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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 7,897 | $711.0K | 0.21% | −2,538−24.3% | Reduced |
| Probity Advisors, Inc. | 7,911 | $712.3K | 0.14% | +718+10.0% | Added |
| Jarislowsky, Fraser Ltd | 7,923 | $713.3K | 0.00% | −632−7.4% | Reduced |
| Salvus Wealth Management, LLC | 7,924 | $713.4K | 0.44% | +100+1.3% | Added |
| Flagship Harbor Advisors, LLC | 7,956 | $716.3K | 0.04% | −478−5.7% | Reduced |
| Lindbrook Capital, LLC | 7,970 | $717.5K | 0.06% | −239−2.9% | Reduced |
| Evexia Wealth LLC | 8,252 | $718.3K | 0.25% | −24,746−75.0% | Reduced |
| CVA Family Office, LLC | 7,988 | $719.2K | 0.12% | −644−7.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,010 | $721.0K | 0.52% | +275+3.6% | Added |
| Keynote Financial Services LLC | 8,032 | $723.1K | 0.55% | −400−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 8,034 | $723.3K | 0.12% | −34−0.4% | Reduced |
| Belpointe Asset Management LLC | 8,040 | $723.9K | 0.04% | +1,284+19.0% | Added |
| PFG Investments, LLC | 8,050 | $724.7K | 0.05% | −1,190−12.9% | Reduced |
| Heritage Family Offices, LLP | 8,052 | $724.9K | 0.37% | +63+0.8% | Added |
| Titleist Asset Management, LLC | 8,067 | $726.3K | 0.11% | +1,457+22.0% | Added |
| Hartford Funds Management Co LLC | 8,082 | $727.6K | 0.07% | +305+3.9% | Added |
| OmniStar Financial Group, Inc. | 8,140 | $732.8K | 0.55% | +8,140 | New |
| Inscription Capital, LLC | 8,157 | $734.4K | 0.11% | −498−5.8% | Reduced |
| Strategic Blueprint, LLC | 8,180 | $736.5K | 0.05% | −445−5.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,214 | $740.0K | 0.28% | −1,091−11.7% | Reduced |
| Whittier Trust Co | 8,243 | $742.1K | 0.01% | +7+0.1% | Added |
| Simmons Bank | 8,260 | $743.6K | 0.05% | −701−7.8% | Reduced |
| Investment Advisory Services Inc | 8,266 | $744.1K | 0.26% | +66+0.8% | Added |
| Csenge Advisory Group | 8,337 | $745.0K | 0.04% | +311+3.9% | Added |
| AE Wealth Management LLC | 8,330 | $749.9K | 0.01% | −1,248−13.0% | Reduced |
| Syon Capital LLC | 8,337 | $750.6K | 0.07% | −1,554−15.7% | Reduced |
| United Asset Strategies, Inc. | 8,345 | $751.3K | 0.07% | −98,102−92.2% | Reduced |
| Community Financial Services Group, LLC | 8,410 | $757.2K | 0.15% | −1,558−15.6% | Reduced |
| West Michigan Advisors, LLC | 8,392 | $761.2K | 0.23% | −111−1.3% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $762.1K | 0.21% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,473 | $762.8K | 0.03% | −2,008−19.2% | Reduced |
| Van Hulzen Asset Management, LLC | 8,484 | $764.0K | 0.06% | +539+6.8% | Added |
| Cooper Financial Group | 8,504 | $765.6K | 0.10% | +163+2.0% | Added |
| Encompass Wealth Advisors, LLC | 8,543 | $769.1K | 0.19% | 00.0% | Unchanged |
| McDaniel Terry & Co | 8,568 | $771.0K | 0.06% | +250+3.0% | Added |
| Buckingham Strategic Partners | 8,589 | $773.3K | 0.02% | −932−9.8% | Reduced |
| Burney Co | 8,614 | $775.5K | 0.03% | +300+3.6% | Added |
| Marcum Wealth, LLC | 8,646 | $778.4K | 0.07% | −1,012−10.5% | Reduced |
| Nations Financial Group Inc, | 8,672 | $780.8K | 0.06% | −3,952−31.3% | Reduced |
| Washington Capital Management Inc | 8,695 | $782.8K | 0.60% | −400−4.4% | Reduced |
| Providence Capital Advisors, LLC | 8,700 | $783.3K | 0.16% | −61,317−87.6% | Reduced |
| Biltmore Family Office, LLC | 8,636 | $783.5K | 0.13% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,718 | $784.9K | 0.37% | +13+0.1% | Added |
| Beacon Financial Advisory LLC | 8,736 | $786.5K | 0.27% | −21−0.2% | Reduced |
| CenterBook Partners LP | 8,767 | $789.3K | 0.05% | −51,338−85.4% | Reduced |
| Paladin Wealth, LLC | 8,768 | $789.4K | 0.69% | +8,768 | New |
| First National Bank & Trust Co of Newtown | 8,771 | $789.6K | 0.15% | −95−1.1% | Reduced |
| Financial Sense Advisors, Inc. | 8,774 | $789.9K | 0.22% | −35−0.4% | Reduced |
| Violich Capital Management, Inc. | 8,865 | $798.0K | 0.10% | 00.0% | Unchanged |
| Patten & Patten Inc | 8,939 | $804.8K | 0.05% | +1,731+24.0% | Added |
