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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 3,560 | $280.2K | 0.10% | 00.0% | Unchanged |
| Family Legacy, Inc. | 3,568 | $280.8K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,591 | $282.8K | 0.02% | +99+2.8% | Added |
| Good Life Advisors, LLC | 3,594 | $282.9K | 0.02% | −17−0.5% | Reduced |
| Cohen & Steers, Inc. | 3,591 | $283.0K | 0.00% | −69−1.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,600 | $283.4K | 0.08% | −500−12.2% | Reduced |
| Alpha Family Trust | 3,620 | $284.9K | 0.17% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,623 | $285.2K | 0.29% | −130−3.5% | Reduced |
| Powers Advisory Group, LLC | 3,627 | $285.5K | 0.16% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,533 | $285.5K | 0.01% | −53−1.5% | Reduced |
| Baker Avenue Asset Management, LP | 3,634 | $286.0K | 0.01% | +3,634 | New |
| Mather Group, LLC. | 3,304 | $287.9K | 0.00% | +197+6.3% | Added |
| Belmont Capital, LLC | 3,664 | $288.4K | 0.05% | +1,664+83.2% | Added |
| Excalibur Management Corp | 3,673 | $289.1K | 0.12% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 3,690 | $290.4K | 0.03% | +3,690 | New |
| Parkside Investments, LLC | 3,694 | $290.8K | 0.05% | −1,000−21.3% | Reduced |
| Guardian Wealth Advisors, LLC | 3,703 | $291.4K | 0.19% | +3+0.1% | Added |
| Bright Futures Wealth Management, LLC. | 3,602 | $293.6K | 0.16% | −88−2.4% | Reduced |
| Strategic Investment Advisors | 3,754 | $295.5K | 0.04% | +55+1.5% | Added |
| Pinnacle Bancorp, Inc. | 3,774 | $297.1K | 0.09% | +118+3.2% | Added |
| Red Door Wealth Management, LLC | 3,782 | $297.7K | 0.05% | −44−1.2% | Reduced |
| Summit X, LLC | 3,830 | $297.7K | 0.07% | +3,830 | New |
| Lake Street Financial LLC | 3,799 | $299.1K | 0.04% | −7,095−65.1% | Reduced |
| Relative Value Partners Group, LLC | 3,799 | $299.1K | 0.04% | +3,799 | New |
| O'Keefe Stevens Advisory, Inc. | 3,801 | $299.2K | 0.10% | +1,264+49.8% | Added |
| Cornerstone Advisory, LLC | 3,825 | $301.1K | 0.04% | −2,577−40.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,837 | $302.0K | 0.15% | −11−0.3% | Reduced |
| Arcataur Capital Management LLC | 3,847 | $302.8K | 0.11% | −10−0.3% | Reduced |
| WMS Partners, LLC | 3,848 | $302.9K | 0.02% | −246−6.0% | Reduced |
| Aaron Wealth Advisors | 3,853 | $303.3K | 0.04% | +1,123+41.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,877 | $305.2K | 0.04% | −241−5.9% | Reduced |
| Stiles Financial Services Inc | 3,888 | $306.0K | 0.12% | −1,291−24.9% | Reduced |
| Trilogy Capital Inc. | 3,890 | $306.2K | 0.02% | +1,395+55.9% | Added |
| Thomasville National Bank | 3,894 | $306.5K | 0.02% | +31+0.8% | Added |
| Holistic Financial Partners | 3,895 | $306.6K | 0.15% | −602−13.4% | Reduced |
| Sherbrooke Park Advisers LLC | 3,899 | $306.9K | 0.05% | +3,899 | New |
| Hedges Asset Management LLC | 3,900 | $307.0K | 0.22% | −200−4.9% | Reduced |
| 9258 Wealth Management, LLC | 3,901 | $307.0K | 0.05% | −110−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,833 | $307.9K | 0.02% | −1,751−31.4% | Reduced |
| ORG Partners LLC | 4,003 | $308.9K | 0.04% | +4,003 | New |
| Gamco Investors, Inc. Et Al | 3,925 | $308.9K | 0.00% | −365−8.5% | Reduced |
| Delta Financial Group, Inc. | 3,932 | $309.0K | 0.13% | +118+3.1% | Added |
| Skopos Labs, Inc. | 3,553 | $309.2K | 0.13% | 00.0% | Unchanged |
| Peoples Bank | 3,936 | $309.8K | 0.16% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,944 | $310.4K | 0.08% | −391−9.0% | Reduced |
| Eads & Heald Wealth Management | 3,946 | $311.0K | 0.15% | −1,352−25.5% | Reduced |
| Lebenthal Global Advisors, LLC | 3,954 | $311.2K | 0.07% | +10+0.3% | Added |
| Hall Capital Management Co Inc | 3,960 | $311.7K | 0.15% | −337−7.8% | Reduced |
| Summitry LLC | 3,966 | $312.2K | 0.02% | −375,170−99.0% | Reduced |
| PrairieView Partners, LLC | 3,981 | $313.0K | 0.04% | +17+0.4% | Added |
