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 |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 51,041 | $4.08M | 0.31% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 51,100 | $4.08M | 0.16% | 00.0% | Unchanged |
| Boston Research & Management Inc | 51,219 | $4.09M | 0.99% | −96−0.2% | Reduced |
| Vestor Capital, LLC | 51,375 | $4.10M | 0.31% | +138+0.3% | Added |
| Equitable Holdings, Inc. | 51,721 | $4.13M | 0.04% | +1,764+3.5% | Added |
| Trust Co of Vermont | 51,929 | $4.15M | 0.20% | −12,020−18.8% | Reduced |
| Round Hill Asset Management | 52,110 | $4.16M | 2.94% | −110−0.2% | Reduced |
| Welch & Forbes LLC | 52,126 | $4.16M | 0.05% | −5,280−9.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 52,479 | $4.19M | 1.32% | +2,750+5.5% | Added |
| First National Trust Co | 53,470 | $4.27M | 0.16% | −6,735−11.2% | Reduced |
| Kinneret Advisory, LLC | 53,064 | $4.28M | 0.40% | −2,472−4.5% | Reduced |
| Columbia Asset Management | 53,636 | $4.28M | 0.82% | −1,410−2.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 54,055 | $4.32M | 2.75% | −55−0.1% | Reduced |
| Glenview Trust Co | 54,096 | $4.32M | 0.08% | +150.0% | Added |
| Gsa Capital Partners LLP | 54,432 | $4.35M | 0.32% | +49,368+974.9% | Added |
| Alliance Wealth Advisors, LLC | 54,456 | $4.35M | 1.12% | +145+0.3% | Added |
| Ritholtz Wealth Management | 54,485 | $4.35M | 0.13% | +40,243+282.6% | Added |
| Robinson Value Management, Ltd. | 54,708 | $4.37M | 2.89% | +657+1.2% | Added |
| Headinvest, LLC | 54,834 | $4.38M | 0.83% | −1,713−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 54,903 | $4.39M | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 54,907 | $4.39M | 0.06% | +11,075+25.3% | Added |
| Los Angeles Capital Management LLC | 54,950 | $4.39M | 0.02% | −338,796−86.0% | Reduced |
| SlateStone Wealth, LLC | 55,009 | $4.39M | 0.43% | +829+1.5% | Added |
| Siemens Fonds Invest GmbH | 55,200 | $4.39M | 0.46% | +2,937+5.6% | Added |
| Coston, McIsaac & Partners | 55,047 | $4.40M | 1.30% | −1,123−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 55,675 | $4.45M | 0.04% | +52,456+1,629.6% | Added |
| Argent Trust Co | 56,020 | $4.47M | 0.18% | +6,721+13.6% | Added |
| Palisade Asset Management, LLC | 56,046 | $4.48M | 0.45% | −294−0.5% | Reduced |
| Omers Administration Corp | 56,384 | $4.50M | 0.04% | +9,200+19.5% | Added |
| Sirios Capital Management L P | 56,457 | $4.51M | 0.81% | −42,857−43.2% | Reduced |
| Hennessy Advisors Inc | 56,700 | $4.53M | 0.13% | −2,000−3.4% | Reduced |
| Kesler, Norman & Wride, LLC | 56,831 | $4.54M | 0.98% | −2,157−3.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 57,056 | $4.56M | 0.75% | −250−0.4% | Reduced |
| Sit Investment Associates Inc | 57,510 | $4.59M | 0.10% | +16,280+39.5% | Added |
| Farther Finance Advisors, LLC | 57,522 | $4.59M | 0.17% | +19,242+50.3% | Added |
| Somerville Kurt F | 57,550 | $4.60M | 0.77% | −22,668−28.3% | Reduced |
| Portside Wealth Group, LLC | 57,758 | $4.61M | 0.76% | −947−1.6% | Reduced |
| Norinchukin Bank, The | 57,779 | $4.62M | 0.10% | +4,899+9.3% | Added |
| TD Private Client Wealth LLC | 58,274 | $4.65M | 0.13% | −2,786−4.6% | Reduced |
| Trajan Wealth LLC | 58,956 | $4.71M | 0.26% | +3,767+6.8% | Added |
| HTLF Bank | 59,009 | $4.71M | 0.53% | +173+0.3% | Added |
| First Nebraska Trust Co | 59,239 | $4.73M | 0.46% | −19,078−24.4% | Reduced |
| Principal Securities, Inc. | 59,314 | $4.74M | 0.11% | +11,658+24.5% | Added |
| Stamos Capital Partners, L.P. | 59,360 | $4.74M | 1.11% | +2,760+4.9% | Added |
| Toth Financial Advisory Corp | 59,878 | $4.78M | 0.56% | +5,015+9.1% | Added |
| Intrepid Family Office LLC | 60,000 | $4.79M | 5.05% | +60,000 | New |
| Laffer Tengler Investments | 60,003 | $4.79M | 0.94% | +9,902+19.8% | Added |
| Perennial Advisors, LLC | 60,296 | $4.82M | 1.05% | +60,296 | New |
| Assenagon Asset Management S.A. | 60,400 | $4.82M | 0.01% | +1,926+3.3% | Added |
| Stratos Wealth Partners, LTD. | 60,669 | $4.85M | 0.07% | −687−1.1% | Reduced |
