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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Proquility Private Wealth Partners, LLC | 42,926 | $3.86M | 1.24% | −347−0.8% | Reduced |
| Investment House LLC | 42,928 | $3.86M | 0.21% | +1,503+3.6% | Added |
| GHP Investment Advisors, Inc. | 42,940 | $3.87M | 0.18% | −553−1.3% | Reduced |
| Becker Capital Management Inc | 43,277 | $3.93M | 0.13% | −319,380−88.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 43,645 | $3.93M | 1.43% | +1,588+3.8% | Added |
| TrinityPoint Wealth, LLC | 43,763 | $3.94M | 0.57% | +64+0.1% | Added |
| Scissortail Wealth Management, LLC | 384 | $3.94M | 0.96% | −41,531−99.1% | Reduced |
| Ancora Advisors, LLC | 43,826 | $3.95M | 0.09% | −1,552−3.4% | Reduced |
| Independent Advisor Alliance | 43,832 | $3.95M | 0.14% | +13,289+43.5% | Added |
| Tower Bridge Advisors | 43,896 | $3.95M | 0.41% | −5,497−11.1% | Reduced |
| Roffman Miller Associates Inc | 43,993 | $3.96M | 0.24% | −185,865−80.9% | Reduced |
| Hall Laurie J Trustee | 44,060 | $3.97M | 1.26% | 00.0% | Unchanged |
| HGK Asset Management Inc | 44,144 | $3.97M | 0.74% | +44,144 | New |
| Diversify Advisory Services, LLC | 43,986 | $4.01M | 0.22% | −3,464−7.3% | Reduced |
| Financial Partners Group, LLC | 44,527 | $4.01M | 1.50% | +1,205+2.8% | Added |
| Lido Advisors, LLC | 44,552 | $4.01M | 0.03% | −686−1.5% | Reduced |
| Advisors Management Group Inc | 44,833 | $4.04M | 0.95% | +1,041+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 45,020 | $4.05M | 0.15% | +2,457+5.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 45,096 | $4.06M | 0.10% | +8,000+21.6% | Added |
| Intact Investment Management Inc. | 45,600 | $4.11M | 0.14% | +4,100+9.9% | Added |
| Beech Hill Advisors, Inc. | 45,787 | $4.12M | 1.56% | −418−0.9% | Reduced |
| Harrell Investment Partners, LLC | 45,831 | $4.13M | 1.17% | −867−1.9% | Reduced |
| Somerset Trust Co | 45,842 | $4.13M | 1.54% | −2,042−4.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 46,216 | $4.16M | 0.90% | +46,216 | New |
| Corbyn Investment Management Inc | 46,630 | $4.20M | 1.60% | −8,310−15.1% | Reduced |
| AustralianSuper Pty Ltd | 46,648 | $4.20M | 0.02% | −28,304−37.8% | Reduced |
| SFMG, LLC | 47,119 | $4.24M | 0.34% | −496−1.0% | Reduced |
| Omers Administration Corp | 47,184 | $4.25M | 0.04% | +1,100+2.4% | Added |
| Tower Research Capital LLC (TRC) | 47,195 | $4.25M | 0.11% | −44,573−48.6% | Reduced |
| Liberty One Investment Management, LLC | 47,221 | $4.25M | 0.43% | +2,911+6.6% | Added |
| Drucker Wealth 3.0, LLC | 47,352 | $4.26M | 1.02% | +827+1.8% | Added |
| Hedeker Wealth, LLC | 47,535 | $4.28M | 1.13% | +511+1.1% | Added |
| Principal Securities, Inc. | 47,656 | $4.29M | 0.10% | +2,981+6.7% | Added |
| Hanson & Doremus Investment Management | 48,165 | $4.34M | 0.69% | +552+1.2% | Added |
| Integrated Wealth Concepts LLC | 48,248 | $4.34M | 0.05% | +1,248+2.7% | Added |
| Hamilton Capital Partners Inc. | 48,679 | $4.38M | 0.38% | −6,294−11.4% | Reduced |
| Everett Harris & Co | 48,799 | $4.39M | 0.05% | +600+1.2% | Added |
| Roberts Wealth Advisors, LLC | 50,015 | $4.41M | 1.43% | +850+1.7% | Added |
| Mandatum Life Insurance Co Ltd | 49,138 | $4.42M | 1.36% | 00.0% | Unchanged |
| Arlington Partners LLC | 49,191 | $4.43M | 1.73% | +9,643+24.4% | Added |
| Argent Trust Co | 49,299 | $4.44M | 0.18% | −6,130−11.1% | Reduced |
| RSM US Wealth Management LLC | 49,018 | $4.44M | 0.07% | +1,475+3.1% | Added |
| RBA Wealth Management, LLC | 49,495 | $4.46M | 1.72% | +5,429+12.3% | Added |
| Butensky & Cohen Financial Security, Inc | 49,729 | $4.48M | 1.33% | +2,023+4.2% | Added |
| DLK Investment Management, LLC | 49,903 | $4.49M | 1.72% | +1,422+2.9% | Added |
| Equitable Holdings, Inc. | 49,957 | $4.50M | 0.04% | −863−1.7% | Reduced |
| Courier Capital LLC | 49,963 | $4.50M | 0.31% | −263−0.5% | Reduced |
| Compass Wealth Management LLC | 50,043 | $4.51M | 1.06% | −14,226−22.1% | Reduced |
| Laffer Tengler Investments | 50,101 | $4.51M | 0.91% | +222+0.4% | Added |
