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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 39,754 | $3.46M | 1.11% | +624+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 39,745 | $3.46M | 0.26% | +34,380+640.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,721 | $3.46M | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 39,506 | $3.44M | 0.57% | +1,112+2.9% | Added |
| Concurrent Investment Advisors, LLC | 39,490 | $3.44M | 0.14% | +12,345+45.5% | Added |
| Nelson Capital Management, LLC | 39,390 | $3.43M | 0.66% | +5,393+15.9% | Added |
| Gilman Hill Asset Management, LLC | 39,358 | $3.43M | 0.61% | +151+0.4% | Added |
| Focus Financial Network, Inc. | 43,051 | $3.41M | 0.17% | +43,051 | New |
| Mutual Advisors, LLC | 39,040 | $3.40M | 0.11% | +6,853+21.3% | Added |
| Core Alternative Capital | 38,993 | $3.40M | 0.61% | +3,348+9.4% | Added |
| First Citizens Bank & Trust Co | 38,965 | $3.40M | 0.07% | +14,451+58.9% | Added |
| Brady Family Wealth, LLC | 38,964 | $3.40M | 1.10% | +277+0.7% | Added |
| TCTC Holdings, LLC | 38,939 | $3.39M | 0.11% | +22+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 38,746 | $3.38M | 1.21% | +4,333+12.6% | Added |
| Keene & Associates, Inc. | 38,711 | $3.37M | 2.52% | −214−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 38,553 | $3.36M | 1.21% | +2,557+7.1% | Added |
| United Services Automobile Association | 38,508 | $3.36M | 0.08% | 00.0% | Unchanged |
| Community Trust & Investment Co | 38,418 | $3.35M | 0.24% | +5,342+16.2% | Added |
| Perkins Coie Trust Co | 38,248 | $3.33M | 0.78% | +1,312+3.6% | Added |
| Investment House LLC | 38,228 | $3.33M | 0.20% | +24,330+175.1% | Added |
| Sectoral Asset Management Inc | 38,051 | $3.32M | 1.30% | −2,000−5.0% | Reduced |
| Argyle Capital Management Inc. | 37,920 | $3.30M | 1.28% | −2,000−5.0% | Reduced |
| Rothschild Capital Partners, LLC | 37,670 | $3.28M | 0.95% | +37,670 | New |
| Jacobs & Co | 37,660 | $3.28M | 0.35% | +47+0.1% | Added |
| Strategy Asset Managers LLC | 37,544 | $3.27M | 0.70% | +15,713+72.0% | Added |
| Old Second National Bank of Aurora | 37,369 | $3.26M | 0.85% | +1,411+3.9% | Added |
| Walter & Keenan Financial Consulting Co | 37,367 | $3.26M | 1.07% | +3,775+11.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 37,344 | $3.25M | 1.55% | +4,650+14.2% | Added |
| Appleton Partners Inc | 37,310 | $3.25M | 0.25% | −9,228−19.8% | Reduced |
| Augustine Asset Management Inc | 37,151 | $3.24M | 1.35% | −91−0.2% | Reduced |
| Jefferies Financial Group Inc. | 37,121 | $3.24M | 0.07% | −54,737−59.6% | Reduced |
| Liberty One Investment Management, LLC | 37,010 | $3.23M | 0.37% | +2,818+8.2% | Added |
| Tevis Investment Management | 36,794 | $3.21M | 2.73% | −36−0.1% | Reduced |
| National Asset Management, Inc. | 40,468 | $3.20M | 0.09% | +8,792+27.8% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.20M | 0.04% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 36,372 | $3.17M | 1.32% | +1,959+5.7% | Added |
| Worldquant Millennium Advisors LLC | 36,346 | $3.17M | 0.04% | +36,346 | New |
| Fiduciary Trust Co | 36,115 | $3.15M | 0.05% | −1,591−4.2% | Reduced |
| Intact Investment Management Inc. | 35,800 | $3.12M | 0.12% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 35,742 | $3.11M | 0.62% | +708+2.0% | Added |
| Hodges Capital Management Inc. | 35,654 | $3.11M | 0.20% | −584−1.6% | Reduced |
| Ostrum Asset Management | 35,613 | $3.10M | 0.25% | +6,138+20.8% | Added |
| LVM Capital Management Ltd | 35,459 | $3.09M | 0.36% | −5,420−13.3% | Reduced |
| Occidental Asset Management, LLC | 35,386 | $3.08M | 0.58% | +16,261+85.0% | Added |
| Exchange Capital Management, Inc. | 35,274 | $3.07M | 0.50% | +1,070+3.1% | Added |
| Ami Investment Management Inc | 35,164 | $3.07M | 1.12% | +1,716+5.1% | Added |
| Ossiam | 35,164 | $3.06M | 0.05% | +1,863+5.6% | Added |
| Arlington Partners LLC | 35,118 | $3.06M | 1.56% | +27,472+359.3% | Added |
| Strategic Advisors LLC | 34,744 | $3.03M | 0.60% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 34,683 | $3.02M | 0.28% | +34,683 | New |