| Concord Asset Management, LLC | 3,990 | $314.0K | 0.08% | +3,990 | New |
| Walter Public Investments Inc. | 4,000 | $314.8K | 0.06% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,007 | $315.4K | 0.18% | −972−19.5% | Reduced |
| Bennett Associates Wealth Management | 4,010 | $315.6K | 0.28% | −36−0.9% | Reduced |
| Northwest Financial Advisors | 4,018 | $316.3K | 0.32% | +17+0.4% | Added |
| VeraBank, N.A. | 4,024 | $316.7K | 0.10% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,058 | $319.4K | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,059 | $319.5K | 0.05% | +468+13.0% | Added |
| TRUE Private Wealth Advisors | 4,061 | $319.6K | 0.04% | +136+3.5% | Added |
| Sage Private Wealth Group, LLC | 4,135 | $325.5K | 0.27% | +977+30.9% | Added |
| Clarius Group, LLC | 4,137 | $325.6K | 0.02% | +29+0.7% | Added |
| ELCO Management Co., LLC | 4,143 | $326.1K | 0.19% | −764−15.6% | Reduced |
| E Fund Management Co., Ltd. | 4,148 | $326.5K | 0.02% | +24+0.6% | Added |
| First Trust Investment Solutions L.P. | 4,161 | $327.5K | 0.05% | −358−7.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,182 | $329.2K | 0.02% | −81−1.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,187 | $329.6K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 4,195 | $330.2K | 0.03% | −32−0.8% | Reduced |
| Boston Financial Mangement LLC | 4,195 | $330.2K | 0.01% | −57−1.3% | Reduced |
| FLC Capital Advisors | 4,234 | $333.3K | 0.08% | +365+9.4% | Added |
| Renasant Bank | 4,249 | $334.4K | 0.23% | +1,467+52.7% | Added |
| Foguth Wealth Management, LLC. | 4,256 | $335.0K | 0.15% | +1,483+53.5% | Added |
| Register Financial Advisors LLC | 4,263 | $335.5K | 0.17% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 4,267 | $335.9K | 0.21% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,270 | $336.1K | 0.03% | −1,271−22.9% | Reduced |
| Park Edge Advisors, LLC | 4,275 | $336.5K | 0.10% | −339−7.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,279 | $336.8K | 0.01% | +4,279 | New |
| Twin Lakes Capital Management, LLC | 4,286 | $337.4K | 0.23% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,341 | $338.4K | 0.02% | +543+14.3% | Added |
| Duncker Streett & Co Inc | 4,304 | $338.8K | 0.07% | −1,662−27.9% | Reduced |
| Davis Capital Management | 4,429 | $341.6K | 0.30% | −358−7.5% | Reduced |
| Catalyst Financial Partners LLC | 4,348 | $342.2K | 0.08% | +279+6.9% | Added |
| Empower Advisory Group, LLC | 4,364 | $343.5K | 0.00% | −989−18.5% | Reduced |
| Accurate Wealth Management, LLC | 4,460 | $343.9K | 0.08% | −278−5.9% | Reduced |
| United Advisor Group, LLC | 4,372 | $344.1K | 0.11% | +1,268+40.9% | Added |
| Girard Partners Ltd. | 4,372 | $344.2K | 0.03% | −401−8.4% | Reduced |
| First Financial Bank - Trust Division | 4,385 | $345.1K | 0.03% | −3,344−43.3% | Reduced |
| Phoenix Holdings Ltd. | 4,362 | $346.0K | 0.01% | −123−2.7% | Reduced |
| Cromwell Holdings LLC | 4,359 | $346.1K | 0.21% | +4,359 | New |
| Advisor OS, LLC | 4,406 | $346.8K | 0.04% | +225+5.4% | Added |
| Aspen Investment Management Inc | 4,414 | $347.0K | 0.17% | −230−5.0% | Reduced |
| North Star Asset Management Inc | 4,421 | $348.0K | 0.02% | +229+5.5% | Added |
| Beese Fulmer Investment Management, Inc. | 4,439 | $349.4K | 0.03% | −1,670−27.3% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $349.5K | 0.13% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 4,445 | $349.9K | 0.19% | +4,445 | New |
| Jeppson Wealth Management, LLC | 4,447 | $350.0K | 0.13% | −86−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 4,451 | $350.3K | 0.10% | −150−3.3% | Reduced |
| North Star Investment Management Corp. | 4,451 | $350.3K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,472 | $352.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $353.4K | 0.13% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 4,528 | $356.4K | 0.03% | +78+1.8% | Added |