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 |
|---|---|---|---|---|---|
| Agate Pass Investment Management, LLC | 19,851 | $1.56M | 0.83% | −42−0.2% | Reduced |
| Bowen Hanes & Co Inc | 19,935 | $1.57M | 0.04% | −2,800−12.3% | Reduced |
| Delaney Dennis R | 20,020 | $1.58M | 0.85% | −200−1.0% | Reduced |
| Blume Capital Management, Inc. | 20,048 | $1.58M | 0.38% | +2,158+12.1% | Added |
| LifePlan Financial, LLC | 20,176 | $1.59M | 1.46% | +791+4.1% | Added |
| Profund Advisors LLC | 20,181 | $1.59M | 0.06% | −158−0.8% | Reduced |
| IHT Wealth Management, LLC | 20,228 | $1.59M | 0.06% | +2,086+11.5% | Added |
| Boothbay Fund Management, LLC | 20,367 | $1.60M | 0.05% | −182,535−90.0% | Reduced |
| Foster & Motley Inc | 20,457 | $1.61M | 0.11% | +2,933+16.7% | Added |
| HM Payson & Co | 20,469 | $1.61M | 0.03% | −8,851−30.2% | Reduced |
| Paradigm Asset Management Co LLC | 20,500 | $1.61M | 0.45% | −8,900−30.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 20,567 | $1.62M | 0.87% | +1,353+7.0% | Added |
| GPS Wealth Strategies Group, LLC | 20,602 | $1.62M | 0.24% | −147−0.7% | Reduced |
| Albion Financial Group | 20,639 | $1.62M | 0.12% | +81+0.4% | Added |
| Regatta Capital Group, LLC | 20,656 | $1.63M | 0.35% | +2,019+10.8% | Added |
| Larson Financial Group LLC | 20,772 | $1.63M | 0.11% | +2,258+12.2% | Added |
| Chiron Capital Management, LLC | 20,787 | $1.64M | 1.56% | +3,167+18.0% | Added |
| Platform Technology Partners | 20,938 | $1.65M | 0.57% | +20,938 | New |
| HBK Sorce Advisory LLC | 21,038 | $1.66M | 0.06% | −1,518−6.7% | Reduced |
| Cascade Investment Advisors, Inc. | 21,044 | $1.66M | 1.12% | +460+2.2% | Added |
| We Are One Seven, LLC | 21,059 | $1.66M | 0.08% | −2,556−10.8% | Reduced |
| Aviso Financial Inc. | 21,120 | $1.66M | 0.09% | +21,120 | New |
| Patriot Financial Group Insurance Agency, LLC | 21,199 | $1.67M | 0.25% | +2,624+14.1% | Added |
| Dana Investment Advisors, Inc. | 21,215 | $1.67M | 0.06% | −336−1.6% | Reduced |
| Tradition Wealth Management, LLC | 21,228 | $1.67M | 0.16% | −187−0.9% | Reduced |
| Clearstead Advisors, LLC | 21,275 | $1.67M | 0.03% | +9,314+77.9% | Added |
| Northwest & Ethical Investments L.P. | 21,351 | $1.68M | 0.05% | +8,912+71.6% | Added |
| Sawyer & Company, Inc | 21,351 | $1.68M | 0.67% | −255−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,191 | $1.68M | 0.11% | −2,413−10.2% | Reduced |
| Tealwood Asset Management Inc | 21,523 | $1.69M | 1.02% | +116+0.5% | Added |
| Drexel Morgan & Co. | 21,546 | $1.70M | 0.36% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 21,575 | $1.70M | 0.50% | +19,157+792.3% | Added |
| Jacobs & Co | 21,759 | $1.71M | 0.18% | −15,901−42.2% | Reduced |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | +239+1.1% | Added |
| Shufro Rose & Co LLC | 21,774 | $1.71M | 0.14% | +1,197+5.8% | Added |
| Central Valley Advisors, LLC | 14,256 | $1.72M | 0.94% | +280+2.0% | Added |
| Dumont & Blake Investment Advisors LLC | 21,806 | $1.72M | 0.24% | +10,788+97.9% | Added |
| Claret Asset Management Corp | 21,881 | $1.72M | 0.31% | −5,925−21.3% | Reduced |
| Koss-Olinger Consulting, LLC | 21,874 | $1.72M | 0.16% | +21,874 | New |
| Intrua Financial, LLC | 22,109 | $1.74M | 0.28% | −983−4.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,119 | $1.74M | 1.43% | −73−0.3% | Reduced |
| Arnhold LLC | 22,140 | $1.74M | 0.18% | 00.0% | Unchanged |
| Wright Investors Service Inc | 22,172 | $1.75M | 0.46% | +22,172 | New |
| Ingalls & Snyder LLC | 22,209 | $1.75M | 0.08% | −1,253−5.3% | Reduced |
| Brown Financial Advisors | 22,284 | $1.75M | 0.78% | +22,284 | New |
| Alpha DNA Investment Management LLC | 22,285 | $1.75M | 1.00% | −931−4.0% | Reduced |
| GeoWealth Management, LLC | 22,297 | $1.75M | 0.08% | +3,587+19.2% | Added |
| Prudential PLC | 22,322 | $1.76M | 0.01% | +3,335+17.6% | Added |
| Frank, Rimerman Advisors LLC | 22,412 | $1.76M | 0.12% | +22,064+6,340.2% | Added |
