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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 3,699 | $333.0K | 0.21% | −4−0.1% | Reduced |
| Okabena Investment Services Inc | 3,696 | $332.8K | 0.09% | +448+13.8% | Added |
| Penobscot Investment Management Company, Inc. | 3,695 | $332.7K | 0.03% | −575−13.5% | Reduced |
| Parkside Investments, LLC | 3,694 | $332.6K | 0.05% | 00.0% | Unchanged |
| Renasant Bank | 3,670 | $330.4K | 0.22% | −579−13.6% | Reduced |
| Cohen & Steers, Inc. | 3,661 | $330.0K | 0.00% | +70+1.9% | Added |
| Global Trust Asset Management, LLC | 3,665 | $330.0K | 0.12% | +259+7.6% | Added |
| Forza Wealth Management, LLC | 3,661 | $329.6K | 0.15% | +1,055+40.5% | Added |
| Inceptionr LLC | 3,657 | $329.2K | 0.08% | −11,436−75.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,653 | $328.9K | 0.15% | −4,268−53.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,648 | $328.4K | 0.09% | −803−18.0% | Reduced |
| Guyasuta Investment Advisors Inc | 3,634 | $327.2K | 0.02% | +379+11.6% | Added |
| Juncture Wealth Strategies, LLC | 3,633 | $327.1K | 0.13% | +400+12.4% | Added |
| Alpha Family Trust | 3,620 | $325.9K | 0.18% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,602 | $324.3K | 0.16% | −25−0.7% | Reduced |
| MBB Public Markets I LLC | 3,600 | $324.1K | 0.03% | −90,269−96.2% | Reduced |
| First Trust Investment Solutions L.P. | 3,570 | $321.4K | 0.04% | −591−14.2% | Reduced |
| Family Legacy, Inc. | 3,568 | $321.2K | 0.11% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,565 | $321.0K | 0.02% | −963−21.3% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $320.5K | 0.11% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,548 | $319.5K | 0.01% | −17,667−83.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,539 | $318.6K | 0.01% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,537 | $318.4K | 1.60% | +43+1.2% | Added |
| Thomasville National Bank | 3,529 | $317.7K | 0.02% | −365−9.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,504 | $317.2K | 0.15% | −98−2.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,517 | $317.0K | 0.21% | +3,517 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,518 | $316.7K | 0.07% | −29−0.8% | Reduced |
| Summitry LLC | 3,503 | $315.4K | 0.02% | −463−11.7% | Reduced |
| Game Creek Capital, LP | 3,500 | $315.1K | 0.17% | −2,375−40.4% | Reduced |
| Alta Advisers Ltd | 3,500 | $315.1K | 0.14% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,498 | $314.9K | 0.06% | +23+0.7% | Added |
| MMBG Investment Advisors Co. | 3,480 | $313.3K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3,444 | $312.5K | 0.16% | +293+9.3% | Added |
| Centurion Wealth Management LLC | 3,467 | $312.2K | 0.10% | +3,467 | New |
| Fiduciary Financial Group, LLC | 3,538 | $311.8K | 0.07% | +4+0.1% | Added |
| WealthPlan Investment Management, LLC | 3,460 | $311.5K | 0.03% | +697+25.2% | Added |
| Moss Adams Wealth Advisors LLC | 3,418 | $309.9K | 0.03% | +93+2.8% | Added |
| Mosaic Financial Group, LLC | 3,420 | $308.0K | 0.22% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,415 | $307.5K | 0.00% | +3,415 | New |
| Alpha Omega Wealth Management LLC | 3,395 | $305.7K | 0.06% | −44−1.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,386 | $304.8K | 0.10% | +2+0.1% | Added |
| ICONIQ Capital, LLC | 3,385 | $304.8K | 0.01% | +3,385 | New |
| Blue Barn Wealth, LLC | 3,382 | $304.5K | 0.16% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 3,371 | $303.5K | 0.10% | +3,343+11,939.3% | Added |
| Onefund, LLC | 3,370 | $303.4K | 0.31% | −104−3.0% | Reduced |
| Duncker Streett & Co Inc | 3,370 | $303.4K | 0.06% | −934−21.7% | Reduced |
| CTC Alternative Strategies, Ltd. | 3,363 | $302.8K | 0.38% | −2,637−44.0% | Reduced |
| Financial Insights, Inc. | 3,359 | $302.4K | 0.10% | −2,405−41.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,357 | $302.2K | 0.03% | −1,082−24.4% | Reduced |
