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 |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 13,243 | $1.19M | 0.98% | −680−4.9% | Reduced |
| Wolverine Trading, LLC | 13,400 | $1.20M | 0.03% | +8,186+157.0% | Added |
| Forum Financial Management, LP | 13,296 | $1.20M | 0.02% | −460−3.3% | Reduced |
| Signaturefd, LLC | 13,332 | $1.20M | 0.02% | +551+4.3% | Added |
| Provenance Wealth Advisors, LLC | 13,370 | $1.20M | 0.15% | +260+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 13,395 | $1.21M | 0.06% | −1,166−8.0% | Reduced |
| Auxano Advisors, LLC | 13,415 | $1.21M | 0.31% | +184+1.4% | Added |
| Epiq Partners, LLC | 13,453 | $1.21M | 0.67% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.22M | 1.08% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 13,533 | $1.22M | 0.61% | +1,330+10.9% | Added |
| Whitener Capital Management, Inc. | 13,558 | $1.22M | 0.35% | −1,080−7.4% | Reduced |
| Smith, Moore & Co. | 13,568 | $1.22M | 0.12% | +678+5.3% | Added |
| Smartleaf Asset Management LLC | 13,685 | $1.22M | 0.15% | +2,468+22.0% | Added |
| Moseley Investment Management Inc | 13,578 | $1.22M | 0.49% | +190+1.4% | Added |
| Sentry LLC | 13,604 | $1.22M | 0.24% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,624 | $1.23M | 0.08% | +455+3.5% | Added |
| Avidian Wealth Solutions, LLC | 13,629 | $1.23M | 0.06% | +1,273+10.3% | Added |
| Doliver Advisors, LP | 13,646 | $1.23M | 0.34% | −250−1.8% | Reduced |
| CFS Investment Advisory Services, LLC | 13,673 | $1.23M | 0.10% | −328−2.3% | Reduced |
| Legacy Advisors, LLC | 13,681 | $1.23M | 0.13% | +648+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,711 | $1.23M | 0.05% | −531−3.7% | Reduced |
| Lipe & Dalton | 13,720 | $1.24M | 0.62% | −50−0.4% | Reduced |
| Evergreen Capital Management LLC | 13,719 | $1.24M | 0.04% | +2,297+20.1% | Added |
| 1st Source Bank | 13,876 | $1.25M | 0.07% | −1,060−7.1% | Reduced |
| Wellington Shields & Co., LLC | 13,975 | $1.26M | 0.38% | −225−1.6% | Reduced |
| Moody National Bank Trust Division | 14,020 | $1.26M | 0.14% | +357+2.6% | Added |
| Investors Research Corp | 14,044 | $1.26M | 0.28% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 14,086 | $1.27M | 0.06% | +1,950+16.1% | Added |
| NFP Retirement, Inc. | 14,230 | $1.28M | 0.10% | −1,014−6.7% | Reduced |
| Ritholtz Wealth Management | 14,242 | $1.28M | 0.04% | +4,051+39.8% | Added |
| Sandy Spring Bank | 14,243 | $1.28M | 0.05% | +1,004+7.6% | Added |
| Castlekeep Investment Advisors LLC | 14,264 | $1.28M | 0.88% | +1,734+13.8% | Added |
| Foundations Investment Advisors, LLC | 14,281 | $1.29M | 0.03% | −630−4.2% | Reduced |
| Great Waters Wealth Management | 14,283 | $1.29M | 0.17% | −484−3.3% | Reduced |
| Coldstream Capital Management Inc | 14,322 | $1.29M | 0.03% | +2,610+22.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,298 | $1.29M | 1.16% | −441−3.0% | Reduced |
| TCM Advisors, LLC | – | $1.29M | 1.06% | – | – |
| Insight Inv LLC | 14,208 | $1.29M | 1.08% | −510−3.5% | Reduced |
| Schulhoff & Co Inc | 14,375 | $1.29M | 0.54% | −725−4.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,436 | $1.30M | 0.17% | −6,166−29.9% | Reduced |
| Stock Yards Bank & Trust Co | 14,460 | $1.30M | 0.04% | −2,036−12.3% | Reduced |
| CSS LLC | 14,500 | $1.31M | 0.08% | +3,500+31.8% | Added |
| Summit Trail Advisors, LLC | 14,397 | $1.31M | 0.03% | −415−2.8% | Reduced |
| Intech Investment Management LLC | 14,512 | $1.31M | 0.01% | −3,299−18.5% | Reduced |
| Sculati Wealth Management, LLC | 14,526 | $1.31M | 0.52% | +2,572+21.5% | Added |
| New England Research & Management, Inc. | 14,527 | $1.31M | 0.61% | −1,510−9.4% | Reduced |
| Integrated Advisors Network LLC | 14,530 | $1.31M | 0.06% | +498+3.5% | Added |
| Conning Inc. | 14,552 | $1.31M | 0.04% | −232−1.6% | Reduced |
| Hilltop Holdings Inc. | 14,673 | $1.32M | 0.09% | −1,056−6.7% | Reduced |
| HM Payson & Co | 14,700 | $1.32M | 0.02% | −5,769−28.2% | Reduced |
