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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; 2,149 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.

Institutional holdersQ1 2024: 2,083 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ1 2024: $95.6B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2023.

Institutions holding MDT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Criterion Capital Advisors, LLC21,519$1.88M1.25%+3,600+20.1%Added
Investment Management Corp of Ontario21,496$1.87M0.06%−9,600−30.9%Reduced
Tradition Wealth Management, LLC21,415$1.87M0.19%+1,808+9.2%Added
Tealwood Asset Management Inc21,407$1.87M0.84%+134+0.6%Added
Valeo Financial Advisors, LLC23,059$1.86M0.07%+1,976+9.4%Added
Wintrust Investments LLC21,286$1.85M0.16%+4,572+27.4%Added
Ashton Thomas Private Wealth, LLC21,170$1.84M0.11%−1,539−6.8%Reduced
Mattern Wealth Management LLC21,033$1.83M0.45%−602−2.8%Reduced
Parallel Advisors, LLC20,963$1.83M0.05%+1,572+8.1%Added
Proequities, Inc.20,651$1.81M0.12%+319+1.6%Added
GPS Wealth Strategies Group, LLC20,749$1.81M0.29%+1,583+8.3%Added
Credential Qtrade Securities Inc.20,738$1.81M0.10%+2,185+11.8%Added
Marshall Wace, LLP20,723$1.81M0.00%+11,005+113.2%Added
Sumitomo Life Insurance Co20,720$1.81M0.05%−815−3.8%Reduced
WCG Wealth Advisors LLC20,668$1.80M0.15%+3,738+22.1%Added
Cypress Asset Management Inc20,616$1.80M0.49%−200−1.0%Reduced
Cascade Investment Advisors, Inc.20,584$1.79M1.17%+445+2.2%Added
Pitcairn Co20,582$1.79M0.12%+2,208+12.0%Added
Shufro Rose & Co LLC20,577$1.79M0.15%−949−4.4%Reduced
Albion Financial Group20,558$1.79M0.14%+1,887+10.1%Added
Norden Group LLC20,534$1.79M0.36%+2,259+12.4%Added
AlphaCentric Advisors LLC20,500$1.79M1.08%00.0%Unchanged
Profund Advisors LLC20,339$1.77M0.07%−2,425−10.7%Reduced
TrueMark Investments, LLC20,334$1.77M1.63%−372−1.8%Reduced
Bank Ozk20,320$1.77M0.79%−1,534−7.0%Reduced
NBT Bank N A20,225$1.76M0.13%−464−2.2%Reduced
Delaney Dennis R20,220$1.76M0.96%+180+0.9%Added
Newman Dignan & Sheerar, Inc.20,179$1.76M0.47%−740−3.5%Reduced
Cambridge Trust Co19,936$1.74M0.07%+813+4.3%Added
Agate Pass Investment Management, LLC19,893$1.73M0.93%+979+5.2%Added
Kidder Stephen W19,830$1.73M0.55%−1,925−8.8%Reduced
Nomura Holdings Inc19,720$1.72M0.01%−21,931−52.7%Reduced
Wetherby Asset Management Inc19,710$1.72M0.08%+1,442+7.9%Added
NFP Retirement, Inc.19,608$1.71M0.15%+19,608New
Red Spruce Capital, LLC19,425$1.69M0.79%+1,473+8.2%Added
LifePlan Financial, LLC19,385$1.69M1.55%+1,212+6.7%Added
Quadcap Wealth Management, LLC19,284$1.68M0.38%−2,595−11.9%Reduced
AXS Investments LLC19,272$1.68M0.40%−371−1.9%Reduced
Signet Investment Advisory Group, Inc.19,214$1.67M0.92%−486−2.5%Reduced
Evergreen Wealth Management, LLC19,165$1.67M1.13%00.0%Unchanged
Agf Management Ltd19,153$1.67M0.01%+9,180+92.0%Added
Fernwood Investment Management, LLC19,135$1.67M0.49%−450−2.3%Reduced
Stone Point Wealth LLC19,026$1.66M0.58%+1,490+8.5%Added
Prudential PLC18,987$1.65M0.01%−33,929−64.1%Reduced
Inspire Trust Co, N.A.18,885$1.65M0.92%+8,016+73.8%Added
New England Asset Management Inc18,800$1.64M0.25%00.0%Unchanged
Citizens National Bank Trust Department18,759$1.63M0.38%−450−2.3%Reduced
