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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 10,164 | $885.8K | 0.49% | −290−2.8% | Reduced |
| Chicago Trust Co NA | 10,087 | $879.1K | 0.18% | +1,126+12.6% | Added |
| Alera Investment Advisors, LLC | 10,083 | $878.7K | 0.12% | +745+8.0% | Added |
| Nebula Research & Development LLC | 10,073 | $877.9K | 0.19% | −6,214−38.2% | Reduced |
| American Trust | 10,028 | $873.9K | 0.08% | −835−7.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,021 | $873.3K | 0.50% | −1,024−9.3% | Reduced |
| Colonial Trust Co | 9,995 | $871.1K | 0.16% | −788−7.3% | Reduced |
| Northstar Asset Management LLC | 9,985 | $870.2K | 0.21% | +160+1.6% | Added |
| Flputnam Investment Management Co | 9,977 | $869.5K | 0.02% | −11,485−53.5% | Reduced |
| Richelieu Gestion PLC | 9,968 | $869.0K | 0.89% | −12,517−55.7% | Reduced |
| Verdence Capital Advisors LLC | 9,951 | $867.2K | 0.08% | −7,438−42.8% | Reduced |
| Wealthspire Advisors, LLC | 9,927 | $865.2K | 0.01% | −1,123−10.2% | Reduced |
| Saxon Interests, Inc. | 9,917 | $864.3K | 0.41% | +918+10.2% | Added |
| Rothschild Investment LLC | 9,914 | $864.0K | 0.06% | +118+1.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,896 | $862.4K | 0.24% | +259+2.7% | Added |
| First Pacific Financial | 9,867 | $859.9K | 0.24% | +428+4.5% | Added |
| Old National Bancorp | 9,835 | $857.1K | 0.02% | +47+0.5% | Added |
| Archer Investment Corp | 9,817 | $855.6K | 0.26% | −100−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,814 | $855.3K | 0.06% | −2,064−17.4% | Reduced |
| First Bank & Trust | 9,798 | $853.9K | 0.18% | −9,299−48.7% | Reduced |
| Jmac Enterprises LLC | 9,793 | $853.5K | 0.16% | +900+10.1% | Added |
| Evergreen Capital Management LLC | 9,686 | $850.5K | 0.03% | +828+9.3% | Added |
| TCG Advisory Services, LLC | 9,753 | $850.0K | 0.05% | +7,097+267.2% | Added |
| Cypress Capital Group | 9,709 | $846.1K | 0.10% | −14−0.1% | Reduced |
| Malaga Cove Capital, LLC | 9,655 | $841.4K | 0.34% | −46−0.5% | Reduced |
| Montag A & Associates Inc | 9,550 | $837.9K | 0.04% | +417+4.6% | Added |
| Marcum Wealth, LLC | 9,592 | $835.9K | 0.08% | −1,628−14.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,579 | $834.8K | 0.07% | −204−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,578 | $834.7K | 0.01% | +9,578 | New |
| Buckley Wealth Management, LLC | 9,577 | $834.6K | 0.27% | −236−2.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,534 | $831.0K | 0.34% | −751−7.3% | Reduced |
| Whittier Trust Co | 9,502 | $828.1K | 0.01% | +319+3.5% | Added |
| Clear Harbor Asset Management, LLC | 9,447 | $823.3K | 0.07% | −72−0.8% | Reduced |
| Pacitti Group Inc. | 9,382 | $822.4K | 0.44% | +188+2.0% | Added |
| Altfest L J & Co Inc | 9,434 | $822.0K | 0.12% | +133+1.4% | Added |
| Capstone Triton Financial Group, LLC | 9,399 | $819.1K | 0.58% | +1,154+14.0% | Added |
| Smartleaf Asset Management LLC | 9,381 | $815.4K | 0.16% | +5,112+119.7% | Added |
| Vista Investment Partners LLC | 9,355 | $815.3K | 0.28% | −91−1.0% | Reduced |
| Kades & Cheifetz LLC | 9,337 | $813.7K | 0.52% | +980+11.7% | Added |
| Kure Advisory, LLC | 9,325 | $812.7K | 0.69% | −908−8.9% | Reduced |
| Diligent Investors, LLC | 9,316 | $811.9K | 0.20% | +106+1.2% | Added |
| Private Trust Co NA | 9,315 | $811.8K | 0.09% | −500−5.1% | Reduced |
| WealthPLAN Partners, LLC | 9,303 | $810.7K | 0.08% | +9,303 | New |
| Washington Capital Management Inc | 9,275 | $808.3K | 0.65% | −275−2.9% | Reduced |
| BigSur Wealth Management LLC | 9,200 | $808.1K | 0.25% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9,199 | $808.0K | 0.01% | −2,601−22.0% | Reduced |
| DMG Group, LLC | 9,265 | $807.4K | 0.70% | −737−7.4% | Reduced |
| SPC Financial, Inc. | 9,220 | $803.5K | 0.08% | +860+10.3% | Added |
| Guidance Capital, Inc | 9,923 | $796.1K | 0.29% | +1,554+18.6% | Added |
