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; 2,150 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
- 2,075
- +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
- 907 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 123,111 | $11.1M | 0.88% | +13,605+12.4% | Added |
| Elo Mutual Pension Insurance Co | 121,866 | $11.0M | 0.24% | +2,450+2.1% | Added |
| Atria Investments LLC | 120,963 | $10.9M | 0.14% | −911−0.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 119,319 | $10.7M | 1.83% | −649−0.5% | Reduced |
| Kanawha Capital Management LLC | 119,218 | $10.7M | 0.78% | +2,516+2.2% | Added |
| ABN AMRO Bank N.V. | 119,531 | $10.7M | 0.15% | +25,442+27.0% | Added |
| Logan Capital Management Inc | 118,319 | $10.7M | 0.44% | −3,403−2.8% | Reduced |
| Capital Analysts, LLC | 118,120 | $10.6M | 0.43% | +1,680+1.4% | Added |
| Hantz Financial Services, Inc. | 117,573 | $10.6M | 0.19% | −4,306−3.5% | Reduced |
| S&CO Inc | 116,975 | $10.5M | 0.69% | −11,350−8.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 116,703 | $10.5M | 0.32% | +3,042+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 116,100 | $10.5M | 0.56% | −28,567−19.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 115,710 | $10.4M | 1.63% | +3,820+3.4% | Added |
| Gateway Investment Advisers LLC | 114,128 | $10.3M | 0.11% | −1,178−1.0% | Reduced |
| Jefferies Financial Group Inc. | 113,796 | $10.2M | 0.17% | +76,675+206.6% | Added |
| Regal Investment Advisors LLC | 113,557 | $10.2M | 0.72% | +5,353+4.9% | Added |
| Sculptor Capital LP | 113,500 | $10.2M | 0.20% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 112,709 | $10.1M | 0.60% | −22,674−16.7% | Reduced |
| First National Bank of Omaha | 111,203 | $10.0M | 0.64% | −1,466−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 110,885 | $9.98M | 1.01% | +6,516+6.2% | Added |
| JB Capital LLC | 110,496 | $9.95M | 0.57% | +5,083+4.8% | Added |
| Synergy Financial Management, LLC | 109,993 | $9.90M | 1.51% | +60,865+123.9% | Added |
| Oregon Public Employees Retirement Fund | 109,797 | $9.89M | 0.19% | −4,260−3.7% | Reduced |
| GAM Holding AG | 109,330 | $9.84M | 0.78% | +440+0.4% | Added |
| Pinnacle Associates Ltd | 118,887 | $9.79M | 0.17% | −12,975−9.8% | Reduced |
| Silicon Valley Capital Partners | 108,010 | $9.72M | 1.27% | +653+0.6% | Added |
| Employees Retirement System of Texas | 107,848 | $9.71M | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 107,518 | $9.68M | 0.91% | +1,271+1.2% | Added |
| Private Advisor Group, LLC | 107,367 | $9.67M | 0.06% | −2,730−2.5% | Reduced |
| Marshall Wace, LLP | 107,249 | $9.66M | 0.01% | −160,687−60.0% | Reduced |
| Allied Investment Advisors, LLC | 106,862 | $9.62M | 1.91% | +3,020+2.9% | Added |
| Verition Fund Management LLC | 105,734 | $9.52M | 0.06% | +22,156+26.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 105,560 | $9.50M | 1.79% | +105,560 | New |
| Ferguson Wellman Capital Management, Inc | 105,364 | $9.49M | 0.18% | +105,364 | New |
| Hudson Valley Investment Advisors Inc | 104,337 | $9.39M | 1.04% | −1,779−1.7% | Reduced |
| Robeco Schweiz AG | 103,905 | $9.35M | 0.18% | +36,545+54.3% | Added |
| Nicholas Company, Inc. | 103,490 | $9.32M | 0.15% | −5,850−5.4% | Reduced |
| Gulf International Bank (UK) Ltd | 103,282 | $9.30M | 0.24% | −4,920−4.5% | Reduced |
| Empowered Funds, LLC | 103,044 | $9.28M | 0.15% | −6,498−5.9% | Reduced |
| Brevan Howard Capital Management LP | 102,791 | $9.25M | 0.45% | +102,791 | New |
| Capital Fund Management S.A. | 102,653 | $9.24M | 0.10% | −41,054−28.6% | Reduced |
| Advocate Group LLC | 101,879 | $9.17M | 1.66% | +4,576+4.7% | Added |
| Stockman Wealth Management, Inc. | 101,463 | $9.13M | 1.42% | +7,540+8.0% | Added |
| Captrust Financial Advisors | 101,390 | $9.13M | 0.03% | −13,977−12.1% | Reduced |
| Archon Partners LLC | 101,300 | $9.12M | 1.05% | −9,700−8.7% | Reduced |
| Noesis Capital Mangement Corp | 101,266 | $9.12M | 1.81% | +2,482+2.5% | Added |
| Massmutual Trust Co FSB | 101,163 | $9.11M | 0.26% | −84−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 100,966 | $9.09M | 0.29% | −12,776−11.2% | Reduced |
| LMR Partners LLP | 100,871 | $9.08M | 0.20% | +100,871 | New |
