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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 80,218 | $7.22M | 1.16% | −1,382−1.7% | Reduced |
| Davy Global Fund Management Ltd | 79,519 | $7.16M | 0.75% | 00.0% | Unchanged |
| St Germain D J Co Inc | 79,505 | $7.16M | 0.33% | −4,882−5.8% | Reduced |
| LGT Group Foundation | 80,303 | $7.16M | 0.12% | +3,384+4.4% | Added |
| Sicart Associates LLC | 78,460 | $7.12M | 2.50% | +75+0.1% | Added |
| Hikari Power Ltd | 79,060 | $7.12M | 0.59% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 78,554 | $7.07M | 0.24% | +188+0.2% | Added |
| First Nebraska Trust Co | 78,317 | $7.05M | 0.69% | +2,055+2.7% | Added |
| Centiva Capital, LP | 77,123 | $6.94M | 0.31% | +67,457+697.9% | Added |
| Ally Financial Inc. | 77,000 | $6.93M | 0.84% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 76,549 | $6.89M | 0.24% | −776−1.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 76,540 | $6.89M | 2.45% | −530−0.7% | Reduced |
| HB Wealth Management, LLC | 75,762 | $6.82M | 0.07% | −9,328−11.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 74,659 | $6.72M | 0.24% | −2,322−3.0% | Reduced |
| BancorpSouth Bank | 74,437 | $6.70M | 0.46% | +1,674+2.3% | Added |
| Cullen Investment Group, Ltd. | 74,054 | $6.67M | 0.99% | +1,024+1.4% | Added |
| Ironwood Investment Counsel, LLC | 74,049 | $6.67M | 1.11% | +1,544+2.1% | Added |
| Maryland State Retirement & Pension System | 74,035 | $6.67M | 0.14% | −30,258−29.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,593 | $6.63M | 0.41% | +56,178+322.6% | Added |
| Benedict Financial Advisors Inc | 73,514 | $6.62M | 1.56% | +1,044+1.4% | Added |
| Laurion Capital Management LP | 73,403 | $6.61M | 0.42% | +66,976+1,042.1% | Added |
| Bryn Mawr Trust Co | 73,373 | $6.61M | 0.12% | +60,016+449.3% | Added |
| Brinker Capital Investments, LLC | 73,228 | $6.59M | 0.07% | +2,298+3.2% | Added |
| Orion Portfolio Solutions, LLC | 73,228 | $6.59M | 0.07% | +2,298+3.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 73,047 | $6.58M | 1.56% | +1,587+2.2% | Added |
| Groupama Asset Managment | 181,095 | $6.57M | 0.17% | +64,499+55.3% | Added |
| Goelzer Investment Management, Inc. | 72,468 | $6.52M | 0.36% | −1,717−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 72,228 | $6.50M | 0.07% | +9,340+14.9% | Added |
| Louisiana State Employees Retirement System | 72,200 | $6.50M | 0.12% | −2,900−3.9% | Reduced |
| Cardinal Capital Management | 71,537 | $6.49M | 1.01% | +770+1.1% | Added |
| Financial & Tax Architects, LLC | 71,650 | $6.45M | 1.66% | −488−0.7% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $6.45M | 0.56% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 71,555 | $6.44M | 0.43% | −374−0.5% | Reduced |
| Tufton Capital Management | 71,253 | $6.41M | 1.20% | −4,223−5.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 71,000 | $6.39M | 0.02% | −1,766,600−96.1% | Reduced |
| Securian Asset Management, Inc | 70,937 | $6.39M | 0.18% | −5,413−7.1% | Reduced |
| Ci Investments Inc. | 70,775 | $6.37M | 0.02% | −8,488−10.7% | Reduced |
| Mizuho Markets Americas LLC | 70,527 | $6.35M | 0.16% | −5,904−7.7% | Reduced |
| Congress Wealth Management LLC | 69,889 | $6.29M | 0.08% | +38,053+119.5% | Added |
| Poehling Capital Management, LLC | 69,802 | $6.28M | 1.61% | −1,627−2.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 69,564 | $6.26M | 0.80% | −3,565−4.9% | Reduced |
| iA Global Asset Management Inc. | 69,236 | $6.23M | 0.11% | +20,649+42.5% | Added |
| Point72 (DIFC) Ltd | 69,198 | $6.23M | 0.48% | +69,198 | New |
| Naples Global Advisors, LLC | 68,369 | $6.20M | 0.58% | −4,619−6.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 68,284 | $6.15M | 2.56% | −1,766−2.5% | Reduced |
| Berkshire Asset Management LLC | 77,790 | $6.12M | 0.31% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 67,725 | $6.10M | 0.38% | +67,725 | New |
| Investment Management Corp of Ontario | 67,615 | $6.09M | 0.14% | −34,761−34.0% | Reduced |
