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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 7,252 | $571.0K | 0.03% | +720+11.0% | Added |
| American State Bank (Iowa) | 7,265 | $571.8K | 0.37% | +146+2.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,269 | $572.2K | 0.25% | −201−2.7% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $575.6K | 0.75% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 7,316 | $575.8K | 0.10% | −122−1.6% | Reduced |
| BSW Wealth Partners | 7,325 | $576.6K | 0.09% | −889−10.8% | Reduced |
| Harfst & Associates, Inc. | 7,361 | $579.4K | 0.14% | −643−8.0% | Reduced |
| Wallace Advisory Group, LLC | 7,369 | $580.0K | 0.42% | +3,729+102.4% | Added |
| Hartline Investment Corp | 7,375 | $580.5K | 0.08% | +4,728+178.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,400 | $582.5K | 0.41% | +252+3.5% | Added |
| Prudent Man Advisors, LLC | 7,416 | $583.7K | 0.21% | +287+4.0% | Added |
| Cyndeo Wealth Partners, LLC | 7,457 | $587.0K | 0.05% | −2,122−22.2% | Reduced |
| Gratus Capital LLC | 7,507 | $590.9K | 0.02% | −287−3.7% | Reduced |
| LCNB Corp | 7,516 | $591.6K | 0.22% | −663−8.1% | Reduced |
| Westhampton Capital, LLC | 7,525 | $592.3K | 0.32% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 0 | $593.3K | 0.14% | −7,427−100.0% | Reduced |
| GYL Financial Synergies, LLC | 7,557 | $594.8K | 0.05% | +1,579+26.4% | Added |
| Jamison Private Wealth Management, Inc. | 7,664 | $603.2K | 0.10% | −61−0.8% | Reduced |
| USAdvisors Wealth Management, LLC | 7,680 | $604.0K | 0.22% | −32−0.4% | Reduced |
| Roberts Glore & Co Inc | 7,737 | $609.0K | 0.18% | −131−1.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,735 | $609.0K | 0.47% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7,706 | $612.0K | 0.13% | +645+9.1% | Added |
| Hartford Funds Management Co LLC | 7,777 | $612.2K | 0.06% | +579+8.0% | Added |
| BluePath Capital Management, LLC | 7,781 | $612.4K | 0.44% | +2,901+59.4% | Added |
| Venturi Wealth Management, LLC | 7,798 | $613.8K | 0.04% | +6,914+782.1% | Added |
| Salvus Wealth Management, LLC | 7,824 | $615.8K | 0.42% | −125−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 7,841 | $617.2K | 0.03% | −2,614−25.0% | Reduced |
| City State Bank | 7,855 | $618.3K | 0.25% | −267−3.3% | Reduced |
| Loudon Investment Management, LLC | 7,868 | $619.3K | 0.36% | −69−0.9% | Reduced |
| Meridian Wealth Management, LLC | 7,910 | $622.6K | 0.07% | +7,910 | New |
| Baker Tilly Wealth Management, LLC | 7,921 | $623.5K | 0.26% | −26,297−76.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,945 | $625.0K | 0.04% | +308+4.0% | Added |
| Cim Investment Mangement Inc | 7,964 | $626.8K | 0.19% | −47−0.6% | Reduced |
| Heritage Wealth Management, LLC | 7,989 | $628.8K | 0.35% | −766−8.7% | Reduced |
| Heritage Family Offices, LLP | 7,989 | $628.8K | 0.35% | +7,989 | New |
| Csenge Advisory Group | 8,026 | $631.7K | 0.04% | −3,495−30.3% | Reduced |
| World Equity Group, Inc. | 8,053 | $633.9K | 0.19% | +495+6.5% | Added |
| Pallas Capital Advisors LLC | 7,807 | $634.0K | 0.03% | +1,043+15.4% | Added |
| Glen Eagle Advisors, LLC | 8,068 | $635.1K | 0.12% | +150+1.9% | Added |
| Avantax Planning Partners, Inc. | 8,155 | $641.9K | 0.02% | +205+2.6% | Added |
| Investment Advisory Services Inc | 8,200 | $645.5K | 0.24% | −730−8.2% | Reduced |
| Lindbrook Capital, LLC | 8,209 | $646.1K | 0.06% | −197−2.3% | Reduced |
| Vise Technologies, Inc. | 8,231 | $647.9K | 0.11% | +920+12.6% | Added |
| Benjamin Edwards Inc | 8,237 | $648.0K | 0.12% | −393−4.6% | Reduced |
| Whittier Trust Co | 8,236 | $648.3K | 0.01% | −1,266−13.3% | Reduced |
| Vicus Capital | 8,240 | $648.6K | 0.06% | −375−4.4% | Reduced |
| DMG Group, LLC | 8,287 | $652.3K | 0.56% | −978−10.6% | Reduced |
| Bray Capital Advisors | 8,294 | $652.8K | 0.16% | −103−1.2% | Reduced |
| Burney Co | 8,314 | $654.4K | 0.03% | −375−4.3% | Reduced |
| McDaniel Terry & Co | 8,318 | $655.0K | 0.06% | −273−3.2% | Reduced |
