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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 3,024 | $241.6K | 0.03% | −317−9.5% | Reduced |
| Cobblestone Capital Advisors LLC | 3,027 | $241.8K | 0.01% | −262−8.0% | Reduced |
| Forefront Analytics, LLC | 3,077 | $245.9K | 0.11% | +754+32.5% | Added |
| Angeles Wealth Management, LLC | 3,085 | $246.4K | 0.02% | +822+36.3% | Added |
| Foguth Wealth Management, LLC. | 2,742 | $247.3K | 0.06% | −299−9.8% | Reduced |
| Keebeck Alpha, LP | 3,110 | $248.4K | 0.26% | +3,110 | New |
| Smith Shellnut Wilson LLC | 3,123 | $249.5K | 0.11% | +20+0.6% | Added |
| Relyea Zuckerberg Hanson LLC | 3,124 | $249.5K | 0.03% | +372+13.5% | Added |
| Aspetuck Financial Management LLC | 3,125 | $249.6K | 0.19% | +3,125 | New |
| WealthPlan Investment Management, LLC | 3,127 | $249.8K | 0.02% | −333−9.6% | Reduced |
| CNB Bank | 3,136 | $250.5K | 0.12% | −799−20.3% | Reduced |
| Renasant Bank | 3,149 | $251.5K | 0.16% | −521−14.2% | Reduced |
| Bank of Hawaii | 3,149 | $251.5K | 0.01% | +175+5.9% | Added |
| Maple Capital Management, Inc. | 3,180 | $254.0K | 0.02% | −385−10.8% | Reduced |
| BKD Wealth Advisors, LLC | 3,207 | $256.2K | 0.01% | +624+24.2% | Added |
| Sunbelt Securities, Inc. | 3,219 | $256.3K | 0.02% | −97−2.9% | Reduced |
| Bank of Jackson Hole Trust | 3,210 | $256.4K | 0.17% | +3,210 | New |
| Bright Futures Wealth Management, LLC. | 2,811 | $256.9K | 0.23% | −693−19.8% | Reduced |
| Triangle Securities Wealth Management | 3,230 | $258.0K | 0.07% | −952−22.8% | Reduced |
| Brightwater Advisory LLC | 3,241 | $259.0K | 0.20% | +2,597+403.3% | Added |
| Mystic Asset Management, Inc. | 3,244 | $259.2K | 0.07% | +3,244 | New |
| Okabena Investment Services Inc | 3,248 | $259.4K | 0.07% | −448−12.1% | Reduced |
| Game Creek Capital, LP | 3,250 | $259.6K | 0.14% | −250−7.1% | Reduced |
| Perritt Capital Management Inc | 3,265 | $260.8K | 0.14% | +33+1.0% | Added |
| Roxbury Financial LLC | 3,023 | $261.7K | 0.25% | +3,023 | New |
| 49 Wealth Management, LLC | 3,276 | $261.7K | 0.04% | −719−18.0% | Reduced |
| Wealth Management Strategies, Inc. | 3,280 | $262.0K | 0.20% | +3,280 | New |
| Formidable Asset Management, LLC | 3,303 | $263.8K | 0.04% | −1,816−35.5% | Reduced |
| AXS Investments LLC | 3,310 | $264.4K | 0.07% | −15,227−82.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,323 | $265.4K | 0.08% | −63−1.9% | Reduced |
| Certior Financial Group, LLC | 3,328 | $265.8K | 0.24% | +3,328 | New |
| Prelude Capital Management, LLC | 3,337 | $266.6K | 0.02% | −744−18.2% | Reduced |
| Global Trust Asset Management, LLC | 3,342 | $267.0K | 0.10% | −323−8.8% | Reduced |
| Penserra Capital Management LLC | 3,357 | $267.0K | 0.00% | +3,249+3,008.3% | Added |
| GK Wealth Management LLC | 3,344 | $267.1K | 0.34% | +3,344 | New |
| Aegis Wealth Management LLC | 3,354 | $267.9K | 0.18% | +3,354 | New |
| Gilliland Jeter Wealth Management LLC | 3,357 | $268.2K | 0.09% | −14−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,357 | $268.2K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,371 | $269.3K | 0.02% | +453+15.5% | Added |
| Capital Advisors, Ltd. LLC | 3,384 | $270.0K | 0.03% | +199+6.2% | Added |
| Guyasuta Investment Advisors Inc | 3,381 | $270.1K | 0.02% | −253−7.0% | Reduced |
| Parkside Investments, LLC | 3,394 | $271.1K | 0.04% | −300−8.1% | Reduced |
| Alpha Omega Wealth Management LLC | 3,395 | $271.2K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 3,398 | $271.4K | 0.26% | +28+0.8% | Added |
| CFO4Life Group, LLC | 3,403 | $271.8K | 0.05% | −95−2.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,382 | $272.3K | 0.03% | −36−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 3,412 | $272.6K | 0.09% | −362−9.6% | Reduced |
| Sylvest Advisors, LLC | 3,413 | $272.6K | 0.17% | +3,413 | New |
| Worth Financial Advisory Group, LLC | 3,200 | $272.7K | 0.17% | +3,200 | New |
