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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 3,225 | $272.7K | 0.02% | −1,081−25.1% | Reduced |
| Sunbelt Securities, Inc. | 3,128 | $272.6K | 0.03% | +1,737+124.9% | Added |
| Signet Financial Management, LLC | 3,120 | $271.9K | 0.04% | +157+5.3% | Added |
| Capital Planning Advisors, LLC | 3,113 | $271.3K | 0.05% | −19−0.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,425 | $271.2K | 0.16% | −2−0.1% | Reduced |
| United Advisor Group, LLC | 3,104 | $270.5K | 0.10% | +3,104 | New |
| Schmidt P J Investment Management Inc | 3,095 | $269.7K | 0.05% | −68−2.1% | Reduced |
| Zullo Investment Group, Inc. | 3,084 | $268.8K | 0.13% | +23+0.8% | Added |
| Evermay Wealth Management LLC | 3,061 | $268.7K | 0.04% | +87+2.9% | Added |
| Blue Barn Wealth, LLC | 3,077 | $268.2K | 0.15% | −1,682−35.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,255 | $268.1K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 3,253 | $268.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,047 | $267.6K | 0.07% | −91−2.9% | Reduced |
| Umpqua Bank | 3,058 | $266.5K | 0.11% | +3,058 | New |
| Sheets Smith Wealth Management | 3,053 | $266.1K | 0.03% | +58+1.9% | Added |
| Centurion Wealth Management LLC | 3,051 | $265.9K | 0.10% | +80+2.7% | Added |
| Moss Adams Wealth Advisors LLC | 3,027 | $265.7K | 0.04% | +3,027 | New |
| STAR Financial Bank | 3,038 | $264.8K | 0.23% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,994 | $260.9K | 0.03% | +2,994 | New |
| Atlanta Consulting Group Advisors, LLC | 2,983 | $260.0K | 0.09% | +2,983 | New |
| Vestmark Advisory Solutions, Inc. | 2,976 | $259.4K | 0.01% | +2,976 | New |
| LifePro Asset Management | 2,967 | $258.6K | 0.17% | −88−2.9% | Reduced |
| Fort, L.P. | 2,958 | $257.8K | 0.65% | −273−8.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,958 | $257.8K | 0.14% | +50+1.7% | Added |
| Forefront Analytics, LLC | 2,952 | $257.3K | 0.12% | +516+21.2% | Added |
| Exchange Bank | 2,952 | $257.3K | 0.21% | −171−5.5% | Reduced |
| First Citizens Financial Corp | 2,950 | $257.1K | 0.15% | −1,184−28.6% | Reduced |
| Hendley & Co Inc | 2,938 | $256.0K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,107 | $255.9K | 0.00% | +14+0.5% | Added |
| Lion Street Advisors, LLC | 3,104 | $255.7K | 0.10% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,925 | $254.9K | 0.00% | −206−6.6% | Reduced |
| TCP Asset Management, LLC | 2,922 | $254.7K | 0.07% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 2,921 | $254.6K | 0.04% | −209−6.7% | Reduced |
| Wedge Capital Management L L P | 2,920 | $254.5K | 0.00% | +139+5.0% | Added |
| Wilson & Boucher Capital Management, LLC | 2,912 | $253.8K | 0.20% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,910 | $253.6K | 0.03% | −8−0.3% | Reduced |
| Archetype Wealth Partners | 2,906 | $253.0K | 0.04% | +2,906 | New |
| Henry James International Management, Inc. | 2,898 | $252.6K | 0.08% | +4+0.1% | Added |
| Kirtland Hills Capital Management, LLC | 3,077 | $251.1K | 0.22% | +3,077 | New |
| Acadian Asset Management LLC | 2,870 | $250.0K | 0.00% | −25,029−89.7% | Reduced |
| American Investment Services, Inc. | 2,868 | $249.9K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,862 | $249.4K | 0.06% | −396−12.2% | Reduced |
| Wynn Capital, LLC | 2,850 | $248.4K | 0.19% | +400+16.3% | Added |
| David Loasby | 2,944 | $246.7K | 0.03% | +2,944 | New |
| Apeiron RIA LLC | 2,830 | $246.6K | 0.07% | +147+5.5% | Added |
| Old North State Trust, LLC | 2,807 | $245.0K | 0.21% | +2,807 | New |
| Montecito Bank & Trust | 2,806 | $244.5K | 0.05% | −1,266−31.1% | Reduced |
| NBW Capital LLC | 2,806 | $244.5K | 0.05% | −5−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 2,795 | $243.6K | 0.01% | −3,731−57.2% | Reduced |
| Family Management Corp | 2,793 | $243.4K | 0.04% | −625−18.3% | Reduced |