| Boomfish Wealth Group, LLC | 14,741 | $1.33M | 0.81% | −1,138−7.2% | Reduced |
| Central Valley Advisors, LLC | 14,777 | $1.33M | 0.75% | +521+3.7% | Added |
| MSH Capital Advisors LLC | 14,799 | $1.33M | 0.41% | +235+1.6% | Added |
| Cove Private Wealth, LLC | 14,885 | $1.34M | 1.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 15,042 | $1.35M | 0.10% | +694+4.8% | Added |
| High Net Worth Advisory Group LLC | 15,105 | $1.36M | 0.38% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 15,007 | $1.36M | 0.06% | −88−0.6% | Reduced |
| Lakeside Advisors, INC. | 15,168 | $1.37M | 0.86% | −243−1.6% | Reduced |
| Rockland Trust Co | 15,277 | $1.38M | 0.07% | −823−5.1% | Reduced |
| Bank Ozk | 15,296 | $1.38M | 0.57% | −68−0.4% | Reduced |
| Dudley Capital Management, LLC | 15,317 | $1.38M | 0.72% | −324−2.1% | Reduced |
| Rehmann Capital Advisory Group | 15,183 | $1.38M | 0.09% | −1,086−6.7% | Reduced |
| Lederer & Associates Investment Counsel | 15,351 | $1.38M | 0.97% | −51−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 15,431 | $1.39M | 0.05% | +1,458+10.4% | Added |
| Maxwell Wealth Strategies Inc. | 15,599 | $1.40M | 0.59% | +852+5.8% | Added |
| Trust Asset Management LLC | 15,600 | $1.40M | 0.11% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15,613 | $1.41M | 0.35% | +94+0.6% | Added |
| ICW Investment Advisors LLC | 15,698 | $1.41M | 0.59% | +442+2.9% | Added |
| Beacon Financial Group | 15,728 | $1.42M | 0.15% | −1,455−8.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,767 | $1.42M | 0.06% | −60.0% | Reduced |
| Frank, Rimerman Advisors LLC | 15,783 | $1.42M | 0.10% | −6,629−29.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,796 | $1.43M | 0.34% | −388−2.4% | Reduced |
| Bigelow Investment Advisors, LLC | 15,973 | $1.44M | 0.64% | −306−1.9% | Reduced |
| Citizens Financial Group Inc | 15,873 | $1.44M | 0.03% | +3,805+31.5% | Added |
| Carnegie Lake Advisors LLC | 16,006 | $1.44M | 0.57% | +16,006 | New |
| Qtron Investments LLC | 16,060 | $1.45M | 0.20% | +4,239+35.9% | Added |
| EP Wealth Advisors, LLC | 16,080 | $1.45M | 0.01% | +3,825+31.2% | Added |
| StrongBox Wealth, LLC | 16,125 | $1.45M | 0.62% | −15,270−48.6% | Reduced |
| SpiderRock Advisors, LLC | 16,125 | $1.45M | 0.03% | −825−4.9% | Reduced |
| Great Lakes Retirement, Inc. | 16,136 | $1.45M | 0.19% | +43+0.3% | Added |
| Fulton Bank, N.A. | 16,326 | $1.47M | 0.06% | +937+6.1% | Added |
| Benin Management CORP | 16,326 | $1.47M | 0.41% | +25+0.2% | Added |
| Harrington Investments, INC | 16,331 | $1.47M | 0.80% | −280−1.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,332 | $1.47M | 0.55% | −427−2.5% | Reduced |
| GTS Securities LLC | 16,340 | $1.47M | 0.03% | −6,822−29.5% | Reduced |
| Vectors Research Management, LLC | 16,362 | $1.47M | 0.45% | −427−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,402 | $1.48M | 0.10% | +1,335+8.9% | Added |
| Chiron Capital Management, LLC | 16,405 | $1.48M | 1.31% | −4,382−21.1% | Reduced |
| Resources Investment Advisors, LLC. | 16,450 | $1.48M | 0.02% | +1,619+10.9% | Added |
| Visionary Horizons, LLC | 16,468 | $1.48M | 0.99% | +1,101+7.2% | Added |
| Naviter Wealth, LLC | 16,353 | $1.48M | 0.21% | −1,506−8.4% | Reduced |
| Buckingham Capital Management, Inc. | 16,498 | $1.49M | 0.17% | −79−0.5% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,543 | $1.49M | 0.63% | +406+2.5% | Added |
| Taika Capital, LP | 16,582 | $1.49M | 1.12% | +16,582 | New |
| Oak Associates, Ltd | 16,662 | $1.50M | 0.10% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 16,676 | $1.50M | 0.14% | −55,740−77.0% | Reduced |
| Proequities, Inc. | 16,609 | $1.51M | 0.09% | −307−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 16,767 | $1.51M | 0.02% | −23,379−58.2% | Reduced |
| Stone Point Wealth LLC | 16,834 | $1.52M | 0.49% | −222−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 17,023 | $1.53M | 0.41% | −1,076−5.9% | Reduced |