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
- 2,074
- +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
- 906 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 |
|---|---|---|---|---|---|
| Palouse Capital Management, Inc. | 31,009 | $2.79M | 1.76% | +4,810+18.4% | Added |
| Fundamentun, LLC | 31,171 | $2.81M | 0.20% | −16,986−35.3% | Reduced |
| Wahed Invest LLC | 31,182 | $2.81M | 0.50% | +1,624+5.5% | Added |
| NovaPoint Capital, LLC | 31,252 | $2.81M | 0.87% | +1,734+5.9% | Added |
| Truvestments Capital LLC | 31,527 | $2.84M | 0.76% | +5,364+20.5% | Added |
| Old North State Wealth Management, LLC | 31,566 | $2.84M | 1.59% | +2,833+9.9% | Added |
| Diversify Wealth Management, LLC | 30,870 | $2.85M | 0.27% | +739+2.5% | Added |
| Fayez Sarofim & Co | 32,095 | $2.89M | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 32,142 | $2.89M | 0.01% | +9,820+44.0% | Added |
| Uncommon Cents Investing LLC | 32,148 | $2.89M | 0.81% | −65−0.2% | Reduced |
| Johnson Financial Group, Inc. | 32,024 | $2.90M | 0.13% | +3,903+13.9% | Added |
| Peak Asset Management, LLC | 32,243 | $2.90M | 0.55% | −1,248−3.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 32,400 | $2.92M | 0.64% | +28,800+800.0% | Added |
| Nomura Holdings Inc | 32,435 | $2.92M | 0.02% | +13,119+67.9% | Added |
| Garrett Investment Advisors LLC | 32,586 | $2.93M | 0.30% | −214−0.7% | Reduced |
| 180 Wealth Advisors, LLC | 33,185 | $2.99M | 0.47% | +1,136+3.5% | Added |
| Ossiam | 33,316 | $3.00M | 0.06% | −2,150−6.1% | Reduced |
| Hancock Whitney Corp | 33,407 | $3.01M | 0.10% | −1,871−5.3% | Reduced |
| Strategic Advisors LLC | 33,438 | $3.01M | 0.56% | +215+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 33,763 | $3.04M | 0.25% | +2,307+7.3% | Added |
| HBW Advisory Services LLC | 33,985 | $3.06M | 0.45% | +530+1.6% | Added |
| Shorepoint Capital Partners LLC | 33,990 | $3.06M | 0.70% | +1,495+4.6% | Added |
| Engineers Gate Manager LP | 34,013 | $3.06M | 0.06% | −38,515−53.1% | Reduced |
| Argyle Capital Management Inc. | 34,050 | $3.07M | 1.22% | −2,270−6.3% | Reduced |
| Ostrum Asset Management | 34,084 | $3.07M | 0.25% | −887−2.5% | Reduced |
| Appleton Partners Inc | 34,202 | $3.08M | 0.23% | −1,665−4.6% | Reduced |
| Marks Group Wealth Management, Inc | 34,263 | $3.08M | 0.29% | −87,561−71.9% | Reduced |
| Moloney Securities Asset Management, LLC | 34,384 | $3.10M | 0.41% | +958+2.9% | Added |
| Valley National Advisers Inc | 34,487 | $3.10M | 0.56% | −47,024−57.7% | Reduced |
| IFG Advisory, LLC | 34,502 | $3.11M | 0.20% | +5,840+20.4% | Added |
| Mattson Financial Services, LLC | 39,670 | $3.12M | 1.12% | −273−0.7% | Reduced |
| Northwest Investment Counselors, LLC | 34,791 | $3.13M | 0.71% | +869+2.6% | Added |
| Morton Community Bank | 35,001 | $3.15M | 0.82% | −290−0.8% | Reduced |
| Puzo Michael J | 35,294 | $3.18M | 0.83% | −10,730−23.3% | Reduced |
| Fiduciary Trust Co | 35,375 | $3.18M | 0.04% | +142+0.4% | Added |
| Focus Financial Network, Inc. | 35,187 | $3.19M | 0.13% | −1,447−3.9% | Reduced |
| VELA Investment Management, LLC | 35,578 | $3.20M | 1.09% | −15,459−30.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 35,731 | $3.22M | 0.98% | −911−2.5% | Reduced |
| Hengehold Capital Management LLC | 36,001 | $3.24M | 0.31% | +2,714+8.2% | Added |
| Old Second National Bank of Aurora | 36,182 | $3.26M | 0.79% | +37+0.1% | Added |
| Exchange Capital Management, Inc. | 36,320 | $3.27M | 0.52% | −35−0.1% | Reduced |
| Bridges Investment Management Inc | 36,324 | $3.27M | 0.05% | −566−1.5% | Reduced |
| Inspire Trust Co, N.A. | 36,500 | $3.29M | 0.91% | +5,993+19.6% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.30M | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 36,801 | $3.31M | 0.02% | +2,390+6.9% | Added |
| Autumn Glory Partners, LLC | 36,909 | $3.32M | 1.28% | +5,552+17.7% | Added |
| Strategy Asset Managers LLC | 36,933 | $3.33M | 0.64% | −8,685−19.0% | Reduced |
| Veriti Management LLC | 36,940 | $3.33M | 0.18% | +5,282+16.7% | Added |
| Pictet & Cie (Europe) SA | 36,953 | $3.33M | 0.08% | −24,804−40.2% | Reduced |
