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
- 2,074
- +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
- 906 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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 21,248 | $1.91M | 0.07% | +1,067+5.3% | Added |
| Claret Asset Management Corp | 21,164 | $1.91M | 0.31% | −717−3.3% | Reduced |
| Eastern Bank | 21,121 | $1.90M | 0.03% | +21,121 | New |
| Gibbs Wealth Management | 21,027 | $1.89M | 0.61% | +3,453+19.6% | Added |
| Western Wealth Management, LLC | 21,019 | $1.89M | 0.11% | +12,575+148.9% | Added |
| Kingsview Wealth Management, LLC | 20,949 | $1.89M | 0.04% | +2,197+11.7% | Added |
| Platform Technology Partners | 20,905 | $1.88M | 0.59% | −33−0.2% | Reduced |
| Intrua Financial, LLC | 20,782 | $1.87M | 0.30% | −1,327−6.0% | Reduced |
| Equitable Trust Co | 20,677 | $1.86M | 0.12% | +3,869+23.0% | Added |
| Change Path, LLC | 20,672 | $1.86M | 0.06% | +15,225+279.5% | Added |
| Albion Financial Group | 20,648 | $1.86M | 0.13% | +90.0% | Added |
| Koss-Olinger Consulting, LLC | 20,592 | $1.85M | 0.16% | −1,282−5.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 20,398 | $1.85M | 0.12% | −793−3.7% | Reduced |
| Blume Capital Management, Inc. | 20,548 | $1.85M | 0.42% | +500+2.5% | Added |
| Paradigm Asset Management Co LLC | 20,500 | $1.85M | 0.48% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 20,355 | $1.83M | 0.36% | −301−1.5% | Reduced |
| Quadcap Wealth Management, LLC | 20,355 | $1.83M | 0.29% | −2,200−9.8% | Reduced |
| First Hawaiian Bank | 20,091 | $1.81M | 0.06% | +1,682+9.1% | Added |
| Wesbanco Bank Inc | 20,068 | $1.81M | 0.06% | −4,607−18.7% | Reduced |
| OV Management LLC | 20,057 | $1.81M | 1.20% | +2,821+16.4% | Added |
| Atlantic Trust, LLC | 19,972 | $1.80M | 0.43% | +19,000+1,954.7% | Added |
| Millington Financial Advisors, LLC | 19,628 | $1.77M | 1.10% | +623+3.3% | Added |
| Allen Wealth Management, LLC | 19,591 | $1.76M | 1.22% | +2,097+12.0% | Added |
| McKinley Carter Wealth Services, Inc. | 19,548 | $1.76M | 0.11% | +1,348+7.4% | Added |
| HBK Sorce Advisory LLC | 19,346 | $1.74M | 0.05% | −1,692−8.0% | Reduced |
| Tradition Wealth Management, LLC | 19,333 | $1.74M | 0.16% | −1,895−8.9% | Reduced |
| WCM Investment Management, LLC | 19,467 | $1.74M | 0.00% | +19,467 | New |
| Viawealth, LLC | 19,210 | $1.73M | 1.01% | +1,365+7.6% | Added |
| Brown Financial Advisors | 19,099 | $1.72M | 0.71% | −3,185−14.3% | Reduced |
| Shufro Rose & Co LLC | 21,774 | $1.71M | 0.14% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 19,001 | $1.71M | 0.85% | −850−4.3% | Reduced |
| Red Spruce Capital, LLC | 19,000 | $1.71M | 0.78% | −226−1.2% | Reduced |
| Shelton Capital Management | 18,981 | $1.71M | 0.04% | +1,908+11.2% | Added |
| Jacobi Capital Management LLC | 18,908 | $1.70M | 0.13% | +39+0.2% | Added |
| Sumitomo Life Insurance Co | 18,808 | $1.69M | 0.03% | +458+2.5% | Added |
| Charter Oak Capital Management, LLC | 18,633 | $1.68M | 0.16% | +553+3.1% | Added |
| KMG Fiduciary Partners, LLC | 18,609 | $1.68M | 0.14% | +741+4.1% | Added |
| Wetherby Asset Management Inc | 18,608 | $1.68M | 0.08% | −409−2.2% | Reduced |
| AXS Investments LLC | 18,537 | $1.67M | 0.44% | −42−0.2% | Reduced |
| Andra AP-fonden | 18,529 | $1.67M | 0.02% | +18,529 | New |
| Delaney Dennis R | 18,505 | $1.67M | 0.86% | −1,515−7.6% | Reduced |
| Spears Abacus Advisors LLC | 18,492 | $1.66M | 0.03% | +1,695+10.1% | Added |
| Parallel Advisors, LLC | 18,429 | $1.66M | 0.04% | −1,190−6.1% | Reduced |
| LVW Advisors, LLC | 18,349 | $1.65M | 0.21% | +6,231+51.4% | Added |
| Silvercrest Asset Management Group LLC | 18,323 | $1.65M | 0.01% | −127−0.7% | Reduced |
| NTV Asset Management LLC | 18,290 | $1.65M | 0.22% | +2,924+19.0% | Added |
| Three Bridge Wealth Advisors, LLC | 18,095 | $1.64M | 0.61% | +1,248+7.4% | Added |
| Citizens National Bank Trust Department | 18,174 | $1.64M | 0.34% | −310−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 18,125 | $1.63M | 0.11% | +85+0.5% | Added |
