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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 8,075 | $703.7K | 0.02% | −200−2.4% | Reduced |
| Williamson Legacy Group, LLC | 8,072 | $703.5K | 0.54% | +8,072 | New |
| Cim Investment Mangement Inc | 8,011 | $698.2K | 0.21% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 8,004 | $697.5K | 0.17% | −14,757−64.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,992 | $696.5K | 0.32% | +2,314+40.8% | Added |
| Avantax Planning Partners, Inc. | 7,950 | $692.8K | 0.02% | +1,943+32.3% | Added |
| Salvus Wealth Management, LLC | 7,949 | $692.8K | 0.47% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 7,937 | $691.7K | 0.40% | −125−1.6% | Reduced |
| Summit Financial, LLC | 7,858 | $690.2K | 0.04% | +445+6.0% | Added |
| Glen Eagle Advisors, LLC | 7,918 | $690.1K | 0.13% | −109−1.4% | Reduced |
| Game Creek Capital, LP | 7,875 | $686.3K | 0.37% | +1,625+26.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,869 | $685.8K | 0.02% | +2,211+39.1% | Added |
| Roberts Glore & Co Inc | 7,868 | $685.7K | 0.21% | −220−2.7% | Reduced |
| Financial Insights, Inc. | 7,823 | $681.8K | 0.19% | −1,448−15.6% | Reduced |
| Hunter Associates Investment Management LLC | 7,814 | $680.0K | 0.11% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,794 | $679.2K | 0.03% | +4,563+141.2% | Added |
| Studio Investment Management LLC | 7,731 | $678.9K | 0.16% | +2,171+39.0% | Added |
| Nations Financial Group Inc, | 7,784 | $678.4K | 0.06% | −13,732−63.8% | Reduced |
| Nvest Financial, LLC | 7,764 | $676.6K | 0.45% | +1,171+17.8% | Added |
| Martin & Co Inc | 7,737 | $674.3K | 0.16% | −203−2.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,735 | $674.0K | 0.53% | +35+0.5% | Added |
| Winthrop Capital Management, LLC | 7,734 | $674.0K | 0.31% | +95+1.2% | Added |
| First Financial Bank - Trust Division | 7,729 | $673.6K | 0.06% | −100−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,725 | $673.2K | 0.11% | +635+9.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,725 | $673.2K | 0.16% | +884+12.9% | Added |
| USAdvisors Wealth Management, LLC | 7,712 | $670.0K | 0.25% | +32+0.4% | Added |
| AE Wealth Management LLC | 7,682 | $669.4K | 0.01% | −133,825−94.6% | Reduced |
| Van Hulzen Asset Management, LLC | 7,637 | $666.0K | 0.04% | +987+14.8% | Added |
| World Equity Group, Inc. | 7,558 | $658.7K | 0.14% | +475+6.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 7,544 | $657.5K | 0.86% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7,531 | $656.4K | 0.33% | −749−9.0% | Reduced |
| Westhampton Capital, LLC | 7,525 | $655.8K | 0.36% | +800+11.9% | Added |
| First Affirmative Financial Network | 7,460 | $650.2K | 0.48% | +253+3.5% | Added |
| Founders Capital Management, LLC | 7,438 | $648.2K | 0.12% | −600−7.5% | Reduced |
| Patten & Patten Inc | 7,435 | $648.0K | 0.05% | +12+0.2% | Added |
| EPG Wealth Management LLC | 7,427 | $647.3K | 0.16% | +137+1.9% | Added |
| Midland Wealth Advisors LLC | 7,419 | $646.6K | 0.04% | −77−1.0% | Reduced |
| PAX Financial Group, LLC | 7,408 | $645.6K | 0.13% | −25−0.3% | Reduced |
| DRW Securities, LLC | 7,392 | $644.2K | 0.04% | +7,392 | New |
| Beacon Financial Advisory LLC | 7,374 | $642.6K | 0.31% | +1,932+35.5% | Added |
| New Vernon Investment Management LLC | 7,313 | $637.3K | 0.54% | +3,029+70.7% | Added |
| Vise Technologies, Inc. | 7,311 | $637.2K | 0.13% | −686−8.6% | Reduced |
| Diversified Trust Co | 7,293 | $635.6K | 0.02% | −10,030−57.9% | Reduced |
| Intrust Bank NA | 7,250 | $631.8K | 0.07% | −1,467−16.8% | Reduced |
| Windsor Capital Management, LLC | 7,243 | $631.2K | 0.20% | +79+1.1% | Added |
| Demars Financial Group, LLC | 7,238 | $630.8K | 0.31% | +7,238 | New |
| Mount Yale Investment Advisors, LLC | 7,227 | $629.8K | 0.05% | +180+2.6% | Added |
| Bank of Stockton | 7,215 | $628.8K | 0.19% | −37−0.5% | Reduced |
| Crestwood Advisors Group LLC | 7,212 | $628.5K | 0.01% | +1,691+30.6% | Added |