| Riverbridge Partners LLC | 3,415 | $272.8K | 0.00% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 3,420 | $273.0K | 0.20% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 3,422 | $273.3K | 0.10% | +3,422 | New |
| Magnus Financial Group LLC | 3,433 | $274.3K | 0.03% | +497+16.9% | Added |
| Juncture Wealth Strategies, LLC | 3,466 | $276.9K | 0.10% | −167−4.6% | Reduced |
| Bridgefront Capital, LLC | 3,469 | $277.1K | 0.09% | +3,469 | New |
| MMBG Investment Advisors Co. | 3,480 | $278.0K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3,451 | $278.1K | 0.14% | +7+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 3,488 | $278.6K | 0.03% | −207−5.6% | Reduced |
| Keebeck Wealth Management, LLC | 3,464 | $279.0K | 0.04% | +233+7.2% | Added |
| Sivia Capital Partners, LLC | 3,504 | $279.9K | 0.14% | +1,161+49.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,506 | $280.1K | 0.01% | +3,506 | New |
| Fiduciary Financial Group, LLC | 3,484 | $281.0K | 0.06% | −54−1.5% | Reduced |
| Centurion Wealth Management LLC | 3,521 | $281.3K | 0.09% | +54+1.6% | Added |
| Cape Investment Advisory, Inc. | 3,528 | $281.8K | 0.11% | +286+8.8% | Added |
| Dakota Community Bank & Trust NA | 3,537 | $282.5K | 1.34% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,556 | $284.1K | 0.05% | +456+14.7% | Added |
| DMG Group, LLC | 3,559 | $284.3K | 0.23% | −1,961−35.5% | Reduced |
| Quantum Private Wealth, LLC | 3,560 | $284.4K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,143 | $284.5K | 0.03% | +720+29.7% | Added |
| PrairieView Partners, LLC | 3,573 | $285.0K | 0.03% | −394−9.9% | Reduced |
| Secure Asset Management, LLC | 3,568 | $285.0K | 0.04% | +3,568 | New |
| Carmel Capital Partners, LLC | 3,570 | $285.2K | 0.11% | +400+12.6% | Added |
| Park Edge Advisors, LLC | 3,575 | $285.6K | 0.08% | −700−16.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,172 | $285.6K | 0.12% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,585 | $286.3K | 0.07% | +67+1.9% | Added |
| OneAscent Financial Services LLC | 3,597 | $287.0K | 0.02% | +527+17.2% | Added |
| Clear Creek Financial Management, LLC | 3,595 | $287.2K | 0.03% | +484+15.6% | Added |
| First Financial Bank - Trust Division | 3,598 | $287.4K | 0.03% | −784−17.9% | Reduced |
| Powers Advisory Group, LLC | 3,602 | $287.7K | 0.14% | 00.0% | Unchanged |
| Moment Partners, LLC | 3,602 | $287.7K | 0.05% | +3,602 | New |
| Boyd Watterson Asset Management LLC | 3,611 | $288.4K | 0.08% | −37−1.0% | Reduced |
| Alpha Family Trust | 3,620 | $289.2K | 0.16% | 00.0% | Unchanged |
| Broderick Brian C | 3,621 | $289.2K | 0.06% | −25,512−87.6% | Reduced |
| Severin Investments, LLC | 3,628 | $289.8K | 0.29% | +3,628 | New |
| West Family Investments, Inc. | 3,629 | $289.9K | 0.10% | −186−4.9% | Reduced |
| Umpqua Bank | 3,401 | $289.9K | 0.10% | +327+10.6% | Added |
| MBA Advisors LLC | 3,631 | $290.0K | 0.15% | −915−20.1% | Reduced |
| Kathmere Capital Management, LLC | 3,641 | $290.8K | 0.03% | +3,641 | New |
| Natural Investments, LLC | 3,644 | $291.0K | 0.08% | +3,644 | New |
| Sage Private Wealth Group, LLC | 3,649 | $291.6K | 0.22% | −59−1.6% | Reduced |
| New Wave Wealth Advisors LLC | 3,650 | $291.6K | 0.12% | −665−15.4% | Reduced |
| Argentarii, LLC | 3,670 | $293.2K | 0.15% | +3,670 | New |
| Signature Estate & Investment Advisors LLC | 3,671 | $293.2K | 0.01% | −518−12.4% | Reduced |
| Quadrant Capital Group LLC | 3,677 | $293.9K | 0.02% | −97−2.6% | Reduced |
| Signal Advisors Wealth, LLC | 3,652 | $294.3K | 0.03% | −394−9.7% | Reduced |
| Family Legacy, Inc. | 3,568 | $295.0K | 0.10% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,707 | $296.1K | 0.07% | −1,580−29.9% | Reduced |
| Meridian Wealth Advisors, LLC | 3,719 | $297.1K | 0.05% | −133−3.5% | Reduced |
| Apeiron RIA LLC | 3,724 | $297.5K | 0.08% | +1,084+41.1% | Added |
| Excalibur Management Corp | 3,728 | $297.8K | 0.12% | +10.0% | Added |