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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 3,732 | $298.1K | 0.03% | +8+0.2% | Added |
| Stiles Financial Services Inc | 3,739 | $298.9K | 0.11% | −152−3.9% | Reduced |
| Childress Capital Advisors, LLC | 3,766 | $300.8K | 0.08% | −499−11.7% | Reduced |
| Millstone Evans Group, LLC | 3,783 | $302.2K | 0.21% | +3,783 | New |
| Rothschild Capital Partners, LLC | 3,786 | $302.4K | 0.07% | −33,933−90.0% | Reduced |
| Optas, LLC | 3,791 | $302.8K | 0.07% | −103−2.6% | Reduced |
| Delta Financial Group, Inc. | 3,811 | $304.0K | 0.07% | +12+0.3% | Added |
| VeraBank, N.A. | 3,806 | $304.0K | 0.09% | −88−2.3% | Reduced |
| Widmann Financial Services, Inc. | 3,807 | $304.1K | 0.24% | +650+20.6% | Added |
| Caldwell Sutter Capital, Inc. | 3,815 | $304.7K | 0.14% | −68−1.8% | Reduced |
| Arcataur Capital Management LLC | 3,824 | $305.5K | 0.10% | −20−0.5% | Reduced |
| First Interstate Bank | 3,825 | $305.5K | 0.02% | +74+2.0% | Added |
| Virtue Capital Management, LLC | 3,827 | $305.7K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,830 | $305.9K | 0.06% | −33,103−89.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,842 | $306.9K | 0.01% | +303+8.6% | Added |
| Clarius Group, LLC | 3,843 | $307.0K | 0.02% | −5−0.1% | Reduced |
| Cohen & Steers, Inc. | 3,856 | $308.0K | 0.00% | +195+5.3% | Added |
| Provenance Wealth Advisors, LLC | 3,860 | $308.3K | 0.04% | −9,510−71.1% | Reduced |
| David Loasby | 3,823 | $308.4K | 0.03% | +21+0.6% | Added |
| ELCO Management Co., LLC | 3,863 | $308.6K | 0.16% | −50−1.3% | Reduced |
| Maia Wealth LLC | 3,340 | $308.9K | 0.07% | +1,013+43.5% | Added |
| Affiance Financial, LLC | 3,873 | $309.4K | 0.07% | +700+22.1% | Added |
| Callan Capital, LLC | 3,873 | $309.4K | 0.02% | +701+22.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,875 | $309.5K | 0.05% | +55+1.4% | Added |
| Austin Private Wealth, LLC | 3,876 | $309.6K | 0.03% | +759+24.4% | Added |
| Pines Wealth Management, LLC | 3,848 | $310.4K | 0.14% | +3,848 | New |
| Hedges Asset Management LLC | 3,900 | $311.5K | 0.21% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 3,909 | $312.3K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,201 | $313.3K | 0.18% | +342+8.9% | Added |
| Creekside Partners | 3,941 | $314.8K | 0.16% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,959 | $316.2K | 0.26% | −256−6.1% | Reduced |
| Breed's Hill Capital LLC | 3,970 | $317.1K | 0.17% | +781+24.5% | Added |
| Frank, Rimerman Advisors LLC | 3,978 | $317.8K | 0.02% | −11,805−74.8% | Reduced |
| Modera Wealth Management, LLC | 3,981 | $318.0K | 0.00% | +760+23.6% | Added |
| First City Capital Management, Inc. | 3,998 | $319.4K | 0.17% | −125−3.0% | Reduced |
| Northwest Financial Advisors | 4,008 | $320.2K | 0.26% | +20.0% | Added |
| ASB Consultores, LLC | 4,018 | $321.0K | 0.13% | +1,682+72.0% | Added |
| Peoples Financial Services Corp. | 4,025 | $321.5K | 0.15% | −355−8.1% | Reduced |
| Flow Traders U.S. LLC | 4,029 | $322.0K | 0.01% | +4,029 | New |
| Nwam LLC | 4,031 | $322.0K | 0.02% | −531−11.6% | Reduced |
| InTrack Investment Management Inc | 3,778 | $322.1K | 0.22% | −3,097−45.0% | Reduced |
| Flavin Financial Services, Inc. | 4,052 | $323.6K | 0.31% | +4,052 | New |
| Vermillion Wealth Management, Inc. | 4,053 | $323.8K | 0.17% | +4,053 | New |
| Bollard Group LLC | 4,060 | $324.0K | 0.01% | −2,969−42.2% | Reduced |
| Forza Wealth Management, LLC | 4,064 | $324.6K | 0.15% | +403+11.0% | Added |
| Harbour Trust & Investment Management Co | 4,070 | $325.1K | 0.04% | −278−6.4% | Reduced |
| Holistic Financial Partners | 4,087 | $326.5K | 0.16% | +151+3.8% | Added |
| Wealth Alliance | 4,095 | $327.1K | 0.04% | −688−14.4% | Reduced |
| FLC Capital Advisors | 4,109 | $328.2K | 0.08% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,117 | $329.0K | 0.15% | −97−2.3% | Reduced |