| Hartford Funds Management Co LLC | 7,198 | $627.3K | 0.06% | +1,189+19.8% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,148 | $622.9K | 0.55% | +374+5.5% | Added |
| Marino, Stram & Associates LLC | 7,136 | $621.9K | 0.15% | +9+0.1% | Added |
| Prudent Man Advisors, LLC | 7,129 | $621.3K | 0.23% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,124 | $620.9K | 0.04% | +202+2.9% | Added |
| American State Bank (Iowa) | 7,119 | $620.4K | 0.42% | −941−11.7% | Reduced |
| Prestige Wealth Management Group LLC | 7,061 | $620.3K | 0.13% | +57+0.8% | Added |
| Connectus Wealth, LLC | 7,114 | $620.2K | 0.02% | −3,693−34.2% | Reduced |
| Baxter Bros Inc | 7,114 | $620.0K | 0.08% | −425−5.6% | Reduced |
| Spirit of America Management Corp | 7,069 | $616.1K | 0.12% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 7,060 | $615.3K | 0.08% | +3,422+94.1% | Added |
| GSB Wealth Management, LLC | 7,031 | $612.8K | 0.17% | −480−6.4% | Reduced |
| Formidable Asset Management, LLC | 7,029 | $612.6K | 0.10% | +7,029 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,017 | $611.5K | 0.15% | −60−0.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 7,470 | $610.3K | 0.28% | +551+8.0% | Added |
| Parkside Financial Bank & Trust | 6,999 | $610.0K | 0.10% | +722+11.5% | Added |
| Sentry Investment Management LLC | 6,991 | $609.0K | 0.24% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,975 | $607.9K | 0.12% | +1,819+35.3% | Added |
| Bollard Group LLC | 6,961 | $607.0K | 0.02% | +30+0.4% | Added |
| Confluence Wealth Services, Inc. | 6,943 | $605.1K | 0.05% | −1,033−13.0% | Reduced |
| AdvisorNet Financial, Inc | 6,898 | $601.1K | 0.06% | −1,004−12.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,897 | $601.1K | 0.02% | −1,273−15.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,842 | $596.3K | 0.05% | +631+10.2% | Added |
| Transamerica Financial Advisors, Inc. | 6,771 | $591.0K | 0.06% | +152+2.3% | Added |
| Principle Wealth Partners LLC | 6,775 | $590.4K | 0.05% | −645−8.7% | Reduced |
| JJJ Advisors Inc. | 6,767 | $590.1K | 0.13% | +3,845+131.6% | Added |
| Pallas Capital Advisors LLC | 6,764 | $589.5K | 0.02% | +696+11.5% | Added |
| Rogco, LP | 6,762 | $589.3K | 0.24% | −52−0.8% | Reduced |
| CWA Asset Management Group, LLC | 6,761 | $589.2K | 0.04% | +2,195+48.1% | Added |
| Sutton Place Investors LLC | 6,710 | $584.8K | 0.29% | +273+4.2% | Added |
| ZWJ Investment Counsel Inc | 6,700 | $583.9K | 0.03% | +6,700 | New |
| Biltmore Wealth Management, LLC | 7,084 | $583.6K | 0.28% | 00.0% | Unchanged |
| CX Institutional | 6,686 | $582.7K | 0.03% | +208+3.2% | Added |
| Accordant Advisory Group Inc | 6,659 | $580.3K | 0.43% | +6,659 | New |
| Measured Wealth Private Client Group, LLC | 6,598 | $575.0K | 0.20% | −7−0.1% | Reduced |
| Rowland & Co Investment Counsel | 6,548 | $570.7K | 0.12% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,539 | $569.9K | 0.05% | −777−10.6% | Reduced |
| Symmetry Partners, LLC | 6,532 | $569.0K | 0.04% | +6,532 | New |
| Beta Wealth Group, Inc. | 6,507 | $567.1K | 0.28% | +1,102+20.4% | Added |
| First County Bank | 6,503 | $566.7K | 0.28% | −4,022−38.2% | Reduced |
| Silverlake Wealth Management LLC | 6,485 | $565.2K | 0.29% | −66−1.0% | Reduced |
| Phillips Wealth Planners LLC | 7,130 | $565.1K | 0.65% | +68+1.0% | Added |
| Prairiewood Capital, LLC | 6,472 | $564.0K | 0.26% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 6,435 | $560.7K | 0.07% | −194−2.9% | Reduced |
| Redmond Asset Management, LLC | 6,432 | $560.5K | 0.18% | −100−1.5% | Reduced |
| Applied Capital LLC | 6,422 | $559.7K | 0.46% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 6,400 | $558.0K | 0.23% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,402 | $557.9K | 0.08% | +625+10.8% | Added |
| Gilbert & Cook, Inc. | 6,388 | $556.7K | 0.08% | +50+0.8% | Added |
| High Note Wealth, LLC | 6,352 | $553.6K | 0.18% | −521−7.6% | Reduced |
| First PREMIER Bank | 6,330 | $551.0K | 0.15% | +1,499+31.0% | Added |