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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 634 | $50.6K | 0.02% | −2−0.3% | Reduced |
| WealthCollab, LLC | 648 | $51.8K | 0.03% | +9+1.4% | Added |
| Riverview Trust Co | 672 | $53.7K | 0.05% | +16+2.4% | Added |
| Modus Advisors, LLC | 688 | $55.0K | 0.02% | +688 | New |
| Key Financial Inc | 694 | $55.4K | 0.01% | −243−25.9% | Reduced |
| Rise Advisors, LLC | 695 | $55.5K | 0.03% | −50−6.7% | Reduced |
| Fourth Dimension Wealth, LLC | 702 | $56.1K | 0.03% | +702 | New |
| WR Wealth Planners, LLC | 704 | $56.2K | 0.02% | +32+4.8% | Added |
| BFSG, LLC | 720 | $57.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 723 | $57.7K | 0.03% | −127−14.9% | Reduced |
| Concord Wealth Partners | 727 | $58.1K | 0.01% | −206−22.1% | Reduced |
| Cranbrook Wealth Management, LLC | 747 | $59.7K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 741 | $59.7K | 0.05% | +741 | New |
| Ramirez Asset Management, Inc. | 750 | $59.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 755 | $60.3K | 0.05% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 803 | $64.2K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 805 | $64.7K | 0.06% | +805 | New |
| Country Trust Bank | 816 | $65.2K | 0.00% | −165−16.8% | Reduced |
| Park Place Capital Corp | 824 | $65.8K | 0.02% | −287−25.8% | Reduced |
| Hopwood Financial Services, Inc. | 850 | $67.9K | 0.05% | +850 | New |
| Flagship Wealth Advisors, LLC | 869 | $69.4K | 0.04% | +869 | New |
| Asset Planning,Inc | 872 | $69.7K | 0.05% | +872 | New |
| Atwood & Palmer Inc | 874 | $69.8K | 0.00% | +21+2.5% | Added |
| Trust Co | 906 | $72.4K | 0.01% | −1−0.1% | Reduced |
| Fairway Wealth LLC | 908 | $72.5K | 0.03% | +908 | New |
| Financial Network Wealth Advisors LLC | 931 | $74.4K | 0.14% | −2,318−71.3% | Reduced |
| Optimum Investment Advisors | 950 | $75.9K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 954 | $76.0K | 0.02% | +53+5.9% | Added |
| GW&K Investment Management, LLC | 964 | $77.0K | 0.00% | +19+2.0% | Added |
| Cetera Trust Company, N.A | 975 | $77.9K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 980 | $78.3K | 0.03% | +29+3.0% | Added |
| Golden State Wealth Management, LLC | 980 | $78.3K | 0.01% | +980 | New |
| Hoese & Co LLP | 991 | $79.2K | 0.07% | −20−2.0% | Reduced |
| S.A. Mason LLC | 993 | $79.3K | 0.04% | +175+21.4% | Added |
| Rosenberg Matthew Hamilton | 996 | $79.6K | 0.02% | +388+63.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,010 | $80.7K | 0.01% | +1,010 | New |
| VisionPoint Advisory Group, LLC | 1,026 | $82.3K | 0.03% | +1,026 | New |
| Empirical Asset Management, LLC | 19,277 | $82.6K | 0.03% | +19,277 | New |
| Medallion Wealth Advisors, LLC | 959 | $82.8K | 0.04% | +959 | New |
| Stephenson National Bank & Trust | 1,065 | $85.1K | 0.03% | +1,007+1,736.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,094 | $87.4K | 0.03% | −45,122−97.6% | Reduced |
| Bogart Wealth, LLC | 1,105 | $88.3K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,112 | $88.8K | 0.02% | +251+29.2% | Added |
| Wintrust Investments LLC | 1,119 | $89.0K | 0.08% | −929−45.4% | Reduced |
| Salem Investment Counselors Inc | 1,103 | $89.0K | 0.00% | −227−17.1% | Reduced |
| Acima Private Wealth, LLC | 1,125 | $89.9K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,130 | $90.3K | 0.06% | −190−14.4% | Reduced |
| First Command Advisory Services, Inc. | 1,135 | $90.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 985 | $91.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,143 | $91.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,232 | $98.4K | 0.04% | +153+14.2% | Added |
