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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, Q4 2024

Institutional positions in Medtronic plc as of Dec 31, 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
2,134
+90 vs. Q3 2024
Shares held
1.07B
+25.0M (+2.4%) vs. Q3 2024
Total value
$85.3B
−$8.49B (−9.1%) vs. Q3 2024
New holders
243
794 more added
Sold out
153
893 more reduced

31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,134 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,115 institutionsQ2 2022: 2,035 institutionsQ3 2022: 1,941 institutionsQ4 2022: 1,971 institutionsQ1 2023: 2,001 institutionsQ2 2023: 2,064 institutionsQ3 2023: 1,981 institutionsQ4 2023: 2,086 institutionsQ1 2024: 2,084 institutionsQ2 2024: 2,037 institutionsQ3 2024: 2,075 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,179 institutionsQ2 2025: 2,150 institutionsQ3 2025: 2,183 institutionsQ4 2025: 2,322 institutionsQ1 2026: 2,257 institutionsQ2 2026: 2,150 institutions
Value heldQ4 2024: $85.3B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,150$86.8B
Q1 20262,257$95.7B
Q4 20252,322$105.4B
Q3 20252,183$102.5B
Q2 20252,150$94.6B
Q1 20252,179$96.9B
Q4 20242,134$85.3B
Q3 20242,075$94.7B
Q2 20242,037$83.6B
Q1 20242,084$95.6B
Q4 20232,086$89.9B
Q3 20231,981$85.7B
Q2 20232,064$95.9B
Q1 20232,001$88.0B
Q4 20221,971$84.3B
Q3 20221,941$87.9B
Q2 20222,035$96.2B
Q1 20222,115$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2024.

