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
- 2,036
- −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
- 827 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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 37,096 | $2.92M | 0.07% | −2,625−6.6% | Reduced |
| Jefferies Financial Group Inc. | 37,121 | $2.92M | 0.06% | 00.0% | Unchanged |
| United Services Automobile Association | 37,198 | $2.93M | 0.07% | −1,310−3.4% | Reduced |
| Augustine Asset Management Inc | 37,321 | $2.94M | 1.13% | +170+0.5% | Added |
| Rothschild Capital Partners, LLC | 37,670 | $2.97M | 0.85% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 37,735 | $2.97M | 0.03% | −3,072−7.5% | Reduced |
| TCTC Holdings, LLC | 37,767 | $2.97M | 0.10% | −1,172−3.0% | Reduced |
| Focus Financial Network, Inc. | 36,634 | $2.98M | 0.13% | −6,417−14.9% | Reduced |
| Community Trust & Investment Co | 37,916 | $2.98M | 0.20% | −502−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 38,414 | $3.02M | 0.34% | +38,414 | New |
| Acadian Asset Management LLC | 38,484 | $3.03M | 0.01% | +35,614+1,240.9% | Added |
| Tevis Investment Management | 38,162 | $3.03M | 2.43% | +1,368+3.7% | Added |
| Perkins Coie Trust Co | 38,630 | $3.04M | 0.71% | +382+1.0% | Added |
| Nelson Capital Management, LLC | 38,738 | $3.05M | 0.54% | −652−1.7% | Reduced |
| Oak Asset Management, LLC | 38,800 | $3.05M | 1.12% | −1,170−2.9% | Reduced |
| Keene & Associates, Inc. | 38,814 | $3.06M | 2.49% | +103+0.3% | Added |
| Financial Advisory Partners, LLC | 39,190 | $3.08M | 1.15% | −967−2.4% | Reduced |
| Pathway Financial Advisers, LLC | 39,421 | $3.09M | 1.11% | +868+2.3% | Added |
| BTC Capital Management, Inc. | 39,522 | $3.11M | 0.29% | +4,839+14.0% | Added |
| Arlington Partners LLC | 39,548 | $3.11M | 1.55% | +4,430+12.6% | Added |
| First Citizens Bank & Trust Co | 39,919 | $3.14M | 0.06% | +954+2.4% | Added |
| Mattson Financial Services, LLC | 39,943 | $3.14M | 1.12% | +39,943 | New |
| Wealth Advisors of Tampa Bay, LLC | 40,019 | $3.15M | 1.47% | +2,675+7.2% | Added |
| Argonautica Private Wealth Management, Inc | 40,047 | $3.15M | 1.08% | +1,301+3.4% | Added |
| Quinn Opportunity Partners LLC | 40,100 | $3.16M | 0.37% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 40,146 | $3.16M | 0.04% | −9,260−18.7% | Reduced |
| Entropy Technologies, LP | 40,217 | $3.17M | 0.34% | +40,217 | New |
| Kinloch Capital, LLC | 40,362 | $3.18M | 1.66% | −718−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 40,367 | $3.18M | 0.20% | +40,367 | New |
| Brady Family Wealth, LLC | 40,372 | $3.18M | 1.03% | +1,408+3.6% | Added |
| Bridge Creek Capital Management LLC | 40,693 | $3.20M | 1.03% | +939+2.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 40,466 | $3.21M | 1.49% | −57−0.1% | Reduced |
| Romano Brothers and Company | 40,893 | $3.22M | 0.45% | −1,335−3.2% | Reduced |
| Capstone Investment Advisors, LLC | 41,195 | $3.24M | 0.07% | +41,195 | New |
| Woodley Farra Manion Portfolio Management Inc | 40,891 | $3.25M | 0.18% | +871+2.2% | Added |
| F/M Investments LLC | 41,425 | $3.25M | 0.12% | +41,425 | New |
| Investment House LLC | 41,425 | $3.26M | 0.19% | +3,197+8.4% | Added |
| Intact Investment Management Inc. | 41,500 | $3.27M | 0.12% | +5,700+15.9% | Added |
| Daymark Wealth Partners, LLC | 41,566 | $3.27M | 0.15% | +8,727+26.6% | Added |
| Core Alternative Capital | 41,824 | $3.29M | 0.66% | +2,831+7.3% | Added |
| Bayesian Capital Management, LP | 41,900 | $3.30M | 0.38% | +41,900 | New |
| Scissortail Wealth Management, LLC | 41,915 | $3.30M | 0.84% | +1,118+2.7% | Added |
| Bard Financial Services, Inc. | 42,055 | $3.31M | 0.34% | +365+0.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 42,057 | $3.31M | 1.30% | +5,685+15.6% | Added |
| Gilman Hill Asset Management, LLC | 42,067 | $3.31M | 0.60% | +2,709+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 42,563 | $3.35M | 0.14% | +8,204+23.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 42,828 | $3.37M | 0.23% | −1,052−2.4% | Reduced |
| Everence Capital Management Inc | 42,020 | $3.37M | 0.23% | −4,680−10.0% | Reduced |