GeoWealth Management, LLC18,710$1.63M0.06%+7,180+62.3%Added
Parallax Volatility Advisers, L.P.18,694$1.63M0.05%+18,694New
Millington Financial Advisors, LLC18,681$1.63M1.16%+802+4.5%Added
Regatta Capital Group, LLC18,637$1.62M0.37%+1,173+6.7%Added
Community Bank & Trust, Waco, Texas18,582$1.62M0.40%−17−0.1%Reduced
Patriot Financial Group Insurance Agency, LLC18,575$1.62M0.26%+5,459+41.6%Added
Ontario Teachers Pension Plan Board18,538$1.62M0.01%+18,538New
V-Square Quantitative Management LLC18,520$1.61M0.27%+5,494+42.2%Added
Larson Financial Group LLC18,514$1.61M0.12%+274+1.5%Added
Stock Yards Bank & Trust Co18,513$1.61M0.05%+1,114+6.4%Added
Charter Oak Capital Management, LLC18,335$1.60M0.17%+265+1.5%Added
AIMZ Investment Advisors, LLC18,328$1.60M0.60%+50.0%Added
Griffin Asset Management, Inc.18,324$1.60M0.19%−449−2.4%Reduced
Jacobi Capital Management LLC18,271$1.59M0.15%+100+0.6%Added
Rockland Trust Co18,227$1.59M0.08%−2,407−11.7%Reduced
New England Research & Management, Inc.18,149$1.58M0.78%+115+0.6%Added
IHT Wealth Management, LLC18,142$1.58M0.06%+4,366+31.7%Added
Equitable Trust Co18,033$1.57M0.11%+104+0.6%Added
Highlander Capital Management, LLC18,006$1.57M0.54%00.0%Unchanged
Kingsview Wealth Management, LLC18,001$1.57M0.04%−49,686−73.4%Reduced
Sciencast Management LP17,945$1.56M0.95%−904−4.8%Reduced
Blume Capital Management, Inc.17,890$1.56M0.38%+50+0.3%Added
Legacy Wealth Asset Management, LLC17,885$1.56M0.43%+313+1.8%Added
Tectonic Advisors LLC17,850$1.56M0.12%+324+1.8%Added
First Hawaiian Bank17,838$1.55M0.05%−4,900−21.5%Reduced
Three Bridge Wealth Advisors, LLC17,607$1.55M0.61%+3,676+26.4%Added
Beacon Financial Group17,726$1.54M0.18%−1,531−8.0%Reduced
McKinley Carter Wealth Services, Inc.17,716$1.54M0.10%+980+5.9%Added
Buckingham Strategic Wealth, LLC17,692$1.54M0.02%+1,180+7.1%Added
Chiron Capital Management, LLC17,620$1.54M1.39%+318+1.8%Added
Venture Visionary Partners LLC17,613$1.54M0.07%+1,881+12.0%Added
Belpointe Asset Management LLC17,565$1.53M0.11%−2,250−11.4%Reduced
Harrington Investments, INC17,551$1.53M0.88%+1,323+8.2%Added
Foster & Motley Inc17,524$1.53M0.11%+1,555+9.7%Added
Suvretta Capital Management, LLC17,460$1.52M0.06%00.0%Unchanged
Engineers Gate Manager LP17,424$1.52M0.04%+17,424New
Dempze Nancy E17,304$1.51M1.15%+1,770+11.4%Added
SNS Financial Group, LLC17,165$1.51M0.17%−255−1.5%Reduced
Trust Co of Toledo NA17,299$1.51M0.24%+100+0.6%Added
Vectors Research Management, LLC17,288$1.51M0.43%+10,887+170.1%Added
TCM Advisors, LLC–$1.50M1.18%––
J.W. Cole Advisors, Inc.17,197$1.50M0.08%−381−2.2%Reduced
Benin Management CORP17,101$1.49M0.47%−1,100−6.0%Reduced
Insigneo Advisory Services, LLC16,972$1.49M0.18%+16,972New
Bigelow Investment Advisors, LLC17,095$1.49M0.73%+6,327+58.8%Added
OV Management LLC17,000$1.48M1.07%00.0%Unchanged
Wolff Wiese Magana LLC16,911$1.47M1.27%+389+2.4%Added
Westside Investment Management, Inc.16,907$1.47M0.35%−1,360−7.4%Reduced
UBS Oconnor LLC16,702$1.46M0.04%−5,626−25.2%Reduced
Dudley Capital Management, LLC16,706$1.45M0.85%00.0%Unchanged
Oak Associates, Ltd16,662$1.45M0.10%−10,014−37.5%Reduced
Buckingham Capital Management, Inc.16,472$1.44M0.18%+591+3.7%Added
Oarsman Capital, Inc.16,462$1.43M0.34%−235−1.4%Reduced