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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 15,873 | $1.44M | 0.03% | +3,805+31.5% | Added |
| Bigelow Investment Advisors, LLC | 15,973 | $1.44M | 0.64% | −306−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,796 | $1.43M | 0.34% | −388−2.4% | Reduced |
| Frank, Rimerman Advisors LLC | 15,783 | $1.42M | 0.10% | −6,629−29.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,767 | $1.42M | 0.06% | −60.0% | Reduced |
| Beacon Financial Group | 15,728 | $1.42M | 0.15% | −1,455−8.5% | Reduced |
| ICW Investment Advisors LLC | 15,698 | $1.41M | 0.59% | +442+2.9% | Added |
| Longfellow Investment Management Co LLC | 15,613 | $1.41M | 0.35% | +94+0.6% | Added |
| Trust Asset Management LLC | 15,600 | $1.40M | 0.11% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 15,599 | $1.40M | 0.59% | +852+5.8% | Added |
| Ameritas Investment Partners, Inc. | 15,431 | $1.39M | 0.05% | +1,458+10.4% | Added |
| Lederer & Associates Investment Counsel | 15,351 | $1.38M | 0.97% | −51−0.3% | Reduced |
| Rehmann Capital Advisory Group | 15,183 | $1.38M | 0.09% | −1,086−6.7% | Reduced |
| Dudley Capital Management, LLC | 15,317 | $1.38M | 0.72% | −324−2.1% | Reduced |
| Bank Ozk | 15,296 | $1.38M | 0.57% | −68−0.4% | Reduced |
| Rockland Trust Co | 15,277 | $1.38M | 0.07% | −823−5.1% | Reduced |
| Lakeside Advisors, INC. | 15,168 | $1.37M | 0.86% | −243−1.6% | Reduced |
| Sowell Financial Services LLC | 15,007 | $1.36M | 0.06% | −88−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 15,105 | $1.36M | 0.38% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 15,042 | $1.35M | 0.10% | +694+4.8% | Added |
| Cove Private Wealth, LLC | 14,885 | $1.34M | 1.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 14,799 | $1.33M | 0.41% | +235+1.6% | Added |
| Central Valley Advisors, LLC | 14,777 | $1.33M | 0.75% | +521+3.7% | Added |
| Boomfish Wealth Group, LLC | 14,741 | $1.33M | 0.81% | −1,138−7.2% | Reduced |
| HM Payson & Co | 14,700 | $1.32M | 0.02% | −5,769−28.2% | Reduced |
| Hilltop Holdings Inc. | 14,673 | $1.32M | 0.09% | −1,056−6.7% | Reduced |
| Conning Inc. | 14,552 | $1.31M | 0.04% | −232−1.6% | Reduced |
| Integrated Advisors Network LLC | 14,530 | $1.31M | 0.06% | +498+3.5% | Added |
| New England Research & Management, Inc. | 14,527 | $1.31M | 0.61% | −1,510−9.4% | Reduced |
| Sculati Wealth Management, LLC | 14,526 | $1.31M | 0.52% | +2,572+21.5% | Added |
| Intech Investment Management LLC | 14,512 | $1.31M | 0.01% | −3,299−18.5% | Reduced |
| Summit Trail Advisors, LLC | 14,397 | $1.31M | 0.03% | −415−2.8% | Reduced |
| CSS LLC | 14,500 | $1.31M | 0.08% | +3,500+31.8% | Added |
| Stock Yards Bank & Trust Co | 14,460 | $1.30M | 0.04% | −2,036−12.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,436 | $1.30M | 0.17% | −6,166−29.9% | Reduced |
| Schulhoff & Co Inc | 14,375 | $1.29M | 0.54% | −725−4.8% | Reduced |
| Insight Inv LLC | 14,208 | $1.29M | 1.08% | −510−3.5% | Reduced |
| TCM Advisors, LLC | – | $1.29M | 1.06% | – | – |
| Weaver C. Barksdale & Associates, Inc. | 14,298 | $1.29M | 1.16% | −441−3.0% | Reduced |
| Coldstream Capital Management Inc | 14,322 | $1.29M | 0.03% | +2,610+22.3% | Added |
| Great Waters Wealth Management | 14,283 | $1.29M | 0.17% | −484−3.3% | Reduced |
| Foundations Investment Advisors, LLC | 14,281 | $1.29M | 0.03% | −630−4.2% | Reduced |
| Castlekeep Investment Advisors LLC | 14,264 | $1.28M | 0.88% | +1,734+13.8% | Added |
| Sandy Spring Bank | 14,243 | $1.28M | 0.05% | +1,004+7.6% | Added |
| Ritholtz Wealth Management | 14,242 | $1.28M | 0.04% | +4,051+39.8% | Added |
| NFP Retirement, Inc. | 14,230 | $1.28M | 0.10% | −1,014−6.7% | Reduced |
| TCG Advisory Services, LLC | 14,086 | $1.27M | 0.06% | +1,950+16.1% | Added |
| Investors Research Corp | 14,044 | $1.26M | 0.28% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 14,020 | $1.26M | 0.14% | +357+2.6% | Added |
