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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 6,273 | $565.0K | 0.04% | +23+0.4% | Added |
| Cito Capital Group, LLC | 6,238 | $565.0K | 0.21% | +200+3.3% | Added |
| Checchi Capital Advisers, LLC | 6,281 | $565.5K | 0.04% | +327+5.5% | Added |
| DRW Securities, LLC | 6,288 | $566.1K | 0.03% | +1,512+31.7% | Added |
| MONECO Advisors, LLC | 6,293 | $566.6K | 0.07% | +265+4.4% | Added |
| Point72 Hong Kong Ltd | 6,311 | $568.2K | 0.04% | +6,311 | New |
| Wallace Advisory Group, LLC | 7,224 | $568.6K | 0.42% | −145−2.0% | Reduced |
| Syntax Research, Inc. | 6,319 | $568.9K | 0.38% | +5,408+593.6% | Added |
| Quarry LP | 6,343 | $571.1K | 0.17% | +4,840+322.0% | Added |
| Washington Trust Bank | 6,354 | $572.0K | 0.05% | +133+2.1% | Added |
| Stonegate Investment Group, LLC | 6,363 | $572.9K | 0.02% | +1,063+20.1% | Added |
| Tritonpoint Wealth, LLC | 6,372 | $573.6K | 0.05% | −5,225−45.1% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $576.0K | 0.23% | 00.0% | Unchanged |
| White Pine Capital LLC | 6,399 | $576.1K | 0.20% | −115−1.8% | Reduced |
| First PREMIER Bank | 6,417 | $577.0K | 0.14% | +116+1.8% | Added |
| Vicus Capital | 6,418 | $577.8K | 0.05% | −1,822−22.1% | Reduced |
| Midland Wealth Advisors LLC | 6,432 | $579.1K | 0.03% | −124−1.9% | Reduced |
| Graypoint LLC | 6,444 | $580.2K | 0.04% | +102+1.6% | Added |
| Measured Wealth Private Client Group, LLC | 6,448 | $580.5K | 0.19% | −150−2.3% | Reduced |
| Strategic Wealth Designers | 6,465 | $581.9K | 0.06% | −21−0.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,472 | $582.7K | 0.48% | +6,472 | New |
| Patrick M Sweeney & Associates, Inc | 6,499 | $585.1K | 0.43% | +444+7.3% | Added |
| Coastwise Capital Group, LLC | 6,500 | $585.2K | 0.48% | +1,100+20.4% | Added |
| Americana Partners, LLC | 6,505 | $585.6K | 0.04% | −162−2.4% | Reduced |
| Tudor Financial Inc. | 6,505 | $585.6K | 0.36% | +6,505 | New |
| Aigen Investment Management, LP | 6,508 | $585.9K | 0.11% | +6,508 | New |
| United Advisor Group, LLC | 6,513 | $586.4K | 0.13% | +2,141+49.0% | Added |
| Westhampton Capital, LLC | 6,525 | $587.4K | 0.30% | −1,000−13.3% | Reduced |
| Parkside Financial Bank & Trust | 6,531 | $588.0K | 0.08% | +74+1.1% | Added |
| Cypress Wealth Services, LLC | 6,545 | $589.2K | 0.12% | −128−1.9% | Reduced |
| Rogco, LP | 6,572 | $591.7K | 0.23% | −481−6.8% | Reduced |
| Aaron Wealth Advisors | 6,573 | $591.8K | 0.07% | +2,720+70.6% | Added |
| Redmond Asset Management, LLC | 6,578 | $592.2K | 0.19% | +96+1.5% | Added |
| Silverlake Wealth Management LLC | 6,584 | $592.7K | 0.23% | −155−2.3% | Reduced |
| ABLE Financial Group, LLC | 6,586 | $592.9K | 0.18% | +131+2.0% | Added |
| Trustco Bank Corp N Y | 6,592 | $593.5K | 0.60% | −326−4.7% | Reduced |
| City State Bank | 6,618 | $595.8K | 0.22% | −1,237−15.7% | Reduced |
| Intrust Bank NA | 6,649 | $598.6K | 0.06% | +853+14.7% | Added |
| StoneX Group Inc. | 6,655 | $602.5K | 0.04% | +1,706+34.5% | Added |
| Winthrop Capital Management, LLC | 6,726 | $606.0K | 0.29% | +431+6.8% | Added |
| Tiaa Trust, National Association | 6,741 | $606.9K | 0.00% | −248−3.5% | Reduced |
| Mayflower Financial Advisors, LLC | 6,808 | $612.9K | 0.09% | −1,514−18.2% | Reduced |
| Gen-Wealth Partners Inc | 6,809 | $616.2K | 0.27% | +309+4.8% | Added |
| InTrack Investment Management Inc | 6,875 | $619.0K | 0.44% | −123−1.8% | Reduced |
| Marino, Stram & Associates LLC | 6,885 | $619.8K | 0.14% | +24+0.3% | Added |
| AdvisorNet Financial, Inc | 6,891 | $620.4K | 0.05% | +77+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 6,906 | $621.7K | 0.06% | −3,107−31.0% | Reduced |
| Windsor Capital Management, LLC | 6,915 | $622.6K | 0.18% | −313−4.3% | Reduced |
| Beta Wealth Group, Inc. | 6,918 | $622.8K | 0.28% | +306+4.6% | Added |
| Biltmore Wealth Management, LLC | 6,925 | $623.5K | 0.26% | +510+8.0% | Added |
