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 |
|---|---|---|---|---|---|
| Meridian Investment Counsel Inc. | 12,637 | $1.14M | 0.34% | +7,948+169.5% | Added |
| Rowland & Co Investment Counsel | 12,626 | $1.14M | 0.23% | −830−6.2% | Reduced |
| Baader Bank INC | 12,613 | $1.14M | 0.10% | −4,900−28.0% | Reduced |
| Harbor Investment Advisory, LLC | 12,567 | $1.13M | 0.11% | −306−2.4% | Reduced |
| XML Financial, LLC | 12,536 | $1.13M | 0.10% | +1,351+12.1% | Added |
| Colonial Trust Co | 12,523 | $1.13M | 0.17% | −124−1.0% | Reduced |
| Jacobs & Co | 12,516 | $1.13M | 0.11% | −9,243−42.5% | Reduced |
| Cypress Capital Group | 12,473 | $1.12M | 0.13% | +2,798+28.9% | Added |
| Pflug Koory, LLC | 12,408 | $1.12M | 0.55% | +12,408 | New |
| Stratos Wealth Advisors, LLC | 12,406 | $1.12M | 0.05% | +4,565+58.2% | Added |
| Planning Capital Management Corp | 12,402 | $1.12M | 0.74% | +6,873+124.3% | Added |
| Canandaigua National Bank & Trust Co | 12,250 | $1.10M | 0.10% | −711−5.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,179 | $1.10M | 0.30% | +1,903+18.5% | Added |
| Whittier Trust Co of Nevada Inc | 12,118 | $1.09M | 0.03% | −294−2.4% | Reduced |
| Vise Technologies, Inc. | 12,075 | $1.09M | 0.14% | +3,844+46.7% | Added |
| Jupiter Wealth Management LLC | 12,000 | $1.08M | 0.55% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,989 | $1.08M | 0.07% | +3,230+36.9% | Added |
| Nemes Rush Group LLC | 12,378 | $1.08M | 0.16% | +3,019+32.3% | Added |
| HMS Capital Management, LLC | 11,963 | $1.08M | 0.53% | +1,203+11.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,934 | $1.07M | 0.81% | −236−1.9% | Reduced |
| Atlas Private Wealth Advisors | 11,898 | $1.07M | 0.16% | +1,164+10.8% | Added |
| River Street Advisors LLC | 11,894 | $1.07M | 0.58% | +173+1.5% | Added |
| Bangor Savings Bank | 11,882 | $1.07M | 0.10% | −767−6.1% | Reduced |
| NorthRock Partners, LLC | 11,791 | $1.07M | 0.04% | −362−3.0% | Reduced |
| Saxon Interests, Inc. | 11,848 | $1.07M | 0.49% | +1,665+16.4% | Added |
| Calamos Wealth Management LLC | 11,803 | $1.06M | 0.05% | −1,036−8.1% | Reduced |
| Perigon Wealth Management, LLC | 11,720 | $1.06M | 0.03% | +330+2.9% | Added |
| Pallas Capital Advisors LLC | 11,554 | $1.05M | 0.04% | +3,747+48.0% | Added |
| Beaumont Asset Management, L.L.C. | 11,677 | $1.05M | 0.61% | +150+1.3% | Added |
| Sawgrass Asset Management LLC | 11,667 | $1.05M | 0.11% | 00.0% | Unchanged |
| Peoples Bank | 11,614 | $1.05M | 0.70% | −645−5.3% | Reduced |
| Unique Wealth Strategies, LLC | 11,600 | $1.04M | 0.45% | −1,566−11.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,504 | $1.04M | 0.29% | +344+3.1% | Added |
| Main Street Financial Solutions, LLC | 11,527 | $1.04M | 0.10% | −858−6.9% | Reduced |
| Aptus Capital Advisors, LLC | 11,500 | $1.04M | 0.02% | +1,487+14.9% | Added |
| Cherry Tree Wealth Management, LLC | 11,456 | $1.03M | 0.24% | −1,152−9.1% | Reduced |
| Accredited Investors Inc. | 11,434 | $1.03M | 0.06% | +876+8.3% | Added |
| Xcel Wealth Management, LLC | 11,426 | $1.03M | 0.30% | −190−1.6% | Reduced |
| Chicago Trust Co NA | 11,378 | $1.02M | 0.18% | +1,045+10.1% | Added |
| Guidance Capital, Inc | 11,088 | $1.02M | 0.32% | +95+0.9% | Added |
| FRG Family Wealth Advisors LLC | 11,353 | $1.02M | 0.18% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 11,330 | $1.02M | 0.15% | −1,880−14.2% | Reduced |
| SPC Financial, Inc. | 11,305 | $1.02M | 0.09% | +1,004+9.7% | Added |
| McDonald Partners LLC | 11,200 | $1.01M | 0.25% | −145−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,195 | $1.01M | 0.14% | +197+1.8% | Added |
| St. Clair Advisors, LLC | 11,162 | $1.00M | 0.29% | 00.0% | Unchanged |
| City Holding Co | 11,136 | $1.00M | 0.14% | −582−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 12,716 | $1.00M | 0.01% | +2,979+30.6% | Added |
| Trust Point Inc. | 11,112 | $1.00M | 0.08% | −398−3.5% | Reduced |
| Commerzbank Aktiengesellschaft | 11,049 | $995.0K | 0.03% | +6,041+120.6% | Added |
