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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 4,954 | $389.9K | 0.11% | −738−13.0% | Reduced |
| Interchange Capital Partners, LLC | 4,950 | $389.5K | 0.14% | +934+23.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,855 | $385.5K | 0.02% | −165−3.3% | Reduced |
| Mattern Wealth Management LLC | 4,884 | $384.4K | 0.09% | −16,149−76.8% | Reduced |
| Martingale Asset Management L P | 4,877 | $383.9K | 0.01% | −5−0.1% | Reduced |
| Raleigh Capital Management Inc. | 4,866 | $383.0K | 0.16% | +272+5.9% | Added |
| Executive Wealth Management, LLC | 4,860 | $382.6K | 0.07% | +755+18.4% | Added |
| First American Bank | 4,854 | $382.1K | 0.03% | −22,824−82.5% | Reduced |
| Nwam LLC | 4,843 | $381.2K | 0.11% | +351+7.8% | Added |
| Boyar Asset Management Inc. | 4,828 | $380.0K | 0.26% | +255+5.6% | Added |
| Integral Investment Advisors, Inc. | 4,775 | $378.8K | 0.14% | −441−8.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,811 | $378.7K | 0.04% | +68+1.4% | Added |
| Financial Management Professionals, Inc. | 4,804 | $378.0K | 0.05% | +331+7.4% | Added |
| Peoples Financial Services Corp. | 4,787 | $376.8K | 0.17% | −63−1.3% | Reduced |
| AllSquare Wealth Management LLC | 4,784 | $376.5K | 0.23% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,776 | $375.7K | 0.02% | −2,616−35.4% | Reduced |
| US Asset Management LLC | 4,749 | $374.0K | 0.34% | −136−2.8% | Reduced |
| SS&H Financial Advisors, Inc. | 4,756 | $374.0K | 0.15% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $373.4K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,735 | $372.7K | 0.03% | −799−14.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,732 | $372.4K | 0.03% | −6,586−58.2% | Reduced |
| Martin Investment Management, LLC | 4,713 | $371.0K | 0.10% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,712 | $370.9K | 0.10% | +4,712 | New |
| Meridian Investment Counsel Inc. | 4,689 | $369.1K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,666 | $368.3K | 0.06% | −39−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,674 | $367.9K | 0.01% | −10,511−69.2% | Reduced |
| Meridian Wealth Advisors, LLC | 4,664 | $367.1K | 0.07% | +235+5.3% | Added |
| Concord Wealth Partners | 4,639 | $365.1K | 0.06% | +2,899+166.6% | Added |
| Northwest Bancshares, Inc. | 4,629 | $364.3K | 0.06% | −759−14.1% | Reduced |
| KPP Advisory Services LLC | 4,622 | $363.8K | 0.10% | +1,376+42.4% | Added |
| Alerus Financial NA | 4,607 | $362.6K | 0.03% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 4,585 | $360.9K | 0.33% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,572 | $359.9K | 0.18% | +579+14.5% | Added |
| Abbrea Capital, LLC | 4,519 | $359.0K | 0.05% | −558−11.0% | Reduced |
| Kennedy Investment Group | 4,551 | $358.2K | 0.18% | +202+4.6% | Added |
| Garrett Wealth Advisory Group, LLC | 4,539 | $357.3K | 0.13% | +139+3.2% | Added |
| Harbour Trust & Investment Management Co | 4,539 | $357.3K | 0.04% | +576+14.5% | Added |
| Maple Capital Management, Inc. | 4,528 | $356.4K | 0.03% | +78+1.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $353.4K | 0.13% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,472 | $352.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,451 | $350.3K | 0.10% | −150−3.3% | Reduced |
| North Star Investment Management Corp. | 4,451 | $350.3K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,447 | $350.0K | 0.13% | −86−1.9% | Reduced |
| New Wave Wealth Advisors LLC | 4,445 | $349.9K | 0.19% | +4,445 | New |
| Indiana Trust & Investment Management CO | 4,440 | $349.5K | 0.13% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,439 | $349.4K | 0.03% | −1,670−27.3% | Reduced |
| North Star Asset Management Inc | 4,421 | $348.0K | 0.02% | +229+5.5% | Added |
| Aspen Investment Management Inc | 4,414 | $347.0K | 0.17% | −230−5.0% | Reduced |
| Advisor OS, LLC | 4,406 | $346.8K | 0.04% | +225+5.4% | Added |
