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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 9,558 | $860.5K | 0.07% | +111+1.2% | Added |
| Mitchell Sinkler & Starr | 9,556 | $860.3K | 0.22% | +666+7.5% | Added |
| Rothschild Investment LLC | 9,533 | $858.3K | 0.06% | −159−1.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,458 | $851.5K | 0.39% | −101−1.1% | Reduced |
| Vista Investment Partners LLC | 9,454 | $851.2K | 0.27% | +78+0.8% | Added |
| J.W. Cole Advisors, Inc. | 9,450 | $850.8K | 0.04% | −4,514−32.3% | Reduced |
| Harbour Investments, Inc. | 9,445 | $850.4K | 0.03% | −1,546−14.1% | Reduced |
| Malaga Cove Capital, LLC | 9,429 | $848.9K | 0.34% | −121−1.3% | Reduced |
| Paragon Private Wealth Management, LLC | 9,423 | $848.4K | 0.42% | +836+9.7% | Added |
| Kades & Cheifetz LLC | 9,416 | $847.7K | 0.49% | −99−1.0% | Reduced |
| Cidel Asset Management Inc | 9,405 | $846.7K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,397 | $846.0K | 0.01% | −77−0.8% | Reduced |
| Spire Wealth Management | 9,368 | $843.4K | 0.03% | −1,016−9.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9,277 | $841.7K | 0.01% | +178+2.0% | Added |
| Kure Advisory, LLC | 9,322 | $839.3K | 0.75% | −35−0.4% | Reduced |
| Diligent Investors, LLC | 9,316 | $838.7K | 0.19% | 00.0% | Unchanged |
| Grove Bank & Trust | 9,313 | $838.4K | 0.12% | −55−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 9,300 | $837.2K | 0.08% | −2,239−19.4% | Reduced |
| Private Trust Co NA | 9,155 | $824.3K | 0.08% | −310−3.3% | Reduced |
| Altfest L J & Co Inc | 9,109 | $820.0K | 0.11% | −367−3.9% | Reduced |
| Aspire Wealth Management Corp | 9,012 | $811.4K | 0.44% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 9,007 | $810.9K | 0.65% | +236+2.7% | Added |
| Winch Advisory Services, LLC | 8,976 | $808.1K | 0.22% | −1,537−14.6% | Reduced |
| Peapack Gladstone Financial Corp | 8,949 | $805.0K | 0.01% | −1,822−16.9% | Reduced |
| Patten & Patten Inc | 8,939 | $804.8K | 0.05% | +1,731+24.0% | Added |
| Violich Capital Management, Inc. | 8,865 | $798.0K | 0.10% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 8,774 | $789.9K | 0.22% | −35−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 8,771 | $789.6K | 0.15% | −95−1.1% | Reduced |
| Paladin Wealth, LLC | 8,768 | $789.4K | 0.69% | +8,768 | New |
| CenterBook Partners LP | 8,767 | $789.3K | 0.05% | −51,338−85.4% | Reduced |
| Beacon Financial Advisory LLC | 8,736 | $786.5K | 0.27% | −21−0.2% | Reduced |
| Beacon Investment Advisors LLC | 8,718 | $784.9K | 0.37% | +13+0.1% | Added |
| Biltmore Family Office, LLC | 8,636 | $783.5K | 0.13% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8,700 | $783.3K | 0.16% | −61,317−87.6% | Reduced |
| Washington Capital Management Inc | 8,695 | $782.8K | 0.60% | −400−4.4% | Reduced |
| Nations Financial Group Inc, | 8,672 | $780.8K | 0.06% | −3,952−31.3% | Reduced |
| Marcum Wealth, LLC | 8,646 | $778.4K | 0.07% | −1,012−10.5% | Reduced |
| Burney Co | 8,614 | $775.5K | 0.03% | +300+3.6% | Added |
| Buckingham Strategic Partners | 8,589 | $773.3K | 0.02% | −932−9.8% | Reduced |
| McDaniel Terry & Co | 8,568 | $771.0K | 0.06% | +250+3.0% | Added |
| Encompass Wealth Advisors, LLC | 8,543 | $769.1K | 0.19% | 00.0% | Unchanged |
| Cooper Financial Group | 8,504 | $765.6K | 0.10% | +163+2.0% | Added |
| Van Hulzen Asset Management, LLC | 8,484 | $764.0K | 0.06% | +539+6.8% | Added |
| Quotient Wealth Partners, LLC | 8,473 | $762.8K | 0.03% | −2,008−19.2% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $762.1K | 0.21% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,392 | $761.2K | 0.23% | −111−1.3% | Reduced |
| Community Financial Services Group, LLC | 8,410 | $757.2K | 0.15% | −1,558−15.6% | Reduced |
| United Asset Strategies, Inc. | 8,345 | $751.3K | 0.07% | −98,102−92.2% | Reduced |
| Syon Capital LLC | 8,337 | $750.6K | 0.07% | −1,554−15.7% | Reduced |
