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; 2,150 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 121,874 | $9.59M | 0.12% | −3,657−2.9% | Reduced |
| Marks Group Wealth Management, Inc | 121,824 | $9.59M | 1.01% | +16,515+15.7% | Added |
| Logan Capital Management Inc | 121,722 | $9.58M | 0.41% | −2,122−1.7% | Reduced |
| Pearl River Capital, LLC | 121,092 | $9.53M | 1.51% | +121,092 | New |
| Talbot Financial, LLC | 121,051 | $9.53M | 1.25% | +8,029+7.1% | Added |
| Telos Capital Management, Inc. | 120,956 | $9.52M | 1.06% | −450−0.4% | Reduced |
| Huntington National Bank | 120,268 | $9.47M | 0.07% | −494−0.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 119,968 | $9.44M | 1.69% | +6,189+5.4% | Added |
| Elo Mutual Pension Insurance Co | 119,416 | $9.40M | 0.22% | −2,077−1.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 106,116 | $9.19M | 1.19% | +923+0.9% | Added |
| Kanawha Capital Management LLC | 116,702 | $9.19M | 0.72% | +7,337+6.7% | Added |
| Capital Analysts, LLC | 116,440 | $9.16M | 0.41% | +6,671+6.1% | Added |
| Schonfeld Strategic Advisors LLC | 116,072 | $9.14M | 0.07% | +106,494+1,111.9% | Added |
| Captrust Financial Advisors | 115,367 | $9.08M | 0.03% | −4,553−3.8% | Reduced |
| Gateway Investment Advisers LLC | 115,306 | $9.08M | 0.10% | +973+0.9% | Added |
| Oregon Public Employees Retirement Fund | 114,057 | $8.98M | 0.18% | +378+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 113,742 | $8.95M | 0.31% | −1,331−1.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 113,667 | $8.95M | 3.22% | +3,601+3.3% | Added |
| NorthCrest Asset Manangement, LLC | 113,661 | $8.95M | 0.30% | +1,931+1.7% | Added |
| Sculptor Capital LP | 113,500 | $8.93M | 0.18% | 00.0% | Unchanged |
| First National Bank of Omaha | 112,669 | $8.87M | 0.58% | +6,309+5.9% | Added |
| Exchange Traded Concepts, LLC | 112,504 | $8.86M | 0.23% | +8,620+8.3% | Added |
| Sompo Asset Management Co., Ltd. | 111,890 | $8.81M | 1.49% | −5,730−4.9% | Reduced |
| Archon Partners LLC | 111,000 | $8.74M | 1.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 110,097 | $8.67M | 0.06% | −2,924−2.6% | Reduced |
| Empowered Funds, LLC | 109,542 | $8.62M | 0.15% | +34,639+46.2% | Added |
| ProVise Management Group, LLC | 109,506 | $8.62M | 0.73% | +5,169+5.0% | Added |
| Nicholas Company, Inc. | 109,340 | $8.61M | 0.14% | 00.0% | Unchanged |
| GAM Holding AG | 108,890 | $8.57M | 0.66% | +8,088+8.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 110,750 | $8.57M | 0.67% | +42,651+62.6% | Added |
| Regal Investment Advisors LLC | 108,204 | $8.52M | 0.56% | +6,858+6.8% | Added |
| Gulf International Bank (UK) Ltd | 108,202 | $8.52M | 0.22% | −11,154−9.3% | Reduced |
| Employees Retirement System of Texas | 107,848 | $8.49M | 0.08% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 107,357 | $8.45M | 1.16% | +13,303+14.1% | Added |
| Haverford Financial Services, Inc. | 106,520 | $8.38M | 2.51% | −12,133−10.2% | Reduced |
| United Asset Strategies, Inc. | 106,447 | $8.38M | 0.83% | +11,342+11.9% | Added |
| Morgan Dempsey Capital Management LLC | 106,297 | $8.37M | 2.79% | −3,416−3.1% | Reduced |
| Anchor Investment Management, LLC | 106,247 | $8.36M | 0.86% | +24,936+30.7% | Added |
| Teachers Retirement System of the State of Kentucky | 105,861 | $8.33M | 0.07% | −3,133−2.9% | Reduced |
| JB Capital LLC | 105,413 | $8.30M | 0.52% | +5,908+5.9% | Added |
| Blair William & Co | 105,078 | $8.27M | 0.03% | −34,749−24.9% | Reduced |
| Toroso Investments, LLC | 105,006 | $8.27M | 0.11% | +32,477+44.8% | Added |
| Bank of Nova Scotia Trust Co | 104,369 | $8.21M | 0.92% | +4,294+4.3% | Added |
| Maryland State Retirement & Pension System | 104,293 | $8.21M | 0.15% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 103,842 | $8.17M | 1.92% | +5,563+5.7% | Added |
| Country Club Bank | 101,751 | $8.07M | 0.56% | −1,841−1.8% | Reduced |
| Mizuho Securities USA LLC | 102,384 | $8.06M | 0.18% | +102,384 | New |
| Investment Management Corp of Ontario | 102,376 | $8.06M | 0.22% | +80,880+376.3% | Added |
| Massmutual Trust Co FSB | 101,247 | $7.97M | 0.24% | +1,668+1.7% | Added |
