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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 17,062 | $1.54M | 1.05% | +205+1.2% | Added |
| Venture Visionary Partners LLC | 17,108 | $1.54M | 0.07% | −1,162−6.4% | Reduced |
| KCM Investment Advisors LLC | 17,111 | $1.54M | 0.05% | −5,638−24.8% | Reduced |
| SNS Financial Group, LLC | 17,010 | $1.54M | 0.15% | −183−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 17,298 | $1.56M | 0.07% | +558+3.3% | Added |
| Perpetual Ltd | 17,333 | $1.56M | 0.02% | −365,952−95.5% | Reduced |
| Suvretta Capital Management, LLC | 17,460 | $1.57M | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 17,524 | $1.58M | 0.25% | +389+2.3% | Added |
| New England Asset Management Inc | 17,565 | $1.58M | 0.25% | −1,235−6.6% | Reduced |
| Peterson Wealth Services | 17,568 | $1.58M | 0.51% | +1,363+8.4% | Added |
| Westside Investment Management, Inc. | 17,584 | $1.58M | 0.34% | 00.0% | Unchanged |
| Claro Advisors LLC | 17,586 | $1.58M | 0.20% | +2,723+18.3% | Added |
| Fernwood Investment Management, LLC | 17,650 | $1.59M | 0.52% | −985−5.3% | Reduced |
| Bowman & Co S.C. | 17,668 | $1.59M | 0.83% | +1,712+10.7% | Added |
| Cypress Asset Management Inc | 17,673 | $1.59M | 0.40% | −175−1.0% | Reduced |
| Trust Co of Toledo NA | 17,763 | $1.60M | 0.22% | +583+3.4% | Added |
| Valeo Financial Advisors, LLC | 17,798 | $1.60M | 0.05% | −1,144−6.0% | Reduced |
| Tectonic Advisors LLC | 17,786 | $1.60M | 0.11% | −512−2.8% | Reduced |
| ISAM Funds (UK) Ltd | 17,802 | $1.60M | 0.91% | −6,480−26.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,874 | $1.61M | 0.36% | −285−1.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,914 | $1.61M | 0.41% | +3,500+24.3% | Added |
| Brookstone Capital Management | 17,977 | $1.62M | 0.02% | −13,819−43.5% | Reduced |
| Morningstar Investment Management LLC | 18,068 | $1.63M | 0.16% | +6,853+61.1% | Added |
| AIMZ Investment Advisors, LLC | 18,112 | $1.63M | 0.56% | −145−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 18,125 | $1.63M | 0.11% | +85+0.5% | Added |
| Citizens National Bank Trust Department | 18,174 | $1.64M | 0.34% | −310−1.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 18,095 | $1.64M | 0.61% | +1,248+7.4% | Added |
| NTV Asset Management LLC | 18,290 | $1.65M | 0.22% | +2,924+19.0% | Added |
| Silvercrest Asset Management Group LLC | 18,323 | $1.65M | 0.01% | −127−0.7% | Reduced |
| LVW Advisors, LLC | 18,349 | $1.65M | 0.21% | +6,231+51.4% | Added |
| Parallel Advisors, LLC | 18,429 | $1.66M | 0.04% | −1,190−6.1% | Reduced |
| Spears Abacus Advisors LLC | 18,492 | $1.66M | 0.03% | +1,695+10.1% | Added |
| Delaney Dennis R | 18,505 | $1.67M | 0.86% | −1,515−7.6% | Reduced |
| Andra AP-fonden | 18,529 | $1.67M | 0.02% | +18,529 | New |
| AXS Investments LLC | 18,537 | $1.67M | 0.44% | −42−0.2% | Reduced |
| Wetherby Asset Management Inc | 18,608 | $1.68M | 0.08% | −409−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 18,609 | $1.68M | 0.14% | +741+4.1% | Added |
| Charter Oak Capital Management, LLC | 18,633 | $1.68M | 0.16% | +553+3.1% | Added |
| Sumitomo Life Insurance Co | 18,808 | $1.69M | 0.03% | +458+2.5% | Added |
| Jacobi Capital Management LLC | 18,908 | $1.70M | 0.13% | +39+0.2% | Added |
| Shelton Capital Management | 18,981 | $1.71M | 0.04% | +1,908+11.2% | Added |
| Red Spruce Capital, LLC | 19,000 | $1.71M | 0.78% | −226−1.2% | Reduced |
| Agate Pass Investment Management, LLC | 19,001 | $1.71M | 0.85% | −850−4.3% | Reduced |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 21,774 | $1.71M | 0.14% | 00.0% | Unchanged |
| Brown Financial Advisors | 19,099 | $1.72M | 0.71% | −3,185−14.3% | Reduced |
| Viawealth, LLC | 19,210 | $1.73M | 1.01% | +1,365+7.6% | Added |
| WCM Investment Management, LLC | 19,467 | $1.74M | 0.00% | +19,467 | New |
| Tradition Wealth Management, LLC | 19,333 | $1.74M | 0.16% | −1,895−8.9% | Reduced |
