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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 92,239 | $8.30M | 0.25% | +13,771+17.5% | Added |
| Bayesian Capital Management, LP | 93,200 | $8.39M | 0.98% | +51,300+122.4% | Added |
| Haverford Financial Services, Inc. | 93,206 | $8.39M | 2.40% | −13,314−12.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 94,757 | $8.53M | 2.93% | −11,540−10.9% | Reduced |
| Blair William & Co | 94,849 | $8.54M | 0.03% | −10,229−9.7% | Reduced |
| Atria Wealth Solutions, Inc. | 94,311 | $8.54M | 0.09% | −1,942−2.0% | Reduced |
| Washington Trust Co | 95,084 | $8.56M | 0.30% | −1,537−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 95,764 | $8.62M | 0.13% | +95,764 | New |
| Greenwood Capital Associates LLC | 96,465 | $8.68M | 1.13% | −1,473−1.5% | Reduced |
| Allianz SE | 96,670 | $8.70M | 0.24% | +12,130+14.3% | Added |
| Parcion Private Wealth LLC | 96,951 | $8.73M | 0.73% | +8,384+9.5% | Added |
| Teachers Retirement System of the State of Kentucky | 96,993 | $8.73M | 0.08% | −8,868−8.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 106,289 | $8.75M | 0.06% | +22,621+27.0% | Added |
| Kestra Private Wealth Services, LLC | 97,339 | $8.76M | 0.16% | −2,017−2.0% | Reduced |
| Mattern Capital Management, LLC | 97,978 | $8.82M | 1.11% | +339+0.3% | Added |
| Marco Investment Management LLC | 98,241 | $8.84M | 0.76% | +510+0.5% | Added |
| Quantitative Investment Management, LLC | 98,252 | $8.85M | 0.87% | +98,252 | New |
| Dnca Finance | 98,359 | $8.86M | 0.76% | −69,641−41.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 98,394 | $8.86M | 0.95% | +1,503+1.6% | Added |
| Country Club Bank | 99,577 | $8.89M | 0.59% | −2,174−2.1% | Reduced |
| Sirios Capital Management L P | 99,314 | $8.94M | 1.58% | −1,598−1.6% | Reduced |
| Channing Capital Management, LLC | 99,432 | $8.95M | 0.23% | +13,588+15.8% | Added |
| TCW Group Inc | 99,673 | $8.97M | 0.08% | +23,900+31.5% | Added |
| Estabrook Capital Management | 99,840 | $8.99M | 1.34% | −741−0.7% | Reduced |
| LMR Partners LLP | 100,871 | $9.08M | 0.20% | +100,871 | New |
| Sanibel Captiva Trust Company, Inc. | 100,966 | $9.09M | 0.29% | −12,776−11.2% | Reduced |
| Massmutual Trust Co FSB | 101,163 | $9.11M | 0.26% | −84−0.1% | Reduced |
| Noesis Capital Mangement Corp | 101,266 | $9.12M | 1.81% | +2,482+2.5% | Added |
| Archon Partners LLC | 101,300 | $9.12M | 1.05% | −9,700−8.7% | Reduced |
| Captrust Financial Advisors | 101,390 | $9.13M | 0.03% | −13,977−12.1% | Reduced |
| Stockman Wealth Management, Inc. | 101,463 | $9.13M | 1.42% | +7,540+8.0% | Added |
| Advocate Group LLC | 101,879 | $9.17M | 1.66% | +4,576+4.7% | Added |
| Capital Fund Management S.A. | 102,653 | $9.24M | 0.10% | −41,054−28.6% | Reduced |
| Brevan Howard Capital Management LP | 102,791 | $9.25M | 0.45% | +102,791 | New |
| Empowered Funds, LLC | 103,044 | $9.28M | 0.15% | −6,498−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 103,282 | $9.30M | 0.24% | −4,920−4.5% | Reduced |
| Nicholas Company, Inc. | 103,490 | $9.32M | 0.15% | −5,850−5.4% | Reduced |
| Robeco Schweiz AG | 103,905 | $9.35M | 0.18% | +36,545+54.3% | Added |
| Hudson Valley Investment Advisors Inc | 104,337 | $9.39M | 1.04% | −1,779−1.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 105,364 | $9.49M | 0.18% | +105,364 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 105,560 | $9.50M | 1.79% | +105,560 | New |
| Verition Fund Management LLC | 105,734 | $9.52M | 0.06% | +22,156+26.5% | Added |
| Allied Investment Advisors, LLC | 106,862 | $9.62M | 1.91% | +3,020+2.9% | Added |
| Marshall Wace, LLP | 107,249 | $9.66M | 0.01% | −160,687−60.0% | Reduced |
| Private Advisor Group, LLC | 107,367 | $9.67M | 0.06% | −2,730−2.5% | Reduced |
| Anchor Investment Management, LLC | 107,518 | $9.68M | 0.91% | +1,271+1.2% | Added |
| Employees Retirement System of Texas | 107,848 | $9.71M | 0.08% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 108,010 | $9.72M | 1.27% | +653+0.6% | Added |
| Pinnacle Associates Ltd | 118,887 | $9.79M | 0.17% | −12,975−9.8% | Reduced |
