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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 1,125 | $101.3K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,135 | $102.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,136 | $102.6K | 0.01% | −398−25.9% | Reduced |
| Oakworth Capital, Inc. | 1,143 | $102.9K | 0.01% | −52−4.4% | Reduced |
| Hills Bank & Trust Co | 1,196 | $107.7K | 0.01% | +1,196 | New |
| Y.D. More Investments Ltd | 1,213 | $109.2K | 0.01% | +34+2.9% | Added |
| Northwest Bank & Trust Co | 1,250 | $112.5K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,285 | $115.7K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,303 | $117.3K | 0.06% | +2+0.2% | Added |
| Byrne Asset Management LLC | 1,320 | $118.8K | 0.08% | −110−7.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,323 | $119.1K | 0.01% | −16−1.2% | Reduced |
| Salem Investment Counselors Inc | 1,330 | $120.7K | 0.00% | −194−12.7% | Reduced |
| Tompkins Financial Corp | 1,351 | $121.6K | 0.01% | −702−34.2% | Reduced |
| Ashton Thomas Securities, LLC | 1,365 | $122.9K | 0.02% | +1,365 | New |
| Crewe Advisors LLC | 1,404 | $126.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,420 | $127.9K | 0.01% | +283+24.9% | Added |
| Future Financial Wealth Managment LLC | 1,425 | $128.3K | 0.09% | +1,425 | New |
| Live Oak Investment Partners | – | $128.9K | 0.10% | – | – |
| Smithfield Trust Co | 1,405 | $129.0K | 0.01% | +29+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,442 | $129.8K | 0.05% | +3+0.2% | Added |
| Versant Capital Management, Inc | 1,550 | $139.5K | 0.03% | +344+28.5% | Added |
| First Personal Financial Services | 1,553 | $139.8K | 0.03% | −157−9.2% | Reduced |
| HighMark Wealth Management LLC | 1,574 | $141.7K | 0.08% | +14+0.9% | Added |
| Asset Dedication, LLC | 1,604 | $144.4K | 0.01% | −57−3.4% | Reduced |
| Hobbs Group Advisors, LLC | 1,606 | $144.6K | 0.05% | −5,484−77.3% | Reduced |
| Eagle Bay Advisors LLC | 1,600 | $145.2K | 0.06% | −14−0.9% | Reduced |
| Belmont Capital, LLC | 1,664 | $149.8K | 0.02% | −2,000−54.6% | Reduced |
| Natixis Investment Managers International | 1,681 | $151.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,693 | $152.4K | 0.01% | −978−36.6% | Reduced |
| TFC Financial Management | 1,704 | $153.4K | 0.02% | +60+3.6% | Added |
| Exchange Traded Concepts, LLC | 1,748 | $157.4K | 0.00% | −110,756−98.4% | Reduced |
| Sachetta, LLC | 1,766 | $159.2K | 0.06% | +653+58.7% | Added |
| Evermay Wealth Management LLC | 1,813 | $164.4K | 0.03% | −1,328−42.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,847 | $165.0K | 0.02% | −450−19.6% | Reduced |
| Independence Bank of Kentucky | 1,838 | $165.5K | 0.04% | +200+12.2% | Added |
| Centerpoint Advisors, LLC | 1,875 | $169.0K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,897 | $170.8K | 0.13% | +49+2.7% | Added |
| CoreCap Advisors, LLC | 1,922 | $173.0K | 0.01% | −23,710−92.5% | Reduced |
| Voisard Asset Management Group, Inc. | 1,929 | $173.7K | 0.07% | +35+1.8% | Added |
| Silvant Capital Management LLC | 1,932 | $175.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,987 | $178.9K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,999 | $180.0K | 0.07% | −250−11.1% | Reduced |
| Quent Capital, LLC | 2,033 | $183.0K | 0.02% | +252+14.1% | Added |
| Wintrust Investments LLC | 2,048 | $184.0K | 0.14% | −20,596−91.0% | Reduced |
| Strategic Investment Solutions, Inc. | 2,099 | $189.0K | 0.06% | +137+7.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,106 | $189.6K | 0.02% | +912+76.4% | Added |
| Kelly Lawrence W & Associates Inc | 2,150 | $193.6K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,153 | $194.0K | 0.16% | −177−7.6% | Reduced |
| Loomis Sayles & Co L P | 2,182 | $196.0K | 0.00% | +141+6.9% | Added |