| Wellington Shields & Co., LLC | 13,975 | $1.26M | 0.38% | −225−1.6% | Reduced |
| 1st Source Bank | 13,876 | $1.25M | 0.07% | −1,060−7.1% | Reduced |
| Evergreen Capital Management LLC | 13,719 | $1.24M | 0.04% | +2,297+20.1% | Added |
| Lipe & Dalton | 13,720 | $1.24M | 0.62% | −50−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,711 | $1.23M | 0.05% | −531−3.7% | Reduced |
| Legacy Advisors, LLC | 13,681 | $1.23M | 0.13% | +648+5.0% | Added |
| CFS Investment Advisory Services, LLC | 13,673 | $1.23M | 0.10% | −328−2.3% | Reduced |
| Doliver Advisors, LP | 13,646 | $1.23M | 0.34% | −250−1.8% | Reduced |
| Avidian Wealth Solutions, LLC | 13,629 | $1.23M | 0.06% | +1,273+10.3% | Added |
| Modern Wealth Management, LLC | 13,624 | $1.23M | 0.08% | +455+3.5% | Added |
| Sentry LLC | 13,604 | $1.22M | 0.24% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 13,578 | $1.22M | 0.49% | +190+1.4% | Added |
| Smartleaf Asset Management LLC | 13,685 | $1.22M | 0.15% | +2,468+22.0% | Added |
| Smith, Moore & Co. | 13,568 | $1.22M | 0.12% | +678+5.3% | Added |
| Whitener Capital Management, Inc. | 13,558 | $1.22M | 0.35% | −1,080−7.4% | Reduced |
| Magnolia Capital Advisors LLC | 13,533 | $1.22M | 0.61% | +1,330+10.9% | Added |
| Alexander Randolph Advisory, Inc. | 13,524 | $1.22M | 1.08% | 00.0% | Unchanged |
| Epiq Partners, LLC | 13,453 | $1.21M | 0.67% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 13,415 | $1.21M | 0.31% | +184+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 13,395 | $1.21M | 0.06% | −1,166−8.0% | Reduced |
| Provenance Wealth Advisors, LLC | 13,370 | $1.20M | 0.15% | +260+2.0% | Added |
| Signaturefd, LLC | 13,332 | $1.20M | 0.02% | +551+4.3% | Added |
| Forum Financial Management, LP | 13,296 | $1.20M | 0.02% | −460−3.3% | Reduced |
| Wolverine Trading, LLC | 13,400 | $1.20M | 0.03% | +8,186+157.0% | Added |
| Outfitter Financial LLC | 13,243 | $1.19M | 0.98% | −680−4.9% | Reduced |
| Cigna Investments Inc | 13,207 | $1.19M | 0.21% | −720−5.2% | Reduced |
| Summit Financial, LLC | 13,081 | $1.19M | 0.05% | +915+7.5% | Added |
| Guardian Wealth Management, Inc. | 13,131 | $1.18M | 0.83% | +115+0.9% | Added |
| Aberdeen Wealth Management LLC | 13,129 | $1.18M | 0.78% | −1,151−8.1% | Reduced |
| DT Investment Partners, LLC | 13,127 | $1.18M | 0.10% | +371+2.9% | Added |
| Umb Bank N A | 13,123 | $1.18M | 0.02% | −652−4.7% | Reduced |
| Ballentine Partners, LLC | 13,072 | $1.18M | 0.02% | −1,483−10.2% | Reduced |
| Iowa State Bank | 13,048 | $1.17M | 0.24% | +13,048 | New |
| GAMMA Investing LLC | 13,024 | $1.17M | 0.12% | +3,289+33.8% | Added |
| Eqis Capital Management, Inc. | 13,009 | $1.17M | 0.09% | −1,130−8.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.17M | 0.35% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.17M | 0.14% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 12,978 | $1.17M | 0.23% | +189+1.5% | Added |
| Legacy Financial Advisors, Inc. | 12,953 | $1.17M | 0.20% | −237−1.8% | Reduced |
| V-Square Quantitative Management LLC | 12,945 | $1.17M | 0.17% | +890+7.4% | Added |
| Rossmore Private Capital | 12,932 | $1.16M | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 12,921 | $1.16M | 0.01% | −3,898−23.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,850 | $1.16M | 0.47% | +2,495+24.1% | Added |
| Leisure Capital Management | 12,800 | $1.15M | 0.49% | +814+6.8% | Added |
| Essex Financial Services, Inc. | 12,637 | $1.15M | 0.08% | −1,403−10.0% | Reduced |
| Alpha DNA Investment Management LLC | 12,781 | $1.15M | 0.63% | −9,504−42.6% | Reduced |
| Cornerstone Wealth Management, LLC | 12,778 | $1.15M | 0.08% | +586+4.8% | Added |
| Anchor Capital Advisors LLC | 12,700 | $1.14M | 0.03% | −40−0.3% | Reduced |
| Capital Investment Advisory Services, LLC | 12,697 | $1.14M | 0.11% | −578−4.4% | Reduced |
| Kings Path Partners LLC | 12,677 | $1.14M | 0.48% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 12,656 | $1.14M | 0.38% | +557+4.6% | Added |