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 |
|---|---|---|---|---|---|
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.20M | 0.59% | 00.0% | Unchanged |
| Vident Advisory, LLC | 15,216 | $1.20M | 0.03% | +2,475+19.4% | Added |
| Sowell Financial Services LLC | 15,095 | $1.20M | 0.06% | +1,950+14.8% | Added |
| NFP Retirement, Inc. | 15,244 | $1.20M | 0.10% | −4,364−22.3% | Reduced |
| ICW Investment Advisors LLC | 15,256 | $1.20M | 0.55% | −169−1.1% | Reduced |
| Bank Ozk | 15,364 | $1.21M | 0.52% | −4,956−24.4% | Reduced |
| NTV Asset Management LLC | 15,366 | $1.21M | 0.17% | −286−1.8% | Reduced |
| Visionary Horizons, LLC | 15,367 | $1.21M | 0.88% | +294+2.0% | Added |
| Fulton Bank, N.A. | 15,389 | $1.21M | 0.05% | −940−5.8% | Reduced |
| Lederer & Associates Investment Counsel | 15,402 | $1.21M | 0.88% | −669−4.2% | Reduced |
| Lakeside Advisors, INC. | 15,411 | $1.21M | 0.79% | −794−4.9% | Reduced |
| Longfellow Investment Management Co LLC | 15,519 | $1.22M | 0.31% | +105+0.7% | Added |
| Trust Asset Management LLC | 15,600 | $1.23M | 0.10% | 00.0% | Unchanged |
| Paloma Partners Management Co | 15,610 | $1.23M | 0.11% | +15,610 | New |
| Dudley Capital Management, LLC | 15,641 | $1.23M | 0.69% | −1,065−6.4% | Reduced |
| Hilltop Holdings Inc. | 15,729 | $1.24M | 0.14% | +3,997+34.1% | Added |
| Nicholas Hoffman & Company, LLC. | 15,773 | $1.24M | 0.06% | +95+0.6% | Added |
| TCM Advisors, LLC | – | $1.24M | 1.09% | – | – |
| Norden Group LLC | 15,875 | $1.25M | 0.25% | −4,659−22.7% | Reduced |
| Boomfish Wealth Group, LLC | 15,879 | $1.25M | 0.81% | +501+3.3% | Added |
| Merit Financial Group, LLC | 15,880 | $1.25M | 0.03% | +2,045+14.8% | Added |
| Bowman & Co S.C. | 15,956 | $1.26M | 0.73% | +1,451+10.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 15,956 | $1.26M | 1.12% | +15,956 | New |
| New England Research & Management, Inc. | 16,037 | $1.26M | 0.61% | −2,112−11.6% | Reduced |
| Rockland Trust Co | 16,100 | $1.27M | 0.07% | −2,127−11.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,137 | $1.27M | 0.50% | +1,207+8.1% | Added |
| Newman Dignan & Sheerar, Inc. | 16,184 | $1.27M | 0.33% | −3,995−19.8% | Reduced |
| Peterson Wealth Services | 16,205 | $1.28M | 0.45% | +579+3.7% | Added |
| Great Lakes Retirement, Inc. | 16,093 | $1.28M | 0.18% | +16,093 | New |
| Rehmann Capital Advisory Group | 16,269 | $1.28M | 0.09% | +282+1.8% | Added |
| Bigelow Investment Advisors, LLC | 16,279 | $1.28M | 0.61% | −816−4.8% | Reduced |
| Benin Management CORP | 16,301 | $1.28M | 0.39% | −800−4.7% | Reduced |
| Partnership Wealth Management, LLC | 16,491 | $1.30M | 0.96% | −5,961−26.5% | Reduced |
| Stock Yards Bank & Trust Co | 16,496 | $1.30M | 0.04% | −2,017−10.9% | Reduced |
| Buckingham Capital Management, Inc. | 16,577 | $1.30M | 0.16% | +105+0.6% | Added |
| Harrington Investments, INC | 16,611 | $1.31M | 0.74% | −940−5.4% | Reduced |
| Oak Associates, Ltd | 16,662 | $1.31M | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16,740 | $1.32M | 0.05% | +109+0.7% | Added |
| Colton Groome Financial Advisors, LLC | 16,759 | $1.32M | 0.52% | +675+4.2% | Added |
| Vectors Research Management, LLC | 16,789 | $1.32M | 0.41% | −499−2.9% | Reduced |
| Spears Abacus Advisors LLC | 16,797 | $1.32M | 0.03% | −8,391−33.3% | Reduced |
| Equitable Trust Co | 16,808 | $1.32M | 0.09% | −1,225−6.8% | Reduced |
| Greenleaf Trust | 16,819 | $1.32M | 0.01% | +2,228+15.3% | Added |
| Wolff Wiese Magana LLC | 16,857 | $1.33M | 1.05% | −54−0.3% | Reduced |
| SpiderRock Advisors, LLC | 16,950 | $1.33M | 0.04% | −10,097−37.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 16,847 | $1.34M | 0.53% | −760−4.3% | Reduced |
| Stone Point Wealth LLC | 17,056 | $1.34M | 0.48% | −1,970−10.4% | Reduced |
| Gsa Capital Partners LLP | 17,059 | $1.34M | 0.09% | +12,114+245.0% | Added |
| Proequities, Inc. | 16,916 | $1.34M | 0.08% | −3,735−18.1% | Reduced |
| Shelton Capital Management | 17,073 | $1.34M | 0.04% | +8,998+111.4% | Added |