| Sirios Capital Management L P | 100,912 | $7.94M | 1.38% | −5,188−4.9% | Reduced |
| Estabrook Capital Management | 100,581 | $7.92M | 1.22% | −3,124−3.0% | Reduced |
| CCLA Investment Management Ltd | 100,178 | $7.88M | 0.12% | +2,024+2.1% | Added |
| Kentucky Retirement Systems | 100,060 | $7.88M | 0.23% | −918−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 99,356 | $7.82M | 0.16% | −9,966−9.1% | Reduced |
| Noesis Capital Mangement Corp | 98,784 | $7.78M | 1.72% | +3,331+3.5% | Added |
| Level Four Advisory Services, LLC | 98,024 | $7.72M | 0.35% | +39,869+68.6% | Added |
| Greenwood Capital Associates LLC | 97,938 | $7.71M | 1.01% | +27,844+39.7% | Added |
| Marco Investment Management LLC | 97,731 | $7.69M | 0.71% | −63−0.1% | Reduced |
| Mattern Capital Management, LLC | 97,639 | $7.69M | 1.06% | −277−0.3% | Reduced |
| Advocate Group LLC | 97,303 | $7.66M | 1.54% | +4,522+4.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 96,891 | $7.63M | 0.88% | +626+0.7% | Added |
| Atria Wealth Solutions, Inc. | 96,253 | $7.63M | 0.08% | +554+0.6% | Added |
| Washington Trust Co | 96,621 | $7.61M | 0.28% | −1,685−1.7% | Reduced |
| ABN AMRO Bank N.V. | 94,089 | $7.47M | 0.11% | −406,756−81.2% | Reduced |
| Motley Fool Wealth Management, LLC | 95,212 | $7.46M | 0.38% | −4,205−4.2% | Reduced |
| Stockman Wealth Management, Inc. | 93,923 | $7.39M | 1.30% | +4,996+5.6% | Added |
| MBB Public Markets I LLC | 93,869 | $7.39M | 0.15% | +89,007+1,830.7% | Added |
| Parthenon LLC | 92,106 | $7.25M | 0.92% | −1,142−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 91,768 | $7.22M | 0.12% | +65,135+244.6% | Added |
| Tokio Marine Asset Management Co Ltd | 91,674 | $7.22M | 0.35% | +3,092+3.5% | Added |
| Two Point Capital Management, Inc. | 90,757 | $7.14M | 2.87% | +1,135+1.3% | Added |
| Parcion Private Wealth LLC | 88,567 | $6.97M | 0.64% | +1,678+1.9% | Added |
| Strategic Wealth Partners, Ltd. | 88,420 | $6.96M | 0.73% | +12,069+15.8% | Added |
| Mengis Capital Management, Inc. | 88,257 | $6.95M | 1.41% | +17,820+25.3% | Added |
| Westchester Capital Management, Inc. | 87,281 | $6.87M | 1.73% | −348−0.4% | Reduced |
| Cheviot Value Management, LLC | 87,244 | $6.87M | 1.34% | +4,500+5.4% | Added |
| JustInvest LLC | 88,294 | $6.85M | 0.13% | +20,666+30.6% | Added |
| Value Partners Investments Inc. | 86,389 | $6.80M | 0.59% | +5,006+6.2% | Added |
| FineMark National Bank & Trust | 86,294 | $6.79M | 0.25% | +1,856+2.2% | Added |
| Channing Capital Management, LLC | 85,844 | $6.76M | 0.19% | +12,494+17.0% | Added |
| HB Wealth Management, LLC | 85,090 | $6.70M | 0.08% | +10,615+14.3% | Added |
| Hartford Investment Management Co | 84,999 | $6.69M | 0.23% | −912−1.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 84,783 | $6.67M | 1.85% | +820+1.0% | Added |
| HRT Financial LP | 84,677 | $6.66M | 0.04% | +34,954+70.3% | Added |
| Allianz SE | 84,540 | $6.65M | 0.20% | −9,455−10.1% | Reduced |
| St Germain D J Co Inc | 84,387 | $6.64M | 0.32% | −655−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 84,168 | $6.62M | 0.19% | +11,789+16.3% | Added |
| Kovitz Investment Group Partners, LLC | 83,668 | $6.59M | 0.06% | +27,063+47.8% | Added |
| Verition Fund Management LLC | 83,578 | $6.58M | 0.05% | −13,314−13.7% | Reduced |
| Somerville Kurt F | 81,600 | $6.42M | 1.08% | +286+0.4% | Added |
| Valley National Advisers Inc | 81,511 | $6.42M | 0.95% | −5,375−6.2% | Reduced |
| Two Sigma Securities, LLC | 81,418 | $6.41M | 0.30% | +81,418 | New |
| Gabelli Funds LLC | 81,290 | $6.40M | 0.05% | −1,700−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 80,258 | $6.32M | 0.26% | +1,230+1.6% | Added |
| Davy Global Fund Management Ltd | 79,519 | $6.26M | 0.72% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 79,382 | $6.25M | 0.89% | −492−0.6% | Reduced |
| Ci Investments Inc. | 79,263 | $6.24M | 0.02% | −480,154−85.8% | Reduced |
| Sicart Associates LLC | 78,385 | $6.22M | 2.39% | −1,387−1.7% | Reduced |
| Hikari Power Ltd | 79,060 | $6.22M | 0.56% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 78,468 | $6.18M | 0.25% | +21,200+37.0% | Added |