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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 3,894 | $350.6K | 0.10% | −130−3.2% | Reduced |
| Optas, LLC | 3,894 | $350.6K | 0.08% | +707+22.2% | Added |
| Hedges Asset Management LLC | 3,900 | $351.1K | 0.23% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,901 | $351.2K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 3,909 | $351.9K | 0.01% | −278−6.6% | Reduced |
| ELCO Management Co., LLC | 3,913 | $352.3K | 0.19% | −230−5.6% | Reduced |
| Wynn Capital, LLC | 3,921 | $353.0K | 0.23% | +640+19.5% | Added |
| Sciencast Management LP | 3,929 | $353.7K | 0.10% | −5,555−58.6% | Reduced |
| E Fund Management Co., Ltd. | 3,930 | $353.8K | 0.02% | −218−5.3% | Reduced |
| CNB Bank | 3,935 | $354.3K | 0.16% | −1,129−22.3% | Reduced |
| Peoples Bank | 3,936 | $354.4K | 0.18% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,936 | $354.4K | 0.17% | +41+1.1% | Added |
| Creekside Partners | 3,941 | $354.8K | 0.18% | +3,941 | New |
| PrairieView Partners, LLC | 3,967 | $357.0K | 0.04% | −14−0.4% | Reduced |
| Aviance Capital Partners, LLC | 3,980 | $358.3K | 0.05% | −79−1.9% | Reduced |
| SageView Advisory Group, LLC | 3,983 | $358.5K | 0.02% | −1,522−27.6% | Reduced |
| Brass Tax Wealth Management, Inc | 3,984 | $358.6K | 0.08% | +3,984 | New |
| 49 Wealth Management, LLC | 3,995 | $359.7K | 0.06% | −1,215−23.3% | Reduced |
| Northwest Financial Advisors | 4,006 | $360.6K | 0.29% | −12−0.3% | Reduced |
| Axq Capital, LP | 4,018 | $361.7K | 0.11% | +4,018 | New |
| Signal Advisors Wealth, LLC | 4,046 | $364.3K | 0.05% | +4,046 | New |
| Camden Capital, LLC | 4,073 | $366.7K | 0.04% | +626+18.2% | Added |
| Prelude Capital Management, LLC | 4,081 | $367.4K | 0.03% | +4,081 | New |
| Trilogy Capital Inc. | 4,082 | $367.5K | 0.02% | +192+4.9% | Added |
| Baker Avenue Asset Management, LP | 4,084 | $367.7K | 0.01% | +450+12.4% | Added |
| FLC Capital Advisors | 4,109 | $369.9K | 0.09% | −125−3.0% | Reduced |
| Register Financial Advisors LLC | 4,110 | $370.0K | 0.19% | −153−3.6% | Reduced |
| First City Capital Management, Inc. | 4,123 | $371.2K | 0.19% | +116+2.9% | Added |
| Acadian Asset Management LLC | 4,162 | $374.0K | 0.00% | −34,322−89.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,168 | $375.3K | 0.14% | +110+2.7% | Added |
| Catalyst Financial Partners LLC | 4,173 | $375.7K | 0.07% | −175−4.0% | Reduced |
| Triangle Securities Wealth Management | 4,182 | $376.5K | 0.10% | −772−15.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,189 | $377.1K | 0.01% | −90−2.1% | Reduced |
| Raleigh Capital Management Inc. | 4,192 | $377.4K | 0.15% | −674−13.9% | Reduced |
| Aspen Investment Management Inc | 4,214 | $379.0K | 0.18% | −200−4.5% | Reduced |
| Bennett Associates Wealth Management | 4,215 | $379.5K | 0.31% | +205+5.1% | Added |
| Empower Advisory Group, LLC | 4,216 | $379.6K | 0.00% | −148−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,238 | $381.5K | 0.03% | −2,605−38.1% | Reduced |
| Wolverine Asset Management LLC | 4,241 | $381.8K | 0.01% | −24,493−85.2% | Reduced |
| Accurate Wealth Management, LLC | 4,262 | $382.9K | 0.08% | −198−4.4% | Reduced |
| Childress Capital Advisors, LLC | 4,265 | $384.0K | 0.10% | +1,354+46.5% | Added |
| Park Edge Advisors, LLC | 4,275 | $384.9K | 0.11% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 4,286 | $385.9K | 0.25% | 00.0% | Unchanged |
| Davis Capital Management | 4,305 | $387.6K | 0.31% | −124−2.8% | Reduced |
| Capula Management Ltd | 4,312 | $388.2K | 0.00% | +4,312 | New |
| Heritage Oak Wealth Advisors LLC | 4,315 | $388.5K | 0.18% | −1,247−22.4% | Reduced |
| New Wave Wealth Advisors LLC | 4,315 | $388.5K | 0.18% | −130−2.9% | Reduced |
| Harbour Trust & Investment Management Co | 4,348 | $391.4K | 0.04% | −191−4.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,357 | $392.3K | 0.23% | +90+2.1% | Added |
