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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 2,546 | $229.2K | 0.13% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,561 | $230.6K | 0.06% | +2,561 | New |
| PDS Planning, Inc | 2,561 | $230.6K | 0.02% | −893−25.9% | Reduced |
| Weatherly Asset Management L. P. | 2,553 | $231.4K | 0.02% | +2,553 | New |
| NBW Capital LLC | 2,575 | $231.8K | 0.04% | +2,575 | New |
| Ogorek Anthony Joseph | 2,581 | $232.0K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,583 | $232.5K | 0.01% | +30+1.2% | Added |
| KFG Wealth Management, LLC | 2,584 | $232.6K | 0.05% | −537−17.2% | Reduced |
| FDx Advisors, Inc. | 2,588 | $233.0K | 0.06% | −54−2.0% | Reduced |
| Means Investment Co., Inc. | 2,591 | $233.2K | 0.03% | +2,591 | New |
| ORG Wealth Partners, LLC | 2,594 | $233.5K | 0.08% | +2,594 | New |
| Saxony Capital Management, LLC | 2,597 | $233.8K | 0.21% | +16+0.6% | Added |
| GSB Wealth Management, LLC | 2,600 | $234.1K | 0.06% | −4,458−63.2% | Reduced |
| Pointe Capital Management LLC | 2,601 | $234.2K | 0.14% | −3,336−56.2% | Reduced |
| Secured Retirement Advisors, LLC | 2,601 | $234.2K | 0.17% | −59−2.2% | Reduced |
| Aries Wealth Management | 2,616 | $235.5K | 0.06% | −565−17.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,598 | $235.7K | 0.01% | −2,257−46.5% | Reduced |
| FFT Wealth Management LLC | 2,620 | $235.9K | 0.02% | +2,620 | New |
| MidWestOne Financial Group, Inc. | 2,630 | $236.8K | 0.03% | −197−7.0% | Reduced |
| Apeiron RIA LLC | 2,640 | $237.7K | 0.07% | −10.0% | Reduced |
| WMS Partners, LLC | 2,640 | $237.7K | 0.01% | −1,208−31.4% | Reduced |
| Portfolio Design Labs, LLC | 2,641 | $237.8K | 0.07% | +2,641 | New |
| Two Sigma Securities, LLC | 2,648 | $238.4K | 0.02% | −78,770−96.7% | Reduced |
| Wedge Capital Management L L P | 2,651 | $238.7K | 0.00% | +98+3.8% | Added |
| Balboa Wealth Partners | 2,655 | $239.0K | 0.06% | +2,655 | New |
| USA Financial Portformulas Corp | 2,657 | $239.2K | 0.04% | +2,640+15,529.4% | Added |
| Founders Financial Alliance, LLC | 2,660 | $239.5K | 0.07% | −22−0.8% | Reduced |
| White Lighthouse Investment Management Inc. | 2,718 | $244.7K | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 2,719 | $245.0K | 0.07% | +2,719 | New |
| Addison Advisors LLC | 2,722 | $245.1K | 0.07% | −42−1.5% | Reduced |
| Brighton Jones LLC | 2,724 | $245.3K | 0.01% | −7,134−72.4% | Reduced |
| M&R Capital Management Inc | 2,728 | $245.6K | 0.05% | −752−21.6% | Reduced |
| Barlow Wealth Partners, Inc. | 2,827 | $246.1K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,743 | $247.0K | 0.02% | +116+4.4% | Added |
| Revisor Wealth Management LLC | 2,748 | $247.4K | 0.15% | −166−5.7% | Reduced |
| Coastline Trust Co | 2,750 | $247.6K | 0.03% | −8,060−74.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 2,751 | $247.7K | 0.09% | −248−8.3% | Reduced |
| Summit Financial Strategies, Inc. | 2,752 | $247.7K | 0.03% | −240−8.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,752 | $247.8K | 0.04% | +2,752 | New |
| Capital Performance Advisors LLP | 2,757 | $248.2K | 0.08% | +2,757 | New |
| Boston Financial Mangement LLC | 2,764 | $248.8K | 0.01% | −1,431−34.1% | Reduced |
| Berkshire Bank | 2,766 | $249.0K | 0.06% | +2,766 | New |
| Univest Financial Corp | 2,778 | $250.1K | 0.02% | +2,778 | New |
| Zullo Investment Group, Inc. | 2,784 | $250.6K | 0.10% | −64−2.2% | Reduced |
| Access Financial Services, Inc. | 2,787 | $250.9K | 0.12% | +2,787 | New |
| Quadrature Capital Ltd | 2,795 | $251.6K | 0.01% | +2,795 | New |
| Constitution Capital LLC | 2,800 | $252.1K | 0.13% | −700−20.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,808 | $252.8K | 0.13% | −50−1.7% | Reduced |
| Trillium Asset Management, LLC | 2,810 | $253.0K | 0.01% | −2,622−48.3% | Reduced |
