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 |
|---|---|---|---|---|---|
| Sivik Global Healthcare LLC | 60,000 | $5.40M | 2.30% | +60,000 | New |
| First National Trust Co | 60,205 | $5.42M | 0.21% | −3,733−5.8% | Reduced |
| Azzad Asset Management Inc | 60,356 | $5.43M | 0.61% | +574+1.0% | Added |
| Arkadios Wealth Advisors | 60,725 | $5.47M | 0.31% | +11,178+22.6% | Added |
| TD Private Client Wealth LLC | 61,060 | $5.50M | 0.16% | +2,782+4.8% | Added |
| Stratos Wealth Partners, LTD. | 61,356 | $5.52M | 0.08% | −39−0.1% | Reduced |
| Wealthfront Advisers LLC | 61,975 | $5.58M | 0.02% | +196+0.3% | Added |
| Ieq Capital, LLC | 62,455 | $5.62M | 0.07% | −2,055−3.2% | Reduced |
| Bleakley Financial Group, LLC | 63,622 | $5.73M | 0.17% | +7,786+13.9% | Added |
| Aperture Investors, LLC | 63,686 | $5.73M | 0.73% | 00.0% | Unchanged |
| Trust Co of Vermont | 63,949 | $5.76M | 0.29% | −2,333−3.5% | Reduced |
| Prospera Financial Services Inc | 64,203 | $5.78M | 0.15% | −856−1.3% | Reduced |
| Monarch Capital Management Inc | 63,908 | $5.79M | 1.56% | +256+0.4% | Added |
| Stablepoint Partners, LLC | 64,791 | $5.83M | 1.06% | +133+0.2% | Added |
| New Mexico Educational Retirement Board | 64,887 | $5.84M | 0.20% | −2,100−3.1% | Reduced |
| Farmers Trust Co | 64,945 | $5.85M | 1.09% | +884+1.4% | Added |
| Moors & Cabot, Inc. | 65,261 | $5.88M | 0.29% | −1,211−1.8% | Reduced |
| Ledyard National Bank | 65,543 | $5.90M | 0.54% | −2,436−3.6% | Reduced |
| Addenda Capital Inc. | 65,140 | $5.91M | 0.21% | +120.0% | Added |
| Vinva Investment Management Ltd | 66,203 | $5.91M | 0.26% | +6,757+11.4% | Added |
| Linscomb & Williams, Inc. | 65,829 | $5.93M | 0.29% | +99+0.2% | Added |
| Concurrent Investment Advisors, LLC | 66,036 | $5.95M | 0.18% | +4,868+8.0% | Added |
| Synovus Financial Corp | 66,738 | $6.01M | 0.07% | +783+1.2% | Added |
| Dearborn Partners LLC | 66,775 | $6.01M | 0.24% | −2,117−3.1% | Reduced |
| Advisory Services Network, LLC | 76,644 | $6.03M | 0.12% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 67,615 | $6.09M | 0.14% | −34,761−34.0% | Reduced |
| Concentric Capital Strategies, LP | 67,725 | $6.10M | 0.38% | +67,725 | New |
| Berkshire Asset Management LLC | 77,790 | $6.12M | 0.31% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 68,284 | $6.15M | 2.56% | −1,766−2.5% | Reduced |
| Naples Global Advisors, LLC | 68,369 | $6.20M | 0.58% | −4,619−6.3% | Reduced |
| Point72 (DIFC) Ltd | 69,198 | $6.23M | 0.48% | +69,198 | New |
| iA Global Asset Management Inc. | 69,236 | $6.23M | 0.11% | +20,649+42.5% | Added |
| Pekin Hardy Strauss, Inc. | 69,564 | $6.26M | 0.80% | −3,565−4.9% | Reduced |
| Poehling Capital Management, LLC | 69,802 | $6.28M | 1.61% | −1,627−2.3% | Reduced |
| Congress Wealth Management LLC | 69,889 | $6.29M | 0.08% | +38,053+119.5% | Added |
| Mizuho Markets Americas LLC | 70,527 | $6.35M | 0.16% | −5,904−7.7% | Reduced |
| Ci Investments Inc. | 70,775 | $6.37M | 0.02% | −8,488−10.7% | Reduced |
| Securian Asset Management, Inc | 70,937 | $6.39M | 0.18% | −5,413−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 71,000 | $6.39M | 0.02% | −1,766,600−96.1% | Reduced |
| Tufton Capital Management | 71,253 | $6.41M | 1.20% | −4,223−5.6% | Reduced |
| Transcend Wealth Collective, LLC | 71,555 | $6.44M | 0.43% | −374−0.5% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $6.45M | 0.56% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 71,650 | $6.45M | 1.66% | −488−0.7% | Reduced |
| Cardinal Capital Management | 71,537 | $6.49M | 1.01% | +770+1.1% | Added |
| Louisiana State Employees Retirement System | 72,200 | $6.50M | 0.12% | −2,900−3.9% | Reduced |
| Sequoia Financial Advisors, LLC | 72,228 | $6.50M | 0.07% | +9,340+14.9% | Added |
| Goelzer Investment Management, Inc. | 72,468 | $6.52M | 0.36% | −1,717−2.3% | Reduced |
| Groupama Asset Managment | 181,095 | $6.57M | 0.17% | +64,499+55.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 73,047 | $6.58M | 1.56% | +1,587+2.2% | Added |
| Brinker Capital Investments, LLC | 73,228 | $6.59M | 0.07% | +2,298+3.2% | Added |
