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; 2,149 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
- 2,036
- −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
- 827 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 21,806 | $1.72M | 0.24% | +10,788+97.9% | Added |
| Central Valley Advisors, LLC | 14,256 | $1.72M | 0.94% | +280+2.0% | Added |
| Shufro Rose & Co LLC | 21,774 | $1.71M | 0.14% | +1,197+5.8% | Added |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | +239+1.1% | Added |
| Jacobs & Co | 21,759 | $1.71M | 0.18% | −15,901−42.2% | Reduced |
| Convergence Investment Partners, LLC | 21,575 | $1.70M | 0.50% | +19,157+792.3% | Added |
| Drexel Morgan & Co. | 21,546 | $1.70M | 0.36% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 21,523 | $1.69M | 1.02% | +116+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 21,191 | $1.68M | 0.11% | −2,413−10.2% | Reduced |
| Sawyer & Company, Inc | 21,351 | $1.68M | 0.67% | −255−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 21,351 | $1.68M | 0.05% | +8,912+71.6% | Added |
| Clearstead Advisors, LLC | 21,275 | $1.67M | 0.03% | +9,314+77.9% | Added |
| Tradition Wealth Management, LLC | 21,228 | $1.67M | 0.16% | −187−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 21,215 | $1.67M | 0.06% | −336−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,199 | $1.67M | 0.25% | +2,624+14.1% | Added |
| Aviso Financial Inc. | 21,120 | $1.66M | 0.09% | +21,120 | New |
| We Are One Seven, LLC | 21,059 | $1.66M | 0.08% | −2,556−10.8% | Reduced |
| Cascade Investment Advisors, Inc. | 21,044 | $1.66M | 1.12% | +460+2.2% | Added |
| HBK Sorce Advisory LLC | 21,038 | $1.66M | 0.06% | −1,518−6.7% | Reduced |
| Platform Technology Partners | 20,938 | $1.65M | 0.57% | +20,938 | New |
| Chiron Capital Management, LLC | 20,787 | $1.64M | 1.56% | +3,167+18.0% | Added |
| Larson Financial Group LLC | 20,772 | $1.63M | 0.11% | +2,258+12.2% | Added |
| Regatta Capital Group, LLC | 20,656 | $1.63M | 0.35% | +2,019+10.8% | Added |
| Albion Financial Group | 20,639 | $1.62M | 0.12% | +81+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 20,602 | $1.62M | 0.24% | −147−0.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 20,567 | $1.62M | 0.87% | +1,353+7.0% | Added |
| Paradigm Asset Management Co LLC | 20,500 | $1.61M | 0.45% | −8,900−30.3% | Reduced |
| HM Payson & Co | 20,469 | $1.61M | 0.03% | −8,851−30.2% | Reduced |
| Foster & Motley Inc | 20,457 | $1.61M | 0.11% | +2,933+16.7% | Added |
| Boothbay Fund Management, LLC | 20,367 | $1.60M | 0.05% | −182,535−90.0% | Reduced |
| IHT Wealth Management, LLC | 20,228 | $1.59M | 0.06% | +2,086+11.5% | Added |
| Profund Advisors LLC | 20,181 | $1.59M | 0.06% | −158−0.8% | Reduced |
| LifePlan Financial, LLC | 20,176 | $1.59M | 1.46% | +791+4.1% | Added |
| Blume Capital Management, Inc. | 20,048 | $1.58M | 0.38% | +2,158+12.1% | Added |
| Delaney Dennis R | 20,020 | $1.58M | 0.85% | −200−1.0% | Reduced |
| Bowen Hanes & Co Inc | 19,935 | $1.57M | 0.04% | −2,800−12.3% | Reduced |
| Agate Pass Investment Management, LLC | 19,851 | $1.56M | 0.83% | −42−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 19,824 | $1.56M | 0.01% | −16,522−45.5% | Reduced |
| Strengthening Families & Communities, LLC | 19,663 | $1.55M | 0.44% | +3,969+25.3% | Added |
| Parallel Advisors, LLC | 19,619 | $1.54M | 0.04% | −1,344−6.4% | Reduced |
| Nomura Holdings Inc | 19,316 | $1.52M | 0.01% | −404−2.0% | Reduced |
| Red Spruce Capital, LLC | 19,226 | $1.51M | 0.70% | −199−1.0% | Reduced |
| Evergreen Wealth Management, LLC | 19,165 | $1.51M | 1.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 19,085 | $1.50M | 0.29% | −9,752−33.8% | Reduced |
| Wetherby Asset Management Inc | 19,017 | $1.50M | 0.07% | −693−3.5% | Reduced |
| Millington Financial Advisors, LLC | 19,005 | $1.50M | 1.04% | +324+1.7% | Added |
| Valeo Financial Advisors, LLC | 18,942 | $1.49M | 0.05% | −4,117−17.9% | Reduced |
| Jacobi Capital Management LLC | 18,869 | $1.49M | 0.13% | +598+3.3% | Added |
