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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 11,836 | $931.6K | 0.04% | +17+0.1% | Added |
| Peloton Wealth Strategists | 11,935 | $939.0K | 0.39% | +75+0.6% | Added |
| Sculati Wealth Management, LLC | 11,954 | $940.9K | 0.40% | +3,527+41.9% | Added |
| Leisure Capital Management | 11,986 | $943.4K | 0.44% | +11,986 | New |
| V-Square Quantitative Management LLC | 12,055 | $948.8K | 0.15% | −6,465−34.9% | Reduced |
| Moneta Group Investment Advisors LLC | 12,058 | $949.1K | 0.02% | −1,192−9.0% | Reduced |
| Citizens Financial Group Inc | 12,068 | $949.9K | 0.02% | +8,550+243.0% | Added |
| Legacy Capital Group California, Inc. | 12,099 | $952.3K | 0.34% | +1,633+15.6% | Added |
| LVW Advisors, LLC | 12,118 | $953.8K | 0.14% | −3,774−23.7% | Reduced |
| TCG Advisory Services, LLC | 12,136 | $955.2K | 0.05% | +2,383+24.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 12,170 | $957.9K | 0.76% | +12,170 | New |
| Cornerstone Wealth Management, LLC | 12,192 | $959.7K | 0.07% | +549+4.7% | Added |
| Magnolia Capital Advisors LLC | 12,203 | $960.5K | 0.54% | +12,203 | New |
| NorthRock Partners, LLC | 12,153 | $963.0K | 0.04% | −266−2.1% | Reduced |
| Jupiter Wealth Management LLC | 12,000 | $963.8K | 0.51% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 12,255 | $964.6K | 0.01% | +3,931+47.2% | Added |
| Peoples Bank | 12,259 | $964.9K | 0.75% | −270−2.2% | Reduced |
| Summit Financial, LLC | 12,166 | $966.1K | 0.04% | +4,308+54.8% | Added |
| Avidian Wealth Solutions, LLC | 12,356 | $972.5K | 0.05% | −956−7.2% | Reduced |
| Main Street Financial Solutions, LLC | 12,385 | $974.8K | 0.09% | +60.0% | Added |
| Whittier Trust Co of Nevada Inc | 12,412 | $976.9K | 0.03% | −1,331−9.7% | Reduced |
| Castlekeep Investment Advisors LLC | 12,530 | $986.2K | 0.76% | −38−0.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 12,608 | $992.3K | 0.25% | −2,527−16.7% | Reduced |
| Nations Financial Group Inc, | 12,624 | $993.6K | 0.08% | +4,840+62.2% | Added |
| Colonial Trust Co | 12,647 | $995.5K | 0.18% | +2,652+26.5% | Added |
| Bangor Savings Bank | 12,649 | $995.6K | 0.10% | +642+5.3% | Added |
| Kings Path Partners LLC | 12,677 | $997.8K | 0.47% | +12,677 | New |
| Anchor Capital Advisors LLC | 12,740 | $1.00M | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12,756 | $1.00M | 0.09% | +142+1.1% | Added |
| Signaturefd, LLC | 12,781 | $1.01M | 0.02% | +325+2.6% | Added |
| Legacy Capital Wealth Partners, LLC | 12,789 | $1.01M | 0.26% | +12,789 | New |
| Calamos Wealth Management LLC | 12,839 | $1.01M | 0.05% | −741−5.5% | Reduced |
| Angeles Investment Advisors, LLC | 12,786 | $1.01M | 0.05% | −650−4.8% | Reduced |
| Harbor Investment Advisory, LLC | 12,873 | $1.01M | 0.11% | −3,040−19.1% | Reduced |
| Smith, Moore & Co. | 12,890 | $1.01M | 0.10% | −141−1.1% | Reduced |
| Clough Capital Partners L P | 12,900 | $1.02M | 0.11% | −2,700−17.3% | Reduced |
| Rossmore Private Capital | 12,932 | $1.02M | 0.13% | −699−5.1% | Reduced |
| Canandaigua National Bank & Trust Co | 12,961 | $1.02M | 0.11% | −1,091−7.8% | Reduced |
| SeaCrest Wealth Management, LLC | 12,963 | $1.02M | 0.12% | +683+5.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.02M | 0.31% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.02M | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 13,016 | $1.02M | 0.78% | +75+0.6% | Added |
| Provenance Wealth Advisors, LLC | 13,110 | $1.03M | 0.14% | −39−0.3% | Reduced |
| Legacy Advisors, LLC | 13,033 | $1.03M | 0.13% | −698−5.1% | Reduced |
| Modern Wealth Management, LLC | 13,169 | $1.04M | 0.08% | +4,827+57.9% | Added |
| Legacy Financial Advisors, Inc. | 13,190 | $1.04M | 0.18% | −149−1.1% | Reduced |
| LS Investment Advisors, LLC | 13,210 | $1.04M | 0.16% | +540+4.3% | Added |
| Auxano Advisors, LLC | 13,231 | $1.04M | 0.29% | +112+0.9% | Added |
| Sandy Spring Bank | 13,239 | $1.04M | 0.05% | +41+0.3% | Added |
