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 |
|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 28,384 | $2.27M | 0.15% | +5,606+24.6% | Added |
| Aptus Capital Advisors, LLC | 28,179 | $2.27M | 0.03% | +16,679+145.0% | Added |
| First National Advisers, LLC | 28,418 | $2.27M | 0.37% | +809+2.9% | Added |
| Proactive Wealth Strategies LLC | 28,528 | $2.28M | 1.19% | −841−2.9% | Reduced |
| JNBA Financial Advisors | 28,564 | $2.28M | 0.23% | −24−0.1% | Reduced |
| Phoenix Wealth Advisors | 28,603 | $2.28M | 0.99% | −1,274−4.3% | Reduced |
| Twin City Private Wealth, LLC | 28,360 | $2.29M | 2.02% | +2,281+8.7% | Added |
| Hancock Whitney Corp | 28,619 | $2.29M | 0.07% | −4,788−14.3% | Reduced |
| EagleClaw Capital Managment, LLC | 28,622 | $2.29M | 0.36% | +100+0.4% | Added |
| Leelyn Smith, LLC | 28,691 | $2.29M | 0.41% | +801+2.9% | Added |
| Global Retirement Partners, LLC | 28,836 | $2.30M | 0.07% | +617+2.2% | Added |
| Parsons Capital Management Inc | 28,842 | $2.30M | 0.13% | +922+3.3% | Added |
| Greenup Street Wealth Management LLC | 28,886 | $2.31M | 0.46% | +1,502+5.5% | Added |
| Fundamentun, LLC | 28,904 | $2.31M | 0.14% | −2,267−7.3% | Reduced |
| Bridges Investment Management Inc | 28,937 | $2.31M | 0.03% | −7,387−20.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,940 | $2.31M | 1.73% | −625−2.1% | Reduced |
| NBT Bank N A | 28,966 | $2.31M | 0.16% | −537−1.8% | Reduced |
| Voya Financial Advisors, Inc. | 29,319 | $2.33M | 0.25% | +3,600+14.0% | Added |
| NewEdge Wealth, LLC | 29,219 | $2.33M | 0.04% | −987−3.3% | Reduced |
| HighPoint Advisor Group LLC | 25,984 | $2.34M | 0.13% | +983+3.9% | Added |
| Vance Wealth, Inc. | 29,303 | $2.34M | 0.90% | +33+0.1% | Added |
| Catalyst Capital Advisors LLC | 29,325 | $2.34M | 0.05% | +405+1.4% | Added |
| Segall Bryant & Hamill, LLC | 29,330 | $2.34M | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 29,357 | $2.35M | 0.14% | +7,711+35.6% | Added |
| United Services Automobile Association | 29,425 | $2.35M | 0.08% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 29,300 | $2.36M | 0.17% | −170−0.6% | Reduced |
| Larson Financial Group LLC | 29,635 | $2.37M | 0.12% | +4,960+20.1% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.37M | 0.09% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 29,717 | $2.37M | 0.88% | +820+2.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 29,931 | $2.39M | 1.93% | +4,807+19.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 29,995 | $2.40M | 1.94% | −490−1.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 30,073 | $2.40M | 1.49% | +354+1.2% | Added |
| Strategic Advisors LLC | 30,156 | $2.41M | 0.44% | −3,282−9.8% | Reduced |
| New Vernon Investment Management LLC | 29,613 | $2.42M | 4.11% | +22,300+304.9% | Added |
| Oarsman Capital, Inc. | 30,400 | $2.43M | 0.42% | +2,353+8.4% | Added |
| Stonebridge Financial Group, LLC | 30,520 | $2.44M | 0.27% | +30,520 | New |
| Palouse Capital Management, Inc. | 30,635 | $2.45M | 1.63% | −374−1.2% | Reduced |
| Roffman Miller Associates Inc | 30,662 | $2.45M | 0.15% | −13,331−30.3% | Reduced |
| Bard Financial Services, Inc. | 30,755 | $2.46M | 0.29% | −8,000−20.6% | Reduced |
| Gold Investment Management Ltd. | 31,000 | $2.48M | 1.04% | +441+1.4% | Added |
| Cohen Capital Management, Inc. | 31,102 | $2.48M | 0.41% | +1,200+4.0% | Added |
| Intact Investment Management Inc. | 31,200 | $2.49M | 0.09% | −14,400−31.6% | Reduced |
| Arete Wealth Advisors, LLC | 31,320 | $2.50M | 0.18% | +4,228+15.6% | Added |
| Uncommon Cents Investing LLC | 31,348 | $2.50M | 0.75% | −800−2.5% | Reduced |
| Autumn Glory Partners, LLC | 31,357 | $2.50M | 1.23% | −5,552−15.0% | Reduced |
| Great Valley Advisor Group, Inc. | 31,398 | $2.51M | 0.06% | −58,288−65.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,706 | $2.53M | 0.20% | −2,057−6.1% | Reduced |
| Fullcircle Wealth LLC | 27,493 | $2.53M | 1.04% | +932+3.5% | Added |
| GeoWealth Management, LLC | 31,744 | $2.54M | 0.08% | +8,094+34.2% | Added |