| New England Asset Management Inc | 18,800 | $1.48M | 0.25% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 18,789 | $1.48M | 0.01% | +251+1.4% | Added |
| Kingsview Wealth Management, LLC | 18,752 | $1.48M | 0.03% | +751+4.2% | Added |
| Fernwood Investment Management, LLC | 18,635 | $1.47M | 0.45% | −500−2.6% | Reduced |
| AXS Investments LLC | 18,579 | $1.46M | 0.41% | −693−3.6% | Reduced |
| Citizens National Bank Trust Department | 18,484 | $1.45M | 0.32% | −275−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 18,450 | $1.45M | 0.01% | +2,082+12.7% | Added |
| First Hawaiian Bank | 18,409 | $1.45M | 0.05% | +571+3.2% | Added |
| Sumitomo Life Insurance Co | 18,350 | $1.44M | 0.03% | −2,370−11.4% | Reduced |
| Tectonic Advisors LLC | 18,298 | $1.44M | 0.10% | +448+2.5% | Added |
| Venture Visionary Partners LLC | 18,270 | $1.44M | 0.07% | +657+3.7% | Added |
| AIMZ Investment Advisors, LLC | 18,257 | $1.44M | 0.51% | −71−0.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 18,200 | $1.43M | 0.09% | +484+2.7% | Added |
| Community Bank & Trust, Waco, Texas | 18,159 | $1.43M | 0.36% | −423−2.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 18,099 | $1.42M | 0.40% | +214+1.2% | Added |
| Charter Oak Capital Management, LLC | 18,080 | $1.42M | 0.15% | −255−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 18,040 | $1.42M | 0.10% | +4,451+32.8% | Added |
| Naviter Wealth, LLC | 17,859 | $1.42M | 0.21% | +2,225+14.2% | Added |
| Cypress Asset Management Inc | 17,848 | $1.41M | 0.36% | −2,768−13.4% | Reduced |
| KMG Fiduciary Partners, LLC | 17,868 | $1.41M | 0.14% | +1,502+9.2% | Added |
| Viawealth, LLC | 17,845 | $1.40M | 0.87% | +2,105+13.4% | Added |
| Intech Investment Management LLC | 17,811 | $1.40M | 0.02% | −9,510−34.8% | Reduced |
| Catalytic Wealth RIA, LLC | 17,599 | $1.39M | 0.27% | +3,906+28.5% | Added |
| Westside Investment Management, Inc. | 17,584 | $1.38M | 0.32% | +677+4.0% | Added |
| Gibbs Wealth Management | 17,574 | $1.38M | 0.56% | +4,032+29.8% | Added |
| Baader Bank INC | 17,513 | $1.38M | 0.11% | +2,613+17.5% | Added |
| AlphaCentric Advisors LLC | 17,500 | $1.38M | 1.01% | −3,000−14.6% | Reduced |
| Allen Wealth Management, LLC | 17,494 | $1.38M | 1.23% | +1,138+7.0% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.37M | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 17,415 | $1.37M | 0.08% | −22,330−56.2% | Reduced |
| Kidder Stephen W | 17,415 | $1.37M | 0.43% | −2,415−12.2% | Reduced |
| Fox Run Management, L.L.C. | 17,399 | $1.37M | 0.26% | +17,399 | New |
| SNS Financial Group, LLC | 17,193 | $1.37M | 0.15% | +28+0.2% | Added |
| OV Management LLC | 17,236 | $1.36M | 0.95% | +236+1.4% | Added |
| Dempze Nancy E | 17,234 | $1.36M | 0.93% | −70−0.4% | Reduced |
| Beacon Financial Group | 17,183 | $1.35M | 0.15% | −543−3.1% | Reduced |
| Trust Co of Toledo NA | 17,180 | $1.35M | 0.20% | −119−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 17,177 | $1.35M | 0.01% | −515−2.9% | Reduced |
| Premier Path Wealth Partners, LLC | 17,135 | $1.35M | 0.23% | +579+3.5% | Added |
| Shelton Capital Management | 17,073 | $1.34M | 0.04% | +8,998+111.4% | Added |
| Proequities, Inc. | 16,916 | $1.34M | 0.08% | −3,735−18.1% | Reduced |
| Gsa Capital Partners LLP | 17,059 | $1.34M | 0.09% | +12,114+245.0% | Added |
| Stone Point Wealth LLC | 17,056 | $1.34M | 0.48% | −1,970−10.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 16,847 | $1.34M | 0.53% | −760−4.3% | Reduced |
| SpiderRock Advisors, LLC | 16,950 | $1.33M | 0.04% | −10,097−37.3% | Reduced |
| Wolff Wiese Magana LLC | 16,857 | $1.33M | 1.05% | −54−0.3% | Reduced |
| Greenleaf Trust | 16,819 | $1.32M | 0.01% | +2,228+15.3% | Added |
| Equitable Trust Co | 16,808 | $1.32M | 0.09% | −1,225−6.8% | Reduced |
| Spears Abacus Advisors LLC | 16,797 | $1.32M | 0.03% | −8,391−33.3% | Reduced |
| Vectors Research Management, LLC | 16,789 | $1.32M | 0.41% | −499−2.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,759 | $1.32M | 0.52% | +675+4.2% | Added |
| Ameritas Advisory Services, LLC | 16,740 | $1.32M | 0.05% | +109+0.7% | Added |