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; 2,150 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 123,107 | $10.7M | 0.21% | −3,649−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 121,493 | $10.6M | 0.25% | +5,330+4.6% | Added |
| Telos Capital Management, Inc. | 121,406 | $10.6M | 1.19% | +1,222+1.0% | Added |
| Huntington National Bank | 120,762 | $10.5M | 0.08% | −112−0.1% | Reduced |
| Captrust Financial Advisors | 119,920 | $10.5M | 0.04% | −52,511−30.5% | Reduced |
| Gulf International Bank (UK) Ltd | 119,356 | $10.4M | 0.26% | +5,526+4.9% | Added |
| Haverford Financial Services, Inc. | 118,653 | $10.3M | 2.98% | −346−0.3% | Reduced |
| Lighthouse Investment Partners, LLC | 118,647 | $10.3M | 0.61% | +118,647 | New |
| Sompo Asset Management Co., Ltd. | 117,620 | $10.3M | 1.68% | +7,140+6.5% | Added |
| Camden National Bank | 117,388 | $10.2M | 1.81% | −2,666−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 117,229 | $10.2M | 0.80% | +7,191+6.5% | Added |
| First National Trust Co | 115,715 | $10.1M | 0.41% | −4,720−3.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 115,073 | $10.0M | 0.34% | −1,434−1.2% | Reduced |
| GWM Advisors LLC | 114,753 | $10.0M | 0.09% | +10,431+10.0% | Added |
| Gateway Investment Advisers LLC | 114,333 | $9.96M | 0.11% | −17,984−13.6% | Reduced |
| Oregon Public Employees Retirement Fund | 113,679 | $9.91M | 0.20% | +9,780+9.4% | Added |
| Sculptor Capital LP | 113,500 | $9.89M | 0.22% | +43,500+62.1% | Added |
| Quantinno Capital Management LP | 113,076 | $9.86M | 0.21% | +23,738+26.6% | Added |
| Talbot Financial, LLC | 113,022 | $9.85M | 1.32% | +9,642+9.3% | Added |
| Private Advisor Group, LLC | 113,021 | $9.85M | 0.07% | +3,175+2.9% | Added |
| NorthCrest Asset Manangement, LLC | 111,730 | $9.74M | 0.33% | +3,549+3.3% | Added |
| Archon Partners LLC | 111,000 | $9.67M | 1.18% | +2,000+1.8% | Added |
| Running Oak Capital LLC | 110,399 | $9.62M | 1.54% | +15,262+16.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 110,066 | $9.59M | 3.30% | −4,391−3.8% | Reduced |
| Capital Analysts, LLC | 109,769 | $9.57M | 0.45% | +20,375+22.8% | Added |
| Morgan Dempsey Capital Management LLC | 109,713 | $9.56M | 3.06% | −8,159−6.9% | Reduced |
| First National Bank of Omaha | 106,360 | $9.56M | 0.65% | −21,787−17.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 109,485 | $9.54M | 0.11% | +21,702+24.7% | Added |
| Kanawha Capital Management LLC | 109,365 | $9.53M | 0.76% | +16,774+18.1% | Added |
| Nicholas Company, Inc. | 109,340 | $9.53M | 0.16% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 109,322 | $9.53M | 0.21% | +14,004+14.7% | Added |
| Teachers Retirement System of the State of Kentucky | 108,994 | $9.50M | 0.09% | −5,698−5.0% | Reduced |
| Employees Retirement System of Texas | 107,848 | $9.40M | 0.10% | −577,800−84.3% | Reduced |
| General American Investors Co Inc | 107,403 | $9.36M | 0.69% | +2,403+2.3% | Added |
| RPG Investment Advisory, LLC | 107,332 | $9.35M | 1.40% | +893+0.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 113,779 | $9.35M | 1.79% | +3,472+3.1% | Added |
| Sirios Capital Management L P | 106,100 | $9.25M | 1.74% | −23,062−17.9% | Reduced |
| Marks Group Wealth Management, Inc | 105,309 | $9.18M | 0.96% | +4,410+4.4% | Added |
| Hudson Valley Investment Advisors Inc | 105,193 | $9.17M | 1.10% | −923−0.9% | Reduced |
| Sio Capital Management, LLC | 105,000 | $9.15M | 3.19% | +105,000 | New |
| ProVise Management Group, LLC | 104,337 | $9.09M | 0.79% | +49,123+89.0% | Added |
| Exchange Traded Concepts, LLC | 103,884 | $9.05M | 0.23% | +11,967+13.0% | Added |
| Estabrook Capital Management | 103,705 | $9.04M | 1.40% | −365−0.4% | Reduced |
| Country Club Bank | 103,592 | $9.03M | 0.64% | +3,559+3.6% | Added |
| Olstein Capital Management, L.P. | 102,000 | $8.89M | 1.45% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 101,346 | $8.83M | 0.60% | −1,388−1.4% | Reduced |
| Kentucky Retirement Systems | 100,978 | $8.80M | 0.26% | −5,479−5.1% | Reduced |
| GAM Holding AG | 100,802 | $8.78M | 0.64% | −5,095−4.8% | Reduced |
