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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 12,307 | $983.1K | 0.48% | −9,038−42.3% | Reduced |
| Essex Financial Services, Inc. | 12,325 | $984.5K | 0.07% | −312−2.5% | Reduced |
| Pflug Koory, LLC | 12,338 | $985.6K | 0.50% | −70−0.6% | Reduced |
| Eqis Capital Management, Inc. | 12,394 | $990.0K | 0.08% | −615−4.7% | Reduced |
| BluePath Capital Management, LLC | 12,111 | $990.6K | 0.54% | +2,430+25.1% | Added |
| Great Waters Wealth Management | 12,439 | $993.6K | 0.13% | −1,844−12.9% | Reduced |
| New England Research & Management, Inc. | 12,443 | $994.0K | 0.51% | −2,084−14.3% | Reduced |
| Change Path, LLC | 12,479 | $996.8K | 0.03% | −8,193−39.6% | Reduced |
| Sava Infond d.o.o. | 12,500 | $998.5K | 0.18% | +12,500 | New |
| Colonial Trust Co | 12,500 | $998.5K | 0.15% | −23−0.2% | Reduced |
| Signaturefd, LLC | 12,528 | $1.00M | 0.02% | −804−6.0% | Reduced |
| Sherbrooke Park Advisers LLC | 12,553 | $1.00M | 0.32% | +12,553 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,607 | $1.01M | 0.04% | −1,104−8.1% | Reduced |
| Guidance Capital, Inc | 11,180 | $1.01M | 0.31% | +92+0.8% | Added |
| Kings Path Partners LLC | 12,677 | $1.01M | 0.43% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 12,737 | $1.02M | 0.26% | −678−5.1% | Reduced |
| Forum Financial Management, LP | 12,742 | $1.02M | 0.02% | −554−4.2% | Reduced |
| V-Square Quantitative Management LLC | 12,742 | $1.02M | 0.14% | −203−1.6% | Reduced |
| Umb Bank N A | 12,793 | $1.02M | 0.02% | −330−2.5% | Reduced |
| TCM Advisors, LLC | – | $1.02M | 0.91% | – | – |
| Crux Wealth Advisors | 12,836 | $1.03M | 0.57% | +12,836 | New |
| Csenge Advisory Group | 12,854 | $1.03M | 0.06% | +4,517+54.2% | Added |
| Aberdeen Wealth Management LLC | 12,879 | $1.03M | 0.70% | −250−1.9% | Reduced |
| Saxon Interests, Inc. | 12,923 | $1.03M | 0.45% | +1,075+9.1% | Added |
| Investors Research Corp | 12,926 | $1.03M | 0.23% | −1,118−8.0% | Reduced |
| EP Wealth Advisors, LLC | 12,944 | $1.03M | 0.01% | −3,136−19.5% | Reduced |
| Rowland & Co Investment Counsel | 12,946 | $1.03M | 0.22% | +320+2.5% | Added |
| Conning Inc. | 12,955 | $1.03M | 0.04% | −1,597−11.0% | Reduced |
| Sandy Spring Bank | 12,963 | $1.04M | 0.04% | −1,280−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,006 | $1.04M | 0.29% | −640−4.7% | Reduced |
| Beacon Financial Group | 13,016 | $1.04M | 0.11% | −2,712−17.2% | Reduced |
| Leisure Capital Management | 13,040 | $1.04M | 0.41% | +240+1.9% | Added |
| Iowa State Bank | 13,047 | $1.04M | 0.22% | −10.0% | Reduced |
| Smith, Moore & Co. | 13,049 | $1.04M | 0.10% | −519−3.8% | Reduced |
| Puzo Michael J | 13,051 | $1.04M | 0.29% | −22,243−63.0% | Reduced |
| Cigna Investments Inc | 13,071 | $1.04M | 0.18% | −136−1.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 13,109 | $1.05M | 0.61% | −3,434−20.8% | Reduced |
| Outfitter Financial LLC | 13,138 | $1.05M | 0.84% | −105−0.8% | Reduced |
| Parvin Asset Management, LLC | 13,170 | $1.05M | 1.13% | +13,170 | New |
| Maxwell Wealth Strategies Inc. | 13,177 | $1.05M | 0.43% | −2,422−15.5% | Reduced |
| Lipe & Dalton | 13,248 | $1.06M | 0.56% | −472−3.4% | Reduced |
| Legacy Capital Group California, Inc. | 13,259 | $1.06M | 0.32% | +603+4.8% | Added |
| Whitener Capital Management, Inc. | 13,265 | $1.06M | 0.30% | −293−2.2% | Reduced |
| Schulhoff & Co Inc | 13,272 | $1.06M | 0.47% | −1,103−7.7% | Reduced |
| Legacy Financial Advisors, Inc. | 13,283 | $1.06M | 0.18% | +330+2.5% | Added |
| HM Payson & Co | 13,345 | $1.07M | 0.02% | −1,355−9.2% | Reduced |
| CFS Investment Advisory Services, LLC | 13,350 | $1.07M | 0.10% | −323−2.4% | Reduced |
| NFP Retirement, Inc. | 13,366 | $1.07M | 0.08% | −864−6.1% | Reduced |
| Evergreen Capital Management LLC | 13,252 | $1.07M | 0.03% | −467−3.4% | Reduced |
| Lakeside Advisors, INC. | 13,373 | $1.07M | 0.71% | −1,795−11.8% | Reduced |