| AIMZ Investment Advisors, LLC | 18,112 | $1.63M | 0.56% | −145−0.8% | Reduced |
| Morningstar Investment Management LLC | 18,068 | $1.63M | 0.16% | +6,853+61.1% | Added |
| Brookstone Capital Management | 17,977 | $1.62M | 0.02% | −13,819−43.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,914 | $1.61M | 0.41% | +3,500+24.3% | Added |
| Community Bank & Trust, Waco, Texas | 17,874 | $1.61M | 0.36% | −285−1.6% | Reduced |
| ISAM Funds (UK) Ltd | 17,802 | $1.60M | 0.91% | −6,480−26.7% | Reduced |
| Tectonic Advisors LLC | 17,786 | $1.60M | 0.11% | −512−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 17,798 | $1.60M | 0.05% | −1,144−6.0% | Reduced |
| Trust Co of Toledo NA | 17,763 | $1.60M | 0.22% | +583+3.4% | Added |
| Cypress Asset Management Inc | 17,673 | $1.59M | 0.40% | −175−1.0% | Reduced |
| Bowman & Co S.C. | 17,668 | $1.59M | 0.83% | +1,712+10.7% | Added |
| Fernwood Investment Management, LLC | 17,650 | $1.59M | 0.52% | −985−5.3% | Reduced |
| Claro Advisors LLC | 17,586 | $1.58M | 0.20% | +2,723+18.3% | Added |
| Westside Investment Management, Inc. | 17,584 | $1.58M | 0.34% | 00.0% | Unchanged |
| Peterson Wealth Services | 17,568 | $1.58M | 0.51% | +1,363+8.4% | Added |
| New England Asset Management Inc | 17,565 | $1.58M | 0.25% | −1,235−6.6% | Reduced |
| Premier Path Wealth Partners, LLC | 17,524 | $1.58M | 0.25% | +389+2.3% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.57M | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 17,333 | $1.56M | 0.02% | −365,952−95.5% | Reduced |
| Ameritas Advisory Services, LLC | 17,298 | $1.56M | 0.07% | +558+3.3% | Added |
| SNS Financial Group, LLC | 17,010 | $1.54M | 0.15% | −183−1.1% | Reduced |
| KCM Investment Advisors LLC | 17,111 | $1.54M | 0.05% | −5,638−24.8% | Reduced |
| Venture Visionary Partners LLC | 17,108 | $1.54M | 0.07% | −1,162−6.4% | Reduced |
| Wolff Wiese Magana LLC | 17,062 | $1.54M | 1.05% | +205+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 17,023 | $1.53M | 0.41% | −1,076−5.9% | Reduced |
| Stone Point Wealth LLC | 16,834 | $1.52M | 0.49% | −222−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 16,767 | $1.51M | 0.02% | −23,379−58.2% | Reduced |
| Proequities, Inc. | 16,609 | $1.51M | 0.09% | −307−1.8% | Reduced |
| Simplicity Wealth,LLC | 16,676 | $1.50M | 0.14% | −55,740−77.0% | Reduced |
| Oak Associates, Ltd | 16,662 | $1.50M | 0.10% | 00.0% | Unchanged |
| Taika Capital, LP | 16,582 | $1.49M | 1.12% | +16,582 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,543 | $1.49M | 0.63% | +406+2.5% | Added |
| Buckingham Capital Management, Inc. | 16,498 | $1.49M | 0.17% | −79−0.5% | Reduced |
| Naviter Wealth, LLC | 16,353 | $1.48M | 0.21% | −1,506−8.4% | Reduced |
| Visionary Horizons, LLC | 16,468 | $1.48M | 0.99% | +1,101+7.2% | Added |
| Resources Investment Advisors, LLC. | 16,450 | $1.48M | 0.02% | +1,619+10.9% | Added |
| Chiron Capital Management, LLC | 16,405 | $1.48M | 1.31% | −4,382−21.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,402 | $1.48M | 0.10% | +1,335+8.9% | Added |
| Vectors Research Management, LLC | 16,362 | $1.47M | 0.45% | −427−2.5% | Reduced |
| GTS Securities LLC | 16,340 | $1.47M | 0.03% | −6,822−29.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,332 | $1.47M | 0.55% | −427−2.5% | Reduced |
| Harrington Investments, INC | 16,331 | $1.47M | 0.80% | −280−1.7% | Reduced |
| Benin Management CORP | 16,326 | $1.47M | 0.41% | +25+0.2% | Added |
| Fulton Bank, N.A. | 16,326 | $1.47M | 0.06% | +937+6.1% | Added |
| Great Lakes Retirement, Inc. | 16,136 | $1.45M | 0.19% | +43+0.3% | Added |
| SpiderRock Advisors, LLC | 16,125 | $1.45M | 0.03% | −825−4.9% | Reduced |
| StrongBox Wealth, LLC | 16,125 | $1.45M | 0.62% | −15,270−48.6% | Reduced |
| EP Wealth Advisors, LLC | 16,080 | $1.45M | 0.01% | +3,825+31.2% | Added |
| Qtron Investments LLC | 16,060 | $1.45M | 0.20% | +4,239+35.9% | Added |
| Carnegie Lake Advisors LLC | 16,006 | $1.44M | 0.57% | +16,006 | New |