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 |
|---|---|---|---|---|---|
| jvl associates llc | 3,182 | $286.5K | 0.11% | −351−9.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,184 | $286.7K | 0.06% | +28+0.9% | Added |
| Capital Advisors, Ltd. LLC | 3,185 | $287.0K | 0.04% | +6+0.2% | Added |
| Breed's Hill Capital LLC | 3,189 | $287.1K | 0.24% | +91+2.9% | Added |
| Hillman Capital Management, Inc. | 3,207 | $288.7K | 0.10% | +45+1.4% | Added |
| Quadrant Private Wealth Management, LLC | 3,186 | $289.0K | 0.07% | +90+2.9% | Added |
| Capstone Investment Advisors, LLC | 3,219 | $289.8K | 0.01% | −37,976−92.2% | Reduced |
| Modera Wealth Management, LLC | 3,221 | $290.0K | 0.00% | +606+23.2% | Added |
| Essex Savings Bank | 3,229 | $290.7K | 0.07% | −126−3.8% | Reduced |
| Perritt Capital Management Inc | 3,232 | $291.0K | 0.15% | +408+14.4% | Added |
| Advus Financial Partners, LLC | 3,233 | $291.1K | 0.08% | −152−4.5% | Reduced |
| Cape Investment Advisory, Inc. | 3,242 | $291.9K | 0.12% | +249+8.3% | Added |
| EverSource Wealth Advisors, LLC | 3,242 | $291.9K | 0.02% | −591−15.4% | Reduced |
| Financial Network Wealth Advisors LLC | 3,249 | $292.5K | 0.24% | −131−3.9% | Reduced |
| Keebeck Wealth Management, LLC | 3,231 | $293.1K | 0.04% | −199−5.8% | Reduced |
| Chicago Capital, LLC | 3,260 | $293.5K | 0.01% | +712+27.9% | Added |
| Signet Financial Management, LLC | 3,277 | $295.0K | 0.04% | +181+5.8% | Added |
| Cobblestone Capital Advisors LLC | 3,289 | $296.1K | 0.02% | −893−21.4% | Reduced |
| Eads & Heald Wealth Management | 3,306 | $298.0K | 0.14% | −640−16.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,313 | $298.3K | 0.01% | +252+8.2% | Added |
| Sunbelt Securities, Inc. | 3,316 | $298.5K | 0.03% | +210+6.8% | Added |
| HHM Wealth Advisors, LLC | 3,341 | $300.8K | 0.04% | +25+0.8% | Added |
| Gamco Investors, Inc. Et Al | 3,342 | $300.9K | 0.00% | −583−14.9% | Reduced |
| Insight Folios Inc | 3,345 | $301.1K | 0.11% | −9−0.3% | Reduced |
| Cornerstone Advisory, LLC | 3,348 | $301.4K | 0.04% | −477−12.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,357 | $302.2K | 0.03% | −1,082−24.4% | Reduced |
| Financial Insights, Inc. | 3,359 | $302.4K | 0.10% | −2,405−41.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 3,363 | $302.8K | 0.38% | −2,637−44.0% | Reduced |
| Duncker Streett & Co Inc | 3,370 | $303.4K | 0.06% | −934−21.7% | Reduced |
| Onefund, LLC | 3,370 | $303.4K | 0.31% | −104−3.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,371 | $303.5K | 0.10% | +3,343+11,939.3% | Added |
| Blue Barn Wealth, LLC | 3,382 | $304.5K | 0.16% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,385 | $304.8K | 0.01% | +3,385 | New |
| Hurlow Wealth Management Group, Inc. | 3,386 | $304.8K | 0.10% | +2+0.1% | Added |
| Alpha Omega Wealth Management LLC | 3,395 | $305.7K | 0.06% | −44−1.3% | Reduced |
| Riverbridge Partners LLC | 3,415 | $307.5K | 0.00% | +3,415 | New |
| Mosaic Financial Group, LLC | 3,420 | $308.0K | 0.22% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,418 | $309.9K | 0.03% | +93+2.8% | Added |
| WealthPlan Investment Management, LLC | 3,460 | $311.5K | 0.03% | +697+25.2% | Added |
| Fiduciary Financial Group, LLC | 3,538 | $311.8K | 0.07% | +4+0.1% | Added |
| Centurion Wealth Management LLC | 3,467 | $312.2K | 0.10% | +3,467 | New |
| Wetzel Investment Advisors, Inc. | 3,444 | $312.5K | 0.16% | +293+9.3% | Added |
| MMBG Investment Advisors Co. | 3,480 | $313.3K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,498 | $314.9K | 0.06% | +23+0.7% | Added |
| Game Creek Capital, LP | 3,500 | $315.1K | 0.17% | −2,375−40.4% | Reduced |
| Alta Advisers Ltd | 3,500 | $315.1K | 0.14% | 00.0% | Unchanged |
| Summitry LLC | 3,503 | $315.4K | 0.02% | −463−11.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,518 | $316.7K | 0.07% | −29−0.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,517 | $317.0K | 0.21% | +3,517 | New |
