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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 26,652 | $2.10M | 0.23% | −735−2.7% | Reduced |
| Evercore Wealth Management, LLC | 26,701 | $2.10M | 0.03% | +285+1.1% | Added |
| Cary Street Partners Asset Management LLC | 26,788 | $2.11M | 0.31% | +4,519+20.3% | Added |
| Petredis Investment Advisors LLC | 26,860 | $2.11M | 0.24% | −39−0.1% | Reduced |
| Ridgewood Investments LLC | 26,867 | $2.11M | 1.06% | −73−0.3% | Reduced |
| Boston Family Office LLC | 26,892 | $2.12M | 0.15% | −1,940−6.7% | Reduced |
| Berry Wealth Group, LP | 27,036 | $2.13M | 1.70% | +1,387+5.4% | Added |
| Atlantic Union Bankshares Corp | 27,166 | $2.14M | 0.13% | +23,392+619.8% | Added |
| Leelyn Smith, LLC | 27,284 | $2.15M | 0.42% | −14,125−34.1% | Reduced |
| Stonebrook Private Inc. | 27,290 | $2.15M | 0.62% | +2,191+8.7% | Added |
| Berkeley Capital Partners, LLC | 27,629 | $2.17M | 0.65% | +1,446+5.5% | Added |
| Banco de Sabadell, S.A | 27,652 | $2.18M | 1.60% | +2,748+11.0% | Added |
| Granite Group Advisors, LLC | 27,665 | $2.18M | 1.65% | +1,224+4.6% | Added |
| Twin City Private Wealth, LLC | 27,452 | $2.18M | 2.06% | +668+2.5% | Added |
| Greenup Street Wealth Management LLC | 27,700 | $2.18M | 0.51% | +2,822+11.3% | Added |
| Rodgers Brothers Inc. | 27,837 | $2.19M | 0.30% | 00.0% | Unchanged |
| Slagle Financial, LLC | 27,865 | $2.19M | 1.12% | +1,761+6.7% | Added |
| JNBA Financial Advisors | 28,108 | $2.21M | 0.23% | −501−1.8% | Reduced |
| Fullcircle Wealth LLC | 27,714 | $2.22M | 1.09% | +27,714 | New |
| Lynx Capital Group Ltd | 28,163 | $2.22M | 1.53% | +56+0.2% | Added |
| Twin Capital Management Inc | 28,239 | $2.22M | 0.26% | −365−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 28,279 | $2.23M | 0.05% | −335−1.2% | Reduced |
| Argent Advisors, Inc. | 28,328 | $2.23M | 0.89% | +1,199+4.4% | Added |
| Johnson Financial Group, Inc. | 28,121 | $2.23M | 0.11% | +19,127+212.7% | Added |
| Glassy Mountain Advisors, Inc. | 28,371 | $2.23M | 0.83% | −442−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,521 | $2.24M | 0.17% | +14,375+101.6% | Added |
| Global Retirement Partners, LLC | 28,549 | $2.25M | 0.07% | +4,241+17.4% | Added |
| HighPoint Advisor Group LLC | 27,923 | $2.26M | 0.13% | +15,670+127.9% | Added |
| IFG Advisory, LLC | 28,662 | $2.26M | 0.14% | +2,360+9.0% | Added |
| Parsons Capital Management Inc | 28,712 | $2.26M | 0.15% | −3,146−9.9% | Reduced |
| Sigma Planning Corp | 28,719 | $2.26M | 0.07% | +3,838+15.4% | Added |
| Wolverine Asset Management LLC | 28,734 | $2.26M | 0.04% | +23,822+485.0% | Added |
| Old North State Wealth Management, LLC | 28,733 | $2.26M | 1.49% | +1,647+6.1% | Added |
| Great Lakes Advisors, LLC | 28,926 | $2.28M | 0.02% | −13,727−32.2% | Reduced |
| Leo Wealth, LLC | 29,568 | $2.32M | 0.24% | +2,824+10.6% | Added |
| Atom Investors LP | 29,495 | $2.32M | 0.23% | −39,268−57.1% | Reduced |
| NovaPoint Capital, LLC | 29,518 | $2.32M | 0.79% | +1,007+3.5% | Added |
| Wahed Invest LLC | 29,558 | $2.33M | 0.47% | +3,330+12.7% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.34M | 0.09% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,815 | $2.35M | 1.69% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 29,902 | $2.35M | 0.41% | +50+0.2% | Added |
| NBT Bank N A | 29,912 | $2.35M | 0.17% | +9,687+47.9% | Added |
| Prosight Management, LP | 30,000 | $2.36M | 0.71% | −150,000−83.3% | Reduced |
| Phoenix Wealth Advisors | 30,170 | $2.37M | 1.19% | +362+1.2% | Added |
| Resonant Capital Advisors, LLC | 30,034 | $2.38M | 0.19% | +404+1.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 30,473 | $2.40M | 0.01% | −29,179−48.9% | Reduced |
| Prosperity Consulting Group, LLC | 30,500 | $2.40M | 0.33% | −17,513−36.5% | Reduced |
| Inspire Trust Co, N.A. | 30,507 | $2.40M | 0.79% | +11,622+61.5% | Added |
| Independent Advisor Alliance | 30,543 | $2.40M | 0.08% | −20,465−40.1% | Reduced |
| Gold Investment Management Ltd. | 30,574 | $2.41M | 1.02% | +229+0.8% | Added |
