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 |
|---|---|---|---|---|---|
| F/M Investments LLC | 41,425 | $3.25M | 0.12% | +41,425 | New |
| Woodley Farra Manion Portfolio Management Inc | 40,891 | $3.25M | 0.18% | +871+2.2% | Added |
| Capstone Investment Advisors, LLC | 41,195 | $3.24M | 0.07% | +41,195 | New |
| Romano Brothers and Company | 40,893 | $3.22M | 0.45% | −1,335−3.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,466 | $3.21M | 1.49% | −57−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 40,693 | $3.20M | 1.03% | +939+2.4% | Added |
| Brady Family Wealth, LLC | 40,372 | $3.18M | 1.03% | +1,408+3.6% | Added |
| Pensionmark Financial Group, LLC | 40,367 | $3.18M | 0.20% | +40,367 | New |
| Kinloch Capital, LLC | 40,362 | $3.18M | 1.66% | −718−1.7% | Reduced |
| Entropy Technologies, LP | 40,217 | $3.17M | 0.34% | +40,217 | New |
| Beacon Pointe Advisors, LLC | 40,146 | $3.16M | 0.04% | −9,260−18.7% | Reduced |
| Quinn Opportunity Partners LLC | 40,100 | $3.16M | 0.37% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 40,047 | $3.15M | 1.08% | +1,301+3.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 40,019 | $3.15M | 1.47% | +2,675+7.2% | Added |
| Mattson Financial Services, LLC | 39,943 | $3.14M | 1.12% | +39,943 | New |
| First Citizens Bank & Trust Co | 39,919 | $3.14M | 0.06% | +954+2.4% | Added |
| Arlington Partners LLC | 39,548 | $3.11M | 1.55% | +4,430+12.6% | Added |
| BTC Capital Management, Inc. | 39,522 | $3.11M | 0.29% | +4,839+14.0% | Added |
| Pathway Financial Advisers, LLC | 39,421 | $3.09M | 1.11% | +868+2.3% | Added |
| Financial Advisory Partners, LLC | 39,190 | $3.08M | 1.15% | −967−2.4% | Reduced |
| Keene & Associates, Inc. | 38,814 | $3.06M | 2.49% | +103+0.3% | Added |
| Oak Asset Management, LLC | 38,800 | $3.05M | 1.12% | −1,170−2.9% | Reduced |
| Nelson Capital Management, LLC | 38,738 | $3.05M | 0.54% | −652−1.7% | Reduced |
| Perkins Coie Trust Co | 38,630 | $3.04M | 0.71% | +382+1.0% | Added |
| Tevis Investment Management | 38,162 | $3.03M | 2.43% | +1,368+3.7% | Added |
| Acadian Asset Management LLC | 38,484 | $3.03M | 0.01% | +35,614+1,240.9% | Added |
| Dynamic Technology Lab Private Ltd | 38,414 | $3.02M | 0.34% | +38,414 | New |
| Community Trust & Investment Co | 37,916 | $2.98M | 0.20% | −502−1.3% | Reduced |
| Focus Financial Network, Inc. | 36,634 | $2.98M | 0.13% | −6,417−14.9% | Reduced |
| TCTC Holdings, LLC | 37,767 | $2.97M | 0.10% | −1,172−3.0% | Reduced |
| Jupiter Asset Management Ltd | 37,735 | $2.97M | 0.03% | −3,072−7.5% | Reduced |
| Rothschild Capital Partners, LLC | 37,670 | $2.97M | 0.85% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 37,321 | $2.94M | 1.13% | +170+0.5% | Added |
| United Services Automobile Association | 37,198 | $2.93M | 0.07% | −1,310−3.4% | Reduced |
| Jefferies Financial Group Inc. | 37,121 | $2.92M | 0.06% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 37,096 | $2.92M | 0.07% | −2,625−6.6% | Reduced |
| Bridges Investment Management Inc | 36,890 | $2.90M | 0.04% | +36,890 | New |
| Comgest Global Investors S.A.S. | 36,675 | $2.89M | 0.04% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 36,642 | $2.88M | 0.92% | −725−1.9% | Reduced |
| Exchange Capital Management, Inc. | 36,355 | $2.86M | 0.47% | +1,081+3.1% | Added |
| Argyle Capital Management Inc. | 36,320 | $2.86M | 1.18% | −1,600−4.2% | Reduced |
| Old Second National Bank of Aurora | 36,145 | $2.84M | 0.73% | −1,224−3.3% | Reduced |
| Appleton Partners Inc | 35,867 | $2.82M | 0.22% | −1,443−3.9% | Reduced |
| Financial Advisory Service, Inc. | 35,862 | $2.82M | 0.24% | +1,406+4.1% | Added |
| Ami Investment Management Inc | 35,844 | $2.82M | 0.98% | +680+1.9% | Added |
| Spirepoint Private Client, LLC | 35,813 | $2.82M | 0.40% | +4,609+14.8% | Added |
| Ossiam | 35,466 | $2.79M | 0.05% | +302+0.9% | Added |
| Morton Community Bank | 35,291 | $2.78M | 0.78% | +2,001+6.0% | Added |
| Hancock Whitney Corp | 35,278 | $2.78M | 0.09% | −4,809−12.0% | Reduced |
