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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 5,915 | $472.5K | 0.37% | −250−4.1% | Reduced |
| Avestar Capital, LLC | 5,928 | $473.8K | 0.04% | +815+15.9% | Added |
| DecisionMap Wealth Management, LLC | 5,933 | $473.9K | 0.38% | +5,933 | New |
| Wealthspire Advisors, LLC | 5,934 | $474.0K | 0.00% | −4,059−40.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,946 | $475.0K | 0.10% | −244−3.9% | Reduced |
| First PREMIER Bank | 5,952 | $475.0K | 0.12% | −465−7.2% | Reduced |
| Bray Capital Advisors | 5,949 | $475.2K | 0.13% | −1,815−23.4% | Reduced |
| ABLE Financial Group, LLC | 6,000 | $479.3K | 0.14% | −586−8.9% | Reduced |
| Clough Capital Partners L P | 6,000 | $479.3K | 0.05% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 6,040 | $482.5K | 0.47% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6,084 | $486.0K | 0.28% | +1,200+24.6% | Added |
| Kingswood Wealth Advisors, LLC | 6,090 | $486.5K | 0.04% | −8,952−59.5% | Reduced |
| Peapack Gladstone Financial Corp | 6,118 | $489.0K | 0.01% | −2,831−31.6% | Reduced |
| White Pine Capital LLC | 6,133 | $489.9K | 0.17% | −266−4.2% | Reduced |
| Bryce Point Capital, LLC | 6,134 | $490.0K | 0.14% | +6,134 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,146 | $490.9K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,152 | $491.4K | 0.19% | −432−6.6% | Reduced |
| Evelyn Partners Investment Management LLP | 6,181 | $493.7K | 0.02% | +6,181 | New |
| Checchi Capital Advisers, LLC | 6,184 | $494.0K | 0.04% | −97−1.5% | Reduced |
| General Partner, Inc. | 6,199 | $495.2K | 0.30% | −58−0.9% | Reduced |
| EPG Wealth Management LLC | 6,215 | $496.5K | 0.13% | −38−0.6% | Reduced |
| Vicus Capital | 6,231 | $497.7K | 0.04% | −187−2.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,235 | $498.0K | 0.19% | −1,979−24.1% | Reduced |
| Centaurus Financial, Inc. | 6,231 | $498.0K | 0.03% | −42−0.7% | Reduced |
| Financial Management Professionals, Inc. | 6,262 | $500.2K | 0.06% | +1,446+30.0% | Added |
| City State Bank | 6,285 | $502.0K | 0.18% | −333−5.0% | Reduced |
| Coastwise Capital Group, LLC | 6,300 | $503.2K | 0.40% | −200−3.1% | Reduced |
| Westhampton Capital, LLC | 6,325 | $505.2K | 0.26% | −200−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,296 | $507.3K | 0.02% | +272+4.5% | Added |
| Stonegate Investment Group, LLC | 6,354 | $507.6K | 0.01% | −9−0.1% | Reduced |
| Prudent Man Advisors, LLC | 6,357 | $507.8K | 0.18% | −1,035−14.0% | Reduced |
| Venturi Wealth Management, LLC | 6,374 | $509.2K | 0.03% | +4,123+183.2% | Added |
| Midland Wealth Advisors LLC | 6,377 | $509.4K | 0.03% | −55−0.9% | Reduced |
| Clark & Stuart, Inc | 6,327 | $509.5K | 0.37% | +6,327 | New |
| Long Road Investment Counsel, LLC | 6,400 | $511.0K | 0.21% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,408 | $511.9K | 0.05% | +115+1.8% | Added |
| Spirepoint Private Client, LLC | 6,424 | $513.2K | 0.06% | −34,733−84.4% | Reduced |
| Everpar Advisors LLC | 6,427 | $513.4K | 0.26% | +228+3.7% | Added |
| Kennebec Savings Bank | 6,285 | $514.0K | 0.52% | −821−11.6% | Reduced |
| Trustco Bank Corp N Y | 6,442 | $514.6K | 0.55% | −150−2.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,448 | $515.1K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Designers | 6,465 | $516.4K | 0.03% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 6,470 | $516.8K | 0.33% | +1,242+23.8% | Added |
| Parkside Financial Bank & Trust | 6,472 | $517.0K | 0.07% | −59−0.9% | Reduced |
| United Community Bank | 6,497 | $519.0K | 0.20% | −736−10.2% | Reduced |
| Crestwood Advisors Group LLC | 6,524 | $521.1K | 0.01% | −565−8.0% | Reduced |
| 1620 Investment Advisors, Inc. | 6,530 | $521.6K | 0.40% | +288+4.6% | Added |
| Crumly & Associates Inc. | 6,533 | $521.9K | 0.14% | +397+6.5% | Added |
| Stratos Wealth Advisors, LLC | 6,562 | $524.2K | 0.03% | −5,844−47.1% | Reduced |