| Estabrook Capital Management | 99,840 | $8.99M | 1.34% | −741−0.7% | Reduced |
| TCW Group Inc | 99,673 | $8.97M | 0.08% | +23,900+31.5% | Added |
| Channing Capital Management, LLC | 99,432 | $8.95M | 0.23% | +13,588+15.8% | Added |
| Sirios Capital Management L P | 99,314 | $8.94M | 1.58% | −1,598−1.6% | Reduced |
| Country Club Bank | 99,577 | $8.89M | 0.59% | −2,174−2.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 98,394 | $8.86M | 0.95% | +1,503+1.6% | Added |
| Dnca Finance | 98,359 | $8.86M | 0.76% | −69,641−41.5% | Reduced |
| Quantitative Investment Management, LLC | 98,252 | $8.85M | 0.87% | +98,252 | New |
| Marco Investment Management LLC | 98,241 | $8.84M | 0.76% | +510+0.5% | Added |
| Mattern Capital Management, LLC | 97,978 | $8.82M | 1.11% | +339+0.3% | Added |
| Kestra Private Wealth Services, LLC | 97,339 | $8.76M | 0.16% | −2,017−2.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 106,289 | $8.75M | 0.06% | +22,621+27.0% | Added |
| Teachers Retirement System of the State of Kentucky | 96,993 | $8.73M | 0.08% | −8,868−8.4% | Reduced |
| Parcion Private Wealth LLC | 96,951 | $8.73M | 0.73% | +8,384+9.5% | Added |
| Allianz SE | 96,670 | $8.70M | 0.24% | +12,130+14.3% | Added |
| Greenwood Capital Associates LLC | 96,465 | $8.68M | 1.13% | −1,473−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 95,764 | $8.62M | 0.13% | +95,764 | New |
| Washington Trust Co | 95,084 | $8.56M | 0.30% | −1,537−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 94,311 | $8.54M | 0.09% | −1,942−2.0% | Reduced |
| Blair William & Co | 94,849 | $8.54M | 0.03% | −10,229−9.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 94,757 | $8.53M | 2.93% | −11,540−10.9% | Reduced |
| Haverford Financial Services, Inc. | 93,206 | $8.39M | 2.40% | −13,314−12.5% | Reduced |
| Bayesian Capital Management, LP | 93,200 | $8.39M | 0.98% | +51,300+122.4% | Added |
| NEOS Investment Management LLC | 92,239 | $8.30M | 0.25% | +13,771+17.5% | Added |
| Two Point Capital Management, Inc. | 91,722 | $8.26M | 3.01% | +965+1.1% | Added |
| Parthenon LLC | 91,061 | $8.20M | 0.98% | −1,045−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 90,400 | $8.14M | 0.36% | −1,274−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 89,686 | $8.07M | 0.20% | +5,518+6.6% | Added |
| Mengis Capital Management, Inc. | 89,373 | $8.05M | 1.58% | +1,116+1.3% | Added |
| Kentucky Retirement Systems | 89,353 | $8.04M | 0.24% | −10,707−10.7% | Reduced |
| JustInvest LLC | 89,180 | $8.03M | 0.13% | +886+1.0% | Added |
| Strategic Wealth Partners, Ltd. | 88,177 | $7.94M | 0.76% | −243−0.3% | Reduced |
| Soltis Investment Advisors LLC | 88,110 | $7.93M | 0.78% | +20,352+30.0% | Added |
| CCLA Investment Management Ltd | 100,178 | $7.88M | 0.12% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 87,461 | $7.87M | 1.45% | +87,461 | New |
| Westchester Capital Management, Inc. | 87,133 | $7.84M | 1.91% | −148−0.2% | Reduced |
| Olstein Capital Management, L.P. | 87,000 | $7.83M | 1.33% | +14,000+19.2% | Added |
| Toroso Investments, LLC | 86,851 | $7.82M | 0.09% | −18,155−17.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 86,623 | $7.80M | 2.02% | +1,840+2.2% | Added |
| Value Partners Investments Inc. | 86,389 | $7.78M | 0.63% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 86,297 | $7.77M | 0.39% | −8,915−9.4% | Reduced |
| American National Bank | 84,861 | $7.64M | 0.90% | +38,908+84.7% | Added |
| Azimuth Capital Investment Management LLC | 84,670 | $7.62M | 0.30% | +4,412+5.5% | Added |
| Cheviot Value Management, LLC | 84,059 | $7.57M | 1.43% | −3,185−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 84,497 | $7.55M | 0.03% | +13,952+19.8% | Added |
| Mizuho Securities USA LLC | 83,170 | $7.49M | 0.16% | −19,214−18.8% | Reduced |
| JGP Wealth Management, LLC | 82,201 | $7.40M | 0.95% | +2,819+3.6% | Added |
| FineMark National Bank & Trust | 81,477 | $7.34M | 0.26% | −4,817−5.6% | Reduced |
| Gabelli Funds LLC | 81,290 | $7.32M | 0.05% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 80,746 | $7.27M | 0.11% | +9,750+13.7% | Added |
| Hartford Investment Management Co | 80,626 | $7.26M | 0.24% | −4,373−5.1% | Reduced |