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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 9,265 | $741.8K | 0.17% | +1,534+19.8% | Added |
| Clear Harbor Asset Management, LLC | 9,447 | $743.6K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 9,465 | $745.0K | 0.08% | +150+1.6% | Added |
| Valmark Advisers, Inc. | 9,474 | $745.7K | 0.01% | +718+8.2% | Added |
| Buckley Wealth Management, LLC | 9,477 | $745.9K | 0.24% | −100−1.0% | Reduced |
| Altfest L J & Co Inc | 9,476 | $746.0K | 0.10% | +42+0.4% | Added |
| Sciencast Management LP | 9,484 | $746.5K | 0.26% | −8,461−47.1% | Reduced |
| Kades & Cheifetz LLC | 9,515 | $748.9K | 0.47% | +178+1.9% | Added |
| Buckingham Strategic Partners | 9,521 | $749.4K | 0.02% | −4,430−31.8% | Reduced |
| Malaga Cove Capital, LLC | 9,550 | $751.7K | 0.31% | −105−1.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,559 | $752.4K | 0.42% | −462−4.6% | Reduced |
| Wealthspire Advisors, LLC | 9,572 | $753.4K | 0.01% | −355−3.6% | Reduced |
| AE Wealth Management LLC | 9,578 | $753.9K | 0.01% | +1,896+24.7% | Added |
| Laurel Wealth Advisors LLC | 9,588 | $754.7K | 0.13% | −800−7.7% | Reduced |
| First Pacific Financial | 9,625 | $757.6K | 0.19% | −242−2.5% | Reduced |
| Marcum Wealth, LLC | 9,658 | $760.2K | 0.08% | +66+0.7% | Added |
| Centiva Capital, LP | 9,666 | $760.8K | 0.04% | +9,666 | New |
| Exeter Financial, LLC | 9,671 | $761.2K | 0.36% | +280+3.0% | Added |
| Cypress Capital Group | 9,675 | $761.5K | 0.09% | −34−0.4% | Reduced |
| Rothschild Investment LLC | 9,692 | $762.8K | 0.05% | −222−2.2% | Reduced |
| Old National Bancorp | 9,708 | $764.1K | 0.02% | −127−1.3% | Reduced |
| Central Trust Co | 9,734 | $766.2K | 0.02% | −1,376−12.4% | Reduced |
| GAMMA Investing LLC | 9,735 | $766.2K | 0.10% | +2,760+39.6% | Added |
| Northstar Asset Management LLC | 9,775 | $769.4K | 0.19% | −210−2.1% | Reduced |
| LRI Investments, LLC | 9,776 | $769.5K | 0.09% | +6,025+160.6% | Added |
| Jmac Enterprises LLC | 9,793 | $770.8K | 0.14% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 9,840 | $774.5K | 0.35% | +9,840 | New |
| Brighton Jones LLC | 9,858 | $775.9K | 0.03% | −696−6.6% | Reduced |
| Syon Capital LLC | 9,891 | $778.5K | 0.07% | +1,138+13.0% | Added |
| First Commonwealth Financial Corp | 9,912 | $780.2K | 0.20% | +1,392+16.3% | Added |
| Archer Investment Corp | 9,915 | $780.4K | 0.23% | +98+1.0% | Added |
| Maven Securities LTD | 9,934 | $781.9K | 0.12% | +9,934 | New |
| Capstone Triton Financial Group, LLC | 9,948 | $783.0K | 0.55% | +549+5.8% | Added |
| Adviser Investments LLC | 9,954 | $783.5K | 0.01% | −1,270−11.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,965 | $784.3K | 0.22% | +69+0.7% | Added |
| Community Financial Services Group, LLC | 9,968 | $784.6K | 0.17% | −3,855−27.9% | Reduced |
| Ballast, Inc. | 10,003 | $787.3K | 0.24% | +1,549+18.3% | Added |
| Mount Yale Investment Advisors, LLC | 10,013 | $788.1K | 0.06% | +2,786+38.5% | Added |
| Aptus Capital Advisors, LLC | 10,013 | $788.1K | 0.01% | +1,774+21.5% | Added |
| Dividend Assets Capital, LLC | 10,026 | $789.1K | 0.16% | −5,198−34.1% | Reduced |
| IMC-Chicago, LLC | 10,079 | $793.3K | 0.03% | +10,079 | New |
| Trust Co of Oklahoma | 10,178 | $801.1K | 0.28% | −2,095−17.1% | Reduced |
| Saxon Interests, Inc. | 10,183 | $801.5K | 0.38% | +266+2.7% | Added |
| Ritholtz Wealth Management | 10,191 | $802.1K | 0.03% | +15+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,276 | $808.8K | 0.25% | +10,276 | New |
| SPC Financial, Inc. | 10,301 | $810.8K | 0.08% | +1,081+11.7% | Added |
| Chicago Trust Co NA | 10,333 | $813.3K | 0.16% | +246+2.4% | Added |
| FSB Premier Wealth Management, Inc. | 10,355 | $815.1K | 0.37% | +2,363+29.6% | Added |
| Spire Wealth Management | 10,384 | $817.3K | 0.03% | −3,911−27.4% | Reduced |
| Cornercap Investment Counsel Inc | 10,435 | $821.3K | 0.13% | −162−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 10,481 | $825.0K | 0.03% | −15,192−59.2% | Reduced |