| Hilltop National Bank | 22,482 | $1.77M | 0.57% | +6,452+40.2% | Added |
| Pettyjohn, Wood & White, Inc | 22,513 | $1.77M | 0.34% | −776−3.3% | Reduced |
| Quadcap Wealth Management, LLC | 22,555 | $1.78M | 0.32% | +3,271+17.0% | Added |
| Wintrust Investments LLC | 22,644 | $1.78M | 0.15% | +1,358+6.4% | Added |
| KCM Investment Advisors LLC | 22,749 | $1.79M | 0.06% | −37,212−62.1% | Reduced |
| Greenline Partners, LLC | 23,304 | $1.80M | 0.27% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 22,939 | $1.81M | 0.37% | +272+1.2% | Added |
| GTS Securities LLC | 23,162 | $1.82M | 0.04% | −19,752−46.0% | Reduced |
| Berger Financial Group, Inc | 23,331 | $1.84M | 0.15% | −2,603−10.0% | Reduced |
| Axxcess Wealth Management, LLC | 23,338 | $1.84M | 0.05% | −4,198−15.2% | Reduced |
| WCG Wealth Advisors LLC | 23,374 | $1.84M | 0.14% | +2,706+13.1% | Added |
| Northcape Wealth Management, LLC | 23,410 | $1.84M | 0.66% | −336−1.4% | Reduced |
| Walleye Trading LLC | 23,649 | $1.86M | 0.04% | +23,649 | New |
| SevenBridge Financial Group, LLC | 23,199 | $1.87M | 0.41% | −296−1.3% | Reduced |
| Creative Financial Designs Inc | 23,927 | $1.88M | 0.17% | +1,145+5.0% | Added |
| Pitcairn Co | 23,944 | $1.88M | 0.12% | +3,362+16.3% | Added |
| Citadel Investment Advisory, Inc. | 23,950 | $1.89M | 1.07% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 23,950 | $1.89M | 0.23% | +23,950 | New |
| Horizon Investments, LLC | 23,993 | $1.89M | 0.05% | +100.0% | Added |
| Oarsman Capital, Inc. | 24,063 | $1.89M | 0.42% | +7,601+46.2% | Added |
| Park Avenue Securities LLC | 24,184 | $1.90M | 0.02% | −22,580−48.3% | Reduced |
| Money Concepts Capital Corp | 24,214 | $1.91M | 0.16% | +1,041+4.5% | Added |
| ISAM Funds (UK) Ltd | 24,282 | $1.91M | 1.43% | +12,006+97.8% | Added |
| BDF-Gestion | 24,320 | $1.91M | 0.18% | +24,320 | New |
| Manhattan West Asset Management, LLC | 24,505 | $1.93M | 0.52% | −3,872−13.6% | Reduced |
| MV Capital Management, Inc. | 24,559 | $1.93M | 0.22% | +544+2.3% | Added |
| Spinnaker Trust | 24,646 | $1.94M | 0.12% | +200+0.8% | Added |
| Wesbanco Bank Inc | 24,675 | $1.94M | 0.07% | −2,161−8.1% | Reduced |
| Vestcor Inc | 24,754 | $1.95M | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 24,950 | $1.96M | 0.06% | +1,874+8.1% | Added |
| Valtinson Bruner Financial Planning LLC | 24,963 | $1.96M | 0.78% | −1,161−4.4% | Reduced |
| NVWM, LLC | 24,787 | $1.97M | 0.52% | +1,360+5.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,045 | $1.97M | 1.35% | +380+1.5% | Added |
| Notis-McConarty Edward | 25,190 | $1.98M | 0.78% | −215−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 25,274 | $1.99M | 0.04% | −1,834−6.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 25,539 | $2.01M | 0.63% | +977+4.0% | Added |
| LMCG Investments, LLC | 25,571 | $2.01M | 0.12% | −175−0.7% | Reduced |
| CoreCap Advisors, LLC | 25,632 | $2.02M | 0.21% | +1,031+4.2% | Added |
| Allworth Financial LP | 25,494 | $2.03M | 0.01% | −3,948−13.4% | Reduced |
| Voya Financial Advisors, Inc. | 25,550 | $2.03M | 0.23% | +919+3.7% | Added |
| Catalyst Capital Advisors LLC | 25,800 | $2.03M | 0.05% | 00.0% | Unchanged |
| First National Advisers, LLC | 25,820 | $2.03M | 0.37% | +382+1.5% | Added |
| EagleClaw Capital Managment, LLC | 26,035 | $2.05M | 0.37% | +725+2.9% | Added |
| Beach Investment Counsel Inc | 26,060 | $2.05M | 0.25% | −8,463−24.5% | Reduced |
| Truvestments Capital LLC | 26,163 | $2.06M | 0.82% | +1,526+6.2% | Added |
| Miller Investment Management, LP | 26,165 | $2.06M | 0.25% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 26,199 | $2.06M | 1.38% | −425−1.6% | Reduced |
| Delta Capital Management LLC | 26,305 | $2.07M | 1.25% | −100.0% | Reduced |
| Empire Financial Management Company, LLC | 26,488 | $2.08M | 0.69% | −151−0.6% | Reduced |
| Garrison Asset Management, LLC | 26,549 | $2.09M | 1.10% | +119+0.5% | Added |
| Freestone Capital Holdings, LLC | 26,623 | $2.10M | 0.08% | +2,273+9.3% | Added |