| Jeppson Wealth Management, LLC | 4,362 | $392.7K | 0.14% | −85−1.9% | Reduced |
| Oxford Asset Management LLP | 4,374 | $393.8K | 0.33% | +4,374 | New |
| Peoples Financial Services Corp. | 4,380 | $394.3K | 0.18% | −407−8.5% | Reduced |
| First Financial Bank - Trust Division | 4,382 | $394.5K | 0.04% | −3−0.1% | Reduced |
| KPP Advisory Services LLC | 4,404 | $396.5K | 0.10% | −218−4.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,412 | $397.2K | 0.03% | −60−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $399.7K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,451 | $400.7K | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,489 | $404.1K | 0.08% | +4,489 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $404.2K | 0.15% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 4,493 | $404.5K | 0.17% | +1,734+62.8% | Added |
| North Star Asset Management Inc | 4,505 | $405.6K | 0.02% | +84+1.9% | Added |
| Garrett Wealth Advisory Group, LLC | 4,541 | $408.8K | 0.10% | +20.0% | Added |
| MBA Advisors LLC | 4,546 | $409.3K | 0.20% | −26−0.6% | Reduced |
| Nwam LLC | 4,562 | $410.7K | 0.03% | −281−5.8% | Reduced |
| Northwest Bancshares, Inc. | 4,585 | $412.8K | 0.07% | −44−1.0% | Reduced |
| Legacy Advisory Services, LLC | 4,585 | $412.8K | 0.35% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 4,586 | $412.9K | 0.09% | +4,586 | New |
| Oddo BHF Asset Management SAS | 4,605 | $414.6K | 0.02% | +4,605 | New |
| Alerus Financial NA | 4,606 | $414.7K | 0.03% | −10.0% | Reduced |
| Westpac Banking Corp | 4,615 | $415.5K | 0.03% | +1,613+53.7% | Added |
| RIA Advisory Group LLC | 4,627 | $416.6K | 0.15% | +4,627 | New |
| Seelaus Asset Management LLC | 4,630 | $416.8K | 0.38% | −440−8.7% | Reduced |
| US Asset Management LLC | 4,740 | $417.0K | 0.37% | −9−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 4,632 | $417.0K | 0.14% | −143−3.0% | Reduced |
| Wedmont Private Capital | 4,798 | $417.6K | 0.02% | +457+10.5% | Added |
| CWA Asset Management Group, LLC | 4,639 | $417.6K | 0.02% | +4,639 | New |
| FIL Ltd | 4,666 | $420.1K | 0.00% | −42,738−90.2% | Reduced |
| Advisor OS, LLC | 4,682 | $421.5K | 0.04% | +276+6.3% | Added |
| First County Bank | 4,684 | $421.7K | 0.21% | −1,153−19.8% | Reduced |
| Schechter Investment Advisors, LLC | 4,690 | $422.2K | 0.03% | −851−15.4% | Reduced |
| Alethea Capital Management, LLC | 4,714 | $424.4K | 0.31% | +4,714 | New |
| Martin Investment Management, LLC | 4,718 | $424.8K | 0.10% | +5+0.1% | Added |
| BSW Wealth Partners | 4,730 | $425.8K | 0.06% | −2,595−35.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,735 | $426.3K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $427.1K | 0.07% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 4,752 | $427.8K | 0.11% | +1,769+59.3% | Added |
| SS&H Financial Advisors, Inc. | 4,756 | $428.0K | 0.16% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,737 | $429.0K | 0.01% | +375+8.6% | Added |
| Wealth Alliance | 4,783 | $430.6K | 0.05% | −570−10.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,791 | $431.3K | 0.27% | −178−3.6% | Reduced |
| Chaney Capital Management, Inc. | 4,800 | $432.1K | 0.24% | +4,800 | New |
| Harfst & Associates, Inc. | 4,803 | $432.4K | 0.10% | −2,558−34.8% | Reduced |
| Interchange Capital Partners, LLC | 4,803 | $432.8K | 0.15% | −147−3.0% | Reduced |
| DGS Capital Management, LLC | 4,819 | $433.9K | 0.12% | −737−13.3% | Reduced |
| Financial Management Professionals, Inc. | 4,816 | $434.0K | 0.05% | +12+0.2% | Added |
| Principle Wealth Partners LLC | 4,826 | $434.5K | 0.03% | −1,713−26.2% | Reduced |
| Martingale Asset Management L P | 4,873 | $438.7K | 0.01% | −4−0.1% | Reduced |
| AllSquare Wealth Management LLC | 4,884 | $439.7K | 0.25% | +100+2.1% | Added |
| Greenfield Savings Bank | 4,886 | $439.9K | 0.21% | +2,050+72.3% | Added |
| Ambassador Advisors, LLC | 4,909 | $442.0K | 0.08% | −525−9.7% | Reduced |