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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 15,261 | $1.22M | 0.08% | +588+4.0% | Added |
| Lederer & Associates Investment Counsel | 15,281 | $1.22M | 0.85% | −70−0.5% | Reduced |
| Partnership Wealth Management, LLC | 15,312 | $1.22M | 1.02% | +4,828+46.1% | Added |
| Atlantic Union Bankshares Corp | 15,363 | $1.23M | 0.07% | −8,673−36.1% | Reduced |
| Central Valley Advisors, LLC | 15,402 | $1.23M | 0.56% | +625+4.2% | Added |
| SNS Financial Group, LLC | 15,287 | $1.23M | 0.13% | −1,723−10.1% | Reduced |
| Venture Visionary Partners LLC | 15,496 | $1.24M | 0.05% | −1,612−9.4% | Reduced |
| Trust Asset Management LLC | 15,600 | $1.25M | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 15,775 | $1.26M | 0.03% | −7,431−32.0% | Reduced |
| Rockland Trust Co | 15,781 | $1.26M | 0.06% | +504+3.3% | Added |
| ICW Investment Advisors LLC | 15,783 | $1.26M | 0.53% | +85+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 15,784 | $1.26M | 0.05% | +17+0.1% | Added |
| Harrington Investments, INC | 15,862 | $1.27M | 0.70% | −469−2.9% | Reduced |
| Oak Thistle LLC | 15,865 | $1.27M | 0.38% | +15,865 | New |
| Great Lakes Retirement, Inc. | 15,904 | $1.27M | 0.16% | −232−1.4% | Reduced |
| Corundum Group, Inc. | 16,027 | $1.28M | 0.48% | +8,237+105.7% | Added |
| Qtron Investments LLC | 16,060 | $1.28M | 0.18% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 16,101 | $1.29M | 0.34% | −11,393−41.4% | Reduced |
| Carnegie Lake Advisors LLC | 16,156 | $1.29M | 0.52% | +150+0.9% | Added |
| Trust Co of Toledo NA | 16,168 | $1.29M | 0.17% | −1,595−9.0% | Reduced |
| Benin Management CORP | 16,176 | $1.29M | 0.36% | −150−0.9% | Reduced |
| Spears Abacus Advisors LLC | 16,181 | $1.29M | 0.03% | −2,311−12.5% | Reduced |
| Vise Technologies, Inc. | 16,244 | $1.30M | 0.11% | +4,169+34.5% | Added |
| HBK Sorce Advisory LLC | 16,260 | $1.30M | 0.04% | −3,086−16.0% | Reduced |
| Ballentine Partners, LLC | 16,287 | $1.30M | 0.02% | +3,215+24.6% | Added |
| CenterBook Partners LP | 16,344 | $1.31M | 0.08% | +7,577+86.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,391 | $1.31M | 0.26% | +4,212+34.6% | Added |
| Graham Capital Management, L.P. | 16,548 | $1.32M | 0.04% | +16,548 | New |
| Dark Forest Capital Management LP | 16,644 | $1.33M | 0.20% | +10,779+183.8% | Added |
| Oak Associates, Ltd | 16,662 | $1.33M | 0.09% | 00.0% | Unchanged |
| Callan Family Office, LLC | 16,678 | $1.33M | 0.08% | +12,955+348.0% | Added |
| Buckingham Capital Management, Inc. | 16,701 | $1.33M | 0.15% | +203+1.2% | Added |
| StrongBox Wealth, LLC | 16,701 | $1.33M | 0.56% | +576+3.6% | Added |
| CSS LLC | 16,720 | $1.34M | 0.08% | +2,220+15.3% | Added |
| Visionary Horizons, LLC | 16,781 | $1.34M | 0.88% | +313+1.9% | Added |
| Bowman & Co S.C. | 16,801 | $1.34M | 0.69% | −867−4.9% | Reduced |
| Walleye Capital LLC | 16,909 | $1.35M | 0.01% | +11,375+205.5% | Added |
| Legacy Wealth Asset Management, LLC | 16,928 | $1.35M | 0.37% | −95−0.6% | Reduced |
| Tectonic Advisors LLC | 17,003 | $1.36M | 0.09% | −783−4.4% | Reduced |
| Magnolia Capital Advisors LLC | 17,014 | $1.36M | 0.35% | +3,481+25.7% | Added |
| Kentucky Trust Co | 17,048 | $1.36M | 0.80% | +17,048 | New |
| Perpetual Ltd | 17,140 | $1.37M | 0.02% | −193−1.1% | Reduced |
| TCG Advisory Services, LLC | 17,160 | $1.37M | 0.06% | +3,074+21.8% | Added |
| Suvretta Capital Management, LLC | 17,460 | $1.39M | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 17,464 | $1.40M | 0.29% | −710−3.9% | Reduced |
| Premier Path Wealth Partners, LLC | 17,512 | $1.40M | 0.21% | −12−0.1% | Reduced |
| New England Asset Management Inc | 17,565 | $1.40M | 0.24% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 17,528 | $1.41M | 0.35% | −145−0.8% | Reduced |
| Sagespring Wealth Partners, LLC | 17,684 | $1.41M | 0.04% | +17,684 | New |
| Silvercrest Asset Management Group LLC | 17,700 | $1.41M | 0.01% | −623−3.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 17,547 | $1.41M | 0.50% | −548−3.0% | Reduced |
