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 |
|---|---|---|---|---|---|
| Integral Investment Advisors, Inc. | 4,632 | $417.0K | 0.14% | −143−3.0% | Reduced |
| US Asset Management LLC | 4,740 | $417.0K | 0.37% | −9−0.2% | Reduced |
| Seelaus Asset Management LLC | 4,630 | $416.8K | 0.38% | −440−8.7% | Reduced |
| RIA Advisory Group LLC | 4,627 | $416.6K | 0.15% | +4,627 | New |
| Westpac Banking Corp | 4,615 | $415.5K | 0.03% | +1,613+53.7% | Added |
| Alerus Financial NA | 4,606 | $414.7K | 0.03% | −10.0% | Reduced |
| Oddo BHF Asset Management SAS | 4,605 | $414.6K | 0.02% | +4,605 | New |
| Curbstone Financial Management Corp | 4,586 | $412.9K | 0.09% | +4,586 | New |
| Legacy Advisory Services, LLC | 4,585 | $412.8K | 0.35% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,585 | $412.8K | 0.07% | −44−1.0% | Reduced |
| Nwam LLC | 4,562 | $410.7K | 0.03% | −281−5.8% | Reduced |
| MBA Advisors LLC | 4,546 | $409.3K | 0.20% | −26−0.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,541 | $408.8K | 0.10% | +20.0% | Added |
| North Star Asset Management Inc | 4,505 | $405.6K | 0.02% | +84+1.9% | Added |
| Waterway Wealth Management, LLC | 4,493 | $404.5K | 0.17% | +1,734+62.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $404.2K | 0.15% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 4,489 | $404.1K | 0.08% | +4,489 | New |
| North Star Investment Management Corp. | 4,451 | $400.7K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,440 | $399.7K | 0.14% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,412 | $397.2K | 0.03% | −60−1.3% | Reduced |
| KPP Advisory Services LLC | 4,404 | $396.5K | 0.10% | −218−4.7% | Reduced |
| First Financial Bank - Trust Division | 4,382 | $394.5K | 0.04% | −3−0.1% | Reduced |
| Peoples Financial Services Corp. | 4,380 | $394.3K | 0.18% | −407−8.5% | Reduced |
| Oxford Asset Management LLP | 4,374 | $393.8K | 0.33% | +4,374 | New |
| Jeppson Wealth Management, LLC | 4,362 | $392.7K | 0.14% | −85−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,357 | $392.3K | 0.23% | +90+2.1% | Added |
| Harbour Trust & Investment Management Co | 4,348 | $391.4K | 0.04% | −191−4.2% | Reduced |
| Heritage Oak Wealth Advisors LLC | 4,315 | $388.5K | 0.18% | −1,247−22.4% | Reduced |
| New Wave Wealth Advisors LLC | 4,315 | $388.5K | 0.18% | −130−2.9% | Reduced |
| Capula Management Ltd | 4,312 | $388.2K | 0.00% | +4,312 | New |
| Davis Capital Management | 4,305 | $387.6K | 0.31% | −124−2.8% | Reduced |
| Twin Lakes Capital Management, LLC | 4,286 | $385.9K | 0.25% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 4,275 | $384.9K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,265 | $384.0K | 0.10% | +1,354+46.5% | Added |
| Accurate Wealth Management, LLC | 4,262 | $382.9K | 0.08% | −198−4.4% | Reduced |
| Wolverine Asset Management LLC | 4,241 | $381.8K | 0.01% | −24,493−85.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,238 | $381.5K | 0.03% | −2,605−38.1% | Reduced |
| Empower Advisory Group, LLC | 4,216 | $379.6K | 0.00% | −148−3.4% | Reduced |
| Bennett Associates Wealth Management | 4,215 | $379.5K | 0.31% | +205+5.1% | Added |
| Aspen Investment Management Inc | 4,214 | $379.0K | 0.18% | −200−4.5% | Reduced |
| Raleigh Capital Management Inc. | 4,192 | $377.4K | 0.15% | −674−13.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,189 | $377.1K | 0.01% | −90−2.1% | Reduced |
| Triangle Securities Wealth Management | 4,182 | $376.5K | 0.10% | −772−15.6% | Reduced |
| Catalyst Financial Partners LLC | 4,173 | $375.7K | 0.07% | −175−4.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,168 | $375.3K | 0.14% | +110+2.7% | Added |
| Acadian Asset Management LLC | 4,162 | $374.0K | 0.00% | −34,322−89.2% | Reduced |
| First City Capital Management, Inc. | 4,123 | $371.2K | 0.19% | +116+2.9% | Added |
| Register Financial Advisors LLC | 4,110 | $370.0K | 0.19% | −153−3.6% | Reduced |
