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 |
|---|---|---|---|---|---|
| Harbour Trust & Investment Management Co | 4,539 | $357.3K | 0.04% | +576+14.5% | Added |
| Garrett Wealth Advisory Group, LLC | 4,539 | $357.3K | 0.13% | +139+3.2% | Added |
| Kennedy Investment Group | 4,551 | $358.2K | 0.18% | +202+4.6% | Added |
| Abbrea Capital, LLC | 4,519 | $359.0K | 0.05% | −558−11.0% | Reduced |
| MBA Advisors LLC | 4,572 | $359.9K | 0.18% | +579+14.5% | Added |
| Legacy Advisory Services, LLC | 4,585 | $360.9K | 0.33% | 00.0% | Unchanged |
| Alerus Financial NA | 4,607 | $362.6K | 0.03% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,622 | $363.8K | 0.10% | +1,376+42.4% | Added |
| Northwest Bancshares, Inc. | 4,629 | $364.3K | 0.06% | −759−14.1% | Reduced |
| Concord Wealth Partners | 4,639 | $365.1K | 0.06% | +2,899+166.6% | Added |
| Meridian Wealth Advisors, LLC | 4,664 | $367.1K | 0.07% | +235+5.3% | Added |
| Carnegie Capital Asset Management, LLC | 4,674 | $367.9K | 0.01% | −10,511−69.2% | Reduced |
| Virtue Capital Management, LLC | 4,666 | $368.3K | 0.06% | −39−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 4,689 | $369.1K | 0.12% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,712 | $370.9K | 0.10% | +4,712 | New |
| Martin Investment Management, LLC | 4,713 | $371.0K | 0.10% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 4,732 | $372.4K | 0.03% | −6,586−58.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,735 | $372.7K | 0.03% | −799−14.4% | Reduced |
| Sanders Morris Harris LLC | 4,744 | $373.4K | 0.06% | 00.0% | Unchanged |
| US Asset Management LLC | 4,749 | $374.0K | 0.34% | −136−2.8% | Reduced |
| SS&H Financial Advisors, Inc. | 4,756 | $374.0K | 0.15% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,776 | $375.7K | 0.02% | −2,616−35.4% | Reduced |
| AllSquare Wealth Management LLC | 4,784 | $376.5K | 0.23% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,787 | $376.8K | 0.17% | −63−1.3% | Reduced |
| Financial Management Professionals, Inc. | 4,804 | $378.0K | 0.05% | +331+7.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,811 | $378.7K | 0.04% | +68+1.4% | Added |
| Integral Investment Advisors, Inc. | 4,775 | $378.8K | 0.14% | −441−8.5% | Reduced |
| Boyar Asset Management Inc. | 4,828 | $380.0K | 0.26% | +255+5.6% | Added |
| Nwam LLC | 4,843 | $381.2K | 0.11% | +351+7.8% | Added |
| First American Bank | 4,854 | $382.1K | 0.03% | −22,824−82.5% | Reduced |
| Executive Wealth Management, LLC | 4,860 | $382.6K | 0.07% | +755+18.4% | Added |
| Raleigh Capital Management Inc. | 4,866 | $383.0K | 0.16% | +272+5.9% | Added |
| Martingale Asset Management L P | 4,877 | $383.9K | 0.01% | −5−0.1% | Reduced |
| Mattern Wealth Management LLC | 4,884 | $384.4K | 0.09% | −16,149−76.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,855 | $385.5K | 0.02% | −165−3.3% | Reduced |
| Interchange Capital Partners, LLC | 4,950 | $389.5K | 0.14% | +934+23.3% | Added |
| Triangle Securities Wealth Management | 4,954 | $389.9K | 0.11% | −738−13.0% | Reduced |
| Woodward Diversified Capital, LLC | 4,969 | $391.1K | 0.23% | +102+2.1% | Added |
| StoneX Group Inc. | 4,949 | $393.0K | 0.03% | −418−7.8% | Reduced |
| Wakefield Asset Management LLLP | 4,994 | $393.1K | 0.14% | +226+4.7% | Added |
| Alta Capital Management LLC | 5,000 | $393.6K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $393.6K | 0.26% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 5,008 | $395.0K | 0.01% | +360+7.7% | Added |
| Avestar Capital, LLC | 5,025 | $395.5K | 0.04% | +542+12.1% | Added |
| Marble Harbor Investment Counsel, LLC | 5,033 | $396.1K | 0.05% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,163 | $398.2K | 0.27% | +127+2.5% | Added |
| CNB Bank | 5,064 | $398.6K | 0.19% | −10,558−67.6% | Reduced |
| Seelaus Asset Management LLC | 5,070 | $399.1K | 0.40% | −120−2.3% | Reduced |
| L2 Asset Management, LLC | 5,102 | $401.6K | 0.12% | +466+10.1% | Added |
