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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 200 | $18.1K | 0.01% | −557−73.6% | Reduced |
| SOA Wealth Advisors, LLC. | 203 | $18.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 210 | $18.9K | 0.00% | +49+30.4% | Added |
| Lummis Asset Management, LP | 213 | $19.2K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 211 | $19.2K | 0.00% | +110+108.9% | Added |
| Claris Advisors, LLC | 215 | $19.4K | 0.01% | +215 | New |
| DHJJ Financial Advisors, Ltd. | 215 | $19.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 218 | $19.6K | 0.00% | −62−22.1% | Reduced |
| Zions Bancorporation, N.A. | 220 | $19.8K | 0.00% | −140−38.9% | Reduced |
| Tradewinds Capital Management, LLC | 224 | $20.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 230 | $20.7K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 235 | $21.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 238 | $21.4K | 0.00% | −96−28.7% | Reduced |
| NVWM, LLC | 242 | $21.8K | 0.01% | −24,545−99.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 262 | $23.0K | 0.01% | −43−14.1% | Reduced |
| SJS Investment Consulting Inc. | 256 | $23.0K | 0.00% | −1−0.4% | Reduced |
| Raffa Wealth Management, LLC | 288 | $25.9K | 0.01% | −190−39.7% | Reduced |
| Fortitude Family Office, LLC | 298 | $26.8K | 0.01% | +298 | New |
| Chesapeake Asset Management LLC | 300 | $27.0K | 0.02% | −10−3.2% | Reduced |
| Darwin Advisors, LLC | 300 | $27.0K | 0.01% | +300 | New |
| Highline Wealth Partners LLC | 305 | $27.5K | 0.01% | −188−38.1% | Reduced |
| Abound Wealth Management | 309 | $27.8K | 0.01% | +51+19.8% | Added |
| Delos Wealth Advisors, LLC | 310 | $27.9K | 0.02% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 330 | $29.7K | 0.00% | +330 | New |
| Aspire Private Capital, LLC | 341 | $30.7K | 0.01% | −1,632−82.7% | Reduced |
| Wellington Shields Capital Management, LLC | 350 | $31.5K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 376 | $33.9K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 391 | $35.2K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 400 | $36.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 405 | $36.5K | 0.02% | −110−21.4% | Reduced |
| Resources Management Corp | 425 | $38.0K | 0.01% | −36−7.8% | Reduced |
| Thompson Investment Management, Inc. | 425 | $38.3K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 439 | $39.5K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 440 | $39.9K | 0.01% | −1−0.2% | Reduced |
| Tucker Asset Management LLC | 455 | $41.0K | 0.01% | −165−26.6% | Reduced |
| Pin Oak Investment Advisors Inc | 477 | $42.0K | 0.04% | +78+19.5% | Added |
| CGC Financial Services, LLC | 474 | $42.7K | 0.02% | 00.0% | Unchanged |
| Castleark Management LLC | 480 | $43.2K | 0.00% | 00.0% | Unchanged |
| Motco | 495 | $44.6K | 0.00% | −419−45.8% | Reduced |
| Frazier Financial Advisors, LLC | 495 | $44.6K | 0.03% | −121−19.6% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $45.0K | 0.04% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $45.0K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 500 | $45.4K | 0.02% | +500 | New |
| Missouri Trust & Investment Co | 505 | $45.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 508 | $45.7K | 0.02% | +16+3.3% | Added |
| Castleview Partners, LLC | 510 | $45.9K | 0.03% | −137−21.2% | Reduced |
| Hartford Financial Management Inc. | 535 | $48.2K | 0.01% | +49+10.1% | Added |
| Robinswood Financial LLC | 536 | $48.3K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 568 | $51.1K | 0.02% | +538+1,793.3% | Added |
| Olistico Wealth, LLC | 571 | $51.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 590 | $53.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 591 | $53.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 600 | $54.0K | 0.00% | −2,550−81.0% | Reduced |
| Clear Investment Research, LLC | 600 | $54.0K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 608 | $54.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 621 | $55.9K | 0.03% | −75−10.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 628 | $56.5K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 636 | $57.3K | 0.03% | −4−0.6% | Reduced |
| WealthCollab, LLC | 639 | $57.5K | 0.04% | −34−5.1% | Reduced |
| Riverview Trust Co | 656 | $59.1K | 0.05% | +470+252.7% | Added |
| WR Wealth Planners, LLC | 672 | $60.5K | 0.02% | −219−24.6% | Reduced |
| Bell Investment Advisors, Inc | 689 | $62.0K | 0.01% | −82−10.6% | Reduced |
| BFSG, LLC | 720 | $64.8K | 0.01% | −90−11.1% | Reduced |
| PSI Advisors, LLC | 730 | $65.6K | 0.02% | +1+0.1% | Added |
| Hollencrest Capital Management | 737 | $66.4K | 0.00% | +225+43.9% | Added |
| Rise Advisors, LLC | 745 | $67.1K | 0.03% | +7+0.9% | Added |
| Cranbrook Wealth Management, LLC | 747 | $67.3K | 0.02% | −403−35.0% | Reduced |
| Ramirez Asset Management, Inc. | 750 | $67.5K | 0.01% | −100−11.8% | Reduced |
| Hoey Investments, Inc | 861 | $67.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 755 | $68.0K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 763 | $68.7K | 0.00% | −32−4.0% | Reduced |
| Beacon Capital Management, LLC | 783 | $70.5K | 0.01% | +81+11.5% | Added |
| FSA Wealth Management LLC | 803 | $72.3K | 0.03% | +803 | New |
| S.A. Mason LLC | 818 | $73.6K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 850 | $76.6K | 0.04% | +140+19.7% | Added |
| Atwood & Palmer Inc | 853 | $76.8K | 0.01% | +78+10.1% | Added |
| Arlington Trust Co LLC | 863 | $77.7K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 901 | $80.0K | 0.02% | +901 | New |
| Golden State Equity Partners | 901 | $81.1K | 0.01% | +901 | New |
| Trust Co | 907 | $81.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 933 | $84.0K | 0.01% | −3,706−79.9% | Reduced |
| Key Financial Inc | 937 | $84.4K | 0.02% | +6+0.6% | Added |
| GW&K Investment Management, LLC | 945 | $85.0K | 0.00% | +135+16.7% | Added |
| Optimum Investment Advisors | 950 | $85.5K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 951 | $85.6K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 975 | $87.8K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 976 | $87.8K | 0.01% | +976 | New |
| Country Trust Bank | 981 | $88.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 985 | $89.6K | 0.00% | −55−5.3% | Reduced |
| Arrow Financial Corp | 999 | $89.9K | 0.01% | −5−0.5% | Reduced |
| Hoese & Co LLP | 1,011 | $91.0K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,046 | $94.2K | 0.06% | +1,046 | New |
| Pension & Wealth Management Advisors, Inc. | 1,079 | $97.1K | 0.05% | +422+64.2% | Added |
| Bogart Wealth, LLC | 1,105 | $99.5K | 0.00% | −552−33.3% | Reduced |
| Park Place Capital Corp | 1,111 | $100.0K | 0.03% | −1,492−57.3% | Reduced |