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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 10,003 | $787.3K | 0.24% | +1,549+18.3% | Added |
| Community Financial Services Group, LLC | 9,968 | $784.6K | 0.17% | −3,855−27.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,965 | $784.3K | 0.22% | +69+0.7% | Added |
| Adviser Investments LLC | 9,954 | $783.5K | 0.01% | −1,270−11.3% | Reduced |
| Capstone Triton Financial Group, LLC | 9,948 | $783.0K | 0.55% | +549+5.8% | Added |
| Maven Securities LTD | 9,934 | $781.9K | 0.12% | +9,934 | New |
| Archer Investment Corp | 9,915 | $780.4K | 0.23% | +98+1.0% | Added |
| First Commonwealth Financial Corp | 9,912 | $780.2K | 0.20% | +1,392+16.3% | Added |
| Syon Capital LLC | 9,891 | $778.5K | 0.07% | +1,138+13.0% | Added |
| Brighton Jones LLC | 9,858 | $775.9K | 0.03% | −696−6.6% | Reduced |
| Machina Capital S.A.S. | 9,840 | $774.5K | 0.35% | +9,840 | New |
| Jmac Enterprises LLC | 9,793 | $770.8K | 0.14% | 00.0% | Unchanged |
| LRI Investments, LLC | 9,776 | $769.5K | 0.09% | +6,025+160.6% | Added |
| Northstar Asset Management LLC | 9,775 | $769.4K | 0.19% | −210−2.1% | Reduced |
| GAMMA Investing LLC | 9,735 | $766.2K | 0.10% | +2,760+39.6% | Added |
| Central Trust Co | 9,734 | $766.2K | 0.02% | −1,376−12.4% | Reduced |
| Old National Bancorp | 9,708 | $764.1K | 0.02% | −127−1.3% | Reduced |
| Rothschild Investment LLC | 9,692 | $762.8K | 0.05% | −222−2.2% | Reduced |
| Cypress Capital Group | 9,675 | $761.5K | 0.09% | −34−0.4% | Reduced |
| Exeter Financial, LLC | 9,671 | $761.2K | 0.36% | +280+3.0% | Added |
| Centiva Capital, LP | 9,666 | $760.8K | 0.04% | +9,666 | New |
| Marcum Wealth, LLC | 9,658 | $760.2K | 0.08% | +66+0.7% | Added |
| First Pacific Financial | 9,625 | $757.6K | 0.19% | −242−2.5% | Reduced |
| Laurel Wealth Advisors LLC | 9,588 | $754.7K | 0.13% | −800−7.7% | Reduced |
| AE Wealth Management LLC | 9,578 | $753.9K | 0.01% | +1,896+24.7% | Added |
| Wealthspire Advisors, LLC | 9,572 | $753.4K | 0.01% | −355−3.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,559 | $752.4K | 0.42% | −462−4.6% | Reduced |
| Malaga Cove Capital, LLC | 9,550 | $751.7K | 0.31% | −105−1.1% | Reduced |
| Buckingham Strategic Partners | 9,521 | $749.4K | 0.02% | −4,430−31.8% | Reduced |
| Kades & Cheifetz LLC | 9,515 | $748.9K | 0.47% | +178+1.9% | Added |
| Sciencast Management LP | 9,484 | $746.5K | 0.26% | −8,461−47.1% | Reduced |
| Altfest L J & Co Inc | 9,476 | $746.0K | 0.10% | +42+0.4% | Added |
| Buckley Wealth Management, LLC | 9,477 | $745.9K | 0.24% | −100−1.0% | Reduced |
| Valmark Advisers, Inc. | 9,474 | $745.7K | 0.01% | +718+8.2% | Added |
| Private Trust Co NA | 9,465 | $745.0K | 0.08% | +150+1.6% | Added |
| Clear Harbor Asset Management, LLC | 9,447 | $743.6K | 0.06% | 00.0% | Unchanged |
| Studio Investment Management LLC | 9,265 | $741.8K | 0.17% | +1,534+19.8% | Added |
| Nvest Financial, LLC | 9,419 | $741.4K | 0.46% | +1,655+21.3% | Added |
| Demars Financial Group, LLC | 9,419 | $741.4K | 0.36% | +2,181+30.1% | Added |
| Cidel Asset Management Inc | 9,405 | $740.3K | 0.06% | +441+4.9% | Added |
| United Community Bank | 9,384 | $738.6K | 0.30% | −2,810−23.0% | Reduced |
| Vista Investment Partners LLC | 9,376 | $738.0K | 0.25% | +21+0.2% | Added |
| Grove Bank & Trust | 9,368 | $737.4K | 0.12% | +672+7.7% | Added |
| MQS Management LLC | 9,363 | $737.0K | 0.45% | +3,587+62.1% | Added |
| Nemes Rush Group LLC | 9,359 | $736.7K | 0.10% | −3,780−28.8% | Reduced |
| Kure Advisory, LLC | 9,357 | $736.5K | 0.60% | +32+0.3% | Added |
| Diligent Investors, LLC | 9,316 | $733.3K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 9,305 | $732.0K | 0.30% | −229−2.4% | Reduced |
| PFG Investments, LLC | 9,240 | $727.3K | 0.05% | −1,090−10.6% | Reduced |
| Montag A & Associates Inc | 9,139 | $724.7K | 0.04% | −411−4.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,099 | $722.6K | 0.01% | −100−1.1% | Reduced |
