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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 2,400 | $191.0K | 0.10% | −1,400−36.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,400 | $191.7K | 0.01% | +980+69.0% | Added |
| Financially Speaking Inc | 2,468 | $197.1K | 0.13% | +2,468 | New |
| JFS Wealth Advisors, LLC | 2,488 | $198.7K | 0.01% | +105+4.4% | Added |
| Central Pacific Bank - Trust Division | 2,500 | $199.7K | 0.03% | +89+3.7% | Added |
| ORG Wealth Partners, LLC | 2,506 | $200.2K | 0.06% | −88−3.4% | Reduced |
| Peddock Capital Advisors, LLC | 2,507 | $200.3K | 0.05% | +2,507 | New |
| Brucke Financial, Inc. | 2,207 | $200.4K | 0.17% | +2,207 | New |
| Rainier Family Wealth Inc | 2,513 | $200.7K | 0.24% | +2,513 | New |
| Weatherly Asset Management L. P. | 2,494 | $200.7K | 0.02% | −59−2.3% | Reduced |
| Mather Group, LLC. | 2,517 | $201.0K | 0.00% | +167+7.1% | Added |
| Intergy Private Wealth, LLC | 2,527 | $201.9K | 0.08% | +2,527 | New |
| Keystone Financial Group | 2,529 | $202.0K | 0.02% | +70+2.8% | Added |
| Northstar Group, Inc. | 2,540 | $202.9K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,541 | $203.0K | 0.02% | −79−3.0% | Reduced |
| Saxony Capital Management, LLC | 2,548 | $203.5K | 0.18% | −49−1.9% | Reduced |
| Diametric Capital, LP | 2,557 | $204.3K | 0.14% | −7,178−73.7% | Reduced |
| STAR Financial Bank | 2,566 | $205.0K | 0.15% | −509−16.6% | Reduced |
| Keel Point, LLC | 2,566 | $205.0K | 0.02% | +2,566 | New |
| Balboa Wealth Partners | 2,567 | $205.0K | 0.05% | −88−3.3% | Reduced |
| Seven Mile Advisory | 2,591 | $207.0K | 0.13% | +333+14.7% | Added |
| Gries Financial LLC | 2,594 | $207.2K | 0.04% | +2,594 | New |
| Means Investment Co., Inc. | 2,595 | $207.3K | 0.02% | +4+0.2% | Added |
| Kirtland Hills Capital Management, LLC | 2,597 | $207.4K | 0.13% | −480−15.6% | Reduced |
| Pointe Capital Management LLC | 2,601 | $207.8K | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,602 | $209.8K | 0.01% | +2,602 | New |
| MidWestOne Financial Group, Inc. | 2,638 | $210.7K | 0.03% | +8+0.3% | Added |
| Convergence Financial, LLC | 2,640 | $210.9K | 0.04% | −243−8.4% | Reduced |
| Alpha Financial Partners, LLC | 2,642 | $211.0K | 0.17% | +2,642 | New |
| Wedge Capital Management L L P | 2,651 | $211.8K | 0.00% | 00.0% | Unchanged |
| TL Private Wealth | 2,481 | $211.9K | 0.09% | +24+1.0% | Added |
| Fortress Private Ledger, LLC | 2,653 | $211.9K | 0.13% | +2,653 | New |
| Secured Retirement Advisors, LLC | 2,659 | $212.4K | 0.12% | +58+2.2% | Added |
| PFG Advisors | 2,673 | $213.5K | 0.01% | +208+8.4% | Added |
| First Citizens Financial Corp | 2,676 | $213.8K | 0.12% | −200−7.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,401 | $214.3K | 0.01% | −1,837−43.3% | Reduced |
| Coastline Trust Co | 2,690 | $214.9K | 0.03% | −60−2.2% | Reduced |
| Allred Capital Management, LLC | 2,704 | $216.0K | 0.08% | +2,704 | New |
| Woodward Diversified Capital, LLC | 2,705 | $216.1K | 0.16% | −2,086−43.5% | Reduced |
| Bank & Trust Co | 2,716 | $217.0K | 0.18% | −292−9.7% | Reduced |
| KFG Wealth Management, LLC | 2,725 | $217.7K | 0.04% | +141+5.5% | Added |
| Madden Securities Corp | 2,735 | $218.5K | 0.09% | +300+12.3% | Added |
| Beaton Management Co. Inc. | 2,738 | $219.0K | 0.11% | −114−4.0% | Reduced |
| Hardy Reed LLC | 2,743 | $219.1K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2,743 | $219.1K | 0.18% | +2,743 | New |
| White Lighthouse Investment Management Inc. | 2,751 | $219.8K | 0.04% | +33+1.2% | Added |
| Zullo Investment Group, Inc. | 2,758 | $220.3K | 0.09% | −26−0.9% | Reduced |
| AMG National Trust Bank | 2,760 | $220.5K | 0.01% | +265+10.6% | Added |
| Summit Financial Strategies, Inc. | 2,769 | $221.2K | 0.02% | +17+0.6% | Added |
| Triad Wealth Partners, LLC | 2,773 | $221.5K | 0.08% | +2,773 | New |
