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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 4,979 | $433.9K | 0.24% | +500+11.2% | Added |
| Gsa Capital Partners LLP | 4,945 | $431.0K | 0.03% | +2,086+73.0% | Added |
| Apriem Advisors | 4,937 | $430.3K | 0.05% | −9,643−66.1% | Reduced |
| Wolverine Asset Management LLC | 4,912 | $428.1K | 0.01% | +4,912 | New |
| ELCO Management Co., LLC | 4,907 | $427.6K | 0.26% | −723−12.8% | Reduced |
| US Asset Management LLC | 4,885 | $426.0K | 0.38% | −62−1.3% | Reduced |
| InterOcean Capital Group, LLC | 4,885 | $425.7K | 0.01% | +207+4.4% | Added |
| Martingale Asset Management L P | 4,882 | $425.5K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 4,880 | $425.3K | 0.09% | +220+4.7% | Added |
| BluePath Capital Management, LLC | 4,880 | $425.3K | 0.33% | +884+22.1% | Added |
| Woodward Diversified Capital, LLC | 4,867 | $424.2K | 0.26% | +318+7.0% | Added |
| Leavell Investment Management, Inc. | 4,824 | $424.0K | 0.02% | −692−12.5% | Reduced |
| MBB Public Markets I LLC | 4,862 | $423.7K | 0.03% | +4,862 | New |
| Peoples Financial Services Corp. | 4,850 | $422.7K | 0.18% | −88−1.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 4,809 | $419.1K | 0.44% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,788 | $417.3K | 0.01% | −30,045−86.3% | Reduced |
| AllSquare Wealth Management LLC | 4,784 | $416.9K | 0.24% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,782 | $416.8K | 0.02% | +32+0.7% | Added |
| Davis Capital Management | 4,787 | $416.6K | 0.37% | −612−11.3% | Reduced |
| Girard Partners Ltd. | 4,773 | $416.0K | 0.04% | −347−6.8% | Reduced |
| Wakefield Asset Management LLLP | 4,768 | $415.5K | 0.14% | +4,768 | New |
| Coastal Investment Advisors, Inc. | 4,753 | $414.2K | 0.09% | −607−11.3% | Reduced |
| SS&H Financial Advisors, Inc. | 4,756 | $414.0K | 0.17% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $413.4K | 0.08% | 00.0% | Unchanged |
| Lynch & Associates | 4,739 | $413.0K | 0.10% | +4,739 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,743 | $413.0K | 0.04% | −325−6.4% | Reduced |
| Martin Investment Management, LLC | 4,713 | $410.7K | 0.10% | −9,125−65.9% | Reduced |
| Imprint Wealth LLC | 4,717 | $410.5K | 0.10% | +1,216+34.7% | Added |
| Alpha Omega Wealth Management LLC | 4,706 | $410.1K | 0.08% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 4,700 | $409.6K | 0.15% | +1,570+50.2% | Added |
| Parkside Investments, LLC | 4,694 | $409.1K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,689 | $408.6K | 0.14% | −20−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,678 | $407.7K | 0.06% | +1,061+29.3% | Added |
| Commerzbank Aktiengesellschaft | 4,648 | $406.0K | 0.01% | +1,600+52.5% | Added |
| Probity Advisors, Inc. | 4,649 | $405.2K | 0.08% | +125+2.8% | Added |
| Aspen Investment Management Inc | 4,644 | $405.0K | 0.21% | −250−5.1% | Reduced |
| L2 Asset Management, LLC | 4,636 | $404.0K | 0.13% | +347+8.1% | Added |
| Centaurus Financial, Inc. | 4,637 | $404.0K | 0.03% | +352+8.2% | Added |
| Thoroughbred Financial Services, LLC | 4,643 | $404.0K | 0.04% | +4,643 | New |
| HF Advisory Group, LLC | 4,619 | $402.5K | 0.23% | +4,619 | New |
| Park Edge Advisors, LLC | 4,614 | $402.1K | 0.11% | −722−13.5% | Reduced |
| Alerus Financial NA | 4,607 | $401.5K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,601 | $401.0K | 0.14% | −180−3.8% | Reduced |
| Raleigh Capital Management Inc. | 4,594 | $400.3K | 0.17% | −13,864−75.1% | Reduced |
| Legacy Advisory Services, LLC | 4,585 | $399.6K | 0.38% | −76−1.6% | Reduced |
| Boyar Asset Management Inc. | 4,573 | $398.5K | 0.26% | −82−1.8% | Reduced |
| Jeppson Wealth Management, LLC | 4,533 | $395.1K | 0.15% | +150+3.4% | Added |
| First Trust Investment Solutions L.P. | 4,519 | $393.8K | 0.07% | +704+18.5% | Added |
| New Jersey Better Educational Savings Trust | 4,510 | $393.0K | 0.74% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,512 | $393.0K | 0.04% | −391−8.0% | Reduced |