| Mitchell Sinkler & Starr | 8,890 | $722.0K | 0.19% | +331+3.9% | Added |
| WealthPLAN Partners, LLC | 9,121 | $717.9K | 0.08% | −182−2.0% | Reduced |
| Washington Capital Management Inc | 9,095 | $715.9K | 0.61% | −180−1.9% | Reduced |
| Aspire Wealth Management Corp | 9,012 | $709.3K | 0.41% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,978 | $706.7K | 0.24% | +6,237+227.5% | Added |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | −140−1.6% | Reduced |
| Simmons Bank | 8,961 | $705.3K | 0.05% | −163−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,941 | $703.7K | 0.02% | +1,072+13.6% | Added |
| Violich Capital Management, Inc. | 8,865 | $698.0K | 0.09% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 8,866 | $697.8K | 0.14% | −30−0.3% | Reduced |
| Financial Advisory Corp | 8,846 | $696.0K | 0.29% | +621+7.6% | Added |
| Financial Sense Advisors, Inc. | 8,809 | $693.4K | 0.22% | +8,809 | New |
| Sound Financial Strategies Group, LLC | 8,771 | $690.4K | 0.60% | +8,771 | New |
| Atomi Financial Group, Inc. | 8,759 | $689.4K | 0.05% | −1,410−13.9% | Reduced |
| Beacon Financial Advisory LLC | 8,757 | $689.3K | 0.26% | +1,383+18.8% | Added |
| Verdence Capital Advisors LLC | 8,746 | $688.4K | 0.06% | −1,205−12.1% | Reduced |
| Biltmore Family Office, LLC | 8,636 | $685.8K | 0.13% | +120+1.4% | Added |
| Beacon Investment Advisors LLC | 8,705 | $685.2K | 0.35% | −330−3.7% | Reduced |
| Inscription Capital, LLC | 8,655 | $681.3K | 0.11% | +124+1.5% | Added |
| CVA Family Office, LLC | 8,632 | $679.4K | 0.12% | −389−4.3% | Reduced |
| Strategic Blueprint, LLC | 8,625 | $678.9K | 0.05% | −464−5.1% | Reduced |
| Paragon Private Wealth Management, LLC | 8,587 | $675.9K | 0.38% | −245−2.8% | Reduced |
| West Michigan Advisors, LLC | 8,503 | $675.1K | 0.21% | −21,770−71.9% | Reduced |
| Bridgefront Capital, LLC | 8,563 | $674.0K | 0.28% | +8,563 | New |
| Jarislowsky, Fraser Ltd | 8,555 | $673.4K | 0.00% | −464−5.1% | Reduced |
| M Holdings Securities, Inc. | 8,515 | $673.0K | 0.09% | +8,515 | New |
| Encompass Wealth Advisors, LLC | 8,543 | $672.4K | 0.18% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 8,400 | $667.0K | 0.20% | −800−8.7% | Reduced |
| Western Wealth Management, LLC | 8,444 | $664.6K | 0.05% | −3,895−31.6% | Reduced |
| Flagship Harbor Advisors, LLC | 8,434 | $663.9K | 0.04% | +79+0.9% | Added |
| Keynote Financial Services LLC | 8,432 | $663.7K | 0.56% | −90−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 8,430 | $663.6K | 0.01% | +2,338+38.4% | Added |
| Wealthcare Advisory Partners LLC | 8,414 | $662.3K | 0.02% | +36+0.4% | Added |
| Kovack Advisors, Inc. | 8,341 | $656.6K | 0.07% | −502−5.7% | Reduced |
| Cooper Financial Group | 8,341 | $656.5K | 0.10% | −106−1.3% | Reduced |
| Mayflower Financial Advisors, LLC | 8,322 | $655.0K | 0.11% | −19−0.2% | Reduced |
| McDaniel Terry & Co | 8,318 | $655.0K | 0.06% | −273−3.2% | Reduced |
| Burney Co | 8,314 | $654.4K | 0.03% | −375−4.3% | Reduced |
| Bray Capital Advisors | 8,294 | $652.8K | 0.16% | −103−1.2% | Reduced |
| DMG Group, LLC | 8,287 | $652.3K | 0.56% | −978−10.6% | Reduced |
| Vicus Capital | 8,240 | $648.6K | 0.06% | −375−4.4% | Reduced |
| Whittier Trust Co | 8,236 | $648.3K | 0.01% | −1,266−13.3% | Reduced |
| Benjamin Edwards Inc | 8,237 | $648.0K | 0.12% | −393−4.6% | Reduced |
| Vise Technologies, Inc. | 8,231 | $647.9K | 0.11% | +920+12.6% | Added |
| Lindbrook Capital, LLC | 8,209 | $646.1K | 0.06% | −197−2.3% | Reduced |
| Investment Advisory Services Inc | 8,200 | $645.5K | 0.24% | −730−8.2% | Reduced |
| Avantax Planning Partners, Inc. | 8,155 | $641.9K | 0.02% | +205+2.6% | Added |
| Glen Eagle Advisors, LLC | 8,068 | $635.1K | 0.12% | +150+1.9% | Added |
| Pallas Capital Advisors LLC | 7,807 | $634.0K | 0.03% | +1,043+15.4% | Added |