| Savant Capital, LLC | 43,025 | $3.39M | 0.03% | −7,363−14.6% | Reduced |
| Teza Capital Management LLC | 43,102 | $3.39M | 0.42% | −3,392−7.3% | Reduced |
| Mutual Advisors, LLC | 42,523 | $3.40M | 0.10% | +3,483+8.9% | Added |
| Proquility Private Wealth Partners, LLC | 43,273 | $3.41M | 1.16% | +1,224+2.9% | Added |
| Financial Partners Group, LLC | 43,322 | $3.41M | 1.32% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 43,493 | $3.42M | 0.17% | +2,795+6.9% | Added |
| TrinityPoint Wealth, LLC | 43,699 | $3.44M | 0.54% | +4,193+10.6% | Added |
| Advisors Management Group Inc | 43,792 | $3.45M | 0.86% | +14,792+51.0% | Added |
| La Banque Postale Asset Management SA | 43,803 | $3.45M | 0.14% | +13,369+43.9% | Added |
| Hall Laurie J Trustee | 44,060 | $3.47M | 1.21% | +45+0.1% | Added |
| RBA Wealth Management, LLC | 44,066 | $3.47M | 1.39% | +613+1.4% | Added |
| First Washington CORP | 44,253 | $3.48M | 1.29% | +866+2.0% | Added |
| Liberty One Investment Management, LLC | 44,310 | $3.49M | 0.39% | +7,300+19.7% | Added |
| Farmers National Bank | 44,657 | $3.51M | 1.06% | +1,812+4.2% | Added |
| Principal Securities, Inc. | 44,675 | $3.52M | 0.10% | −8,907−16.6% | Reduced |
| NBC Securities, Inc. | 44,901 | $3.53M | 0.32% | −1,249−2.7% | Reduced |
| AMG National Trust Bank | 44,926 | $3.54M | 0.10% | −2,136−4.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,143 | $3.55M | 0.05% | −442−1.0% | Reduced |
| Ancora Advisors, LLC | 45,378 | $3.57M | 0.09% | +2,145+5.0% | Added |
| Dakota Wealth Management | 45,391 | $3.57M | 0.08% | +14,005+44.6% | Added |
| Qsemble Capital Management, LP | 45,559 | $3.59M | 0.68% | +45,559 | New |
| Regions Financial Corp | 45,606 | $3.59M | 0.03% | −492−1.1% | Reduced |
| Lido Advisors, LLC | 45,238 | $3.59M | 0.03% | −83,855−65.0% | Reduced |
| American National Bank | 45,953 | $3.62M | 0.45% | −6,426−12.3% | Reduced |
| Puzo Michael J | 46,024 | $3.62M | 1.01% | −4,899−9.6% | Reduced |
| Garland Capital Management Inc | 46,030 | $3.62M | 2.56% | +1,355+3.0% | Added |
| Omers Administration Corp | 46,084 | $3.63M | 0.03% | +46,084 | New |
| Beech Hill Advisors, Inc. | 46,205 | $3.64M | 1.50% | +113+0.2% | Added |
| Diversify Advisory Services, LLC | 47,450 | $3.65M | 0.20% | −13,660−22.4% | Reduced |
| Geneos Wealth Management Inc. | 46,464 | $3.66M | 0.16% | −12,096−20.7% | Reduced |
| Drucker Wealth 3.0, LLC | 46,525 | $3.66M | 0.97% | +46,525 | New |
| Harrell Investment Partners, LLC | 46,698 | $3.68M | 1.07% | +2,797+6.4% | Added |
| RSM US Wealth Management LLC | 47,543 | $3.68M | 0.06% | +32,709+220.5% | Added |
| Virtu Financial LLC | 46,874 | $3.69M | 0.26% | +46,874 | New |
| Norinchukin Bank, The | 46,950 | $3.70M | 0.11% | +795+1.7% | Added |
| Integrated Wealth Concepts LLC | 47,000 | $3.70M | 0.05% | +289+0.6% | Added |
| Apollon Wealth Management, LLC | 47,023 | $3.70M | 0.11% | −2,638−5.3% | Reduced |
| Hedeker Wealth, LLC | 47,024 | $3.70M | 1.07% | −674−1.4% | Reduced |
| Snowden Capital Advisors LLC | 46,954 | $3.73M | 0.11% | +110.0% | Added |
| FIL Ltd | 47,404 | $3.73M | 0.00% | +43,091+999.1% | Added |
| SFMG, LLC | 47,615 | $3.75M | 0.33% | +1,708+3.7% | Added |
| Hanson & Doremus Investment Management | 47,613 | $3.75M | 0.63% | +1,549+3.4% | Added |
| Gladstone Institutional Advisory LLC | 47,704 | $3.75M | 0.20% | +2,405+5.3% | Added |
| Butensky & Cohen Financial Security, Inc | 47,706 | $3.75M | 1.19% | −267−0.6% | Reduced |
| Somerset Trust Co | 47,884 | $3.77M | 1.55% | +99+0.2% | Added |
| Roberts Wealth Advisors, LLC | 49,165 | $3.78M | 1.29% | +1,596+3.4% | Added |
| Fundamentun, LLC | 48,157 | $3.79M | 0.31% | +4,978+11.5% | Added |
| Everett Harris & Co | 48,199 | $3.79M | 0.05% | −84−0.2% | Reduced |
| Ethic Inc. | 48,387 | $3.81M | 0.09% | −91,800−65.5% | Reduced |
| DLK Investment Management, LLC | 48,481 | $3.82M | 1.58% | +1,363+2.9% | Added |
| Boston Research & Management Inc | 48,487 | $3.82M | 0.96% | +587+1.2% | Added |
| iA Global Asset Management Inc. | 48,587 | $3.82M | 0.07% | +36,382+298.1% | Added |