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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 12,932 | $1.02M | 0.13% | −699−5.1% | Reduced |
| Clough Capital Partners L P | 12,900 | $1.02M | 0.11% | −2,700−17.3% | Reduced |
| Smith, Moore & Co. | 12,890 | $1.01M | 0.10% | −141−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 12,873 | $1.01M | 0.11% | −3,040−19.1% | Reduced |
| Angeles Investment Advisors, LLC | 12,786 | $1.01M | 0.05% | −650−4.8% | Reduced |
| Calamos Wealth Management LLC | 12,839 | $1.01M | 0.05% | −741−5.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,789 | $1.01M | 0.26% | +12,789 | New |
| Signaturefd, LLC | 12,781 | $1.01M | 0.02% | +325+2.6% | Added |
| DT Investment Partners, LLC | 12,756 | $1.00M | 0.09% | +142+1.1% | Added |
| Anchor Capital Advisors LLC | 12,740 | $1.00M | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 12,677 | $997.8K | 0.47% | +12,677 | New |
| Bangor Savings Bank | 12,649 | $995.6K | 0.10% | +642+5.3% | Added |
| Colonial Trust Co | 12,647 | $995.5K | 0.18% | +2,652+26.5% | Added |
| Nations Financial Group Inc, | 12,624 | $993.6K | 0.08% | +4,840+62.2% | Added |
| Cherry Tree Wealth Management, LLC | 12,608 | $992.3K | 0.25% | −2,527−16.7% | Reduced |
| Castlekeep Investment Advisors LLC | 12,530 | $986.2K | 0.76% | −38−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 12,412 | $976.9K | 0.03% | −1,331−9.7% | Reduced |
| Main Street Financial Solutions, LLC | 12,385 | $974.8K | 0.09% | +60.0% | Added |
| Avidian Wealth Solutions, LLC | 12,356 | $972.5K | 0.05% | −956−7.2% | Reduced |
| Summit Financial, LLC | 12,166 | $966.1K | 0.04% | +4,308+54.8% | Added |
| Peoples Bank | 12,259 | $964.9K | 0.75% | −270−2.2% | Reduced |
| EP Wealth Advisors, LLC | 12,255 | $964.6K | 0.01% | +3,931+47.2% | Added |
| Jupiter Wealth Management LLC | 12,000 | $963.8K | 0.51% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,153 | $963.0K | 0.04% | −266−2.1% | Reduced |
| Magnolia Capital Advisors LLC | 12,203 | $960.5K | 0.54% | +12,203 | New |
| Cornerstone Wealth Management, LLC | 12,192 | $959.7K | 0.07% | +549+4.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 12,170 | $957.9K | 0.76% | +12,170 | New |
| TCG Advisory Services, LLC | 12,136 | $955.2K | 0.05% | +2,383+24.4% | Added |
| LVW Advisors, LLC | 12,118 | $953.8K | 0.14% | −3,774−23.7% | Reduced |
| Legacy Capital Group California, Inc. | 12,099 | $952.3K | 0.34% | +1,633+15.6% | Added |
| Citizens Financial Group Inc | 12,068 | $949.9K | 0.02% | +8,550+243.0% | Added |
| Moneta Group Investment Advisors LLC | 12,058 | $949.1K | 0.02% | −1,192−9.0% | Reduced |
| V-Square Quantitative Management LLC | 12,055 | $948.8K | 0.15% | −6,465−34.9% | Reduced |
| Leisure Capital Management | 11,986 | $943.4K | 0.44% | +11,986 | New |
| Sculati Wealth Management, LLC | 11,954 | $940.9K | 0.40% | +3,527+41.9% | Added |
| Peloton Wealth Strategists | 11,935 | $939.0K | 0.39% | +75+0.6% | Added |
| Chilton Capital Management LLC | 11,836 | $931.6K | 0.04% | +17+0.1% | Added |
| Qtron Investments LLC | 11,821 | $930.4K | 0.13% | −3,574−23.2% | Reduced |
| Insigneo Advisory Services, LLC | 11,539 | $926.9K | 0.10% | −5,433−32.0% | Reduced |
| Transatlantique Private Wealth LLC | 11,883 | $925.0K | 0.38% | +22+0.2% | Added |
| River Street Advisors LLC | 11,721 | $922.6K | 0.57% | +742+6.8% | Added |
| City Holding Co | 11,718 | $922.3K | 0.14% | −364−3.0% | Reduced |
| Coldstream Capital Management Inc | 11,712 | $921.8K | 0.02% | −343−2.8% | Reduced |
| Tritonpoint Wealth, LLC | 11,597 | $920.9K | 0.09% | −2,618−18.4% | Reduced |
| Sawgrass Asset Management LLC | 11,667 | $918.3K | 0.10% | −209−1.8% | Reduced |
| FRG Family Wealth Advisors LLC | 11,353 | $917.1K | 0.18% | −1,057−8.5% | Reduced |
| Xcel Wealth Management, LLC | 11,616 | $914.3K | 0.29% | −204−1.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 11,527 | $907.3K | 0.58% | −46−0.4% | Reduced |