| Lingohr & Partner Asset Management GmbH | 13,461 | $1.07M | 2.22% | +13,461 | New |
| 1st Source Bank | 13,440 | $1.07M | 0.06% | −436−3.1% | Reduced |
| XML Financial, LLC | 13,490 | $1.08M | 0.10% | +954+7.6% | Added |
| McDonald Partners LLC | 13,497 | $1.08M | 0.28% | +2,297+20.5% | Added |
| Alexander Randolph Advisory, Inc. | 13,501 | $1.08M | 1.00% | −23−0.2% | Reduced |
| DT Investment Partners, LLC | 13,502 | $1.08M | 0.09% | +375+2.9% | Added |
| Coldstream Capital Management Inc | 13,630 | $1.09M | 0.02% | −692−4.8% | Reduced |
| Moody National Bank Trust Division | 13,701 | $1.09M | 0.11% | −319−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 13,842 | $1.11M | 0.01% | −2,608−15.9% | Reduced |
| Legacy Advisors, LLC | 13,854 | $1.11M | 0.11% | +173+1.3% | Added |
| Modern Wealth Management, LLC | 13,928 | $1.11M | 0.04% | +304+2.2% | Added |
| Perigon Wealth Management, LLC | 12,782 | $1.11M | 0.03% | +1,062+9.1% | Added |
| Bigelow Investment Advisors, LLC | 13,969 | $1.12M | 0.52% | −2,004−12.5% | Reduced |
| Wellington Shields & Co., LLC | 13,975 | $1.12M | 0.34% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 14,000 | $1.12M | 0.04% | −126,894−90.1% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,018 | $1.12M | 1.07% | −280−2.0% | Reduced |
| Greenleaf Trust | 14,095 | $1.13M | 0.01% | +1,174+9.1% | Added |
| Citizens Financial Group Inc | 14,136 | $1.13M | 0.02% | −1,737−10.9% | Reduced |
| Cornerstone Wealth Management, LLC | 14,242 | $1.14M | 0.08% | +1,464+11.5% | Added |
| Ontario Teachers Pension Plan Board | 14,270 | $1.14M | 0.02% | +3,395+31.2% | Added |
| Castlekeep Investment Advisors LLC | 14,315 | $1.14M | 0.80% | +51+0.4% | Added |
| KCM Investment Advisors LLC | 14,319 | $1.14M | 0.04% | −2,792−16.3% | Reduced |
| MSH Capital Advisors LLC | 14,327 | $1.14M | 0.36% | −472−3.2% | Reduced |
| Atlas Private Wealth Advisors | 14,328 | $1.14M | 0.16% | +2,430+20.4% | Added |
| Claro Advisors LLC | 14,341 | $1.15M | 0.16% | −3,245−18.5% | Reduced |
| YANKCOM Partnership | 14,403 | $1.15M | 0.62% | +14,403 | New |
| Colton Groome Financial Advisors, LLC | 14,407 | $1.15M | 0.44% | −1,925−11.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,362 | $1.15M | 0.11% | +14,362 | New |
| International Assets Investment Management, LLC | 14,420 | $1.16M | 0.10% | −1,283,995−98.9% | Reduced |
| Vectors Research Management, LLC | 14,631 | $1.17M | 0.40% | −1,731−10.6% | Reduced |
| Longfellow Investment Management Co LLC | 14,675 | $1.17M | 0.30% | −938−6.0% | Reduced |
| Sculati Wealth Management, LLC | 14,701 | $1.17M | 0.46% | +175+1.2% | Added |
| Newman Dignan & Sheerar, Inc. | 14,786 | $1.18M | 0.30% | −1,010−6.4% | Reduced |
| Sawgrass Asset Management LLC | 14,851 | $1.19M | 0.13% | +3,184+27.3% | Added |
| FSB Premier Wealth Management, Inc. | 14,857 | $1.19M | 0.48% | +2,007+15.6% | Added |
| Meeder Asset Management Inc | 14,887 | $1.19M | 0.08% | −153,074−91.1% | Reduced |
| Cove Private Wealth, LLC | 14,895 | $1.19M | 0.71% | +10+0.1% | Added |
| Insight Inv LLC | 14,906 | $1.19M | 0.83% | +698+4.9% | Added |
| Richards, Merrill & Peterson, Inc. | 14,962 | $1.20M | 0.62% | +14,962 | New |
| Smartleaf Asset Management LLC | 15,021 | $1.20M | 0.12% | +1,336+9.8% | Added |
| ISAM Funds (UK) Ltd | 14,984 | $1.20M | 0.89% | −2,818−15.8% | Reduced |
| Rehmann Capital Advisory Group | 15,005 | $1.20M | 0.08% | −178−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,006 | $1.20M | 0.04% | −425−2.8% | Reduced |
| Bank Ozk | 15,019 | $1.20M | 0.50% | −277−1.8% | Reduced |
| Stone Point Wealth LLC | 15,019 | $1.20M | 0.40% | −1,815−10.8% | Reduced |
| High Net Worth Advisory Group LLC | 15,105 | $1.21M | 0.34% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 15,112 | $1.21M | 0.22% | +15,112 | New |
| Foundations Investment Advisors, LLC | 15,225 | $1.22M | 0.02% | +944+6.6% | Added |