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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 16,556 | $1.43M | 0.27% | +2,817+20.5% | Added |
| Silvercrest Asset Management Group LLC | 16,368 | $1.43M | 0.01% | −32−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 16,366 | $1.43M | 0.15% | +627+4.0% | Added |
| Ameritas Advisory Services, LLC | 16,631 | $1.43M | 0.06% | +140+0.8% | Added |
| Allen Wealth Management, LLC | 16,356 | $1.43M | 1.26% | +16,356 | New |
| Fulton Bank, N.A. | 16,329 | $1.42M | 0.06% | −13,984−46.1% | Reduced |
| Rathbone Brothers plc | 16,213 | $1.41M | 0.01% | −3,613−18.2% | Reduced |
| Lakeside Advisors, INC. | 16,205 | $1.41M | 0.90% | −194−1.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,084 | $1.40M | 0.56% | −118−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 16,071 | $1.40M | 0.97% | −39−0.2% | Reduced |
| Insight Inv LLC | 16,063 | $1.40M | 1.21% | +225+1.4% | Added |
| Hilltop National Bank | 16,030 | $1.40M | 0.47% | +16,030 | New |
| Rehmann Capital Advisory Group | 15,987 | $1.39M | 0.10% | −757−4.5% | Reduced |
| Harbor Investment Advisory, LLC | 15,913 | $1.39M | 0.14% | +2,051+14.8% | Added |
| LVW Advisors, LLC | 15,892 | $1.38M | 0.23% | +3,271+25.9% | Added |
| Great Waters Wealth Management | 15,843 | $1.38M | 0.23% | +7,533+90.6% | Added |
| Meiji Yasuda Life Insurance Co | 15,809 | $1.38M | 0.03% | +3,241+25.8% | Added |
| Naviter Wealth, LLC | 15,634 | $1.37M | 0.22% | +4,778+44.0% | Added |
| Viawealth, LLC | 15,740 | $1.37M | 0.86% | +700+4.7% | Added |
| Strengthening Families & Communities, LLC | 15,694 | $1.37M | 0.81% | +4,540+40.7% | Added |
| Nicholas Hoffman & Company, LLC. | 15,678 | $1.37M | 0.07% | −436−2.7% | Reduced |
| NTV Asset Management LLC | 15,652 | $1.36M | 0.21% | +207+1.3% | Added |
| Peterson Wealth Services | 15,626 | $1.36M | 0.50% | +728+4.9% | Added |
| CNB Bank | 15,622 | $1.36M | 0.66% | +2,358+17.8% | Added |
| High Net Worth Advisory Group LLC | 15,605 | $1.36M | 0.43% | +1,902+13.9% | Added |
| Clough Capital Partners L P | 15,600 | $1.36M | 0.15% | 00.0% | Unchanged |
| Trust Asset Management LLC | 15,600 | $1.36M | 0.12% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 15,599 | $1.36M | 0.94% | +12,527+407.8% | Added |
| 1st Source Bank | 15,537 | $1.35M | 0.08% | −168−1.1% | Reduced |
| ICW Investment Advisors LLC | 15,425 | $1.34M | 0.60% | +249+1.6% | Added |
| Longfellow Investment Management Co LLC | 15,414 | $1.34M | 0.30% | −3,314−17.7% | Reduced |
| Qtron Investments LLC | 15,395 | $1.34M | 0.19% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 15,378 | $1.34M | 0.90% | +1,200+8.5% | Added |
| Duff & Phelps Investment Management Co | 15,335 | $1.34M | 0.02% | +621+4.2% | Added |
| Dividend Assets Capital, LLC | 15,224 | $1.33M | 0.28% | −37,851−71.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.32M | 0.72% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,185 | $1.32M | 0.04% | −7,971−34.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 15,135 | $1.32M | 0.33% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 15,080 | $1.31M | 0.58% | +90+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,055 | $1.31M | 0.06% | +1,555+11.5% | Added |
| Pictet Bank & Trust Ltd | 14,975 | $1.31M | 1.37% | −1,777−10.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,976 | $1.30M | 1.20% | −103−0.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 14,930 | $1.30M | 0.51% | −1,138−7.1% | Reduced |
| Baader Bank INC | 14,900 | $1.30M | 0.11% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 14,885 | $1.30M | 1.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,834 | $1.29M | 0.03% | +386+2.7% | Added |
| Summit Trail Advisors, LLC | 14,643 | $1.29M | 0.03% | +3,451+30.8% | Added |
| Doliver Advisors, LP | 14,716 | $1.28M | 0.36% | −447−2.9% | Reduced |
| CFS Investment Advisory Services, LLC | 14,687 | $1.28M | 0.22% | −210−1.4% | Reduced |
| Greenleaf Trust | 14,591 | $1.27M | 0.01% | +6,135+72.6% | Added |
