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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 5,886 | $529.9K | 0.03% | −7,907−57.3% | Reduced |
| Waldron Private Wealth LLC | 5,868 | $528.3K | 0.02% | −131−2.2% | Reduced |
| Dark Forest Capital Management LP | 5,865 | $528.0K | 0.07% | +5,865 | New |
| Apriem Advisors | 5,806 | $522.7K | 0.06% | +67+1.2% | Added |
| PDT Partners, LLC | 5,800 | $522.2K | 0.05% | +5,800 | New |
| RMB Capital Management, LLC | 5,785 | $520.9K | 0.01% | +5,785 | New |
| New Hampshire Trust | 5,782 | $520.6K | 0.11% | +55+1.0% | Added |
| First Affirmative Financial Network | 5,755 | $518.1K | 0.28% | −691−10.7% | Reduced |
| Gilbert & Cook, Inc. | 5,718 | $514.8K | 0.07% | −22−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,710 | $514.1K | 0.28% | +400+7.5% | Added |
| LWMG, LLC | 5,706 | $513.7K | 0.10% | +35+0.6% | Added |
| Baxter Bros Inc | 5,700 | $513.2K | 0.07% | −814−12.5% | Reduced |
| Advisor Resource Council | 5,693 | $512.5K | 0.23% | +5,693 | New |
| Meadow Creek Wealth Advisors LLC | 5,677 | $511.1K | 0.41% | +318+5.9% | Added |
| 1776 Wealth LLC | 5,656 | $509.2K | 0.23% | −339−5.7% | Reduced |
| Code Waechter LLC | 5,642 | $508.0K | 0.48% | +5,642 | New |
| High Note Wealth, LLC | 5,623 | $506.2K | 0.14% | −236−4.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,549 | $499.6K | 0.10% | −1,093−16.5% | Reduced |
| GYL Financial Synergies, LLC | 5,546 | $499.3K | 0.04% | −2,011−26.6% | Reduced |
| Richwood Investment Advisors, LLC | 5,546 | $499.3K | 0.41% | −125−2.2% | Reduced |
| Flputnam Investment Management Co | 5,536 | $498.4K | 0.01% | −12−0.2% | Reduced |
| Walleye Capital LLC | 5,534 | $498.2K | 0.01% | −46,467−89.4% | Reduced |
| Abbot Financial Management, Inc. | 5,527 | $497.6K | 0.25% | 00.0% | Unchanged |
| DMG Group, LLC | 5,520 | $497.0K | 0.40% | −2,767−33.4% | Reduced |
| Cordatus Wealth Management LLC | 5,513 | $496.0K | 0.18% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,498 | $495.0K | 0.11% | +29+0.5% | Added |
| Athena Investment Management | 5,488 | $494.1K | 0.28% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 5,480 | $493.4K | 0.07% | +2,189+66.5% | Added |
| Lakeview Capital Partners, LLC | 5,477 | $493.2K | 0.08% | −174−3.1% | Reduced |
| Mission Wealth Management, LP | 5,470 | $492.5K | 0.01% | −200−3.5% | Reduced |
| First Manhattan Co | 5,427 | $492.4K | 0.00% | +130+2.5% | Added |
| Ballast Advisors LLC | 5,461 | $491.7K | 0.15% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,456 | $491.2K | 0.27% | −1,481−21.3% | Reduced |
| Merit Financial Group, LLC | 5,439 | $489.7K | 0.01% | −10,441−65.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 5,429 | $488.8K | 0.15% | +1,628+42.8% | Added |
| Cambridge Advisors Inc. | 5,419 | $487.9K | 0.11% | −200−3.6% | Reduced |
| Ti-Trust, Inc | 5,410 | $487.1K | 0.35% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,408 | $486.9K | 0.06% | +87+1.6% | Added |
| Manchester Capital Management LLC | 5,396 | $485.8K | 0.06% | −3−0.1% | Reduced |
| Barry Investment Advisors, LLC | 5,354 | $482.0K | 0.15% | −920−14.7% | Reduced |
| Center for Financial Planning, Inc. | 5,308 | $477.9K | 0.06% | −279−5.0% | Reduced |
| AdvisorShares Investments LLC | 5,300 | $477.2K | 0.09% | +5,300 | New |
| LSV Asset Management | 5,300 | $477.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,290 | $476.3K | 0.04% | −326−5.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,287 | $476.0K | 0.11% | −389−6.9% | Reduced |
| Ascent Group, LLC | 5,286 | $475.9K | 0.04% | +5,286 | New |
| L2 Asset Management, LLC | 5,280 | $475.4K | 0.13% | +178+3.5% | Added |
| Global X Japan Co., Ltd. | 5,276 | $475.0K | 0.06% | +57+1.1% | Added |
| Marble Harbor Investment Counsel, LLC | 5,233 | $471.1K | 0.05% | +200+4.0% | Added |
| LGL Partners, LLC | 5,232 | $471.0K | 0.07% | −760−12.7% | Reduced |