| Phoenix Holdings Ltd. | 4,485 | $392.6K | 0.01% | +95+2.2% | Added |
| Holistic Financial Partners | 4,497 | $391.9K | 0.20% | −33−0.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $391.3K | 0.17% | +14+0.3% | Added |
| Avestar Capital, LLC | 4,483 | $390.7K | 0.04% | +1,684+60.2% | Added |
| Financial Management Professionals, Inc. | 4,473 | $390.0K | 0.06% | +616+16.0% | Added |
| Knights of Columbus Asset Advisors LLC | 4,472 | $389.7K | 0.03% | +2,428+118.8% | Added |
| WoodTrust Financial Corp | 4,450 | $388.0K | 0.06% | +244+5.8% | Added |
| North Star Investment Management Corp. | 4,451 | $387.9K | 0.03% | −603−11.9% | Reduced |
| Maple Capital Management, Inc. | 4,450 | $387.8K | 0.04% | −308−6.5% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $386.9K | 0.16% | +54+1.2% | Added |
| Meridian Wealth Advisors, LLC | 4,429 | $386.0K | 0.07% | +60+1.4% | Added |
| Marex Group plc | 4,421 | $385.3K | 0.01% | +480+12.2% | Added |
| Garrett Wealth Advisory Group, LLC | 4,400 | $383.5K | 0.16% | +10.0% | Added |
| Virtue Capital Management, LLC | 4,705 | $381.5K | 0.07% | −1,508−24.3% | Reduced |
| Atlas Private Wealth Advisors | 4,375 | $381.3K | 0.13% | +591+15.6% | Added |
| Cedar Brook Financial Partners, LLC | 4,354 | $379.5K | 0.08% | −10.0% | Reduced |
| Kennedy Investment Group | 4,349 | $379.0K | 0.20% | +4,349 | New |
| Wealth Advisory Solutions, LLC | 4,335 | $377.8K | 0.10% | −830−16.1% | Reduced |
| Accurate Wealth Management, LLC | 4,738 | $376.6K | 0.11% | +477+11.2% | Added |
| FIL Ltd | 4,313 | $375.9K | 0.00% | +904+26.5% | Added |
| Hall Capital Management Co Inc | 4,297 | $374.5K | 0.18% | +36+0.8% | Added |
| Gamco Investors, Inc. Et Al | 4,290 | $373.9K | 0.00% | −366−7.9% | Reduced |
| Twin Lakes Capital Management, LLC | 4,286 | $373.6K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,267 | $371.9K | 0.24% | +536+14.4% | Added |
| Cobblestone Capital Advisors LLC | 4,263 | $371.5K | 0.02% | +10.0% | Added |
| Register Financial Advisors LLC | 4,262 | $371.4K | 0.19% | +1,613+60.9% | Added |
| Nwam LLC | 4,492 | $371.3K | 0.03% | +141+3.2% | Added |
| Boston Financial Mangement LLC | 4,252 | $370.6K | 0.01% | −1,032−19.5% | Reduced |
| West Oak Capital, LLC | 4,250 | $370.0K | 0.16% | −1,145−21.2% | Reduced |
| Allstate Corp | 4,227 | $368.4K | 0.03% | −323−7.1% | Reduced |
| Great Diamond Partners, LLC | 4,214 | $367.3K | 0.08% | −15−0.4% | Reduced |
| North Star Asset Management Inc | 4,192 | $365.3K | 0.02% | +177+4.4% | Added |
| Clifford Swan Investment Counsel LLC | 4,187 | $364.9K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,181 | $364.4K | 0.04% | +1,129+37.0% | Added |
| CFO4Life Group, LLC | 4,135 | $360.4K | 0.07% | +1,203+41.0% | Added |
| Mosaic Financial Group, LLC | 4,136 | $360.0K | 0.29% | +4,136 | New |
| E Fund Management Co., Ltd. | 4,124 | $359.4K | 0.02% | +507+14.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,118 | $358.9K | 0.05% | +137+3.4% | Added |
| Clarius Group, LLC | 4,108 | $358.0K | 0.02% | −1,164−22.1% | Reduced |
| Hedges Asset Management LLC | 4,100 | $357.3K | 0.25% | −200−4.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,100 | $357.3K | 0.10% | +4,100 | New |
| Executive Wealth Management, LLC | 4,105 | $357.3K | 0.03% | +4,105 | New |
| WMS Partners, LLC | 4,094 | $356.8K | 0.02% | +154+3.9% | Added |
| Carmichael Hill & Associates, Inc. | 4,058 | $353.7K | 0.15% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 4,046 | $352.6K | 0.32% | −537−11.7% | Reduced |
| VeraBank, N.A. | 4,024 | $350.7K | 0.11% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,016 | $350.4K | 0.24% | +177+4.6% | Added |
| Leverty Financial Group, LLC | 4,014 | $349.8K | 0.21% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,011 | $349.6K | 0.05% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,001 | $348.7K | 0.38% | +2+0.1% | Added |