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 |
|---|---|---|---|---|---|
| Argent Advisors, Inc. | 28,897 | $2.60M | 0.97% | +569+2.0% | Added |
| Sigma Planning Corp | 28,843 | $2.60M | 0.08% | +124+0.4% | Added |
| JNBA Financial Advisors | 28,588 | $2.57M | 0.26% | +480+1.7% | Added |
| EagleClaw Capital Managment, LLC | 28,522 | $2.57M | 0.43% | +2,487+9.6% | Added |
| Allworth Financial LP | 28,353 | $2.55M | 0.02% | +2,859+11.2% | Added |
| Lynx Capital Group Ltd | 28,338 | $2.55M | 1.65% | +175+0.6% | Added |
| Sterling Capital Management LLC | 28,239 | $2.54M | 0.03% | +28,239 | New |
| Global Retirement Partners, LLC | 28,219 | $2.54M | 0.08% | −330−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,212 | $2.54M | 0.16% | −309−1.1% | Reduced |
| Oarsman Capital, Inc. | 28,047 | $2.53M | 0.47% | +3,984+16.6% | Added |
| LVM Capital Management Ltd | 31,941 | $2.51M | 0.29% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 27,920 | $2.51M | 0.16% | −792−2.8% | Reduced |
| Leelyn Smith, LLC | 27,890 | $2.51M | 0.45% | +606+2.2% | Added |
| Rodgers Brothers Inc. | 27,837 | $2.51M | 0.32% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 27,810 | $2.50M | 0.21% | +27,810 | New |
| First National Advisers, LLC | 27,609 | $2.49M | 0.40% | +1,789+6.9% | Added |
| Inlet Private Wealth, LLC | 27,494 | $2.48M | 0.63% | −36,800−57.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 27,408 | $2.47M | 0.72% | +1,869+7.3% | Added |
| Greenup Street Wealth Management LLC | 27,384 | $2.47M | 0.51% | −316−1.1% | Reduced |
| Berry Wealth Group, LP | 27,361 | $2.46M | 1.77% | +325+1.2% | Added |
| Alps Advisors Inc | 27,227 | $2.45M | 0.02% | −22,385−45.1% | Reduced |
| Granite Group Advisors, LLC | 27,219 | $2.45M | 1.57% | −446−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 27,166 | $2.45M | 0.06% | −1,113−3.9% | Reduced |
| IHT Wealth Management, LLC | 27,145 | $2.44M | 0.07% | +6,917+34.2% | Added |
| Gladstone Institutional Advisory LLC | 27,041 | $2.43M | 0.12% | −20,663−43.3% | Reduced |
| Arete Wealth Advisors, LLC | 27,092 | $2.43M | 0.21% | −6,123−18.4% | Reduced |
| Empire Financial Management Company, LLC | 26,981 | $2.43M | 0.75% | +493+1.9% | Added |
| Cary Street Partners Asset Management LLC | 26,970 | $2.43M | 0.32% | +182+0.7% | Added |
| Petredis Investment Advisors LLC | 26,934 | $2.42M | 0.26% | +74+0.3% | Added |
| Stonebrook Private Inc. | 26,909 | $2.42M | 0.64% | −381−1.4% | Reduced |
| Boston Family Office LLC | 26,892 | $2.42M | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 26,861 | $2.42M | 0.04% | +160+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 26,753 | $2.41M | 0.01% | −3,720−12.2% | Reduced |
| First Horizon Advisors, Inc. | 26,751 | $2.41M | 0.07% | −132,466−83.2% | Reduced |
| Fullcircle Wealth LLC | 26,561 | $2.41M | 1.08% | −1,153−4.2% | Reduced |
| Banque Pictet & Cie SA | 26,727 | $2.41M | 0.02% | −34,782−56.5% | Reduced |
| Twin Capital Management Inc | 26,472 | $2.38M | 0.27% | −1,767−6.3% | Reduced |
| SG Americas Securities, LLC | 26,460 | $2.38M | 0.01% | −207,533−88.7% | Reduced |
| Garrison Asset Management, LLC | 26,314 | $2.37M | 1.20% | −235−0.9% | Reduced |
| Delta Capital Management LLC | 26,305 | $2.37M | 1.37% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 26,079 | $2.37M | 2.05% | −1,373−5.0% | Reduced |
| Evergreen Wealth Management, LLC | 26,202 | $2.36M | 1.42% | +7,037+36.7% | Added |
| Miller Investment Management, LP | 26,165 | $2.36M | 0.25% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 25,858 | $2.33M | 0.08% | −765−2.9% | Reduced |
| Voya Financial Advisors, Inc. | 25,719 | $2.30M | 0.25% | +169+0.7% | Added |
| Asio Capital, LLC | 25,287 | $2.28M | 0.43% | −33,758−57.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 25,124 | $2.26M | 1.81% | +9,168+57.5% | Added |
| Ridgewood Investments LLC | 25,119 | $2.26M | 1.13% | −1,748−6.5% | Reduced |