| Premier Path Wealth Partners, LLC | 17,135 | $1.35M | 0.23% | +579+3.5% | Added |
| Buckingham Strategic Wealth, LLC | 17,177 | $1.35M | 0.01% | −515−2.9% | Reduced |
| Trust Co of Toledo NA | 17,180 | $1.35M | 0.20% | −119−0.7% | Reduced |
| Beacon Financial Group | 17,183 | $1.35M | 0.15% | −543−3.1% | Reduced |
| Dempze Nancy E | 17,234 | $1.36M | 0.93% | −70−0.4% | Reduced |
| OV Management LLC | 17,236 | $1.36M | 0.95% | +236+1.4% | Added |
| SNS Financial Group, LLC | 17,193 | $1.37M | 0.15% | +28+0.2% | Added |
| Fox Run Management, L.L.C. | 17,399 | $1.37M | 0.26% | +17,399 | New |
| Kidder Stephen W | 17,415 | $1.37M | 0.43% | −2,415−12.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,415 | $1.37M | 0.08% | −22,330−56.2% | Reduced |
| Suvretta Capital Management, LLC | 17,460 | $1.37M | 0.06% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 17,494 | $1.38M | 1.23% | +1,138+7.0% | Added |
| AlphaCentric Advisors LLC | 17,500 | $1.38M | 1.01% | −3,000−14.6% | Reduced |
| Baader Bank INC | 17,513 | $1.38M | 0.11% | +2,613+17.5% | Added |
| Gibbs Wealth Management | 17,574 | $1.38M | 0.56% | +4,032+29.8% | Added |
| Westside Investment Management, Inc. | 17,584 | $1.38M | 0.32% | +677+4.0% | Added |
| Catalytic Wealth RIA, LLC | 17,599 | $1.39M | 0.27% | +3,906+28.5% | Added |
| Intech Investment Management LLC | 17,811 | $1.40M | 0.02% | −9,510−34.8% | Reduced |
| Viawealth, LLC | 17,845 | $1.40M | 0.87% | +2,105+13.4% | Added |
| KMG Fiduciary Partners, LLC | 17,868 | $1.41M | 0.14% | +1,502+9.2% | Added |
| Cypress Asset Management Inc | 17,848 | $1.41M | 0.36% | −2,768−13.4% | Reduced |
| Naviter Wealth, LLC | 17,859 | $1.42M | 0.21% | +2,225+14.2% | Added |
| Meeder Advisory Services, Inc. | 18,040 | $1.42M | 0.10% | +4,451+32.8% | Added |
| Charter Oak Capital Management, LLC | 18,080 | $1.42M | 0.15% | −255−1.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 18,099 | $1.42M | 0.40% | +214+1.2% | Added |
| Community Bank & Trust, Waco, Texas | 18,159 | $1.43M | 0.36% | −423−2.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,200 | $1.43M | 0.09% | +484+2.7% | Added |
| AIMZ Investment Advisors, LLC | 18,257 | $1.44M | 0.51% | −71−0.4% | Reduced |
| Venture Visionary Partners LLC | 18,270 | $1.44M | 0.07% | +657+3.7% | Added |
| Tectonic Advisors LLC | 18,298 | $1.44M | 0.10% | +448+2.5% | Added |
| Sumitomo Life Insurance Co | 18,350 | $1.44M | 0.03% | −2,370−11.4% | Reduced |
| First Hawaiian Bank | 18,409 | $1.45M | 0.05% | +571+3.2% | Added |
| Silvercrest Asset Management Group LLC | 18,450 | $1.45M | 0.01% | +2,082+12.7% | Added |
| Citizens National Bank Trust Department | 18,484 | $1.45M | 0.32% | −275−1.5% | Reduced |
| AXS Investments LLC | 18,579 | $1.46M | 0.41% | −693−3.6% | Reduced |
| Fernwood Investment Management, LLC | 18,635 | $1.47M | 0.45% | −500−2.6% | Reduced |
| Kingsview Wealth Management, LLC | 18,752 | $1.48M | 0.03% | +751+4.2% | Added |
| Ontario Teachers Pension Plan Board | 18,789 | $1.48M | 0.01% | +251+1.4% | Added |
| New England Asset Management Inc | 18,800 | $1.48M | 0.25% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 18,869 | $1.49M | 0.13% | +598+3.3% | Added |
| Valeo Financial Advisors, LLC | 18,942 | $1.49M | 0.05% | −4,117−17.9% | Reduced |
| Millington Financial Advisors, LLC | 19,005 | $1.50M | 1.04% | +324+1.7% | Added |
| Wetherby Asset Management Inc | 19,017 | $1.50M | 0.07% | −693−3.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 19,085 | $1.50M | 0.29% | −9,752−33.8% | Reduced |
| Evergreen Wealth Management, LLC | 19,165 | $1.51M | 1.00% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 19,226 | $1.51M | 0.70% | −199−1.0% | Reduced |
| Nomura Holdings Inc | 19,316 | $1.52M | 0.01% | −404−2.0% | Reduced |
| Parallel Advisors, LLC | 19,619 | $1.54M | 0.04% | −1,344−6.4% | Reduced |
| Strengthening Families & Communities, LLC | 19,663 | $1.55M | 0.44% | +3,969+25.3% | Added |
| Worldquant Millennium Advisors LLC | 19,824 | $1.56M | 0.01% | −16,522−45.5% | Reduced |