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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 79,028 | $6.89M | 0.28% | +192+0.2% | Added |
| Murphy Pohlad Asset Management LLC | 78,675 | $6.86M | 2.68% | +2,170+2.8% | Added |
| Securian Asset Management, Inc | 78,315 | $6.83M | 0.20% | −5,936−7.0% | Reduced |
| Cohen Klingenstein LLC | 78,147 | $6.81M | 0.25% | −2,522−3.1% | Reduced |
| Heritage Investors Management Corp | 77,821 | $6.78M | 0.24% | +1,155+1.5% | Added |
| Twin Tree Management, LP | 77,452 | $6.75M | 0.15% | +77,452 | New |
| Louisiana State Employees Retirement System | 77,400 | $6.75M | 0.13% | −3,000−3.7% | Reduced |
| Ally Financial Inc. | 77,000 | $6.71M | 0.91% | 00.0% | Unchanged |
| LGT Group Foundation | 76,870 | $6.70M | 0.16% | −34,003−30.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 76,351 | $6.65M | 0.73% | +16,233+27.0% | Added |
| First Nebraska Trust Co | 76,074 | $6.63M | 0.68% | +3,360+4.6% | Added |
| Tufton Capital Management | 75,572 | $6.59M | 1.29% | −143−0.2% | Reduced |
| TCW Group Inc | 75,320 | $6.56M | 0.07% | −3,105−4.0% | Reduced |
| Empowered Funds, LLC | 74,903 | $6.53M | 0.12% | +47,657+174.9% | Added |
| Goelzer Investment Management, Inc. | 74,832 | $6.52M | 0.37% | +178+0.2% | Added |
| HB Wealth Management, LLC | 74,475 | $6.49M | 0.08% | +8,104+12.2% | Added |
| WealthBridge Investment Counsel Inc. | 73,945 | $6.44M | 2.39% | −525−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 73,919 | $6.44M | 0.88% | −4,980−6.3% | Reduced |
| Naples Global Advisors, LLC | 72,992 | $6.41M | 0.66% | +2,924+4.2% | Added |
| Channing Capital Management, LLC | 73,350 | $6.39M | 0.17% | −6,901−8.6% | Reduced |
| Bahl & Gaynor Inc | 73,108 | $6.37M | 0.04% | −61,008−45.5% | Reduced |
| Toroso Investments, LLC | 72,529 | $6.32M | 0.11% | +5,201+7.7% | Added |
| Simplicity Wealth,LLC | 72,405 | $6.31M | 0.15% | +65,380+930.7% | Added |
| Great Valley Advisor Group, Inc. | 72,379 | $6.31M | 0.19% | −356−0.5% | Reduced |
| Wealthfront Advisers LLC | 72,355 | $6.31M | 0.02% | +9,677+15.4% | Added |
| Dearborn Partners LLC | 71,969 | $6.27M | 0.27% | −29,993−29.4% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $6.24M | 0.59% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 71,645 | $6.23M | 0.04% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 71,526 | $6.23M | 1.58% | +1,197+1.7% | Added |
| Poehling Capital Management, LLC | 71,376 | $6.22M | 1.67% | +501+0.7% | Added |
| BancorpSouth Bank | 71,225 | $6.21M | 0.45% | +20,399+40.1% | Added |
| Ironwood Investment Counsel, LLC | 71,021 | $6.19M | 1.09% | +2,228+3.2% | Added |
| Mengis Capital Management, Inc. | 70,437 | $6.14M | 0.95% | −20,240−22.3% | Reduced |
| Welch & Forbes LLC | 70,390 | $6.13M | 0.08% | −13,444−16.0% | Reduced |
| Trexquant Investment LP | 70,217 | $6.12M | 0.12% | +70,217 | New |
| Greenwood Capital Associates LLC | 70,094 | $6.11M | 0.81% | +52,648+301.8% | Added |
| Martin Capital Partners, LLC | 70,032 | $6.10M | 2.34% | +2,385+3.5% | Added |
| Cardinal Capital Management | 69,446 | $6.10M | 0.99% | +7,630+12.3% | Added |
| Ledyard National Bank | 69,762 | $6.08M | 0.59% | −978−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 69,710 | $6.08M | 0.49% | +8,140+13.2% | Added |
| Cullen Investment Group, Ltd. | 71,227 | $6.07M | 0.96% | +3,031+4.4% | Added |
| Brinker Capital Investments, LLC | 69,034 | $6.02M | 0.06% | +8,352+13.8% | Added |
| Orion Portfolio Solutions, LLC | 69,034 | $6.02M | 0.06% | +8,352+13.8% | Added |
| Atom Investors LP | 68,763 | $5.99M | 0.75% | +38,237+125.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 68,099 | $5.93M | 0.48% | 00.0% | Unchanged |
| Cullinan Associates Inc | 67,808 | $5.91M | 0.33% | −10,440−13.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 67,732 | $5.90M | 1.56% | +669+1.0% | Added |
| Trust Co of Vermont | 67,693 | $5.90M | 0.33% | −62−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 67,688 | $5.90M | 0.05% | +113+0.2% | Added |
