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 |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,961 | $446.6K | 0.04% | +150+3.1% | Added |
| Chicago Partners Investment Group LLC | 4,870 | $449.3K | 0.02% | +1,337+37.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,717 | $450.0K | 0.17% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,000 | $450.1K | 0.33% | −12,500−71.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $450.1K | 0.29% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 5,002 | $450.3K | 0.19% | −1,470−22.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 5,019 | $451.9K | 0.14% | −118−2.3% | Reduced |
| Wakefield Asset Management LLLP | 5,022 | $452.1K | 0.15% | +28+0.6% | Added |
| Core Wealth Partners LLC | 5,030 | $452.9K | 0.27% | −311−5.8% | Reduced |
| Magnetar Financial LLC | 5,046 | $454.3K | 0.01% | −186,768−97.4% | Reduced |
| Gsa Capital Partners LLP | 5,064 | $456.0K | 0.03% | −11,995−70.3% | Reduced |
| Ocean Capital Management, LLC | 5,109 | $460.0K | 0.11% | +5,109 | New |
| Avestar Capital, LLC | 5,113 | $460.3K | 0.05% | +88+1.8% | Added |
| Formidable Asset Management, LLC | 5,119 | $460.8K | 0.07% | −814−13.7% | Reduced |
| Mechanics Financial Corp | 5,126 | $461.5K | 0.20% | −920−15.2% | Reduced |
| First Heartland Consultants, Inc. | 5,127 | $462.0K | 0.05% | −82−1.6% | Reduced |
| Cascades Capital Asset Management, LLC | 5,139 | $462.7K | 0.25% | +5,139 | New |
| Leavell Investment Management, Inc. | 5,105 | $463.2K | 0.02% | −70−1.4% | Reduced |
| Resurgent Financial Advisors LLC | 5,186 | $466.9K | 0.27% | −1,033−16.6% | Reduced |
| Waters Parkerson & Co., LLC | 5,203 | $468.0K | 0.02% | −125−2.3% | Reduced |
| Balanced Rock Investment Advisor | 5,209 | $469.0K | 0.37% | −44−0.8% | Reduced |
| Boyar Asset Management Inc. | 5,213 | $469.3K | 0.30% | +385+8.0% | Added |
| Axecap Investments, LLC | 5,224 | $470.3K | 0.36% | +5,224 | New |
| Tranquilli Financial Advisor LLC | 5,228 | $470.7K | 0.30% | +65+1.3% | Added |
| LGL Partners, LLC | 5,232 | $471.0K | 0.07% | −760−12.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,233 | $471.1K | 0.05% | +200+4.0% | Added |
| Global X Japan Co., Ltd. | 5,276 | $475.0K | 0.06% | +57+1.1% | Added |
| L2 Asset Management, LLC | 5,280 | $475.4K | 0.13% | +178+3.5% | Added |
| Ascent Group, LLC | 5,286 | $475.9K | 0.04% | +5,286 | New |
| Bedell Frazier Investment Counseling, LLC | 5,287 | $476.0K | 0.11% | −389−6.9% | Reduced |
| TCI Wealth Advisors, Inc. | 5,290 | $476.3K | 0.04% | −326−5.8% | Reduced |
| LSV Asset Management | 5,300 | $477.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 5,300 | $477.2K | 0.09% | +5,300 | New |
| Center for Financial Planning, Inc. | 5,308 | $477.9K | 0.06% | −279−5.0% | Reduced |
| Barry Investment Advisors, LLC | 5,354 | $482.0K | 0.15% | −920−14.7% | Reduced |
| Manchester Capital Management LLC | 5,396 | $485.8K | 0.06% | −3−0.1% | Reduced |
| Shepherd Financial Partners LLC | 5,408 | $486.9K | 0.06% | +87+1.6% | Added |
| Ti-Trust, Inc | 5,410 | $487.1K | 0.35% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 5,419 | $487.9K | 0.11% | −200−3.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 5,429 | $488.8K | 0.15% | +1,628+42.8% | Added |
| Merit Financial Group, LLC | 5,439 | $489.7K | 0.01% | −10,441−65.7% | Reduced |
| IVC Wealth Advisors LLC | 5,456 | $491.2K | 0.27% | −1,481−21.3% | Reduced |
| Ballast Advisors LLC | 5,461 | $491.7K | 0.15% | 00.0% | Unchanged |
| First Manhattan Co | 5,427 | $492.4K | 0.00% | +130+2.5% | Added |
| Mission Wealth Management, LP | 5,470 | $492.5K | 0.01% | −200−3.5% | Reduced |
| Lakeview Capital Partners, LLC | 5,477 | $493.2K | 0.08% | −174−3.1% | Reduced |
| Cahill Financial Advisors Inc | 5,480 | $493.4K | 0.07% | +2,189+66.5% | Added |
| Athena Investment Management | 5,488 | $494.1K | 0.28% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,498 | $495.0K | 0.11% | +29+0.5% | Added |