| Orion Portfolio Solutions, LLC | 73,228 | $6.59M | 0.07% | +2,298+3.2% | Added |
| Bryn Mawr Trust Co | 73,373 | $6.61M | 0.12% | +60,016+449.3% | Added |
| Laurion Capital Management LP | 73,403 | $6.61M | 0.42% | +66,976+1,042.1% | Added |
| Benedict Financial Advisors Inc | 73,514 | $6.62M | 1.56% | +1,044+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 73,593 | $6.63M | 0.41% | +56,178+322.6% | Added |
| Maryland State Retirement & Pension System | 74,035 | $6.67M | 0.14% | −30,258−29.0% | Reduced |
| Ironwood Investment Counsel, LLC | 74,049 | $6.67M | 1.11% | +1,544+2.1% | Added |
| Cullen Investment Group, Ltd. | 74,054 | $6.67M | 0.99% | +1,024+1.4% | Added |
| BancorpSouth Bank | 74,437 | $6.70M | 0.46% | +1,674+2.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 74,659 | $6.72M | 0.24% | −2,322−3.0% | Reduced |
| HB Wealth Management, LLC | 75,762 | $6.82M | 0.07% | −9,328−11.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 76,540 | $6.89M | 2.45% | −530−0.7% | Reduced |
| Cohen Klingenstein LLC | 76,549 | $6.89M | 0.24% | −776−1.0% | Reduced |
| Ally Financial Inc. | 77,000 | $6.93M | 0.84% | 00.0% | Unchanged |
| Centiva Capital, LP | 77,123 | $6.94M | 0.31% | +67,457+697.9% | Added |
| First Nebraska Trust Co | 78,317 | $7.05M | 0.69% | +2,055+2.7% | Added |
| Heritage Investors Management Corp | 78,554 | $7.07M | 0.24% | +188+0.2% | Added |
| Hikari Power Ltd | 79,060 | $7.12M | 0.59% | 00.0% | Unchanged |
| Sicart Associates LLC | 78,460 | $7.12M | 2.50% | +75+0.1% | Added |
| LGT Group Foundation | 80,303 | $7.16M | 0.12% | +3,384+4.4% | Added |
| St Germain D J Co Inc | 79,505 | $7.16M | 0.33% | −4,882−5.8% | Reduced |
| Davy Global Fund Management Ltd | 79,519 | $7.16M | 0.75% | 00.0% | Unchanged |
| Somerville Kurt F | 80,218 | $7.22M | 1.16% | −1,382−1.7% | Reduced |
| Hartford Investment Management Co | 80,626 | $7.26M | 0.24% | −4,373−5.1% | Reduced |
| Compagnie Lombard Odier SCmA | 80,746 | $7.27M | 0.11% | +9,750+13.7% | Added |
| Gabelli Funds LLC | 81,290 | $7.32M | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 81,477 | $7.34M | 0.26% | −4,817−5.6% | Reduced |
| JGP Wealth Management, LLC | 82,201 | $7.40M | 0.95% | +2,819+3.6% | Added |
| Mizuho Securities USA LLC | 83,170 | $7.49M | 0.16% | −19,214−18.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 84,497 | $7.55M | 0.03% | +13,952+19.8% | Added |
| Cheviot Value Management, LLC | 84,059 | $7.57M | 1.43% | −3,185−3.7% | Reduced |
| Azimuth Capital Investment Management LLC | 84,670 | $7.62M | 0.30% | +4,412+5.5% | Added |
| American National Bank | 84,861 | $7.64M | 0.90% | +38,908+84.7% | Added |
| Motley Fool Wealth Management, LLC | 86,297 | $7.77M | 0.39% | −8,915−9.4% | Reduced |
| Value Partners Investments Inc. | 86,389 | $7.78M | 0.63% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 86,623 | $7.80M | 2.02% | +1,840+2.2% | Added |
| Toroso Investments, LLC | 86,851 | $7.82M | 0.09% | −18,155−17.3% | Reduced |
| Olstein Capital Management, L.P. | 87,000 | $7.83M | 1.33% | +14,000+19.2% | Added |
| Westchester Capital Management, Inc. | 87,133 | $7.84M | 1.91% | −148−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 87,461 | $7.87M | 1.45% | +87,461 | New |
| CCLA Investment Management Ltd | 100,178 | $7.88M | 0.12% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 88,110 | $7.93M | 0.78% | +20,352+30.0% | Added |
| Strategic Wealth Partners, Ltd. | 88,177 | $7.94M | 0.76% | −243−0.3% | Reduced |
| JustInvest LLC | 89,180 | $8.03M | 0.13% | +886+1.0% | Added |
| Kentucky Retirement Systems | 89,353 | $8.04M | 0.24% | −10,707−10.7% | Reduced |
| Mengis Capital Management, Inc. | 89,373 | $8.05M | 1.58% | +1,116+1.3% | Added |
| Great Valley Advisor Group, Inc. | 89,686 | $8.07M | 0.20% | +5,518+6.6% | Added |
| Tokio Marine Asset Management Co Ltd | 90,400 | $8.14M | 0.36% | −1,274−1.4% | Reduced |
| Parthenon LLC | 91,061 | $8.20M | 0.98% | −1,045−1.1% | Reduced |
| Two Point Capital Management, Inc. | 91,722 | $8.26M | 3.01% | +965+1.1% | Added |