| Broderick Brian C | 34,528 | $3.01M | 0.64% | +1,120+3.4% | Added |
| Financial Advisory Service, Inc. | 34,456 | $3.00M | 0.27% | −74−0.2% | Reduced |
| CenterBook Partners LP | 34,425 | $3.00M | 0.21% | +3,349+10.8% | Added |
| Fred Alger Management, LLC | 34,411 | $3.00M | 0.01% | +5,833+20.4% | Added |
| Schwartz Investment Counsel Inc | 34,400 | $3.00M | 0.11% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34,359 | $2.99M | 0.13% | +32+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 34,218 | $2.98M | 0.54% | +1,799+5.5% | Added |
| Bank of Nova Scotia | 34,085 | $2.97M | 0.01% | −1,527−4.3% | Reduced |
| Morton Community Bank | 33,290 | $2.90M | 0.83% | +2,230+7.2% | Added |
| Northwest Investment Counselors, LLC | 33,286 | $2.90M | 0.71% | −381−1.1% | Reduced |
| Wedbush Securities Inc | 33,277 | $2.90M | 0.11% | +4,150+14.2% | Added |
| Stonegate Investment Group, LLC | 33,129 | $2.89M | 0.09% | +5,259+18.9% | Added |
| Daymark Wealth Partners, LLC | 32,839 | $2.86M | 0.15% | −4,258−11.5% | Reduced |
| Hengehold Capital Management LLC | 32,804 | $2.86M | 0.30% | +10,074+44.3% | Added |
| Beach Investment Counsel Inc | 34,523 | $2.84M | 0.35% | −20.0% | Reduced |
| New Millennium Group LLC | 32,385 | $2.82M | 2.13% | +5,098+18.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 32,050 | $2.79M | 2.44% | +2,285+7.7% | Added |
| Parsons Capital Management Inc | 31,858 | $2.78M | 0.19% | −1,380−4.2% | Reduced |
| Shorepoint Capital Partners LLC | 31,697 | $2.76M | 0.68% | +385+1.2% | Added |
| Moloney Securities Asset Management, LLC | 31,555 | $2.75M | 0.41% | +1,646+5.5% | Added |
| Sound View Wealth Advisors Group, LLC | 31,540 | $2.75M | 0.29% | +1,120+3.7% | Added |
| Wambolt & Associates, LLC | 31,484 | $2.74M | 0.82% | +4,800+18.0% | Added |
| Dakota Wealth Management | 31,386 | $2.74M | 0.07% | +15,902+102.7% | Added |
| Autumn Glory Partners, LLC | 31,357 | $2.73M | 1.34% | +9,389+42.7% | Added |
| Spirepoint Private Client, LLC | 31,204 | $2.72M | 0.41% | +31,204 | New |
| Columbia Asset Management | 32,940 | $2.71M | 0.56% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 30,808 | $2.68M | 0.82% | +879+2.9% | Added |
| Dynamic Advisor Solutions LLC | 30,782 | $2.68M | 0.09% | +7,249+30.8% | Added |
| Garrett Investment Advisors LLC | 30,658 | $2.67M | 0.34% | +957+3.2% | Added |
| La Banque Postale Asset Management SA | 30,434 | $2.65M | 0.11% | −404,306−93.0% | Reduced |
| Public Sector Pension Investment Board | 30,354 | $2.65M | 0.02% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30,345 | $2.64M | 1.07% | +1,580+5.5% | Added |
| West Michigan Advisors, LLC | 30,273 | $2.64M | 0.86% | +1,306+4.5% | Added |
| Concentric Wealth Management, LLC | 29,942 | $2.61M | 0.69% | +1,249+4.4% | Added |
| 180 Wealth Advisors, LLC | 29,862 | $2.60M | 0.47% | +2,216+8.0% | Added |
| Cohen Capital Management, Inc. | 29,852 | $2.60M | 0.46% | +300+1.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,815 | $2.60M | 1.89% | +800+2.8% | Added |
| Phoenix Wealth Advisors | 29,808 | $2.60M | 1.58% | +792+2.7% | Added |
| Resonant Capital Advisors, LLC | 29,630 | $2.60M | 0.22% | +778+2.7% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.59M | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 29,442 | $2.57M | 0.02% | +6,490+28.3% | Added |
| Veriti Management LLC | 29,410 | $2.56M | 0.19% | +4,133+16.4% | Added |
| Paradigm Asset Management Co LLC | 29,400 | $2.56M | 0.65% | 00.0% | Unchanged |
| HM Payson & Co | 29,320 | $2.56M | 0.05% | +8,893+43.5% | Added |
| Farther Finance Advisors, LLC | 29,271 | $2.55M | 0.15% | +1,773+6.4% | Added |
| Conning Inc. | 29,178 | $2.54M | 0.08% | −5,930−16.9% | Reduced |
| Brookstone Capital Management | 29,173 | $2.54M | 0.05% | −49,977−63.1% | Reduced |
| Fayez Sarofim & Co | 29,095 | $2.54M | 0.01% | −267−0.9% | Reduced |
| Advisors Management Group Inc | 29,000 | $2.53M | 0.63% | +1,043+3.7% | Added |
| Evexia Wealth LLC | 31,459 | $2.52M | 1.04% | +4,021+14.7% | Added |