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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 2,858 | $225.0K | 0.13% | −100−3.4% | Reduced |
| American Investment Services, Inc. | 2,868 | $225.7K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,827 | $226.1K | 0.03% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 2,898 | $228.1K | 0.08% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,971 | $228.4K | 0.01% | −254−7.9% | Reduced |
| Childress Capital Advisors, LLC | 2,911 | $229.1K | 0.06% | +2,911 | New |
| Revisor Wealth Management LLC | 2,914 | $229.4K | 0.16% | −2,246−43.5% | Reduced |
| Callan Family Office, LLC | 2,915 | $229.4K | 0.04% | +2,915 | New |
| TCP Asset Management, LLC | 2,922 | $230.0K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 2,927 | $230.4K | 0.01% | −78,502−96.4% | Reduced |
| Hardin Capital Partners, LLC | 2,929 | $230.5K | 0.15% | +2,929 | New |
| First Citizens Financial Corp | 2,950 | $232.2K | 0.14% | 00.0% | Unchanged |
| Exchange Bank | 2,952 | $232.4K | 0.20% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,968 | $234.0K | 0.13% | +190+6.8% | Added |
| Strait & Sound Wealth Management LLC | 2,976 | $234.2K | 0.12% | −620−17.2% | Reduced |
| LifePro Asset Management | 2,980 | $234.6K | 0.17% | +13+0.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,983 | $234.8K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 2,986 | $235.0K | 0.02% | +232+8.4% | Added |
| Summit Financial Strategies, Inc. | 2,992 | $235.5K | 0.03% | −285−8.7% | Reduced |
| Cape Investment Advisory, Inc. | 2,993 | $235.6K | 0.11% | −245−7.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,999 | $236.0K | 0.09% | −280−8.5% | Reduced |
| Westpac Banking Corp | 3,002 | $236.3K | 0.02% | +3,002 | New |
| Bank & Trust Co | 3,008 | $236.8K | 0.20% | +3,008 | New |
| Capital Planning Advisors, LLC | 3,028 | $238.3K | 0.04% | −85−2.7% | Reduced |
| Edgestream Partners, L.P. | 3,032 | $238.6K | 0.01% | +3,032 | New |
| Duff & Phelps Investment Management Co | 3,037 | $239.0K | 0.00% | −12,298−80.2% | Reduced |
| Sheets Smith Wealth Management | 3,053 | $240.3K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 3,057 | $240.6K | 0.01% | −147−4.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,061 | $240.9K | 0.01% | +85+2.9% | Added |
| Kirtland Hills Capital Management, LLC | 3,077 | $242.2K | 0.20% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 3,096 | $243.7K | 0.03% | −24−0.8% | Reduced |
| Umpqua Bank | 3,097 | $243.8K | 0.09% | +39+1.3% | Added |
| Breed's Hill Capital LLC | 3,098 | $243.8K | 0.22% | −92−2.9% | Reduced |
| Austin Private Wealth, LLC | 3,103 | $244.2K | 0.03% | +315+11.3% | Added |
| Royal Capital Wealth Management, LLC | 3,106 | $244.5K | 0.18% | −726−18.9% | Reduced |
| Hexagon Capital Partners LLC | 3,106 | $244.5K | 0.05% | +244+8.5% | Added |
| Sunbelt Securities, Inc. | 3,106 | $244.5K | 0.03% | −22−0.7% | Reduced |
| One Capital Management, LLC | 3,116 | $245.3K | 0.01% | +3,116 | New |
| KFG Wealth Management, LLC | 3,121 | $245.7K | 0.10% | −97−3.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,096 | $245.8K | 0.06% | +49+1.6% | Added |
| Emprise Bank | 3,125 | $246.0K | 0.15% | −530−14.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,150 | $247.9K | 0.02% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 3,162 | $248.9K | 0.09% | −331−9.5% | Reduced |
| Simon Quick Advisors, LLC | 3,164 | $249.0K | 0.02% | +653+26.0% | Added |
| Smith Shellnut Wilson LLC | 3,167 | $249.3K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,141 | $249.3K | 0.04% | +80+2.6% | Added |
| Bond & Devick Financial Network, Inc. | 3,172 | $249.7K | 0.13% | −2,411−43.2% | Reduced |
| Affiance Financial, LLC | 3,173 | $249.7K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,179 | $250.0K | 0.03% | −16−0.5% | Reduced |
