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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.

Institutional holdersQ2 2024: 2,037 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ2 2024: $83.6B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2024.

Institutions holding MDT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Synergy Financial Management, LLC49,128$3.87M0.61%+49,128New
Mandatum Life Insurance Co Ltd49,138$3.87M1.30%00.0%Unchanged
Tower Bridge Advisors49,393$3.89M0.43%−2,110−4.1%Reduced
Arkadios Wealth Advisors49,547$3.90M0.26%+3,541+7.7%Added
Alps Advisors Inc49,612$3.90M0.03%00.0%Unchanged
Columbia Asset Management49,792$3.92M0.74%+16,852+51.2%Added
Laffer Tengler Investments49,879$3.93M0.85%−8,371−14.4%Reduced
Chemung Canal Trust Co49,888$3.93M0.76%+1,986+4.1%Added
Courier Capital LLC50,226$3.95M0.31%−434−0.9%Reduced
Te Ahumairangi Investment Management Ltd50,271$3.96M0.76%−3,800−7.0%Reduced
Alliance Wealth Advisors, LLC50,685$3.99M1.17%+1,403+2.8%Added
Wiley Bros.-Aintree Capital, LLC50,651$3.99M0.17%+39,808+367.1%Added
Vestor Capital, LLC50,781$4.00M0.32%−91,260−64.2%Reduced
Equitable Holdings, Inc.50,820$4.00M0.04%+6,255+14.0%Added
Public Sector Pension Investment Board51,014$4.02M0.03%+20,660+68.1%Added
VELA Investment Management, LLC51,037$4.02M1.42%+10,050+24.5%Added
Needham Investment Management LLC51,041$4.02M0.33%00.0%Unchanged
Strategy Asset Managers LLC45,618$4.02M0.90%+8,074+21.5%Added
Cornerstone Advisors, LLC51,100$4.02M0.16%−500−1.0%Reduced
Trajan Wealth LLC51,251$4.03M0.26%+1,009+2.0%Added
Trinity Legacy Partners, LLC51,711$4.07M1.16%+3,647+7.6%Added
Walleye Capital LLC52,001$4.09M0.04%−143,987−73.5%Reduced
Round Hill Asset Management52,345$4.12M2.63%−1,451−2.7%Reduced
Sit Investment Associates Inc52,545$4.14M0.10%−34,320−39.5%Reduced
Robinson Value Management, Ltd.52,985$4.17M2.91%−189−0.4%Reduced
Siemens Fonds Invest GmbH53,217$4.19M0.31%+563+1.1%Added
MainStreet Investment Advisors LLC53,417$4.20M0.51%+66+0.1%Added
Metis Global Partners, LLC53,479$4.21M0.14%+493+0.9%Added
Portside Wealth Group, LLC53,691$4.23M0.81%−1,514−2.7%Reduced
Glenview Trust Co53,697$4.23M0.09%−1,731−3.1%Reduced
Toth Financial Advisory Corp54,177$4.26M0.54%+1,378+2.6%Added
Highland Capital Management, LLC54,190$4.27M0.25%−2,820−4.9%Reduced
Semmax Financial Advisors Inc.51,903$4.27M1.28%+2,841+5.8%Added
Coston, McIsaac & Partners54,590$4.30M1.35%+1,204+2.3%Added
LaFleur & Godfrey LLC54,791$4.31M0.63%−4,035−6.9%Reduced
Richard Bernstein Advisors LLC54,903$4.32M0.10%+80.0%Added
Corbyn Investment Management Inc54,940$4.32M1.79%−264−0.5%Reduced
Hamilton Capital Partners Inc.54,973$4.33M0.46%+2,230+4.2%Added
Palisade Asset Management, LLC55,264$4.35M0.45%−3,559−6.1%Reduced
Eliot Finkel Investment Counsel, LLC55,270$4.35M2.86%−60−0.1%Reduced
Argent Trust Co55,429$4.36M0.19%+4,136+8.1%Added
Smithbridge Asset Management Inc55,570$4.37M0.91%−110−0.2%Reduced
Vance Wealth, Inc.55,670$4.38M1.80%−566−1.0%Reduced
King Luther Capital Management Corp55,744$4.39M0.02%−40,556−42.1%Reduced
Bleakley Financial Group, LLC55,836$4.39M0.13%+38+0.1%Added
Bahl & Gaynor Inc56,145$4.42M0.02%−16,963−23.2%Reduced
Headinvest, LLC56,730$4.47M0.88%+2,740+5.1%Added
