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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 1,150 | $90.5K | 0.02% | +1,150 | New |
| Y.D. More Investments Ltd | 1,179 | $92.8K | 0.01% | +1,104+1,472.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,194 | $94.0K | 0.01% | +30+2.6% | Added |
| Oakworth Capital, Inc. | 1,195 | $94.1K | 0.01% | −729−37.9% | Reduced |
| EdgeRock Capital LLC | 1,198 | $94.3K | 0.07% | +1,198 | New |
| Versant Capital Management, Inc | 1,206 | $94.9K | 0.02% | +1,182+4,925.0% | Added |
| Northwest Bank & Trust Co | 1,250 | $98.4K | 0.08% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,285 | $101.1K | 0.03% | −100−7.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,301 | $102.4K | 0.06% | +1+0.1% | Added |
| Armstrong Advisory Group, Inc | 1,339 | $105.4K | 0.01% | −148−10.0% | Reduced |
| Smithfield Trust Co | 1,376 | $108.0K | 0.01% | −114−7.7% | Reduced |
| Crewe Advisors LLC | 1,404 | $110.5K | 0.01% | −75−5.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,439 | $113.3K | 0.05% | −310−17.7% | Reduced |
| Byrne Asset Management LLC | 1,430 | $113.4K | 0.08% | −430−23.1% | Reduced |
| Quarry LP | 1,503 | $118.3K | 0.05% | +1,503 | New |
| Salem Investment Counselors Inc | 1,524 | $121.0K | 0.00% | −447−22.7% | Reduced |
| MCF Advisors LLC | 1,534 | $121.3K | 0.01% | +456+42.3% | Added |
| HighMark Wealth Management LLC | 1,560 | $122.8K | 0.07% | +14+0.9% | Added |
| Eagle Bay Advisors LLC | 1,614 | $128.2K | 0.08% | +958+146.0% | Added |
| Independence Bank of Kentucky | 1,638 | $128.9K | 0.03% | −30−1.8% | Reduced |
| TFC Financial Management | 1,644 | $129.4K | 0.02% | −99−5.7% | Reduced |
| Bogart Wealth, LLC | 1,657 | $130.4K | 0.01% | −65,493−97.5% | Reduced |
| Asset Dedication, LLC | 1,661 | $130.7K | 0.01% | +40+2.5% | Added |
| Live Oak Investment Partners | – | $131.9K | 0.11% | – | New |
| Natixis Investment Managers International | 1,681 | $132.3K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 1,710 | $134.6K | 0.03% | −333−16.3% | Reduced |
| Quent Capital, LLC | 1,781 | $140.2K | 0.02% | +101+6.0% | Added |
| Bruce G. Allen Investments, LLC | 1,848 | $145.5K | 0.12% | −3−0.2% | Reduced |
| Centerpoint Advisors, LLC | 1,875 | $148.0K | 0.05% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,894 | $149.1K | 0.07% | +680+56.0% | Added |
| Optiver Holding B.V. | 1,898 | $149.4K | 0.00% | +1,898 | New |
| Silvant Capital Management LLC | 1,932 | $153.4K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,973 | $155.3K | 0.04% | +205+11.6% | Added |
| Bank of New Hampshire | 1,987 | $156.4K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,962 | $159.5K | 0.05% | +1,962 | New |
| Loomis Sayles & Co L P | 2,041 | $161.0K | 0.00% | −114−5.3% | Reduced |
| Tompkins Financial Corp | 2,053 | $161.6K | 0.02% | −16−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 2,100 | $165.3K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 2,150 | $169.2K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,191 | $172.5K | 0.11% | −120−5.2% | Reduced |
| WD Rutherford LLC | 2,205 | $173.6K | 0.09% | −925−29.6% | Reduced |
| Pacifica Partners Inc. | 2,249 | $173.6K | 0.07% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,236 | $176.0K | 0.03% | −257−10.3% | Reduced |
| Triad Wealth Partners, LLC | 2,290 | $180.2K | 0.09% | +2,290 | New |
| Coppell Advisory Solutions LLC | 2,297 | $180.8K | 0.03% | +2,297 | New |
| Institutional & Family Asset Management, LLC | 2,304 | $181.3K | 0.03% | +898+63.9% | Added |
| Dynamic Wealth Strategies, LLC | 2,330 | $183.0K | 0.16% | −2−0.1% | Reduced |
| Field & Main Bank | 2,365 | $186.1K | 0.07% | −883−27.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,534 | $199.5K | 0.04% | +48+1.9% | Added |