| Cornerstone Advisory, LLC | 3,348 | $301.4K | 0.04% | −477−12.5% | Reduced |
| Insight Folios Inc | 3,345 | $301.1K | 0.11% | −9−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 3,342 | $300.9K | 0.00% | −583−14.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,341 | $300.8K | 0.04% | +25+0.8% | Added |
| Sunbelt Securities, Inc. | 3,316 | $298.5K | 0.03% | +210+6.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,313 | $298.3K | 0.01% | +252+8.2% | Added |
| Eads & Heald Wealth Management | 3,306 | $298.0K | 0.14% | −640−16.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,289 | $296.1K | 0.02% | −893−21.4% | Reduced |
| Signet Financial Management, LLC | 3,277 | $295.0K | 0.04% | +181+5.8% | Added |
| Chicago Capital, LLC | 3,260 | $293.5K | 0.01% | +712+27.9% | Added |
| Keebeck Wealth Management, LLC | 3,231 | $293.1K | 0.04% | −199−5.8% | Reduced |
| Financial Network Wealth Advisors LLC | 3,249 | $292.5K | 0.24% | −131−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,242 | $291.9K | 0.02% | −591−15.4% | Reduced |
| Cape Investment Advisory, Inc. | 3,242 | $291.9K | 0.12% | +249+8.3% | Added |
| Perritt Capital Management Inc | 3,232 | $291.0K | 0.15% | +408+14.4% | Added |
| Essex Savings Bank | 3,229 | $290.7K | 0.07% | −126−3.8% | Reduced |
| Modera Wealth Management, LLC | 3,221 | $290.0K | 0.00% | +606+23.2% | Added |
| Capstone Investment Advisors, LLC | 3,219 | $289.8K | 0.01% | −37,976−92.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,186 | $289.0K | 0.07% | +90+2.9% | Added |
| Hillman Capital Management, Inc. | 3,207 | $288.7K | 0.10% | +45+1.4% | Added |
| Breed's Hill Capital LLC | 3,189 | $287.1K | 0.24% | +91+2.9% | Added |
| Capital Advisors, Ltd. LLC | 3,185 | $287.0K | 0.04% | +6+0.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,184 | $286.7K | 0.06% | +28+0.9% | Added |
| jvl associates llc | 3,182 | $286.5K | 0.11% | −351−9.9% | Reduced |
| Brightwater Advisory LLC | 644 | $286.5K | 0.21% | −1,913−74.8% | Reduced |
| Profit Investment Management, LLC | 3,177 | $286.0K | 0.23% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,173 | $285.7K | 0.07% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,172 | $285.6K | 0.12% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,172 | $285.6K | 0.02% | +546+20.8% | Added |
| Carmel Capital Partners, LLC | 3,170 | $285.4K | 0.11% | +343+12.1% | Added |
| Skopos Labs, Inc. | 3,158 | $284.3K | 0.09% | −395−11.1% | Reduced |
| Widmann Financial Services, Inc. | 3,157 | $284.2K | 0.22% | −192−5.7% | Reduced |
| Austin Private Wealth, LLC | 3,117 | $280.6K | 0.03% | +14+0.5% | Added |
| Clear Creek Financial Management, LLC | 3,111 | $280.1K | 0.03% | +3,111 | New |
| Fort, L.P. | 3,105 | $279.5K | 0.71% | −74−2.3% | Reduced |
| Smith Shellnut Wilson LLC | 3,103 | $279.4K | 0.13% | −64−2.0% | Reduced |
| Hexagon Capital Partners LLC | 3,100 | $279.1K | 0.05% | −6−0.2% | Reduced |
| OneAscent Financial Services LLC | 3,070 | $279.0K | 0.20% | +410+15.4% | Added |
| Kirtland Hills Capital Management, LLC | 3,077 | $277.0K | 0.15% | 00.0% | Unchanged |
| STAR Financial Bank | 3,075 | $276.8K | 0.19% | −361−10.5% | Reduced |
| Umpqua Bank | 3,074 | $276.8K | 0.10% | −23−0.7% | Reduced |
| Boothbay Fund Management, LLC | 3,055 | $275.0K | 0.01% | −17,312−85.0% | Reduced |
| Marex Group plc | 3,051 | $274.7K | 0.01% | −75,193−96.1% | Reduced |
| Fiducient Advisors LLC | 3,012 | $273.3K | 0.03% | +3,012 | New |
| Capital Planning Advisors, LLC | 3,035 | $273.2K | 0.04% | +7+0.2% | Added |
| Edge Capital Group, LLC | 3,021 | $272.0K | 0.01% | −420−12.2% | Reduced |
| GDS Wealth Management | 3,017 | $271.6K | 0.03% | +3,017 | New |
| Old North State Trust, LLC | 3,013 | $271.0K | 0.22% | +210+7.5% | Added |
| Bank & Trust Co | 3,008 | $270.8K | 0.22% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,995 | $269.6K | 0.02% | −1,737−36.7% | Reduced |
| Foguth Wealth Management, LLC. | 3,041 | $268.0K | 0.10% | −1,215−28.5% | Reduced |