| Advisory Services Network, LLC | 76,644 | $6.03M | 0.12% | 00.0% | Unchanged |
| Dearborn Partners LLC | 66,775 | $6.01M | 0.24% | −2,117−3.1% | Reduced |
| Synovus Financial Corp | 66,738 | $6.01M | 0.07% | +783+1.2% | Added |
| Concurrent Investment Advisors, LLC | 66,036 | $5.95M | 0.18% | +4,868+8.0% | Added |
| Linscomb & Williams, Inc. | 65,829 | $5.93M | 0.29% | +99+0.2% | Added |
| Vinva Investment Management Ltd | 66,203 | $5.91M | 0.26% | +6,757+11.4% | Added |
| Addenda Capital Inc. | 65,140 | $5.91M | 0.21% | +120.0% | Added |
| Ledyard National Bank | 65,543 | $5.90M | 0.54% | −2,436−3.6% | Reduced |
| Moors & Cabot, Inc. | 65,261 | $5.88M | 0.29% | −1,211−1.8% | Reduced |
| Farmers Trust Co | 64,945 | $5.85M | 1.09% | +884+1.4% | Added |
| New Mexico Educational Retirement Board | 64,887 | $5.84M | 0.20% | −2,100−3.1% | Reduced |
| Stablepoint Partners, LLC | 64,791 | $5.83M | 1.06% | +133+0.2% | Added |
| Monarch Capital Management Inc | 63,908 | $5.79M | 1.56% | +256+0.4% | Added |
| Prospera Financial Services Inc | 64,203 | $5.78M | 0.15% | −856−1.3% | Reduced |
| Trust Co of Vermont | 63,949 | $5.76M | 0.29% | −2,333−3.5% | Reduced |
| Aperture Investors, LLC | 63,686 | $5.73M | 0.73% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 63,622 | $5.73M | 0.17% | +7,786+13.9% | Added |
| Ieq Capital, LLC | 62,455 | $5.62M | 0.07% | −2,055−3.2% | Reduced |
| Wealthfront Advisers LLC | 61,975 | $5.58M | 0.02% | +196+0.3% | Added |
| Stratos Wealth Partners, LTD. | 61,356 | $5.52M | 0.08% | −39−0.1% | Reduced |
| TD Private Client Wealth LLC | 61,060 | $5.50M | 0.16% | +2,782+4.8% | Added |
| Arkadios Wealth Advisors | 60,725 | $5.47M | 0.31% | +11,178+22.6% | Added |
| Azzad Asset Management Inc | 60,356 | $5.43M | 0.61% | +574+1.0% | Added |
| First National Trust Co | 60,205 | $5.42M | 0.21% | −3,733−5.8% | Reduced |
| Sivik Global Healthcare LLC | 60,000 | $5.40M | 2.30% | +60,000 | New |
| Smithbridge Asset Management Inc | 59,327 | $5.34M | 0.92% | +3,757+6.8% | Added |
| Oliver Luxxe Assets LLC | 59,142 | $5.32M | 0.95% | +120+0.2% | Added |
| Kesler, Norman & Wride, LLC | 58,988 | $5.31M | 1.04% | +220+0.4% | Added |
| Westend Capital Management, LLC | 58,917 | $5.30M | 1.82% | +58,917 | New |
| HTLF Bank | 58,836 | $5.30M | 0.58% | −1,880−3.1% | Reduced |
| Portside Wealth Group, LLC | 58,705 | $5.29M | 0.90% | +5,014+9.3% | Added |
| Hennessy Advisors Inc | 58,700 | $5.28M | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 58,506 | $5.27M | 0.05% | −8,284−12.4% | Reduced |
| Assenagon Asset Management S.A. | 58,474 | $5.26M | 0.01% | +1,034+1.8% | Added |
| Geneos Wealth Management Inc. | 58,034 | $5.22M | 0.20% | +11,570+24.9% | Added |
| Welch & Forbes LLC | 57,406 | $5.17M | 0.07% | −3,345−5.5% | Reduced |
| Cullinan Associates Inc | 56,564 | $5.16M | 0.29% | −2,047−3.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,306 | $5.16M | 0.84% | −690−1.2% | Reduced |
| Stamos Capital Partners, L.P. | 56,600 | $5.10M | 1.20% | −4,010−6.6% | Reduced |
| Headinvest, LLC | 56,547 | $5.09M | 0.94% | −183−0.3% | Reduced |
| Palisade Asset Management, LLC | 56,340 | $5.07M | 0.50% | +1,076+1.9% | Added |
| Coston, McIsaac & Partners | 56,170 | $5.06M | 1.43% | +1,580+2.9% | Added |
| Kinneret Advisory, LLC | 55,536 | $5.04M | 0.46% | −728−1.3% | Reduced |
| Trinity Legacy Partners, LLC | 55,892 | $5.03M | 1.29% | +4,181+8.1% | Added |
| Franklin Street Advisors Inc | 55,460 | $4.99M | 0.34% | +24,780+80.8% | Added |
| Trajan Wealth LLC | 55,189 | $4.97M | 0.29% | +3,938+7.7% | Added |
| Columbia Asset Management | 55,046 | $4.96M | 0.87% | +5,254+10.6% | Added |
| Richard Bernstein Advisors LLC | 54,903 | $4.94M | 0.11% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 54,863 | $4.94M | 0.58% | +686+1.3% | Added |
| Alliance Wealth Advisors, LLC | 54,311 | $4.89M | 1.29% | +3,626+7.2% | Added |
| Metis Global Partners, LLC | 54,238 | $4.88M | 0.15% | +759+1.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 54,204 | $4.88M | 0.79% | +35,119+184.0% | Added |