Institutions holding MDT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Parallax Volatility Advisers, L.P.1$800.00%+1New
Koesten, Hirschmann & Crabtree, INC.1$1130.00%00.0%Unchanged
Wiser Advisor Group LLC2$1670.00%00.0%Unchanged
Heritage Wealth Advisors4$2970.00%+1+33.3%Added
BOK Financial Private Wealth, Inc.6$4840.00%−141−95.9%Reduced
Sherman Asset Management, Inc.8$6390.00%+8New
Lowe Wealth Advisors, LLC9$7190.00%00.0%Unchanged
Activest Wealth Management9$7190.00%+9New
Financial Gravity Companies, Inc.10$7990.00%00.0%Unchanged
West Paces Advisors Inc.10$7990.00%00.0%Unchanged
WealthTrak Capital Management LLC10$7990.00%+10New
ZynergyRetirementPlanningLLC9$8100.00%00.0%Unchanged
Parkworth Wealth Management, Inc.11$8790.00%+11New
Caitlin John, LLC11$9170.00%−79−87.8%Reduced
Talon Private Wealth, LLC12$9590.00%00.0%Unchanged
Picton Mahoney Asset Management12$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc14$1.00K0.00%00.0%Unchanged
Financial Life Planners13$1.04K0.00%+13New
Human Investing LLC17$1.36K0.00%+17New
Advantage Trust Co18$1.44K0.00%+18New
Fairman Group, LLC20$1.61K0.00%−16−44.4%Reduced
Granite FO LLC23$1.84K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.23$1.84K0.00%+23New
Northwest Capital Management Inc28$2.24K0.00%00.0%Unchanged
NewSquare Capital LLC29$2.32K0.00%+29New
Aspect Partners, LLC30$2.40K0.00%00.0%Unchanged
GoalVest Advisory LLC30$2.40K0.00%+30New
Minot DeBlois Advisors LLC31$2.48K0.00%+31New
PayPay Securities Corp32$2.56K0.11%+32New
Trifecta Capital Advisors, LLC37$2.96K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$2.96K0.00%00.0%Unchanged
Mascoma Wealth Management LLC37$2.96K0.00%+37New
HBC Financial Services, PLLC50$3.00K0.00%00.0%Unchanged
NBC Securities, Inc.38$3.10K0.28%−40,004−99.9%Reduced
Clarity Asset Management, Inc.39$3.12K0.00%00.0%Unchanged
Valued Wealth Advisors LLC41$3.30K0.00%+7+20.6%Added
Capital A Wealth Management, LLC46$3.67K0.01%+46New
Conquis Financial LLC48$3.83K0.00%+48New
Montag & Caldwell, LLC49$3.91K0.00%+49New
Cedar Mountain Advisors, LLC50$3.99K0.00%00.0%Unchanged
Fedenia Advisers LLC50$3.99K0.00%+50New
Covestor Ltd51$4.00K0.00%+20+64.5%Added
Bellevue Asset Management, LLC55$4.39K0.00%+55New
Marshall & Sterling Wealth Advisors Inc.56$4.45K0.00%+56New
Quest 10 Wealth Builders, Inc.57$4.55K0.00%+57New
Centricity Wealth Management, LLC60$4.79K0.00%+60New
Horizon Bancorp Inc60$5.00K0.00%−22−26.8%Reduced
Sugarloaf Wealth Management, LLC64$5.15K0.00%00.0%Unchanged
Providence First Trust Co65$5.19K0.00%+65New
Main Street Group, LTD65$5.19K0.00%−119−64.7%Reduced
West Oak Capital, LLC65$5.20K0.00%00.0%Unchanged
Kozak & Associates, Inc.66$5.34K0.00%+64+3,200.0%Added
DiNuzzo Private Wealth, Inc.68$5.43K0.00%+3+4.6%Added
Pacific Capital Wealth Advisors, Inc75$5.99K0.00%−17−18.5%Reduced
Hazlett, Burt & Watson, Inc.76$6.00K0.00%00.0%Unchanged
Gs Investments, Inc.82$6.55K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD85$6.79K0.00%−50−37.0%Reduced
Global Financial Private Client, LLC87$6.95K0.00%−40−31.5%Reduced
Evelyn Partners Investment Management (Europe) Ltd88$7.03K0.00%+88New
Atticus Wealth Management, LLC90$7.19K0.00%00.0%Unchanged
POM Investment Strategies, LLC93$7.43K0.01%+30+47.6%Added
Legacy Investment Solutions, LLC84$7.56K0.00%+54+180.0%Added
Legacy Wealth Managment, LLC84$7.56K0.00%+54+180.0%Added
Chesapeake Asset Management LLC100$7.99K0.01%−200−66.7%Reduced
Pittenger & Anderson Inc100$7.99K0.00%00.0%Unchanged
Burkett Financial Services, LLC100$7.99K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC100$7.99K0.01%00.0%Unchanged
Creekmur Asset Management LLC100$7.99K0.00%00.0%Unchanged
West Branch Capital LLC100$7.99K0.00%+100Added
Gables Capital Management Inc.103$8.23K0.00%00.0%Unchanged
Decker Retirement Planning Inc.104$8.31K0.00%+104New
Consultiva Wealth Management, Corp.106$8.47K0.04%+106New
Investment Research & Advisory Group, Inc.109$8.71K0.00%00.0%Unchanged
Anfield Capital Management, LLC112$8.95K0.00%−49−30.4%Reduced
Avion Wealth118$9.00K0.00%−7−5.6%Reduced
SWAN Capital LLC113$9.03K0.00%+17+17.7%Added
PFS Partners, LLC114$9.08K0.00%+1+0.9%Added
Transcendent Capital Group LLC115$9.19K0.00%00.0%Unchanged
Demars Financial Group, LLC750,972$9.40K0.30%+741,389+7,736.5%Added
Sanctuary Wealth Management, L.L.C.119$9.51K0.01%00.0%Unchanged
Hollencrest Capital Management121$9.66K0.00%−616−83.6%Reduced
Cassady Schiller Wealth Management, LLC123$9.82K0.00%+68+123.6%Added
MeadowBrook Investment Advisors LLC124$9.90K0.01%00.0%Unchanged
Vision Financial Markets LLC124$9.90K0.01%+124New
Winnow Wealth LLC125$9.98K0.01%+125New
Grayhawk Investment Strategies Inc.127$10.1K0.02%00.0%Unchanged
IAG Wealth Partners, LLC129$10.3K0.00%+1+0.8%Added
Global Wealth Strategies & Associates135$10.8K0.00%00.0%Unchanged
Private Wealth Management Group, LLC135$10.8K0.00%+10+8.0%Added
Tortoise Investment Management, LLC135$10.8K0.00%−41−23.3%Reduced
Silicon Valley Capital Partners135$10.8K0.00%−107,875−99.9%Reduced
Blue Bell Private Wealth Management, LLC136$10.9K0.00%+6+4.6%Added
New Millennium Group LLC138$11.0K0.01%−1−0.7%Reduced
FSC Wealth Advisors, LLC141$11.3K0.01%−7−4.7%Reduced
Atala Financial Inc143$11.4K0.01%+143New
Iron Horse Wealth Management, LLC144$11.5K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC143$11.6K0.00%−68−32.2%Reduced
Householder Group Estate & Retirement Specialist, LLC159$12.0K0.01%−103−39.3%Reduced
AlphaMark Advisors, LLC150$12.0K0.01%00.0%Unchanged