| Koss-Olinger Consulting, LLC | 17,759 | $1.42M | 0.12% | −2,833−13.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,854 | $1.43M | 0.33% | −20−0.1% | Reduced |
| Charter Oak Capital Management, LLC | 17,897 | $1.43M | 0.13% | −736−3.9% | Reduced |
| Leo Wealth, LLC | 17,903 | $1.43M | 0.13% | −12,627−41.4% | Reduced |
| AIMZ Investment Advisors, LLC | 17,942 | $1.43M | 0.50% | −170−0.9% | Reduced |
| Wolff Wiese Magana LLC | 17,968 | $1.44M | 0.95% | +906+5.3% | Added |
| Profund Advisors LLC | 18,049 | $1.44M | 0.05% | −3,199−15.1% | Reduced |
| Summit Trail Advisors, LLC | 17,894 | $1.44M | 0.05% | +3,497+24.3% | Added |
| NTV Asset Management LLC | 18,082 | $1.44M | 0.19% | −208−1.1% | Reduced |
| LVM Capital Management Ltd | 18,103 | $1.45M | 0.16% | −13,838−43.3% | Reduced |
| Sumitomo Life Insurance Co | 18,219 | $1.46M | 0.03% | −589−3.1% | Reduced |
| Peterson Wealth Services | 18,254 | $1.46M | 0.44% | +686+3.9% | Added |
| Tradition Wealth Management, LLC | 18,255 | $1.46M | 0.13% | −1,078−5.6% | Reduced |
| Valeo Financial Advisors, LLC | 18,342 | $1.47M | 0.04% | +544+3.1% | Added |
| Westside Investment Management, Inc. | 18,474 | $1.48M | 0.31% | +890+5.1% | Added |
| Nicholson Wealth Management Group, LLC | 18,491 | $1.48M | 0.99% | +12,019+185.7% | Added |
| Triglav Skladi, D.O.O. | 18,499 | $1.48M | 0.12% | +18,499 | New |
| Jacobi Capital Management LLC | 18,565 | $1.48M | 0.11% | −343−1.8% | Reduced |
| Morningstar Investment Management LLC | 18,596 | $1.49M | 0.12% | +528+2.9% | Added |
| Meeder Advisory Services, Inc. | 18,604 | $1.49M | 0.09% | +479+2.6% | Added |
| Kingsview Wealth Management, LLC | 18,726 | $1.50M | 0.03% | −2,223−10.6% | Reduced |
| Donoghue Forlines LLC | 18,828 | $1.50M | 0.50% | +18,828 | New |
| Quadcap Wealth Management, LLC | 18,875 | $1.51M | 0.22% | −1,480−7.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 18,882 | $1.51M | 0.28% | −3,823−16.8% | Reduced |
| Viawealth, LLC | 18,910 | $1.51M | 0.91% | −300−1.6% | Reduced |
| Wesbanco Bank Inc | 18,914 | $1.51M | 0.05% | −1,154−5.8% | Reduced |
| MUFG Securities Americas Inc. | 18,931 | $1.51M | 0.19% | +18,931 | New |
| Proequities, Inc. | 17,257 | $1.52M | 0.09% | +648+3.9% | Added |
| Shelton Capital Management | 18,981 | $1.52M | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 19,128 | $1.53M | 0.34% | −1,420−6.9% | Reduced |
| Berkeley Capital Partners, LLC | 19,196 | $1.53M | 0.43% | −10,271−34.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,197 | $1.53M | 0.10% | +2,795+17.0% | Added |
| Machina Capital S.A.S. | 19,207 | $1.53M | 0.65% | +19,207 | New |
| Intrua Financial, LLC | 19,314 | $1.54M | 0.25% | −1,468−7.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 19,191 | $1.55M | 0.10% | −1,207−5.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 19,578 | $1.56M | 0.22% | +19,578 | New |
| Naviter Wealth, LLC | 19,473 | $1.57M | 0.19% | +3,120+19.1% | Added |
| McKinley Carter Wealth Services, Inc. | 19,677 | $1.57M | 0.10% | +129+0.7% | Added |
| LVW Advisors, LLC | 19,707 | $1.57M | 0.19% | +1,358+7.4% | Added |
| Prosperity Consulting Group, LLC | 19,743 | $1.58M | 0.12% | −3,735−15.9% | Reduced |
| Agate Pass Investment Management, LLC | 19,746 | $1.58M | 0.71% | +745+3.9% | Added |
| Sterling Investment Advisors, Ltd. | 19,813 | $1.58M | 0.38% | +1,899+10.6% | Added |
| Parallel Advisors, LLC | 19,836 | $1.58M | 0.04% | +1,407+7.6% | Added |
| Wetherby Asset Management Inc | 19,840 | $1.58M | 0.08% | +1,232+6.6% | Added |
| Chiron Capital Management, LLC | 19,852 | $1.59M | 1.50% | +3,447+21.0% | Added |
| Atlantic Trust, LLC | 19,856 | $1.59M | 0.34% | −116−0.6% | Reduced |
| Albion Financial Group | 19,858 | $1.59M | 0.11% | −790−3.8% | Reduced |
| Dynamic Advisor Solutions LLC | 19,891 | $1.59M | 0.07% | −10,029−33.5% | Reduced |
| Western Wealth Management, LLC | 19,953 | $1.59M | 0.09% | −1,066−5.1% | Reduced |