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
- 2,037
- −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
- 828 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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 78,366 | $6.17M | 0.22% | +545+0.7% | Added |
| Marex Group plc | 78,244 | $6.16M | 0.17% | +73,823+1,669.8% | Added |
| Berkshire Asset Management LLC | 77,790 | $6.12M | 0.31% | +11,033+16.5% | Added |
| Cohen Klingenstein LLC | 77,325 | $6.09M | 0.22% | −822−1.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 77,070 | $6.07M | 2.32% | +3,125+4.2% | Added |
| Ally Financial Inc. | 77,000 | $6.06M | 0.75% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 76,981 | $6.06M | 0.23% | −4,349−5.3% | Reduced |
| LGT Group Foundation | 76,919 | $6.05M | 0.10% | +49+0.1% | Added |
| Advisory Services Network, LLC | 76,644 | $6.03M | 0.12% | −3,553−4.4% | Reduced |
| J. Safra Sarasin Holding AG | 76,435 | $6.02M | 0.11% | +76,435 | New |
| Mizuho Markets Americas LLC | 76,431 | $6.02M | 0.17% | −159,766−67.6% | Reduced |
| Securian Asset Management, Inc | 76,350 | $6.01M | 0.18% | −1,965−2.5% | Reduced |
| First Nebraska Trust Co | 76,262 | $6.00M | 0.62% | +188+0.2% | Added |
| Park National Corp | 76,032 | $5.98M | 0.22% | +72,415+2,002.1% | Added |
| TCW Group Inc | 75,773 | $5.96M | 0.05% | +453+0.6% | Added |
| Tufton Capital Management | 75,476 | $5.94M | 1.16% | −96−0.1% | Reduced |
| Louisiana State Employees Retirement System | 75,100 | $5.91M | 0.11% | −2,300−3.0% | Reduced |
| AustralianSuper Pty Ltd | 74,952 | $5.90M | 0.03% | +3,307+4.6% | Added |
| Goelzer Investment Management, Inc. | 74,185 | $5.84M | 0.33% | −647−0.9% | Reduced |
| Naples Global Advisors, LLC | 72,988 | $5.79M | 0.58% | −40.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 73,129 | $5.76M | 0.79% | −790−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 73,030 | $5.75M | 0.92% | +1,803+2.5% | Added |
| Olstein Capital Management, L.P. | 73,000 | $5.75M | 1.02% | −29,000−28.4% | Reduced |
| BancorpSouth Bank | 72,763 | $5.73M | 0.43% | +1,538+2.2% | Added |
| Engineers Gate Manager LP | 72,528 | $5.71M | 0.13% | +55,104+316.3% | Added |
| Ironwood Investment Counsel, LLC | 72,505 | $5.71M | 1.02% | +1,484+2.1% | Added |
| Benedict Financial Advisors Inc | 72,470 | $5.70M | 1.45% | +944+1.3% | Added |
| Simplicity Wealth,LLC | 72,416 | $5.70M | 0.13% | +110.0% | Added |
| Financial & Tax Architects, LLC | 72,138 | $5.68M | 1.52% | +4,607+6.8% | Added |
| Transcend Wealth Collective, LLC | 71,929 | $5.66M | 0.41% | +2,219+3.2% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.64M | 0.53% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 71,460 | $5.63M | 1.46% | +3,728+5.5% | Added |
| Poehling Capital Management, LLC | 71,429 | $5.62M | 1.54% | +53+0.1% | Added |
| Cardinal Capital Management | 70,767 | $5.62M | 0.95% | +1,321+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 70,545 | $5.60M | 0.03% | −219,812−75.7% | Reduced |
| Compagnie Lombard Odier SCmA | 70,996 | $5.59M | 0.09% | +44,450+167.4% | Added |
| Brinker Capital Investments, LLC | 70,930 | $5.58M | 0.06% | +1,896+2.7% | Added |
| Orion Portfolio Solutions, LLC | 70,930 | $5.58M | 0.06% | +1,896+2.7% | Added |
| Murphy Pohlad Asset Management LLC | 70,050 | $5.51M | 2.38% | −8,625−11.0% | Reduced |
| Providence Capital Advisors, LLC | 70,017 | $5.51M | 1.20% | +70,000+411,764.7% | Added |
| Trexquant Investment LP | 69,460 | $5.47M | 0.08% | −757−1.1% | Reduced |
| Dearborn Partners LLC | 68,892 | $5.42M | 0.23% | −3,077−4.3% | Reduced |
| Martin Capital Partners, LLC | 68,177 | $5.37M | 2.17% | −1,855−2.6% | Reduced |
| Ledyard National Bank | 67,979 | $5.35M | 0.52% | −1,783−2.6% | Reduced |
| Soltis Investment Advisors LLC | 67,758 | $5.33M | 0.56% | +697+1.0% | Added |
| Robeco Schweiz AG | 67,360 | $5.30M | 0.10% | −32,415−32.5% | Reduced |
| New Mexico Educational Retirement Board | 66,987 | $5.27M | 0.18% | 00.0% | Unchanged |
| MAI Capital Management | 66,790 | $5.26M | 0.05% | +11,614+21.0% | Added |