| Delta Asset Management LLC | 2,190 | $197.2K | 0.02% | −400−15.4% | Reduced |
| ORG Partners LLC | 2,197 | $197.8K | 0.03% | −1,806−45.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,212 | $199.1K | 0.14% | +2,212 | New |
| Enterprise Financial Services Corp | 2,230 | $200.8K | 0.12% | +2,230 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,241 | $201.8K | 0.02% | +2,241 | New |
| Venturi Wealth Management, LLC | 2,251 | $202.7K | 0.01% | −5,547−71.1% | Reduced |
| Nikulski Financial, Inc. | 2,251 | $202.7K | 0.06% | +2,251 | New |
| Seven Mile Advisory | 2,258 | $203.3K | 0.13% | +2,258 | New |
| Angeles Wealth Management, LLC | 2,263 | $203.7K | 0.02% | +2,263 | New |
| Satovsky Asset Management LLC | 2,264 | $203.8K | 0.05% | +2,264 | New |
| CoreFirst Bank & Trust | 2,282 | $205.4K | 0.12% | +2,282 | New |
| SignalPoint Asset Management, LLC | 2,312 | $206.5K | 0.05% | +2,312 | New |
| Marshall Financial Group Inc | 2,310 | $208.0K | 0.06% | +2,310 | New |
| Forefront Analytics, LLC | 2,323 | $209.2K | 0.10% | +2,323 | New |
| IAM Advisory, LLC | 2,334 | $210.1K | 0.05% | +2,334 | New |
| ASB Consultores, LLC | 2,336 | $210.3K | 0.08% | +2,336 | New |
| Connecticut Wealth Management, LLC | 2,341 | $210.8K | 0.01% | −230−8.9% | Reduced |
| Sivia Capital Partners, LLC | 2,343 | $210.9K | 0.12% | +2,343 | New |
| Orrstown Financial Services Inc | 2,346 | $211.2K | 0.06% | +2,346 | New |
| Mather Group, LLC. | 2,350 | $211.6K | 0.00% | −954−28.9% | Reduced |
| Atlas Brown,Inc. | 2,351 | $211.7K | 0.07% | −1,040−30.7% | Reduced |
| Maia Wealth LLC | 2,327 | $211.8K | 0.05% | +2,327 | New |
| Apexium Financial, LP | 2,358 | $212.3K | 0.01% | +2,358 | New |
| Ellevest, Inc. | 2,364 | $212.8K | 0.01% | −216−8.4% | Reduced |
| Emprise Bank | 2,374 | $213.7K | 0.12% | −751−24.0% | Reduced |
| Hummer Financial Advisory Services Inc | 2,357 | $213.9K | 0.17% | +2,357 | New |
| TL Private Wealth | 2,457 | $213.9K | 0.10% | +2,457 | New |
| JFS Wealth Advisors, LLC | 2,383 | $214.5K | 0.01% | +1,494+168.1% | Added |
| AMJ Financial Wealth Management | 2,386 | $214.8K | 0.06% | +2,386 | New |
| Endowment Wealth Management, Inc. | 2,398 | $215.9K | 0.14% | +2,398 | New |
| Alera Investment Advisors, LLC | 2,399 | $216.0K | 0.03% | +2,399 | New |
| Ipswich Investment Management Co., Inc. | 2,400 | $216.1K | 0.05% | +2,400 | New |
| Cassaday & Co Wealth Management LLC | 2,403 | $216.3K | 0.01% | +2,403 | New |
| Paces Ferry Wealth Advisors, LLC | 2,408 | $216.8K | 0.12% | +2,408 | New |
| Central Pacific Bank - Trust Division | 2,411 | $217.1K | 0.03% | +311+14.8% | Added |
| Hudock, Inc. | 2,412 | $217.2K | 0.04% | +2,412 | New |
| Teamwork Financial Advisors, LLC | 2,414 | $217.3K | 0.03% | +2,414 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,429 | $218.7K | 0.13% | +238+10.9% | Added |
| Madden Securities Corp | 2,435 | $219.2K | 0.09% | +2,435 | New |
| Keystone Financial Group | 2,459 | $221.3K | 0.03% | −285−10.4% | Reduced |
| PFG Advisors | 2,465 | $221.9K | 0.01% | −521−17.4% | Reduced |
| Cottage Street Advisors LLC | 2,482 | $223.5K | 0.12% | +2,482 | New |
| Fidelis Capital Partners, LLC | 2,423 | $223.6K | 0.03% | +2,423 | New |
| AMG National Trust Bank | 2,495 | $224.6K | 0.01% | −42,431−94.4% | Reduced |
| Sheets Smith Wealth Management | 2,496 | $224.7K | 0.03% | −557−18.2% | Reduced |
| Morse Asset Management, Inc | 2,500 | $225.1K | 0.05% | +2,500 | New |
| Fielder Capital Group LLC | 2,506 | $225.6K | 0.07% | −150−5.6% | Reduced |
| Burns J W & Co Inc | 2,524 | $227.3K | 0.03% | +2,524 | New |
| FinTrust Capital Advisors, LLC | 2,535 | $228.2K | 0.04% | +10.0% | Added |
| Northstar Group, Inc. | 2,540 | $228.7K | 0.04% | −131−4.9% | Reduced |
| J. W. Coons Advisors, LLC | 2,545 | $229.1K | 0.06% | 00.0% | Unchanged |