| Mayflower Financial Advisors, LLC | 8,322 | $655.0K | 0.11% | −19−0.2% | Reduced |
| Cooper Financial Group | 8,341 | $656.5K | 0.10% | −106−1.3% | Reduced |
| Kovack Advisors, Inc. | 8,341 | $656.6K | 0.07% | −502−5.7% | Reduced |
| Wealthcare Advisory Partners LLC | 8,414 | $662.3K | 0.02% | +36+0.4% | Added |
| Warren Averett Asset Management, LLC | 8,430 | $663.6K | 0.01% | +2,338+38.4% | Added |
| Keynote Financial Services LLC | 8,432 | $663.7K | 0.56% | −90−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 8,434 | $663.9K | 0.04% | +79+0.9% | Added |
| Western Wealth Management, LLC | 8,444 | $664.6K | 0.05% | −3,895−31.6% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $667.0K | 0.20% | −800−8.7% | Reduced |
| Encompass Wealth Advisors, LLC | 8,543 | $672.4K | 0.18% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 8,515 | $673.0K | 0.09% | +8,515 | New |
| Jarislowsky, Fraser Ltd | 8,555 | $673.4K | 0.00% | −464−5.1% | Reduced |
| Bridgefront Capital, LLC | 8,563 | $674.0K | 0.28% | +8,563 | New |
| West Michigan Advisors, LLC | 8,503 | $675.1K | 0.21% | −21,770−71.9% | Reduced |
| Paragon Private Wealth Management, LLC | 8,587 | $675.9K | 0.38% | −245−2.8% | Reduced |
| Strategic Blueprint, LLC | 8,625 | $678.9K | 0.05% | −464−5.1% | Reduced |
| CVA Family Office, LLC | 8,632 | $679.4K | 0.12% | −389−4.3% | Reduced |
| Inscription Capital, LLC | 8,655 | $681.3K | 0.11% | +124+1.5% | Added |
| Beacon Investment Advisors LLC | 8,705 | $685.2K | 0.35% | −330−3.7% | Reduced |
| Biltmore Family Office, LLC | 8,636 | $685.8K | 0.13% | +120+1.4% | Added |
| Verdence Capital Advisors LLC | 8,746 | $688.4K | 0.06% | −1,205−12.1% | Reduced |
| Beacon Financial Advisory LLC | 8,757 | $689.3K | 0.26% | +1,383+18.8% | Added |
| Atomi Financial Group, Inc. | 8,759 | $689.4K | 0.05% | −1,410−13.9% | Reduced |
| Sound Financial Strategies Group, LLC | 8,771 | $690.4K | 0.60% | +8,771 | New |
| Financial Sense Advisors, Inc. | 8,809 | $693.4K | 0.22% | +8,809 | New |
| Financial Advisory Corp | 8,846 | $696.0K | 0.29% | +621+7.6% | Added |
| First National Bank & Trust Co of Newtown | 8,866 | $697.8K | 0.14% | −30−0.3% | Reduced |
| Violich Capital Management, Inc. | 8,865 | $698.0K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,941 | $703.7K | 0.02% | +1,072+13.6% | Added |
| Simmons Bank | 8,961 | $705.3K | 0.05% | −163−1.8% | Reduced |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | −140−1.6% | Reduced |
| Blueshift Asset Management, LLC | 8,978 | $706.7K | 0.24% | +6,237+227.5% | Added |
| Aspire Wealth Management Corp | 9,012 | $709.3K | 0.41% | 00.0% | Unchanged |
| Washington Capital Management Inc | 9,095 | $715.9K | 0.61% | −180−1.9% | Reduced |
| WealthPLAN Partners, LLC | 9,121 | $717.9K | 0.08% | −182−2.0% | Reduced |
| Mitchell Sinkler & Starr | 8,890 | $722.0K | 0.19% | +331+3.9% | Added |
| Bartlett & Co. Wealth Management LLC | 9,099 | $722.6K | 0.01% | −100−1.1% | Reduced |
| Montag A & Associates Inc | 9,139 | $724.7K | 0.04% | −411−4.3% | Reduced |
| PFG Investments, LLC | 9,240 | $727.3K | 0.05% | −1,090−10.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,305 | $732.0K | 0.30% | −229−2.4% | Reduced |
| Diligent Investors, LLC | 9,316 | $733.3K | 0.18% | 00.0% | Unchanged |
| Kure Advisory, LLC | 9,357 | $736.5K | 0.60% | +32+0.3% | Added |
| Nemes Rush Group LLC | 9,359 | $736.7K | 0.10% | −3,780−28.8% | Reduced |
| MQS Management LLC | 9,363 | $737.0K | 0.45% | +3,587+62.1% | Added |
| Grove Bank & Trust | 9,368 | $737.4K | 0.12% | +672+7.7% | Added |
| Vista Investment Partners LLC | 9,376 | $738.0K | 0.25% | +21+0.2% | Added |
| United Community Bank | 9,384 | $738.6K | 0.30% | −2,810−23.0% | Reduced |
| Cidel Asset Management Inc | 9,405 | $740.3K | 0.06% | +441+4.9% | Added |
| Demars Financial Group, LLC | 9,419 | $741.4K | 0.36% | +2,181+30.1% | Added |
| Nvest Financial, LLC | 9,419 | $741.4K | 0.46% | +1,655+21.3% | Added |