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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 70,996 | $5.59M | 0.09% | +44,450+167.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 70,545 | $5.60M | 0.03% | −219,812−75.7% | Reduced |
| Cardinal Capital Management | 70,767 | $5.62M | 0.95% | +1,321+1.9% | Added |
| Poehling Capital Management, LLC | 71,429 | $5.62M | 1.54% | +53+0.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 71,460 | $5.63M | 1.46% | +3,728+5.5% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.64M | 0.53% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 71,929 | $5.66M | 0.41% | +2,219+3.2% | Added |
| Financial & Tax Architects, LLC | 72,138 | $5.68M | 1.52% | +4,607+6.8% | Added |
| Simplicity Wealth,LLC | 72,416 | $5.70M | 0.13% | +110.0% | Added |
| Benedict Financial Advisors Inc | 72,470 | $5.70M | 1.45% | +944+1.3% | Added |
| Ironwood Investment Counsel, LLC | 72,505 | $5.71M | 1.02% | +1,484+2.1% | Added |
| Engineers Gate Manager LP | 72,528 | $5.71M | 0.13% | +55,104+316.3% | Added |
| BancorpSouth Bank | 72,763 | $5.73M | 0.43% | +1,538+2.2% | Added |
| Olstein Capital Management, L.P. | 73,000 | $5.75M | 1.02% | −29,000−28.4% | Reduced |
| Cullen Investment Group, Ltd. | 73,030 | $5.75M | 0.92% | +1,803+2.5% | Added |
| Pekin Hardy Strauss, Inc. | 73,129 | $5.76M | 0.79% | −790−1.1% | Reduced |
| Naples Global Advisors, LLC | 72,988 | $5.79M | 0.58% | −40.0% | Reduced |
| Goelzer Investment Management, Inc. | 74,185 | $5.84M | 0.33% | −647−0.9% | Reduced |
| AustralianSuper Pty Ltd | 74,952 | $5.90M | 0.03% | +3,307+4.6% | Added |
| Louisiana State Employees Retirement System | 75,100 | $5.91M | 0.11% | −2,300−3.0% | Reduced |
| Tufton Capital Management | 75,476 | $5.94M | 1.16% | −96−0.1% | Reduced |
| TCW Group Inc | 75,773 | $5.96M | 0.05% | +453+0.6% | Added |
| Park National Corp | 76,032 | $5.98M | 0.22% | +72,415+2,002.1% | Added |
| First Nebraska Trust Co | 76,262 | $6.00M | 0.62% | +188+0.2% | Added |
| Securian Asset Management, Inc | 76,350 | $6.01M | 0.18% | −1,965−2.5% | Reduced |
| Mizuho Markets Americas LLC | 76,431 | $6.02M | 0.17% | −159,766−67.6% | Reduced |
| J. Safra Sarasin Holding AG | 76,435 | $6.02M | 0.11% | +76,435 | New |
| Advisory Services Network, LLC | 76,644 | $6.03M | 0.12% | −3,553−4.4% | Reduced |
| LGT Group Foundation | 76,919 | $6.05M | 0.10% | +49+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 76,981 | $6.06M | 0.23% | −4,349−5.3% | Reduced |
| Ally Financial Inc. | 77,000 | $6.06M | 0.75% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 77,070 | $6.07M | 2.32% | +3,125+4.2% | Added |
| Cohen Klingenstein LLC | 77,325 | $6.09M | 0.22% | −822−1.1% | Reduced |
| Berkshire Asset Management LLC | 77,790 | $6.12M | 0.31% | +11,033+16.5% | Added |
| Marex Group plc | 78,244 | $6.16M | 0.17% | +73,823+1,669.8% | Added |
| Heritage Investors Management Corp | 78,366 | $6.17M | 0.22% | +545+0.7% | Added |
| NEOS Investment Management LLC | 78,468 | $6.18M | 0.25% | +21,200+37.0% | Added |
| Hikari Power Ltd | 79,060 | $6.22M | 0.56% | 00.0% | Unchanged |
| Sicart Associates LLC | 78,385 | $6.22M | 2.39% | −1,387−1.7% | Reduced |
| Ci Investments Inc. | 79,263 | $6.24M | 0.02% | −480,154−85.8% | Reduced |
| JGP Wealth Management, LLC | 79,382 | $6.25M | 0.89% | −492−0.6% | Reduced |
| Davy Global Fund Management Ltd | 79,519 | $6.26M | 0.72% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 80,258 | $6.32M | 0.26% | +1,230+1.6% | Added |
| Gabelli Funds LLC | 81,290 | $6.40M | 0.05% | −1,700−2.0% | Reduced |
| Two Sigma Securities, LLC | 81,418 | $6.41M | 0.30% | +81,418 | New |
| Valley National Advisers Inc | 81,511 | $6.42M | 0.95% | −5,375−6.2% | Reduced |
| Somerville Kurt F | 81,600 | $6.42M | 1.08% | +286+0.4% | Added |
| Verition Fund Management LLC | 83,578 | $6.58M | 0.05% | −13,314−13.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 83,668 | $6.59M | 0.06% | +27,063+47.8% | Added |
| Great Valley Advisor Group, Inc. | 84,168 | $6.62M | 0.19% | +11,789+16.3% | Added |
