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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 28,832 | $2.51M | 0.18% | +313+1.1% | Added |
| Glassy Mountain Advisors, Inc. | 28,813 | $2.51M | 0.95% | −522−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 28,614 | $2.49M | 0.06% | −332−1.1% | Reduced |
| JNBA Financial Advisors | 28,609 | $2.49M | 0.26% | −351−1.2% | Reduced |
| Twin Capital Management Inc | 28,604 | $2.49M | 0.31% | +9,127+46.9% | Added |
| NovaPoint Capital, LLC | 28,511 | $2.48M | 0.87% | −2,542−8.2% | Reduced |
| Manhattan West Asset Management, LLC | 28,377 | $2.47M | 0.59% | +4,219+17.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 28,837 | $2.46M | 0.29% | +17,050+144.7% | Added |
| Lynx Capital Group Ltd | 28,107 | $2.45M | 1.65% | +1,157+4.3% | Added |
| Rodgers Brothers Inc. | 27,837 | $2.43M | 0.33% | +11,383+69.2% | Added |
| Claret Asset Management Corp | 27,806 | $2.42M | 0.41% | −1,900−6.4% | Reduced |
| First American Bank | 27,678 | $2.41M | 0.18% | −1,299−4.5% | Reduced |
| Axxcess Wealth Management, LLC | 27,536 | $2.40M | 0.07% | +2,194+8.7% | Added |
| Webster Bank, N. A. | 27,387 | $2.39M | 0.27% | +1,085+4.1% | Added |
| Intech Investment Management LLC | 27,321 | $2.38M | 0.03% | −112,847−80.5% | Reduced |
| Argent Advisors, Inc. | 27,129 | $2.36M | 0.94% | +808+3.1% | Added |
| Old North State Wealth Management, LLC | 27,086 | $2.36M | 1.54% | +984+3.8% | Added |
| Bradley Foster & Sargent Inc | 27,108 | $2.36M | 0.04% | +77+0.3% | Added |
| SYSTM Wealth Solutions LLC | 26,906 | $2.36M | 0.30% | −1,694−5.9% | Reduced |
| Twin City Private Wealth, LLC | 26,784 | $2.35M | 2.32% | +26,784 | New |
| Ridgewood Investments LLC | 26,940 | $2.35M | 1.24% | +12,149+82.1% | Added |
| Petredis Investment Advisors LLC | 26,899 | $2.34M | 0.28% | +692+2.6% | Added |
| Caliber Wealth Management, LLC | 26,856 | $2.34M | 1.24% | −189−0.7% | Reduced |
| Wesbanco Bank Inc | 26,836 | $2.34M | 0.09% | +4,614+20.8% | Added |
| McKinley Capital Management LLC /Delaware | 26,760 | $2.33M | 0.28% | 00.0% | Unchanged |
| Leo Wealth, LLC | 26,744 | $2.33M | 0.24% | −3,107−10.4% | Reduced |
| Empire Financial Management Company, LLC | 26,639 | $2.32M | 0.77% | +167+0.6% | Added |
| Tower Research Capital LLC (TRC) | 26,633 | $2.32M | 0.06% | −154,084−85.3% | Reduced |
| Palouse Capital Management, Inc. | 26,624 | $2.32M | 1.53% | −1,614−5.7% | Reduced |
| Compagnie Lombard Odier SCmA | 26,546 | $2.31M | 0.04% | −19,235−42.0% | Reduced |
| Granite Group Advisors, LLC | 26,441 | $2.30M | 1.55% | −49−0.2% | Reduced |
| Garrison Asset Management, LLC | 26,430 | $2.30M | 1.21% | −199−0.7% | Reduced |
| Evercore Wealth Management, LLC | 26,416 | $2.30M | 0.04% | −153−0.6% | Reduced |
| Delta Capital Management LLC | 26,315 | $2.29M | 1.52% | +150+0.6% | Added |
| IFG Advisory, LLC | 26,302 | $2.29M | 0.17% | −3,965−13.1% | Reduced |
| Wahed Invest LLC | 26,228 | $2.29M | 0.52% | +3,540+15.6% | Added |
| Berkeley Capital Partners, LLC | 26,183 | $2.28M | 0.70% | +6,996+36.5% | Added |
| Miller Investment Management, LP | 26,165 | $2.28M | 0.29% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 26,124 | $2.28M | 0.97% | −100−0.4% | Reduced |
| Slagle Financial, LLC | 26,104 | $2.28M | 1.23% | −36,268−58.1% | Reduced |
| EFG Asset Management (North America) Corp. | 26,030 | $2.27M | 0.39% | −136−0.5% | Reduced |
| SpiderRock Advisors, LLC | 27,047 | $2.26M | 0.07% | +27,047 | New |
| Berger Financial Group, Inc | 25,934 | $2.26M | 0.19% | −1,236−4.5% | Reduced |
| Catalyst Capital Advisors LLC | 25,800 | $2.25M | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 25,746 | $2.24M | 0.13% | +6,585+34.4% | Added |
| HBW Advisory Services LLC | 27,226 | $2.24M | 0.42% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 25,673 | $2.24M | 0.08% | −16,822−39.6% | Reduced |
| Berry Wealth Group, LP | 25,649 | $2.24M | 1.85% | −363−1.4% | Reduced |
| Axq Capital, LP | 25,500 | $2.22M | 0.53% | +25,500 | New |
