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 |
|---|---|---|---|---|---|
| First Washington CORP | 37,746 | $3.02M | 1.07% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 37,915 | $3.03M | 1.01% | −448−1.2% | Reduced |
| Community Trust & Investment Co | 37,988 | $3.03M | 0.19% | +552+1.5% | Added |
| Prudential PLC | 38,208 | $3.05M | 0.02% | +6,066+18.9% | Added |
| Perkins Coie Trust Co | 38,229 | $3.05M | 0.67% | −749−1.9% | Reduced |
| Allstate Corp | 38,240 | $3.05M | 0.09% | +38,240 | New |
| First Citizens Bank & Trust Co | 38,250 | $3.06M | 0.06% | −2,767−6.7% | Reduced |
| Brentview Investment Management LLC | 38,258 | $3.06M | 1.74% | +38,258 | New |
| Vident Advisory, LLC | 38,361 | $3.06M | 0.05% | −353−0.9% | Reduced |
| Colrain Capital LLC | 38,060 | $3.07M | 3.01% | +38,060 | New |
| Generali Asset Management SPA SGR | 38,927 | $3.11M | 0.08% | +38,927 | New |
| Arlington Partners LLC | 38,959 | $3.11M | 1.21% | −10,232−20.8% | Reduced |
| Park Avenue Securities LLC | 39,094 | $3.12M | 0.03% | +14,101+56.4% | Added |
| Nelson Capital Management, LLC | 39,157 | $3.13M | 0.52% | −922−2.3% | Reduced |
| Plato Investment Management Ltd | 39,156 | $3.14M | 0.23% | +1,085+2.8% | Added |
| Norden Group LLC | 39,425 | $3.15M | 0.36% | −555−1.4% | Reduced |
| Drucker Wealth 3.0, LLC | 39,612 | $3.16M | 0.73% | −7,740−16.3% | Reduced |
| Oak Asset Management, LLC | 39,637 | $3.17M | 1.17% | +1,152+3.0% | Added |
| Equitable Trust Co | 39,645 | $3.17M | 0.18% | +18,968+91.7% | Added |
| Keene & Associates, Inc. | 39,649 | $3.17M | 2.54% | +708+1.8% | Added |
| TCTC Holdings, LLC | 39,718 | $3.17M | 0.11% | +1,301+3.4% | Added |
| Pathway Financial Advisers, LLC | 39,805 | $3.18M | 1.07% | −832−2.0% | Reduced |
| Arnhold LLC | 39,819 | $3.18M | 0.31% | 00.0% | Unchanged |
| Sigma Planning Corp | 39,892 | $3.19M | 0.10% | +11,049+38.3% | Added |
| LaFleur & Godfrey LLC | 39,923 | $3.19M | 0.44% | −12,796−24.3% | Reduced |
| Hemenway Trust Co LLC | 39,926 | $3.19M | 0.26% | −102,173−71.9% | Reduced |
| Meritage Portfolio Management | 39,948 | $3.19M | 0.20% | +39,948 | New |
| Brighton Jones LLC | 39,989 | $3.19M | 0.09% | +37,265+1,368.0% | Added |
| Quinn Opportunity Partners LLC | 40,100 | $3.20M | 0.23% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 40,332 | $3.22M | 1.24% | +40,332 | New |
| Wealth Advisors of Tampa Bay, LLC | 40,458 | $3.23M | 1.38% | −643−1.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 40,510 | $3.24M | 1.04% | −82−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 40,847 | $3.26M | 1.00% | +210+0.5% | Added |
| Level Four Advisory Services, LLC | 40,982 | $3.27M | 0.13% | +325+0.8% | Added |
| BTC Capital Management, Inc. | 41,130 | $3.29M | 0.30% | −1,631−3.8% | Reduced |
| Regions Financial Corp | 41,280 | $3.30M | 0.02% | −1,616−3.8% | Reduced |
| Nebula Research & Development LLC | 41,370 | $3.30M | 0.39% | +33,934+456.3% | Added |
| Garland Capital Management Inc | 41,475 | $3.31M | 2.72% | −375−0.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 41,294 | $3.33M | 1.49% | +840+2.1% | Added |
| Kinloch Capital, LLC | 41,688 | $3.33M | 1.67% | +1,225+3.0% | Added |
| Gilman Hill Asset Management, LLC | 41,924 | $3.35M | 0.58% | +1,016+2.5% | Added |
| Apollon Wealth Management, LLC | 42,213 | $3.37M | 0.08% | +383+0.9% | Added |
| Integrated Wealth Concepts LLC | 42,294 | $3.38M | 0.04% | −5,954−12.3% | Reduced |
| Core Alternative Capital | 42,517 | $3.40M | 0.71% | +1,811+4.4% | Added |
| Tower Bridge Advisors | 42,558 | $3.40M | 0.36% | −1,338−3.0% | Reduced |
| Investment House LLC | 42,641 | $3.41M | 0.19% | −287−0.7% | Reduced |
| Tevis Investment Management | 42,304 | $3.41M | 2.53% | +556+1.3% | Added |
| Trinity Legacy Partners, LLC | 42,738 | $3.41M | 0.88% | −13,154−23.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 42,427 | $3.42M | 0.17% | +937+2.3% | Added |
| Ancora Advisors, LLC | 42,907 | $3.43M | 0.08% | −919−2.1% | Reduced |