| Winch Advisory Services, LLC | 10,513 | $827.5K | 0.24% | +124+1.2% | Added |
| Accredited Investors Inc. | 10,558 | $831.0K | 0.05% | −782−6.9% | Reduced |
| Corundum Group, Inc. | 10,568 | $831.8K | 0.32% | +4,931+87.5% | Added |
| Capital Investment Advisors, LLC | 10,632 | $836.8K | 0.02% | −191−1.8% | Reduced |
| Independent Financial Group, LLC | 10,634 | $837.0K | 0.03% | +227+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 10,611 | $837.4K | 0.06% | −2,835−21.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,658 | $838.9K | 0.83% | +10,658 | New |
| Sheaff Brock Investment Advisors, LLC | 10,718 | $843.6K | 0.08% | −1,695−13.7% | Reduced |
| Atlas Private Wealth Advisors | 10,734 | $844.9K | 0.14% | +6,359+145.3% | Added |
| HMS Capital Management, LLC | 10,760 | $847.0K | 0.44% | +596+5.9% | Added |
| Peapack Gladstone Financial Corp | 10,771 | $848.0K | 0.01% | −1,318−10.9% | Reduced |
| Ronald Blue Trust, Inc. | 9,737 | $848.6K | 0.01% | +1,086+12.6% | Added |
| Coastline Trust Co | 10,810 | $850.9K | 0.10% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 10,895 | $857.5K | 0.61% | −333−3.0% | Reduced |
| Lantern Wealth Advisors, LLC | 10,938 | $860.9K | 0.62% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,991 | $865.1K | 0.03% | −1,384−11.2% | Reduced |
| Personal Cfo Solutions, LLC | 10,998 | $865.6K | 0.13% | −315−2.8% | Reduced |
| CSS LLC | 11,000 | $865.8K | 0.06% | +11,000 | New |
| Eagle Harbor Asset Management Inc | 11,064 | $870.8K | 0.93% | −1,355−10.9% | Reduced |
| First Foundation Advisors | 11,078 | $871.9K | 0.03% | +262+2.4% | Added |
| Smith Chas P & Associates Pa Cpas | 11,140 | $876.9K | 0.05% | −2,842−20.3% | Reduced |
| Gunn & Co Investment Management, Inc. | 11,140 | $876.9K | 0.05% | +11,140 | New |
| St. Clair Advisors, LLC | 11,162 | $878.6K | 0.28% | −1,173−9.5% | Reduced |
| XML Financial, LLC | 11,185 | $880.4K | 0.09% | +460+4.3% | Added |
| Monetary Management Group Inc | 11,200 | $881.6K | 0.23% | −1,382−11.0% | Reduced |
| Guidance Capital, Inc | 10,993 | $882.9K | 0.29% | +1,070+10.8% | Added |
| Morningstar Investment Management LLC | 11,215 | $883.0K | 0.09% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,877 | $883.9K | 0.35% | +346+3.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,160 | $885.5K | 0.25% | +8,723+357.9% | Added |
| Fiduciary Group LLC | 11,258 | $886.1K | 0.10% | −40−0.4% | Reduced |
| IFP Advisors, Inc | 11,288 | $888.3K | 0.04% | +959+9.3% | Added |
| Smartleaf Asset Management LLC | 11,217 | $889.9K | 0.15% | +1,836+19.6% | Added |
| McDonald Partners LLC | 11,345 | $893.0K | 0.24% | +157+1.4% | Added |
| Perigon Wealth Management, LLC | 11,390 | $896.5K | 0.03% | −2,743−19.4% | Reduced |
| Ascent Wealth Partners, LLC | 11,427 | $899.4K | 0.13% | −198−1.7% | Reduced |
| Bank of Hawaii | 11,509 | $905.9K | 0.04% | −1,046−8.3% | Reduced |
| Trust Point Inc. | 11,510 | $906.0K | 0.07% | −358−3.0% | Reduced |
| Evergreen Capital Management LLC | 11,422 | $907.1K | 0.03% | +1,736+17.9% | Added |
| Beaumont Asset Management, L.L.C. | 11,527 | $907.3K | 0.58% | −46−0.4% | Reduced |
| Xcel Wealth Management, LLC | 11,616 | $914.3K | 0.29% | −204−1.7% | Reduced |
| FRG Family Wealth Advisors LLC | 11,353 | $917.1K | 0.18% | −1,057−8.5% | Reduced |
| Sawgrass Asset Management LLC | 11,667 | $918.3K | 0.10% | −209−1.8% | Reduced |
| Tritonpoint Wealth, LLC | 11,597 | $920.9K | 0.09% | −2,618−18.4% | Reduced |
| Coldstream Capital Management Inc | 11,712 | $921.8K | 0.02% | −343−2.8% | Reduced |
| City Holding Co | 11,718 | $922.3K | 0.14% | −364−3.0% | Reduced |
| River Street Advisors LLC | 11,721 | $922.6K | 0.57% | +742+6.8% | Added |
| Transatlantique Private Wealth LLC | 11,883 | $925.0K | 0.38% | +22+0.2% | Added |
| Insigneo Advisory Services, LLC | 11,539 | $926.9K | 0.10% | −5,433−32.0% | Reduced |
| Qtron Investments LLC | 11,821 | $930.4K | 0.13% | −3,574−23.2% | Reduced |