| Moors & Cabot, Inc. | 66,472 | $5.23M | 0.28% | +4,183+6.7% | Added |
| Trust Co of Vermont | 66,282 | $5.22M | 0.28% | −1,411−2.1% | Reduced |
| Synovus Financial Corp | 65,955 | $5.19M | 0.07% | −33,024−33.4% | Reduced |
| Linscomb & Williams, Inc. | 65,730 | $5.17M | 0.27% | +110+0.2% | Added |
| Stablepoint Partners, LLC | 64,658 | $5.17M | 1.00% | +7,506+13.1% | Added |
| Addenda Capital Inc. | 65,128 | $5.17M | 0.20% | −190.0% | Reduced |
| Prospera Financial Services Inc | 65,059 | $5.12M | 0.14% | −364−0.6% | Reduced |
| Ieq Capital, LLC | 64,510 | $5.08M | 0.07% | +10,187+18.8% | Added |
| Inlet Private Wealth, LLC | 64,294 | $5.06M | 1.38% | +150+0.2% | Added |
| Compass Wealth Management LLC | 64,269 | $5.06M | 1.25% | −71−0.1% | Reduced |
| Monarch Capital Management Inc | 63,652 | $5.04M | 1.48% | −564−0.9% | Reduced |
| Farmers Trust Co | 64,061 | $5.04M | 1.02% | −745−1.1% | Reduced |
| First National Trust Co | 63,938 | $5.03M | 0.21% | −51,777−44.7% | Reduced |
| Aperture Investors, LLC | 63,686 | $5.01M | 0.73% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 62,888 | $4.95M | 0.06% | −2,097−3.2% | Reduced |
| Banque Cantonale Vaudoise | 62,236 | $4.90M | 0.19% | +505+0.8% | Added |
| Wealthfront Advisers LLC | 61,779 | $4.86M | 0.02% | −10,576−14.6% | Reduced |
| Pictet & Cie (Europe) SA | 61,757 | $4.86M | 0.12% | −360,924−85.4% | Reduced |
| Banque Pictet & Cie SA | 61,509 | $4.84M | 0.05% | −645,166−91.3% | Reduced |
| Stratos Wealth Partners, LTD. | 61,395 | $4.83M | 0.08% | −1,885−3.0% | Reduced |
| Concurrent Investment Advisors, LLC | 61,168 | $4.81M | 0.16% | +21,678+54.9% | Added |
| HTLF Bank | 60,716 | $4.78M | 0.54% | −2,815−4.4% | Reduced |
| Stamos Capital Partners, L.P. | 60,610 | $4.77M | 1.01% | +320+0.5% | Added |
| Perennial Advisors, LLC | 60,283 | $4.75M | 1.06% | +1,750+3.0% | Added |
| Susquehanna Fundamental Investments, LLC | 60,281 | $4.74M | 0.11% | +60,281 | New |
| CenterBook Partners LP | 60,105 | $4.73M | 0.29% | +25,680+74.6% | Added |
| Vinva Investment Management Ltd | 59,446 | $4.72M | 0.24% | +8,625+17.0% | Added |
| Azzad Asset Management Inc | 59,782 | $4.71M | 0.55% | +1,030+1.8% | Added |
| Welch & Forbes LLC | 60,751 | $4.70M | 0.06% | −9,639−13.7% | Reduced |
| Sectoral Asset Management Inc | 59,551 | $4.69M | 1.90% | +21,500+56.5% | Added |
| Asio Capital, LLC | 59,045 | $4.65M | 0.95% | +1,886+3.3% | Added |
| Oliver Luxxe Assets LLC | 59,022 | $4.65M | 0.99% | +265+0.5% | Added |
| Groupama Asset Managment | 116,596 | $4.63M | 0.10% | +48,197+70.5% | Added |
| Kesler, Norman & Wride, LLC | 58,768 | $4.63M | 0.98% | −1,567−2.6% | Reduced |
| Hennessy Advisors Inc | 58,700 | $4.62M | 0.17% | −1,200−2.0% | Reduced |
| Cullinan Associates Inc | 58,611 | $4.61M | 0.26% | −9,197−13.6% | Reduced |
| TD Private Client Wealth LLC | 58,278 | $4.59M | 0.14% | −1,227−2.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,996 | $4.56M | 0.75% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 57,440 | $4.52M | 0.01% | +324+0.6% | Added |
| Los Angeles Capital Management LLC | 57,016 | $4.49M | 0.02% | −1,977−3.4% | Reduced |
| Kinneret Advisory, LLC | 56,264 | $4.47M | 0.43% | +44,666+385.1% | Added |
| Headinvest, LLC | 56,730 | $4.47M | 0.88% | +2,740+5.1% | Added |
| Bahl & Gaynor Inc | 56,145 | $4.42M | 0.02% | −16,963−23.2% | Reduced |
| Bleakley Financial Group, LLC | 55,836 | $4.39M | 0.13% | +38+0.1% | Added |
| King Luther Capital Management Corp | 55,744 | $4.39M | 0.02% | −40,556−42.1% | Reduced |
| Vance Wealth, Inc. | 55,670 | $4.38M | 1.80% | −566−1.0% | Reduced |
| Smithbridge Asset Management Inc | 55,570 | $4.37M | 0.91% | −110−0.2% | Reduced |
| Argent Trust Co | 55,429 | $4.36M | 0.19% | +4,136+8.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 55,270 | $4.35M | 2.86% | −60−0.1% | Reduced |
| Palisade Asset Management, LLC | 55,264 | $4.35M | 0.45% | −3,559−6.1% | Reduced |
| Hamilton Capital Partners Inc. | 54,973 | $4.33M | 0.46% | +2,230+4.2% | Added |
| Corbyn Investment Management Inc | 54,940 | $4.32M | 1.79% | −264−0.5% | Reduced |