| Franklin Street Advisors Inc | 30,680 | $2.42M | 0.17% | −170,649−84.8% | Reduced |
| Diversify Wealth Management, LLC | 30,131 | $2.42M | 0.30% | +30,131 | New |
| Concentric Wealth Management, LLC | 31,047 | $2.44M | 0.64% | +1,105+3.7% | Added |
| Autumn Glory Partners, LLC | 31,357 | $2.47M | 1.26% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 31,395 | $2.47M | 1.17% | +8,850+39.3% | Added |
| Simplex Trading, LLC | 31,435 | $2.47M | 0.08% | +31,435 | New |
| Sound View Wealth Advisors Group, LLC | 31,456 | $2.48M | 0.26% | −84−0.3% | Reduced |
| SlateStone Wealth, LLC | 31,490 | $2.48M | 0.27% | −17,402−35.6% | Reduced |
| Veriti Management LLC | 31,658 | $2.49M | 0.15% | +2,248+7.6% | Added |
| 180 Wealth Advisors, LLC | 32,049 | $2.50M | 0.41% | +2,187+7.3% | Added |
| Congress Wealth Management LLC | 31,836 | $2.51M | 0.04% | +31,836 | New |
| LVM Capital Management Ltd | 31,941 | $2.51M | 0.29% | −3,518−9.9% | Reduced |
| Fayez Sarofim & Co | 32,095 | $2.53M | 0.01% | +3,000+10.3% | Added |
| Uncommon Cents Investing LLC | 32,213 | $2.54M | 0.80% | +1,405+4.6% | Added |
| TrueMark Investments, LLC | 32,331 | $2.54M | 0.87% | +11,997+59.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 32,410 | $2.55M | 2.13% | +360+1.1% | Added |
| Shorepoint Capital Partners LLC | 32,495 | $2.56M | 0.60% | +798+2.5% | Added |
| Garrett Investment Advisors LLC | 32,800 | $2.58M | 0.30% | +2,142+7.0% | Added |
| Brookstone Capital Management | 31,796 | $2.58M | 0.04% | +2,623+9.0% | Added |
| Farther Finance Advisors, LLC | 33,790 | $2.61M | 0.13% | +4,519+15.4% | Added |
| Arete Wealth Advisors, LLC | 33,215 | $2.61M | 0.21% | +8,053+32.0% | Added |
| National Asset Management, Inc. | 32,863 | $2.61M | 0.07% | −7,605−18.8% | Reduced |
| Nebula Research & Development LLC | 33,157 | $2.61M | 0.42% | +23,084+229.2% | Added |
| Strategic Advisors LLC | 33,223 | $2.61M | 0.51% | −1,521−4.4% | Reduced |
| Evexia Wealth LLC | 32,998 | $2.62M | 0.98% | +1,539+4.9% | Added |
| Hengehold Capital Management LLC | 33,287 | $2.62M | 0.27% | +483+1.5% | Added |
| Moloney Securities Asset Management, LLC | 33,426 | $2.63M | 0.38% | +1,871+5.9% | Added |
| HBW Advisory Services LLC | 33,455 | $2.63M | 0.44% | +6,229+22.9% | Added |
| Peak Asset Management, LLC | 33,491 | $2.64M | 0.52% | −2,251−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 33,565 | $2.64M | 0.08% | +2,783+9.0% | Added |
| Broderick Brian C | 33,568 | $2.64M | 0.54% | −960−2.8% | Reduced |
| Northwest Investment Counselors, LLC | 33,922 | $2.67M | 0.67% | +636+1.9% | Added |
| CAPROCK Group, Inc. | 34,040 | $2.70M | 0.11% | −8,953−20.8% | Reduced |
| Fred Alger Management, LLC | 34,411 | $2.71M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 34,442 | $2.71M | 0.10% | +1,165+3.5% | Added |
| XTX Topco Ltd | 34,821 | $2.74M | 0.23% | +34,821 | New |
| Ostrum Asset Management | 34,971 | $2.75M | 0.24% | −642−1.8% | Reduced |
| Fiduciary Trust Co | 35,233 | $2.77M | 0.04% | −882−2.4% | Reduced |
| Hancock Whitney Corp | 35,278 | $2.78M | 0.09% | −4,809−12.0% | Reduced |
| Morton Community Bank | 35,291 | $2.78M | 0.78% | +2,001+6.0% | Added |
| Ossiam | 35,466 | $2.79M | 0.05% | +302+0.9% | Added |
| Spirepoint Private Client, LLC | 35,813 | $2.82M | 0.40% | +4,609+14.8% | Added |
| Ami Investment Management Inc | 35,844 | $2.82M | 0.98% | +680+1.9% | Added |
| Financial Advisory Service, Inc. | 35,862 | $2.82M | 0.24% | +1,406+4.1% | Added |
| Appleton Partners Inc | 35,867 | $2.82M | 0.22% | −1,443−3.9% | Reduced |
| Old Second National Bank of Aurora | 36,145 | $2.84M | 0.73% | −1,224−3.3% | Reduced |
| Argyle Capital Management Inc. | 36,320 | $2.86M | 1.18% | −1,600−4.2% | Reduced |
| Exchange Capital Management, Inc. | 36,355 | $2.86M | 0.47% | +1,081+3.1% | Added |
| Walter & Keenan Financial Consulting Co | 36,642 | $2.88M | 0.92% | −725−1.9% | Reduced |
| Comgest Global Investors S.A.S. | 36,675 | $2.89M | 0.04% | 00.0% | Unchanged |