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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adviser Investments LLC | 10,178 | $916.3K | 0.01% | +224+2.3% | Added |
| IFP Advisors, Inc | 10,362 | $932.9K | 0.03% | −926−8.2% | Reduced |
| Studio Investment Management LLC | 10,350 | $939.1K | 0.20% | +1,085+11.7% | Added |
| Partnership Wealth Management, LLC | 10,484 | $943.9K | 0.67% | −6,007−36.4% | Reduced |
| Jmac Enterprises LLC | 10,507 | $945.9K | 0.15% | +714+7.3% | Added |
| Stevens Capital Management LP | 10,536 | $949.0K | 0.14% | +10,536 | New |
| Neville Rodie & Shaw Inc | 10,568 | $951.0K | 0.07% | −3,160−23.0% | Reduced |
| Plimoth Trust Co LLC | 10,598 | $954.1K | 0.24% | −3,605−25.4% | Reduced |
| Peloton Wealth Strategists | 10,620 | $956.0K | 0.38% | −1,315−11.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,658 | $959.5K | 0.88% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,677 | $961.3K | 0.24% | +712+7.1% | Added |
| Stableford Capital II LLC | 10,851 | $969.6K | 0.39% | −26−0.2% | Reduced |
| Jump Financial, LLC | 10,774 | $970.0K | 0.02% | −251,188−95.9% | Reduced |
| Headlands Technologies LLC | 10,779 | $970.4K | 0.11% | +10,779 | New |
| Shum Financial Group, Inc. | 10,827 | $971.0K | 0.81% | +10,827 | New |
| Sheaff Brock Investment Advisors, LLC | 10,802 | $972.5K | 0.09% | +84+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 10,815 | $973.7K | 0.26% | −10,991−50.4% | Reduced |
| Ontario Teachers Pension Plan Board | 10,875 | $979.1K | 0.01% | −7,914−42.1% | Reduced |
| Eagle Harbor Asset Management Inc | 10,882 | $979.7K | 0.97% | −182−1.6% | Reduced |
| 17 Capital Partners, LLC | 10,895 | $980.9K | 0.64% | 00.0% | Unchanged |
| Monetary Management Group Inc | 10,925 | $983.6K | 0.25% | −275−2.5% | Reduced |
| Lantern Wealth Advisors, LLC | 10,937 | $984.7K | 0.68% | −10.0% | Reduced |
| Old National Bancorp | 10,938 | $984.7K | 0.02% | +1,230+12.7% | Added |
| Chilton Capital Management LLC | 10,994 | $989.8K | 0.04% | −842−7.1% | Reduced |
| Commerzbank Aktiengesellschaft | 11,049 | $995.0K | 0.03% | +6,041+120.6% | Added |
| Trust Point Inc. | 11,112 | $1.00M | 0.08% | −398−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 12,716 | $1.00M | 0.01% | +2,979+30.6% | Added |
| City Holding Co | 11,136 | $1.00M | 0.14% | −582−5.0% | Reduced |
| St. Clair Advisors, LLC | 11,162 | $1.00M | 0.29% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 11,195 | $1.01M | 0.14% | +197+1.8% | Added |
| McDonald Partners LLC | 11,200 | $1.01M | 0.25% | −145−1.3% | Reduced |
| SPC Financial, Inc. | 11,305 | $1.02M | 0.09% | +1,004+9.7% | Added |
| LS Investment Advisors, LLC | 11,330 | $1.02M | 0.15% | −1,880−14.2% | Reduced |
| FRG Family Wealth Advisors LLC | 11,353 | $1.02M | 0.18% | 00.0% | Unchanged |
| Guidance Capital, Inc | 11,088 | $1.02M | 0.32% | +95+0.9% | Added |
| Chicago Trust Co NA | 11,378 | $1.02M | 0.18% | +1,045+10.1% | Added |
| Xcel Wealth Management, LLC | 11,426 | $1.03M | 0.30% | −190−1.6% | Reduced |
| Accredited Investors Inc. | 11,434 | $1.03M | 0.06% | +876+8.3% | Added |
| Cherry Tree Wealth Management, LLC | 11,456 | $1.03M | 0.24% | −1,152−9.1% | Reduced |
| Aptus Capital Advisors, LLC | 11,500 | $1.04M | 0.02% | +1,487+14.9% | Added |
| Main Street Financial Solutions, LLC | 11,527 | $1.04M | 0.10% | −858−6.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,504 | $1.04M | 0.29% | +344+3.1% | Added |
| Unique Wealth Strategies, LLC | 11,600 | $1.04M | 0.45% | −1,566−11.9% | Reduced |
| Peoples Bank | 11,614 | $1.05M | 0.70% | −645−5.3% | Reduced |
| Sawgrass Asset Management LLC | 11,667 | $1.05M | 0.11% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 11,677 | $1.05M | 0.61% | +150+1.3% | Added |
| Pallas Capital Advisors LLC | 11,554 | $1.05M | 0.04% | +3,747+48.0% | Added |
| Perigon Wealth Management, LLC | 11,720 | $1.06M | 0.03% | +330+2.9% | Added |
| Calamos Wealth Management LLC | 11,803 | $1.06M | 0.05% | −1,036−8.1% | Reduced |