| New England Capital Financial Advisors LLC | 1,297 | $103.6K | 0.05% | −6−0.5% | Reduced |
| Principia Wealth Advisory, LLC | 1,317 | $105.2K | 0.10% | +1,317 | New |
| Armstrong Advisory Group, Inc | 1,323 | $105.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,343 | $107.3K | 0.11% | +1,343 | New |
| Northwest Bank & Trust Co | 1,250 | $108.2K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,372 | $109.6K | 0.01% | −661−32.5% | Reduced |
| Smithfield Trust Co | 1,373 | $110.0K | 0.01% | −32−2.3% | Reduced |
| Live Oak Investment Partners | – | $111.6K | 0.09% | – | – |
| MCF Advisors LLC | 1,395 | $111.7K | 0.01% | +259+22.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,445 | $115.4K | 0.04% | +3+0.2% | Added |
| Y.D. More Investments Ltd | 1,449 | $115.7K | 0.01% | +236+19.5% | Added |
| CoreFirst Bank & Trust | 1,460 | $116.6K | 0.07% | −822−36.0% | Reduced |
| State of Wyoming | 1,484 | $118.5K | 0.02% | +1,484 | New |
| Brown, Lisle/Cummings, Inc. | 1,487 | $118.8K | 0.04% | +202+15.7% | Added |
| Whipplewood Advisors, LLC | 1,496 | $119.5K | 0.07% | +1,496 | New |
| Eagle Bay Advisors LLC | 1,489 | $120.0K | 0.08% | −111−6.9% | Reduced |
| SG Americas Securities, LLC | 1,508 | $120.0K | 0.00% | −24,952−94.3% | Reduced |
| WPG Advisers, LLC | 1,573 | $125.6K | 0.12% | +1,573 | New |
| TFC Financial Management | 1,614 | $128.9K | 0.02% | −90−5.3% | Reduced |
| Sachetta, LLC | 1,620 | $129.5K | 0.05% | −146−8.3% | Reduced |
| Arlington Trust Co LLC | 1,657 | $132.4K | 0.03% | +794+92.0% | Added |
| Natixis Investment Managers International | 1,681 | $134.3K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,725 | $137.8K | 0.10% | +300+21.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,738 | $138.8K | 0.09% | −43,282−96.1% | Reduced |
| Versant Capital Management, Inc | 1,788 | $142.8K | 0.03% | +238+15.4% | Added |
| UMA Financial Services, Inc. | 1,795 | $143.3K | 0.02% | +1,795 | New |
| Evermay Wealth Management LLC | 1,785 | $143.7K | 0.02% | −28−1.5% | Reduced |
| Sound Income Strategies, LLC | 1,861 | $148.6K | 0.01% | +168+9.9% | Added |
| Centerpoint Advisors, LLC | 1,875 | $150.0K | 0.05% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,884 | $150.5K | 0.07% | +1,884 | New |
| Loomis Sayles & Co L P | 1,900 | $152.0K | 0.00% | −282−12.9% | Reduced |
| Asset Dedication, LLC | 1,917 | $153.1K | 0.01% | +313+19.5% | Added |
| Silvant Capital Management LLC | 1,932 | $154.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,955 | $156.2K | 0.13% | +58+3.1% | Added |
| Bank of New Hampshire | 1,987 | $158.7K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,999 | $160.3K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,066 | $165.0K | 0.01% | −2,346−53.2% | Reduced |
| Coppell Advisory Solutions LLC | 2,095 | $166.8K | 0.02% | +248+13.4% | Added |
| South Plains Financial, Inc. | 2,100 | $167.7K | 0.13% | +2,100 | New |
| Strategic Investment Solutions, Inc. | 2,099 | $168.4K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,119 | $169.3K | 0.03% | −1,251−37.1% | Reduced |
| ORG Partners LLC | 2,131 | $170.2K | 0.02% | −66−3.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,150 | $171.7K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,190 | $174.9K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,236 | $178.7K | 0.10% | −193−7.9% | Reduced |
| CoreCap Advisors, LLC | 2,244 | $179.3K | 0.01% | +322+16.8% | Added |
| Cromwell Holdings LLC | 2,293 | $183.2K | 0.11% | −611−21.0% | Reduced |
| Clear Street Markets LLC | 2,300 | $183.7K | 0.07% | −3,600−61.0% | Reduced |
| Addison Advisors LLC | 2,379 | $190.0K | 0.05% | −343−12.6% | Reduced |