| 49 Wealth Management, LLC | 5,210 | $401.8K | 0.08% | −99−1.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 5,137 | $404.3K | 0.14% | +437+9.3% | Added |
| First Heartland Consultants, Inc. | 5,209 | $410.0K | 0.04% | +697+15.4% | Added |
| Wolverine Trading, LLC | 5,214 | $410.4K | 0.01% | −16,804−76.3% | Reduced |
| Global X Japan Co., Ltd. | 5,219 | $410.8K | 0.06% | +339+6.9% | Added |
| Leavell Investment Management, Inc. | 5,175 | $411.0K | 0.02% | +351+7.3% | Added |
| Balanced Rock Investment Advisor | 5,253 | $413.5K | 0.35% | −121−2.3% | Reduced |
| LSV Asset Management | 5,300 | $417.0K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 5,300 | $417.2K | 0.01% | −27,829−84.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $417.9K | 0.24% | −100−1.8% | Reduced |
| Shepherd Financial Partners LLC | 5,321 | $418.8K | 0.05% | −1,114−17.3% | Reduced |
| Waters Parkerson & Co., LLC | 5,328 | $419.0K | 0.02% | +5,328 | New |
| Core Wealth Partners LLC | 5,341 | $420.4K | 0.29% | +5,341 | New |
| First Manhattan Co | 5,297 | $420.6K | 0.00% | +133+2.6% | Added |
| Thoroughbred Financial Services, LLC | 5,357 | $421.0K | 0.03% | +714+15.4% | Added |
| Wealth Alliance | 5,353 | $421.3K | 0.05% | +321+6.4% | Added |
| Verity Asset Management, Inc. | 5,358 | $421.7K | 0.17% | −180−3.3% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,359 | $421.8K | 0.40% | +336+6.7% | Added |
| Manchester Capital Management LLC | 5,399 | $425.0K | 0.05% | +41+0.8% | Added |
| Coastwise Capital Group, LLC | 5,400 | $425.0K | 0.40% | 00.0% | Unchanged |
| Ti-Trust, Inc | 5,410 | $425.8K | 0.33% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,434 | $427.7K | 0.08% | −136−2.4% | Reduced |
| Trillium Asset Management, LLC | 5,432 | $428.0K | 0.01% | −91,026−94.4% | Reduced |
| Change Path, LLC | 5,447 | $429.0K | 0.02% | −9−0.2% | Reduced |
| Ballast Advisors LLC | 5,461 | $429.8K | 0.14% | −20.0% | Reduced |
| Patten Group, Inc. | 5,469 | $430.4K | 0.10% | −39−0.7% | Reduced |
| Athena Investment Management | 5,488 | $432.0K | 0.26% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 5,497 | $432.7K | 0.14% | +5,497 | New |
| LongView Wealth Management | 5,500 | $432.9K | 0.16% | −69−1.2% | Reduced |
| SageView Advisory Group, LLC | 5,505 | $433.3K | 0.02% | −11,324−67.3% | Reduced |
| Cordatus Wealth Management LLC | 5,513 | $434.0K | 0.16% | −3−0.1% | Reduced |
| Abbot Financial Management, Inc. | 5,527 | $435.0K | 0.23% | +100+1.8% | Added |
| Planning Capital Management Corp | 5,529 | $435.2K | 0.31% | +5,142+1,328.7% | Added |
| Schechter Investment Advisors, LLC | 5,541 | $436.1K | 0.03% | +8+0.1% | Added |
| Flputnam Investment Management Co | 5,548 | $436.7K | 0.01% | −4,429−44.4% | Reduced |
| DGS Capital Management, LLC | 5,556 | $437.3K | 0.12% | −397−6.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 5,562 | $437.8K | 0.22% | +5,562 | New |
| Center for Financial Planning, Inc. | 5,587 | $439.7K | 0.06% | +222+4.1% | Added |
| TCI Wealth Advisors, Inc. | 5,616 | $442.1K | 0.04% | −171−3.0% | Reduced |
| Cambridge Advisors Inc. | 5,619 | $442.3K | 0.10% | −160−2.8% | Reduced |
| NewEdge Wealth, LLC | 5,627 | $442.9K | 0.01% | −810−12.6% | Reduced |
| JJJ Advisors Inc. | 5,630 | $443.8K | 0.09% | −1,137−16.8% | Reduced |
| Keystone Financial Services | 5,644 | $444.2K | 0.18% | +532+10.4% | Added |
| Mission Wealth Management, LP | 5,670 | $446.3K | 0.01% | −581−9.3% | Reduced |
| Richwood Investment Advisors, LLC | 5,671 | $446.3K | 0.39% | +63+1.1% | Added |
| LWMG, LLC | 5,671 | $446.4K | 0.09% | +32+0.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,676 | $446.8K | 0.11% | −92−1.6% | Reduced |
| Fiduciary Family Office, LLC | 5,700 | $448.6K | 0.18% | +559+10.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,717 | $450.0K | 0.17% | +5,717 | New |
| Caldwell Trust Co | 5,722 | $450.4K | 0.05% | −595−9.4% | Reduced |
| New Hampshire Trust | 5,727 | $450.8K | 0.10% | −72−1.2% | Reduced |