| Notis-McConarty Edward | 25,405 | $2.21M | 0.88% | −1,281−4.8% | Reduced |
| EagleClaw Capital Managment, LLC | 25,310 | $2.21M | 0.40% | +25,310 | New |
| Spears Abacus Advisors LLC | 25,188 | $2.20M | 0.05% | +25,188 | New |
| Arete Wealth Advisors, LLC | 25,162 | $2.19M | 0.20% | −114−0.5% | Reduced |
| Stonebrook Private Inc. | 25,099 | $2.19M | 0.64% | +1,837+7.9% | Added |
| First National Advisers, LLC | 25,438 | $2.18M | 0.49% | +6,075+31.4% | Added |
| Sigma Planning Corp | 24,881 | $2.17M | 0.07% | +13,387+116.5% | Added |
| Greenup Street Wealth Management LLC | 24,878 | $2.17M | 0.55% | +24,878 | New |
| Banco de Sabadell, S.A | 24,904 | $2.17M | 1.61% | −351−1.4% | Reduced |
| Vestcor Inc | 24,754 | $2.16M | 0.07% | −3,302−11.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 24,665 | $2.15M | 1.44% | −200−0.8% | Reduced |
| Truvestments Capital LLC | 24,637 | $2.15M | 0.83% | +21,204+617.7% | Added |
| CoreCap Advisors, LLC | 24,601 | $2.14M | 0.11% | +24,601 | New |
| Voya Financial Advisors, Inc. | 24,631 | $2.14M | 0.24% | +2,431+11.0% | Added |
| Oak Harbor Wealth Partners, LLC | 24,562 | $2.14M | 0.67% | +1,134+4.8% | Added |
| Spinnaker Trust | 24,446 | $2.13M | 0.14% | +474+2.0% | Added |
| Freestone Capital Holdings, LLC | 24,350 | $2.12M | 0.08% | +708+3.0% | Added |
| Global Retirement Partners, LLC | 24,308 | $2.12M | 0.08% | +1,452+6.4% | Added |
| MV Capital Management, Inc. | 24,015 | $2.09M | 0.24% | +15,830+193.4% | Added |
| Horizon Investments, LLC | 23,983 | $2.09M | 0.05% | −16,261−40.4% | Reduced |
| Citadel Investment Advisory, Inc. | 23,950 | $2.09M | 1.18% | −110−0.5% | Reduced |
| Eqis Capital Management, Inc. | 23,808 | $2.07M | 0.17% | −2,664−10.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 23,604 | $2.07M | 0.14% | −1,176−4.7% | Reduced |
| Northcape Wealth Management, LLC | 23,746 | $2.07M | 0.75% | +1,816+8.3% | Added |
| We Are One Seven, LLC | 23,615 | $2.06M | 0.11% | −2,247−8.7% | Reduced |
| NVWM, LLC | 23,427 | $2.06M | 0.56% | +11,562+97.4% | Added |
| Plimoth Trust Co LLC | 23,516 | $2.05M | 0.55% | −8,112−25.6% | Reduced |
| Ingalls & Snyder LLC | 23,462 | $2.04M | 0.09% | +31+0.1% | Added |
| Greenline Partners, LLC | 23,304 | $2.03M | 0.32% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 23,289 | $2.03M | 0.40% | −2,878−11.0% | Reduced |
| Alpha DNA Investment Management LLC | 23,216 | $2.02M | 1.11% | −873−3.6% | Reduced |
| Money Concepts Capital Corp | 23,173 | $2.02M | 0.19% | +1,736+8.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 23,171 | $2.02M | 1.11% | +8,613+59.2% | Added |
| Intrua Financial, LLC | 23,092 | $2.01M | 0.31% | −4,199−15.4% | Reduced |
| RFG Advisory, LLC | 23,076 | $2.01M | 0.07% | +1,134+5.2% | Added |
| Cubic Asset Management, LLC | 23,010 | $2.01M | 0.47% | −268−1.2% | Reduced |
| Creative Financial Designs Inc | 22,782 | $1.99M | 0.19% | +3,001+15.2% | Added |
| Bowen Hanes & Co Inc | 22,735 | $1.98M | 0.06% | +7,527+49.5% | Added |
| Lineweaver Wealth Advisors, LLC | 22,667 | $1.98M | 0.47% | +2,572+12.8% | Added |
| HBK Sorce Advisory LLC | 22,556 | $1.97M | 0.07% | −830−3.5% | Reduced |
| StrongBox Wealth, LLC | 22,545 | $1.96M | 1.04% | +11,100+97.0% | Added |
| Gilder Gagnon Howe & Co LLC | 22,487 | $1.96M | 0.02% | +22,487 | New |
| Partnership Wealth Management, LLC | 22,452 | $1.96M | 1.37% | +21,465+2,174.8% | Added |
| Cary Street Partners Asset Management LLC | 22,269 | $1.94M | 0.30% | −133−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,192 | $1.93M | 1.58% | +1,799+8.8% | Added |
| Arnhold LLC | 22,140 | $1.93M | 0.20% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 23,495 | $1.92M | 0.44% | +2,042+9.5% | Added |
| Wolverine Trading, LLC | 22,018 | $1.92M | 0.02% | +8,939+68.3% | Added |
| Sawyer & Company, Inc | 21,606 | $1.88M | 0.75% | +17+0.1% | Added |
| Dana Investment Advisors, Inc. | 21,551 | $1.88M | 0.06% | +1,333+6.6% | Added |
| Drexel Morgan & Co. | 21,546 | $1.88M | 0.39% | +220+1.0% | Added |