| Peak Asset Management, LLC | 31,781 | $2.54M | 0.47% | −462−1.4% | Reduced |
| LGT Fund Management Co Ltd. | 31,947 | $2.55M | 0.22% | +6,722+26.6% | Added |
| Congress Wealth Management LLC | 31,989 | $2.56M | 0.04% | −37,900−54.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 32,001 | $2.56M | 0.60% | −41,046−56.2% | Reduced |
| Fayez Sarofim & Co | 32,095 | $2.56M | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28,364 | $2.58M | 0.12% | −3,660−11.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 32,400 | $2.59M | 0.64% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 32,454 | $2.59M | 0.07% | −12,642−28.0% | Reduced |
| Fiduciary Trust Co | 32,465 | $2.59M | 0.03% | −2,910−8.2% | Reduced |
| NovaPoint Capital, LLC | 32,485 | $2.59M | 0.79% | +1,233+3.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 32,531 | $2.60M | 0.01% | +32,531 | New |
| Foster & Motley Inc | 32,643 | $2.61M | 0.17% | +7,567+30.2% | Added |
| Diversify Advisory Services, LLC | 32,714 | $2.64M | 0.15% | −11,272−25.6% | Reduced |
| Wahed Invest LLC | 33,097 | $2.64M | 0.44% | +1,915+6.1% | Added |
| Old North State Wealth Management, LLC | 33,114 | $2.65M | 1.49% | +1,548+4.9% | Added |
| Slagle Financial, LLC | 33,176 | $2.65M | 1.19% | +2,350+7.6% | Added |
| Truvestments Capital LLC | 33,233 | $2.65M | 0.68% | +1,706+5.4% | Added |
| Chemung Canal Trust Co | 33,292 | $2.66M | 0.55% | −5,439−14.0% | Reduced |
| Appleton Partners Inc | 33,304 | $2.66M | 0.20% | −898−2.6% | Reduced |
| IFG Advisory, LLC | 33,434 | $2.67M | 0.15% | −1,068−3.1% | Reduced |
| Ossiam | 33,569 | $2.68M | 0.05% | +253+0.8% | Added |
| Brady Family Wealth, LLC | 33,833 | $2.70M | 0.83% | −4,374−11.4% | Reduced |
| Alerus Financial NA | 33,960 | $2.71M | 0.21% | +29,354+637.3% | Added |
| HBW Advisory Services LLC | 34,284 | $2.74M | 0.41% | +299+0.9% | Added |
| Moloney Securities Asset Management, LLC | 34,306 | $2.74M | 0.37% | −78−0.2% | Reduced |
| Wedbush Securities Inc | 34,482 | $2.75M | 0.10% | +4,022+13.2% | Added |
| Marks Group Wealth Management, Inc | 34,612 | $2.76M | 0.27% | +349+1.0% | Added |
| Shorepoint Capital Partners LLC | 34,697 | $2.77M | 0.63% | +707+2.1% | Added |
| Focus Financial Network, Inc. | 34,769 | $2.78M | 0.11% | −418−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 34,859 | $2.78M | 0.03% | −37,369−51.7% | Reduced |
| IFP Advisors, Inc | 35,286 | $2.82M | 0.09% | +24,924+240.5% | Added |
| Atom Investors LP | 35,362 | $2.82M | 0.35% | +35,362 | New |
| Wolverine Asset Management LLC | 35,432 | $2.83M | 0.05% | +31,191+735.5% | Added |
| GF Fund Management Co. Ltd. | 35,525 | $2.84M | 0.06% | +35,525 | New |
| Morton Community Bank | 35,734 | $2.85M | 0.75% | +733+2.1% | Added |
| 180 Wealth Advisors, LLC | 35,826 | $2.86M | 0.45% | +2,641+8.0% | Added |
| Novem Group | 36,107 | $2.88M | 0.43% | +36,107 | New |
| Lombard Odier Asset Management (Switzerland) SA | 36,174 | $2.89M | 0.22% | +8,364+30.1% | Added |
| Old Second National Bank of Aurora | 36,303 | $2.90M | 0.66% | +121+0.3% | Added |
| Hengehold Capital Management LLC | 36,469 | $2.91M | 0.27% | +468+1.3% | Added |
| Romano Brothers and Company | 36,473 | $2.91M | 0.37% | −3,070−7.8% | Reduced |
| Argyle Capital Management Inc. | 36,660 | $2.93M | 1.15% | +2,610+7.7% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $2.93M | 0.05% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 36,717 | $2.93M | 0.77% | −764−2.0% | Reduced |
| Catherine Avery Investment Management LLC | 36,902 | $2.95M | 2.60% | +36,902 | New |
| Roberts Wealth Advisors, LLC | 34,681 | $2.96M | 0.90% | −15,334−30.7% | Reduced |
| Fred Alger Management, LLC | 36,801 | $2.97M | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 37,187 | $2.97M | 0.29% | +4,601+14.1% | Added |
| VELA Investment Management, LLC | 37,644 | $3.01M | 1.03% | +2,066+5.8% | Added |
| King Luther Capital Management Corp | 37,670 | $3.01M | 0.01% | −3,610−8.7% | Reduced |
| Exchange Capital Management, Inc. | 37,679 | $3.01M | 0.48% | +1,359+3.7% | Added |