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 |
|---|---|---|---|---|---|
| Ulysses Management LLC | 20,000 | $1.60M | 0.37% | +20,000 | New |
| Brookstone Capital Management | 20,026 | $1.60M | 0.02% | +2,049+11.4% | Added |
| Proquility Private Wealth Partners, LLC | 20,054 | $1.60M | 0.52% | −22,872−53.3% | Reduced |
| Claret Asset Management Corp | 20,183 | $1.61M | 0.25% | −981−4.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 20,226 | $1.62M | 0.30% | −1,450−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 20,356 | $1.63M | 0.02% | +3,589+21.4% | Added |
| Clearstead Advisors, LLC | 20,357 | $1.63M | 0.02% | −18,361−47.4% | Reduced |
| Baader Bank INC | 20,393 | $1.63M | 0.15% | +7,780+61.7% | Added |
| Berger Financial Group, Inc | 20,400 | $1.63M | 0.11% | −2,467−10.8% | Reduced |
| Summit Financial, LLC | 20,330 | $1.64M | 0.06% | +7,249+55.4% | Added |
| SevenBridge Financial Group, LLC | 18,020 | $1.64M | 0.31% | −5,119−22.1% | Reduced |
| DMKC Advisory Services, LLC | 20,594 | $1.65M | 1.49% | +20,594 | New |
| Sawyer & Company, Inc | 20,763 | $1.66M | 0.61% | −680−3.2% | Reduced |
| IHT Wealth Management, LLC | 20,771 | $1.66M | 0.05% | −6,374−23.5% | Reduced |
| Allen Wealth Management, LLC | 20,915 | $1.67M | 1.20% | +1,324+6.8% | Added |
| Platform Technology Partners | 20,952 | $1.67M | 0.51% | +47+0.2% | Added |
| Martin Capital Partners, LLC | 21,050 | $1.68M | 1.99% | −30,128−58.9% | Reduced |
| Regatta Capital Group, LLC | 21,064 | $1.68M | 0.33% | +709+3.5% | Added |
| Eastern Bank | 21,156 | $1.69M | 0.03% | +35+0.2% | Added |
| Shufro Rose & Co LLC | 21,217 | $1.69M | 0.13% | −557−2.6% | Reduced |
| Brown Financial Advisors | 21,363 | $1.71M | 0.69% | +2,264+11.9% | Added |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 21,498 | $1.72M | 0.07% | −7,700−26.4% | Reduced |
| BDF-Gestion | 21,523 | $1.72M | 0.18% | −2,797−11.5% | Reduced |
| Drexel Morgan & Co. | 21,546 | $1.72M | 0.36% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 21,588 | $1.72M | 0.71% | +308+1.4% | Added |
| Webster Bank, N. A. | 21,712 | $1.73M | 0.19% | −672−3.0% | Reduced |
| OV Management LLC | 21,754 | $1.74M | 0.81% | +1,697+8.5% | Added |
| LMCG Investments, LLC | 21,829 | $1.74M | 0.11% | −2,563−10.5% | Reduced |
| Convergence Investment Partners, LLC | 21,856 | $1.75M | 0.39% | −9,043−29.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 21,977 | $1.76M | 0.90% | +600+2.8% | Added |
| Commerzbank Aktiengesellschaft | 22,072 | $1.76M | 0.04% | +11,023+99.8% | Added |
| Cascade Investment Advisors, Inc. | 22,024 | $1.76M | 1.13% | +140+0.6% | Added |
| First Horizon Advisors, Inc. | 22,049 | $1.76M | 0.05% | −4,702−17.6% | Reduced |
| Alpha DNA Investment Management LLC | 22,168 | $1.77M | 0.97% | +9,387+73.4% | Added |
| We Are One Seven, LLC | 22,219 | $1.77M | 0.07% | +449+2.1% | Added |
| LifePlan Financial, LLC | 22,327 | $1.78M | 1.58% | +822+3.8% | Added |
| First Hawaiian Bank | 22,393 | $1.79M | 0.06% | +2,302+11.5% | Added |
| Bowen Hanes & Co Inc | 22,395 | $1.79M | 0.05% | −300−1.3% | Reduced |
| Red Spruce Capital, LLC | 22,552 | $1.80M | 0.80% | +3,552+18.7% | Added |
| Northwest & Ethical Investments L.P. | 22,722 | $1.82M | 0.05% | +1,371+6.4% | Added |
| Ashton Thomas Private Wealth, LLC | 22,576 | $1.82M | 0.07% | +9,181+68.5% | Added |
| Hilltop National Bank | 22,781 | $1.82M | 0.55% | +424+1.9% | Added |
| Beach Investment Counsel Inc | 22,782 | $1.82M | 0.25% | −2,150−8.6% | Reduced |
| Strengthening Families & Communities, LLC | 23,118 | $1.85M | 1.05% | +1,833+8.6% | Added |
| Gladstone Institutional Advisory LLC | 23,195 | $1.85M | 0.09% | −3,846−14.2% | Reduced |
| Merit Financial Group, LLC | 23,270 | $1.86M | 0.03% | +17,831+327.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23,291 | $1.86M | 0.00% | −3,462−12.9% | Reduced |
| Greenline Partners, LLC | 23,304 | $1.86M | 0.26% | 00.0% | Unchanged |
| Gibbs Wealth Management | 23,383 | $1.87M | 0.51% | +2,356+11.2% | Added |