| Chilton Capital Management LLC | 10,994 | $989.8K | 0.04% | −842−7.1% | Reduced |
| Old National Bancorp | 10,938 | $984.7K | 0.02% | +1,230+12.7% | Added |
| Lantern Wealth Advisors, LLC | 10,937 | $984.7K | 0.68% | −10.0% | Reduced |
| Monetary Management Group Inc | 10,925 | $983.6K | 0.25% | −275−2.5% | Reduced |
| 17 Capital Partners, LLC | 10,895 | $980.9K | 0.64% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 10,882 | $979.7K | 0.97% | −182−1.6% | Reduced |
| Ontario Teachers Pension Plan Board | 10,875 | $979.1K | 0.01% | −7,914−42.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,815 | $973.7K | 0.26% | −10,991−50.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,802 | $972.5K | 0.09% | +84+0.8% | Added |
| Shum Financial Group, Inc. | 10,827 | $971.0K | 0.81% | +10,827 | New |
| Headlands Technologies LLC | 10,779 | $970.4K | 0.11% | +10,779 | New |
| Jump Financial, LLC | 10,774 | $970.0K | 0.02% | −251,188−95.9% | Reduced |
| Stableford Capital II LLC | 10,851 | $969.6K | 0.39% | −26−0.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,677 | $961.3K | 0.24% | +712+7.1% | Added |
| Alan B. Lancz & Associates, Inc. | 10,658 | $959.5K | 0.88% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 10,620 | $956.0K | 0.38% | −1,315−11.0% | Reduced |
| Plimoth Trust Co LLC | 10,598 | $954.1K | 0.24% | −3,605−25.4% | Reduced |
| Neville Rodie & Shaw Inc | 10,568 | $951.0K | 0.07% | −3,160−23.0% | Reduced |
| Stevens Capital Management LP | 10,536 | $949.0K | 0.14% | +10,536 | New |
| Jmac Enterprises LLC | 10,507 | $945.9K | 0.15% | +714+7.3% | Added |
| Partnership Wealth Management, LLC | 10,484 | $943.9K | 0.67% | −6,007−36.4% | Reduced |
| Studio Investment Management LLC | 10,350 | $939.1K | 0.20% | +1,085+11.7% | Added |
| IFP Advisors, Inc | 10,362 | $932.9K | 0.03% | −926−8.2% | Reduced |
| Adviser Investments LLC | 10,178 | $916.3K | 0.01% | +224+2.3% | Added |
| LRI Investments, LLC | 10,615 | $912.9K | 0.09% | +839+8.6% | Added |
| Archer Investment Corp | 10,116 | $910.7K | 0.24% | +201+2.0% | Added |
| First Pacific Financial | 10,115 | $910.7K | 0.21% | +490+5.1% | Added |
| Capital Investment Advisors, LLC | 10,076 | $907.2K | 0.02% | −556−5.2% | Reduced |
| Central Trust Co | 10,076 | $907.1K | 0.02% | +342+3.5% | Added |
| Nvest Financial, LLC | 10,052 | $905.0K | 0.52% | +633+6.7% | Added |
| Independent Financial Group, LLC | 10,021 | $902.3K | 0.03% | −613−5.8% | Reduced |
| Wealthspire Advisors, LLC | 9,993 | $899.7K | 0.01% | +421+4.4% | Added |
| Fiduciary Group LLC | 9,985 | $899.0K | 0.09% | −1,273−11.3% | Reduced |
| First Commonwealth Financial Corp | 9,960 | $896.7K | 0.21% | +48+0.5% | Added |
| Ballast, Inc. | 9,956 | $896.3K | 0.25% | −47−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 9,936 | $894.5K | 0.05% | −1,204−10.8% | Reduced |
| Warren Averett Asset Management, LLC | 9,928 | $893.8K | 0.02% | +1,498+17.8% | Added |
| Laurel Wealth Advisors LLC | 9,913 | $892.5K | 0.14% | +325+3.4% | Added |
| Transatlantique Private Wealth LLC | 9,893 | $890.7K | 0.34% | −1,990−16.7% | Reduced |
| Dividend Assets Capital, LLC | 9,867 | $888.3K | 0.17% | −159−1.6% | Reduced |
| Exeter Financial, LLC | 9,857 | $887.4K | 0.39% | +186+1.9% | Added |
| Capstone Triton Financial Group, LLC | 9,796 | $881.9K | 0.56% | −152−1.5% | Reduced |
| Diametric Capital, LP | 9,735 | $876.4K | 0.43% | +9,735 | New |
| Moneta Group Investment Advisors LLC | 9,729 | $875.9K | 0.01% | −2,329−19.3% | Reduced |
| Buckley Wealth Management, LLC | 9,683 | $871.8K | 0.27% | +206+2.2% | Added |
| BluePath Capital Management, LLC | 9,681 | $871.6K | 0.55% | +1,900+24.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,659 | $869.6K | 0.02% | +718+8.0% | Added |
| Verdence Capital Advisors LLC | 9,631 | $867.0K | 0.07% | +885+10.1% | Added |
| Pine Valley Investments Ltd Liability Co | 9,590 | $865.8K | 0.06% | −1,021−9.6% | Reduced |
| Demars Financial Group, LLC | 9,583 | $862.8K | 0.39% | +164+1.7% | Added |