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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 13,250 | $1.15M | 0.02% | −176−1.3% | Reduced |
| Sandy Spring Bank | 13,198 | $1.15M | 0.05% | −846−6.0% | Reduced |
| Unique Wealth Strategies, LLC | 13,166 | $1.15M | 0.56% | +1,459+12.5% | Added |
| Provenance Wealth Advisors, LLC | 13,149 | $1.15M | 0.16% | +515+4.1% | Added |
| Nemes Rush Group LLC | 13,139 | $1.15M | 0.16% | −116,862−89.9% | Reduced |
| Auxano Advisors, LLC | 13,119 | $1.14M | 0.33% | +1,403+12.0% | Added |
| First Dallas Securities Inc. | 13,098 | $1.14M | 0.53% | +1,450+12.4% | Added |
| Moseley Investment Management Inc | 13,098 | $1.14M | 0.57% | +1,766+15.6% | Added |
| Lipe & Dalton | 13,060 | $1.14M | 0.59% | +200+1.6% | Added |
| Smith, Moore & Co. | 13,031 | $1.14M | 0.12% | +434+3.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.13M | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,835 | $1.13M | 0.03% | +4,422+47.0% | Added |
| Guardian Wealth Management, Inc. | 12,941 | $1.13M | 0.87% | −433−3.2% | Reduced |
| Vident Advisory, LLC | 12,741 | $1.11M | 0.02% | −20,460−61.6% | Reduced |
| Anchor Capital Advisors LLC | 12,740 | $1.11M | 0.03% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 12,670 | $1.10M | 0.18% | +885+7.5% | Added |
| DT Investment Partners, LLC | 12,614 | $1.10M | 0.11% | +730+6.1% | Added |
| Monetary Management Group Inc | 12,582 | $1.10M | 0.31% | −218−1.7% | Reduced |
| Castlekeep Investment Advisors LLC | 12,568 | $1.10M | 0.79% | −1,494−10.6% | Reduced |
| Bank of Hawaii | 12,555 | $1.09M | 0.05% | −264−2.1% | Reduced |
| Peoples Bank | 12,529 | $1.09M | 0.85% | −588−4.5% | Reduced |
| NorthRock Partners, LLC | 12,419 | $1.09M | 0.04% | −27−0.2% | Reduced |
| Signaturefd, LLC | 12,456 | $1.09M | 0.02% | −309−2.4% | Reduced |
| Northwest & Ethical Investments L.P. | 12,439 | $1.08M | 0.03% | +12,439 | New |
| Bristlecone Advisors, LLC | 12,427 | $1.08M | 0.10% | −8,599−40.9% | Reduced |
| Eagle Harbor Asset Management Inc | 12,419 | $1.08M | 1.15% | +13+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,413 | $1.08M | 0.09% | −1,287−9.4% | Reduced |
| Main Street Financial Solutions, LLC | 12,379 | $1.08M | 0.12% | −666−5.1% | Reduced |
| Harbour Investments, Inc. | 12,375 | $1.08M | 0.04% | +613+5.2% | Added |
| Western Wealth Management, LLC | 12,339 | $1.08M | 0.08% | −7,024−36.3% | Reduced |
| St. Clair Advisors, LLC | 12,335 | $1.07M | 0.35% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,280 | $1.07M | 0.13% | +3,949+47.4% | Added |
| ISAM Funds (UK) Ltd | 12,276 | $1.07M | 0.61% | +6,518+113.2% | Added |
| Trust Co of Oklahoma | 12,273 | $1.07M | 0.38% | −50.0% | Reduced |
| iA Global Asset Management Inc. | 12,205 | $1.06M | 0.02% | +6,156+101.8% | Added |
| BKM Wealth Management, LLC | 12,135 | $1.06M | 0.45% | +714+6.3% | Added |
| Tritonpoint Wealth, LLC | 14,215 | $1.05M | 0.11% | +1,398+10.9% | Added |
| Peapack Gladstone Financial Corp | 12,089 | $1.05M | 0.02% | −169−1.4% | Reduced |
| City Holding Co | 12,082 | $1.05M | 0.16% | −1,254−9.4% | Reduced |
| Coldstream Capital Management Inc | 12,055 | $1.05M | 0.03% | +2,945+32.3% | Added |
| Moody National Bank Trust Division | 12,050 | $1.05M | 0.08% | +715+6.3% | Added |
| Bangor Savings Bank | 12,007 | $1.05M | 0.11% | +1,407+13.3% | Added |
| United Community Bank | 12,194 | $1.04M | 0.40% | +4,301+54.5% | Added |
| Williams Jones Wealth Management, LLC. | 11,939 | $1.04M | 0.01% | −860−6.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,934 | $1.04M | 0.12% | −1,120−8.6% | Reduced |
| Sawgrass Asset Management LLC | 11,876 | $1.03M | 0.11% | 00.0% | Unchanged |
| Trust Point Inc. | 11,868 | $1.03M | 0.08% | +1,313+12.4% | Added |
| Peloton Wealth Strategists | 11,860 | $1.03M | 0.42% | −5,400−31.3% | Reduced |
| Xcel Wealth Management, LLC | 11,820 | $1.03M | 0.32% | +140+1.2% | Added |
