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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; 2,149 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Medtronic plc as of Sep 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
2,075
+63 vs. Q2 2024
Shares held
1.05B
+103.3M (+10.9%) vs. Q2 2024
Total value
$94.7B
+$19.9B (+26.6%) vs. Q2 2024
New holders
180
764 more added
Sold out
117
907 more reduced

25 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 2,075 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,149 institutions
Value heldQ3 2024: $94.7B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2024.

Institutions holding MDT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
West Branch Capital LLC0$420.00%0New
Koesten, Hirschmann & Crabtree, INC.1$1270.00%00.0%Unchanged
TruNorth Capital Management, LLC2$1800.00%00.0%Unchanged
Kozak & Associates, Inc.2$1800.00%00.0%Unchanged
Wiser Advisor Group LLC2$1860.00%−1−33.3%Reduced
Heritage Wealth Advisors3$2440.00%−198−98.5%Reduced
Mendota Financial Group, LLC3$2710.00%+3New
Reston Wealth Management LLC5$4500.00%+5New
ClariVest Asset Management LLC8$6350.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.8$7210.00%+8New
Lowe Wealth Advisors, LLC9$8100.00%00.0%Unchanged
ZynergyRetirementPlanningLLC9$8100.00%00.0%Unchanged
West Paces Advisors Inc.10$9000.00%00.0%Unchanged
Financial Gravity Companies, Inc.10$9000.00%+10New
Robbins Farley LLC10$9010.00%+10New
Picton Mahoney Asset Management12$1.00K0.00%+12New
Roble, Belko & Company, Inc14$1.00K0.00%+14New
Talon Private Wealth, LLC12$1.08K0.00%+12New
Oliver Lagore Vanvalin Investment Group15$1.35K0.00%00.0%Unchanged
Painted Porch Advisors LLC22$1.98K0.00%00.0%Unchanged
Granite FO LLC23$2.07K0.00%+23New
Clean Yield Group24$2.16K0.00%+24New
Northwest Capital Management Inc28$2.52K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC30$2.64K0.00%+30New
Legacy Wealth Managment, LLC30$2.64K0.00%+30New
McMahon Financial Advisors, LLC30$2.70K0.00%00.0%Unchanged
Aspect Partners, LLC30$2.70K0.00%00.0%Unchanged
Covestor Ltd31$3.00K0.00%+3+10.7%Added
Valued Wealth Advisors LLC34$3.08K0.00%+11+47.8%Added
Fairman Group, LLC36$3.27K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$3.33K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC37$3.33K0.00%−180−82.9%Reduced
Wells Financial Advisors INC37$3.36K0.00%+37New
Clarity Asset Management, Inc.39$3.48K0.00%+1+2.6%Added
Rakuten Securities, Inc.39$3.51K0.00%−624−94.1%Reduced
HBC Financial Services, PLLC50$4.00K0.00%−161−76.3%Reduced
Flaharty Asset Management, LLC46$4.14K0.00%+46New
Cedar Mountain Advisors, LLC50$4.50K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC55$4.95K0.00%00.0%Unchanged
Stephenson National Bank & Trust58$5.22K0.00%+58New
Stone House Investment Management, LLC60$5.40K0.00%00.0%Unchanged
POM Investment Strategies, LLC63$5.67K0.00%+2+3.3%Added
Sugarloaf Wealth Management, LLC64$5.76K0.00%−8−11.1%Reduced
DiNuzzo Private Wealth, Inc.65$5.85K0.00%+1+1.6%Added
West Oak Capital, LLC65$5.90K0.00%−420−86.6%Reduced
Hazlett, Burt & Watson, Inc.76$7.00K0.00%−435−85.1%Reduced
Horizon Bancorp Inc82$7.00K0.00%00.0%Unchanged
Gs Investments, Inc.82$7.38K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC84$7.62K0.00%+84New
Caitlin John, LLC90$7.96K0.01%+79+718.2%Added
Atticus Wealth Management, LLC90$8.10K0.00%−8−8.2%Reduced
Pacific Capital Wealth Advisors, Inc92$8.28K0.00%−203−68.8%Reduced
Halpern Financial, Inc.95$8.47K0.00%00.0%Unchanged
SWAN Capital LLC96$8.64K0.00%−270−73.8%Reduced
Penserra Capital Management LLC108$9.00K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$9.00K0.00%00.0%Unchanged
Creekmur Asset Management LLC100$9.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc100$9.00K0.00%+100New
FWL Investment Management, LLC100$9.00K0.00%+100New
Atlantic Private Wealth, LLC100$9.00K0.01%+100New
Gables Capital Management Inc.103$9.27K0.00%−186−64.4%Reduced
Investment Research & Advisory Group, Inc.109$9.81K0.00%00.0%Unchanged
Naples Money Management LLC109$9.81K0.01%+25+29.8%Added
PFS Partners, LLC113$10.2K0.01%+1+0.9%Added
Transcendent Capital Group LLC115$10.4K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.119$10.7K0.01%00.0%Unchanged
WFA of San Diego, LLC120$10.8K0.01%00.0%Unchanged
Avion Wealth125$11.0K0.00%+1+0.8%Added
MeadowBrook Investment Advisors LLC124$11.2K0.01%00.0%Unchanged
Private Wealth Management Group, LLC125$11.3K0.00%00.0%Unchanged
Baldwin Brothers Inc126$11.3K0.00%−14−10.0%Reduced
Grayhawk Investment Strategies Inc.127$11.4K0.02%00.0%Unchanged
Global Financial Private Client, LLC127$11.4K0.00%+105+477.3%Added
IAG Wealth Partners, LLC128$11.6K0.00%+1+0.8%Added
Blue Bell Private Wealth Management, LLC130$11.7K0.00%+56+75.7%Added
Paladin Advisory Group, LLC132$11.9K0.01%00.0%Unchanged
Fairfield Financial Advisors, LTD135$12.2K0.00%00.0%Unchanged
Global Wealth Strategies & Associates135$12.2K0.00%+10+8.0%Added
C M Bidwell & Associates Ltd136$12.2K0.01%+45+49.5%Added
New Millennium Group LLC139$12.6K0.01%−31−18.2%Reduced
Stephens Consulting, LLC140$12.6K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC144$13.0K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.147$13.3K0.00%−155−51.3%Reduced
FSC Wealth Advisors, LLC148$13.4K0.01%+1+0.7%Added
Ritter Daniher Financial Advisory LLC153$13.8K0.00%00.0%Unchanged
Clear Point Advisors Inc.155$14.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC150$14.0K0.00%00.0%Unchanged
Anfield Capital Management, LLC161$14.5K0.01%+105+187.5%Added
Red Tortoise LLC162$14.6K0.01%00.0%Unchanged
Tortoise Investment Management, LLC176$15.9K0.00%+18+11.4%Added
Security National Bank179$16.1K0.00%00.0%Unchanged
Main Street Group, LTD184$16.6K0.01%+49+36.3%Added
Union Savings Bank185$16.7K0.01%−140−43.1%Reduced
New Age Alpha Advisors, LLC190$17.1K0.01%+190New
Kimelman & Baird, LLC191$17.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC194$17.5K0.00%−29−13.0%Reduced
Kiely Wealth Advisory Group, Inc.200$17.8K0.01%00.0%Unchanged
Fairscale Capital, LLC197$17.9K0.02%00.0%Unchanged
ESL Trust Services, LLC200$18.0K0.00%−64−24.2%Reduced
Avalon Trust Co200$18.0K0.00%00.0%Unchanged