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 |
|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 23,013 | $2.07M | 0.72% | −1,950−7.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,075 | $2.08M | 0.28% | +1,876+8.8% | Added |
| Axxcess Wealth Management, LLC | 23,206 | $2.09M | 0.05% | −132−0.6% | Reduced |
| Greenline Partners, LLC | 23,304 | $2.10M | 0.30% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 23,400 | $2.11M | 0.03% | +23,400 | New |
| MV Capital Management, Inc. | 23,419 | $2.11M | 0.22% | −1,140−4.6% | Reduced |
| Horizon Investments, LLC | 23,470 | $2.11M | 0.06% | −523−2.2% | Reduced |
| Prosperity Consulting Group, LLC | 23,478 | $2.11M | 0.16% | −7,022−23.0% | Reduced |
| GeoWealth Management, LLC | 23,650 | $2.13M | 0.08% | +1,353+6.1% | Added |
| Edgestream Partners, L.P. | 23,737 | $2.14M | 0.09% | +20,705+682.9% | Added |
| Money Concepts Capital Corp | 23,898 | $2.15M | 0.16% | −316−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 24,036 | $2.16M | 0.13% | −3,130−11.5% | Reduced |
| Manhattan West Asset Management, LLC | 24,067 | $2.17M | 0.56% | −438−1.8% | Reduced |
| Citadel Investment Advisory, Inc. | 24,200 | $2.18M | 1.15% | +250+1.0% | Added |
| RFG Advisory, LLC | 24,218 | $2.18M | 0.07% | −732−2.9% | Reduced |
| LMCG Investments, LLC | 24,392 | $2.20M | 0.13% | −1,179−4.6% | Reduced |
| Larson Financial Group LLC | 24,675 | $2.22M | 0.13% | +3,903+18.8% | Added |
| Vestcor Inc | 24,754 | $2.23M | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24,784 | $2.23M | 0.19% | +857+3.6% | Added |
| Spinnaker Trust | 24,808 | $2.23M | 0.14% | +162+0.7% | Added |
| Beach Investment Counsel Inc | 24,932 | $2.25M | 0.28% | −1,128−4.3% | Reduced |
| LGT Fund Management Co Ltd. | 25,225 | $2.25M | 0.23% | +1,275+5.3% | Added |
| Park Avenue Securities LLC | 24,993 | $2.25M | 0.03% | +809+3.3% | Added |
| HighPoint Advisor Group LLC | 25,001 | $2.25M | 0.13% | −2,922−10.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 25,045 | $2.25M | 1.42% | 00.0% | Unchanged |
| Foster & Motley Inc | 25,076 | $2.26M | 0.14% | +4,619+22.6% | Added |
| Ridgewood Investments LLC | 25,119 | $2.26M | 1.13% | −1,748−6.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 25,124 | $2.26M | 1.81% | +9,168+57.5% | Added |
| Asio Capital, LLC | 25,287 | $2.28M | 0.43% | −33,758−57.2% | Reduced |
| Voya Financial Advisors, Inc. | 25,719 | $2.30M | 0.25% | +169+0.7% | Added |
| Freestone Capital Holdings, LLC | 25,858 | $2.33M | 0.08% | −765−2.9% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.36M | 0.25% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 26,202 | $2.36M | 1.42% | +7,037+36.7% | Added |
| Twin City Private Wealth, LLC | 26,079 | $2.37M | 2.05% | −1,373−5.0% | Reduced |
| Delta Capital Management LLC | 26,305 | $2.37M | 1.37% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 26,314 | $2.37M | 1.20% | −235−0.9% | Reduced |
| SG Americas Securities, LLC | 26,460 | $2.38M | 0.01% | −207,533−88.7% | Reduced |
| Twin Capital Management Inc | 26,472 | $2.38M | 0.27% | −1,767−6.3% | Reduced |
| Banque Pictet & Cie SA | 26,727 | $2.41M | 0.02% | −34,782−56.5% | Reduced |
| Fullcircle Wealth LLC | 26,561 | $2.41M | 1.08% | −1,153−4.2% | Reduced |
| First Horizon Advisors, Inc. | 26,751 | $2.41M | 0.07% | −132,466−83.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26,753 | $2.41M | 0.01% | −3,720−12.2% | Reduced |
| Evercore Wealth Management, LLC | 26,861 | $2.42M | 0.04% | +160+0.6% | Added |
| Boston Family Office LLC | 26,892 | $2.42M | 0.16% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 26,909 | $2.42M | 0.64% | −381−1.4% | Reduced |
| Petredis Investment Advisors LLC | 26,934 | $2.42M | 0.26% | +74+0.3% | Added |
| Cary Street Partners Asset Management LLC | 26,970 | $2.43M | 0.32% | +182+0.7% | Added |
| Empire Financial Management Company, LLC | 26,981 | $2.43M | 0.75% | +493+1.9% | Added |
| Arete Wealth Advisors, LLC | 27,092 | $2.43M | 0.21% | −6,123−18.4% | Reduced |
