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 |
|---|---|---|---|---|---|
| NovaPoint Capital, LLC | 29,518 | $2.32M | 0.79% | +1,007+3.5% | Added |
| Atom Investors LP | 29,495 | $2.32M | 0.23% | −39,268−57.1% | Reduced |
| Leo Wealth, LLC | 29,568 | $2.32M | 0.24% | +2,824+10.6% | Added |
| Great Lakes Advisors, LLC | 28,926 | $2.28M | 0.02% | −13,727−32.2% | Reduced |
| Old North State Wealth Management, LLC | 28,733 | $2.26M | 1.49% | +1,647+6.1% | Added |
| Wolverine Asset Management LLC | 28,734 | $2.26M | 0.04% | +23,822+485.0% | Added |
| Sigma Planning Corp | 28,719 | $2.26M | 0.07% | +3,838+15.4% | Added |
| Parsons Capital Management Inc | 28,712 | $2.26M | 0.15% | −3,146−9.9% | Reduced |
| IFG Advisory, LLC | 28,662 | $2.26M | 0.14% | +2,360+9.0% | Added |
| HighPoint Advisor Group LLC | 27,923 | $2.26M | 0.13% | +15,670+127.9% | Added |
| Global Retirement Partners, LLC | 28,549 | $2.25M | 0.07% | +4,241+17.4% | Added |
| Fifth Third Wealth Advisors LLC | 28,521 | $2.24M | 0.17% | +14,375+101.6% | Added |
| Glassy Mountain Advisors, Inc. | 28,371 | $2.23M | 0.83% | −442−1.5% | Reduced |
| Johnson Financial Group, Inc. | 28,121 | $2.23M | 0.11% | +19,127+212.7% | Added |
| Argent Advisors, Inc. | 28,328 | $2.23M | 0.89% | +1,199+4.4% | Added |
| Miracle Mile Advisors, LLC | 28,279 | $2.23M | 0.05% | −335−1.2% | Reduced |
| Twin Capital Management Inc | 28,239 | $2.22M | 0.26% | −365−1.3% | Reduced |
| Lynx Capital Group Ltd | 28,163 | $2.22M | 1.53% | +56+0.2% | Added |
| Fullcircle Wealth LLC | 27,714 | $2.22M | 1.09% | +27,714 | New |
| JNBA Financial Advisors | 28,108 | $2.21M | 0.23% | −501−1.8% | Reduced |
| Slagle Financial, LLC | 27,865 | $2.19M | 1.12% | +1,761+6.7% | Added |
| Rodgers Brothers Inc. | 27,837 | $2.19M | 0.30% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 27,700 | $2.18M | 0.51% | +2,822+11.3% | Added |
| Twin City Private Wealth, LLC | 27,452 | $2.18M | 2.06% | +668+2.5% | Added |
| Granite Group Advisors, LLC | 27,665 | $2.18M | 1.65% | +1,224+4.6% | Added |
| Banco de Sabadell, S.A | 27,652 | $2.18M | 1.60% | +2,748+11.0% | Added |
| Berkeley Capital Partners, LLC | 27,629 | $2.17M | 0.65% | +1,446+5.5% | Added |
| Stonebrook Private Inc. | 27,290 | $2.15M | 0.62% | +2,191+8.7% | Added |
| Leelyn Smith, LLC | 27,284 | $2.15M | 0.42% | −14,125−34.1% | Reduced |
| Atlantic Union Bankshares Corp | 27,166 | $2.14M | 0.13% | +23,392+619.8% | Added |
| Berry Wealth Group, LP | 27,036 | $2.13M | 1.70% | +1,387+5.4% | Added |
| Boston Family Office LLC | 26,892 | $2.12M | 0.15% | −1,940−6.7% | Reduced |
| Ridgewood Investments LLC | 26,867 | $2.11M | 1.06% | −73−0.3% | Reduced |
| Petredis Investment Advisors LLC | 26,860 | $2.11M | 0.24% | −39−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 26,788 | $2.11M | 0.31% | +4,519+20.3% | Added |
| Evercore Wealth Management, LLC | 26,701 | $2.10M | 0.03% | +285+1.1% | Added |
| Webster Bank, N. A. | 26,652 | $2.10M | 0.23% | −735−2.7% | Reduced |
| Freestone Capital Holdings, LLC | 26,623 | $2.10M | 0.08% | +2,273+9.3% | Added |
| Garrison Asset Management, LLC | 26,549 | $2.09M | 1.10% | +119+0.5% | Added |
| Empire Financial Management Company, LLC | 26,488 | $2.08M | 0.69% | −151−0.6% | Reduced |
| Delta Capital Management LLC | 26,305 | $2.07M | 1.25% | −100.0% | Reduced |
| Palouse Capital Management, Inc. | 26,199 | $2.06M | 1.38% | −425−1.6% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.06M | 0.25% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26,163 | $2.06M | 0.82% | +1,526+6.2% | Added |
| Beach Investment Counsel Inc | 26,060 | $2.05M | 0.25% | −8,463−24.5% | Reduced |
| EagleClaw Capital Managment, LLC | 26,035 | $2.05M | 0.37% | +725+2.9% | Added |
| First National Advisers, LLC | 25,820 | $2.03M | 0.37% | +382+1.5% | Added |
| Catalyst Capital Advisors LLC | 25,800 | $2.03M | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 25,550 | $2.03M | 0.23% | +919+3.7% | Added |
