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 |
|---|---|---|---|---|---|
| Founders Capital Management, LLC | 7,416 | $667.7K | 0.12% | +100+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 7,400 | $666.2K | 0.05% | −57−0.8% | Reduced |
| Prudent Man Advisors, LLC | 7,392 | $665.5K | 0.22% | −24−0.3% | Reduced |
| Hartline Investment Corp | 7,375 | $664.0K | 0.08% | 00.0% | Unchanged |
| Lynch & Associates | 7,324 | $659.4K | 0.14% | +1,000+15.8% | Added |
| New Vernon Investment Management LLC | 7,313 | $658.4K | 0.71% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 7,310 | $658.2K | 0.26% | +41+0.6% | Added |
| CX Institutional | 7,290 | $656.3K | 0.03% | +608+9.1% | Added |
| Hunter Associates Investment Management LLC | 7,259 | $656.0K | 0.10% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 7,276 | $655.0K | 0.12% | +49+0.7% | Added |
| Bank of Stockton | 7,251 | $652.8K | 0.20% | +6+0.1% | Added |
| American State Bank (Iowa) | 7,246 | $652.4K | 0.40% | −19−0.3% | Reduced |
| United Community Bank | 7,233 | $651.2K | 0.25% | −2,151−22.9% | Reduced |
| Martin & Co Inc | 7,177 | $646.2K | 0.15% | −50−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 7,167 | $645.3K | 0.02% | −988−12.1% | Reduced |
| Dempze Nancy E | 7,143 | $643.1K | 0.36% | −10,091−58.6% | Reduced |
| Sittner & Nelson, LLC | 7,134 | $642.3K | 0.29% | +10.0% | Added |
| Kennebec Savings Bank | 7,106 | $639.8K | 0.63% | +7,106 | New |
| Crestwood Advisors Group LLC | 7,089 | $638.2K | 0.01% | +525+8.0% | Added |
| Radnor Capital Management, LLC | 7,075 | $637.0K | 0.09% | +1,300+22.5% | Added |
| Spirit of America Management Corp | 7,069 | $636.4K | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 7,029 | $633.0K | 0.02% | +35+0.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,000 | $630.2K | 0.07% | +7,000 | New |
| Phillips Wealth Planners LLC | 6,985 | $628.6K | 0.60% | −103−1.5% | Reduced |
| Biltmore Wealth Management, LLC | 6,925 | $623.5K | 0.26% | +510+8.0% | Added |
| Beta Wealth Group, Inc. | 6,918 | $622.8K | 0.28% | +306+4.6% | Added |
| Windsor Capital Management, LLC | 6,915 | $622.6K | 0.18% | −313−4.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,906 | $621.7K | 0.06% | −3,107−31.0% | Reduced |
| AdvisorNet Financial, Inc | 6,891 | $620.4K | 0.05% | +77+1.1% | Added |
| Marino, Stram & Associates LLC | 6,885 | $619.8K | 0.14% | +24+0.3% | Added |
| InTrack Investment Management Inc | 6,875 | $619.0K | 0.44% | −123−1.8% | Reduced |
| Gen-Wealth Partners Inc | 6,809 | $616.2K | 0.27% | +309+4.8% | Added |
| Mayflower Financial Advisors, LLC | 6,808 | $612.9K | 0.09% | −1,514−18.2% | Reduced |
| Tiaa Trust, National Association | 6,741 | $606.9K | 0.00% | −248−3.5% | Reduced |
| Winthrop Capital Management, LLC | 6,726 | $606.0K | 0.29% | +431+6.8% | Added |
| StoneX Group Inc. | 6,655 | $602.5K | 0.04% | +1,706+34.5% | Added |
| Intrust Bank NA | 6,649 | $598.6K | 0.06% | +853+14.7% | Added |
| City State Bank | 6,618 | $595.8K | 0.22% | −1,237−15.7% | Reduced |
| Trustco Bank Corp N Y | 6,592 | $593.5K | 0.60% | −326−4.7% | Reduced |
| ABLE Financial Group, LLC | 6,586 | $592.9K | 0.18% | +131+2.0% | Added |
| Silverlake Wealth Management LLC | 6,584 | $592.7K | 0.23% | −155−2.3% | Reduced |
| Redmond Asset Management, LLC | 6,578 | $592.2K | 0.19% | +96+1.5% | Added |
| Aaron Wealth Advisors | 6,573 | $591.8K | 0.07% | +2,720+70.6% | Added |
| Rogco, LP | 6,572 | $591.7K | 0.23% | −481−6.8% | Reduced |
| Cypress Wealth Services, LLC | 6,545 | $589.2K | 0.12% | −128−1.9% | Reduced |
| Parkside Financial Bank & Trust | 6,531 | $588.0K | 0.08% | +74+1.1% | Added |
| Westhampton Capital, LLC | 6,525 | $587.4K | 0.30% | −1,000−13.3% | Reduced |
| United Advisor Group, LLC | 6,513 | $586.4K | 0.13% | +2,141+49.0% | Added |
| Aigen Investment Management, LP | 6,508 | $585.9K | 0.11% | +6,508 | New |