Kinneret Advisory, LLC56,264$4.47M0.43%+44,666+385.1%Added
Los Angeles Capital Management LLC57,016$4.49M0.02%−1,977−3.4%Reduced
Assenagon Asset Management S.A.57,440$4.52M0.01%+324+0.6%Added
J.P. Marvel Investment Advisors, LLC57,996$4.56M0.75%00.0%Unchanged
TD Private Client Wealth LLC58,278$4.59M0.14%−1,227−2.1%Reduced
Cullinan Associates Inc58,611$4.61M0.26%−9,197−13.6%Reduced
Hennessy Advisors Inc58,700$4.62M0.17%−1,200−2.0%Reduced
Kesler, Norman & Wride, LLC58,768$4.63M0.98%−1,567−2.6%Reduced
Groupama Asset Managment116,596$4.63M0.10%+48,197+70.5%Added
Oliver Luxxe Assets LLC59,022$4.65M0.99%+265+0.5%Added
Asio Capital, LLC59,045$4.65M0.95%+1,886+3.3%Added
Sectoral Asset Management Inc59,551$4.69M1.90%+21,500+56.5%Added
Welch & Forbes LLC60,751$4.70M0.06%−9,639−13.7%Reduced
Azzad Asset Management Inc59,782$4.71M0.55%+1,030+1.8%Added
Vinva Investment Management Ltd59,446$4.72M0.24%+8,625+17.0%Added
CenterBook Partners LP60,105$4.73M0.29%+25,680+74.6%Added
Susquehanna Fundamental Investments, LLC60,281$4.74M0.11%+60,281New
Perennial Advisors, LLC60,283$4.75M1.06%+1,750+3.0%Added
Stamos Capital Partners, L.P.60,610$4.77M1.01%+320+0.5%Added
HTLF Bank60,716$4.78M0.54%−2,815−4.4%Reduced
Concurrent Investment Advisors, LLC61,168$4.81M0.16%+21,678+54.9%Added
Stratos Wealth Partners, LTD.61,395$4.83M0.08%−1,885−3.0%Reduced
Banque Pictet & Cie SA61,509$4.84M0.05%−645,166−91.3%Reduced
Pictet & Cie (Europe) SA61,757$4.86M0.12%−360,924−85.4%Reduced
Wealthfront Advisers LLC61,779$4.86M0.02%−10,576−14.6%Reduced
Banque Cantonale Vaudoise62,236$4.90M0.19%+505+0.8%Added
Sequoia Financial Advisors, LLC62,888$4.95M0.06%−2,097−3.2%Reduced
Aperture Investors, LLC63,686$5.01M0.73%00.0%Unchanged
First National Trust Co63,938$5.03M0.21%−51,777−44.7%Reduced
Farmers Trust Co64,061$5.04M1.02%−745−1.1%Reduced
Monarch Capital Management Inc63,652$5.04M1.48%−564−0.9%Reduced
Compass Wealth Management LLC64,269$5.06M1.25%−71−0.1%Reduced
Inlet Private Wealth, LLC64,294$5.06M1.38%+150+0.2%Added
Ieq Capital, LLC64,510$5.08M0.07%+10,187+18.8%Added
Prospera Financial Services Inc65,059$5.12M0.14%−364−0.6%Reduced
Addenda Capital Inc.65,128$5.17M0.20%−190.0%Reduced
Stablepoint Partners, LLC64,658$5.17M1.00%+7,506+13.1%Added
Linscomb & Williams, Inc.65,730$5.17M0.27%+110+0.2%Added
Synovus Financial Corp65,955$5.19M0.07%−33,024−33.4%Reduced
Trust Co of Vermont66,282$5.22M0.28%−1,411−2.1%Reduced
Moors & Cabot, Inc.66,472$5.23M0.28%+4,183+6.7%Added
MAI Capital Management66,790$5.26M0.05%+11,614+21.0%Added
New Mexico Educational Retirement Board66,987$5.27M0.18%00.0%Unchanged
Robeco Schweiz AG67,360$5.30M0.10%−32,415−32.5%Reduced
Soltis Investment Advisors LLC67,758$5.33M0.56%+697+1.0%Added
Ledyard National Bank67,979$5.35M0.52%−1,783−2.6%Reduced
Martin Capital Partners, LLC68,177$5.37M2.17%−1,855−2.6%Reduced
Dearborn Partners LLC68,892$5.42M0.23%−3,077−4.3%Reduced
Trexquant Investment LP69,460$5.47M0.08%−757−1.1%Reduced
Providence Capital Advisors, LLC70,017$5.51M1.20%+70,000+411,764.7%Added
Murphy Pohlad Asset Management LLC70,050$5.51M2.38%−8,625−11.0%Reduced
Brinker Capital Investments, LLC70,930$5.58M0.06%+1,896+2.7%Added
Orion Portfolio Solutions, LLC70,930$5.58M0.06%+1,896+2.7%Added