| Simmons Bank | 9,124 | $795.2K | 0.06% | +598+7.0% | Added |
| Strategic Blueprint, LLC | 9,089 | $792.1K | 0.06% | +734+8.8% | Added |
| Johnson Financial Group, Inc. | 8,994 | $789.2K | 0.04% | +2,049+29.5% | Added |
| Exeter Financial, LLC | 9,391 | $788.1K | 0.36% | +2,222+31.0% | Added |
| Beacon Investment Advisors LLC | 9,035 | $787.4K | 0.45% | +80+0.9% | Added |
| CVA Family Office, LLC | 9,021 | $786.2K | 0.14% | +6+0.1% | Added |
| Jarislowsky, Fraser Ltd | 9,019 | $786.0K | 0.00% | −8,548−48.7% | Reduced |
| Aspire Wealth Management Corp | 9,012 | $785.4K | 0.47% | +12+0.1% | Added |
| Cidel Asset Management Inc | 8,964 | $781.2K | 0.06% | −398−4.3% | Reduced |
| Investment Advisory Services Inc | 8,930 | $778.2K | 0.29% | +42+0.5% | Added |
| First National Bank & Trust Co of Newtown | 8,896 | $775.3K | 0.16% | −311−3.4% | Reduced |
| Violich Capital Management, Inc. | 8,865 | $773.0K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,843 | $770.7K | 0.09% | +1,870+26.8% | Added |
| Paragon Private Wealth Management, LLC | 8,832 | $769.7K | 0.46% | +244+2.8% | Added |
| Hoylecohen, LLC | 8,799 | $766.9K | 0.06% | −1,572−15.2% | Reduced |
| Valmark Advisers, Inc. | 8,756 | $763.1K | 0.01% | −26−0.3% | Reduced |
| Heritage Wealth Management, LLC | 8,755 | $763.0K | 0.39% | −228−2.5% | Reduced |
| Syon Capital LLC | 8,753 | $762.8K | 0.07% | +1,926+28.2% | Added |
| Resurgent Financial Advisors LLC | 8,735 | $761.3K | 0.41% | +3,256+59.4% | Added |
| Trustco Bank Corp N Y | 8,718 | $759.8K | 0.79% | −857−9.0% | Reduced |
| Grove Bank & Trust | 8,696 | $757.9K | 0.13% | +1,414+19.4% | Added |
| Burney Co | 8,689 | $757.3K | 0.03% | −161−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,651 | $754.0K | 0.01% | +1,934+28.8% | Added |
| Benjamin Edwards Inc | 8,630 | $752.0K | 0.15% | −1,988−18.7% | Reduced |
| Vicus Capital | 8,615 | $750.8K | 0.07% | +1,604+22.9% | Added |
| McDaniel Terry & Co | 8,591 | $749.0K | 0.07% | −65−0.8% | Reduced |
| Biltmore Family Office, LLC | 8,516 | $748.0K | 0.15% | +84+1.0% | Added |
| Mitchell Sinkler & Starr | 8,559 | $745.9K | 0.19% | −2,792−24.6% | Reduced |
| Encompass Wealth Advisors, LLC | 8,543 | $744.5K | 0.20% | −34−0.4% | Reduced |
| Inscription Capital, LLC | 8,531 | $743.5K | 0.12% | +2,393+39.0% | Added |
| Keynote Financial Services LLC | 8,522 | $742.7K | 0.62% | +8,522 | New |
| First Commonwealth Financial Corp | 8,520 | $742.5K | 0.20% | −1,552−15.4% | Reduced |
| ClearAlpha Technologies LP | 8,472 | $738.3K | 0.32% | +8,472 | New |
| Ballast, Inc. | 8,454 | $736.8K | 0.23% | +1,375+19.4% | Added |
| Cooper Financial Group | 8,447 | $736.1K | 0.12% | +615+7.9% | Added |
| Sculati Wealth Management, LLC | 8,427 | $734.4K | 0.32% | +8,427 | New |
| Lindbrook Capital, LLC | 8,406 | $732.6K | 0.07% | +150+1.8% | Added |
| Bray Capital Advisors | 8,397 | $731.8K | 0.19% | −395−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 8,378 | $730.1K | 0.02% | +1,476+21.4% | Added |
| Flagship Harbor Advisors, LLC | 8,355 | $728.1K | 0.05% | −159−1.9% | Reduced |
| Modern Wealth Management, LLC | 8,342 | $727.0K | 0.07% | +8,342 | New |
| Mayflower Financial Advisors, LLC | 8,341 | $726.9K | 0.12% | +477+6.1% | Added |
| EP Wealth Advisors, LLC | 8,324 | $725.5K | 0.01% | −322−3.7% | Reduced |
| Barry Investment Advisors, LLC | 8,304 | $723.7K | 0.24% | −450−5.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,239 | $718.0K | 0.02% | +1,729+26.6% | Added |
| Financial Advisory Corp | 8,225 | $717.0K | 0.29% | +339+4.3% | Added |
| Pitti Group Wealth Management, LLC | 8,715 | $716.1K | 0.80% | +140+1.6% | Added |
| BSW Wealth Partners | 8,214 | $715.9K | 0.12% | −1,253−13.2% | Reduced |
| LCNB Corp | 8,179 | $712.8K | 0.26% | −120−1.4% | Reduced |
| City State Bank | 8,122 | $708.0K | 0.31% | +21+0.3% | Added |
| Tiaa Trust, National Association | 8,083 | $704.4K | 0.00% | +1,119+16.1% | Added |