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 |
|---|---|---|---|---|---|
| Oak Associates, Ltd | 16,662 | $1.31M | 0.09% | 00.0% | Unchanged |
| Harrington Investments, INC | 16,611 | $1.31M | 0.74% | −940−5.4% | Reduced |
| Buckingham Capital Management, Inc. | 16,577 | $1.30M | 0.16% | +105+0.6% | Added |
| Stock Yards Bank & Trust Co | 16,496 | $1.30M | 0.04% | −2,017−10.9% | Reduced |
| Partnership Wealth Management, LLC | 16,491 | $1.30M | 0.96% | −5,961−26.5% | Reduced |
| Benin Management CORP | 16,301 | $1.28M | 0.39% | −800−4.7% | Reduced |
| Bigelow Investment Advisors, LLC | 16,279 | $1.28M | 0.61% | −816−4.8% | Reduced |
| Rehmann Capital Advisory Group | 16,269 | $1.28M | 0.09% | +282+1.8% | Added |
| Great Lakes Retirement, Inc. | 16,093 | $1.28M | 0.18% | +16,093 | New |
| Peterson Wealth Services | 16,205 | $1.28M | 0.45% | +579+3.7% | Added |
| Newman Dignan & Sheerar, Inc. | 16,184 | $1.27M | 0.33% | −3,995−19.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,137 | $1.27M | 0.50% | +1,207+8.1% | Added |
| Rockland Trust Co | 16,100 | $1.27M | 0.07% | −2,127−11.7% | Reduced |
| New England Research & Management, Inc. | 16,037 | $1.26M | 0.61% | −2,112−11.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 15,956 | $1.26M | 1.12% | +15,956 | New |
| Bowman & Co S.C. | 15,956 | $1.26M | 0.73% | +1,451+10.0% | Added |
| Merit Financial Group, LLC | 15,880 | $1.25M | 0.03% | +2,045+14.8% | Added |
| Boomfish Wealth Group, LLC | 15,879 | $1.25M | 0.81% | +501+3.3% | Added |
| Norden Group LLC | 15,875 | $1.25M | 0.25% | −4,659−22.7% | Reduced |
| TCM Advisors, LLC | – | $1.24M | 1.09% | – | – |
| Nicholas Hoffman & Company, LLC. | 15,773 | $1.24M | 0.06% | +95+0.6% | Added |
| Hilltop Holdings Inc. | 15,729 | $1.24M | 0.14% | +3,997+34.1% | Added |
| Dudley Capital Management, LLC | 15,641 | $1.23M | 0.69% | −1,065−6.4% | Reduced |
| Paloma Partners Management Co | 15,610 | $1.23M | 0.11% | +15,610 | New |
| Trust Asset Management LLC | 15,600 | $1.23M | 0.10% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15,519 | $1.22M | 0.31% | +105+0.7% | Added |
| Lakeside Advisors, INC. | 15,411 | $1.21M | 0.79% | −794−4.9% | Reduced |
| Lederer & Associates Investment Counsel | 15,402 | $1.21M | 0.88% | −669−4.2% | Reduced |
| Fulton Bank, N.A. | 15,389 | $1.21M | 0.05% | −940−5.8% | Reduced |
| Visionary Horizons, LLC | 15,367 | $1.21M | 0.88% | +294+2.0% | Added |
| NTV Asset Management LLC | 15,366 | $1.21M | 0.17% | −286−1.8% | Reduced |
| Bank Ozk | 15,364 | $1.21M | 0.52% | −4,956−24.4% | Reduced |
| ICW Investment Advisors LLC | 15,256 | $1.20M | 0.55% | −169−1.1% | Reduced |
| NFP Retirement, Inc. | 15,244 | $1.20M | 0.10% | −4,364−22.3% | Reduced |
| Sowell Financial Services LLC | 15,095 | $1.20M | 0.06% | +1,950+14.8% | Added |
| Vident Advisory, LLC | 15,216 | $1.20M | 0.03% | +2,475+19.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 15,200 | $1.20M | 0.59% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 15,105 | $1.19M | 0.36% | −500−3.2% | Reduced |
| Schulhoff & Co Inc | 15,100 | $1.19M | 0.54% | +20+0.1% | Added |
| Inceptionr LLC | 15,093 | $1.19M | 0.34% | +15,093 | New |
| Procyon Private Wealth Partners, LLC | 15,067 | $1.19M | 0.09% | +1,047+7.5% | Added |
| Pictet Bank & Trust Ltd | 14,975 | $1.18M | 1.20% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,812 | $1.18M | 0.03% | +169+1.2% | Added |
| 1st Source Bank | 14,936 | $1.18M | 0.07% | −601−3.9% | Reduced |
| Foundations Investment Advisors, LLC | 14,911 | $1.17M | 0.03% | +717+5.1% | Added |
| Cove Private Wealth, LLC | 14,885 | $1.17M | 0.94% | 00.0% | Unchanged |
| Claro Advisors LLC | 14,863 | $1.17M | 0.18% | +1,236+9.1% | Added |
| Insight Inv LLC | 14,718 | $1.17M | 1.01% | −1,345−8.4% | Reduced |
| Resources Investment Advisors, LLC. | 14,831 | $1.17M | 0.01% | +1,268+9.3% | Added |
| Conning Inc. | 14,784 | $1.16M | 0.04% | −14,394−49.3% | Reduced |
