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
- 2,074
- +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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Norden Group LLC | 39,980 | $3.60M | 0.42% | +24,105+151.8% | Added |
| Arnhold LLC | 39,819 | $3.58M | 0.35% | +17,679+79.9% | Added |
| Romano Brothers and Company | 39,543 | $3.56M | 0.44% | −1,350−3.3% | Reduced |
| Perkins Coie Trust Co | 38,978 | $3.51M | 0.78% | +348+0.9% | Added |
| Keene & Associates, Inc. | 38,941 | $3.51M | 2.66% | +127+0.3% | Added |
| Bard Financial Services, Inc. | 38,755 | $3.49M | 0.41% | −3,300−7.8% | Reduced |
| Chemung Canal Trust Co | 38,731 | $3.49M | 0.71% | −11,157−22.4% | Reduced |
| Clearstead Advisors, LLC | 38,718 | $3.49M | 0.05% | +17,443+82.0% | Added |
| Vident Advisory, LLC | 38,714 | $3.49M | 0.09% | +23,498+154.4% | Added |
| Oak Asset Management, LLC | 38,485 | $3.46M | 1.23% | −315−0.8% | Reduced |
| TCTC Holdings, LLC | 38,417 | $3.46M | 0.12% | +650+1.7% | Added |
| Financial Advisory Partners, LLC | 38,363 | $3.45M | 1.15% | −827−2.1% | Reduced |
| Farther Finance Advisors, LLC | 38,280 | $3.45M | 0.13% | +4,490+13.3% | Added |
| Brady Family Wealth, LLC | 38,207 | $3.44M | 1.03% | −2,165−5.4% | Reduced |
| Plato Investment Management Ltd | 38,071 | $3.42M | 0.28% | +38,071 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 37,974 | $3.42M | 0.24% | −4,854−11.3% | Reduced |
| F/M Investments LLC | 38,033 | $3.41M | 0.12% | −3,392−8.2% | Reduced |
| First Washington CORP | 37,746 | $3.40M | 1.35% | −6,507−14.7% | Reduced |
| Rothschild Capital Partners, LLC | 37,719 | $3.40M | 0.95% | +49+0.1% | Added |
| Savant Capital, LLC | 37,659 | $3.39M | 0.03% | −5,366−12.5% | Reduced |
| Augustine Asset Management Inc | 37,481 | $3.37M | 1.18% | +160+0.4% | Added |
| Community Trust & Investment Co | 37,436 | $3.37M | 0.21% | −480−1.3% | Reduced |
| Financial Advisory Service, Inc. | 36,995 | $3.33M | 0.27% | +1,133+3.2% | Added |
| Jupiter Asset Management Ltd | 36,981 | $3.33M | 0.03% | −754−2.0% | Reduced |
| Pictet & Cie (Europe) SA | 36,953 | $3.33M | 0.08% | −24,804−40.2% | Reduced |
| Veriti Management LLC | 36,940 | $3.33M | 0.18% | +5,282+16.7% | Added |
| Strategy Asset Managers LLC | 36,933 | $3.33M | 0.64% | −8,685−19.0% | Reduced |
| Autumn Glory Partners, LLC | 36,909 | $3.32M | 1.28% | +5,552+17.7% | Added |
| Fred Alger Management, LLC | 36,801 | $3.31M | 0.02% | +2,390+6.9% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.30M | 0.05% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 36,500 | $3.29M | 0.91% | +5,993+19.6% | Added |
| Bridges Investment Management Inc | 36,324 | $3.27M | 0.05% | −566−1.5% | Reduced |
| Exchange Capital Management, Inc. | 36,320 | $3.27M | 0.52% | −35−0.1% | Reduced |
| Old Second National Bank of Aurora | 36,182 | $3.26M | 0.79% | +37+0.1% | Added |
| Hengehold Capital Management LLC | 36,001 | $3.24M | 0.31% | +2,714+8.2% | Added |
| Walter & Keenan Financial Consulting Co | 35,731 | $3.22M | 0.98% | −911−2.5% | Reduced |
| VELA Investment Management, LLC | 35,578 | $3.20M | 1.09% | −15,459−30.3% | Reduced |
| Focus Financial Network, Inc. | 35,187 | $3.19M | 0.13% | −1,447−3.9% | Reduced |
| Fiduciary Trust Co | 35,375 | $3.18M | 0.04% | +142+0.4% | Added |
| Puzo Michael J | 35,294 | $3.18M | 0.83% | −10,730−23.3% | Reduced |
| Morton Community Bank | 35,001 | $3.15M | 0.82% | −290−0.8% | Reduced |
| Northwest Investment Counselors, LLC | 34,791 | $3.13M | 0.71% | +869+2.6% | Added |
| Mattson Financial Services, LLC | 39,670 | $3.12M | 1.12% | −273−0.7% | Reduced |
| IFG Advisory, LLC | 34,502 | $3.11M | 0.20% | +5,840+20.4% | Added |
| Valley National Advisers Inc | 34,487 | $3.10M | 0.56% | −47,024−57.7% | Reduced |
| Moloney Securities Asset Management, LLC | 34,384 | $3.10M | 0.41% | +958+2.9% | Added |
| Marks Group Wealth Management, Inc | 34,263 | $3.08M | 0.29% | −87,561−71.9% | Reduced |
| Appleton Partners Inc | 34,202 | $3.08M | 0.23% | −1,665−4.6% | Reduced |
| Ostrum Asset Management | 34,084 | $3.07M | 0.25% | −887−2.5% | Reduced |