| HBK Sorce Advisory LLC | 19,346 | $1.74M | 0.05% | −1,692−8.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,548 | $1.76M | 0.11% | +1,348+7.4% | Added |
| Allen Wealth Management, LLC | 19,591 | $1.76M | 1.22% | +2,097+12.0% | Added |
| Millington Financial Advisors, LLC | 19,628 | $1.77M | 1.10% | +623+3.3% | Added |
| Atlantic Trust, LLC | 19,972 | $1.80M | 0.43% | +19,000+1,954.7% | Added |
| OV Management LLC | 20,057 | $1.81M | 1.20% | +2,821+16.4% | Added |
| Wesbanco Bank Inc | 20,068 | $1.81M | 0.06% | −4,607−18.7% | Reduced |
| First Hawaiian Bank | 20,091 | $1.81M | 0.06% | +1,682+9.1% | Added |
| Quadcap Wealth Management, LLC | 20,355 | $1.83M | 0.29% | −2,200−9.8% | Reduced |
| Regatta Capital Group, LLC | 20,355 | $1.83M | 0.36% | −301−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 20,500 | $1.85M | 0.48% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 20,548 | $1.85M | 0.42% | +500+2.5% | Added |
| Lowe Brockenbrough & Co Inc | 20,398 | $1.85M | 0.12% | −793−3.7% | Reduced |
| Koss-Olinger Consulting, LLC | 20,592 | $1.85M | 0.16% | −1,282−5.9% | Reduced |
| Albion Financial Group | 20,648 | $1.86M | 0.13% | +90.0% | Added |
| Change Path, LLC | 20,672 | $1.86M | 0.06% | +15,225+279.5% | Added |
| Equitable Trust Co | 20,677 | $1.86M | 0.12% | +3,869+23.0% | Added |
| Intrua Financial, LLC | 20,782 | $1.87M | 0.30% | −1,327−6.0% | Reduced |
| Platform Technology Partners | 20,905 | $1.88M | 0.59% | −33−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 20,949 | $1.89M | 0.04% | +2,197+11.7% | Added |
| Western Wealth Management, LLC | 21,019 | $1.89M | 0.11% | +12,575+148.9% | Added |
| Gibbs Wealth Management | 21,027 | $1.89M | 0.61% | +3,453+19.6% | Added |
| Eastern Bank | 21,121 | $1.90M | 0.03% | +21,121 | New |
| Claret Asset Management Corp | 21,164 | $1.91M | 0.31% | −717−3.3% | Reduced |
| Profund Advisors LLC | 21,248 | $1.91M | 0.07% | +1,067+5.3% | Added |
| Northcape Wealth Management, LLC | 21,264 | $1.91M | 0.63% | −2,146−9.2% | Reduced |
| Tealwood Asset Management Inc | 21,280 | $1.92M | 0.84% | −243−1.1% | Reduced |
| Strengthening Families & Communities, LLC | 21,285 | $1.92M | 0.49% | +1,622+8.2% | Added |
| Notis-McConarty Edward | 21,345 | $1.92M | 0.87% | −3,845−15.3% | Reduced |
| Northwest & Ethical Investments L.P. | 21,351 | $1.92M | 0.05% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 21,377 | $1.92M | 0.96% | +810+3.9% | Added |
| Sawyer & Company, Inc | 21,443 | $1.93M | 0.71% | +92+0.4% | Added |
| LifePlan Financial, LLC | 21,505 | $1.94M | 1.66% | +1,329+6.6% | Added |
| Drexel Morgan & Co. | 21,546 | $1.94M | 0.36% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 21,573 | $1.94M | 1.45% | −6,079−22.0% | Reduced |
| Pitcairn Co | 21,646 | $1.95M | 0.12% | −2,298−9.6% | Reduced |
| Crestline Management, LP | 21,661 | $1.95M | 0.11% | +21,661 | New |
| Pettyjohn, Wood & White, Inc | 21,676 | $1.95M | 0.36% | −837−3.7% | Reduced |
| We Are One Seven, LLC | 21,770 | $1.96M | 0.08% | +711+3.4% | Added |
| Cascade Investment Advisors, Inc. | 21,884 | $1.97M | 1.25% | +840+4.0% | Added |
| Catalytic Wealth RIA, LLC | 21,998 | $1.98M | 0.35% | +4,399+25.0% | Added |
| Aviso Financial Inc. | 22,261 | $2.00M | 0.10% | +1,141+5.4% | Added |
| Prime Capital Investment Advisors, LLC | 22,289 | $2.01M | 0.03% | −22,854−50.6% | Reduced |
| Hilltop National Bank | 22,357 | $2.01M | 0.61% | −125−0.6% | Reduced |
| Webster Bank, N. A. | 22,384 | $2.02M | 0.21% | −4,268−16.0% | Reduced |
| Bradley Foster & Sargent Inc | 22,560 | $2.03M | 0.03% | −2,714−10.7% | Reduced |
| SevenBridge Financial Group, LLC | 23,139 | $2.04M | 0.39% | −60−0.3% | Reduced |
| Bowen Hanes & Co Inc | 22,695 | $2.04M | 0.05% | +2,760+13.8% | Added |
| Lineweaver Wealth Advisors, LLC | 22,705 | $2.04M | 0.39% | −234−1.0% | Reduced |
| WCG Wealth Advisors LLC | 22,778 | $2.05M | 0.14% | −596−2.5% | Reduced |
| Berger Financial Group, Inc | 22,867 | $2.06M | 0.15% | −464−2.0% | Reduced |