11% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 8,896 | $775.3K | 0.16% | −311−3.4% | Reduced |
| Investment Advisory Services Inc | 8,930 | $778.2K | 0.29% | +42+0.5% | Added |
| Cidel Asset Management Inc | 8,964 | $781.2K | 0.06% | −398−4.3% | Reduced |
| Aspire Wealth Management Corp | 9,012 | $785.4K | 0.47% | +12+0.1% | Added |
| Jarislowsky, Fraser Ltd | 9,019 | $786.0K | 0.00% | −8,548−48.7% | Reduced |
| CVA Family Office, LLC | 9,021 | $786.2K | 0.14% | +6+0.1% | Added |
| Beacon Investment Advisors LLC | 9,035 | $787.4K | 0.45% | +80+0.9% | Added |
| Exeter Financial, LLC | 9,391 | $788.1K | 0.36% | +2,222+31.0% | Added |
| Johnson Financial Group, Inc. | 8,994 | $789.2K | 0.04% | +2,049+29.5% | Added |
| Strategic Blueprint, LLC | 9,089 | $792.1K | 0.06% | +734+8.8% | Added |
| Simmons Bank | 9,124 | $795.2K | 0.06% | +598+7.0% | Added |
| Guidance Capital, Inc | 9,923 | $796.1K | 0.29% | +1,554+18.6% | Added |
| SPC Financial, Inc. | 9,220 | $803.5K | 0.08% | +860+10.3% | Added |
| DMG Group, LLC | 9,265 | $807.4K | 0.70% | −737−7.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,199 | $808.0K | 0.01% | −2,601−22.0% | Reduced |
| BigSur Wealth Management LLC | 9,200 | $808.1K | 0.25% | 00.0% | Unchanged |
| Washington Capital Management Inc | 9,275 | $808.3K | 0.65% | −275−2.9% | Reduced |
| WealthPLAN Partners, LLC | 9,303 | $810.7K | 0.08% | +9,303 | New |
| Private Trust Co NA | 9,315 | $811.8K | 0.09% | −500−5.1% | Reduced |
| Diligent Investors, LLC | 9,316 | $811.9K | 0.20% | +106+1.2% | Added |
| Kure Advisory, LLC | 9,325 | $812.7K | 0.69% | −908−8.9% | Reduced |
| Kades & Cheifetz LLC | 9,337 | $813.7K | 0.52% | +980+11.7% | Added |
| Vista Investment Partners LLC | 9,355 | $815.3K | 0.28% | −91−1.0% | Reduced |
| Smartleaf Asset Management LLC | 9,381 | $815.4K | 0.16% | +5,112+119.7% | Added |
| Capstone Triton Financial Group, LLC | 9,399 | $819.1K | 0.58% | +1,154+14.0% | Added |
| Altfest L J & Co Inc | 9,434 | $822.0K | 0.12% | +133+1.4% | Added |
| Pacitti Group Inc. | 9,382 | $822.4K | 0.44% | +188+2.0% | Added |
| Clear Harbor Asset Management, LLC | 9,447 | $823.3K | 0.07% | −72−0.8% | Reduced |
| Whittier Trust Co | 9,502 | $828.1K | 0.01% | +319+3.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,534 | $831.0K | 0.34% | −751−7.3% | Reduced |
| Buckley Wealth Management, LLC | 9,577 | $834.6K | 0.27% | −236−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,578 | $834.7K | 0.01% | +9,578 | New |
| Cyndeo Wealth Partners, LLC | 9,579 | $834.8K | 0.07% | −204−2.1% | Reduced |
| Marcum Wealth, LLC | 9,592 | $835.9K | 0.08% | −1,628−14.5% | Reduced |
| Montag A & Associates Inc | 9,550 | $837.9K | 0.04% | +417+4.6% | Added |
| Malaga Cove Capital, LLC | 9,655 | $841.4K | 0.34% | −46−0.5% | Reduced |
| Cypress Capital Group | 9,709 | $846.1K | 0.10% | −14−0.1% | Reduced |
| TCG Advisory Services, LLC | 9,753 | $850.0K | 0.05% | +7,097+267.2% | Added |
| Evergreen Capital Management LLC | 9,686 | $850.5K | 0.03% | +828+9.3% | Added |