| JustInvest LLC | 67,628 | $5.89M | 0.13% | +9,950+17.3% | Added |
| Financial & Tax Architects, LLC | 67,531 | $5.89M | 1.62% | +638+1.0% | Added |
| Bogart Wealth, LLC | 67,150 | $5.85M | 0.30% | +4,926+7.9% | Added |
| Soltis Investment Advisors LLC | 67,061 | $5.84M | 0.65% | −4,923−6.8% | Reduced |
| New Mexico Educational Retirement Board | 66,987 | $5.84M | 0.21% | −2,200−3.2% | Reduced |
| Berkshire Asset Management LLC | 66,757 | $5.82M | 0.31% | −738−1.1% | Reduced |
| Addenda Capital Inc. | 65,147 | $5.72M | 0.22% | −182−0.3% | Reduced |
| Linscomb & Williams, Inc. | 65,620 | $5.72M | 0.29% | +1,242+1.9% | Added |
| Prospera Financial Services Inc | 65,423 | $5.70M | 0.17% | −21,426−24.7% | Reduced |
| Sequoia Financial Advisors, LLC | 64,985 | $5.66M | 0.07% | −17,740−21.4% | Reduced |
| Farmers Trust Co | 64,806 | $5.65M | 1.14% | +9,175+16.5% | Added |
| Monarch Capital Management Inc | 64,216 | $5.63M | 1.59% | +93+0.1% | Added |
| Compass Wealth Management LLC | 64,340 | $5.61M | 1.40% | +6,181+10.6% | Added |
| Inlet Private Wealth, LLC | 64,144 | $5.59M | 1.56% | +3,260+5.4% | Added |
| Aperture Investors, LLC | 63,686 | $5.55M | 0.71% | +30,048+89.3% | Added |
| Cubist Systematic Strategies, LLC | 63,536 | $5.54M | 0.06% | +63,536 | New |
| HTLF Bank | 63,531 | $5.54M | 0.64% | +246+0.4% | Added |
| Stratos Wealth Partners, LTD. | 63,280 | $5.51M | 0.09% | +3,589+6.0% | Added |
| Moors & Cabot, Inc. | 62,289 | $5.43M | 0.29% | −16,687−21.1% | Reduced |
| Banque Cantonale Vaudoise | 61,731 | $5.38M | 0.21% | −6,230−9.2% | Reduced |
| Valicenti Advisory Services Inc | 61,585 | $5.37M | 1.49% | −204−0.3% | Reduced |
| Diversify Advisory Services, LLC | 61,110 | $5.32M | 0.31% | +61,110 | New |
| Kesler, Norman & Wride, LLC | 60,335 | $5.26M | 1.12% | +1,174+2.0% | Added |
| Stamos Capital Partners, L.P. | 60,290 | $5.25M | 1.19% | −3,580−5.6% | Reduced |
| KCM Investment Advisors LLC | 59,961 | $5.23M | 0.19% | −28,496−32.2% | Reduced |
| Hennessy Advisors Inc | 59,900 | $5.22M | 0.22% | −1,700−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 59,652 | $5.20M | 0.01% | −6,305−9.6% | Reduced |
| TD Private Client Wealth LLC | 59,505 | $5.19M | 0.17% | −20,962−26.1% | Reduced |
| Advanced Asset Management Advisors Inc | 59,115 | $5.15M | 1.27% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 58,993 | $5.14M | 0.02% | +52,092+754.8% | Added |
| LaFleur & Godfrey LLC | 58,826 | $5.13M | 0.76% | +553+0.9% | Added |
| Palisade Asset Management, LLC | 58,823 | $5.13M | 0.50% | −268−0.5% | Reduced |
| Oliver Luxxe Assets LLC | 58,757 | $5.12M | 1.07% | +58,757 | New |
| Azzad Asset Management Inc | 58,752 | $5.12M | 0.60% | +937+1.6% | Added |
| Chiron Investment Management, LLC | 58,686 | $5.11M | 2.22% | +58,686 | New |
| Geneos Wealth Management Inc. | 58,560 | $5.10M | 0.23% | −974−1.6% | Reduced |
| Perennial Advisors, LLC | 58,533 | $5.10M | 1.19% | +1,127+2.0% | Added |
| Laffer Tengler Investments | 58,250 | $5.08M | 1.31% | −3,551−5.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,996 | $5.05M | 0.87% | +460+0.8% | Added |
| Asio Capital, LLC | 57,159 | $5.02M | 1.07% | +1,048+1.9% | Added |
| NEOS Investment Management LLC | 57,268 | $4.99M | 0.31% | +31,564+122.8% | Added |
| Stablepoint Partners, LLC | 57,152 | $4.98M | 1.01% | +5,765+11.2% | Added |
| Assenagon Asset Management S.A. | 57,116 | $4.98M | 0.01% | +916+1.6% | Added |
| Highland Capital Management, LLC | 57,010 | $4.97M | 0.29% | −1,529−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 56,605 | $4.93M | 0.06% | +22,049+63.8% | Added |
| Vance Wealth, Inc. | 56,236 | $4.90M | 1.95% | −20,182−26.4% | Reduced |
| Bleakley Financial Group, LLC | 55,798 | $4.86M | 0.14% | +995+1.8% | Added |
| Smithbridge Asset Management Inc | 55,680 | $4.85M | 1.00% | +6,938+14.2% | Added |
| Glenview Trust Co | 55,428 | $4.83M | 0.10% | +2,658+5.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 55,330 | $4.82M | 3.12% | +11,273+25.6% | Added |
| Portside Wealth Group, LLC | 55,205 | $4.81M | 0.89% | +515+0.9% | Added |