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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 54,903 | $4.32M | 0.10% | +80.0% | Added |
| LaFleur & Godfrey LLC | 54,791 | $4.31M | 0.63% | −4,035−6.9% | Reduced |
| Coston, McIsaac & Partners | 54,590 | $4.30M | 1.35% | +1,204+2.3% | Added |
| Semmax Financial Advisors Inc. | 51,903 | $4.27M | 1.28% | +2,841+5.8% | Added |
| Highland Capital Management, LLC | 54,190 | $4.27M | 0.25% | −2,820−4.9% | Reduced |
| Toth Financial Advisory Corp | 54,177 | $4.26M | 0.54% | +1,378+2.6% | Added |
| Glenview Trust Co | 53,697 | $4.23M | 0.09% | −1,731−3.1% | Reduced |
| Portside Wealth Group, LLC | 53,691 | $4.23M | 0.81% | −1,514−2.7% | Reduced |
| Metis Global Partners, LLC | 53,479 | $4.21M | 0.14% | +493+0.9% | Added |
| MainStreet Investment Advisors LLC | 53,417 | $4.20M | 0.51% | +66+0.1% | Added |
| Siemens Fonds Invest GmbH | 53,217 | $4.19M | 0.31% | +563+1.1% | Added |
| Robinson Value Management, Ltd. | 52,985 | $4.17M | 2.91% | −189−0.4% | Reduced |
| Sit Investment Associates Inc | 52,545 | $4.14M | 0.10% | −34,320−39.5% | Reduced |
| Round Hill Asset Management | 52,345 | $4.12M | 2.63% | −1,451−2.7% | Reduced |
| Walleye Capital LLC | 52,001 | $4.09M | 0.04% | −143,987−73.5% | Reduced |
| Trinity Legacy Partners, LLC | 51,711 | $4.07M | 1.16% | +3,647+7.6% | Added |
| Trajan Wealth LLC | 51,251 | $4.03M | 0.26% | +1,009+2.0% | Added |
| Cornerstone Advisors, LLC | 51,100 | $4.02M | 0.16% | −500−1.0% | Reduced |
| Strategy Asset Managers LLC | 45,618 | $4.02M | 0.90% | +8,074+21.5% | Added |
| Needham Investment Management LLC | 51,041 | $4.02M | 0.33% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 51,037 | $4.02M | 1.42% | +10,050+24.5% | Added |
| Public Sector Pension Investment Board | 51,014 | $4.02M | 0.03% | +20,660+68.1% | Added |
| Equitable Holdings, Inc. | 50,820 | $4.00M | 0.04% | +6,255+14.0% | Added |
| Vestor Capital, LLC | 50,781 | $4.00M | 0.32% | −91,260−64.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 50,651 | $3.99M | 0.17% | +39,808+367.1% | Added |
| Alliance Wealth Advisors, LLC | 50,685 | $3.99M | 1.17% | +1,403+2.8% | Added |
| Te Ahumairangi Investment Management Ltd | 50,271 | $3.96M | 0.76% | −3,800−7.0% | Reduced |
| Courier Capital LLC | 50,226 | $3.95M | 0.31% | −434−0.9% | Reduced |
| Chemung Canal Trust Co | 49,888 | $3.93M | 0.76% | +1,986+4.1% | Added |
| Laffer Tengler Investments | 49,879 | $3.93M | 0.85% | −8,371−14.4% | Reduced |
| Columbia Asset Management | 49,792 | $3.92M | 0.74% | +16,852+51.2% | Added |
| Alps Advisors Inc | 49,612 | $3.90M | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 49,547 | $3.90M | 0.26% | +3,541+7.7% | Added |
| Tower Bridge Advisors | 49,393 | $3.89M | 0.43% | −2,110−4.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 49,138 | $3.87M | 1.30% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 49,128 | $3.87M | 0.61% | +49,128 | New |
| iA Global Asset Management Inc. | 48,587 | $3.82M | 0.07% | +36,382+298.1% | Added |
| Boston Research & Management Inc | 48,487 | $3.82M | 0.96% | +587+1.2% | Added |
| DLK Investment Management, LLC | 48,481 | $3.82M | 1.58% | +1,363+2.9% | Added |
| Ethic Inc. | 48,387 | $3.81M | 0.09% | −91,800−65.5% | Reduced |
| Everett Harris & Co | 48,199 | $3.79M | 0.05% | −84−0.2% | Reduced |
| Fundamentun, LLC | 48,157 | $3.79M | 0.31% | +4,978+11.5% | Added |
| Roberts Wealth Advisors, LLC | 49,165 | $3.78M | 1.29% | +1,596+3.4% | Added |
| Somerset Trust Co | 47,884 | $3.77M | 1.55% | +99+0.2% | Added |
| Butensky & Cohen Financial Security, Inc | 47,706 | $3.75M | 1.19% | −267−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 47,704 | $3.75M | 0.20% | +2,405+5.3% | Added |
| Hanson & Doremus Investment Management | 47,613 | $3.75M | 0.63% | +1,549+3.4% | Added |
| SFMG, LLC | 47,615 | $3.75M | 0.33% | +1,708+3.7% | Added |
| FIL Ltd | 47,404 | $3.73M | 0.00% | +43,091+999.1% | Added |
| Snowden Capital Advisors LLC | 46,954 | $3.73M | 0.11% | +110.0% | Added |