| Peapack Gladstone Financial Corp | 8,949 | $805.0K | 0.01% | −1,822−16.9% | Reduced |
| Winch Advisory Services, LLC | 8,976 | $808.1K | 0.22% | −1,537−14.6% | Reduced |
| Sound Financial Strategies Group, LLC | 9,007 | $810.9K | 0.65% | +236+2.7% | Added |
| Aspire Wealth Management Corp | 9,012 | $811.4K | 0.44% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 9,109 | $820.0K | 0.11% | −367−3.9% | Reduced |
| Private Trust Co NA | 9,155 | $824.3K | 0.08% | −310−3.3% | Reduced |
| Insigneo Advisory Services, LLC | 9,300 | $837.2K | 0.08% | −2,239−19.4% | Reduced |
| Grove Bank & Trust | 9,313 | $838.4K | 0.12% | −55−0.6% | Reduced |
| Diligent Investors, LLC | 9,316 | $838.7K | 0.19% | 00.0% | Unchanged |
| Kure Advisory, LLC | 9,322 | $839.3K | 0.75% | −35−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,277 | $841.7K | 0.01% | +178+2.0% | Added |
| Spire Wealth Management | 9,368 | $843.4K | 0.03% | −1,016−9.8% | Reduced |
| Valmark Advisers, Inc. | 9,397 | $846.0K | 0.01% | −77−0.8% | Reduced |
| Cidel Asset Management Inc | 9,405 | $846.7K | 0.06% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 9,416 | $847.7K | 0.49% | −99−1.0% | Reduced |
| Paragon Private Wealth Management, LLC | 9,423 | $848.4K | 0.42% | +836+9.7% | Added |
| Malaga Cove Capital, LLC | 9,429 | $848.9K | 0.34% | −121−1.3% | Reduced |
| Harbour Investments, Inc. | 9,445 | $850.4K | 0.03% | −1,546−14.1% | Reduced |
| J.W. Cole Advisors, Inc. | 9,450 | $850.8K | 0.04% | −4,514−32.3% | Reduced |
| Vista Investment Partners LLC | 9,454 | $851.2K | 0.27% | +78+0.8% | Added |
| Etesian Wealth Advisors, Inc. | 9,458 | $851.5K | 0.39% | −101−1.1% | Reduced |
| Rothschild Investment LLC | 9,533 | $858.3K | 0.06% | −159−1.6% | Reduced |
| Mitchell Sinkler & Starr | 9,556 | $860.3K | 0.22% | +666+7.5% | Added |
| Clear Harbor Asset Management, LLC | 9,558 | $860.5K | 0.07% | +111+1.2% | Added |
| Demars Financial Group, LLC | 9,583 | $862.8K | 0.39% | +164+1.7% | Added |
| Pine Valley Investments Ltd Liability Co | 9,590 | $865.8K | 0.06% | −1,021−9.6% | Reduced |
| Verdence Capital Advisors LLC | 9,631 | $867.0K | 0.07% | +885+10.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,659 | $869.6K | 0.02% | +718+8.0% | Added |
| BluePath Capital Management, LLC | 9,681 | $871.6K | 0.55% | +1,900+24.4% | Added |
| Buckley Wealth Management, LLC | 9,683 | $871.8K | 0.27% | +206+2.2% | Added |
| Moneta Group Investment Advisors LLC | 9,729 | $875.9K | 0.01% | −2,329−19.3% | Reduced |
| Diametric Capital, LP | 9,735 | $876.4K | 0.43% | +9,735 | New |
| Capstone Triton Financial Group, LLC | 9,796 | $881.9K | 0.56% | −152−1.5% | Reduced |
| Exeter Financial, LLC | 9,857 | $887.4K | 0.39% | +186+1.9% | Added |
| Dividend Assets Capital, LLC | 9,867 | $888.3K | 0.17% | −159−1.6% | Reduced |
| Transatlantique Private Wealth LLC | 9,893 | $890.7K | 0.34% | −1,990−16.7% | Reduced |
| Laurel Wealth Advisors LLC | 9,913 | $892.5K | 0.14% | +325+3.4% | Added |
| Warren Averett Asset Management, LLC | 9,928 | $893.8K | 0.02% | +1,498+17.8% | Added |
| Smith Chas P & Associates Pa Cpas | 9,936 | $894.5K | 0.05% | −1,204−10.8% | Reduced |
| Ballast, Inc. | 9,956 | $896.3K | 0.25% | −47−0.5% | Reduced |
| First Commonwealth Financial Corp | 9,960 | $896.7K | 0.21% | +48+0.5% | Added |
| Fiduciary Group LLC | 9,985 | $899.0K | 0.09% | −1,273−11.3% | Reduced |
| Wealthspire Advisors, LLC | 9,993 | $899.7K | 0.01% | +421+4.4% | Added |
| Independent Financial Group, LLC | 10,021 | $902.3K | 0.03% | −613−5.8% | Reduced |
| Nvest Financial, LLC | 10,052 | $905.0K | 0.52% | +633+6.7% | Added |
| Central Trust Co | 10,076 | $907.1K | 0.02% | +342+3.5% | Added |
| Capital Investment Advisors, LLC | 10,076 | $907.2K | 0.02% | −556−5.2% | Reduced |
| First Pacific Financial | 10,115 | $910.7K | 0.21% | +490+5.1% | Added |
| Archer Investment Corp | 10,116 | $910.7K | 0.24% | +201+2.0% | Added |
| LRI Investments, LLC | 10,615 | $912.9K | 0.09% | +839+8.6% | Added |