| Jupiter Asset Management Ltd | 36,981 | $3.33M | 0.03% | −754−2.0% | Reduced |
| Financial Advisory Service, Inc. | 36,995 | $3.33M | 0.27% | +1,133+3.2% | Added |
| Community Trust & Investment Co | 37,436 | $3.37M | 0.21% | −480−1.3% | Reduced |
| Augustine Asset Management Inc | 37,481 | $3.37M | 1.18% | +160+0.4% | Added |
| Savant Capital, LLC | 37,659 | $3.39M | 0.03% | −5,366−12.5% | Reduced |
| Rothschild Capital Partners, LLC | 37,719 | $3.40M | 0.95% | +49+0.1% | Added |
| First Washington CORP | 37,746 | $3.40M | 1.35% | −6,507−14.7% | Reduced |
| F/M Investments LLC | 38,033 | $3.41M | 0.12% | −3,392−8.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 37,974 | $3.42M | 0.24% | −4,854−11.3% | Reduced |
| Plato Investment Management Ltd | 38,071 | $3.42M | 0.28% | +38,071 | New |
| Brady Family Wealth, LLC | 38,207 | $3.44M | 1.03% | −2,165−5.4% | Reduced |
| Farther Finance Advisors, LLC | 38,280 | $3.45M | 0.13% | +4,490+13.3% | Added |
| Financial Advisory Partners, LLC | 38,363 | $3.45M | 1.15% | −827−2.1% | Reduced |
| TCTC Holdings, LLC | 38,417 | $3.46M | 0.12% | +650+1.7% | Added |
| Oak Asset Management, LLC | 38,485 | $3.46M | 1.23% | −315−0.8% | Reduced |
| Vident Advisory, LLC | 38,714 | $3.49M | 0.09% | +23,498+154.4% | Added |
| Clearstead Advisors, LLC | 38,718 | $3.49M | 0.05% | +17,443+82.0% | Added |
| Chemung Canal Trust Co | 38,731 | $3.49M | 0.71% | −11,157−22.4% | Reduced |
| Bard Financial Services, Inc. | 38,755 | $3.49M | 0.41% | −3,300−7.8% | Reduced |
| Keene & Associates, Inc. | 38,941 | $3.51M | 2.66% | +127+0.3% | Added |
| Perkins Coie Trust Co | 38,978 | $3.51M | 0.78% | +348+0.9% | Added |
| Romano Brothers and Company | 39,543 | $3.56M | 0.44% | −1,350−3.3% | Reduced |
| Arnhold LLC | 39,819 | $3.58M | 0.35% | +17,679+79.9% | Added |
| Norden Group LLC | 39,980 | $3.60M | 0.42% | +24,105+151.8% | Added |
| NBC Securities, Inc. | 40,042 | $3.60M | 0.30% | −4,859−10.8% | Reduced |
| Nelson Capital Management, LLC | 40,079 | $3.61M | 0.61% | +1,341+3.5% | Added |
| Quinn Opportunity Partners LLC | 40,100 | $3.61M | 0.36% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 40,657 | $3.63M | 0.15% | −57,367−58.5% | Reduced |
| Kinloch Capital, LLC | 40,463 | $3.64M | 1.77% | +101+0.3% | Added |
| Argonautica Private Wealth Management, Inc | 40,592 | $3.65M | 1.21% | +545+1.4% | Added |
| Pathway Financial Advisers, LLC | 40,637 | $3.66M | 1.66% | +1,216+3.1% | Added |
| Bridge Creek Capital Management LLC | 40,637 | $3.66M | 1.10% | −56−0.1% | Reduced |
| Banque Cantonale Vaudoise | 40,699 | $3.66M | 0.15% | −21,537−34.6% | Reduced |
| Core Alternative Capital | 40,706 | $3.66M | 0.71% | −1,118−2.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,454 | $3.67M | 1.55% | −120.0% | Reduced |
| Gilman Hill Asset Management, LLC | 40,908 | $3.68M | 0.62% | −1,159−2.8% | Reduced |
| First Citizens Bank & Trust Co | 41,017 | $3.69M | 0.08% | +1,098+2.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 41,101 | $3.70M | 1.54% | +1,082+2.7% | Added |
| Spirepoint Private Client, LLC | 41,157 | $3.71M | 0.49% | +5,344+14.9% | Added |
| Sit Investment Associates Inc | 41,230 | $3.71M | 0.08% | −11,315−21.5% | Reduced |
| King Luther Capital Management Corp | 41,280 | $3.72M | 0.02% | −14,464−25.9% | Reduced |
| Mutual Advisors, LLC | 40,978 | $3.73M | 0.11% | −1,545−3.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 41,490 | $3.76M | 0.19% | +599+1.5% | Added |
| Apollon Wealth Management, LLC | 41,830 | $3.77M | 0.11% | −5,193−11.0% | Reduced |
| Garland Capital Management Inc | 41,850 | $3.77M | 2.90% | −4,180−9.1% | Reduced |
| Tevis Investment Management | 41,748 | $3.79M | 2.80% | +3,586+9.4% | Added |
| Snowden Capital Advisors LLC | 42,205 | $3.83M | 0.11% | −4,749−10.1% | Reduced |
| Daymark Wealth Partners, LLC | 42,553 | $3.83M | 0.16% | +987+2.4% | Added |
| CAPROCK Group, Inc. | 42,404 | $3.85M | 0.14% | +8,364+24.6% | Added |
| BTC Capital Management, Inc. | 42,761 | $3.85M | 0.34% | +3,239+8.2% | Added |
| Regions Financial Corp | 42,896 | $3.86M | 0.03% | −2,710−5.9% | Reduced |