| Bright Futures Wealth Management, LLC. | 3,504 | $317.2K | 0.15% | −98−2.7% | Reduced |
| Thomasville National Bank | 3,529 | $317.7K | 0.02% | −365−9.4% | Reduced |
| Dakota Community Bank & Trust NA | 3,537 | $318.4K | 1.60% | +43+1.2% | Added |
| Atalanta Sosnoff Capital, LLC | 3,539 | $318.6K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,548 | $319.5K | 0.01% | −17,667−83.3% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $320.5K | 0.11% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,565 | $321.0K | 0.02% | −963−21.3% | Reduced |
| Family Legacy, Inc. | 3,568 | $321.2K | 0.11% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 3,570 | $321.4K | 0.04% | −591−14.2% | Reduced |
| MBB Public Markets I LLC | 3,600 | $324.1K | 0.03% | −90,269−96.2% | Reduced |
| Powers Advisory Group, LLC | 3,602 | $324.3K | 0.16% | −25−0.7% | Reduced |
| Alpha Family Trust | 3,620 | $325.9K | 0.18% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,633 | $327.1K | 0.13% | +400+12.4% | Added |
| Guyasuta Investment Advisors Inc | 3,634 | $327.2K | 0.02% | +379+11.6% | Added |
| Boyd Watterson Asset Management LLC | 3,648 | $328.4K | 0.09% | −803−18.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,653 | $328.9K | 0.15% | −4,268−53.9% | Reduced |
| Inceptionr LLC | 3,657 | $329.2K | 0.08% | −11,436−75.8% | Reduced |
| Forza Wealth Management, LLC | 3,661 | $329.6K | 0.15% | +1,055+40.5% | Added |
| Global Trust Asset Management, LLC | 3,665 | $330.0K | 0.12% | +259+7.6% | Added |
| Cohen & Steers, Inc. | 3,661 | $330.0K | 0.00% | +70+1.9% | Added |
| Renasant Bank | 3,670 | $330.4K | 0.22% | −579−13.6% | Reduced |
| Parkside Investments, LLC | 3,694 | $332.6K | 0.05% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,695 | $332.7K | 0.03% | −575−13.5% | Reduced |
| Okabena Investment Services Inc | 3,696 | $332.8K | 0.09% | +448+13.8% | Added |
| Guardian Wealth Advisors, LLC | 3,699 | $333.0K | 0.21% | −4−0.1% | Reduced |
| David Loasby | 3,802 | $333.7K | 0.03% | +360+10.5% | Added |
| Sage Private Wealth Group, LLC | 3,708 | $333.9K | 0.26% | −427−10.3% | Reduced |
| Blueprint Investment Partners LLC | 3,712 | $334.2K | 0.06% | +3,712 | New |
| Red Door Wealth Management, LLC | 3,713 | $334.3K | 0.06% | −69−1.8% | Reduced |
| Callan Family Office, LLC | 3,723 | $335.2K | 0.06% | +808+27.7% | Added |
| Strategic Investment Advisors | 3,724 | $335.2K | 0.04% | −30−0.8% | Reduced |
| Excalibur Management Corp | 3,727 | $335.5K | 0.13% | +54+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 3,739 | $336.6K | 0.01% | −935−20.0% | Reduced |
| Precision Wealth Strategies, LLC | 3,741 | $336.8K | 0.31% | +118+3.3% | Added |
| First Interstate Bank | 3,751 | $337.7K | 0.02% | +3,751 | New |
| Pinnacle Bancorp, Inc. | 3,774 | $339.8K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,774 | $340.0K | 0.02% | +183+5.1% | Added |
| Delta Financial Group, Inc. | 3,799 | $342.0K | 0.13% | −133−3.4% | Reduced |
| FNY Investment Advisers, LLC | 3,800 | $342.0K | 0.17% | +3,800 | New |
| Simon Quick Advisors, LLC | 3,807 | $342.7K | 0.02% | +643+20.3% | Added |
| West Family Investments, Inc. | 3,815 | $343.5K | 0.12% | +3,815 | New |
| Clarius Group, LLC | 3,848 | $343.9K | 0.02% | −289−7.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,820 | $343.9K | 0.05% | −57−1.5% | Reduced |
| Virtue Capital Management, LLC | 3,827 | $344.5K | 0.07% | −839−18.0% | Reduced |
| Arcataur Capital Management LLC | 3,844 | $346.1K | 0.12% | −3−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 3,852 | $346.8K | 0.06% | −812−17.4% | Reduced |
| Verity Asset Management, Inc. | 3,859 | $347.5K | 0.13% | −1,499−28.0% | Reduced |
| Good Life Advisors, LLC | 3,870 | $348.3K | 0.02% | +276+7.7% | Added |
| Summit Investment Advisory Services, LLC | 3,871 | $348.5K | 0.18% | +3,871 | New |
| Caldwell Sutter Capital, Inc. | 3,883 | $349.6K | 0.16% | +46+1.2% | Added |
| Stiles Financial Services Inc | 3,891 | $350.4K | 0.12% | +3+0.1% | Added |