| Renasant Bank | 2,782 | $242.5K | 0.17% | −657−19.1% | Reduced |
| Arden Trust Co | 2,778 | $242.1K | 0.03% | −192−6.5% | Reduced |
| Beaton Management Co. Inc. | 2,778 | $242.0K | 0.13% | +11+0.4% | Added |
| Foguth Wealth Management, LLC. | 2,773 | $241.7K | 0.13% | +2,773 | New |
| MidWestOne Financial Group, Inc. | 2,767 | $241.1K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,042 | $241.1K | 0.05% | +561+22.6% | Added |
| Advisor Resource Council | 2,925 | $241.0K | 0.10% | −492−14.4% | Reduced |
| Sound Income Strategies, LLC | 2,755 | $240.1K | 0.02% | +16+0.6% | Added |
| PFG Advisors | 2,754 | $240.0K | 0.02% | −7,592−73.4% | Reduced |
| Winton Group Ltd | 2,743 | $239.1K | 0.02% | +2,743 | New |
| Ogorek Anthony Joseph | 2,748 | $239.0K | 0.08% | −105−3.7% | Reduced |
| Blueshift Asset Management, LLC | 2,741 | $238.9K | 0.12% | −1,515−35.6% | Reduced |
| Delta Asset Management LLC | 2,740 | $238.8K | 0.02% | −25−0.9% | Reduced |
| Insight Wealth Partners, LLC | 2,732 | $238.1K | 0.15% | −12−0.4% | Reduced |
| Aaron Wealth Advisors | 2,730 | $237.9K | 0.03% | +2,730 | New |
| Austin Private Wealth, LLC | 2,788 | $237.0K | 0.03% | +221+8.6% | Added |
| Ferguson Wellman Capital Management, Inc | 2,718 | $236.9K | 0.00% | −408−13.1% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $236.9K | 0.05% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,712 | $236.4K | 0.11% | −19−0.7% | Reduced |
| First National Bank | 2,710 | $236.2K | 0.18% | −158−5.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,703 | $235.6K | 0.13% | −172−6.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,700 | $235.3K | 0.03% | −1,471−35.3% | Reduced |
| Penn Mutual Asset Management, LLC | 2,700 | $235.3K | 0.50% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,690 | $234.4K | 0.07% | −20−0.7% | Reduced |
| RMB Capital Management, LLC | 2,679 | $233.5K | 0.01% | −174−6.1% | Reduced |
| BKD Wealth Advisors, LLC | 2,661 | $231.9K | 0.01% | +166+6.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,655 | $231.4K | 0.06% | −645−19.5% | Reduced |
| Perritt Capital Management Inc | 2,652 | $231.1K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,648 | $230.8K | 0.01% | −992−27.3% | Reduced |
| Hartline Investment Corp | 2,647 | $230.7K | 0.04% | −4,728−64.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,647 | $230.7K | 0.04% | −81−3.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,641 | $230.2K | 0.01% | +2,641 | New |
| Waterway Wealth Management, LLC | 2,633 | $229.5K | 0.10% | +2,633 | New |
| Secured Retirement Advisors, LLC | 2,628 | $229.0K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,622 | $228.5K | 0.01% | −96−3.5% | Reduced |
| Petrus Trust Company, LTA | 2,620 | $228.3K | 0.02% | −2,426−48.1% | Reduced |
| Rockline Wealth Management, LLC | 2,602 | $226.8K | 0.08% | −38−1.4% | Reduced |
| Barlow Wealth Partners, Inc. | 2,827 | $226.5K | 0.03% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,597 | $226.3K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,592 | $225.9K | 0.01% | −380−12.8% | Reduced |
| Saxony Capital Management, LLC | 2,591 | $225.8K | 0.27% | +68+2.7% | Added |
| Philip James Wealth Mangement, LLC | 2,583 | $225.1K | 0.16% | −1,489−36.6% | Reduced |
| Northstar Group, Inc. | 2,576 | $224.5K | 0.04% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,546 | $221.9K | 0.12% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,545 | $221.8K | 0.05% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 2,537 | $221.1K | 0.07% | +2,537 | New |
| First Interstate Bank | 2,525 | $220.1K | 0.02% | −273−9.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,437 | $219.4K | 0.08% | +27+1.1% | Added |
| BBR Partners, LLC | 2,514 | $219.1K | 0.02% | +2,514 | New |
| Simon Quick Advisors, LLC | 2,511 | $218.8K | 0.02% | +2,511 | New |