| Americana Partners, LLC | 6,505 | $585.6K | 0.04% | −162−2.4% | Reduced |
| Tudor Financial Inc. | 6,505 | $585.6K | 0.36% | +6,505 | New |
| Coastwise Capital Group, LLC | 6,500 | $585.2K | 0.48% | +1,100+20.4% | Added |
| Patrick M Sweeney & Associates, Inc | 6,499 | $585.1K | 0.43% | +444+7.3% | Added |
| Nicholson Wealth Management Group, LLC | 6,472 | $582.7K | 0.48% | +6,472 | New |
| Strategic Wealth Designers | 6,465 | $581.9K | 0.06% | −21−0.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,448 | $580.5K | 0.19% | −150−2.3% | Reduced |
| Graypoint LLC | 6,444 | $580.2K | 0.04% | +102+1.6% | Added |
| Midland Wealth Advisors LLC | 6,432 | $579.1K | 0.03% | −124−1.9% | Reduced |
| Vicus Capital | 6,418 | $577.8K | 0.05% | −1,822−22.1% | Reduced |
| First PREMIER Bank | 6,417 | $577.0K | 0.14% | +116+1.8% | Added |
| White Pine Capital LLC | 6,399 | $576.1K | 0.20% | −115−1.8% | Reduced |
| Long Road Investment Counsel, LLC | 6,400 | $576.0K | 0.23% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 6,372 | $573.6K | 0.05% | −5,225−45.1% | Reduced |
| Stonegate Investment Group, LLC | 6,363 | $572.9K | 0.02% | +1,063+20.1% | Added |
| Washington Trust Bank | 6,354 | $572.0K | 0.05% | +133+2.1% | Added |
| Quarry LP | 6,343 | $571.1K | 0.17% | +4,840+322.0% | Added |
| Syntax Research, Inc. | 6,319 | $568.9K | 0.38% | +5,408+593.6% | Added |
| Wallace Advisory Group, LLC | 7,224 | $568.6K | 0.42% | −145−2.0% | Reduced |
| Point72 Hong Kong Ltd | 6,311 | $568.2K | 0.04% | +6,311 | New |
| MONECO Advisors, LLC | 6,293 | $566.6K | 0.07% | +265+4.4% | Added |
| DRW Securities, LLC | 6,288 | $566.1K | 0.03% | +1,512+31.7% | Added |
| Checchi Capital Advisers, LLC | 6,281 | $565.5K | 0.04% | +327+5.5% | Added |
| Centaurus Financial, Inc. | 6,273 | $565.0K | 0.04% | +23+0.4% | Added |
| Cito Capital Group, LLC | 6,238 | $565.0K | 0.21% | +200+3.3% | Added |
| General Partner, Inc. | 6,257 | $563.3K | 0.35% | 00.0% | Unchanged |
| WBI Investments | 6,256 | $563.2K | 0.14% | +6,256 | New |
| EPG Wealth Management LLC | 6,253 | $563.0K | 0.14% | +6,253 | Added |
| Diversified Trust Co | 6,246 | $562.3K | 0.01% | −324−4.9% | Reduced |
| 1620 Investment Advisors, Inc. | 6,242 | $562.0K | 0.41% | +94+1.5% | Added |
| Everpar Advisors LLC | 6,199 | $558.1K | 0.29% | −1,054−14.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,190 | $557.3K | 0.12% | 00.0% | Unchanged |
| Applied Capital LLC | 6,165 | $555.0K | 0.43% | −197−3.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,146 | $553.3K | 0.03% | −667−9.8% | Reduced |
| Sentry Investment Management LLC | 6,147 | $553.0K | 0.23% | −289−4.5% | Reduced |
| Crumly & Associates Inc. | 6,136 | $552.4K | 0.15% | −115−1.8% | Reduced |
| Keystone Financial Services | 6,136 | $552.4K | 0.21% | +492+8.7% | Added |
| Rathbone Brothers plc | 6,113 | $550.4K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,967 | $548.4K | 0.07% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,086 | $547.9K | 0.07% | −70−1.1% | Reduced |
| Dorchester Wealth Management Co | 6,072 | $546.7K | 0.10% | +175+3.0% | Added |
| Lake Street Advisors Group, LLC | 6,024 | $546.6K | 0.03% | +118+2.0% | Added |
| Northstar Asset Management LLC | 6,065 | $546.0K | 0.13% | −3,710−38.0% | Reduced |
| Hudson Portfolio Management LLC | 6,040 | $543.8K | 0.53% | +6,040 | New |
| Thrive Wealth Management, LLC | 6,016 | $541.6K | 0.10% | +22+0.4% | Added |
| Clough Capital Partners L P | 6,000 | $540.2K | 0.06% | −6,900−53.5% | Reduced |
| Caldwell Trust Co | 5,969 | $537.4K | 0.06% | +247+4.3% | Added |
| Kestra Investment Management, LLC | 5,959 | $536.5K | 0.02% | +5,959 | New |
| Continuum Advisory, LLC | 6,224 | $535.3K | 0.07% | +351+6.0% | Added |
| Kidder Stephen W | 5,910 | $532.1K | 0.16% | −11,505−66.1% | Reduced |
| Clear Street Markets LLC | 5,900 | $531.0K | 0.34% | +5,900 | New |