| Chilton Capital Management LLC | 11,819 | $1.03M | 0.05% | +73+0.6% | Added |
| Essex Financial Services, Inc. | 11,809 | $1.03M | 0.09% | −463−3.8% | Reduced |
| Lecap Asset Management Ltd | 11,806 | $1.03M | 0.21% | +11,806 | New |
| HighPoint Advisor Group LLC | 12,253 | $1.02M | 0.07% | −235−1.9% | Reduced |
| Hilltop Holdings Inc. | 11,732 | $1.02M | 0.11% | −382−3.2% | Reduced |
| Transatlantique Private Wealth LLC | 11,861 | $1.02M | 0.45% | −500−4.0% | Reduced |
| Kinneret Advisory, LLC | 11,598 | $1.02M | 0.10% | −36−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 11,643 | $1.01M | 0.08% | +661+6.0% | Added |
| Ascent Wealth Partners, LLC | 11,625 | $1.01M | 0.15% | +425+3.8% | Added |
| Beaumont Asset Management, L.L.C. | 11,573 | $1.01M | 0.67% | −182−1.5% | Reduced |
| Csenge Advisory Group | 11,521 | $1.00M | 0.06% | +1,820+18.8% | Added |
| Lincoln National Corp | 11,468 | $999.4K | 0.02% | +1,237+12.1% | Added |
| Clearstead Advisors, LLC | 11,961 | $999.0K | 0.05% | −5,579−31.8% | Reduced |
| FRG Family Wealth Advisors LLC | 12,410 | $995.8K | 0.20% | −3,865−23.7% | Reduced |
| Accredited Investors Inc. | 11,340 | $988.2K | 0.06% | −54−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,318 | $986.4K | 0.09% | +3,056+37.0% | Added |
| Personal Cfo Solutions, LLC | 11,313 | $986.0K | 0.15% | +945+9.1% | Added |
| Fiduciary Group LLC | 11,298 | $984.6K | 0.11% | −40−0.4% | Reduced |
| Jupiter Wealth Management LLC | 12,000 | $978.6K | 0.52% | +1,000+9.1% | Added |
| 17 Capital Partners, LLC | 11,228 | $978.5K | 0.73% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,224 | $978.1K | 0.01% | −37−0.3% | Reduced |
| Morningstar Investment Management LLC | 11,215 | $977.0K | 0.11% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,188 | $975.0K | 0.27% | +167+1.5% | Added |
| Central Trust Co | 11,110 | $968.2K | 0.02% | −379−3.3% | Reduced |
| Cito Capital Group, LLC | 11,038 | $968.0K | 0.40% | +50+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 11,018 | $960.2K | 0.28% | −377−3.3% | Reduced |
| River Street Advisors LLC | 10,979 | $956.8K | 0.65% | +2,304+26.6% | Added |
| Lantern Wealth Advisors, LLC | 10,938 | $953.2K | 0.67% | +223+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,843 | $950.7K | 0.13% | +7,591+233.4% | Added |
| Lake Street Financial LLC | 10,894 | $949.4K | 0.13% | −3,739−25.6% | Reduced |
| Capital Investment Advisors, LLC | 10,823 | $943.2K | 0.02% | −1,222−10.1% | Reduced |
| First Foundation Advisors | 10,816 | $942.6K | 0.04% | −575−5.0% | Reduced |
| Coastline Trust Co | 10,810 | $942.1K | 0.11% | −240−2.2% | Reduced |
| XML Financial, LLC | 10,725 | $934.7K | 0.10% | −303−2.7% | Reduced |
| Cornercap Investment Counsel Inc | 10,597 | $923.5K | 0.14% | −854−7.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,580 | $922.1K | 0.24% | +10,580 | New |
| Brighton Jones LLC | 10,554 | $920.2K | 0.03% | −315−2.9% | Reduced |
| Stableford Capital II LLC | 10,531 | $917.8K | 0.37% | −59−0.6% | Reduced |
| FirstPurpose Wealth LLC | 11,113 | $914.9K | 0.33% | −32−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 10,466 | $912.1K | 0.34% | +117+1.1% | Added |
| Stratos Wealth Advisors, LLC | 10,455 | $911.2K | 0.05% | −753−6.7% | Reduced |
| Independent Financial Group, LLC | 10,407 | $907.0K | 0.04% | +160+1.6% | Added |
| Winch Advisory Services, LLC | 10,389 | $905.4K | 0.28% | +120+1.2% | Added |
| Laurel Wealth Advisors LLC | 10,388 | $905.3K | 0.16% | +56+0.5% | Added |
| Quantbot Technologies LP | 10,370 | $903.7K | 0.05% | +10,370 | New |
| IFP Advisors, Inc | 10,329 | $900.3K | 0.04% | −1,272−11.0% | Reduced |
| PFG Investments, LLC | 10,330 | $900.2K | 0.05% | +2,362+29.6% | Added |
| Page Arthur B | 10,214 | $890.1K | 0.92% | −635−5.9% | Reduced |
| Ritholtz Wealth Management | 10,176 | $886.9K | 0.03% | +1,206+13.4% | Added |
| Atomi Financial Group, Inc. | 10,169 | $886.2K | 0.08% | +753+8.0% | Added |