| Fiduciary Trust Co | 35,233 | $2.77M | 0.04% | −882−2.4% | Reduced |
| Ostrum Asset Management | 34,971 | $2.75M | 0.24% | −642−1.8% | Reduced |
| XTX Topco Ltd | 34,821 | $2.74M | 0.23% | +34,821 | New |
| Wedbush Securities Inc | 34,442 | $2.71M | 0.10% | +1,165+3.5% | Added |
| Fred Alger Management, LLC | 34,411 | $2.71M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 34,040 | $2.70M | 0.11% | −8,953−20.8% | Reduced |
| Northwest Investment Counselors, LLC | 33,922 | $2.67M | 0.67% | +636+1.9% | Added |
| Broderick Brian C | 33,568 | $2.64M | 0.54% | −960−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 33,565 | $2.64M | 0.08% | +2,783+9.0% | Added |
| Peak Asset Management, LLC | 33,491 | $2.64M | 0.52% | −2,251−6.3% | Reduced |
| HBW Advisory Services LLC | 33,455 | $2.63M | 0.44% | +6,229+22.9% | Added |
| Moloney Securities Asset Management, LLC | 33,426 | $2.63M | 0.38% | +1,871+5.9% | Added |
| Hengehold Capital Management LLC | 33,287 | $2.62M | 0.27% | +483+1.5% | Added |
| Evexia Wealth LLC | 32,998 | $2.62M | 0.98% | +1,539+4.9% | Added |
| Strategic Advisors LLC | 33,223 | $2.61M | 0.51% | −1,521−4.4% | Reduced |
| Nebula Research & Development LLC | 33,157 | $2.61M | 0.42% | +23,084+229.2% | Added |
| National Asset Management, Inc. | 32,863 | $2.61M | 0.07% | −7,605−18.8% | Reduced |
| Arete Wealth Advisors, LLC | 33,215 | $2.61M | 0.21% | +8,053+32.0% | Added |
| Farther Finance Advisors, LLC | 33,790 | $2.61M | 0.13% | +4,519+15.4% | Added |
| Brookstone Capital Management | 31,796 | $2.58M | 0.04% | +2,623+9.0% | Added |
| Garrett Investment Advisors LLC | 32,800 | $2.58M | 0.30% | +2,142+7.0% | Added |
| Shorepoint Capital Partners LLC | 32,495 | $2.56M | 0.60% | +798+2.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 32,410 | $2.55M | 2.13% | +360+1.1% | Added |
| TrueMark Investments, LLC | 32,331 | $2.54M | 0.87% | +11,997+59.0% | Added |
| Uncommon Cents Investing LLC | 32,213 | $2.54M | 0.80% | +1,405+4.6% | Added |
| Fayez Sarofim & Co | 32,095 | $2.53M | 0.01% | +3,000+10.3% | Added |
| LVM Capital Management Ltd | 31,941 | $2.51M | 0.29% | −3,518−9.9% | Reduced |
| Congress Wealth Management LLC | 31,836 | $2.51M | 0.04% | +31,836 | New |
| 180 Wealth Advisors, LLC | 32,049 | $2.50M | 0.41% | +2,187+7.3% | Added |
| Veriti Management LLC | 31,658 | $2.49M | 0.15% | +2,248+7.6% | Added |
| SlateStone Wealth, LLC | 31,490 | $2.48M | 0.27% | −17,402−35.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,456 | $2.48M | 0.26% | −84−0.3% | Reduced |
| Simplex Trading, LLC | 31,435 | $2.47M | 0.08% | +31,435 | New |
| StrongBox Wealth, LLC | 31,395 | $2.47M | 1.17% | +8,850+39.3% | Added |
| Autumn Glory Partners, LLC | 31,357 | $2.47M | 1.26% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 31,047 | $2.44M | 0.64% | +1,105+3.7% | Added |
| Diversify Wealth Management, LLC | 30,131 | $2.42M | 0.30% | +30,131 | New |
| Franklin Street Advisors Inc | 30,680 | $2.42M | 0.17% | −170,649−84.8% | Reduced |
| Gold Investment Management Ltd. | 30,574 | $2.41M | 1.02% | +229+0.8% | Added |
| Independent Advisor Alliance | 30,543 | $2.40M | 0.08% | −20,465−40.1% | Reduced |
| Inspire Trust Co, N.A. | 30,507 | $2.40M | 0.79% | +11,622+61.5% | Added |
| Prosperity Consulting Group, LLC | 30,500 | $2.40M | 0.33% | −17,513−36.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30,473 | $2.40M | 0.01% | −29,179−48.9% | Reduced |
| Resonant Capital Advisors, LLC | 30,034 | $2.38M | 0.19% | +404+1.4% | Added |
| Phoenix Wealth Advisors | 30,170 | $2.37M | 1.19% | +362+1.2% | Added |
| Prosight Management, LP | 30,000 | $2.36M | 0.71% | −150,000−83.3% | Reduced |
| NBT Bank N A | 29,912 | $2.35M | 0.17% | +9,687+47.9% | Added |
| Cohen Capital Management, Inc. | 29,902 | $2.35M | 0.41% | +50+0.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,815 | $2.35M | 1.69% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 29,701 | $2.34M | 0.09% | 00.0% | Unchanged |
| Wahed Invest LLC | 29,558 | $2.33M | 0.47% | +3,330+12.7% | Added |