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; 2,149 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
- 2,133
- +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
- 793 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 9,552 | $763.0K | 0.08% | −433−4.3% | Reduced |
| Credit Industriel Et Commercial | 9,558 | $763.5K | 0.20% | +9,558 | New |
| Diligent Investors, LLC | 9,616 | $768.1K | 0.18% | +300+3.2% | Added |
| Unique Wealth Strategies, LLC | 9,629 | $769.2K | 0.34% | −1,971−17.0% | Reduced |
| Guardian Wealth Management, Inc. | 9,712 | $775.8K | 0.53% | −3,419−26.0% | Reduced |
| Syon Capital LLC | 9,759 | $779.5K | 0.07% | +1,422+17.1% | Added |
| J.W. Cole Advisors, Inc. | 9,778 | $781.1K | 0.03% | +328+3.5% | Added |
| Pine Valley Investments Ltd Liability Co | 9,774 | $783.5K | 0.05% | +184+1.9% | Added |
| Moneta Group Investment Advisors LLC | 9,850 | $786.8K | 0.01% | +121+1.2% | Added |
| Clear Harbor Asset Management, LLC | 9,855 | $787.2K | 0.06% | +297+3.1% | Added |
| Transatlantique Private Wealth LLC | 9,893 | $790.3K | 0.30% | 00.0% | Unchanged |
| Exeter Financial, LLC | 9,899 | $790.7K | 0.36% | +42+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 9,923 | $792.6K | 0.06% | +3,017+43.7% | Added |
| Buckley Wealth Management, LLC | 9,945 | $794.4K | 0.24% | +262+2.7% | Added |
| Pallas Capital Advisors LLC | 9,957 | $795.4K | 0.03% | −1,597−13.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 9,958 | $795.4K | 0.81% | −700−6.6% | Reduced |
| Paragon Private Wealth Management, LLC | 9,967 | $796.2K | 0.37% | +544+5.8% | Added |
| First Pacific Financial | 9,996 | $798.5K | 0.19% | −119−1.2% | Reduced |
| Capstone Triton Financial Group, LLC | 10,009 | $799.5K | 0.50% | +213+2.2% | Added |
| SageView Advisory Group, LLC | 10,009 | $799.6K | 0.03% | +6,026+151.3% | Added |
| Grove Bank & Trust | 10,017 | $800.2K | 0.11% | +704+7.6% | Added |
| First Commonwealth Financial Corp | 10,023 | $800.6K | 0.19% | +63+0.6% | Added |
| Independent Financial Group, LLC | 10,030 | $801.2K | 0.03% | +9+0.1% | Added |
| FRG Family Wealth Advisors LLC | 10,113 | $807.8K | 0.15% | −1,240−10.9% | Reduced |
| Archer Investment Corp | 10,127 | $809.0K | 0.22% | +11+0.1% | Added |
| Avantra Family Wealth, Inc. | 10,201 | $814.9K | 0.76% | +10,201 | New |
| CVA Family Office, LLC | 10,206 | $815.3K | 0.13% | +2,218+27.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,248 | $818.6K | 0.03% | −64,411−86.3% | Reduced |
| Sound Financial Strategies Group, LLC | 10,367 | $828.1K | 0.69% | +1,360+15.1% | Added |
| Peoples Bank | 10,374 | $828.7K | 0.57% | −1,240−10.7% | Reduced |
| Calamos Wealth Management LLC | 10,406 | $831.2K | 0.04% | −1,397−11.8% | Reduced |
| Central Trust Co | 10,478 | $837.0K | 0.02% | +402+4.0% | Added |
| Atomi Financial Group, Inc. | 10,508 | $839.4K | 0.04% | −1,481−12.4% | Reduced |
| Chicago Trust Co NA | 10,516 | $840.0K | 0.15% | −862−7.6% | Reduced |
| Neville Rodie & Shaw Inc | 10,535 | $842.0K | 0.06% | −33−0.3% | Reduced |
| 17 Capital Partners, LLC | 10,566 | $844.0K | 0.53% | −329−3.0% | Reduced |
| Nvest Financial, LLC | 10,588 | $845.8K | 0.43% | +536+5.3% | Added |
| Flagship Harbor Advisors, LLC | 10,594 | $846.2K | 0.04% | +2,638+33.2% | Added |
| Dudley Capital Management, LLC | 10,627 | $848.9K | 0.43% | −4,690−30.6% | Reduced |
| Fernwood Investment Management, LLC | 10,650 | $850.7K | 0.30% | −7,000−39.7% | Reduced |
| Old National Bancorp | 10,665 | $851.9K | 0.02% | −273−2.5% | Reduced |
| Monetary Management Group Inc | 10,675 | $852.7K | 0.22% | −250−2.3% | Reduced |
| Paladin Wealth, LLC | 10,685 | $853.5K | 0.74% | +1,917+21.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,755 | $859.1K | 0.07% | −47−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 10,771 | $860.4K | 0.17% | −424−3.8% | Reduced |
| Stableford Capital II LLC | 10,799 | $862.6K | 0.34% | −52−0.5% | Reduced |
| Harbour Investments, Inc. | 10,812 | $863.7K | 0.02% | +1,367+14.5% | Added |
| Peloton Wealth Strategists | 10,820 | $864.0K | 0.35% | +200+1.9% | Added |
