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 |
|---|---|---|---|---|---|
| General Partner, Inc. | 6,257 | $492.5K | 0.31% | +59+1.0% | Added |
| Lakeview Capital Partners, LLC | 5,651 | $492.5K | 0.08% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,251 | $492.0K | 0.14% | +442+7.6% | Added |
| Centaurus Financial, Inc. | 6,250 | $492.0K | 0.03% | +1,613+34.8% | Added |
| Washington Trust Bank | 6,221 | $489.7K | 0.05% | +221+3.7% | Added |
| Resurgent Financial Advisors LLC | 6,219 | $489.5K | 0.30% | −2,516−28.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,190 | $487.2K | 0.11% | −827−11.8% | Reduced |
| Papp L Roy & Associates | 6,156 | $484.5K | 0.06% | −47−0.8% | Reduced |
| 1620 Investment Advisors, Inc. | 6,148 | $483.9K | 0.37% | +184+3.1% | Added |
| Rathbone Brothers plc | 6,113 | $481.2K | 0.00% | −10,100−62.3% | Reduced |
| Coastal Investment Advisors, Inc. | 6,083 | $478.8K | 0.09% | +1,330+28.0% | Added |
| Cito Capital Group, LLC | 6,038 | $478.0K | 0.19% | −5,000−45.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,055 | $476.6K | 0.39% | +305+5.3% | Added |
| Waldron Private Wealth LLC | 5,999 | $476.4K | 0.02% | −6−0.1% | Reduced |
| Mechanics Financial Corp | 6,046 | $475.9K | 0.24% | −156−2.5% | Reduced |
| MONECO Advisors, LLC | 6,028 | $474.4K | 0.07% | −39−0.6% | Reduced |
| Waterloo Capital, L.P. | 6,010 | $473.1K | 0.06% | −154−2.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 6,000 | $472.3K | 0.20% | +6,000 | New |
| 1776 Wealth LLC | 5,995 | $471.9K | 0.21% | +5,995 | New |
| Thrive Wealth Management, LLC | 5,994 | $471.8K | 0.09% | −262−4.2% | Reduced |
| LGL Partners, LLC | 5,992 | $471.6K | 0.07% | −291−4.6% | Reduced |
| Lake Street Advisors Group, LLC | 5,906 | $469.2K | 0.02% | +236+4.2% | Added |
| Checchi Capital Advisers, LLC | 5,954 | $468.7K | 0.04% | −888−13.0% | Reduced |
| Pointe Capital Management LLC | 5,937 | $467.3K | 0.29% | −3−0.1% | Reduced |
| Formidable Asset Management, LLC | 5,933 | $467.0K | 0.08% | −1,096−15.6% | Reduced |
| Oak Thistle LLC | 5,898 | $464.2K | 0.34% | +5,898 | New |
| Dorchester Wealth Management Co | 5,897 | $464.2K | 0.09% | +242+4.3% | Added |
| First Dallas Securities Inc. | 5,879 | $463.0K | 0.20% | −7,219−55.1% | Reduced |
| Game Creek Capital, LP | 5,875 | $462.4K | 0.26% | −2,000−25.4% | Reduced |
| Continuum Advisory, LLC | 5,873 | $462.3K | 0.07% | +52+0.9% | Added |
| High Note Wealth, LLC | 5,859 | $461.2K | 0.14% | −493−7.8% | Reduced |
| First County Bank | 5,837 | $459.4K | 0.24% | −666−10.2% | Reduced |
| Intrust Bank NA | 5,796 | $456.2K | 0.05% | −1,454−20.1% | Reduced |
| Radnor Capital Management, LLC | 5,775 | $455.0K | 0.14% | +231+4.2% | Added |
| Financial Insights, Inc. | 5,764 | $453.7K | 0.13% | −2,059−26.3% | Reduced |
| Gilbert & Cook, Inc. | 5,740 | $451.8K | 0.07% | −648−10.1% | Reduced |
| Apriem Advisors | 5,739 | $451.7K | 0.06% | +802+16.2% | Added |
| New Hampshire Trust | 5,727 | $450.8K | 0.10% | −72−1.2% | Reduced |
| Caldwell Trust Co | 5,722 | $450.4K | 0.05% | −595−9.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,717 | $450.0K | 0.17% | +5,717 | New |
| Fiduciary Family Office, LLC | 5,700 | $448.6K | 0.18% | +559+10.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,676 | $446.8K | 0.11% | −92−1.6% | Reduced |
| LWMG, LLC | 5,671 | $446.4K | 0.09% | +32+0.6% | Added |
| Richwood Investment Advisors, LLC | 5,671 | $446.3K | 0.39% | +63+1.1% | Added |
| Mission Wealth Management, LP | 5,670 | $446.3K | 0.01% | −581−9.3% | Reduced |
| Keystone Financial Services | 5,644 | $444.2K | 0.18% | +532+10.4% | Added |
| JJJ Advisors Inc. | 5,630 | $443.8K | 0.09% | −1,137−16.8% | Reduced |
| NewEdge Wealth, LLC | 5,627 | $442.9K | 0.01% | −810−12.6% | Reduced |
| Cambridge Advisors Inc. | 5,619 | $442.3K | 0.10% | −160−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 5,616 | $442.1K | 0.04% | −171−3.0% | Reduced |