| Bowman & Co S.C. | 14,505 | $1.26M | 0.76% | −176−1.2% | Reduced |
| International Assets Investment Management, LLC | 14,478 | $1.26M | 0.13% | +1,871+14.8% | Added |
| Ameritas Investment Partners, Inc. | 14,398 | $1.25M | 0.04% | −2,740−16.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,364 | $1.25M | 0.35% | +250+1.8% | Added |
| Spire Wealth Management | 14,295 | $1.25M | 0.03% | +253+1.8% | Added |
| Whitener Capital Management, Inc. | 14,203 | $1.24M | 0.41% | −271−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 14,194 | $1.24M | 0.03% | −139−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,146 | $1.23M | 0.19% | +8,054+132.2% | Added |
| Perigon Wealth Management, LLC | 14,133 | $1.23M | 0.04% | +1,837+14.9% | Added |
| Outfitter Financial LLC | 14,108 | $1.23M | 1.01% | −205−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 14,089 | $1.23M | 0.13% | −32−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 14,052 | $1.22M | 0.18% | +101+0.7% | Added |
| Community Bank of Raymore | 14,045 | $1.22M | 0.57% | −540−3.7% | Reduced |
| Investors Research Corp | 14,044 | $1.22M | 0.29% | +2,500+21.7% | Added |
| Cigna Investments Inc | 14,022 | $1.22M | 0.23% | −151−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,020 | $1.22M | 0.09% | −158−1.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 13,982 | $1.22M | 0.07% | −850−5.7% | Reduced |
| Central Valley Advisors, LLC | 13,976 | $1.22M | 0.63% | +1,724+14.1% | Added |
| Buckingham Strategic Partners | 13,951 | $1.22M | 0.04% | +8,666+164.0% | Added |
| Umb Bank N A | 13,949 | $1.22M | 0.02% | −7,123−33.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 15,051 | $1.21M | 0.61% | −13,479−47.2% | Reduced |
| Visionary Horizons, LLC | 15,073 | $1.21M | 0.94% | −185−1.2% | Reduced |
| Legacy Advisors, LLC | 13,731 | $1.21M | 0.15% | −10,338−43.0% | Reduced |
| Bryn Mawr Trust Co | 13,839 | $1.21M | 0.05% | +13,839 | New |
| Forum Financial Management, LP | 13,838 | $1.21M | 0.02% | −1,886−12.0% | Reduced |
| Community Financial Services Group, LLC | 13,823 | $1.20M | 0.27% | +13,823 | New |
| Ballentine Partners, LLC | 13,769 | $1.20M | 0.02% | +2,799+25.5% | Added |
| Whittier Trust Co of Nevada Inc | 13,743 | $1.20M | 0.03% | +672+5.1% | Added |
| Neville Rodie & Shaw Inc | 13,728 | $1.20M | 0.09% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 13,693 | $1.19M | 0.24% | +4,993+57.4% | Added |
| Jump Financial, LLC | 13,692 | $1.19M | 0.03% | +7,436+118.9% | Added |
| Cyrus J. Lawrence, LLC | 13,677 | $1.19M | 0.26% | +13,677 | New |
| Rossmore Private Capital | 13,631 | $1.19M | 0.16% | +283+2.1% | Added |
| Claro Advisors LLC | 13,627 | $1.19M | 0.21% | +3,520+34.8% | Added |
| Sentry LLC | 13,604 | $1.19M | 0.22% | −40.0% | Reduced |
| Wellington Shields & Co., LLC | 13,600 | $1.19M | 0.40% | +800+6.3% | Added |
| Meeder Advisory Services, Inc. | 13,589 | $1.18M | 0.12% | +793+6.2% | Added |
| Calamos Wealth Management LLC | 13,580 | $1.18M | 0.07% | −300−2.2% | Reduced |
| Aberdeen Wealth Management LLC | 13,579 | $1.18M | 0.69% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,563 | $1.18M | 0.02% | +2,416+21.7% | Added |
| Pflug Koory, LLC | 13,553 | $1.18M | 0.58% | +88+0.7% | Added |
| Gibbs Wealth Management | 13,542 | $1.18M | 0.68% | +13,542 | New |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.18M | 1.03% | −25−0.2% | Reduced |
| Angeles Investment Advisors, LLC | 13,436 | $1.18M | 0.06% | +809+6.4% | Added |
| Pine Valley Investments Ltd Liability Co | 13,446 | $1.17M | 0.09% | +1,237+10.1% | Added |
| Epiq Partners, LLC | 13,453 | $1.17M | 0.78% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 13,385 | $1.17M | 0.41% | +425+3.3% | Added |
| Legacy Financial Advisors, Inc. | 13,339 | $1.16M | 0.21% | +29+0.2% | Added |
| Avidian Wealth Solutions, LLC | 13,312 | $1.16M | 0.06% | +847+6.8% | Added |
| Sowell Financial Services LLC | 13,145 | $1.16M | 0.05% | +2,051+18.5% | Added |