| Great Waters Wealth Management | 14,767 | $1.16M | 0.18% | −1,076−6.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 14,747 | $1.16M | 0.57% | −304−2.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,739 | $1.16M | 1.10% | −237−1.6% | Reduced |
| Essex Financial Services, Inc. | 14,040 | $1.15M | 0.09% | +2,231+18.9% | Added |
| Whitener Capital Management, Inc. | 14,638 | $1.15M | 0.35% | +435+3.1% | Added |
| Unique Wealth Strategies, LLC | 13,166 | $1.15M | 0.54% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 14,564 | $1.15M | 0.38% | +1,179+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 14,561 | $1.15M | 0.06% | −6,609−31.2% | Reduced |
| Ballentine Partners, LLC | 14,555 | $1.15M | 0.02% | +786+5.7% | Added |
| Sterling Investment Advisors, Ltd. | 14,414 | $1.13M | 0.31% | +50+0.3% | Added |
| International Assets Investment Management, LLC | 14,413 | $1.13M | 0.11% | −65−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,348 | $1.13M | 0.10% | +2,414+20.2% | Added |
| Aberdeen Wealth Management LLC | 14,280 | $1.12M | 0.76% | +701+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,242 | $1.12M | 0.05% | −813−5.4% | Reduced |
| Plimoth Trust Co LLC | 14,203 | $1.12M | 0.30% | −9,313−39.6% | Reduced |
| Wellington Shields & Co., LLC | 14,200 | $1.12M | 0.36% | +600+4.4% | Added |
| Eqis Capital Management, Inc. | 14,139 | $1.11M | 0.09% | −9,669−40.6% | Reduced |
| Investors Research Corp | 14,044 | $1.11M | 0.26% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 14,032 | $1.10M | 0.06% | −38,796−73.4% | Reduced |
| CFS Investment Advisory Services, LLC | 14,001 | $1.10M | 0.09% | −686−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 13,973 | $1.10M | 0.04% | −425−3.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,964 | $1.10M | 0.05% | −3,233−18.8% | Reduced |
| Cigna Investments Inc | 13,927 | $1.10M | 0.20% | −95−0.7% | Reduced |
| Outfitter Financial LLC | 13,923 | $1.10M | 0.91% | −185−1.3% | Reduced |
| Doliver Advisors, LP | 13,896 | $1.09M | 0.31% | −820−5.6% | Reduced |
| Hodges Capital Management Inc. | 13,793 | $1.09M | 0.07% | −21,861−61.3% | Reduced |
| Umb Bank N A | 13,775 | $1.08M | 0.02% | −174−1.2% | Reduced |
| Lipe & Dalton | 13,770 | $1.08M | 0.58% | +710+5.4% | Added |
| Forum Financial Management, LP | 13,756 | $1.08M | 0.02% | −82−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 13,728 | $1.08M | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,663 | $1.08M | 0.08% | +1,613+13.4% | Added |
| Sentry LLC | 13,604 | $1.07M | 0.20% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.06M | 1.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 13,456 | $1.06M | 0.23% | +6,908+105.5% | Added |
| Epiq Partners, LLC | 13,453 | $1.06M | 0.72% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 13,388 | $1.05M | 0.49% | +290+2.2% | Added |
| Bryn Mawr Trust Co | 13,357 | $1.05M | 0.04% | −482−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 13,275 | $1.04M | 0.11% | −814−5.8% | Reduced |
| Sandy Spring Bank | 13,239 | $1.04M | 0.05% | +41+0.3% | Added |
| Auxano Advisors, LLC | 13,231 | $1.04M | 0.29% | +112+0.9% | Added |
| LS Investment Advisors, LLC | 13,210 | $1.04M | 0.16% | +540+4.3% | Added |
| Legacy Financial Advisors, Inc. | 13,190 | $1.04M | 0.18% | −149−1.1% | Reduced |
| Modern Wealth Management, LLC | 13,169 | $1.04M | 0.08% | +4,827+57.9% | Added |
| Legacy Advisors, LLC | 13,033 | $1.03M | 0.13% | −698−5.1% | Reduced |
| Provenance Wealth Advisors, LLC | 13,110 | $1.03M | 0.14% | −39−0.3% | Reduced |
| Guardian Wealth Management, Inc. | 13,016 | $1.02M | 0.78% | +75+0.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.02M | 0.31% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.02M | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 12,963 | $1.02M | 0.12% | +683+5.6% | Added |
| Canandaigua National Bank & Trust Co | 12,961 | $1.02M | 0.11% | −1,091−7.8% | Reduced |