| Cromwell Holdings LLC | 4,359 | $346.1K | 0.21% | +4,359 | New |
| Phoenix Holdings Ltd. | 4,362 | $346.0K | 0.01% | −123−2.7% | Reduced |
| First Financial Bank - Trust Division | 4,385 | $345.1K | 0.03% | −3,344−43.3% | Reduced |
| Girard Partners Ltd. | 4,372 | $344.2K | 0.03% | −401−8.4% | Reduced |
| United Advisor Group, LLC | 4,372 | $344.1K | 0.11% | +1,268+40.9% | Added |
| Accurate Wealth Management, LLC | 4,460 | $343.9K | 0.08% | −278−5.9% | Reduced |
| Empower Advisory Group, LLC | 4,364 | $343.5K | 0.00% | −989−18.5% | Reduced |
| Catalyst Financial Partners LLC | 4,348 | $342.2K | 0.08% | +279+6.9% | Added |
| Davis Capital Management | 4,429 | $341.6K | 0.30% | −358−7.5% | Reduced |
| Duncker Streett & Co Inc | 4,304 | $338.8K | 0.07% | −1,662−27.9% | Reduced |
| Wedmont Private Capital | 4,341 | $338.4K | 0.02% | +543+14.3% | Added |
| Twin Lakes Capital Management, LLC | 4,286 | $337.4K | 0.23% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 4,279 | $336.8K | 0.01% | +4,279 | New |
| Park Edge Advisors, LLC | 4,275 | $336.5K | 0.10% | −339−7.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,270 | $336.1K | 0.03% | −1,271−22.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,267 | $335.9K | 0.21% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,263 | $335.5K | 0.17% | +10.0% | Added |
| Foguth Wealth Management, LLC. | 4,256 | $335.0K | 0.15% | +1,483+53.5% | Added |
| Renasant Bank | 4,249 | $334.4K | 0.23% | +1,467+52.7% | Added |
| FLC Capital Advisors | 4,234 | $333.3K | 0.08% | +365+9.4% | Added |
| Boston Financial Mangement LLC | 4,195 | $330.2K | 0.01% | −57−1.3% | Reduced |
| Allstate Corp | 4,195 | $330.2K | 0.03% | −32−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,187 | $329.6K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,182 | $329.2K | 0.02% | −81−1.9% | Reduced |
| First Trust Investment Solutions L.P. | 4,161 | $327.5K | 0.05% | −358−7.9% | Reduced |
| E Fund Management Co., Ltd. | 4,148 | $326.5K | 0.02% | +24+0.6% | Added |
| ELCO Management Co., LLC | 4,143 | $326.1K | 0.19% | −764−15.6% | Reduced |
| Clarius Group, LLC | 4,137 | $325.6K | 0.02% | +29+0.7% | Added |
| Sage Private Wealth Group, LLC | 4,135 | $325.5K | 0.27% | +977+30.9% | Added |
| TRUE Private Wealth Advisors | 4,061 | $319.6K | 0.04% | +136+3.5% | Added |
| Aviance Capital Partners, LLC | 4,059 | $319.5K | 0.05% | +468+13.0% | Added |
| Carmichael Hill & Associates, Inc. | 4,058 | $319.4K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,024 | $316.7K | 0.10% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,018 | $316.3K | 0.32% | +17+0.4% | Added |
| Bennett Associates Wealth Management | 4,010 | $315.6K | 0.28% | −36−0.9% | Reduced |
| First City Capital Management, Inc. | 4,007 | $315.4K | 0.18% | −972−19.5% | Reduced |
| Walter Public Investments Inc. | 4,000 | $314.8K | 0.06% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,990 | $314.0K | 0.08% | +3,990 | New |
| PrairieView Partners, LLC | 3,981 | $313.0K | 0.04% | +17+0.4% | Added |
| Summitry LLC | 3,966 | $312.2K | 0.02% | −375,170−99.0% | Reduced |
| Hall Capital Management Co Inc | 3,960 | $311.7K | 0.15% | −337−7.8% | Reduced |
| Lebenthal Global Advisors, LLC | 3,954 | $311.2K | 0.07% | +10+0.3% | Added |
| Eads & Heald Wealth Management | 3,946 | $311.0K | 0.15% | −1,352−25.5% | Reduced |
| Wealth Advisory Solutions, LLC | 3,944 | $310.4K | 0.08% | −391−9.0% | Reduced |
| Peoples Bank | 3,936 | $309.8K | 0.16% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,553 | $309.2K | 0.13% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,932 | $309.0K | 0.13% | +118+3.1% | Added |
| Gamco Investors, Inc. Et Al | 3,925 | $308.9K | 0.00% | −365−8.5% | Reduced |
| ORG Partners LLC | 4,003 | $308.9K | 0.04% | +4,003 | New |
| EverSource Wealth Advisors, LLC | 3,833 | $307.9K | 0.02% | −1,751−31.4% | Reduced |
| 9258 Wealth Management, LLC | 3,901 | $307.0K | 0.05% | −110−2.7% | Reduced |