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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.

Institutional holdersQ1 2024: 2,083 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ1 2024: $95.6B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2023.

Institutions holding MDT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Walter Public Investments Inc.4,000$348.6K0.07%00.0%Unchanged
MBA Advisors LLC3,993$348.0K0.18%+586+17.2%Added
PrairieView Partners, LLC3,964$346.0K0.04%−3,052−43.5%Reduced
Harbour Trust & Investment Management Co3,963$345.4K0.04%+196+5.2%Added
Lebenthal Global Advisors, LLC3,944$343.7K0.08%+100+2.6%Added
Peoples Bank3,936$343.0K0.19%+100+2.6%Added
TRUE Private Wealth Advisors3,925$342.0K0.04%−386−9.0%Reduced
jvl associates llc3,910$340.8K0.14%+70+1.8%Added
FLC Capital Advisors3,869$337.2K0.09%00.0%Unchanged
Thomasville National Bank3,863$336.7K0.03%−1,997−34.1%Reduced
Arcataur Capital Management LLC3,857$336.1K0.12%00.0%Unchanged
Caldwell Sutter Capital, Inc.3,848$335.4K0.16%+57+1.5%Added
Royal Capital Wealth Management, LLC3,832$334.0K0.26%−140−3.5%Reduced
Red Door Wealth Management, LLC3,826$333.4K0.06%−75−1.9%Reduced
Delta Financial Group, Inc.3,814$332.0K0.10%+150+4.1%Added
Atlantic Union Bankshares Corp3,774$328.9K0.03%−1,912−33.6%Reduced
Precision Wealth Strategies, LLC3,753$327.1K0.31%−71−1.9%Reduced
LRI Investments, LLC3,751$326.9K0.08%+3,751New
Guardian Wealth Advisors, LLC3,700$322.4K0.21%−90−2.4%Reduced
Strategic Investment Advisors3,699$322.4K0.04%+404+12.3%Added
Catalyst Financial Partners LLC4,069$321.8K0.08%+1,053+34.9%Added
Meeder Asset Management Inc3,692$321.8K0.02%+375+11.3%Added
Atalanta Sosnoff Capital, LLC3,678$320.5K0.01%+3,678New
Excalibur Management Corp3,673$320.1K0.14%−9−0.2%Reduced
RIA Advisory Group LLC3,670$319.9K0.13%+3,670New
Cohen & Steers, Inc.3,660$319.0K0.00%+557+18.0%Added
Pinnacle Bancorp, Inc.3,656$318.6K0.09%+257+7.6%Added
Emprise Bank3,655$318.5K0.21%+3,655New
Wedmont Private Capital3,798$318.3K0.02%+166+4.6%Added
Signal Advisors Wealth, LLC3,633$316.6K0.08%+911+33.5%Added
Powers Advisory Group, LLC3,627$316.1K0.18%+821+29.3%Added
Alpha Family Trust3,620$315.5K0.19%00.0%Unchanged
Park National Corp3,617$315.2K0.01%+216+6.4%Added
Good Life Advisors, LLC3,611$314.7K0.03%+934+34.9%Added
Blueprint Investment Partners LLC3,603$314.0K0.06%+3,603New
Constitution Capital LLC3,600$313.7K0.18%−200−5.3%Reduced
Aviance Capital Partners, LLC3,591$313.0K0.05%+41+1.2%Added
Family Legacy, Inc.3,568$310.9K0.11%00.0%Unchanged
M&R Capital Management Inc3,569$310.8K0.08%+12+0.3%Added
Quantum Private Wealth, LLC3,560$310.3K0.11%00.0%Unchanged
Skopos Labs, Inc.3,553$309.2K0.13%+494+16.1%Added
Hoey Investments, Inc3,535$308.1K0.07%+1,700+92.6%Added
Citizens Financial Group Inc3,518$306.6K0.01%+470+15.4%Added
Alta Advisers Ltd3,500$305.0K0.15%00.0%Unchanged
Quadrant Capital Group LLC3,492$304.5K0.02%−851−19.6%Reduced
Hillman Capital Management, Inc.3,493$304.4K0.10%+3,493New
MMBG Investment Advisors Co.3,480$303.3K0.03%00.0%Unchanged
Delap Wealth Advisory, LLC3,479$303.2K0.12%+3,479New
