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 |
|---|---|---|---|---|---|
| Corbyn Investment Management Inc | 55,204 | $4.81M | 2.13% | −4,188−7.1% | Reduced |
| MAI Capital Management | 55,176 | $4.81M | 0.05% | +9,603+21.1% | Added |
| Level Four Advisory Services, LLC | 58,155 | $4.79M | 0.26% | +1,043+1.8% | Added |
| Richard Bernstein Advisors LLC | 54,895 | $4.78M | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 54,323 | $4.73M | 0.07% | +12,450+29.7% | Added |
| Te Ahumairangi Investment Management Ltd | 54,071 | $4.71M | 0.82% | +9,420+21.1% | Added |
| Headinvest, LLC | 53,990 | $4.71M | 0.92% | −1,322−2.4% | Reduced |
| Round Hill Asset Management | 53,796 | $4.69M | 2.84% | −860−1.6% | Reduced |
| Metropolitan Life Insurance Co | 53,628 | $4.67M | 0.20% | −530−1.0% | Reduced |
| Principal Securities, Inc. | 53,582 | $4.67M | 0.15% | +9,702+22.1% | Added |
| Coston, McIsaac & Partners | 53,386 | $4.65M | 1.49% | +1,697+3.3% | Added |
| MainStreet Investment Advisors LLC | 53,351 | $4.65M | 0.56% | −1,448−2.6% | Reduced |
| Robinson Value Management, Ltd. | 53,174 | $4.63M | 3.11% | +28,059+111.7% | Added |
| Metis Global Partners, LLC | 52,986 | $4.62M | 0.17% | −432−0.8% | Reduced |
| Integrated Advisors Network LLC | 52,828 | $4.60M | 0.24% | +39,761+304.3% | Added |
| Toth Financial Advisory Corp | 52,799 | $4.60M | 0.58% | +1,877+3.7% | Added |
| Hamilton Capital Partners Inc. | 52,743 | $4.60M | 0.56% | +52,743 | New |
| Siemens Fonds Invest GmbH | 52,654 | $4.59M | 0.35% | −588−1.1% | Reduced |
| American National Bank | 52,379 | $4.56M | 0.60% | +9,918+23.4% | Added |
| SageView Advisory Group, LLC | 16,829 | $4.56M | 0.26% | +9,523+130.3% | Added |
| Cornerstone Advisors, LLC | 51,600 | $4.50M | 0.19% | 00.0% | Unchanged |
| Tower Bridge Advisors | 51,503 | $4.49M | 0.46% | −4,258−7.6% | Reduced |
| Argent Trust Co | 51,293 | $4.47M | 0.20% | −6,023−10.5% | Reduced |
| Needham Investment Management LLC | 51,041 | $4.45M | 0.41% | 00.0% | Unchanged |
| Independent Advisor Alliance | 51,008 | $4.45M | 0.16% | −3,082−5.7% | Reduced |
| Consolidated Planning Corp | 50,940 | $4.44M | 0.76% | +2,267+4.7% | Added |
| Puzo Michael J | 50,923 | $4.44M | 1.23% | +3,019+6.3% | Added |
| Vinva Investment Management Ltd | 50,821 | $4.43M | 0.25% | +4,437+9.6% | Added |
| Courier Capital LLC | 50,660 | $4.41M | 0.32% | +9,571+23.3% | Added |
| Savant Capital, LLC | 50,388 | $4.39M | 0.05% | +17,592+53.6% | Added |
| Trajan Wealth LLC | 50,242 | $4.38M | 0.30% | +50,242 | New |
| HRT Financial LP | 49,723 | $4.33M | 0.03% | −23,049−31.7% | Reduced |
| Apollon Wealth Management, LLC | 49,661 | $4.33M | 0.14% | −1,143−2.2% | Reduced |
| Taika Capital, LP | 49,660 | $4.33M | 2.25% | +49,660 | New |
| Alps Advisors Inc | 49,612 | $4.32M | 0.03% | +648+1.3% | Added |
| Beacon Pointe Advisors, LLC | 49,406 | $4.31M | 0.05% | −8,697−15.0% | Reduced |
| Alliance Wealth Advisors, LLC | 49,282 | $4.29M | 1.28% | +3,587+7.8% | Added |
| Mandatum Life Insurance Co Ltd | 49,138 | $4.28M | 1.43% | +15,000+43.9% | Added |
| SlateStone Wealth, LLC | 48,892 | $4.26M | 0.43% | +32,778+203.4% | Added |
| Edge Capital Group, LLC | 48,506 | $4.23M | 0.21% | −78,773−61.9% | Reduced |
| Everett Harris & Co | 48,283 | $4.21M | 0.06% | −162−0.3% | Reduced |
| Trinity Legacy Partners, LLC | 48,064 | $4.19M | 1.23% | +48,064 | New |
| Prosperity Consulting Group, LLC | 48,013 | $4.18M | 0.52% | +44,092+1,124.5% | Added |
| Butensky & Cohen Financial Security, Inc | 47,973 | $4.18M | 1.30% | +1,267+2.7% | Added |
| Chemung Canal Trust Co | 47,902 | $4.17M | 0.81% | +44,846+1,467.5% | Added |
| Boston Research & Management Inc | 47,900 | $4.17M | 1.03% | +804+1.7% | Added |
| Somerset Trust Co | 47,785 | $4.16M | 1.70% | +917+2.0% | Added |
| Hedeker Wealth, LLC | 47,698 | $4.16M | 1.20% | +186+0.4% | Added |
| Snowden Capital Advisors LLC | 46,943 | $4.12M | 0.13% | +2,595+5.9% | Added |
| NBC Securities, Inc. | 46,150 | $4.12M | 0.39% | −1,435−3.0% | Reduced |