| GAM Holding AG | 109,330 | $9.84M | 0.78% | +440+0.4% | Added |
| Oregon Public Employees Retirement Fund | 109,797 | $9.89M | 0.19% | −4,260−3.7% | Reduced |
| Synergy Financial Management, LLC | 109,993 | $9.90M | 1.51% | +60,865+123.9% | Added |
| JB Capital LLC | 110,496 | $9.95M | 0.57% | +5,083+4.8% | Added |
| Bank of Nova Scotia Trust Co | 110,885 | $9.98M | 1.01% | +6,516+6.2% | Added |
| First National Bank of Omaha | 111,203 | $10.0M | 0.64% | −1,466−1.3% | Reduced |
| Grandfield & Dodd, LLC | 112,709 | $10.1M | 0.60% | −22,674−16.7% | Reduced |
| Sculptor Capital LP | 113,500 | $10.2M | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 113,557 | $10.2M | 0.72% | +5,353+4.9% | Added |
| Jefferies Financial Group Inc. | 113,796 | $10.2M | 0.17% | +76,675+206.6% | Added |
| Gateway Investment Advisers LLC | 114,128 | $10.3M | 0.11% | −1,178−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 115,710 | $10.4M | 1.63% | +3,820+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 116,100 | $10.5M | 0.56% | −28,567−19.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 116,703 | $10.5M | 0.32% | +3,042+2.7% | Added |
| S&CO Inc | 116,975 | $10.5M | 0.69% | −11,350−8.8% | Reduced |
| Hantz Financial Services, Inc. | 117,573 | $10.6M | 0.19% | −4,306−3.5% | Reduced |
| Capital Analysts, LLC | 118,120 | $10.6M | 0.43% | +1,680+1.4% | Added |
| Logan Capital Management Inc | 118,319 | $10.7M | 0.44% | −3,403−2.8% | Reduced |
| ABN AMRO Bank N.V. | 119,531 | $10.7M | 0.15% | +25,442+27.0% | Added |
| Kanawha Capital Management LLC | 119,218 | $10.7M | 0.78% | +2,516+2.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 119,319 | $10.7M | 1.83% | −649−0.5% | Reduced |
| Atria Investments LLC | 120,963 | $10.9M | 0.14% | −911−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 121,866 | $11.0M | 0.24% | +2,450+2.1% | Added |
| ProVise Management Group, LLC | 123,111 | $11.1M | 0.88% | +13,605+12.4% | Added |
| Telos Capital Management, Inc. | 123,358 | $11.1M | 1.17% | +2,402+2.0% | Added |
| Huntington National Bank | 124,185 | $11.2M | 0.08% | +3,917+3.3% | Added |
| Van Eck Associates Corp | 121,215 | $11.2M | 0.01% | −2,189,492−94.8% | Reduced |
| Talbot Financial, LLC | 125,422 | $11.3M | 1.37% | +4,371+3.6% | Added |
| Raymond James Trust N.A. | 125,481 | $11.3M | 0.25% | −11,728−8.5% | Reduced |
| Pathstone Holdings, LLC | 125,803 | $11.3M | 0.05% | −4,129−3.2% | Reduced |
| Lee Danner & Bass Inc | 125,920 | $11.3M | 0.80% | −2,996−2.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 125,991 | $11.3M | 0.78% | +15,241+13.8% | Added |
| Pensionmark Financial Group, LLC | 126,314 | $11.4M | 0.36% | +85,947+212.9% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 127,000 | $11.4M | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 127,116 | $11.4M | 0.91% | +1,520+1.2% | Added |
| Camden National Bank | 127,308 | $11.5M | 1.64% | −5,718−4.3% | Reduced |
| Cutler Investment Counsel LLC | 127,032 | $11.5M | 1.45% | −1,675−1.3% | Reduced |
| Sonora Investment Management Group, LLC | 128,917 | $11.6M | 0.86% | +11,688+10.0% | Added |
| Nixon Peabody Trust Co | 129,939 | $11.7M | 0.97% | +690+0.5% | Added |
| Rafferty Asset Management, LLC | 130,088 | $11.7M | 0.04% | −14,322−9.9% | Reduced |
| Charter Trust Co | 131,746 | $11.9M | 0.76% | +1,659+1.3% | Added |
| Woodstock Corp | 132,093 | $11.9M | 1.14% | +1,506+1.2% | Added |
| Avantax Advisory Services, Inc. | 132,185 | $11.9M | 0.08% | +3,589+2.8% | Added |
| Park National Corp | 132,577 | $11.9M | 0.42% | +56,545+74.4% | Added |
| WSFS Capital Management, LLC | 134,045 | $12.1M | 0.65% | −5,052−3.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 135,637 | $12.2M | 0.24% | −3,293−2.4% | Reduced |
| Ethic Inc. | 140,187 | $12.2M | 0.31% | +91,800+189.7% | Added |
| Keybank National Association | 137,164 | $12.3M | 0.05% | −306−0.2% | Reduced |
| Boston Trust Walden Corp | 137,214 | $12.4M | 0.09% | −1,446−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 137,858 | $12.4M | 0.39% | −578−0.4% | Reduced |
| Commerce Bank | 138,105 | $12.4M | 0.08% | −32,660−19.1% | Reduced |