| Allworth Financial LP | 25,494 | $2.03M | 0.01% | −3,948−13.4% | Reduced |
| CoreCap Advisors, LLC | 25,632 | $2.02M | 0.21% | +1,031+4.2% | Added |
| LMCG Investments, LLC | 25,571 | $2.01M | 0.12% | −175−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 25,539 | $2.01M | 0.63% | +977+4.0% | Added |
| Bradley Foster & Sargent Inc | 25,274 | $1.99M | 0.04% | −1,834−6.8% | Reduced |
| Notis-McConarty Edward | 25,190 | $1.98M | 0.78% | −215−0.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,045 | $1.97M | 1.35% | +380+1.5% | Added |
| NVWM, LLC | 24,787 | $1.97M | 0.52% | +1,360+5.8% | Added |
| Valtinson Bruner Financial Planning LLC | 24,963 | $1.96M | 0.78% | −1,161−4.4% | Reduced |
| RFG Advisory, LLC | 24,950 | $1.96M | 0.06% | +1,874+8.1% | Added |
| Vestcor Inc | 24,754 | $1.95M | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 24,675 | $1.94M | 0.07% | −2,161−8.1% | Reduced |
| Spinnaker Trust | 24,646 | $1.94M | 0.12% | +200+0.8% | Added |
| MV Capital Management, Inc. | 24,559 | $1.93M | 0.22% | +544+2.3% | Added |
| Manhattan West Asset Management, LLC | 24,505 | $1.93M | 0.52% | −3,872−13.6% | Reduced |
| BDF-Gestion | 24,320 | $1.91M | 0.18% | +24,320 | New |
| ISAM Funds (UK) Ltd | 24,282 | $1.91M | 1.43% | +12,006+97.8% | Added |
| Money Concepts Capital Corp | 24,214 | $1.91M | 0.16% | +1,041+4.5% | Added |
| Park Avenue Securities LLC | 24,184 | $1.90M | 0.02% | −22,580−48.3% | Reduced |
| Oarsman Capital, Inc. | 24,063 | $1.89M | 0.42% | +7,601+46.2% | Added |
| Horizon Investments, LLC | 23,993 | $1.89M | 0.05% | +100.0% | Added |
| LGT Fund Management Co Ltd. | 23,950 | $1.89M | 0.23% | +23,950 | New |
| Citadel Investment Advisory, Inc. | 23,950 | $1.89M | 1.07% | 00.0% | Unchanged |
| Pitcairn Co | 23,944 | $1.88M | 0.12% | +3,362+16.3% | Added |
| Creative Financial Designs Inc | 23,927 | $1.88M | 0.17% | +1,145+5.0% | Added |
| SevenBridge Financial Group, LLC | 23,199 | $1.87M | 0.41% | −296−1.3% | Reduced |
| Walleye Trading LLC | 23,649 | $1.86M | 0.04% | +23,649 | New |
| Northcape Wealth Management, LLC | 23,410 | $1.84M | 0.66% | −336−1.4% | Reduced |
| WCG Wealth Advisors LLC | 23,374 | $1.84M | 0.14% | +2,706+13.1% | Added |
| Axxcess Wealth Management, LLC | 23,338 | $1.84M | 0.05% | −4,198−15.2% | Reduced |
| Berger Financial Group, Inc | 23,331 | $1.84M | 0.15% | −2,603−10.0% | Reduced |
| GTS Securities LLC | 23,162 | $1.82M | 0.04% | −19,752−46.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,939 | $1.81M | 0.37% | +272+1.2% | Added |
| Greenline Partners, LLC | 23,304 | $1.80M | 0.27% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 22,749 | $1.79M | 0.06% | −37,212−62.1% | Reduced |
| Wintrust Investments LLC | 22,644 | $1.78M | 0.15% | +1,358+6.4% | Added |
| Quadcap Wealth Management, LLC | 22,555 | $1.78M | 0.32% | +3,271+17.0% | Added |
| Pettyjohn, Wood & White, Inc | 22,513 | $1.77M | 0.34% | −776−3.3% | Reduced |
| Hilltop National Bank | 22,482 | $1.77M | 0.57% | +6,452+40.2% | Added |
| Frank, Rimerman Advisors LLC | 22,412 | $1.76M | 0.12% | +22,064+6,340.2% | Added |
| Prudential PLC | 22,322 | $1.76M | 0.01% | +3,335+17.6% | Added |
| GeoWealth Management, LLC | 22,297 | $1.75M | 0.08% | +3,587+19.2% | Added |
| Alpha DNA Investment Management LLC | 22,285 | $1.75M | 1.00% | −931−4.0% | Reduced |
| Brown Financial Advisors | 22,284 | $1.75M | 0.78% | +22,284 | New |
| Ingalls & Snyder LLC | 22,209 | $1.75M | 0.08% | −1,253−5.3% | Reduced |
| Wright Investors Service Inc | 22,172 | $1.75M | 0.46% | +22,172 | New |
| Arnhold LLC | 22,140 | $1.74M | 0.18% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 22,119 | $1.74M | 1.43% | −73−0.3% | Reduced |
| Intrua Financial, LLC | 22,109 | $1.74M | 0.28% | −983−4.3% | Reduced |
| Claret Asset Management Corp | 21,881 | $1.72M | 0.31% | −5,925−21.3% | Reduced |
| Koss-Olinger Consulting, LLC | 21,874 | $1.72M | 0.16% | +21,874 | New |