| J. W. Coons Advisors, LLC | 2,545 | $200.3K | 0.05% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,546 | $200.4K | 0.12% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,547 | $200.5K | 0.17% | +2,547 | New |
| Chicago Capital, LLC | 2,548 | $200.6K | 0.01% | +2,548 | New |
| Wedge Capital Management L L P | 2,553 | $200.9K | 0.00% | −367−12.6% | Reduced |
| BKD Wealth Advisors, LLC | 2,553 | $200.9K | 0.01% | −108−4.1% | Reduced |
| Brightwater Advisory LLC | 2,557 | $201.2K | 0.16% | +2,557 | New |
| Connecticut Wealth Management, LLC | 2,571 | $202.3K | 0.01% | −2,211−46.2% | Reduced |
| Ogorek Anthony Joseph | 2,581 | $203.0K | 0.07% | −167−6.1% | Reduced |
| Ellevest, Inc. | 2,580 | $203.1K | 0.01% | −2,564−49.8% | Reduced |
| Saxony Capital Management, LLC | 2,581 | $203.1K | 0.22% | −10−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,589 | $203.8K | 0.03% | −58−2.2% | Reduced |
| Delta Asset Management LLC | 2,590 | $203.9K | 0.02% | −150−5.5% | Reduced |
| Gries Financial LLC | 2,596 | $204.3K | 0.04% | −805−23.7% | Reduced |
| Park Place Capital Corp | 2,603 | $204.9K | 0.07% | −557−17.6% | Reduced |
| Forza Wealth Management, LLC | 2,606 | $205.1K | 0.11% | +2,606 | New |
| Modera Wealth Management, LLC | 2,615 | $205.8K | 0.00% | −310−10.6% | Reduced |
| Philip James Wealth Mangement, LLC | 2,621 | $206.3K | 0.14% | +38+1.5% | Added |
| Callan Capital, LLC | 2,626 | $206.7K | 0.02% | +277+11.8% | Added |
| Hardy Reed LLC | 2,627 | $206.8K | 0.02% | +2,627 | New |
| Arden Trust Co | 2,634 | $207.3K | 0.03% | −144−5.2% | Reduced |
| Mills Wealth Advisors LLC | 2,638 | $207.6K | 0.15% | +142+5.7% | Added |
| Apeiron RIA LLC | 2,641 | $207.9K | 0.06% | −189−6.7% | Reduced |
| FDx Advisors, Inc. | 2,642 | $208.0K | 0.06% | −812−23.5% | Reduced |
| BLB&B Advisors, LLC | 2,648 | $208.4K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,629 | $208.8K | 0.01% | −760−22.4% | Reduced |
| OneAscent Financial Services LLC | 2,660 | $209.0K | 0.03% | +292+12.3% | Added |
| Fielder Capital Group LLC | 2,656 | $209.1K | 0.08% | −56−2.1% | Reduced |
| Secured Retirement Advisors, LLC | 2,660 | $209.4K | 0.16% | +32+1.2% | Added |
| Sage Mountain Advisors LLC | 2,669 | $210.1K | 0.02% | +2,669 | New |
| Sound Income Strategies, LLC | 2,671 | $210.3K | 0.01% | −84−3.0% | Reduced |
| Northstar Group, Inc. | 2,671 | $210.3K | 0.04% | +95+3.7% | Added |
| Founders Financial Alliance, LLC | 2,682 | $211.1K | 0.06% | −8−0.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 2,705 | $212.9K | 0.05% | +50+1.9% | Added |
| White Lighthouse Investment Management Inc. | 2,718 | $213.9K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,728 | $214.7K | 0.03% | +131+5.0% | Added |
| Allred Capital Management, LLC | 2,738 | $215.5K | 0.08% | −427−13.5% | Reduced |
| Keystone Financial Group | 2,744 | $216.0K | 0.08% | +270+10.9% | Added |
| Waterway Wealth Management, LLC | 2,759 | $217.2K | 0.11% | +126+4.8% | Added |
| WealthPlan Investment Management, LLC | 2,763 | $217.5K | 0.03% | −158−5.4% | Reduced |
| Addison Advisors LLC | 2,764 | $217.6K | 0.07% | +292+11.8% | Added |
| Tempus Wealth Planning, LLC | 2,786 | $219.3K | 0.09% | +2,786 | New |
| Old North State Trust, LLC | 2,803 | $221.0K | 0.19% | −4−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,808 | $221.0K | 0.12% | +105+3.9% | Added |
| Montecito Bank & Trust | 2,816 | $221.6K | 0.05% | +10+0.4% | Added |
| Perritt Capital Management Inc | 2,824 | $222.3K | 0.12% | +172+6.5% | Added |
| MidWestOne Financial Group, Inc. | 2,827 | $222.5K | 0.04% | +60+2.2% | Added |
| Carmel Capital Partners, LLC | 2,827 | $222.5K | 0.09% | +317+12.6% | Added |
| First Bank & Trust | 2,828 | $222.6K | 0.05% | −6,970−71.1% | Reduced |
| Greenfield Savings Bank | 2,836 | $223.2K | 0.11% | +2,836 | New |
| Zullo Investment Group, Inc. | 2,848 | $224.2K | 0.10% | −236−7.7% | Reduced |