| FLC Capital Advisors | 4,109 | $369.9K | 0.09% | −125−3.0% | Reduced |
| Baker Avenue Asset Management, LP | 4,084 | $367.7K | 0.01% | +450+12.4% | Added |
| Trilogy Capital Inc. | 4,082 | $367.5K | 0.02% | +192+4.9% | Added |
| Prelude Capital Management, LLC | 4,081 | $367.4K | 0.03% | +4,081 | New |
| Camden Capital, LLC | 4,073 | $366.7K | 0.04% | +626+18.2% | Added |
| Signal Advisors Wealth, LLC | 4,046 | $364.3K | 0.05% | +4,046 | New |
| Axq Capital, LP | 4,018 | $361.7K | 0.11% | +4,018 | New |
| Northwest Financial Advisors | 4,006 | $360.6K | 0.29% | −12−0.3% | Reduced |
| 49 Wealth Management, LLC | 3,995 | $359.7K | 0.06% | −1,215−23.3% | Reduced |
| Brass Tax Wealth Management, Inc | 3,984 | $358.6K | 0.08% | +3,984 | New |
| SageView Advisory Group, LLC | 3,983 | $358.5K | 0.02% | −1,522−27.6% | Reduced |
| Aviance Capital Partners, LLC | 3,980 | $358.3K | 0.05% | −79−1.9% | Reduced |
| PrairieView Partners, LLC | 3,967 | $357.0K | 0.04% | −14−0.4% | Reduced |
| Creekside Partners | 3,941 | $354.8K | 0.18% | +3,941 | New |
| Peoples Bank | 3,936 | $354.4K | 0.18% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,936 | $354.4K | 0.17% | +41+1.1% | Added |
| CNB Bank | 3,935 | $354.3K | 0.16% | −1,129−22.3% | Reduced |
| E Fund Management Co., Ltd. | 3,930 | $353.8K | 0.02% | −218−5.3% | Reduced |
| Sciencast Management LP | 3,929 | $353.7K | 0.10% | −5,555−58.6% | Reduced |
| Wynn Capital, LLC | 3,921 | $353.0K | 0.23% | +640+19.5% | Added |
| ELCO Management Co., LLC | 3,913 | $352.3K | 0.19% | −230−5.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,909 | $351.9K | 0.01% | −278−6.6% | Reduced |
| 9258 Wealth Management, LLC | 3,901 | $351.2K | 0.05% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 3,900 | $351.1K | 0.23% | 00.0% | Unchanged |
| Optas, LLC | 3,894 | $350.6K | 0.08% | +707+22.2% | Added |
| VeraBank, N.A. | 3,894 | $350.6K | 0.10% | −130−3.2% | Reduced |
| Stiles Financial Services Inc | 3,891 | $350.4K | 0.12% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,883 | $349.6K | 0.16% | +46+1.2% | Added |
| Summit Investment Advisory Services, LLC | 3,871 | $348.5K | 0.18% | +3,871 | New |
| Good Life Advisors, LLC | 3,870 | $348.3K | 0.02% | +276+7.7% | Added |
| Verity Asset Management, Inc. | 3,859 | $347.5K | 0.13% | −1,499−28.0% | Reduced |
| Meridian Wealth Advisors, LLC | 3,852 | $346.8K | 0.06% | −812−17.4% | Reduced |
| Arcataur Capital Management LLC | 3,844 | $346.1K | 0.12% | −3−0.1% | Reduced |
| Virtue Capital Management, LLC | 3,827 | $344.5K | 0.07% | −839−18.0% | Reduced |
| Clarius Group, LLC | 3,848 | $343.9K | 0.02% | −289−7.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,820 | $343.9K | 0.05% | −57−1.5% | Reduced |
| West Family Investments, Inc. | 3,815 | $343.5K | 0.12% | +3,815 | New |
| Simon Quick Advisors, LLC | 3,807 | $342.7K | 0.02% | +643+20.3% | Added |
| Delta Financial Group, Inc. | 3,799 | $342.0K | 0.13% | −133−3.4% | Reduced |
| FNY Investment Advisers, LLC | 3,800 | $342.0K | 0.17% | +3,800 | New |
| Quadrant Capital Group LLC | 3,774 | $340.0K | 0.02% | +183+5.1% | Added |
| Pinnacle Bancorp, Inc. | 3,774 | $339.8K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 3,751 | $337.7K | 0.02% | +3,751 | New |
| Precision Wealth Strategies, LLC | 3,741 | $336.8K | 0.31% | +118+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 3,739 | $336.6K | 0.01% | −935−20.0% | Reduced |
| Excalibur Management Corp | 3,727 | $335.5K | 0.13% | +54+1.5% | Added |
| Strategic Investment Advisors | 3,724 | $335.2K | 0.04% | −30−0.8% | Reduced |
| Callan Family Office, LLC | 3,723 | $335.2K | 0.06% | +808+27.7% | Added |
| Red Door Wealth Management, LLC | 3,713 | $334.3K | 0.06% | −69−1.8% | Reduced |
| Blueprint Investment Partners LLC | 3,712 | $334.2K | 0.06% | +3,712 | New |
| Sage Private Wealth Group, LLC | 3,708 | $333.9K | 0.26% | −427−10.3% | Reduced |
| David Loasby | 3,802 | $333.7K | 0.03% | +360+10.5% | Added |