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; 2,149 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 | 2,149 | $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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 257 | $20.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 258 | $20.3K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 264 | $20.8K | 0.01% | +64+32.0% | Added |
| Salomon & Ludwin, LLC | 280 | $22.0K | 0.00% | −200−41.7% | Reduced |
| Gables Capital Management Inc. | 289 | $22.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 295 | $23.2K | 0.00% | +265+883.3% | Added |
| BOK Financial Private Wealth, Inc. | 302 | $23.8K | 0.00% | +255+542.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 305 | $24.0K | 0.01% | +31+11.3% | Added |
| Chesapeake Asset Management LLC | 310 | $24.4K | 0.02% | −50−13.9% | Reduced |
| Delos Wealth Advisors, LLC | 310 | $24.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 325 | $25.6K | 0.01% | −416−56.1% | Reduced |
| ICA Group Wealth Management, LLC | 331 | $26.1K | 0.02% | −137−29.3% | Reduced |
| McIlrath & Eck, LLC | 334 | $26.3K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 350 | $27.5K | 0.01% | −170−32.7% | Reduced |
| Meeder Asset Management Inc | 351 | $27.6K | 0.00% | −3,341−90.5% | Reduced |
| Lynx Investment Advisory | 359 | $28.2K | 0.02% | +359 | New |
| Zions Bancorporation, N.A. | 360 | $28.3K | 0.00% | −69−16.1% | Reduced |
| SWAN Capital LLC | 366 | $28.8K | 0.02% | +366 | New |
| Tributary Capital Management, LLC | 376 | $29.6K | 0.00% | +2+0.5% | Added |
| First Financial Corp | 391 | $30.8K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 399 | $31.0K | 0.03% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 400 | $31.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $31.5K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $31.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $31.5K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 400 | $31.5K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 425 | $33.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 439 | $34.6K | 0.03% | −180−29.1% | Reduced |
| Carolinas Wealth Consulting LLC | 441 | $34.7K | 0.01% | −2−0.5% | Reduced |
| Resources Management Corp | 461 | $36.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 474 | $37.3K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 478 | $37.6K | 0.01% | +190+66.0% | Added |
| Castleark Management LLC | 480 | $37.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 485 | $38.2K | 0.02% | −3,765−88.6% | Reduced |
| Hartford Financial Management Inc. | 486 | $38.3K | 0.01% | −175−26.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 492 | $38.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 493 | $38.8K | 0.01% | −91−15.6% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $39.4K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $39.4K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 505 | $39.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 511 | $40.0K | 0.02% | −199−28.0% | Reduced |
| Hollencrest Capital Management | 512 | $40.3K | 0.00% | −63−11.0% | Reduced |
| Centennial Bank | 515 | $40.5K | 0.02% | −43−7.7% | Reduced |
| Gleason Group, Inc. | 533 | $42.0K | 0.01% | +533 | New |
| Robinswood Financial LLC | 536 | $42.2K | 0.02% | +536 | New |
| Opal Wealth Advisors, LLC | 546 | $43.0K | 0.01% | +546 | New |
| Olistico Wealth, LLC | 571 | $44.9K | 0.03% | +571 | New |
| Operose Advisors LLC | 590 | $46.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 591 | $46.5K | 0.00% | −66−10.0% | Reduced |
| Rosenberg Matthew Hamilton | 608 | $46.9K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 600 | $47.2K | 0.06% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 616 | $48.5K | 0.04% | +4+0.7% | Added |
| Tucker Asset Management LLC | 620 | $48.8K | 0.01% | +7+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 628 | $49.4K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 640 | $50.4K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 647 | $50.9K | 0.03% | +18+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 657 | $51.7K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 659 | $51.9K | 0.02% | +2+0.3% | Added |
| Rakuten Securities, Inc. | 663 | $52.2K | 0.02% | +143+27.5% | Added |
| WealthCollab, LLC | 673 | $53.0K | 0.04% | −123−15.5% | Reduced |
| Bullock Wealth Management Group | 696 | $53.7K | 0.04% | −222−24.2% | Reduced |
| America First Investment Advisors, LLC | 695 | $54.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 702 | $55.3K | 0.01% | +253+56.3% | Added |
| Dunhill Financial, LLC | 710 | $55.8K | 0.03% | +230+47.9% | Added |
| PSI Advisors, LLC | 729 | $57.3K | 0.02% | −26−3.4% | Reduced |
| Rise Advisors, LLC | 738 | $58.1K | 0.03% | +55+8.1% | Added |
| Piscataqua Savings Bank | 755 | $59.4K | 0.05% | −11−1.4% | Reduced |
| Front Row Advisors LLC | 757 | $60.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 771 | $60.7K | 0.01% | +71+10.1% | Added |
| Atwood & Palmer Inc | 775 | $61.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 795 | $62.6K | 0.00% | +60+8.2% | Added |
| BFSG, LLC | 810 | $63.8K | 0.01% | −18−2.2% | Reduced |
| GW&K Investment Management, LLC | 810 | $64.0K | 0.00% | +129+18.9% | Added |
| S.A. Mason LLC | 818 | $64.4K | 0.04% | +25+3.2% | Added |
| Family Firm, Inc. | 841 | $66.2K | 0.01% | +841 | New |
| Ramirez Asset Management, Inc. | 850 | $66.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 861 | $67.8K | 0.01% | −2,674−75.6% | Reduced |
| Arlington Trust Co LLC | 863 | $67.9K | 0.02% | +36+4.4% | Added |
| JFS Wealth Advisors, LLC | 889 | $70.0K | 0.01% | +14+1.6% | Added |
| WR Wealth Planners, LLC | 891 | $70.1K | 0.02% | +117+15.1% | Added |
| Trust Co | 907 | $71.4K | 0.01% | −1−0.1% | Reduced |
| Syntax Research, Inc. | 911 | $71.7K | 0.06% | −5,122−84.9% | Reduced |
| Motco | 914 | $71.9K | 0.00% | +230+33.6% | Added |
| Key Financial Inc | 931 | $73.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $74.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 951 | $74.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 972 | $76.5K | 0.02% | −784−44.6% | Reduced |
| Cetera Trust Company, N.A | 975 | $76.7K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 981 | $77.2K | 0.00% | +892+1,002.2% | Added |
| Arrow Financial Corp | 1,004 | $79.0K | 0.01% | −40−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,040 | $81.2K | 0.00% | −16−1.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,032 | $81.2K | 0.03% | −54−5.0% | Reduced |
| Hoese & Co LLP | 1,011 | $82.3K | 0.07% | +20+2.0% | Added |
| Custom Portfolio Group LLC | 1,043 | $82.8K | 0.07% | +11+1.1% | Added |
| Acima Private Wealth, LLC | 1,125 | $88.5K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,135 | $89.3K | 0.00% | −264−18.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,137 | $89.5K | 0.01% | +401+54.5% | Added |
| Sachetta, LLC | 1,113 | $89.9K | 0.04% | +19+1.7% | Added |
| Central Bank & Trust Co | 1,143 | $90.0K | 0.01% | −425−27.1% | Reduced |