| Center for Financial Planning, Inc. | 5,587 | $439.7K | 0.06% | +222+4.1% | Added |
| Heritage Oak Wealth Advisors LLC | 5,562 | $437.8K | 0.22% | +5,562 | New |
| DGS Capital Management, LLC | 5,556 | $437.3K | 0.12% | −397−6.7% | Reduced |
| Flputnam Investment Management Co | 5,548 | $436.7K | 0.01% | −4,429−44.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,541 | $436.1K | 0.03% | +8+0.1% | Added |
| Planning Capital Management Corp | 5,529 | $435.2K | 0.31% | +5,142+1,328.7% | Added |
| Abbot Financial Management, Inc. | 5,527 | $435.0K | 0.23% | +100+1.8% | Added |
| Cordatus Wealth Management LLC | 5,513 | $434.0K | 0.16% | −3−0.1% | Reduced |
| SageView Advisory Group, LLC | 5,505 | $433.3K | 0.02% | −11,324−67.3% | Reduced |
| LongView Wealth Management | 5,500 | $432.9K | 0.16% | −69−1.2% | Reduced |
| Strong Tower Advisory Services | 5,497 | $432.7K | 0.14% | +5,497 | New |
| Athena Investment Management | 5,488 | $432.0K | 0.26% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,469 | $430.4K | 0.10% | −39−0.7% | Reduced |
| Ballast Advisors LLC | 5,461 | $429.8K | 0.14% | −20.0% | Reduced |
| Change Path, LLC | 5,447 | $429.0K | 0.02% | −9−0.2% | Reduced |
| Trillium Asset Management, LLC | 5,432 | $428.0K | 0.01% | −91,026−94.4% | Reduced |
| Ambassador Advisors, LLC | 5,434 | $427.7K | 0.08% | −136−2.4% | Reduced |
| Ti-Trust, Inc | 5,410 | $425.8K | 0.33% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,400 | $425.0K | 0.40% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,399 | $425.0K | 0.05% | +41+0.8% | Added |
| Meadow Creek Wealth Advisors LLC | 5,359 | $421.8K | 0.40% | +336+6.7% | Added |
| Verity Asset Management, Inc. | 5,358 | $421.7K | 0.17% | −180−3.3% | Reduced |
| Wealth Alliance | 5,353 | $421.3K | 0.05% | +321+6.4% | Added |
| Thoroughbred Financial Services, LLC | 5,357 | $421.0K | 0.03% | +714+15.4% | Added |
| First Manhattan Co | 5,297 | $420.6K | 0.00% | +133+2.6% | Added |
| Core Wealth Partners LLC | 5,341 | $420.4K | 0.29% | +5,341 | New |
| Waters Parkerson & Co., LLC | 5,328 | $419.0K | 0.02% | +5,328 | New |
| Shepherd Financial Partners LLC | 5,321 | $418.8K | 0.05% | −1,114−17.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $417.9K | 0.24% | −100−1.8% | Reduced |
| Stonegate Investment Group, LLC | 5,300 | $417.2K | 0.01% | −27,829−84.0% | Reduced |
| LSV Asset Management | 5,300 | $417.0K | 0.00% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 5,253 | $413.5K | 0.35% | −121−2.3% | Reduced |
| Leavell Investment Management, Inc. | 5,175 | $411.0K | 0.02% | +351+7.3% | Added |
| Global X Japan Co., Ltd. | 5,219 | $410.8K | 0.06% | +339+6.9% | Added |
| Wolverine Trading, LLC | 5,214 | $410.4K | 0.01% | −16,804−76.3% | Reduced |
| First Heartland Consultants, Inc. | 5,209 | $410.0K | 0.04% | +697+15.4% | Added |
| Zimmermann Investment Management & Planning LLC | 5,137 | $404.3K | 0.14% | +437+9.3% | Added |
| 49 Wealth Management, LLC | 5,210 | $401.8K | 0.08% | −99−1.9% | Reduced |
| L2 Asset Management, LLC | 5,102 | $401.6K | 0.12% | +466+10.1% | Added |
| Seelaus Asset Management LLC | 5,070 | $399.1K | 0.40% | −120−2.3% | Reduced |
| CNB Bank | 5,064 | $398.6K | 0.19% | −10,558−67.6% | Reduced |
| Tranquilli Financial Advisor LLC | 5,163 | $398.2K | 0.27% | +127+2.5% | Added |
| Marble Harbor Investment Counsel, LLC | 5,033 | $396.1K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,025 | $395.5K | 0.04% | +542+12.1% | Added |
| Commerzbank Aktiengesellschaft | 5,008 | $395.0K | 0.01% | +360+7.7% | Added |
| Alta Capital Management LLC | 5,000 | $393.6K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $393.6K | 0.26% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 4,994 | $393.1K | 0.14% | +226+4.7% | Added |
| StoneX Group Inc. | 4,949 | $393.0K | 0.03% | −418−7.8% | Reduced |
| Woodward Diversified Capital, LLC | 4,969 | $391.1K | 0.23% | +102+2.1% | Added |