| Endowment Wealth Management, Inc. | 2,773 | $221.5K | 0.15% | +375+15.6% | Added |
| Carnegie Capital Asset Management, LLC | 2,784 | $222.4K | 0.01% | −955−25.5% | Reduced |
| Aspen Wealth Strategies, LLC | 2,785 | $222.5K | 0.14% | −102−3.5% | Reduced |
| USA Financial Portformulas Corp | 2,807 | $224.2K | 0.04% | +150+5.6% | Added |
| Stanley-Laman Group, Ltd. | 2,816 | $224.9K | 0.03% | −6−0.2% | Reduced |
| Montecito Bank & Trust | 2,816 | $224.9K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,822 | $225.4K | 0.03% | −78−2.7% | Reduced |
| Dynasty Wealth Management, LLC | 2,831 | $226.2K | 0.00% | +2,831 | New |
| Keyvantage Wealth, LLC | 2,838 | $226.7K | 0.16% | +2,838 | New |
| Tempus Wealth Planning, LLC | 2,840 | $226.8K | 0.07% | −24−0.8% | Reduced |
| One Capital Management, LLC | 2,854 | $228.0K | 0.01% | +30+1.1% | Added |
| Blue Barn Wealth, LLC | 2,854 | $228.0K | 0.12% | −528−15.6% | Reduced |
| Element Wealth, LLC | 2,857 | $228.2K | 0.12% | +4+0.1% | Added |
| Berkshire Bank | 2,858 | $228.3K | 0.05% | +92+3.3% | Added |
| Old North State Trust, LLC | 2,864 | $229.0K | 0.15% | −149−4.9% | Reduced |
| Mills Wealth Advisors LLC | 2,862 | $229.2K | 0.13% | −39−1.3% | Reduced |
| IFC Advisors LLC | 2,873 | $229.5K | 0.05% | +2,873 | New |
| Morey & Quinn Wealth Partners, LLC | 2,873 | $229.5K | 0.19% | +2,873 | New |
| Profit Investment Management, LLC | 2,885 | $230.5K | 0.18% | −292−9.2% | Reduced |
| Harfst & Associates, Inc. | 2,890 | $230.9K | 0.05% | −1,913−39.8% | Reduced |
| Henry James International Management, Inc. | 2,893 | $231.1K | 0.08% | −2−0.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,897 | $231.4K | 0.01% | −651−18.3% | Reduced |
| Hickory Asset Management, Inc. | 2,902 | $231.8K | 0.20% | +2,902 | New |
| Legal Advantage Investments, Inc. | 2,906 | $232.1K | 0.12% | +360+14.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,908 | $232.3K | 0.12% | +100+3.6% | Added |
| Good Life Advisors, LLC | 2,909 | $232.4K | 0.02% | −961−24.8% | Reduced |
| Dempze Nancy E | 2,916 | $232.9K | 0.13% | −4,227−59.2% | Reduced |
| Signet Financial Management, LLC | 2,917 | $233.0K | 0.03% | −360−11.0% | Reduced |
| jvl associates llc | 2,919 | $233.2K | 0.09% | −263−8.3% | Reduced |
| Uhlmann Price Securities, LLC | 2,920 | $233.2K | 0.18% | +2,920 | New |
| Baker Tilly Wealth Management, LLC | 2,921 | $233.3K | 0.09% | −732−20.0% | Reduced |
| TCP Asset Management, LLC | 2,922 | $233.4K | 0.05% | 00.0% | Unchanged |
| Delaney Dennis R | 2,925 | $233.6K | 0.12% | −15,580−84.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,926 | $233.7K | 0.09% | −1,826−38.4% | Reduced |
| Thomasville National Bank | 2,926 | $233.7K | 0.02% | −603−17.1% | Reduced |
| Exchange Bank | 2,952 | $235.8K | 0.19% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,968 | $237.1K | 0.04% | +100+3.5% | Added |
| Riverbend Wealth Management, LLC | 2,955 | $237.3K | 0.21% | +2,955 | New |
| North Star Investment Management Corp. | 2,972 | $237.4K | 0.02% | −1,479−33.2% | Reduced |
| Hardin Capital Partners, LLC | 2,972 | $237.4K | 0.14% | +93+3.2% | Added |
| WMS Partners, LLC | 2,976 | $237.7K | 0.01% | +336+12.7% | Added |
| Copperleaf Capital, LLC | 2,976 | $237.7K | 0.15% | +2,976 | New |
| Essex Savings Bank | 2,982 | $238.2K | 0.06% | −247−7.6% | Reduced |
| Petros Family Wealth, LLC | 2,984 | $238.4K | 0.26% | +2,984 | New |
| Marex Group plc | 2,989 | $238.8K | 0.00% | −62−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,989 | $238.8K | 0.12% | +139+4.9% | Added |
| Cornerstone Advisory, LLC | 2,575 | $239.0K | 0.03% | −773−23.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $239.6K | 0.04% | +3,000 | New |
| Nilsine Partners, LLC | 3,009 | $240.4K | 0.03% | +3,009 | New |
| Barlow Wealth Partners, Inc. | 2,827 | $241.4K | 0.03% | 00.0% | Unchanged |