| St Germain D J Co Inc | 84,387 | $6.64M | 0.32% | −655−0.8% | Reduced |
| Allianz SE | 84,540 | $6.65M | 0.20% | −9,455−10.1% | Reduced |
| HRT Financial LP | 84,677 | $6.66M | 0.04% | +34,954+70.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 84,783 | $6.67M | 1.85% | +820+1.0% | Added |
| Hartford Investment Management Co | 84,999 | $6.69M | 0.23% | −912−1.1% | Reduced |
| HB Wealth Management, LLC | 85,090 | $6.70M | 0.08% | +10,615+14.3% | Added |
| Channing Capital Management, LLC | 85,844 | $6.76M | 0.19% | +12,494+17.0% | Added |
| FineMark National Bank & Trust | 86,294 | $6.79M | 0.25% | +1,856+2.2% | Added |
| Value Partners Investments Inc. | 86,389 | $6.80M | 0.59% | +5,006+6.2% | Added |
| JustInvest LLC | 88,294 | $6.85M | 0.13% | +20,666+30.6% | Added |
| Cheviot Value Management, LLC | 87,244 | $6.87M | 1.34% | +4,500+5.4% | Added |
| Westchester Capital Management, Inc. | 87,281 | $6.87M | 1.73% | −348−0.4% | Reduced |
| Mengis Capital Management, Inc. | 88,257 | $6.95M | 1.41% | +17,820+25.3% | Added |
| Strategic Wealth Partners, Ltd. | 88,420 | $6.96M | 0.73% | +12,069+15.8% | Added |
| Parcion Private Wealth LLC | 88,567 | $6.97M | 0.64% | +1,678+1.9% | Added |
| Two Point Capital Management, Inc. | 90,757 | $7.14M | 2.87% | +1,135+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 91,674 | $7.22M | 0.35% | +3,092+3.5% | Added |
| Tower Research Capital LLC (TRC) | 91,768 | $7.22M | 0.12% | +65,135+244.6% | Added |
| Parthenon LLC | 92,106 | $7.25M | 0.92% | −1,142−1.2% | Reduced |
| MBB Public Markets I LLC | 93,869 | $7.39M | 0.15% | +89,007+1,830.7% | Added |
| Stockman Wealth Management, Inc. | 93,923 | $7.39M | 1.30% | +4,996+5.6% | Added |
| Motley Fool Wealth Management, LLC | 95,212 | $7.46M | 0.38% | −4,205−4.2% | Reduced |
| ABN AMRO Bank N.V. | 94,089 | $7.47M | 0.11% | −406,756−81.2% | Reduced |
| Washington Trust Co | 96,621 | $7.61M | 0.28% | −1,685−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 96,253 | $7.63M | 0.08% | +554+0.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 96,891 | $7.63M | 0.88% | +626+0.7% | Added |
| Advocate Group LLC | 97,303 | $7.66M | 1.54% | +4,522+4.9% | Added |
| Mattern Capital Management, LLC | 97,639 | $7.69M | 1.06% | −277−0.3% | Reduced |
| Marco Investment Management LLC | 97,731 | $7.69M | 0.71% | −63−0.1% | Reduced |
| Greenwood Capital Associates LLC | 97,938 | $7.71M | 1.01% | +27,844+39.7% | Added |
| Level Four Advisory Services, LLC | 98,024 | $7.72M | 0.35% | +39,869+68.6% | Added |
| Noesis Capital Mangement Corp | 98,784 | $7.78M | 1.72% | +3,331+3.5% | Added |
| Kestra Private Wealth Services, LLC | 99,356 | $7.82M | 0.16% | −9,966−9.1% | Reduced |
| Kentucky Retirement Systems | 100,060 | $7.88M | 0.23% | −918−0.9% | Reduced |
| CCLA Investment Management Ltd | 100,178 | $7.88M | 0.12% | +2,024+2.1% | Added |
| Estabrook Capital Management | 100,581 | $7.92M | 1.22% | −3,124−3.0% | Reduced |
| Sirios Capital Management L P | 100,912 | $7.94M | 1.38% | −5,188−4.9% | Reduced |
| Massmutual Trust Co FSB | 101,247 | $7.97M | 0.24% | +1,668+1.7% | Added |
| Investment Management Corp of Ontario | 102,376 | $8.06M | 0.22% | +80,880+376.3% | Added |
| Mizuho Securities USA LLC | 102,384 | $8.06M | 0.18% | +102,384 | New |
| Country Club Bank | 101,751 | $8.07M | 0.56% | −1,841−1.8% | Reduced |
| Allied Investment Advisors, LLC | 103,842 | $8.17M | 1.92% | +5,563+5.7% | Added |
| Maryland State Retirement & Pension System | 104,293 | $8.21M | 0.15% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 104,369 | $8.21M | 0.92% | +4,294+4.3% | Added |
| Toroso Investments, LLC | 105,006 | $8.27M | 0.11% | +32,477+44.8% | Added |
| Blair William & Co | 105,078 | $8.27M | 0.03% | −34,749−24.9% | Reduced |
| JB Capital LLC | 105,413 | $8.30M | 0.52% | +5,908+5.9% | Added |
| Teachers Retirement System of the State of Kentucky | 105,861 | $8.33M | 0.07% | −3,133−2.9% | Reduced |
| Anchor Investment Management, LLC | 106,247 | $8.36M | 0.86% | +24,936+30.7% | Added |
| Morgan Dempsey Capital Management LLC | 106,297 | $8.37M | 2.79% | −3,416−3.1% | Reduced |