| Global View Capital Management LLC | 6,566 | $526.7K | 0.18% | +6,566 | New |
| Intrust Bank NA | 6,612 | $528.2K | 0.05% | −37−0.6% | Reduced |
| Beta Wealth Group, Inc. | 6,618 | $528.7K | 0.23% | −300−4.3% | Reduced |
| Keystone Financial Services | 6,630 | $529.6K | 0.20% | +494+8.1% | Added |
| Kiker Wealth Management, LLC | 6,631 | $529.7K | 0.43% | +6,631 | New |
| Rogco, LP | 6,633 | $529.8K | 0.22% | +61+0.9% | Added |
| Kestra Investment Management, LLC | 6,664 | $532.3K | 0.02% | +705+11.8% | Added |
| Mayflower Financial Advisors, LLC | 6,675 | $533.2K | 0.08% | −133−2.0% | Reduced |
| Titleist Asset Management, LLC | 6,677 | $533.4K | 0.06% | −1,390−17.2% | Reduced |
| Hunter Associates Investment Management LLC | 6,673 | $535.0K | 0.08% | −586−8.1% | Reduced |
| MJP Associates Inc | 6,751 | $539.3K | 0.10% | +6,751 | New |
| Bank of Stockton | 6,761 | $540.1K | 0.16% | −490−6.8% | Reduced |
| Alteri Wealth LLC | 6,793 | $542.6K | 0.15% | +6,793 | New |
| Continuum Advisory, LLC | 6,800 | $543.2K | 0.07% | +576+9.3% | Added |
| Trilogy Capital Inc. | 6,822 | $544.9K | 0.03% | +2,740+67.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,805 | $548.3K | 0.01% | −2,472−26.6% | Reduced |
| Journey Advisory Group, LLC | 6,967 | $548.4K | 0.07% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 6,865 | $548.4K | 0.16% | −50−0.7% | Reduced |
| Cypress Capital Group | 6,874 | $549.1K | 0.07% | −5,599−44.9% | Reduced |
| Aaron Wealth Advisors | 6,878 | $549.4K | 0.06% | +305+4.6% | Added |
| Americana Partners, LLC | 6,884 | $549.9K | 0.02% | +379+5.8% | Added |
| Martin & Co Inc | 6,893 | $550.6K | 0.14% | −284−4.0% | Reduced |
| Biltmore Wealth Management, LLC | 6,898 | $551.0K | 0.23% | −27−0.4% | Reduced |
| Eisler Capital Management Ltd. | 6,875 | $551.5K | 0.02% | +6,875 | New |
| Graypoint LLC | 6,934 | $553.9K | 0.03% | +490+7.6% | Added |
| WBI Investments | 6,936 | $554.0K | 0.14% | +680+10.9% | Added |
| Clark Wealth Partners | 6,936 | $554.0K | 0.43% | +6,936 | New |
| Schechter Investment Advisors, LLC | 6,942 | $554.5K | 0.04% | +2,252+48.0% | Added |
| Waters Parkerson & Co., LLC | 6,953 | $555.4K | 0.03% | +1,750+33.6% | Added |
| Patrick M Sweeney & Associates, Inc | 6,954 | $555.5K | 0.42% | +455+7.0% | Added |
| Cypress Wealth Services, LLC | 6,976 | $557.2K | 0.11% | +431+6.6% | Added |
| Gen-Wealth Partners Inc | 6,977 | $557.3K | 0.24% | +168+2.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,000 | $559.2K | 0.08% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 7,065 | $564.4K | 0.52% | +7,065 | New |
| Spirit of America Management Corp | 7,069 | $564.7K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 7,071 | $564.8K | 0.00% | +330+4.9% | Added |
| Angeles Investment Advisors, LLC | 7,057 | $566.2K | 0.03% | −380−5.1% | Reduced |
| E Fund Management Co., Ltd. | 7,132 | $569.7K | 0.03% | +3,202+81.5% | Added |
| Cahill Financial Advisors Inc | 7,134 | $569.9K | 0.08% | +1,654+30.2% | Added |
| CX Institutional | 7,134 | $569.9K | 0.02% | −156−2.1% | Reduced |
| United Advisor Group, LLC | 7,136 | $570.1K | 0.11% | +623+9.6% | Added |
| W.H. Cornerstone Investments Inc. | 7,146 | $570.8K | 0.38% | +3,629+103.2% | Added |
| Avantax Planning Partners, Inc. | 7,147 | $570.9K | 0.02% | −20−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 7,187 | $574.1K | 0.06% | −2,113−22.7% | Reduced |
| Nemes Rush Group LLC | 7,188 | $574.2K | 0.07% | −5,190−41.9% | Reduced |
| Chicago Partners Investment Group LLC | 7,009 | $579.5K | 0.02% | +2,139+43.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,191 | $579.6K | 0.22% | −119−1.6% | Reduced |
| Persium Advisors, LLC | 7,266 | $580.4K | 0.57% | +7,266 | New |
| American State Bank (Iowa) | 7,341 | $586.4K | 0.35% | +95+1.3% | Added |
| Hartline Investment Corp | 7,375 | $589.1K | 0.07% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7,410 | $591.9K | 0.09% | −346−4.5% | Reduced |