| Montecito Bank & Trust | 2,816 | $253.5K | 0.04% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 2,879 | $253.8K | 0.14% | −50−1.7% | Reduced |
| Stanley-Laman Group, Ltd. | 2,822 | $254.1K | 0.04% | +94+3.4% | Added |
| One Capital Management, LLC | 2,824 | $254.2K | 0.01% | −292−9.4% | Reduced |
| Sage Mountain Advisors LLC | 2,847 | $256.3K | 0.02% | +178+6.7% | Added |
| Retirement Planning Co of New England, Inc. | 2,850 | $256.6K | 0.13% | +42+1.5% | Added |
| Element Wealth, LLC | 2,853 | $256.9K | 0.14% | +2,853 | New |
| Beaton Management Co. Inc. | 2,852 | $257.0K | 0.13% | −116−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 2,864 | $257.8K | 0.09% | +78+2.8% | Added |
| American Investment Services, Inc. | 2,868 | $258.2K | 0.04% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,869 | $258.3K | 0.18% | −237−7.6% | Reduced |
| First Citizens Financial Corp | 2,876 | $258.9K | 0.14% | −74−2.5% | Reduced |
| Allen Capital Group, LLC | 2,880 | $259.3K | 0.03% | +2,880 | New |
| Convergence Financial, LLC | 2,883 | $259.6K | 0.06% | −1,829−38.8% | Reduced |
| Aspen Wealth Strategies, LLC | 2,887 | $259.9K | 0.17% | +2,887 | New |
| Henry James International Management, Inc. | 2,895 | $260.6K | 0.09% | −3−0.1% | Reduced |
| Philip James Wealth Mangement, LLC | 2,900 | $261.1K | 0.03% | +279+10.6% | Added |
| Mills Wealth Advisors LLC | 2,901 | $261.2K | 0.18% | +263+10.0% | Added |
| Guardian Wealth Advisors, LLC | 2,918 | $262.7K | 0.03% | −263−8.3% | Reduced |
| TCP Asset Management, LLC | 2,922 | $263.1K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,904 | $263.5K | 0.17% | −1,455−33.4% | Reduced |
| Magnus Financial Group LLC | 2,936 | $264.3K | 0.03% | −343−10.5% | Reduced |
| Exchange Bank | 2,952 | $265.8K | 0.22% | 00.0% | Unchanged |
| Bank of Hawaii | 2,974 | $267.8K | 0.01% | −8,535−74.2% | Reduced |
| Foguth Wealth Management, LLC. | 3,041 | $268.0K | 0.10% | −1,215−28.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,995 | $269.6K | 0.02% | −1,737−36.7% | Reduced |
| Bank & Trust Co | 3,008 | $270.8K | 0.22% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,013 | $271.0K | 0.22% | +210+7.5% | Added |
| GDS Wealth Management | 3,017 | $271.6K | 0.03% | +3,017 | New |
| Edge Capital Group, LLC | 3,021 | $272.0K | 0.01% | −420−12.2% | Reduced |
| Capital Planning Advisors, LLC | 3,035 | $273.2K | 0.04% | +7+0.2% | Added |
| Fiducient Advisors LLC | 3,012 | $273.3K | 0.03% | +3,012 | New |
| Marex Group plc | 3,051 | $274.7K | 0.01% | −75,193−96.1% | Reduced |
| Boothbay Fund Management, LLC | 3,055 | $275.0K | 0.01% | −17,312−85.0% | Reduced |
| Umpqua Bank | 3,074 | $276.8K | 0.10% | −23−0.7% | Reduced |
| STAR Financial Bank | 3,075 | $276.8K | 0.19% | −361−10.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,077 | $277.0K | 0.15% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,070 | $279.0K | 0.20% | +410+15.4% | Added |
| Hexagon Capital Partners LLC | 3,100 | $279.1K | 0.05% | −6−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 3,103 | $279.4K | 0.13% | −64−2.0% | Reduced |
| Fort, L.P. | 3,105 | $279.5K | 0.71% | −74−2.3% | Reduced |
| Clear Creek Financial Management, LLC | 3,111 | $280.1K | 0.03% | +3,111 | New |
| Austin Private Wealth, LLC | 3,117 | $280.6K | 0.03% | +14+0.5% | Added |
| Widmann Financial Services, Inc. | 3,157 | $284.2K | 0.22% | −192−5.7% | Reduced |
| Skopos Labs, Inc. | 3,158 | $284.3K | 0.09% | −395−11.1% | Reduced |
| Carmel Capital Partners, LLC | 3,170 | $285.4K | 0.11% | +343+12.1% | Added |
| Bond & Devick Financial Network, Inc. | 3,172 | $285.6K | 0.12% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,172 | $285.6K | 0.02% | +546+20.8% | Added |
| Affiance Financial, LLC | 3,173 | $285.7K | 0.07% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 3,177 | $286.0K | 0.23% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 644 | $286.5K | 0.21% | −1,913−74.8% | Reduced |