| Raleigh Capital Management Inc. | 4,128 | $329.7K | 0.13% | −64−1.5% | Reduced |
| Brass Tax Wealth Management, Inc | 4,133 | $330.1K | 0.07% | +149+3.7% | Added |
| BSW Wealth Partners | 4,142 | $330.9K | 0.05% | −588−12.4% | Reduced |
| DRW Securities, LLC | 4,166 | $332.8K | 0.02% | −2,122−33.7% | Reduced |
| Camden Capital, LLC | 4,168 | $333.0K | 0.04% | +95+2.3% | Added |
| Alta Advisers Ltd | 4,185 | $334.3K | 0.21% | +685+19.6% | Added |
| Agf Management Ltd | 4,196 | $335.2K | 0.00% | +4,196 | New |
| Twin Lakes Capital Management, LLC | 4,205 | $335.9K | 0.22% | −81−1.9% | Reduced |
| Register Financial Advisors LLC | 4,210 | $336.3K | 0.17% | +100+2.4% | Added |
| InvesTrust | 4,230 | $336.8K | 0.09% | +4,230 | New |
| Hall Capital Management Co Inc | 4,218 | $336.9K | 0.16% | +4,218 | New |
| Guardian Wealth Advisors, LLC | 4,220 | $337.1K | 0.22% | +521+14.1% | Added |
| Red Door Wealth Management, LLC | 4,225 | $337.5K | 0.05% | +512+13.8% | Added |
| BlueStem Wealth Partners, LLC | 4,273 | $341.3K | 0.04% | +4,273 | New |
| Poinciana Advisors Group, LLC | 4,274 | $341.4K | 0.35% | +4,274 | New |
| Winton Group Ltd | 4,279 | $341.8K | 0.02% | +4,279 | New |
| Prestige Wealth Management Group LLC | 4,265 | $343.7K | 0.07% | −3,257−43.3% | Reduced |
| Wynn Capital, LLC | 4,318 | $344.9K | 0.22% | +397+10.1% | Added |
| Evoke Wealth, LLC | 4,281 | $345.1K | 0.01% | +4,281 | New |
| Alliance Wealth Advisors, LLC | 4,328 | $345.7K | 0.20% | −29−0.7% | Reduced |
| Precision Wealth Strategies, LLC | 4,335 | $346.3K | 0.27% | +594+15.9% | Added |
| KPP Advisory Services LLC | 4,336 | $346.4K | 0.08% | −68−1.5% | Reduced |
| Jeppson Wealth Management, LLC | 4,347 | $347.2K | 0.13% | −15−0.3% | Reduced |
| Aviance Capital Partners, LLC | 4,376 | $349.6K | 0.05% | +396+9.9% | Added |
| Greenfield Savings Bank | 4,408 | $352.1K | 0.17% | −478−9.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,408 | $352.1K | 0.01% | +1,095+33.1% | Added |
| Simplicity Wealth,LLC | 4,410 | $352.3K | 0.07% | −12,266−73.6% | Reduced |
| Portfolio Design Labs, LLC | 4,422 | $353.2K | 0.07% | +1,781+67.4% | Added |
| Baker Avenue Asset Management, LP | 4,422 | $353.2K | 0.01% | +338+8.3% | Added |
| Nautilus Advisors LLC | 4,435 | $354.3K | 0.28% | +4,435 | New |
| Indiana Trust & Investment Management CO | 4,440 | $354.7K | 0.12% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,445 | $355.1K | 0.07% | −140−3.1% | Reduced |
| Empower Advisory Group, LLC | 4,447 | $355.2K | 0.00% | +231+5.5% | Added |
| Accurate Wealth Management, LLC | 4,421 | $356.9K | 0.07% | +159+3.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $358.7K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,492 | $358.8K | 0.05% | −816−15.4% | Reduced |
| Advyzon Investment Management, LLC | 4,497 | $359.2K | 0.14% | +4,497 | New |
| Garrett Wealth Advisory Group, LLC | 4,503 | $359.7K | 0.08% | −38−0.8% | Reduced |
| Westpac Banking Corp | 4,504 | $359.8K | 0.02% | −111−2.4% | Reduced |
| MFA Wealth Services | 4,513 | $360.5K | 0.29% | +4,513 | New |
| Community Financial Services Group, LLC | 4,520 | $361.1K | 0.07% | −3,890−46.3% | Reduced |
| TigerOak Management, L.L.C. | 4,524 | $361.4K | 0.13% | +4,524 | New |
| US Asset Management LLC | 4,527 | $362.0K | 0.32% | −213−4.5% | Reduced |
| Apriem Advisors | 4,569 | $365.0K | 0.04% | −1,237−21.3% | Reduced |
| Legacy Advisory Services, LLC | 4,584 | $366.3K | 0.31% | −10.0% | Reduced |
| Balanced Rock Investment Advisor | 4,586 | $366.3K | 0.29% | −623−12.0% | Reduced |
| Chicago Capital, LLC | 4,600 | $367.5K | 0.01% | +1,340+41.1% | Added |
| Oddo BHF Asset Management SAS | 4,605 | $367.8K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,613 | $368.4K | 0.11% | +1,455+46.1% | Added |
| Integral Investment Advisors, Inc. | 4,627 | $369.6K | 0.12% | −5−0.1% | Reduced |