| Profit Investment Management, LLC | 3,177 | $250.1K | 0.16% | 00.0% | Unchanged |
| Fort, L.P. | 3,179 | $250.2K | 0.64% | +221+7.5% | Added |
| Guardian Wealth Advisors, LLC | 3,181 | $250.4K | 0.03% | +27+0.9% | Added |
| Aries Wealth Management | 3,181 | $250.4K | 0.08% | −195−5.8% | Reduced |
| Optas, LLC | 3,187 | $250.8K | 0.06% | −2,193−40.8% | Reduced |
| Juncture Wealth Strategies, LLC | 3,233 | $254.5K | 0.11% | +3,233 | New |
| Okabena Investment Services Inc | 3,248 | $255.7K | 0.08% | 00.0% | Unchanged |
| Edmp, Inc. | 3,254 | $256.1K | 0.23% | +3,254 | New |
| San Luis Wealth Advisors LLC | 3,270 | $257.0K | 0.06% | +3,270 | New |
| Wellington Wealth Strategies, LLC. | 3,269 | $257.3K | 1.10% | +3,269 | New |
| Magnus Financial Group LLC | 3,279 | $258.1K | 0.03% | +369+12.7% | Added |
| Wynn Capital, LLC | 3,281 | $258.2K | 0.19% | +431+15.1% | Added |
| Cahill Financial Advisors Inc | 3,291 | $259.1K | 0.04% | −90−2.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,156 | $260.0K | 0.05% | −141−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,316 | $261.0K | 0.04% | +925+38.7% | Added |
| Stokes Family Office, LLC | 3,321 | $261.4K | 0.03% | +121+3.8% | Added |
| Innova Wealth Partners | 3,340 | $262.9K | 0.19% | +165+5.2% | Added |
| Widmann Financial Services, Inc. | 3,349 | $263.6K | 0.21% | +121+3.7% | Added |
| Moss Adams Wealth Advisors LLC | 3,325 | $263.8K | 0.04% | +298+9.8% | Added |
| Insight Folios Inc | 3,354 | $264.0K | 0.11% | +163+5.1% | Added |
| Essex Savings Bank | 3,355 | $264.1K | 0.07% | +102+3.1% | Added |
| David Loasby | 3,442 | $265.3K | 0.03% | +498+16.9% | Added |
| Blue Barn Wealth, LLC | 3,382 | $266.2K | 0.15% | +305+9.9% | Added |
| Financial Network Wealth Advisors LLC | 3,380 | $266.3K | 0.20% | +122+3.7% | Added |
| Hurlow Wealth Management Group, Inc. | 3,384 | $266.4K | 0.09% | −11−0.3% | Reduced |
| Advus Financial Partners, LLC | 3,385 | $266.4K | 0.08% | +319+10.4% | Added |
| Atlas Brown,Inc. | 3,391 | $266.9K | 0.10% | +19+0.6% | Added |
| Global Trust Asset Management, LLC | 3,406 | $268.1K | 0.11% | +258+8.2% | Added |
| Guyasuta Investment Advisors Inc | 3,255 | $268.1K | 0.02% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 3,420 | $269.0K | 0.19% | −716−17.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,420 | $269.2K | 0.05% | +18+0.5% | Added |
| STAR Financial Bank | 3,436 | $270.4K | 0.21% | +398+13.1% | Added |
| Alpha Omega Wealth Management LLC | 3,439 | $270.7K | 0.05% | −1,267−26.9% | Reduced |
| Edge Capital Group, LLC | 3,441 | $270.8K | 0.01% | −45,065−92.9% | Reduced |
| Camden Capital, LLC | 3,447 | $271.3K | 0.02% | +3,447 | New |
| PDS Planning, Inc | 3,454 | $271.9K | 0.03% | +1,074+45.1% | Added |
| Keebeck Wealth Management, LLC | 3,430 | $272.4K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 3,474 | $273.4K | 0.30% | +26+0.8% | Added |
| CFO4Life Group, LLC | 3,475 | $273.5K | 0.05% | −660−16.0% | Reduced |
| MMBG Investment Advisors Co. | 3,480 | $273.9K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,480 | $273.9K | 0.07% | −89−2.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,151 | $274.6K | 0.16% | −274−8.0% | Reduced |
| Dakota Community Bank & Trust NA | 3,494 | $275.0K | 1.48% | +184+5.6% | Added |
| Constitution Capital LLC | 3,500 | $275.5K | 0.15% | −100−2.8% | Reduced |
| Alta Advisers Ltd | 3,500 | $275.5K | 0.13% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,534 | $276.0K | 0.07% | +3,534 | New |
| Agf Management Ltd | 3,529 | $277.8K | 0.00% | −15,624−81.6% | Reduced |
| jvl associates llc | 3,533 | $278.1K | 0.11% | −377−9.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,539 | $278.6K | 0.01% | −139−3.8% | Reduced |
| Emfo, LLC | 3,546 | $279.1K | 0.25% | +2,850+409.5% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,547 | $279.2K | 0.07% | +1,238+53.6% | Added |