| Hedeker Wealth, LLC | 47,024 | $3.70M | 1.07% | −674−1.4% | Reduced |
| Apollon Wealth Management, LLC | 47,023 | $3.70M | 0.11% | −2,638−5.3% | Reduced |
| Integrated Wealth Concepts LLC | 47,000 | $3.70M | 0.05% | +289+0.6% | Added |
| Norinchukin Bank, The | 46,950 | $3.70M | 0.11% | +795+1.7% | Added |
| Virtu Financial LLC | 46,874 | $3.69M | 0.26% | +46,874 | New |
| RSM US Wealth Management LLC | 47,543 | $3.68M | 0.06% | +32,709+220.5% | Added |
| Harrell Investment Partners, LLC | 46,698 | $3.68M | 1.07% | +2,797+6.4% | Added |
| Drucker Wealth 3.0, LLC | 46,525 | $3.66M | 0.97% | +46,525 | New |
| Geneos Wealth Management Inc. | 46,464 | $3.66M | 0.16% | −12,096−20.7% | Reduced |
| Diversify Advisory Services, LLC | 47,450 | $3.65M | 0.20% | −13,660−22.4% | Reduced |
| Beech Hill Advisors, Inc. | 46,205 | $3.64M | 1.50% | +113+0.2% | Added |
| Omers Administration Corp | 46,084 | $3.63M | 0.03% | +46,084 | New |
| Garland Capital Management Inc | 46,030 | $3.62M | 2.56% | +1,355+3.0% | Added |
| Puzo Michael J | 46,024 | $3.62M | 1.01% | −4,899−9.6% | Reduced |
| American National Bank | 45,953 | $3.62M | 0.45% | −6,426−12.3% | Reduced |
| Lido Advisors, LLC | 45,238 | $3.59M | 0.03% | −83,855−65.0% | Reduced |
| Regions Financial Corp | 45,606 | $3.59M | 0.03% | −492−1.1% | Reduced |
| Qsemble Capital Management, LP | 45,559 | $3.59M | 0.68% | +45,559 | New |
| Dakota Wealth Management | 45,391 | $3.57M | 0.08% | +14,005+44.6% | Added |
| Ancora Advisors, LLC | 45,378 | $3.57M | 0.09% | +2,145+5.0% | Added |
| Prime Capital Investment Advisors, LLC | 45,143 | $3.55M | 0.05% | −442−1.0% | Reduced |
| AMG National Trust Bank | 44,926 | $3.54M | 0.10% | −2,136−4.5% | Reduced |
| NBC Securities, Inc. | 44,901 | $3.53M | 0.32% | −1,249−2.7% | Reduced |
| Principal Securities, Inc. | 44,675 | $3.52M | 0.10% | −8,907−16.6% | Reduced |
| Farmers National Bank | 44,657 | $3.51M | 1.06% | +1,812+4.2% | Added |
| Liberty One Investment Management, LLC | 44,310 | $3.49M | 0.39% | +7,300+19.7% | Added |
| First Washington CORP | 44,253 | $3.48M | 1.29% | +866+2.0% | Added |
| RBA Wealth Management, LLC | 44,066 | $3.47M | 1.39% | +613+1.4% | Added |
| Hall Laurie J Trustee | 44,060 | $3.47M | 1.21% | +45+0.1% | Added |
| La Banque Postale Asset Management SA | 43,803 | $3.45M | 0.14% | +13,369+43.9% | Added |
| Advisors Management Group Inc | 43,792 | $3.45M | 0.86% | +14,792+51.0% | Added |
| TrinityPoint Wealth, LLC | 43,699 | $3.44M | 0.54% | +4,193+10.6% | Added |
| GHP Investment Advisors, Inc. | 43,493 | $3.42M | 0.17% | +2,795+6.9% | Added |
| Financial Partners Group, LLC | 43,322 | $3.41M | 1.32% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 43,273 | $3.41M | 1.16% | +1,224+2.9% | Added |
| Mutual Advisors, LLC | 42,523 | $3.40M | 0.10% | +3,483+8.9% | Added |
| Teza Capital Management LLC | 43,102 | $3.39M | 0.42% | −3,392−7.3% | Reduced |
| Savant Capital, LLC | 43,025 | $3.39M | 0.03% | −7,363−14.6% | Reduced |
| Everence Capital Management Inc | 42,020 | $3.37M | 0.23% | −4,680−10.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 42,828 | $3.37M | 0.23% | −1,052−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 42,563 | $3.35M | 0.14% | +8,204+23.9% | Added |
| Gilman Hill Asset Management, LLC | 42,067 | $3.31M | 0.60% | +2,709+6.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 42,057 | $3.31M | 1.30% | +5,685+15.6% | Added |
| Bard Financial Services, Inc. | 42,055 | $3.31M | 0.34% | +365+0.9% | Added |
| Scissortail Wealth Management, LLC | 41,915 | $3.30M | 0.84% | +1,118+2.7% | Added |
| Bayesian Capital Management, LP | 41,900 | $3.30M | 0.38% | +41,900 | New |
| Core Alternative Capital | 41,824 | $3.29M | 0.66% | +2,831+7.3% | Added |
| Daymark Wealth Partners, LLC | 41,566 | $3.27M | 0.15% | +8,727+26.6% | Added |
| Intact Investment Management Inc. | 41,500 | $3.27M | 0.12% | +5,700+15.9% | Added |
| Investment House LLC | 41,425 | $3.26M | 0.19% | +3,197+8.4% | Added |