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; 2,150 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
- 2,134
- +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
- 794 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Accredited Wealth Management, LLC | 149 | $12.0K | 0.01% | +149 | New |
| Ritter Daniher Financial Advisory LLC | 153 | $12.2K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 160 | $12.8K | 0.01% | +160 | New |
| S&T Bank | 161 | $12.9K | 0.00% | +161 | New |
| Red Tortoise LLC | 162 | $12.9K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 165 | $13.2K | 0.01% | +165 | New |
| True Wealth Design, LLC | 166 | $13.3K | 0.01% | −402−70.8% | Reduced |
| Highline Wealth Partners LLC | 169 | $13.5K | 0.00% | −136−44.6% | Reduced |
| Graney & King, LLC | 172 | $13.8K | 0.01% | +172 | New |
| Retirement Wealth Solutions LLC | 171 | $13.8K | 0.01% | +171 | New |
| Security National Bank | 179 | $14.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 182 | $14.5K | 0.03% | +182 | New |
| Ameriflex Group, Inc. | 161 | $14.7K | 0.01% | +161 | New |
| Transce3nd, LLC | 184 | $14.7K | 0.00% | +184 | New |
| Union Savings Bank | 185 | $14.8K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 191 | $15.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 197 | $15.7K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $16.0K | 0.00% | −200−50.0% | Reduced |
| Front Row Advisors LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 203 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 213 | $17.0K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 215 | $17.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 218 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 222 | $17.7K | 0.01% | +222 | New |
| Tradewinds Capital Management, LLC | 224 | $17.9K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 230 | $18.4K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 235 | $18.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 246 | $19.6K | 0.01% | +246 | New |
| Abound Wealth Management | 246 | $19.7K | 0.01% | −63−20.4% | Reduced |
| Crewe Advisors LLC | 247 | $19.7K | 0.00% | −1,157−82.4% | Reduced |
| Tompkins Financial Corp | 256 | $20.4K | 0.00% | −1,095−81.1% | Reduced |
| Cornerstone Planning Group LLC | 222 | $20.5K | 0.01% | +28+14.4% | Added |
| Missouri Trust & Investment Co | 260 | $20.8K | 0.01% | −245−48.5% | Reduced |
| Wingate Wealth Advisors, Inc. | 260 | $20.8K | 0.02% | +260 | New |
| BankPlus Trust Department | 264 | $21.1K | 0.01% | +264 | New |
| Holos Integrated Wealth LLC | 266 | $21.2K | 0.01% | +266 | New |
| HighMark Wealth Management LLC | 277 | $22.1K | 0.01% | −1,297−82.4% | Reduced |
| Centennial Bank | 284 | $22.7K | 0.01% | −121−29.9% | Reduced |
| NVWM, LLC | 284 | $22.7K | 0.01% | +42+17.4% | Added |
| Park Square Financial Group, LLC | 284 | $22.7K | 0.02% | +284 | New |
| Raffa Wealth Management, LLC | 286 | $22.8K | 0.01% | −2−0.7% | Reduced |
| Canton Hathaway, LLC | 282 | $23.0K | 0.01% | +282 | New |
| New Age Alpha Advisors, LLC | 288 | $23.0K | 0.00% | +98+51.6% | Added |
| Painted Porch Advisors LLC | 288 | $23.0K | 0.01% | +266+1,209.1% | Added |
| Darwin Advisors, LLC | 289 | $23.1K | 0.01% | −11−3.7% | Reduced |
| REAP Financial Group, LLC | 299 | $23.9K | 0.01% | +89+42.4% | Added |
| Delos Wealth Advisors, LLC | 310 | $24.8K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 325 | $26.0K | 0.00% | +325 | New |
| Zions Bancorporation, N.A. | 329 | $26.3K | 0.00% | +109+49.5% | Added |
| Mainstream Capital Management LLC | 329 | $26.3K | 0.02% | +329 | New |
| ROSS\JOHNSON & Associates LLC | 330 | $26.4K | 0.61% | +330 | New |
| Rakuten Securities, Inc. | 333 | $26.6K | 0.01% | +294+753.8% | Added |
| Wood Tarver Financial Group, LLC | 340 | $27.0K | 0.01% | +340 | New |
| Beacon Capital Management, LLC | 343 | $27.4K | 0.00% | −440−56.2% | Reduced |
| Stephens Consulting, LLC | 344 | $27.5K | 0.01% | +204+145.7% | Added |
| SJS Investment Consulting Inc. | 347 | $27.7K | 0.00% | +91+35.5% | Added |
| Wellington Shields Capital Management, LLC | 350 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 376 | $30.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 385 | $30.8K | 0.00% | +385 | New |
| Community Bank, N.A. | 399 | $31.9K | 0.00% | −1−0.3% | Reduced |
| Princeton Global Asset Management LLC | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 400 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 409 | $32.7K | 0.02% | +18+4.6% | Added |
| McIlrath & Eck, LLC | 410 | $32.7K | 0.00% | +172+72.3% | Added |
| Fortitude Family Office, LLC | 415 | $33.1K | 0.01% | +117+39.3% | Added |
| Chapman Financial Group, LLC | 419 | $33.5K | 0.03% | +419 | New |
| Thompson Investment Management, Inc. | 425 | $33.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 425 | $34.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 429 | $34.3K | 0.01% | −301−41.2% | Reduced |
| First Community Trust NA | 439 | $35.1K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 441 | $35.2K | 0.01% | −95−17.7% | Reduced |
| Fiduciary Advisors, Inc. | 453 | $36.2K | 0.04% | +453 | New |
| Frazier Financial Advisors, LLC | 457 | $36.4K | 0.03% | −38−7.7% | Reduced |
| MPWM Advisory Solutions, LLC | 474 | $37.9K | 0.03% | +474 | New |
| CGC Financial Services, LLC | 474 | $37.9K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 475 | $37.9K | 0.00% | +20+4.4% | Added |
| Carolinas Wealth Consulting LLC | 486 | $39.1K | 0.01% | +46+10.5% | Added |
| Lavaca Capital LLC | 492 | $39.3K | 0.02% | +492 | New |
| Dougherty Wealth Advisers LLC | 500 | $39.9K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $39.9K | 0.03% | 00.0% | Unchanged |
| Motco | 500 | $39.9K | 0.00% | +5+1.0% | Added |
| Kieckhefer Group LLC | 500 | $39.9K | 0.02% | +500 | New |
| Chelsea Counsel Co | 500 | $40.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 505 | $40.3K | 0.01% | −184−26.7% | Reduced |
| Castleview Partners, LLC | 506 | $40.6K | 0.02% | −4−0.8% | Reduced |
| Westend Capital Management, LLC | 512 | $40.9K | 0.01% | −58,405−99.1% | Reduced |
| Hartford Financial Management Inc. | 529 | $42.3K | 0.01% | −6−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 477 | $43.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 552 | $44.1K | 0.00% | −39−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 552 | $44.1K | 0.01% | +44+8.7% | Added |
| South State Corp. | 563 | $45.0K | 0.00% | −200−26.2% | Reduced |
| Olistico Wealth, LLC | 571 | $45.6K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 581 | $46.4K | 0.00% | −1,525−72.4% | Reduced |
| Clear Investment Research, LLC | 600 | $47.9K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 600 | $47.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 610 | $48.7K | 0.03% | −11−1.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 628 | $50.2K | 0.02% | 00.0% | Unchanged |