| TrueMark Investments, LLC | 50,197 | $4.52M | 1.45% | +17,866+55.3% | Added |
| Teza Capital Management LLC | 50,491 | $4.55M | 0.50% | +7,389+17.1% | Added |
| Semmax Financial Advisors Inc. | 51,687 | $4.56M | 1.25% | −216−0.4% | Reduced |
| Needham Investment Management LLC | 51,041 | $4.60M | 0.35% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 51,100 | $4.60M | 0.18% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 51,178 | $4.61M | 2.28% | −16,999−24.9% | Reduced |
| Vestor Capital, LLC | 51,237 | $4.61M | 0.36% | +456+0.9% | Added |
| 44 Wealth Management LLC | 50,038 | $4.62M | 1.62% | +50,038 | New |
| Boston Research & Management Inc | 51,315 | $4.62M | 1.07% | +2,828+5.8% | Added |
| Everence Capital Management Inc | 51,560 | $4.64M | 0.29% | +9,540+22.7% | Added |
| Highland Capital Management, LLC | 51,680 | $4.65M | 0.27% | −2,510−4.6% | Reduced |
| MainStreet Investment Advisors LLC | 51,826 | $4.67M | 0.62% | −1,591−3.0% | Reduced |
| Te Ahumairangi Investment Management Ltd | 52,321 | $4.68M | 0.83% | +2,050+4.1% | Added |
| Round Hill Asset Management | 52,220 | $4.70M | 3.11% | −125−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 52,263 | $4.71M | 0.37% | −954−1.8% | Reduced |
| Dakota Wealth Management | 52,342 | $4.71M | 0.11% | +6,951+15.3% | Added |
| LaFleur & Godfrey LLC | 52,719 | $4.75M | 0.65% | −2,072−3.8% | Reduced |
| Qsemble Capital Management, LP | 52,816 | $4.76M | 0.88% | +7,257+15.9% | Added |
| Norinchukin Bank, The | 52,880 | $4.76M | 0.11% | +5,930+12.6% | Added |
| Bahl & Gaynor Inc | 53,872 | $4.85M | 0.02% | −2,273−4.0% | Reduced |
| Robinson Value Management, Ltd. | 54,051 | $4.87M | 3.16% | +1,066+2.0% | Added |
| Glenview Trust Co | 54,081 | $4.87M | 0.09% | +384+0.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 54,110 | $4.87M | 2.99% | −1,160−2.1% | Reduced |
| SlateStone Wealth, LLC | 54,180 | $4.88M | 0.44% | +22,690+72.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 54,204 | $4.88M | 0.79% | +35,119+184.0% | Added |
| Metis Global Partners, LLC | 54,238 | $4.88M | 0.15% | +759+1.4% | Added |
| Alliance Wealth Advisors, LLC | 54,311 | $4.89M | 1.29% | +3,626+7.2% | Added |
| Toth Financial Advisory Corp | 54,863 | $4.94M | 0.58% | +686+1.3% | Added |
| Richard Bernstein Advisors LLC | 54,903 | $4.94M | 0.11% | 00.0% | Unchanged |
| Columbia Asset Management | 55,046 | $4.96M | 0.87% | +5,254+10.6% | Added |
| Trajan Wealth LLC | 55,189 | $4.97M | 0.29% | +3,938+7.7% | Added |
| Franklin Street Advisors Inc | 55,460 | $4.99M | 0.34% | +24,780+80.8% | Added |
| Trinity Legacy Partners, LLC | 55,892 | $5.03M | 1.29% | +4,181+8.1% | Added |
| Kinneret Advisory, LLC | 55,536 | $5.04M | 0.46% | −728−1.3% | Reduced |
| Coston, McIsaac & Partners | 56,170 | $5.06M | 1.43% | +1,580+2.9% | Added |
| Palisade Asset Management, LLC | 56,340 | $5.07M | 0.50% | +1,076+1.9% | Added |
| Headinvest, LLC | 56,547 | $5.09M | 0.94% | −183−0.3% | Reduced |
| Stamos Capital Partners, L.P. | 56,600 | $5.10M | 1.20% | −4,010−6.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,306 | $5.16M | 0.84% | −690−1.2% | Reduced |
| Cullinan Associates Inc | 56,564 | $5.16M | 0.29% | −2,047−3.5% | Reduced |
| Welch & Forbes LLC | 57,406 | $5.17M | 0.07% | −3,345−5.5% | Reduced |
| Geneos Wealth Management Inc. | 58,034 | $5.22M | 0.20% | +11,570+24.9% | Added |
| Assenagon Asset Management S.A. | 58,474 | $5.26M | 0.01% | +1,034+1.8% | Added |
| MAI Capital Management | 58,506 | $5.27M | 0.05% | −8,284−12.4% | Reduced |
| Hennessy Advisors Inc | 58,700 | $5.28M | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 58,705 | $5.29M | 0.90% | +5,014+9.3% | Added |
| HTLF Bank | 58,836 | $5.30M | 0.58% | −1,880−3.1% | Reduced |
| Westend Capital Management, LLC | 58,917 | $5.30M | 1.82% | +58,917 | New |
| Kesler, Norman & Wride, LLC | 58,988 | $5.31M | 1.04% | +220+0.4% | Added |
| Oliver Luxxe Assets LLC | 59,142 | $5.32M | 0.95% | +120+0.2% | Added |
| Smithbridge Asset Management Inc | 59,327 | $5.34M | 0.92% | +3,757+6.8% | Added |