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 |
|---|---|---|---|---|---|
| World Equity Group, Inc. | 8,053 | $633.9K | 0.19% | +495+6.5% | Added |
| Csenge Advisory Group | 8,026 | $631.7K | 0.04% | −3,495−30.3% | Reduced |
| Heritage Wealth Management, LLC | 7,989 | $628.8K | 0.35% | −766−8.7% | Reduced |
| Heritage Family Offices, LLP | 7,989 | $628.8K | 0.35% | +7,989 | New |
| Cim Investment Mangement Inc | 7,964 | $626.8K | 0.19% | −47−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 7,945 | $625.0K | 0.04% | +308+4.0% | Added |
| Baker Tilly Wealth Management, LLC | 7,921 | $623.5K | 0.26% | −26,297−76.9% | Reduced |
| Meridian Wealth Management, LLC | 7,910 | $622.6K | 0.07% | +7,910 | New |
| Loudon Investment Management, LLC | 7,868 | $619.3K | 0.36% | −69−0.9% | Reduced |
| City State Bank | 7,855 | $618.3K | 0.25% | −267−3.3% | Reduced |
| Stratos Wealth Advisors, LLC | 7,841 | $617.2K | 0.03% | −2,614−25.0% | Reduced |
| Salvus Wealth Management, LLC | 7,824 | $615.8K | 0.42% | −125−1.6% | Reduced |
| Venturi Wealth Management, LLC | 7,798 | $613.8K | 0.04% | +6,914+782.1% | Added |
| BluePath Capital Management, LLC | 7,781 | $612.4K | 0.44% | +2,901+59.4% | Added |
| Hartford Funds Management Co LLC | 7,777 | $612.2K | 0.06% | +579+8.0% | Added |
| Prestige Wealth Management Group LLC | 7,706 | $612.0K | 0.13% | +645+9.1% | Added |
| Pinnacle West Asset Management, Inc. | 7,735 | $609.0K | 0.47% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 7,737 | $609.0K | 0.18% | −131−1.7% | Reduced |
| USAdvisors Wealth Management, LLC | 7,680 | $604.0K | 0.22% | −32−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,664 | $603.2K | 0.10% | −61−0.8% | Reduced |
| GYL Financial Synergies, LLC | 7,557 | $594.8K | 0.05% | +1,579+26.4% | Added |
| EPG Wealth Management LLC | 0 | $593.3K | 0.14% | −7,427−100.0% | Reduced |
| Westhampton Capital, LLC | 7,525 | $592.3K | 0.32% | 00.0% | Unchanged |
| LCNB Corp | 7,516 | $591.6K | 0.22% | −663−8.1% | Reduced |
| Gratus Capital LLC | 7,507 | $590.9K | 0.02% | −287−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,457 | $587.0K | 0.05% | −2,122−22.2% | Reduced |
| Prudent Man Advisors, LLC | 7,416 | $583.7K | 0.21% | +287+4.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,400 | $582.5K | 0.41% | +252+3.5% | Added |
| Hartline Investment Corp | 7,375 | $580.5K | 0.08% | +4,728+178.6% | Added |
| Wallace Advisory Group, LLC | 7,369 | $580.0K | 0.42% | +3,729+102.4% | Added |
| Harfst & Associates, Inc. | 7,361 | $579.4K | 0.14% | −643−8.0% | Reduced |
| BSW Wealth Partners | 7,325 | $576.6K | 0.09% | −889−10.8% | Reduced |
| Founders Capital Management, LLC | 7,316 | $575.8K | 0.10% | −122−1.6% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $575.6K | 0.75% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 7,269 | $572.2K | 0.25% | −201−2.7% | Reduced |
| American State Bank (Iowa) | 7,265 | $571.8K | 0.37% | +146+2.1% | Added |
| Hunter Associates Investment Management LLC | 7,259 | $571.0K | 0.10% | −555−7.1% | Reduced |
| Symmetry Partners, LLC | 7,252 | $571.0K | 0.03% | +720+11.0% | Added |
| Everpar Advisors LLC | 7,253 | $570.9K | 0.29% | +1,416+24.3% | Added |
| Bank of Stockton | 7,245 | $570.3K | 0.18% | +30+0.4% | Added |
| Windsor Capital Management, LLC | 7,228 | $568.9K | 0.18% | −15−0.2% | Reduced |
| Martin & Co Inc | 7,227 | $568.9K | 0.14% | −510−6.6% | Reduced |
| PAX Financial Group, LLC | 7,227 | $568.8K | 0.11% | −181−2.4% | Reduced |
| Patten & Patten Inc | 7,208 | $567.3K | 0.04% | −227−3.1% | Reduced |
| Probity Advisors, Inc. | 7,193 | $566.2K | 0.12% | +2,544+54.7% | Added |
| Sittner & Nelson, LLC | 7,133 | $561.4K | 0.28% | −398−5.3% | Reduced |
| Hobbs Group Advisors, LLC | 7,090 | $558.0K | 0.21% | +7,090 | New |
| Spirit of America Management Corp | 7,069 | $556.4K | 0.11% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 7,058 | $555.5K | 0.15% | +27+0.4% | Added |