| Synovus Financial Corp | 60,919 | $4.87M | 0.06% | −5,819−8.7% | Reduced |
| Caisse des Depots Et Consignations | 61,016 | $4.87M | 0.24% | +61,016 | New |
| Bleakley Financial Group, LLC | 61,086 | $4.88M | 0.15% | −2,536−4.0% | Reduced |
| New Mexico Educational Retirement Board | 61,187 | $4.89M | 0.16% | −3,700−5.7% | Reduced |
| Balyasny Asset Management LLC | 61,638 | $4.92M | 0.01% | −111,911−64.5% | Reduced |
| Fisher Funds Management LTD | 61,968 | $4.94M | 0.12% | +61,968 | New |
| Haverford Financial Services, Inc. | 61,905 | $4.94M | 1.51% | −31,301−33.6% | Reduced |
| Transcend Wealth Collective, LLC | 61,911 | $4.95M | 0.36% | −9,644−13.5% | Reduced |
| Wealthfront Advisers LLC | 62,005 | $4.95M | 0.01% | +300.0% | Added |
| Geneos Wealth Management Inc. | 62,258 | $4.97M | 0.17% | +4,224+7.3% | Added |
| Azzad Asset Management Inc | 62,258 | $4.97M | 0.96% | +1,902+3.2% | Added |
| CCM Investment Group, LLC | 63,592 | $5.06M | 0.55% | +63,592 | New |
| Monarch Capital Management Inc | 63,063 | $5.07M | 1.39% | −845−1.3% | Reduced |
| Entropy Technologies, LP | 63,500 | $5.07M | 0.52% | +63,500 | New |
| Semmax Financial Advisors Inc. | 55,133 | $5.08M | 1.36% | +3,446+6.7% | Added |
| Aperture Investors, LLC | 63,686 | $5.09M | 0.66% | 00.0% | Unchanged |
| First American Trust, FSB | 63,926 | $5.11M | 0.51% | +63,926 | New |
| Arkadios Wealth Advisors | 64,624 | $5.16M | 0.28% | +3,899+6.4% | Added |
| Nomura Holdings Inc | 65,076 | $5.20M | 0.03% | +32,641+100.6% | Added |
| Farmers Trust Co | 65,310 | $5.22M | 0.97% | +365+0.6% | Added |
| Stablepoint Partners, LLC | 65,689 | $5.25M | 0.96% | +898+1.4% | Added |
| Naples Global Advisors, LLC | 65,147 | $5.25M | 0.49% | −3,222−4.7% | Reduced |
| Concurrent Investment Advisors, LLC | 65,863 | $5.26M | 0.14% | −173−0.3% | Reduced |
| Moors & Cabot, Inc. | 66,481 | $5.31M | 0.25% | +1,220+1.9% | Added |
| Murphy Pohlad Asset Management LLC | 66,559 | $5.32M | 2.29% | −1,725−2.5% | Reduced |
| Oliver Luxxe Assets LLC | 59,142 | $5.32M | 0.96% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 67,055 | $5.36M | 0.12% | +2,852+4.4% | Added |
| Linscomb & Williams, Inc. | 67,095 | $5.36M | 0.27% | +1,266+1.9% | Added |
| Groupama Asset Managment | 67,681 | $5.39M | 0.11% | −113,414−62.6% | Reduced |
| Becker Capital Management Inc | 67,089 | $5.41M | 0.18% | +23,812+55.0% | Added |
| Telos Capital Management, Inc. | 68,081 | $5.44M | 0.58% | −55,277−44.8% | Reduced |
| HRT Financial LP | 68,610 | $5.48M | 0.03% | −812,772−92.2% | Reduced |
| Securian Asset Management, Inc | 68,926 | $5.51M | 0.16% | −2,011−2.8% | Reduced |
| Maryland State Retirement & Pension System | 68,955 | $5.51M | 0.12% | −5,080−6.9% | Reduced |
| Louisiana State Employees Retirement System | 69,000 | $5.51M | 0.10% | −3,200−4.4% | Reduced |
| Tufton Capital Management | 69,561 | $5.56M | 1.05% | −1,692−2.4% | Reduced |
| Poehling Capital Management, LLC | 70,112 | $5.60M | 1.38% | +310+0.4% | Added |
| LGT Group Foundation | 70,541 | $5.63M | 0.09% | −9,762−12.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 70,597 | $5.64M | 0.72% | +1,033+1.5% | Added |
| JGP Wealth Management, LLC | 70,597 | $5.64M | 0.73% | −11,604−14.1% | Reduced |
| Aigen Investment Management, LP | 70,622 | $5.64M | 0.99% | +64,114+985.2% | Added |
| Goelzer Investment Management, Inc. | 71,441 | $5.71M | 0.33% | −1,027−1.4% | Reduced |
| Berkshire Asset Management LLC | 63,321 | $5.71M | 0.27% | −14,469−18.6% | Reduced |
| American Assets Investment Management, LLC | 71,632 | $5.72M | 0.47% | 00.0% | Unchanged |
| Dearborn Partners LLC | 72,027 | $5.75M | 0.24% | +5,252+7.9% | Added |
| Investment Management Corp of Ontario | 72,339 | $5.78M | 0.19% | +4,724+7.0% | Added |
| Cohen Klingenstein LLC | 72,549 | $5.80M | 0.20% | −4,000−5.2% | Reduced |
| Advisory Services Network, LLC | 72,954 | $5.83M | 0.11% | −3,690−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 73,128 | $5.84M | 0.12% | +25,933+54.9% | Added |
| Ironwood Investment Counsel, LLC | 73,412 | $5.86M | 1.00% | −637−0.9% | Reduced |