| AE Wealth Management LLC | 8,330 | $749.9K | 0.01% | −1,248−13.0% | Reduced |
| Csenge Advisory Group | 8,337 | $745.0K | 0.04% | +311+3.9% | Added |
| Investment Advisory Services Inc | 8,266 | $744.1K | 0.26% | +66+0.8% | Added |
| Simmons Bank | 8,260 | $743.6K | 0.05% | −701−7.8% | Reduced |
| Whittier Trust Co | 8,243 | $742.1K | 0.01% | +7+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,214 | $740.0K | 0.28% | −1,091−11.7% | Reduced |
| Strategic Blueprint, LLC | 8,180 | $736.5K | 0.05% | −445−5.2% | Reduced |
| Inscription Capital, LLC | 8,157 | $734.4K | 0.11% | −498−5.8% | Reduced |
| OmniStar Financial Group, Inc. | 8,140 | $732.8K | 0.55% | +8,140 | New |
| Hartford Funds Management Co LLC | 8,082 | $727.6K | 0.07% | +305+3.9% | Added |
| Titleist Asset Management, LLC | 8,067 | $726.3K | 0.11% | +1,457+22.0% | Added |
| Heritage Family Offices, LLP | 8,052 | $724.9K | 0.37% | +63+0.8% | Added |
| PFG Investments, LLC | 8,050 | $724.7K | 0.05% | −1,190−12.9% | Reduced |
| Belpointe Asset Management LLC | 8,040 | $723.9K | 0.04% | +1,284+19.0% | Added |
| Glen Eagle Advisors, LLC | 8,034 | $723.3K | 0.12% | −34−0.4% | Reduced |
| Keynote Financial Services LLC | 8,032 | $723.1K | 0.55% | −400−4.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,010 | $721.0K | 0.52% | +275+3.6% | Added |
| CVA Family Office, LLC | 7,988 | $719.2K | 0.12% | −644−7.5% | Reduced |
| Evexia Wealth LLC | 8,252 | $718.3K | 0.25% | −24,746−75.0% | Reduced |
| Lindbrook Capital, LLC | 7,970 | $717.5K | 0.06% | −239−2.9% | Reduced |
| Flagship Harbor Advisors, LLC | 7,956 | $716.3K | 0.04% | −478−5.7% | Reduced |
| Salvus Wealth Management, LLC | 7,924 | $713.4K | 0.44% | +100+1.3% | Added |
| Jarislowsky, Fraser Ltd | 7,923 | $713.3K | 0.00% | −632−7.4% | Reduced |
| Probity Advisors, Inc. | 7,911 | $712.3K | 0.14% | +718+10.0% | Added |
| Cornercap Investment Counsel Inc | 7,897 | $711.0K | 0.21% | −2,538−24.3% | Reduced |
| HF Advisory Group, LLC | 7,873 | $708.8K | 0.33% | +992+14.4% | Added |
| Wealthcare Advisory Partners LLC | 7,865 | $708.1K | 0.02% | −549−6.5% | Reduced |
| Pitti Group Wealth Management, LLC | 8,575 | $706.4K | 0.77% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,835 | $705.4K | 0.42% | +435+5.9% | Added |
| Cim Investment Mangement Inc | 7,823 | $704.3K | 0.21% | −141−1.8% | Reduced |
| Kovack Advisors, Inc. | 7,809 | $703.0K | 0.07% | −532−6.4% | Reduced |
| Corundum Group, Inc. | 7,790 | $701.3K | 0.32% | −2,778−26.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,776 | $700.1K | 0.50% | +7,776 | New |
| Bray Capital Advisors | 7,764 | $699.0K | 0.17% | −530−6.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,756 | $698.3K | 0.11% | +92+1.2% | Added |
| SeaCrest Wealth Management, LLC | 7,716 | $694.7K | 0.07% | −5,247−40.5% | Reduced |
| Copley Financial Group, Inc. | 7,706 | $693.8K | 0.63% | +7,706 | New |
| Montag A & Associates Inc | 7,554 | $685.3K | 0.03% | −1,585−17.3% | Reduced |
| 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 |
| USAdvisors Wealth Management, LLC | 7,680 | $685.0K | 0.24% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7,586 | $683.0K | 0.07% | +815+12.0% | Added |
| Prestige Wealth Management Group LLC | 7,522 | $682.5K | 0.14% | −184−2.4% | Reduced |
| Roberts Glore & Co Inc | 7,562 | $680.8K | 0.20% | −175−2.3% | Reduced |
| Meridian Wealth Management, LLC | 7,539 | $678.7K | 0.03% | −371−4.7% | Reduced |
| LCNB Corp | 7,516 | $676.7K | 0.24% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,437 | $672.1K | 0.03% | −5,349−41.8% | Reduced |
| Fiduciary Family Office, LLC | 7,463 | $671.9K | 0.22% | +1,763+30.9% | Added |
| Net Worth Advisory Group | 7,448 | $670.5K | 0.20% | +7,448 | New |
| Nebula Research & Development LLC | 7,436 | $669.5K | 0.08% | −25,721−77.6% | Reduced |
| San Luis Wealth Advisors LLC | 7,416 | $668.0K | 0.14% | +4,146+126.8% | Added |