| Gladstone Institutional Advisory LLC | 27,041 | $2.43M | 0.12% | −20,663−43.3% | Reduced |
| IHT Wealth Management, LLC | 27,145 | $2.44M | 0.07% | +6,917+34.2% | Added |
| Miracle Mile Advisors, LLC | 27,166 | $2.45M | 0.06% | −1,113−3.9% | Reduced |
| Granite Group Advisors, LLC | 27,219 | $2.45M | 1.57% | −446−1.6% | Reduced |
| Alps Advisors Inc | 27,227 | $2.45M | 0.02% | −22,385−45.1% | Reduced |
| Berry Wealth Group, LP | 27,361 | $2.46M | 1.77% | +325+1.2% | Added |
| Greenup Street Wealth Management LLC | 27,384 | $2.47M | 0.51% | −316−1.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 27,408 | $2.47M | 0.72% | +1,869+7.3% | Added |
| Inlet Private Wealth, LLC | 27,494 | $2.48M | 0.63% | −36,800−57.2% | Reduced |
| First National Advisers, LLC | 27,609 | $2.49M | 0.40% | +1,789+6.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 27,810 | $2.50M | 0.21% | +27,810 | New |
| Rodgers Brothers Inc. | 27,837 | $2.51M | 0.32% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 27,890 | $2.51M | 0.45% | +606+2.2% | Added |
| Parsons Capital Management Inc | 27,920 | $2.51M | 0.16% | −792−2.8% | Reduced |
| LVM Capital Management Ltd | 31,941 | $2.51M | 0.29% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 28,047 | $2.53M | 0.47% | +3,984+16.6% | Added |
| Fifth Third Wealth Advisors LLC | 28,212 | $2.54M | 0.16% | −309−1.1% | Reduced |
| Global Retirement Partners, LLC | 28,219 | $2.54M | 0.08% | −330−1.2% | Reduced |
| Sterling Capital Management LLC | 28,239 | $2.54M | 0.03% | +28,239 | New |
| Lynx Capital Group Ltd | 28,338 | $2.55M | 1.65% | +175+0.6% | Added |
| Allworth Financial LP | 28,353 | $2.55M | 0.02% | +2,859+11.2% | Added |
| EagleClaw Capital Managment, LLC | 28,522 | $2.57M | 0.43% | +2,487+9.6% | Added |
| JNBA Financial Advisors | 28,588 | $2.57M | 0.26% | +480+1.7% | Added |
| Sigma Planning Corp | 28,843 | $2.60M | 0.08% | +124+0.4% | Added |
| Argent Advisors, Inc. | 28,897 | $2.60M | 0.97% | +569+2.0% | Added |
| Catalyst Capital Advisors LLC | 28,920 | $2.60M | 0.06% | +3,120+12.1% | Added |
| Broderick Brian C | 29,133 | $2.62M | 0.51% | −4,435−13.2% | Reduced |
| Ingalls & Snyder LLC | 29,198 | $2.63M | 0.10% | +6,989+31.5% | Added |
| National Asset Management, Inc. | 29,247 | $2.63M | 0.07% | −3,616−11.0% | Reduced |
| Vance Wealth, Inc. | 29,270 | $2.64M | 1.00% | −26,400−47.4% | Reduced |
| Segall Bryant & Hamill, LLC | 29,330 | $2.64M | 0.04% | +29,330 | New |
| Sectoral Asset Management Inc | 29,350 | $2.64M | 1.56% | −30,201−50.7% | Reduced |
| Proactive Wealth Strategies LLC | 29,369 | $2.64M | 1.47% | +29,369 | New |
| United Services Automobile Association | 29,425 | $2.65M | 0.07% | −7,773−20.9% | Reduced |
| Berkeley Capital Partners, LLC | 29,467 | $2.65M | 0.76% | +1,838+6.7% | Added |
| NBT Bank N A | 29,503 | $2.66M | 0.18% | −409−1.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,565 | $2.66M | 1.90% | −250−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 29,470 | $2.67M | 0.20% | −564−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.67M | 0.10% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 29,719 | $2.68M | 1.68% | +7,600+34.4% | Added |
| Phoenix Wealth Advisors | 29,877 | $2.69M | 1.25% | −293−1.0% | Reduced |
| Cohen Capital Management, Inc. | 29,902 | $2.69M | 0.44% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 29,920 | $2.69M | 0.66% | −1,127−3.6% | Reduced |
| Dynamic Advisor Solutions LLC | 29,920 | $2.69M | 0.08% | −3,645−10.9% | Reduced |
| NewEdge Wealth, LLC | 30,206 | $2.72M | 0.05% | +24,579+436.8% | Added |
| Wedbush Securities Inc | 30,460 | $2.74M | 0.10% | −3,982−11.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 30,485 | $2.74M | 2.19% | −1,925−5.9% | Reduced |
| Gold Investment Management Ltd. | 30,559 | $2.75M | 1.15% | −150.0% | Reduced |
| Leo Wealth, LLC | 30,530 | $2.75M | 0.25% | +962+3.3% | Added |
| Slagle Financial, LLC | 30,826 | $2.78M | 1.23% | +2,961+10.6% | Added |
| Great Lakes Advisors, LLC | 30,868 | $2.78M | 0.02% | +1,942+6.7% | Added |