| Jmac Enterprises LLC | 9,793 | $853.5K | 0.16% | +900+10.1% | Added |
| First Bank & Trust | 9,798 | $853.9K | 0.18% | −9,299−48.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,814 | $855.3K | 0.06% | −2,064−17.4% | Reduced |
| Archer Investment Corp | 9,817 | $855.6K | 0.26% | −100−1.0% | Reduced |
| Old National Bancorp | 9,835 | $857.1K | 0.02% | +47+0.5% | Added |
| First Pacific Financial | 9,867 | $859.9K | 0.24% | +428+4.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,896 | $862.4K | 0.24% | +259+2.7% | Added |
| Rothschild Investment LLC | 9,914 | $864.0K | 0.06% | +118+1.2% | Added |
| Saxon Interests, Inc. | 9,917 | $864.3K | 0.41% | +918+10.2% | Added |
| Wealthspire Advisors, LLC | 9,927 | $865.2K | 0.01% | −1,123−10.2% | Reduced |
| Verdence Capital Advisors LLC | 9,951 | $867.2K | 0.08% | −7,438−42.8% | Reduced |
| Richelieu Gestion PLC | 9,968 | $869.0K | 0.89% | −12,517−55.7% | Reduced |
| Flputnam Investment Management Co | 9,977 | $869.5K | 0.02% | −11,485−53.5% | Reduced |
| Northstar Asset Management LLC | 9,985 | $870.2K | 0.21% | +160+1.6% | Added |
| Colonial Trust Co | 9,995 | $871.1K | 0.16% | −788−7.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,021 | $873.3K | 0.50% | −1,024−9.3% | Reduced |
| American Trust | 10,028 | $873.9K | 0.08% | −835−7.7% | Reduced |
| Nebula Research & Development LLC | 10,073 | $877.9K | 0.19% | −6,214−38.2% | Reduced |
| Alera Investment Advisors, LLC | 10,083 | $878.7K | 0.12% | +745+8.0% | Added |
| Chicago Trust Co NA | 10,087 | $879.1K | 0.18% | +1,126+12.6% | Added |
| HMS Capital Management, LLC | 10,164 | $885.8K | 0.49% | −290−2.8% | Reduced |
| Atomi Financial Group, Inc. | 10,169 | $886.2K | 0.08% | +753+8.0% | Added |
| Ritholtz Wealth Management | 10,176 | $886.9K | 0.03% | +1,206+13.4% | Added |
| Page Arthur B | 10,214 | $890.1K | 0.92% | −635−5.9% | Reduced |
| PFG Investments, LLC | 10,330 | $900.2K | 0.05% | +2,362+29.6% | Added |
| IFP Advisors, Inc | 10,329 | $900.3K | 0.04% | −1,272−11.0% | Reduced |
| Quantbot Technologies LP | 10,370 | $903.7K | 0.05% | +10,370 | New |
| Laurel Wealth Advisors LLC | 10,388 | $905.3K | 0.16% | +56+0.5% | Added |
| Winch Advisory Services, LLC | 10,389 | $905.4K | 0.28% | +120+1.2% | Added |
| Independent Financial Group, LLC | 10,407 | $907.0K | 0.04% | +160+1.6% | Added |
| Stratos Wealth Advisors, LLC | 10,455 | $911.2K | 0.05% | −753−6.7% | Reduced |
| Legacy Capital Group California, Inc. | 10,466 | $912.1K | 0.34% | +117+1.1% | Added |
| FirstPurpose Wealth LLC | 11,113 | $914.9K | 0.33% | −32−0.3% | Reduced |
| Stableford Capital II LLC | 10,531 | $917.8K | 0.37% | −59−0.6% | Reduced |
| Brighton Jones LLC | 10,554 | $920.2K | 0.03% | −315−2.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,580 | $922.1K | 0.24% | +10,580 | New |
| Cornercap Investment Counsel Inc | 10,597 | $923.5K | 0.14% | −854−7.5% | Reduced |
| XML Financial, LLC | 10,725 | $934.7K | 0.10% | −303−2.7% | Reduced |