| Railway Pension Investments Ltd | 23,400 | $1.87M | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23,408 | $1.87M | 0.20% | −110.0% | Reduced |
| Citadel Investment Advisory, Inc. | 23,615 | $1.89M | 0.98% | −585−2.4% | Reduced |
| Northcape Wealth Management, LLC | 23,829 | $1.90M | 0.62% | +2,565+12.1% | Added |
| Valtinson Bruner Financial Planning LLC | 23,933 | $1.91M | 0.67% | +920+4.0% | Added |
| Horizon Investments, LLC | 23,970 | $1.91M | 0.05% | +500+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,256 | $1.94M | 0.26% | +1,181+5.1% | Added |
| Millington Financial Advisors, LLC | 21,456 | $1.94M | 1.13% | +1,828+9.3% | Added |
| RFG Advisory, LLC | 24,492 | $1.96M | 0.06% | +274+1.1% | Added |
| Banco de Sabadell, S.A | 24,581 | $1.96M | 1.54% | +3,008+13.9% | Added |
| Creative Financial Designs Inc | 24,559 | $1.96M | 0.16% | −225−0.9% | Reduced |
| Spinnaker Trust | 24,717 | $1.97M | 0.12% | −91−0.4% | Reduced |
| Vestcor Inc | 24,728 | $1.98M | 0.07% | −26−0.1% | Reduced |
| Money Concepts Capital Corp | 24,765 | $1.98M | 0.15% | +867+3.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,820 | $1.98M | 1.33% | −225−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 24,854 | $1.99M | 0.03% | +2,294+10.2% | Added |
| Meridian Investment Counsel Inc. | 24,934 | $1.99M | 0.59% | +12,297+97.3% | Added |
| Freestone Capital Holdings, LLC | 25,285 | $2.02M | 0.07% | −573−2.2% | Reduced |
| Aviso Financial Inc. | 25,299 | $2.02M | 0.10% | +3,038+13.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,354 | $2.03M | 0.35% | −2,620−6.9% | Reduced |
| Twin Capital Management Inc | 25,824 | $2.06M | 0.23% | −648−2.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 25,869 | $2.07M | 0.11% | −2,343−8.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 25,918 | $2.07M | 0.60% | −1,490−5.4% | Reduced |
| Stonebrook Private Inc. | 26,007 | $2.08M | 0.54% | −902−3.4% | Reduced |
| Catalytic Wealth RIA, LLC | 26,143 | $2.09M | 0.37% | +4,145+18.8% | Added |
| Miller Investment Management, LP | 26,165 | $2.09M | 0.23% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 26,166 | $2.09M | 0.22% | −768−2.9% | Reduced |
| Delta Capital Management LLC | 26,255 | $2.10M | 1.20% | −50−0.2% | Reduced |
| Carrera Capital Advisors | 26,047 | $2.10M | 0.49% | +26,047 | New |
| Sterling Capital Management LLC | 26,382 | $2.11M | 0.03% | −1,857−6.6% | Reduced |
| Warren Averett Asset Management, LLC | 26,419 | $2.11M | 0.03% | +16,491+166.1% | Added |
| Evercore Wealth Management, LLC | 26,451 | $2.11M | 0.03% | −410−1.5% | Reduced |
| Sectoral Asset Management Inc | 26,350 | $2.12M | 1.41% | −3,000−10.2% | Reduced |
| Evergreen Wealth Management, LLC | 26,865 | $2.15M | 1.27% | +663+2.5% | Added |
| Miracle Mile Advisors, LLC | 26,931 | $2.15M | 0.04% | −235−0.9% | Reduced |
| Manhattan West Asset Management, LLC | 26,930 | $2.15M | 0.58% | +2,863+11.9% | Added |
| Valley National Advisers Inc | 27,117 | $2.17M | 0.39% | −7,370−21.4% | Reduced |
| Alps Advisors Inc | 27,137 | $2.17M | 0.01% | −90−0.3% | Reduced |
| Berry Wealth Group, LP | 27,165 | $2.17M | 1.57% | −196−0.7% | Reduced |
| Boston Family Office LLC | 27,305 | $2.18M | 0.15% | +413+1.5% | Added |
| National Asset Management, Inc. | 27,308 | $2.20M | 0.07% | −1,939−6.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 27,767 | $2.22M | 0.67% | −7,964−22.3% | Reduced |
| Empire Financial Management Company, LLC | 27,912 | $2.23M | 0.70% | +931+3.5% | Added |
| Ridgewood Investments LLC | 28,007 | $2.24M | 1.08% | +2,888+11.5% | Added |
| Quantbot Technologies LP | 28,014 | $2.24M | 0.08% | +28,014 | New |
| Lynx Capital Group Ltd | 28,259 | $2.26M | 1.30% | −79−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 28,273 | $2.26M | 0.08% | +10,975+63.4% | Added |
| Granite Group Advisors, LLC | 28,316 | $2.26M | 1.44% | +1,097+4.0% | Added |
| Scissortail Wealth Management, LLC | 28,347 | $2.26M | 0.58% | +27,963+7,282.0% | Added |
| Great Lakes Advisors, LLC | 28,367 | $2.27M | 0.02% | −2,501−8.1% | Reduced |