| Rogco, LP | 7,053 | $555.1K | 0.23% | +291+4.3% | Added |
| Bollard Group LLC | 6,994 | $551.0K | 0.02% | +33+0.5% | Added |
| InTrack Investment Management Inc | 6,998 | $550.8K | 0.39% | +1,025+17.2% | Added |
| Tiaa Trust, National Association | 6,989 | $550.1K | 0.00% | −1,094−13.5% | Reduced |
| Journey Advisory Group, LLC | 6,967 | $548.4K | 0.07% | −93−1.3% | Reduced |
| Phillips Wealth Planners LLC | 7,088 | $546.2K | 0.58% | −42−0.6% | Reduced |
| IVC Wealth Advisors LLC | 6,937 | $546.0K | 0.31% | +667+10.6% | Added |
| Trustco Bank Corp N Y | 6,918 | $544.5K | 0.58% | −1,800−20.6% | Reduced |
| HF Advisory Group, LLC | 6,881 | $541.6K | 0.28% | +2,262+49.0% | Added |
| Marino, Stram & Associates LLC | 6,861 | $540.0K | 0.13% | −275−3.9% | Reduced |
| Hoylecohen, LLC | 6,846 | $538.9K | 0.04% | −1,953−22.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,843 | $538.6K | 0.04% | −100−1.4% | Reduced |
| AdvisorNet Financial, Inc | 6,814 | $536.3K | 0.05% | −84−1.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,813 | $536.3K | 0.03% | −311−4.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,771 | $533.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,756 | $531.8K | 0.04% | −10,809−61.5% | Reduced |
| Silverlake Wealth Management LLC | 6,739 | $530.4K | 0.22% | +254+3.9% | Added |
| CX Institutional | 6,682 | $525.9K | 0.02% | −4−0.1% | Reduced |
| Cypress Wealth Services, LLC | 6,673 | $525.2K | 0.12% | +381+6.1% | Added |
| Americana Partners, LLC | 6,667 | $524.8K | 0.04% | +128+2.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,642 | $522.8K | 0.11% | −1,083−14.0% | Reduced |
| Scientech Research LLC | 6,636 | $522.3K | 0.11% | +6,636 | New |
| Beta Wealth Group, Inc. | 6,612 | $520.5K | 0.25% | +105+1.6% | Added |
| Titleist Asset Management, LLC | 6,610 | $520.3K | 0.08% | +420+6.8% | Added |
| Measured Wealth Private Client Group, LLC | 6,598 | $519.3K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 6,570 | $517.1K | 0.01% | −723−9.9% | Reduced |
| Crestwood Advisors Group LLC | 6,564 | $516.6K | 0.01% | −648−9.0% | Reduced |
| Midland Wealth Advisors LLC | 6,556 | $516.0K | 0.03% | −863−11.6% | Reduced |
| Principle Wealth Partners LLC | 6,539 | $514.7K | 0.04% | −236−3.5% | Reduced |
| Baxter Bros Inc | 6,514 | $512.7K | 0.07% | −600−8.4% | Reduced |
| White Pine Capital LLC | 6,514 | $512.7K | 0.19% | +135+2.1% | Added |
| Gen-Wealth Partners Inc | 6,500 | $511.6K | 0.25% | +549+9.2% | Added |
| Redmond Asset Management, LLC | 6,482 | $510.2K | 0.17% | +50+0.8% | Added |
| Prairiewood Capital, LLC | 6,472 | $509.4K | 0.24% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,457 | $508.2K | 0.08% | −542−7.7% | Reduced |
| ABLE Financial Group, LLC | 6,455 | $508.1K | 0.18% | +1,113+20.8% | Added |
| Empirical Asset Management, LLC | 6,455 | $508.0K | 0.19% | +6,455 | New |
| First Affirmative Financial Network | 6,446 | $507.4K | 0.35% | −1,014−13.6% | Reduced |
| Sentry Investment Management LLC | 6,436 | $507.0K | 0.23% | −555−7.9% | Reduced |
| Laurion Capital Management LP | 6,427 | $505.9K | 0.02% | +6,427 | New |
| Biltmore Wealth Management, LLC | 6,415 | $505.0K | 0.22% | −669−9.4% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $504.0K | 0.22% | 00.0% | Unchanged |
| Applied Capital LLC | 6,362 | $500.8K | 0.44% | −60−0.9% | Reduced |
| Strategic Wealth Designers | 6,486 | $500.2K | 0.06% | +6,486 | New |
| Graypoint LLC | 6,342 | $499.2K | 0.03% | +69+1.1% | Added |
| Lynch & Associates | 6,324 | $497.8K | 0.11% | +1,585+33.4% | Added |
| Bristlecone Advisors, LLC | 6,304 | $496.2K | 0.04% | −6,123−49.3% | Reduced |
| First PREMIER Bank | 6,301 | $496.0K | 0.13% | −29−0.5% | Reduced |
| Winthrop Capital Management, LLC | 6,295 | $495.0K | 0.25% | −1,439−18.6% | Reduced |
| SYSTM Wealth Solutions LLC | 6,255 | $494.2K | 0.11% | −20,651−76.8% | Reduced |
| Barry Investment Advisors, LLC | 6,274 | $493.9K | 0.17% | −2,030−24.4% | Reduced |