| Capital Investment Advisory Services, LLC | 13,275 | $1.04M | 0.11% | −814−5.8% | Reduced |
| Bryn Mawr Trust Co | 13,357 | $1.05M | 0.04% | −482−3.5% | Reduced |
| Moseley Investment Management Inc | 13,388 | $1.05M | 0.49% | +290+2.2% | Added |
| Epiq Partners, LLC | 13,453 | $1.06M | 0.72% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 13,456 | $1.06M | 0.23% | +6,908+105.5% | Added |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.06M | 1.00% | 00.0% | Unchanged |
| Sentry LLC | 13,604 | $1.07M | 0.20% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,663 | $1.08M | 0.08% | +1,613+13.4% | Added |
| Neville Rodie & Shaw Inc | 13,728 | $1.08M | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 13,756 | $1.08M | 0.02% | −82−0.6% | Reduced |
| Lipe & Dalton | 13,770 | $1.08M | 0.58% | +710+5.4% | Added |
| Umb Bank N A | 13,775 | $1.08M | 0.02% | −174−1.2% | Reduced |
| Hodges Capital Management Inc. | 13,793 | $1.09M | 0.07% | −21,861−61.3% | Reduced |
| Doliver Advisors, LP | 13,896 | $1.09M | 0.31% | −820−5.6% | Reduced |
| Outfitter Financial LLC | 13,923 | $1.10M | 0.91% | −185−1.3% | Reduced |
| Cigna Investments Inc | 13,927 | $1.10M | 0.20% | −95−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 13,964 | $1.10M | 0.05% | −3,233−18.8% | Reduced |
| Ameritas Investment Partners, Inc. | 13,973 | $1.10M | 0.04% | −425−3.0% | Reduced |
| CFS Investment Advisory Services, LLC | 14,001 | $1.10M | 0.09% | −686−4.7% | Reduced |
| Integrated Advisors Network LLC | 14,032 | $1.10M | 0.06% | −38,796−73.4% | Reduced |
| Investors Research Corp | 14,044 | $1.11M | 0.26% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 14,139 | $1.11M | 0.09% | −9,669−40.6% | Reduced |
| Wellington Shields & Co., LLC | 14,200 | $1.12M | 0.36% | +600+4.4% | Added |
| Plimoth Trust Co LLC | 14,203 | $1.12M | 0.30% | −9,313−39.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,242 | $1.12M | 0.05% | −813−5.4% | Reduced |
| Aberdeen Wealth Management LLC | 14,280 | $1.12M | 0.76% | +701+5.2% | Added |
| Kingswood Wealth Advisors, LLC | 14,348 | $1.13M | 0.10% | +2,414+20.2% | Added |
| International Assets Investment Management, LLC | 14,413 | $1.13M | 0.11% | −65−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,414 | $1.13M | 0.31% | +50+0.3% | Added |
| Ballentine Partners, LLC | 14,555 | $1.15M | 0.02% | +786+5.7% | Added |
| Ashton Thomas Private Wealth, LLC | 14,561 | $1.15M | 0.06% | −6,609−31.2% | Reduced |
| MSH Capital Advisors LLC | 14,564 | $1.15M | 0.38% | +1,179+8.8% | Added |
| Unique Wealth Strategies, LLC | 13,166 | $1.15M | 0.54% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 14,638 | $1.15M | 0.35% | +435+3.1% | Added |
| Essex Financial Services, Inc. | 14,040 | $1.15M | 0.09% | +2,231+18.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,739 | $1.16M | 1.10% | −237−1.6% | Reduced |
| Maxwell Wealth Strategies Inc. | 14,747 | $1.16M | 0.57% | −304−2.0% | Reduced |
| Great Waters Wealth Management | 14,767 | $1.16M | 0.18% | −1,076−6.8% | Reduced |
| Conning Inc. | 14,784 | $1.16M | 0.04% | −14,394−49.3% | Reduced |
| Resources Investment Advisors, LLC. | 14,831 | $1.17M | 0.01% | +1,268+9.3% | Added |
| Insight Inv LLC | 14,718 | $1.17M | 1.01% | −1,345−8.4% | Reduced |
| Claro Advisors LLC | 14,863 | $1.17M | 0.18% | +1,236+9.1% | Added |
| Cove Private Wealth, LLC | 14,885 | $1.17M | 0.94% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 14,911 | $1.17M | 0.03% | +717+5.1% | Added |
| 1st Source Bank | 14,936 | $1.18M | 0.07% | −601−3.9% | Reduced |
| Summit Trail Advisors, LLC | 14,812 | $1.18M | 0.03% | +169+1.2% | Added |
| Pictet Bank & Trust Ltd | 14,975 | $1.18M | 1.20% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 15,067 | $1.19M | 0.09% | +1,047+7.5% | Added |
| Inceptionr LLC | 15,093 | $1.19M | 0.34% | +15,093 | New |
| Schulhoff & Co Inc | 15,100 | $1.19M | 0.54% | +20+0.1% | Added |
| High Net Worth Advisory Group LLC | 15,105 | $1.19M | 0.36% | −500−3.2% | Reduced |