| Saxon Interests, Inc. | 11,848 | $1.07M | 0.49% | +1,665+16.4% | Added |
| NorthRock Partners, LLC | 11,791 | $1.07M | 0.04% | −362−3.0% | Reduced |
| Bangor Savings Bank | 11,882 | $1.07M | 0.10% | −767−6.1% | Reduced |
| River Street Advisors LLC | 11,894 | $1.07M | 0.58% | +173+1.5% | Added |
| Atlas Private Wealth Advisors | 11,898 | $1.07M | 0.16% | +1,164+10.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,934 | $1.07M | 0.81% | −236−1.9% | Reduced |
| HMS Capital Management, LLC | 11,963 | $1.08M | 0.53% | +1,203+11.2% | Added |
| Nemes Rush Group LLC | 12,378 | $1.08M | 0.16% | +3,019+32.3% | Added |
| Atomi Financial Group, Inc. | 11,989 | $1.08M | 0.07% | +3,230+36.9% | Added |
| Jupiter Wealth Management LLC | 12,000 | $1.08M | 0.55% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 12,075 | $1.09M | 0.14% | +3,844+46.7% | Added |
| Whittier Trust Co of Nevada Inc | 12,118 | $1.09M | 0.03% | −294−2.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,179 | $1.10M | 0.30% | +1,903+18.5% | Added |
| Canandaigua National Bank & Trust Co | 12,250 | $1.10M | 0.10% | −711−5.5% | Reduced |
| Planning Capital Management Corp | 12,402 | $1.12M | 0.74% | +6,873+124.3% | Added |
| Stratos Wealth Advisors, LLC | 12,406 | $1.12M | 0.05% | +4,565+58.2% | Added |
| Pflug Koory, LLC | 12,408 | $1.12M | 0.55% | +12,408 | New |
| Cypress Capital Group | 12,473 | $1.12M | 0.13% | +2,798+28.9% | Added |
| Jacobs & Co | 12,516 | $1.13M | 0.11% | −9,243−42.5% | Reduced |
| Colonial Trust Co | 12,523 | $1.13M | 0.17% | −124−1.0% | Reduced |
| XML Financial, LLC | 12,536 | $1.13M | 0.10% | +1,351+12.1% | Added |
| Harbor Investment Advisory, LLC | 12,567 | $1.13M | 0.11% | −306−2.4% | Reduced |
| Baader Bank INC | 12,613 | $1.14M | 0.10% | −4,900−28.0% | Reduced |
| Rowland & Co Investment Counsel | 12,626 | $1.14M | 0.23% | −830−6.2% | Reduced |
| Meridian Investment Counsel Inc. | 12,637 | $1.14M | 0.34% | +7,948+169.5% | Added |
| Legacy Capital Group California, Inc. | 12,656 | $1.14M | 0.38% | +557+4.6% | Added |
| Kings Path Partners LLC | 12,677 | $1.14M | 0.48% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,697 | $1.14M | 0.11% | −578−4.4% | Reduced |
| Anchor Capital Advisors LLC | 12,700 | $1.14M | 0.03% | −40−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 12,778 | $1.15M | 0.08% | +586+4.8% | Added |
| Alpha DNA Investment Management LLC | 12,781 | $1.15M | 0.63% | −9,504−42.6% | Reduced |
| Essex Financial Services, Inc. | 12,637 | $1.15M | 0.08% | −1,403−10.0% | Reduced |
| Leisure Capital Management | 12,800 | $1.15M | 0.49% | +814+6.8% | Added |
| FSB Premier Wealth Management, Inc. | 12,850 | $1.16M | 0.47% | +2,495+24.1% | Added |
| Greenleaf Trust | 12,921 | $1.16M | 0.01% | −3,898−23.2% | Reduced |
| Rossmore Private Capital | 12,932 | $1.16M | 0.14% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 12,945 | $1.17M | 0.17% | +890+7.4% | Added |
| Legacy Financial Advisors, Inc. | 12,953 | $1.17M | 0.20% | −237−1.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,978 | $1.17M | 0.23% | +189+1.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.17M | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.17M | 0.14% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 13,009 | $1.17M | 0.09% | −1,130−8.0% | Reduced |
| GAMMA Investing LLC | 13,024 | $1.17M | 0.12% | +3,289+33.8% | Added |
| Iowa State Bank | 13,048 | $1.17M | 0.24% | +13,048 | New |
| Ballentine Partners, LLC | 13,072 | $1.18M | 0.02% | −1,483−10.2% | Reduced |
| Umb Bank N A | 13,123 | $1.18M | 0.02% | −652−4.7% | Reduced |
| DT Investment Partners, LLC | 13,127 | $1.18M | 0.10% | +371+2.9% | Added |
| Aberdeen Wealth Management LLC | 13,129 | $1.18M | 0.78% | −1,151−8.1% | Reduced |
| Guardian Wealth Management, Inc. | 13,131 | $1.18M | 0.83% | +115+0.9% | Added |
| Summit Financial, LLC | 13,081 | $1.19M | 0.05% | +915+7.5% | Added |
| Cigna Investments Inc | 13,207 | $1.19M | 0.21% | −720−5.2% | Reduced |