| Foster & Motley Inc | 25,076 | $2.26M | 0.14% | +4,619+22.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 25,045 | $2.25M | 1.42% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 25,001 | $2.25M | 0.13% | −2,922−10.5% | Reduced |
| Park Avenue Securities LLC | 24,993 | $2.25M | 0.03% | +809+3.3% | Added |
| LGT Fund Management Co Ltd. | 25,225 | $2.25M | 0.23% | +1,275+5.3% | Added |
| Beach Investment Counsel Inc | 24,932 | $2.25M | 0.28% | −1,128−4.3% | Reduced |
| Spinnaker Trust | 24,808 | $2.23M | 0.14% | +162+0.7% | Added |
| Creative Financial Designs Inc | 24,784 | $2.23M | 0.19% | +857+3.6% | Added |
| Vestcor Inc | 24,754 | $2.23M | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24,675 | $2.22M | 0.13% | +3,903+18.8% | Added |
| LMCG Investments, LLC | 24,392 | $2.20M | 0.13% | −1,179−4.6% | Reduced |
| RFG Advisory, LLC | 24,218 | $2.18M | 0.07% | −732−2.9% | Reduced |
| Citadel Investment Advisory, Inc. | 24,200 | $2.18M | 1.15% | +250+1.0% | Added |
| Manhattan West Asset Management, LLC | 24,067 | $2.17M | 0.56% | −438−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 24,036 | $2.16M | 0.13% | −3,130−11.5% | Reduced |
| Money Concepts Capital Corp | 23,898 | $2.15M | 0.16% | −316−1.3% | Reduced |
| Edgestream Partners, L.P. | 23,737 | $2.14M | 0.09% | +20,705+682.9% | Added |
| GeoWealth Management, LLC | 23,650 | $2.13M | 0.08% | +1,353+6.1% | Added |
| Prosperity Consulting Group, LLC | 23,478 | $2.11M | 0.16% | −7,022−23.0% | Reduced |
| Horizon Investments, LLC | 23,470 | $2.11M | 0.06% | −523−2.2% | Reduced |
| MV Capital Management, Inc. | 23,419 | $2.11M | 0.22% | −1,140−4.6% | Reduced |
| Railway Pension Investments Ltd | 23,400 | $2.11M | 0.03% | +23,400 | New |
| Greenline Partners, LLC | 23,304 | $2.10M | 0.30% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 23,206 | $2.09M | 0.05% | −132−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,075 | $2.08M | 0.28% | +1,876+8.8% | Added |
| Valtinson Bruner Financial Planning LLC | 23,013 | $2.07M | 0.72% | −1,950−7.8% | Reduced |
| Berger Financial Group, Inc | 22,867 | $2.06M | 0.15% | −464−2.0% | Reduced |
| WCG Wealth Advisors LLC | 22,778 | $2.05M | 0.14% | −596−2.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 22,705 | $2.04M | 0.39% | −234−1.0% | Reduced |
| Bowen Hanes & Co Inc | 22,695 | $2.04M | 0.05% | +2,760+13.8% | Added |
| SevenBridge Financial Group, LLC | 23,139 | $2.04M | 0.39% | −60−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 22,560 | $2.03M | 0.03% | −2,714−10.7% | Reduced |
| Webster Bank, N. A. | 22,384 | $2.02M | 0.21% | −4,268−16.0% | Reduced |
| Hilltop National Bank | 22,357 | $2.01M | 0.61% | −125−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,289 | $2.01M | 0.03% | −22,854−50.6% | Reduced |
| Aviso Financial Inc. | 22,261 | $2.00M | 0.10% | +1,141+5.4% | Added |
| Catalytic Wealth RIA, LLC | 21,998 | $1.98M | 0.35% | +4,399+25.0% | Added |
| Cascade Investment Advisors, Inc. | 21,884 | $1.97M | 1.25% | +840+4.0% | Added |
| We Are One Seven, LLC | 21,770 | $1.96M | 0.08% | +711+3.4% | Added |
| Pettyjohn, Wood & White, Inc | 21,676 | $1.95M | 0.36% | −837−3.7% | Reduced |
| Crestline Management, LP | 21,661 | $1.95M | 0.11% | +21,661 | New |
| Pitcairn Co | 21,646 | $1.95M | 0.12% | −2,298−9.6% | Reduced |
| Banco de Sabadell, S.A | 21,573 | $1.94M | 1.45% | −6,079−22.0% | Reduced |
| Drexel Morgan & Co. | 21,546 | $1.94M | 0.36% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 21,505 | $1.94M | 1.66% | +1,329+6.6% | Added |
| Sawyer & Company, Inc | 21,443 | $1.93M | 0.71% | +92+0.4% | Added |
| Signet Investment Advisory Group, Inc. | 21,377 | $1.92M | 0.96% | +810+3.9% | Added |
| Northwest & Ethical Investments L.P. | 21,351 | $1.92M | 0.05% | 00.0% | Unchanged |
| Notis-McConarty Edward | 21,345 | $1.92M | 0.87% | −3,845−15.3% | Reduced |
| Strengthening Families & Communities, LLC | 21,285 | $1.92M | 0.49% | +1,622+8.2% | Added |
| Tealwood Asset Management Inc | 21,280 | $1.92M | 0.84% | −243−1.1% | Reduced |
| Northcape Wealth Management, LLC | 21,264 | $1.91M | 0.63% | −2,146−9.2% | Reduced |