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 |
|---|---|---|---|---|---|
| SlateStone Wealth, LLC | 54,180 | $4.88M | 0.44% | +22,690+72.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 54,110 | $4.87M | 2.99% | −1,160−2.1% | Reduced |
| Glenview Trust Co | 54,081 | $4.87M | 0.09% | +384+0.7% | Added |
| Robinson Value Management, Ltd. | 54,051 | $4.87M | 3.16% | +1,066+2.0% | Added |
| Bahl & Gaynor Inc | 53,872 | $4.85M | 0.02% | −2,273−4.0% | Reduced |
| Norinchukin Bank, The | 52,880 | $4.76M | 0.11% | +5,930+12.6% | Added |
| Qsemble Capital Management, LP | 52,816 | $4.76M | 0.88% | +7,257+15.9% | Added |
| LaFleur & Godfrey LLC | 52,719 | $4.75M | 0.65% | −2,072−3.8% | Reduced |
| Dakota Wealth Management | 52,342 | $4.71M | 0.11% | +6,951+15.3% | Added |
| Siemens Fonds Invest GmbH | 52,263 | $4.71M | 0.37% | −954−1.8% | Reduced |
| Round Hill Asset Management | 52,220 | $4.70M | 3.11% | −125−0.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 52,321 | $4.68M | 0.83% | +2,050+4.1% | Added |
| MainStreet Investment Advisors LLC | 51,826 | $4.67M | 0.62% | −1,591−3.0% | Reduced |
| Highland Capital Management, LLC | 51,680 | $4.65M | 0.27% | −2,510−4.6% | Reduced |
| Everence Capital Management Inc | 51,560 | $4.64M | 0.29% | +9,540+22.7% | Added |
| Boston Research & Management Inc | 51,315 | $4.62M | 1.07% | +2,828+5.8% | Added |
| 44 Wealth Management LLC | 50,038 | $4.62M | 1.62% | +50,038 | New |
| Vestor Capital, LLC | 51,237 | $4.61M | 0.36% | +456+0.9% | Added |
| Martin Capital Partners, LLC | 51,178 | $4.61M | 2.28% | −16,999−24.9% | Reduced |
| Cornerstone Advisors, LLC | 51,100 | $4.60M | 0.18% | 00.0% | Unchanged |
| Needham Investment Management LLC | 51,041 | $4.60M | 0.35% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 51,687 | $4.56M | 1.25% | −216−0.4% | Reduced |
| Teza Capital Management LLC | 50,491 | $4.55M | 0.50% | +7,389+17.1% | Added |
| TrueMark Investments, LLC | 50,197 | $4.52M | 1.45% | +17,866+55.3% | Added |
| Laffer Tengler Investments | 50,101 | $4.51M | 0.91% | +222+0.4% | Added |
| Compass Wealth Management LLC | 50,043 | $4.51M | 1.06% | −14,226−22.1% | Reduced |
| Courier Capital LLC | 49,963 | $4.50M | 0.31% | −263−0.5% | Reduced |
| Equitable Holdings, Inc. | 49,957 | $4.50M | 0.04% | −863−1.7% | Reduced |
| DLK Investment Management, LLC | 49,903 | $4.49M | 1.72% | +1,422+2.9% | Added |
| Butensky & Cohen Financial Security, Inc | 49,729 | $4.48M | 1.33% | +2,023+4.2% | Added |
| RBA Wealth Management, LLC | 49,495 | $4.46M | 1.72% | +5,429+12.3% | Added |
| RSM US Wealth Management LLC | 49,018 | $4.44M | 0.07% | +1,475+3.1% | Added |
| Argent Trust Co | 49,299 | $4.44M | 0.18% | −6,130−11.1% | Reduced |
| Arlington Partners LLC | 49,191 | $4.43M | 1.73% | +9,643+24.4% | Added |
| Mandatum Life Insurance Co Ltd | 49,138 | $4.42M | 1.36% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 50,015 | $4.41M | 1.43% | +850+1.7% | Added |
| Everett Harris & Co | 48,799 | $4.39M | 0.05% | +600+1.2% | Added |
| Hamilton Capital Partners Inc. | 48,679 | $4.38M | 0.38% | −6,294−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 48,248 | $4.34M | 0.05% | +1,248+2.7% | Added |
| Hanson & Doremus Investment Management | 48,165 | $4.34M | 0.69% | +552+1.2% | Added |
| Principal Securities, Inc. | 47,656 | $4.29M | 0.10% | +2,981+6.7% | Added |
| Hedeker Wealth, LLC | 47,535 | $4.28M | 1.13% | +511+1.1% | Added |
| Drucker Wealth 3.0, LLC | 47,352 | $4.26M | 1.02% | +827+1.8% | Added |
| Liberty One Investment Management, LLC | 47,221 | $4.25M | 0.43% | +2,911+6.6% | Added |
| Tower Research Capital LLC (TRC) | 47,195 | $4.25M | 0.11% | −44,573−48.6% | Reduced |
| Omers Administration Corp | 47,184 | $4.25M | 0.04% | +1,100+2.4% | Added |
| SFMG, LLC | 47,119 | $4.24M | 0.34% | −496−1.0% | Reduced |
| AustralianSuper Pty Ltd | 46,648 | $4.20M | 0.02% | −28,304−37.8% | Reduced |
| Corbyn Investment Management Inc | 46,630 | $4.20M | 1.60% | −8,310−15.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 46,216 | $4.16M | 0.90% | +46,216 | New |