| Laurel Wealth Advisors LLC | 10,838 | $865.7K | 0.14% | +925+9.3% | Added |
| Dumont & Blake Investment Advisors LLC | 10,840 | $865.9K | 0.23% | +25+0.2% | Added |
| Moseley Investment Management Inc | 10,855 | $867.1K | 0.34% | −2,723−20.1% | Reduced |
| City Holding Co | 10,881 | $869.2K | 0.12% | −255−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 10,891 | $870.0K | 0.09% | −636−5.5% | Reduced |
| Jmac Enterprises LLC | 11,107 | $887.2K | 0.14% | +600+5.7% | Added |
| HMS Capital Management, LLC | 11,130 | $889.0K | 0.43% | −833−7.0% | Reduced |
| LRI Investments, LLC | 11,130 | $889.1K | 0.09% | +515+4.9% | Added |
| St. Clair Advisors, LLC | 11,162 | $891.6K | 0.26% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,216 | $895.9K | 0.04% | −2,413−17.7% | Reduced |
| Verdence Capital Advisors LLC | 11,223 | $896.5K | 0.07% | +1,592+16.5% | Added |
| Ronald Blue Trust, Inc. | 11,249 | $898.5K | 0.01% | −1,467−11.5% | Reduced |
| GAMMA Investing LLC | 11,256 | $899.1K | 0.08% | −1,768−13.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,261 | $899.6K | 0.01% | −11,028−49.5% | Reduced |
| Eagle Harbor Asset Management Inc | 11,264 | $899.8K | 0.90% | +382+3.5% | Added |
| Xcel Wealth Management, LLC | 11,276 | $900.7K | 0.25% | −150−1.3% | Reduced |
| Centiva Capital, LP | 11,332 | $905.2K | 0.03% | −65,791−85.3% | Reduced |
| Harbor Investment Advisory, LLC | 11,385 | $909.4K | 0.09% | −1,182−9.4% | Reduced |
| R Squared Ltd | 11,450 | $914.6K | 0.89% | +11,450 | New |
| Cherry Tree Wealth Management, LLC | 11,464 | $915.7K | 0.23% | +8+0.1% | Added |
| Accredited Investors Inc. | 11,476 | $916.7K | 0.05% | +42+0.4% | Added |
| 111 Capital | 11,501 | $918.7K | 0.19% | +11,501 | New |
| AssuredPartners Investment Advisors, LLC | 11,521 | $920.3K | 0.18% | +11,521 | New |
| Adviser Investments LLC | 11,530 | $921.0K | 0.01% | +1,352+13.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,439 | $921.1K | 0.26% | −65−0.6% | Reduced |
| Patten & Patten Inc | 11,539 | $921.7K | 0.06% | +2,600+29.1% | Added |
| Stock Yards Bank & Trust Co | 11,569 | $924.1K | 0.03% | −2,891−20.0% | Reduced |
| Chilton Capital Management LLC | 11,594 | $926.1K | 0.04% | +600+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,614 | $927.7K | 0.03% | +1,955+20.2% | Added |
| Bangor Savings Bank | 11,670 | $932.2K | 0.09% | −212−1.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 11,686 | $933.5K | 0.54% | +9+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 11,762 | $939.5K | 0.23% | −1,216−9.4% | Reduced |
| Advisor OS, LLC | 11,800 | $942.6K | 0.11% | +7,118+152.0% | Added |
| Trust Point Inc. | 11,805 | $943.0K | 0.07% | +693+6.2% | Added |
| Anchor Capital Advisors LLC | 11,831 | $945.1K | 0.03% | −869−6.8% | Reduced |
| Spire Wealth Management | 11,849 | $946.5K | 0.03% | +2,481+26.5% | Added |
| SPC Financial, Inc. | 11,868 | $948.0K | 0.08% | +563+5.0% | Added |
| LS Investment Advisors, LLC | 11,970 | $956.2K | 0.14% | +640+5.6% | Added |
| Pictet & Cie (Europe) SA | 11,978 | $956.8K | 0.02% | −24,975−67.6% | Reduced |
| Jupiter Wealth Management LLC | 12,000 | $958.6K | 0.48% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,930 | $959.0K | 0.03% | +139+1.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 12,050 | $962.6K | 0.17% | +12,050 | New |
| Ballast, Inc. | 12,070 | $964.2K | 0.28% | +2,114+21.2% | Added |
| Whittier Trust Co of Nevada Inc | 12,086 | $965.4K | 0.02% | −32−0.3% | Reduced |
| Buckingham Strategic Partners | 12,103 | $966.9K | 0.02% | +3,514+40.9% | Added |
| River Street Advisors LLC | 12,161 | $971.4K | 0.50% | +267+2.2% | Added |
| Rothschild Investment LLC | 12,174 | $972.4K | 0.06% | +2,641+27.7% | Added |
| Capital Investment Advisory Services, LLC | 12,210 | $975.4K | 0.09% | −487−3.8% | Reduced |
| Sentry LLC | 12,246 | $978.2K | 0.19% | −1,358−10.0% | Reduced |
| Canandaigua National Bank & Trust Co | 12,250 | $978.5K | 0.10% | 00.0% | Unchanged |
| Epiq Partners, LLC | 12,253 | $978.8K | 0.53% | −1,200−8.9% | Reduced |
| Financial Advisory Service, Inc. | 12,277 | $980.7K | 0.08% | −24,718−66.8% | Reduced |