CM Wealth Advisors LLC3,699$302.9K0.09%+3,699New
D.B. Root & Company, LLC3,473$302.7K0.10%−1,173−25.2%Reduced
Keebeck Wealth Management, LLC3,430$301.3K0.04%00.0%Unchanged
FDx Advisors, Inc.3,454$301.0K0.05%−23,156−87.0%Reduced
Onefund, LLC3,448$300.0K0.36%−70−2.0%Reduced
Wallace Advisory Group, LLC3,640$299.9K0.23%−2,724−42.8%Reduced
Hillsdale Investment Management Inc.3,431$299.0K0.02%00.0%Unchanged
AlTi Global, Inc.3,389$297.7K0.01%+3,389New
ASB Consultores, LLC3,410$297.2K0.08%+3,410New
ERTS Wealth Advisors, LLC3,402$296.5K0.06%−117−3.3%Reduced
Gries Financial LLC3,401$296.4K0.05%+3,401New
Hurlow Wealth Management Group, Inc.3,395$295.9K0.10%+13+0.4%Added
Strait & Sound Wealth Management LLC3,596$295.5K0.17%00.0%Unchanged
Cahill Financial Advisors Inc3,381$294.7K0.04%−2,709−44.5%Reduced
Aries Wealth Management3,376$294.2K0.09%−478−12.4%Reduced
Perkins Capital Management Inc3,375$294.0K0.25%00.0%Unchanged
Atlas Brown,Inc.3,372$293.9K0.11%+3,372New
Bright Futures Wealth Management, LLC.3,690$292.7K0.16%+3,690New
Ascent Group, LLC3,349$291.9K0.03%+497+17.4%Added
Chicago Partners Investment Group LLC3,586$291.5K0.01%+85+2.4%Added
Dakota Community Bank & Trust NA3,310$288.5K1.56%+525+18.9%Added
Harmony Asset Management LLC3,306$288.1K0.12%+75+2.3%Added
West Family Investments, Inc.3,300$287.6K0.09%+3,300New
McGlone Suttner Wealth Management, Inc.3,297$287.4K0.05%+141+4.5%Added
Cornell Pochily Investment Advisors, Inc.3,279$285.8K0.11%−1,252−27.6%Reduced
Summit Financial Strategies, Inc.3,277$285.6K0.04%−371−10.2%Reduced
Burns J W & Co Inc3,276$285.5K0.04%+486+17.4%Added
Enterprise Financial Services Corp3,271$285.1K0.17%−1,575−32.5%Reduced
Financial Network Wealth Advisors LLC3,258$283.9K0.28%−120−3.6%Reduced
Sienna Gestion3,258$283.9K0.03%+3,258New
Okabena Investment Services Inc3,248$283.1K0.09%00.0%Unchanged
Field & Main Bank3,248$283.1K0.11%−1,192−26.8%Reduced
KPP Advisory Services LLC3,246$282.9K0.08%−517−13.7%Reduced
Cape Investment Advisory, Inc.3,238$282.2K0.13%+41+1.3%Added
Widmann Financial Services, Inc.3,228$281.3K0.24%−70−2.1%Reduced
KFG Wealth Management, LLC3,218$280.4K0.12%+241+8.1%Added
Algert Global LLC3,204$279.2K0.01%+3,204New
Stokes Family Office, LLC3,200$278.9K0.03%00.0%Unchanged
Insight Folios Inc3,191$278.1K0.11%+10.0%Added
Breed's Hill Capital LLC3,190$278.0K0.26%00.0%Unchanged
Capital Advisors, Ltd. LLC3,195$278.0K0.04%+71+2.3%Added
Profit Investment Management, LLC3,177$276.9K0.16%00.0%Unchanged
Innova Wealth Partners3,175$276.7K0.21%00.0%Unchanged
Affiance Financial, LLC3,173$276.5K0.07%−1,231−28.0%Reduced
Smith Shellnut Wilson LLC3,167$276.0K0.15%00.0%Unchanged
Allred Capital Management, LLC3,165$275.8K0.11%−152−4.6%Reduced
Park Place Capital Corp3,160$275.4K0.10%−3,653−53.6%Reduced
Sage Private Wealth Group, LLC3,158$275.2K0.22%+618+24.3%Added
Guardian Wealth Advisors, LLC3,154$274.9K0.03%+310+10.9%Added
Washington Trust Advisors, Inc.3,150$274.5K0.03%+1,608+104.3%Added
Global Trust Asset Management, LLC3,148$274.3K0.11%+1,409+81.0%Added
WD Rutherford LLC3,130$272.8K0.14%+3,130New