| Phillips Wealth Planners LLC | 6,985 | $628.6K | 0.60% | −103−1.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,000 | $630.2K | 0.07% | +7,000 | New |
| Bollard Group LLC | 7,029 | $633.0K | 0.02% | +35+0.5% | Added |
| Spirit of America Management Corp | 7,069 | $636.4K | 0.13% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,075 | $637.0K | 0.09% | +1,300+22.5% | Added |
| Crestwood Advisors Group LLC | 7,089 | $638.2K | 0.01% | +525+8.0% | Added |
| Kennebec Savings Bank | 7,106 | $639.8K | 0.63% | +7,106 | New |
| Sittner & Nelson, LLC | 7,134 | $642.3K | 0.29% | +10.0% | Added |
| Dempze Nancy E | 7,143 | $643.1K | 0.36% | −10,091−58.6% | Reduced |
| Avantax Planning Partners, Inc. | 7,167 | $645.3K | 0.02% | −988−12.1% | Reduced |
| Martin & Co Inc | 7,177 | $646.2K | 0.15% | −50−0.7% | Reduced |
| United Community Bank | 7,233 | $651.2K | 0.25% | −2,151−22.9% | Reduced |
| American State Bank (Iowa) | 7,246 | $652.4K | 0.40% | −19−0.3% | Reduced |
| Bank of Stockton | 7,251 | $652.8K | 0.20% | +6+0.1% | Added |
| PAX Financial Group, LLC | 7,276 | $655.0K | 0.12% | +49+0.7% | Added |
| Hunter Associates Investment Management LLC | 7,259 | $656.0K | 0.10% | 00.0% | Unchanged |
| CX Institutional | 7,290 | $656.3K | 0.03% | +608+9.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,310 | $658.2K | 0.26% | +41+0.6% | Added |
| New Vernon Investment Management LLC | 7,313 | $658.4K | 0.71% | 00.0% | Unchanged |
| Lynch & Associates | 7,324 | $659.4K | 0.14% | +1,000+15.8% | Added |
| Hartline Investment Corp | 7,375 | $664.0K | 0.08% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 7,392 | $665.5K | 0.22% | −24−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,400 | $666.2K | 0.05% | −57−0.8% | Reduced |
| Founders Capital Management, LLC | 7,416 | $667.7K | 0.12% | +100+1.4% | Added |
| San Luis Wealth Advisors LLC | 7,416 | $668.0K | 0.14% | +4,146+126.8% | Added |
| Nebula Research & Development LLC | 7,436 | $669.5K | 0.08% | −25,721−77.6% | Reduced |
| Net Worth Advisory Group | 7,448 | $670.5K | 0.20% | +7,448 | New |
| Fiduciary Family Office, LLC | 7,463 | $671.9K | 0.22% | +1,763+30.9% | Added |
| Angeles Investment Advisors, LLC | 7,437 | $672.1K | 0.03% | −5,349−41.8% | Reduced |
| LCNB Corp | 7,516 | $676.7K | 0.24% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 7,539 | $678.7K | 0.03% | −371−4.7% | Reduced |
| Roberts Glore & Co Inc | 7,562 | $680.8K | 0.20% | −175−2.3% | Reduced |
| Prestige Wealth Management Group LLC | 7,522 | $682.5K | 0.14% | −184−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,586 | $683.0K | 0.07% | +815+12.0% | Added |
| USAdvisors Wealth Management, LLC | 7,680 | $685.0K | 0.24% | 00.0% | Unchanged |
| First Foundation Advisors | 7,611 | $685.2K | 0.03% | −3,467−31.3% | Reduced |
| Loudon Investment Management, LLC | 7,611 | $685.2K | 0.38% | −257−3.3% | Reduced |
| Montag A & Associates Inc | 7,554 | $685.3K | 0.03% | −1,585−17.3% | Reduced |
| Copley Financial Group, Inc. | 7,706 | $693.8K | 0.63% | +7,706 | New |
| SeaCrest Wealth Management, LLC | 7,716 | $694.7K | 0.07% | −5,247−40.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,756 | $698.3K | 0.11% | +92+1.2% | Added |
| Bray Capital Advisors | 7,764 | $699.0K | 0.17% | −530−6.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,776 | $700.1K | 0.50% | +7,776 | New |
| Corundum Group, Inc. | 7,790 | $701.3K | 0.32% | −2,778−26.3% | Reduced |
| Kovack Advisors, Inc. | 7,809 | $703.0K | 0.07% | −532−6.4% | Reduced |
| Cim Investment Mangement Inc | 7,823 | $704.3K | 0.21% | −141−1.8% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,835 | $705.4K | 0.42% | +435+5.9% | Added |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,865 | $708.1K | 0.02% | −549−6.5% | Reduced |
| HF Advisory Group, LLC | 7,873 | $708.8K | 0.33% | +992+14.4% | Added |