| Bank of Nova Scotia Trust Co | 100,075 | $8.72M | 0.94% | +15,705+18.6% | Added |
| Robeco Schweiz AG | 99,775 | $8.70M | 0.15% | −9,183−8.4% | Reduced |
| Massmutual Trust Co FSB | 99,579 | $8.68M | 0.27% | +11,010+12.4% | Added |
| JB Capital LLC | 99,505 | $8.67M | 0.58% | +9,452+10.5% | Added |
| Motley Fool Wealth Management, LLC | 99,417 | $8.66M | 0.45% | −76−0.1% | Reduced |
| Synovus Financial Corp | 98,979 | $8.63M | 0.11% | −1,343−1.3% | Reduced |
| Washington Trust Co | 98,306 | $8.57M | 0.31% | +348+0.4% | Added |
| Allied Investment Advisors, LLC | 98,279 | $8.57M | 2.07% | +5,141+5.5% | Added |
| CCLA Investment Management Ltd | 98,154 | $8.55M | 0.13% | +3,659+3.9% | Added |
| Mattern Capital Management, LLC | 97,916 | $8.53M | 1.16% | +2,580+2.7% | Added |
| Marco Investment Management LLC | 97,794 | $8.52M | 0.80% | −998−1.0% | Reduced |
| Verition Fund Management LLC | 96,892 | $8.44M | 0.08% | +78,534+427.8% | Added |
| Trillium Asset Management, LLC | 96,458 | $8.41M | 0.21% | −2,292−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 95,699 | $8.40M | 0.09% | +8,350+9.6% | Added |
| King Luther Capital Management Corp | 96,300 | $8.39M | 0.04% | +3,564+3.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 96,265 | $8.39M | 1.00% | +2,574+2.7% | Added |
| Noesis Capital Mangement Corp | 95,453 | $8.32M | 1.85% | −2,241−2.3% | Reduced |
| Coulter & Justus Financial Services, LLC | 95,453 | $8.32M | 1.85% | +95,453 | New |
| United Asset Strategies, Inc. | 95,105 | $8.29M | 0.83% | +23,191+32.2% | Added |
| Panagora Asset Management Inc | 94,893 | $8.27M | 0.04% | −99,230−51.1% | Reduced |
| Maryland State Retirement & Pension System | 104,293 | $8.27M | 0.16% | +884+0.9% | Added |
| Silicon Valley Capital Partners | 94,054 | $8.20M | 1.22% | +21,584+29.8% | Added |
| Allianz SE | 93,995 | $8.19M | 0.26% | +93,995 | New |
| Parthenon LLC | 93,248 | $8.13M | 1.03% | +375+0.4% | Added |
| Advocate Group LLC | 92,781 | $8.09M | 1.61% | +4,922+5.6% | Added |
| Groupama Asset Managment | 68,399 | $8.08M | 0.15% | −140,692−67.3% | Reduced |
| Pacer Advisors, Inc. | 90,238 | $7.86M | 0.02% | +2,402+2.7% | Added |
| Quantitative Investment Management, LLC | 90,190 | $7.86M | 0.46% | +90,190 | New |
| Two Point Capital Management, Inc. | 89,622 | $7.81M | 3.21% | +1,075+1.2% | Added |
| Stockman Wealth Management, Inc. | 88,927 | $7.75M | 1.37% | +88,927 | New |
| Tokio Marine Asset Management Co Ltd | 88,582 | $7.72M | 0.39% | −4,815−5.2% | Reduced |
| Westchester Capital Management, Inc. | 87,629 | $7.64M | 1.92% | −635−0.7% | Reduced |
| Parcion Private Wealth LLC | 86,889 | $7.57M | 0.67% | −1,028−1.2% | Reduced |
| Valley National Advisers Inc | 86,886 | $7.57M | 1.14% | +11,029+14.5% | Added |
| Sit Investment Associates Inc | 86,865 | $7.57M | 0.17% | +24,280+38.8% | Added |
| Hartford Investment Management Co | 85,911 | $7.49M | 0.26% | −3,741−4.2% | Reduced |
| Credit Agricole S A | 93,660 | $7.42M | 0.13% | +37,078+65.5% | Added |
| St Germain D J Co Inc | 85,042 | $7.41M | 0.36% | +14,983+21.4% | Added |
| FineMark National Bank & Trust | 84,438 | $7.36M | 0.27% | +5,071+6.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 83,963 | $7.32M | 2.01% | +795+1.0% | Added |
| Gabelli Funds LLC | 82,990 | $7.23M | 0.05% | −300−0.4% | Reduced |
| Cheviot Value Management, LLC | 82,744 | $7.21M | 1.58% | +3,831+4.9% | Added |
| Bailard, Inc. | 81,429 | $7.10M | 0.20% | +721+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 81,330 | $7.09M | 0.27% | −11,395−12.3% | Reduced |
| Somerville Kurt F | 81,314 | $7.09M | 1.21% | +4,035+5.2% | Added |
| Anchor Investment Management, LLC | 81,311 | $7.09M | 0.74% | −1,378−1.7% | Reduced |
| Value Partners Investments Inc. | 81,383 | $7.08M | 0.58% | +300.0% | Added |
| Sicart Associates LLC | 79,772 | $7.01M | 2.57% | −1,489−1.8% | Reduced |
| Advisory Services Network, LLC | 80,197 | $6.99M | 0.15% | +11,569+16.9% | Added |
| JGP Wealth Management, LLC | 79,874 | $6.96M | 1.01% | +1,221+1.6% | Added |
| Davy Global Fund Management Ltd | 79,519 | $6.93M | 0.79% | 00.0% | Unchanged |
| Hikari Power Ltd | 79,060 | $6.89M | 0.59% | 00.0% | Unchanged |