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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 6,317 | $550.5K | 0.06% | −315−4.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,310 | $549.9K | 0.33% | +6,310 | New |
| Cypress Wealth Services, LLC | 6,292 | $548.3K | 0.13% | +101+1.6% | Added |
| LGL Partners, LLC | 6,283 | $547.6K | 0.09% | +823+15.1% | Added |
| Graypoint LLC | 6,273 | $546.7K | 0.04% | +373+6.3% | Added |
| IVC Wealth Advisors LLC | 6,270 | $546.4K | 0.32% | +592+10.4% | Added |
| Thrive Wealth Management, LLC | 6,256 | $545.2K | 0.11% | −328−5.0% | Reduced |
| Mission Wealth Management, LP | 6,251 | $544.7K | 0.01% | +718+13.0% | Added |
| Papp L Roy & Associates | 6,203 | $540.6K | 0.06% | +220+3.7% | Added |
| Mechanics Financial Corp | 6,202 | $540.5K | 0.28% | 00.0% | Unchanged |
| General Partner, Inc. | 6,198 | $540.2K | 0.34% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 6,190 | $539.5K | 0.09% | −1,985−24.3% | Reduced |
| Waterloo Capital, L.P. | 6,164 | $537.2K | 0.07% | −463−7.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 6,109 | $532.4K | 0.05% | −1,993−24.6% | Reduced |
| Vontobel Asset Management Inc | 6,108 | $532.3K | 0.00% | +269+4.6% | Added |
| Warren Averett Asset Management, LLC | 6,092 | $530.9K | 0.01% | +784+14.8% | Added |
| MONECO Advisors, LLC | 6,067 | $528.8K | 0.08% | +47+0.8% | Added |
| Bellecapital International Ltd. | 6,058 | $528.0K | 0.12% | −260−4.1% | Reduced |
| Waldron Private Wealth LLC | 6,005 | $527.6K | 0.02% | +962+19.1% | Added |
| Syntax Research, Inc. | 6,033 | $525.7K | 0.40% | +219+3.8% | Added |
| Washington Trust Bank | 6,000 | $522.9K | 0.05% | +31+0.5% | Added |
| OMC Financial Services LTD | 5,980 | $521.0K | 0.26% | +5,980 | New |
| GYL Financial Synergies, LLC | 5,978 | $521.0K | 0.04% | −2,032−25.4% | Reduced |
| NewEdge Wealth, LLC | 6,437 | $520.9K | 0.01% | +6,437 | New |
| InTrack Investment Management Inc | 5,973 | $520.5K | 0.39% | +625+11.7% | Added |
| Duncker Streett & Co Inc | 5,966 | $519.9K | 0.10% | −536−8.2% | Reduced |
| 1620 Investment Advisors, Inc. | 5,964 | $519.8K | 0.53% | +5,964 | New |
| DGS Capital Management, LLC | 5,953 | $518.8K | 0.15% | +3,075+106.8% | Added |
| Gen-Wealth Partners Inc | 5,951 | $518.6K | 0.26% | +5,951 | New |
| Pointe Capital Management LLC | 5,940 | $517.7K | 0.32% | 00.0% | Unchanged |
| White Pine Capital LLC | 6,379 | $511.9K | 0.19% | +164+2.6% | Added |
| Patrick M Sweeney & Associates, Inc | 5,750 | $510.7K | 0.42% | +125+2.2% | Added |
| Everpar Advisors LLC | 5,837 | $508.7K | 0.31% | −781−11.8% | Reduced |
| Crumly & Associates Inc. | 5,809 | $506.3K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 5,799 | $505.4K | 0.12% | +448+8.4% | Added |
| TCI Wealth Advisors, Inc. | 5,787 | $504.4K | 0.05% | +27+0.5% | Added |
| Cambridge Advisors Inc. | 5,779 | $503.7K | 0.12% | −60−1.0% | Reduced |
| MQS Management LLC | 5,776 | $503.4K | 0.29% | +5,776 | New |
| Bedell Frazier Investment Counseling, LLC | 5,768 | $502.7K | 0.13% | −225−3.8% | Reduced |
| Lake Street Advisors Group, LLC | 5,670 | $498.0K | 0.02% | +807+16.6% | Added |
| Triangle Securities Wealth Management | 5,692 | $496.1K | 0.14% | −467−7.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 5,684 | $495.4K | 0.08% | +5,684 | New |
| Dorchester Wealth Management Co | 5,655 | $492.8K | 0.09% | +850+17.7% | Added |
| Lakeview Capital Partners, LLC | 5,651 | $492.5K | 0.08% | +4+0.1% | Added |
| LWMG, LLC | 5,639 | $491.5K | 0.11% | +29+0.5% | Added |
| Corundum Group, Inc. | 5,637 | $491.3K | 0.24% | +5,637 | New |
| Richwood Investment Advisors, LLC | 5,608 | $488.8K | 0.43% | −323−5.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,583 | $486.6K | 0.26% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,570 | $485.4K | 0.09% | +2,516+82.4% | Added |