| Evergreen Capital Management LLC | 11,422 | $907.1K | 0.03% | +1,736+17.9% | Added |
| Trust Point Inc. | 11,510 | $906.0K | 0.07% | −358−3.0% | Reduced |
| Bank of Hawaii | 11,509 | $905.9K | 0.04% | −1,046−8.3% | Reduced |
| Ascent Wealth Partners, LLC | 11,427 | $899.4K | 0.13% | −198−1.7% | Reduced |
| Perigon Wealth Management, LLC | 11,390 | $896.5K | 0.03% | −2,743−19.4% | Reduced |
| McDonald Partners LLC | 11,345 | $893.0K | 0.24% | +157+1.4% | Added |
| Smartleaf Asset Management LLC | 11,217 | $889.9K | 0.15% | +1,836+19.6% | Added |
| IFP Advisors, Inc | 11,288 | $888.3K | 0.04% | +959+9.3% | Added |
| Fiduciary Group LLC | 11,258 | $886.1K | 0.10% | −40−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,160 | $885.5K | 0.25% | +8,723+357.9% | Added |
| Stableford Capital II LLC | 10,877 | $883.9K | 0.35% | +346+3.3% | Added |
| Morningstar Investment Management LLC | 11,215 | $883.0K | 0.09% | 00.0% | Unchanged |
| Guidance Capital, Inc | 10,993 | $882.9K | 0.29% | +1,070+10.8% | Added |
| Monetary Management Group Inc | 11,200 | $881.6K | 0.23% | −1,382−11.0% | Reduced |
| XML Financial, LLC | 11,185 | $880.4K | 0.09% | +460+4.3% | Added |
| St. Clair Advisors, LLC | 11,162 | $878.6K | 0.28% | −1,173−9.5% | Reduced |
| 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 |
| First Foundation Advisors | 11,078 | $871.9K | 0.03% | +262+2.4% | Added |
| Eagle Harbor Asset Management Inc | 11,064 | $870.8K | 0.93% | −1,355−10.9% | Reduced |
| CSS LLC | 11,000 | $865.8K | 0.06% | +11,000 | New |
| Personal Cfo Solutions, LLC | 10,998 | $865.6K | 0.13% | −315−2.8% | Reduced |
| Harbour Investments, Inc. | 10,991 | $865.1K | 0.03% | −1,384−11.2% | Reduced |
| Lantern Wealth Advisors, LLC | 10,938 | $860.9K | 0.62% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 10,895 | $857.5K | 0.61% | −333−3.0% | Reduced |
| Coastline Trust Co | 10,810 | $850.9K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,737 | $848.6K | 0.01% | +1,086+12.6% | Added |
| Peapack Gladstone Financial Corp | 10,771 | $848.0K | 0.01% | −1,318−10.9% | Reduced |
| HMS Capital Management, LLC | 10,760 | $847.0K | 0.44% | +596+5.9% | Added |
| Atlas Private Wealth Advisors | 10,734 | $844.9K | 0.14% | +6,359+145.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,718 | $843.6K | 0.08% | −1,695−13.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,658 | $838.9K | 0.83% | +10,658 | New |
| Pine Valley Investments Ltd Liability Co | 10,611 | $837.4K | 0.06% | −2,835−21.1% | Reduced |
| Independent Financial Group, LLC | 10,634 | $837.0K | 0.03% | +227+2.2% | Added |
| Capital Investment Advisors, LLC | 10,632 | $836.8K | 0.02% | −191−1.8% | Reduced |
| Corundum Group, Inc. | 10,568 | $831.8K | 0.32% | +4,931+87.5% | Added |
| Accredited Investors Inc. | 10,558 | $831.0K | 0.05% | −782−6.9% | Reduced |
| Winch Advisory Services, LLC | 10,513 | $827.5K | 0.24% | +124+1.2% | Added |
| Quotient Wealth Partners, LLC | 10,481 | $825.0K | 0.03% | −15,192−59.2% | Reduced |
| Cornercap Investment Counsel Inc | 10,435 | $821.3K | 0.13% | −162−1.5% | Reduced |
| Spire Wealth Management | 10,384 | $817.3K | 0.03% | −3,911−27.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,355 | $815.1K | 0.37% | +2,363+29.6% | Added |
| Chicago Trust Co NA | 10,333 | $813.3K | 0.16% | +246+2.4% | Added |
| SPC Financial, Inc. | 10,301 | $810.8K | 0.08% | +1,081+11.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,276 | $808.8K | 0.25% | +10,276 | New |
| Ritholtz Wealth Management | 10,191 | $802.1K | 0.03% | +15+0.1% | Added |
| Saxon Interests, Inc. | 10,183 | $801.5K | 0.38% | +266+2.7% | Added |
| Trust Co of Oklahoma | 10,178 | $801.1K | 0.28% | −2,095−17.1% | Reduced |
| IMC-Chicago, LLC | 10,079 | $793.3K | 0.03% | +10,079 | New |
| Dividend Assets Capital, LLC | 10,026 | $789.1K | 0.16% | −5,198−34.1% | Reduced |
| Aptus Capital Advisors, LLC | 10,013 | $788.1K | 0.01% | +1,774+21.5% | Added |
| Mount Yale Investment Advisors, LLC | 10,013 | $788.1K | 0.06% | +2,786+38.5% | Added |