| DLK Investment Management, LLC | 47,118 | $4.11M | 1.75% | +9,258+24.5% | Added |
| AMG National Trust Bank | 47,062 | $4.10M | 0.12% | −3,263−6.5% | Reduced |
| Semmax Financial Advisors Inc. | 49,062 | $4.10M | 1.35% | +831+1.7% | Added |
| Park Avenue Securities LLC | 46,764 | $4.08M | 0.05% | +7,841+20.1% | Added |
| Integrated Wealth Concepts LLC | 46,711 | $4.07M | 0.06% | +3,673+8.5% | Added |
| Everence Capital Management Inc | 46,700 | $4.07M | 0.27% | −120−0.3% | Reduced |
| Teza Capital Management LLC | 46,494 | $4.05M | 0.54% | +41,353+804.4% | Added |
| Norinchukin Bank, The | 46,155 | $4.02M | 0.12% | −681−1.5% | Reduced |
| Regions Financial Corp | 46,098 | $4.02M | 0.03% | −508−1.1% | Reduced |
| Beech Hill Advisors, Inc. | 46,092 | $4.02M | 1.67% | −172−0.4% | Reduced |
| Hanson & Doremus Investment Management | 46,064 | $4.01M | 0.69% | +2,966+6.9% | Added |
| Arkadios Wealth Advisors | 46,006 | $4.01M | 0.31% | +486+1.1% | Added |
| Prelude Capital Management, LLC | 45,942 | $4.00M | 0.27% | +45,942 | New |
| SFMG, LLC | 45,907 | $4.00M | 0.34% | +1,465+3.3% | Added |
| NS Partners Ltd | 45,856 | $4.00M | 0.18% | −65−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,585 | $3.97M | 0.06% | +3,225+7.6% | Added |
| Gladstone Institutional Advisory LLC | 45,299 | $3.95M | 0.22% | +16,093+55.1% | Added |
| Garland Capital Management Inc | 44,675 | $3.89M | 2.58% | −315−0.7% | Reduced |
| Equitable Holdings, Inc. | 44,565 | $3.88M | 0.04% | +22,816+104.9% | Added |
| Hall Laurie J Trustee | 44,015 | $3.83M | 1.35% | +125+0.3% | Added |
| Harrell Investment Partners, LLC | 43,901 | $3.83M | 1.13% | +564+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 43,880 | $3.82M | 0.26% | −3,521−7.4% | Reduced |
| Roberts Wealth Advisors, LLC | 47,569 | $3.82M | 1.43% | +1,137+2.4% | Added |
| American National Bank & Trust Co | 43,562 | $3.80M | 0.90% | +43,562 | New |
| RBA Wealth Management, LLC | 43,453 | $3.79M | 1.53% | +933+2.2% | Added |
| First Washington CORP | 43,387 | $3.78M | 1.45% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 42,993 | $3.78M | 0.22% | −2,242−5.0% | Reduced |
| Financial Partners Group, LLC | 43,322 | $3.78M | 1.46% | +69+0.2% | Added |
| Ancora Advisors, LLC | 43,233 | $3.77M | 0.09% | −545−1.2% | Reduced |
| Fundamentun, LLC | 43,179 | $3.76M | 0.37% | +4,875+12.7% | Added |
| GTS Securities LLC | 42,914 | $3.74M | 0.10% | −52,034−54.8% | Reduced |
| Farmers National Bank | 42,845 | $3.73M | 1.11% | +2,180+5.4% | Added |
| Great Lakes Advisors, LLC | 42,653 | $3.72M | 0.03% | −4,935−10.4% | Reduced |
| Romano Brothers and Company | 42,228 | $3.68M | 0.50% | −4,579−9.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 42,049 | $3.66M | 1.26% | +19,087+83.1% | Added |
| Bard Financial Services, Inc. | 41,690 | $3.63M | 0.39% | −270−0.6% | Reduced |
| Leelyn Smith, LLC | 41,409 | $3.61M | 0.72% | +2,407+6.2% | Added |
| Kinloch Capital, LLC | 41,080 | $3.58M | 1.84% | +1,878+4.8% | Added |
| VELA Investment Management, LLC | 40,987 | $3.57M | 1.32% | +586+1.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 40,523 | $3.56M | 1.53% | −39,966−49.7% | Reduced |
| Jupiter Asset Management Ltd | 40,807 | $3.56M | 0.03% | −2,366−5.5% | Reduced |
| Scissortail Wealth Management, LLC | 40,797 | $3.56M | 0.94% | +858+2.1% | Added |
| GHP Investment Advisors, Inc. | 40,698 | $3.55M | 0.18% | +1,957+5.1% | Added |
| Two Sigma Advisers, LP | 40,400 | $3.52M | 0.01% | −231,332−85.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 40,020 | $3.51M | 0.19% | −3,814−8.7% | Reduced |
| Stokes Capital Advisors, LLC | 40,208 | $3.50M | 1.02% | −583−1.4% | Reduced |
| Financial Advisory Partners, LLC | 40,157 | $3.50M | 1.35% | −5,961−12.9% | Reduced |
| Quinn Opportunity Partners LLC | 40,100 | $3.49M | 0.39% | +40,100 | New |
| Hancock Whitney Corp | 40,087 | $3.49M | 0.12% | −9,699−19.5% | Reduced |
| Oak Asset Management, LLC | 39,970 | $3.48M | 1.30% | +29+0.1% | Added |