| Tranquilli Financial Advisor LLC | 5,228 | $470.7K | 0.30% | +65+1.3% | Added |
| Axecap Investments, LLC | 5,224 | $470.3K | 0.36% | +5,224 | New |
| Boyar Asset Management Inc. | 5,213 | $469.3K | 0.30% | +385+8.0% | Added |
| Balanced Rock Investment Advisor | 5,209 | $469.0K | 0.37% | −44−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 5,203 | $468.0K | 0.02% | −125−2.3% | Reduced |
| Resurgent Financial Advisors LLC | 5,186 | $466.9K | 0.27% | −1,033−16.6% | Reduced |
| Leavell Investment Management, Inc. | 5,105 | $463.2K | 0.02% | −70−1.4% | Reduced |
| Cascades Capital Asset Management, LLC | 5,139 | $462.7K | 0.25% | +5,139 | New |
| First Heartland Consultants, Inc. | 5,127 | $462.0K | 0.05% | −82−1.6% | Reduced |
| Mechanics Financial Corp | 5,126 | $461.5K | 0.20% | −920−15.2% | Reduced |
| Formidable Asset Management, LLC | 5,119 | $460.8K | 0.07% | −814−13.7% | Reduced |
| Avestar Capital, LLC | 5,113 | $460.3K | 0.05% | +88+1.8% | Added |
| Ocean Capital Management, LLC | 5,109 | $460.0K | 0.11% | +5,109 | New |
| Gsa Capital Partners LLP | 5,064 | $456.0K | 0.03% | −11,995−70.3% | Reduced |
| Magnetar Financial LLC | 5,046 | $454.3K | 0.01% | −186,768−97.4% | Reduced |
| Core Wealth Partners LLC | 5,030 | $452.9K | 0.27% | −311−5.8% | Reduced |
| Wakefield Asset Management LLLP | 5,022 | $452.1K | 0.15% | +28+0.6% | Added |
| Zimmermann Investment Management & Planning LLC | 5,019 | $451.9K | 0.14% | −118−2.3% | Reduced |
| Prairiewood Capital, LLC | 5,002 | $450.3K | 0.19% | −1,470−22.7% | Reduced |
| AlphaCentric Advisors LLC | 5,000 | $450.1K | 0.33% | −12,500−71.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $450.1K | 0.29% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,717 | $450.0K | 0.17% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,870 | $449.3K | 0.02% | +1,337+37.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,961 | $446.6K | 0.04% | +150+3.1% | Added |
| Ambassador Advisors, LLC | 4,909 | $442.0K | 0.08% | −525−9.7% | Reduced |
| Greenfield Savings Bank | 4,886 | $439.9K | 0.21% | +2,050+72.3% | Added |
| AllSquare Wealth Management LLC | 4,884 | $439.7K | 0.25% | +100+2.1% | Added |
| Martingale Asset Management L P | 4,873 | $438.7K | 0.01% | −4−0.1% | Reduced |
| Principle Wealth Partners LLC | 4,826 | $434.5K | 0.03% | −1,713−26.2% | Reduced |
| Financial Management Professionals, Inc. | 4,816 | $434.0K | 0.05% | +12+0.2% | Added |
| DGS Capital Management, LLC | 4,819 | $433.9K | 0.12% | −737−13.3% | Reduced |
| Interchange Capital Partners, LLC | 4,803 | $432.8K | 0.15% | −147−3.0% | Reduced |
| Harfst & Associates, Inc. | 4,803 | $432.4K | 0.10% | −2,558−34.8% | Reduced |
| Chaney Capital Management, Inc. | 4,800 | $432.1K | 0.24% | +4,800 | New |
| Woodward Diversified Capital, LLC | 4,791 | $431.3K | 0.27% | −178−3.6% | Reduced |
| Wealth Alliance | 4,783 | $430.6K | 0.05% | −570−10.6% | Reduced |
| Phoenix Holdings Ltd. | 4,737 | $429.0K | 0.01% | +375+8.6% | Added |
| SS&H Financial Advisors, Inc. | 4,756 | $428.0K | 0.16% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 4,752 | $427.8K | 0.11% | +1,769+59.3% | Added |
| Sanders Morris Harris LLC | 4,744 | $427.1K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,735 | $426.3K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,730 | $425.8K | 0.06% | −2,595−35.4% | Reduced |
| Martin Investment Management, LLC | 4,718 | $424.8K | 0.10% | +5+0.1% | Added |
| Alethea Capital Management, LLC | 4,714 | $424.4K | 0.31% | +4,714 | New |
| Schechter Investment Advisors, LLC | 4,690 | $422.2K | 0.03% | −851−15.4% | Reduced |
| First County Bank | 4,684 | $421.7K | 0.21% | −1,153−19.8% | Reduced |
| Advisor OS, LLC | 4,682 | $421.5K | 0.04% | +276+6.3% | Added |
| FIL Ltd | 4,666 | $420.1K | 0.00% | −42,738−90.2% | Reduced |
| CWA Asset Management Group, LLC | 4,639 | $417.6K | 0.02% | +4,639 | New |
| Wedmont Private Capital | 4,798 | $417.6K | 0.02% | +457+10.5% | Added |