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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, Q2 2024

Institutional positions in Medtronic plc as of Jun 30, 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
2,037
−19 vs. Q1 2024
Shares held
1.06B
−31.6M (−2.9%) vs. Q1 2024
Total value
$83.6B
−$11.6B (−12.2%) vs. Q1 2024
New holders
141
828 more added
Sold out
160
845 more reduced

28 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 2,037 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ2 2024: $83.6B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2024.

Institutions holding MDT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Koesten, Hirschmann & Crabtree, INC.1$1230.00%00.0%Unchanged
Kozak & Associates, Inc.2$1540.00%−30−93.8%Reduced
TruNorth Capital Management, LLC2$1570.00%+2New
Wiser Advisor Group LLC3$1620.00%+1+50.0%Added
Scarborough Advisors, LLC4$3150.00%+4New
Cedar Wealth Management, LLC7$5510.00%00.0%Unchanged
ClariVest Asset Management LLC8$6350.00%+5+166.7%Added
Lowe Wealth Advisors, LLC9$7080.00%00.0%Unchanged
ZynergyRetirementPlanningLLC9$7080.00%+9New
Sofos Investments, Inc.10$7870.00%−376−97.4%Reduced
Bradley & Co. Private Wealth Management, LLC10$7870.00%00.0%Unchanged
West Paces Advisors Inc.10$7870.00%00.0%Unchanged
Caitlin John, LLC11$9040.00%−76−87.4%Reduced
Oliver Lagore Vanvalin Investment Group15$1.18K0.00%−31−67.4%Reduced
USA Financial Portformulas Corp17$1.34K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$1.73K0.00%−70−76.1%Reduced
Painted Porch Advisors LLC22$1.73K0.00%+22New
Dixon Mitchell Investment Counsel Inc.23$1.81K0.00%−27−54.0%Reduced
Valued Wealth Advisors LLC23$1.83K0.00%−8−25.8%Reduced
Covestor Ltd28$2.00K0.00%−1−3.4%Reduced
SIMA Wealth Partners, LLC27$2.13K0.00%+27New
Northwest Capital Management Inc28$2.20K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC28$2.20K0.00%00.0%Unchanged
Aspect Partners, LLC30$2.36K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC30$2.36K0.00%+30New
True Wealth Design, LLC30$2.36K0.00%+8+36.4%Added
Fairman Group, LLC36$2.86K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$2.91K0.00%00.0%Unchanged
Financial Connections Group, Inc.40$3.00K0.00%+40New
Clarity Asset Management, Inc.38$3.02K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC50$3.94K0.00%−16−24.2%Reduced
WFA Asset Management Corp50$3.94K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC55$4.33K0.00%−286−83.9%Reduced
Anfield Capital Management, LLC56$4.41K0.00%00.0%Unchanged
Stone House Investment Management, LLC60$4.72K0.00%00.0%Unchanged
POM Investment Strategies, LLC61$4.80K0.00%+28+84.8%Added
DiNuzzo Private Wealth, Inc.64$5.04K0.00%+10+18.5%Added
Spotlight Asset Group, Inc.65$5.12K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC72$5.70K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC74$5.83K0.00%00.0%Unchanged
Horizon Bancorp Inc82$6.00K0.00%00.0%Unchanged
Gs Investments, Inc.82$6.45K0.00%00.0%Unchanged
Naples Money Management LLC84$6.48K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd91$7.16K0.00%00.0%Unchanged
Halpern Financial, Inc.95$7.48K0.00%00.0%Unchanged
Atticus Wealth Management, LLC98$7.71K0.00%00.0%Unchanged
Creekmur Asset Management LLC100$7.87K0.00%−45−31.0%Reduced
Burkett Financial Services, LLC100$7.87K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC101$8.01K0.00%+1+1.0%Added
Investment Research & Advisory Group, Inc.109$8.58K0.00%00.0%Unchanged
Mascoma Wealth Management LLC110$8.66K0.00%00.0%Unchanged
PFS Partners, LLC112$8.80K0.01%+1+0.9%Added
Penserra Capital Management LLC108$9.00K0.00%00.0%Unchanged
Avion Wealth124$9.00K0.00%+49+65.3%Added
Transcendent Capital Group LLC115$9.05K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.119$9.37K0.01%−9−7.0%Reduced
WFA of San Diego, LLC120$9.45K0.01%+120New
MeadowBrook Investment Advisors LLC124$9.76K0.01%00.0%Unchanged
Global Wealth Strategies & Associates125$9.84K0.00%+33+35.9%Added
Private Wealth Management Group, LLC125$9.84K0.00%+41+48.8%Added
Grayhawk Investment Strategies Inc.127$10.0K0.05%00.0%Unchanged
IAG Wealth Partners, LLC127$10.0K0.00%+1+0.8%Added
Old Point Trust & Financial Services N A129$10.2K0.00%00.0%Unchanged
Paladin Advisory Group, LLC132$10.2K0.01%00.0%Unchanged
Marquette Asset Management, LLC132$10.4K0.00%+132New
Main Street Group, LTD135$10.5K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD135$10.6K0.00%+135New
Baldwin Brothers Inc140$11.0K0.00%+8+6.1%Added
Stephens Consulting, LLC140$11.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC144$11.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC147$11.6K0.01%00.0%Unchanged
Tyler-Stone Wealth Management148$11.6K0.00%00.0%Unchanged
AlphaMark Advisors, LLC150$12.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC153$12.0K0.00%−17−10.0%Reduced
Clear Point Advisors Inc.155$12.2K0.01%−50−24.4%Reduced
Tortoise Investment Management, LLC158$12.5K0.00%−112−41.5%Reduced
Redwood Wealth Management Group, LLC160$12.6K0.01%+160New
REAP Financial Group, LLC161$12.7K0.00%−13−7.5%Reduced
Red Tortoise LLC162$12.8K0.01%00.0%Unchanged
New Millennium Group LLC170$13.4K0.01%−32,215−99.5%Reduced
Security National Bank179$14.1K0.00%00.0%Unchanged
Orion Capital Management LLC180$14.2K0.01%−2,000−91.7%Reduced
Riverview Trust Co186$14.6K0.01%−256−57.9%Reduced
Kimelman & Baird, LLC191$15.0K0.00%+191New
Fairscale Capital, LLC197$15.4K0.01%+197New
Avalon Trust Co200$15.7K0.00%00.0%Unchanged
Heritage Wealth Advisors201$15.8K0.00%−500,024−100.0%Reduced
SOA Wealth Advisors, LLC.203$16.0K0.00%−3−1.5%Reduced
HBC Financial Services, PLLC211$16.0K0.01%+1+0.5%Added
Kiely Wealth Advisory Group, Inc.200$16.4K0.01%00.0%Unchanged
Lummis Asset Management, LP213$16.8K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.215$16.9K0.01%00.0%Unchanged
Cyrus J. Lawrence, LLC220$17.0K0.00%−13,457−98.4%Reduced
Trifecta Capital Advisors, LLC217$17.1K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC224$17.6K0.01%+11+5.2%Added
Cornerstone Planning Group LLC223$17.8K0.01%−40−15.2%Reduced
Fortis Group Advisors, LLC230$18.1K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC232$18.3K0.01%+232New
JCIC Asset Management Inc.235$18.5K0.01%00.0%Unchanged
RFP Financial Group LLC240$18.9K0.01%−6−2.4%Reduced