| Cordatus Wealth Management LLC | 5,513 | $496.0K | 0.18% | 00.0% | Unchanged |
| DMG Group, LLC | 5,520 | $497.0K | 0.40% | −2,767−33.4% | Reduced |
| Abbot Financial Management, Inc. | 5,527 | $497.6K | 0.25% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,534 | $498.2K | 0.01% | −46,467−89.4% | Reduced |
| Flputnam Investment Management Co | 5,536 | $498.4K | 0.01% | −12−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 5,546 | $499.3K | 0.41% | −125−2.2% | Reduced |
| GYL Financial Synergies, LLC | 5,546 | $499.3K | 0.04% | −2,011−26.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,549 | $499.6K | 0.10% | −1,093−16.5% | Reduced |
| High Note Wealth, LLC | 5,623 | $506.2K | 0.14% | −236−4.0% | Reduced |
| Code Waechter LLC | 5,642 | $508.0K | 0.48% | +5,642 | New |
| 1776 Wealth LLC | 5,656 | $509.2K | 0.23% | −339−5.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,677 | $511.1K | 0.41% | +318+5.9% | Added |
| Advisor Resource Council | 5,693 | $512.5K | 0.23% | +5,693 | New |
| Baxter Bros Inc | 5,700 | $513.2K | 0.07% | −814−12.5% | Reduced |
| LWMG, LLC | 5,706 | $513.7K | 0.10% | +35+0.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,710 | $514.1K | 0.28% | +400+7.5% | Added |
| Gilbert & Cook, Inc. | 5,718 | $514.8K | 0.07% | −22−0.4% | Reduced |
| First Affirmative Financial Network | 5,755 | $518.1K | 0.28% | −691−10.7% | Reduced |
| New Hampshire Trust | 5,782 | $520.6K | 0.11% | +55+1.0% | Added |
| RMB Capital Management, LLC | 5,785 | $520.9K | 0.01% | +5,785 | New |
| PDT Partners, LLC | 5,800 | $522.2K | 0.05% | +5,800 | New |
| Apriem Advisors | 5,806 | $522.7K | 0.06% | +67+1.2% | Added |
| Dark Forest Capital Management LP | 5,865 | $528.0K | 0.07% | +5,865 | New |
| Waldron Private Wealth LLC | 5,868 | $528.3K | 0.02% | −131−2.2% | Reduced |
| Hodges Capital Management Inc. | 5,886 | $529.9K | 0.03% | −7,907−57.3% | Reduced |
| Clear Street Markets LLC | 5,900 | $531.0K | 0.34% | +5,900 | New |
| Kidder Stephen W | 5,910 | $532.1K | 0.16% | −11,505−66.1% | Reduced |
| Continuum Advisory, LLC | 6,224 | $535.3K | 0.07% | +351+6.0% | Added |
| Kestra Investment Management, LLC | 5,959 | $536.5K | 0.02% | +5,959 | New |
| Caldwell Trust Co | 5,969 | $537.4K | 0.06% | +247+4.3% | Added |
| Clough Capital Partners L P | 6,000 | $540.2K | 0.06% | −6,900−53.5% | Reduced |
| Thrive Wealth Management, LLC | 6,016 | $541.6K | 0.10% | +22+0.4% | Added |
| Hudson Portfolio Management LLC | 6,040 | $543.8K | 0.53% | +6,040 | New |
| Northstar Asset Management LLC | 6,065 | $546.0K | 0.13% | −3,710−38.0% | Reduced |
| Lake Street Advisors Group, LLC | 6,024 | $546.6K | 0.03% | +118+2.0% | Added |
| Dorchester Wealth Management Co | 6,072 | $546.7K | 0.10% | +175+3.0% | Added |
| Papp L Roy & Associates | 6,086 | $547.9K | 0.07% | −70−1.1% | Reduced |
| Journey Advisory Group, LLC | 6,967 | $548.4K | 0.07% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,113 | $550.4K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Services | 6,136 | $552.4K | 0.21% | +492+8.7% | Added |
| Crumly & Associates Inc. | 6,136 | $552.4K | 0.15% | −115−1.8% | Reduced |
| Sentry Investment Management LLC | 6,147 | $553.0K | 0.23% | −289−4.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,146 | $553.3K | 0.03% | −667−9.8% | Reduced |
| Applied Capital LLC | 6,165 | $555.0K | 0.43% | −197−3.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,190 | $557.3K | 0.12% | 00.0% | Unchanged |
| Everpar Advisors LLC | 6,199 | $558.1K | 0.29% | −1,054−14.5% | Reduced |
| 1620 Investment Advisors, Inc. | 6,242 | $562.0K | 0.41% | +94+1.5% | Added |
| Diversified Trust Co | 6,246 | $562.3K | 0.01% | −324−4.9% | Reduced |
| EPG Wealth Management LLC | 6,253 | $563.0K | 0.14% | +6,253 | Added |
| WBI Investments | 6,256 | $563.2K | 0.14% | +6,256 | New |
| General Partner, Inc. | 6,257 | $563.3K | 0.35% | 00.0% | Unchanged |