| LongView Wealth Management | 5,569 | $485.3K | 0.19% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,544 | $483.0K | 0.08% | −306−5.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,541 | $482.9K | 0.05% | −2,525−31.3% | Reduced |
| Verity Asset Management, Inc. | 5,538 | $482.6K | 0.27% | +2,344+73.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,534 | $482.3K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,533 | $482.2K | 0.04% | −144−2.5% | Reduced |
| Continuum Advisory, LLC | 5,821 | $481.7K | 0.07% | −6,407−52.4% | Reduced |
| Cordatus Wealth Management LLC | 5,516 | $481.0K | 0.35% | −17,160−75.7% | Reduced |
| Patten Group, Inc. | 5,508 | $480.0K | 0.12% | +20+0.4% | Added |
| Athena Investment Management | 5,488 | $478.3K | 0.29% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,463 | $476.1K | 0.16% | −19−0.3% | Reduced |
| Worth Financial Advisory Group, LLC | 5,454 | $475.3K | 0.33% | +29+0.5% | Added |
| Change Path, LLC | 5,456 | $475.0K | 0.02% | +1,300+31.3% | Added |
| Abbot Financial Management, Inc. | 5,427 | $473.0K | 0.26% | +5,427 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,410 | $471.5K | 0.27% | −412−7.1% | Reduced |
| Ti-Trust, Inc | 5,410 | $471.5K | 0.35% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,367 | $471.3K | 0.04% | −61−1.1% | Reduced |
| Coastwise Capital Group, LLC | 5,400 | $470.6K | 0.44% | +10+0.2% | Added |
| Northwest Bancshares, Inc. | 5,388 | $469.6K | 0.07% | 00.0% | Unchanged |
| Optas, LLC | 5,380 | $468.9K | 0.13% | −868−13.9% | Reduced |
| Balanced Rock Investment Advisor | 5,374 | $468.3K | 0.40% | −665−11.0% | Reduced |
| Center for Financial Planning, Inc. | 5,365 | $467.5K | 0.07% | +83+1.6% | Added |
| Manchester Capital Management LLC | 5,358 | $466.9K | 0.06% | +9+0.2% | Added |
| Empower Advisory Group, LLC | 5,353 | $466.5K | 0.00% | +1,013+23.3% | Added |
| Summit Investment Advisory Services, LLC | 5,348 | $466.1K | 0.28% | +776+17.0% | Added |
| ABLE Financial Group, LLC | 5,342 | $465.6K | 0.18% | −1,366−20.4% | Reduced |
| Eads & Heald Wealth Management | 5,298 | $462.0K | 0.22% | −1,188−18.3% | Reduced |
| LSV Asset Management | 5,300 | $462.0K | 0.00% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 5,309 | $462.0K | 0.10% | +160+3.1% | Added |
| Invera Wealth Advisors, LLC | 5,778 | $457.6K | 0.39% | +2,576+80.4% | Added |
| Integral Investment Advisors, Inc. | 5,216 | $453.3K | 0.19% | +5,216 | New |
| Seelaus Asset Management LLC | 5,190 | $452.3K | 0.45% | −15−0.3% | Reduced |
| Stiles Financial Services Inc | 5,179 | $451.4K | 0.18% | −501−8.8% | Reduced |
| DCM Advisors, LLC | 5,168 | $450.4K | 0.19% | −4,075−44.1% | Reduced |
| First Manhattan Co | 5,164 | $450.0K | 0.00% | −5−0.1% | Reduced |
| Ellevest, Inc. | 5,144 | $448.3K | 0.03% | +6+0.1% | Added |
| EverSource Wealth Advisors, LLC | 5,584 | $448.2K | 0.04% | +380+7.3% | Added |
| Fiduciary Family Office, LLC | 5,141 | $448.0K | 0.18% | +239+4.9% | Added |
| Abbrea Capital, LLC | 5,077 | $446.0K | 0.06% | +125+2.5% | Added |
| Keystone Financial Services | 5,112 | $445.5K | 0.19% | +5,112 | New |
| Robertson Stephens Wealth Management, LLC | 5,020 | $441.0K | 0.02% | −499−9.0% | Reduced |
| Tranquilli Financial Advisor LLC | 5,036 | $438.9K | 0.29% | +931+22.7% | Added |
| Marble Harbor Investment Counsel, LLC | 5,033 | $438.6K | 0.05% | −200−3.8% | Reduced |
| Wealth Alliance | 5,032 | $438.5K | 0.06% | −7,155−58.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,023 | $437.8K | 0.30% | +10+0.2% | Added |
| Oxbow Advisors, LLC | 5,022 | $437.7K | 0.06% | −50,942−91.0% | Reduced |
| Revisor Wealth Management LLC | 5,160 | $437.5K | 0.20% | +2,509+94.6% | Added |
| QVR LLC | 5,017 | $437.2K | 0.07% | +5,017 | New |
| Alta Capital Management LLC | 5,000 | $435.8K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $435.8K | 0.30% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,981 | $434.1K | 0.18% | +716+16.8% | Added |