| Argyle Capital Management Inc. | 34,050 | $3.07M | 1.22% | −2,270−6.3% | Reduced |
| Engineers Gate Manager LP | 34,013 | $3.06M | 0.06% | −38,515−53.1% | Reduced |
| Shorepoint Capital Partners LLC | 33,990 | $3.06M | 0.70% | +1,495+4.6% | Added |
| HBW Advisory Services LLC | 33,985 | $3.06M | 0.45% | +530+1.6% | Added |
| Sound View Wealth Advisors Group, LLC | 33,763 | $3.04M | 0.25% | +2,307+7.3% | Added |
| Strategic Advisors LLC | 33,438 | $3.01M | 0.56% | +215+0.6% | Added |
| Hancock Whitney Corp | 33,407 | $3.01M | 0.10% | −1,871−5.3% | Reduced |
| Ossiam | 33,316 | $3.00M | 0.06% | −2,150−6.1% | Reduced |
| 180 Wealth Advisors, LLC | 33,185 | $2.99M | 0.47% | +1,136+3.5% | Added |
| Garrett Investment Advisors LLC | 32,586 | $2.93M | 0.30% | −214−0.7% | Reduced |
| Nomura Holdings Inc | 32,435 | $2.92M | 0.02% | +13,119+67.9% | Added |
| Catalyst Funds Management Pty Ltd | 32,400 | $2.92M | 0.64% | +28,800+800.0% | Added |
| Peak Asset Management, LLC | 32,243 | $2.90M | 0.55% | −1,248−3.7% | Reduced |
| Johnson Financial Group, Inc. | 32,024 | $2.90M | 0.13% | +3,903+13.9% | Added |
| Uncommon Cents Investing LLC | 32,148 | $2.89M | 0.81% | −65−0.2% | Reduced |
| Prudential PLC | 32,142 | $2.89M | 0.01% | +9,820+44.0% | Added |
| Fayez Sarofim & Co | 32,095 | $2.89M | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 30,870 | $2.85M | 0.27% | +739+2.5% | Added |
| Old North State Wealth Management, LLC | 31,566 | $2.84M | 1.59% | +2,833+9.9% | Added |
| Truvestments Capital LLC | 31,527 | $2.84M | 0.76% | +5,364+20.5% | Added |
| NovaPoint Capital, LLC | 31,252 | $2.81M | 0.87% | +1,734+5.9% | Added |
| Wahed Invest LLC | 31,182 | $2.81M | 0.50% | +1,624+5.5% | Added |
| Fundamentun, LLC | 31,171 | $2.81M | 0.20% | −16,986−35.3% | Reduced |
| Palouse Capital Management, Inc. | 31,009 | $2.79M | 1.76% | +4,810+18.4% | Added |
| Convergence Investment Partners, LLC | 30,899 | $2.78M | 0.75% | +9,324+43.2% | Added |
| Great Lakes Advisors, LLC | 30,868 | $2.78M | 0.02% | +1,942+6.7% | Added |
| Slagle Financial, LLC | 30,826 | $2.78M | 1.23% | +2,961+10.6% | Added |
| Leo Wealth, LLC | 30,530 | $2.75M | 0.25% | +962+3.3% | Added |
| Gold Investment Management Ltd. | 30,559 | $2.75M | 1.15% | −150.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 30,485 | $2.74M | 2.19% | −1,925−5.9% | Reduced |
| Wedbush Securities Inc | 30,460 | $2.74M | 0.10% | −3,982−11.6% | Reduced |
| NewEdge Wealth, LLC | 30,206 | $2.72M | 0.05% | +24,579+436.8% | Added |
| Dynamic Advisor Solutions LLC | 29,920 | $2.69M | 0.08% | −3,645−10.9% | Reduced |
| Concentric Wealth Management, LLC | 29,920 | $2.69M | 0.66% | −1,127−3.6% | Reduced |
| Cohen Capital Management, Inc. | 29,902 | $2.69M | 0.44% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 29,877 | $2.69M | 1.25% | −293−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 29,719 | $2.68M | 1.68% | +7,600+34.4% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.67M | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 29,470 | $2.67M | 0.20% | −564−1.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 29,565 | $2.66M | 1.90% | −250−0.8% | Reduced |
| NBT Bank N A | 29,503 | $2.66M | 0.18% | −409−1.4% | Reduced |
| Berkeley Capital Partners, LLC | 29,467 | $2.65M | 0.76% | +1,838+6.7% | Added |
| United Services Automobile Association | 29,425 | $2.65M | 0.07% | −7,773−20.9% | Reduced |
| Proactive Wealth Strategies LLC | 29,369 | $2.64M | 1.47% | +29,369 | New |
| Sectoral Asset Management Inc | 29,350 | $2.64M | 1.56% | −30,201−50.7% | Reduced |
| Segall Bryant & Hamill, LLC | 29,330 | $2.64M | 0.04% | +29,330 | New |
| Vance Wealth, Inc. | 29,270 | $2.64M | 1.00% | −26,400−47.4% | Reduced |
| National Asset Management, Inc. | 29,247 | $2.63M | 0.07% | −3,616−11.0% | Reduced |
| Ingalls & Snyder LLC | 29,198 | $2.63M | 0.10% | +6,989+31.5% | Added |
| Broderick Brian C | 29,133 | $2.62M | 0.51% | −4,435−13.2% | Reduced |
| Catalyst Capital Advisors LLC | 28,920 | $2.60M | 0.06% | +3,120+12.1% | Added |