| Somerset Trust Co | 45,842 | $4.13M | 1.54% | −2,042−4.3% | Reduced |
| Harrell Investment Partners, LLC | 45,831 | $4.13M | 1.17% | −867−1.9% | Reduced |
| Beech Hill Advisors, Inc. | 45,787 | $4.12M | 1.56% | −418−0.9% | Reduced |
| Intact Investment Management Inc. | 45,600 | $4.11M | 0.14% | +4,100+9.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 45,096 | $4.06M | 0.10% | +8,000+21.6% | Added |
| Cary Street Partner Investment Advisory LLC | 45,020 | $4.05M | 0.15% | +2,457+5.8% | Added |
| Advisors Management Group Inc | 44,833 | $4.04M | 0.95% | +1,041+2.4% | Added |
| Lido Advisors, LLC | 44,552 | $4.01M | 0.03% | −686−1.5% | Reduced |
| Financial Partners Group, LLC | 44,527 | $4.01M | 1.50% | +1,205+2.8% | Added |
| Diversify Advisory Services, LLC | 43,986 | $4.01M | 0.22% | −3,464−7.3% | Reduced |
| HGK Asset Management Inc | 44,144 | $3.97M | 0.74% | +44,144 | New |
| Hall Laurie J Trustee | 44,060 | $3.97M | 1.26% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 43,993 | $3.96M | 0.24% | −185,865−80.9% | Reduced |
| Tower Bridge Advisors | 43,896 | $3.95M | 0.41% | −5,497−11.1% | Reduced |
| Independent Advisor Alliance | 43,832 | $3.95M | 0.14% | +13,289+43.5% | Added |
| Ancora Advisors, LLC | 43,826 | $3.95M | 0.09% | −1,552−3.4% | Reduced |
| Scissortail Wealth Management, LLC | 384 | $3.94M | 0.96% | −41,531−99.1% | Reduced |
| TrinityPoint Wealth, LLC | 43,763 | $3.94M | 0.57% | +64+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 43,645 | $3.93M | 1.43% | +1,588+3.8% | Added |
| Becker Capital Management Inc | 43,277 | $3.93M | 0.13% | −319,380−88.1% | Reduced |
| GHP Investment Advisors, Inc. | 42,940 | $3.87M | 0.18% | −553−1.3% | Reduced |
| Investment House LLC | 42,928 | $3.86M | 0.21% | +1,503+3.6% | Added |
| Proquility Private Wealth Partners, LLC | 42,926 | $3.86M | 1.24% | −347−0.8% | Reduced |
| Regions Financial Corp | 42,896 | $3.86M | 0.03% | −2,710−5.9% | Reduced |
| BTC Capital Management, Inc. | 42,761 | $3.85M | 0.34% | +3,239+8.2% | Added |
| CAPROCK Group, Inc. | 42,404 | $3.85M | 0.14% | +8,364+24.6% | Added |
| Daymark Wealth Partners, LLC | 42,553 | $3.83M | 0.16% | +987+2.4% | Added |
| Snowden Capital Advisors LLC | 42,205 | $3.83M | 0.11% | −4,749−10.1% | Reduced |
| Tevis Investment Management | 41,748 | $3.79M | 2.80% | +3,586+9.4% | Added |
| Garland Capital Management Inc | 41,850 | $3.77M | 2.90% | −4,180−9.1% | Reduced |
| Apollon Wealth Management, LLC | 41,830 | $3.77M | 0.11% | −5,193−11.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 41,490 | $3.76M | 0.19% | +599+1.5% | Added |
| Mutual Advisors, LLC | 40,978 | $3.73M | 0.11% | −1,545−3.6% | Reduced |
| King Luther Capital Management Corp | 41,280 | $3.72M | 0.02% | −14,464−25.9% | Reduced |
| Sit Investment Associates Inc | 41,230 | $3.71M | 0.08% | −11,315−21.5% | Reduced |
| Spirepoint Private Client, LLC | 41,157 | $3.71M | 0.49% | +5,344+14.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 41,101 | $3.70M | 1.54% | +1,082+2.7% | Added |
| First Citizens Bank & Trust Co | 41,017 | $3.69M | 0.08% | +1,098+2.8% | Added |
| Gilman Hill Asset Management, LLC | 40,908 | $3.68M | 0.62% | −1,159−2.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 40,454 | $3.67M | 1.55% | −120.0% | Reduced |
| Core Alternative Capital | 40,706 | $3.66M | 0.71% | −1,118−2.7% | Reduced |
| Banque Cantonale Vaudoise | 40,699 | $3.66M | 0.15% | −21,537−34.6% | Reduced |
| Bridge Creek Capital Management LLC | 40,637 | $3.66M | 1.10% | −56−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 40,637 | $3.66M | 1.66% | +1,216+3.1% | Added |
| Argonautica Private Wealth Management, Inc | 40,592 | $3.65M | 1.21% | +545+1.4% | Added |
| Kinloch Capital, LLC | 40,463 | $3.64M | 1.77% | +101+0.3% | Added |
| Level Four Advisory Services, LLC | 40,657 | $3.63M | 0.15% | −57,367−58.5% | Reduced |
| Quinn Opportunity Partners LLC | 40,100 | $3.61M | 0.36% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 40,079 | $3.61M | 0.61% | +1,341+3.5% | Added |
| NBC Securities, Inc. | 40,042 | $3.60M | 0.30% | −4,859−10.8% | Reduced |