| Everence Capital Management Inc | 42,950 | $3.43M | 0.22% | −8,610−16.7% | Reduced |
| Daymark Wealth Partners, LLC | 43,037 | $3.44M | 0.15% | +484+1.1% | Added |
| Metis Global Partners, LLC | 43,049 | $3.44M | 0.10% | −11,189−20.6% | Reduced |
| Wolverine Trading, LLC | 43,487 | $3.46M | 0.08% | +30,087+224.5% | Added |
| Hamilton Capital Partners Inc. | 43,592 | $3.48M | 0.26% | −5,087−10.5% | Reduced |
| Snowden Capital Advisors LLC | 43,579 | $3.51M | 0.11% | +1,374+3.3% | Added |
| Inspire Trust Co, N.A. | 44,000 | $3.51M | 0.90% | +7,500+20.5% | Added |
| Courier Capital LLC | 44,109 | $3.52M | 0.24% | −5,854−11.7% | Reduced |
| Financial Partners Group, LLC | 44,297 | $3.54M | 1.47% | −230−0.5% | Reduced |
| Farmers National Bank | 44,399 | $3.55M | 1.03% | +44,399 | New |
| Allworth Financial LP | 40,408 | $3.55M | 0.02% | +12,055+42.5% | Added |
| Group One Trading, L.P. | 44,574 | $3.56M | 0.12% | +44,574 | New |
| Lido Advisors, LLC | 44,631 | $3.60M | 0.02% | +79+0.2% | Added |
| Ostrum Asset Management | 45,099 | $3.60M | 0.31% | +11,015+32.3% | Added |
| Harrell Investment Partners, LLC | 45,286 | $3.62M | 1.01% | −545−1.2% | Reduced |
| Hall Laurie J Trustee | 45,350 | $3.62M | 1.19% | +1,290+2.9% | Added |
| Somerset Trust Co | 45,365 | $3.62M | 1.36% | −477−1.0% | Reduced |
| TrinityPoint Wealth, LLC | 45,962 | $3.67M | 0.52% | +2,199+5.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 45,965 | $3.67M | 1.34% | +2,320+5.3% | Added |
| Diversify Wealth Management, LLC | 45,804 | $3.69M | 0.29% | +14,934+48.4% | Added |
| GHP Investment Advisors, Inc. | 46,301 | $3.70M | 0.17% | +3,361+7.8% | Added |
| Virtu Financial LLC | 46,488 | $3.71M | 0.20% | +46,488 | New |
| Corbyn Investment Management Inc | 46,513 | $3.72M | 1.33% | −117−0.3% | Reduced |
| SFMG, LLC | 46,745 | $3.73M | 0.29% | −374−0.8% | Reduced |
| Andra AP-fonden | 46,929 | $3.75M | 0.06% | +28,400+153.3% | Added |
| Hedeker Wealth, LLC | 46,973 | $3.75M | 0.93% | −562−1.2% | Reduced |
| 44 Wealth Management LLC | 47,152 | $3.77M | 1.45% | −2,886−5.8% | Reduced |
| Cary Street Partners Financial LLC | 47,286 | $3.78M | 0.12% | +47,286 | New |
| Mattson Financial Services, LLC | 42,159 | $3.80M | 1.21% | +2,489+6.3% | Added |
| DLK Investment Management, LLC | 47,633 | $3.80M | 1.59% | −2,270−4.5% | Reduced |
| Everett Harris & Co | 47,654 | $3.81M | 0.05% | −1,145−2.3% | Reduced |
| WCM Investment Management, LLC | 47,940 | $3.82M | 0.01% | +28,473+146.3% | Added |
| CAPROCK Group, Inc. | 47,767 | $3.85M | 0.13% | +5,363+12.6% | Added |
| Cullinan Associates Inc | 48,186 | $3.85M | 0.25% | −8,378−14.8% | Reduced |
| Integrated Advisors Network LLC | 48,208 | $3.85M | 0.18% | +33,678+231.8% | Added |
| Beech Hill Advisors, Inc. | 48,306 | $3.86M | 1.44% | +2,519+5.5% | Added |
| Hanson & Doremus Investment Management | 48,804 | $3.90M | 0.61% | +639+1.3% | Added |
| Mandatum Life Insurance Co Ltd | 49,138 | $3.93M | 1.16% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 49,446 | $3.95M | 0.02% | −4,426−8.2% | Reduced |
| Compass Wealth Management LLC | 49,673 | $3.97M | 0.96% | −370−0.7% | Reduced |
| RSM US Wealth Management LLC | 53,817 | $3.99M | 0.06% | +4,799+9.8% | Added |
| Mutual Advisors, LLC | 46,168 | $4.02M | 0.12% | +5,190+12.7% | Added |
| Nixon Peabody Trust Co | 50,379 | $4.02M | 0.33% | −79,560−61.2% | Reduced |
| MainStreet Investment Advisors LLC | 50,383 | $4.02M | 0.56% | −1,443−2.8% | Reduced |
| Dakota Wealth Management | 50,387 | $4.03M | 0.09% | −1,955−3.7% | Reduced |
| Highland Capital Management, LLC | 50,486 | $4.03M | 0.23% | −1,194−2.3% | Reduced |
| RBA Wealth Management, LLC | 50,540 | $4.04M | 1.54% | +1,045+2.1% | Added |
| Advisors Management Group Inc | 50,775 | $4.06M | 0.96% | +5,942+13.3% | Added |
| Liberty One Investment Management, LLC | 50,861 | $4.06M | 0.44% | +3,640+7.7% | Added |
| Te Ahumairangi Investment Management Ltd | 50,991 | $4.07M | 0.85% | −1,330−2.5% | Reduced |