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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 7,417 | $592.5K | 0.18% | −145−1.9% | Reduced |
| Marino, Stram & Associates LLC | 7,419 | $592.6K | 0.13% | +534+7.8% | Added |
| Founders Capital Management, LLC | 7,431 | $593.6K | 0.10% | +15+0.2% | Added |
| Oxford Asset Management LLP | 7,442 | $594.5K | 0.26% | +3,068+70.1% | Added |
| Huntleigh Advisors, Inc. | 7,447 | $594.9K | 0.13% | +7,447 | New |
| Cassaday & Co Wealth Management LLC | 7,450 | $595.1K | 0.02% | +5,047+210.0% | Added |
| Cyndeo Wealth Partners, LLC | 7,451 | $595.2K | 0.04% | +51+0.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 7,460 | $595.9K | 0.18% | +2,031+37.4% | Added |
| Net Worth Advisory Group | 7,466 | $596.4K | 0.18% | +18+0.2% | Added |
| Sittner & Nelson, LLC | 7,468 | $596.6K | 0.26% | +334+4.7% | Added |
| Potentia Wealth | 7,469 | $596.6K | 0.27% | +7,469 | New |
| First National Bank & Trust Co of Newtown | 7,473 | $596.9K | 0.12% | −1,298−14.8% | Reduced |
| GTS Securities LLC | 7,483 | $597.7K | 0.03% | −8,857−54.2% | Reduced |
| Winthrop Capital Management, LLC | 7,529 | $599.0K | 0.16% | +803+11.9% | Added |
| GPS Wealth Strategies Group, LLC | 7,509 | $599.9K | 0.08% | −6,927−48.0% | Reduced |
| LCNB Corp | 7,516 | $600.4K | 0.22% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 7,528 | $601.3K | 0.11% | +252+3.5% | Added |
| Cornercap Investment Counsel Inc | 7,541 | $602.4K | 0.19% | −356−4.5% | Reduced |
| Montag A & Associates Inc | 7,525 | $606.3K | 0.03% | −29−0.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,603 | $607.4K | 0.16% | −97,957−92.8% | Reduced |
| USAdvisors Wealth Management, LLC | 7,680 | $613.0K | 0.20% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7,676 | $613.2K | 0.10% | −358−4.5% | Reduced |
| Marcum Wealth, LLC | 7,702 | $615.2K | 0.05% | −944−10.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,741 | $618.4K | 0.36% | −94−1.2% | Reduced |
| Lindbrook Capital, LLC | 7,794 | $622.6K | 0.06% | −176−2.2% | Reduced |
| Meridian Wealth Management, LLC | 7,816 | $624.3K | 0.03% | +277+3.7% | Added |
| Quotient Wealth Partners, LLC | 7,831 | $625.6K | 0.02% | −642−7.6% | Reduced |
| Cim Investment Mangement Inc | 7,858 | $627.7K | 0.18% | +35+0.4% | Added |
| Heritage Family Offices, LLP | 7,872 | $628.8K | 0.31% | −180−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 7,876 | $629.2K | 0.02% | +11+0.1% | Added |
| Nations Financial Group Inc, | 7,882 | $629.7K | 0.05% | −790−9.1% | Reduced |
| Quarry LP | 7,894 | $630.6K | 0.12% | +1,551+24.5% | Added |
| Salvus Wealth Management, LLC | 7,906 | $631.5K | 0.40% | −18−0.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,909 | $631.8K | 0.35% | +7,909 | New |
| Copley Financial Group, Inc. | 7,910 | $631.9K | 0.48% | +204+2.6% | Added |
| Jarislowsky, Fraser Ltd | 7,923 | $632.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,967 | $636.4K | 0.07% | +251+3.3% | Added |
| Knott David M Jr | 8,000 | $639.0K | 0.23% | +8,000 | New |
| Pinnacle West Asset Management, Inc. | 8,035 | $642.0K | 0.46% | +25+0.3% | Added |
| Fulton Bank, N.A. | 8,045 | $642.6K | 0.02% | −8,281−50.7% | Reduced |
| Whittier Trust Co | 8,059 | $643.7K | 0.01% | −184−2.2% | Reduced |
| Ascent Group, LLC | 8,083 | $645.7K | 0.05% | +2,797+52.9% | Added |
| Keynote Financial Services LLC | 8,104 | $647.3K | 0.50% | +72+0.9% | Added |
| HF Advisory Group, LLC | 8,154 | $651.3K | 0.30% | +281+3.6% | Added |
| Valmark Advisers, Inc. | 8,169 | $652.5K | 0.01% | −1,228−13.1% | Reduced |
| OmniStar Financial Group, Inc. | 8,181 | $653.7K | 0.53% | +41+0.5% | Added |
| Biltmore Family Office, LLC | 8,121 | $654.4K | 0.11% | −515−6.0% | Reduced |
| United Asset Strategies, Inc. | 8,214 | $656.2K | 0.06% | −131−1.6% | Reduced |
| Hartford Funds Management Co LLC | 8,283 | $661.6K | 0.06% | +201+2.5% | Added |
| AE Wealth Management LLC | 8,302 | $663.0K | 0.01% | −28−0.3% | Reduced |
| Investment Advisory Services Inc | 8,347 | $666.8K | 0.24% | +81+1.0% | Added |
| West Michigan Advisors, LLC | 8,289 | $667.9K | 0.20% | −103−1.2% | Reduced |
| Van Hulzen Asset Management, LLC | 8,374 | $668.9K | 0.05% | −110−1.3% | Reduced |
| PFG Investments, LLC | 8,421 | $672.6K | 0.04% | +371+4.6% | Added |
| BigSur Wealth Management LLC | 8,400 | $676.9K | 0.19% | 00.0% | Unchanged |
| Crestline Management, LP | 8,486 | $677.9K | 0.02% | −13,175−60.8% | Reduced |
| Private Trust Co NA | 8,486 | $677.9K | 0.07% | −669−7.3% | Reduced |
| Crowley Wealth Management, Inc. | 8,508 | $679.6K | 0.60% | +8,508 | New |
| Jacobs & Co | 8,526 | $681.0K | 0.07% | −3,990−31.9% | Reduced |
| Kovack Advisors, Inc. | 8,550 | $682.9K | 0.07% | +741+9.5% | Added |
| StoneX Group Inc. | 8,513 | $683.0K | 0.04% | +1,858+27.9% | Added |
| First Foundation Advisors | 8,554 | $683.3K | 0.03% | +943+12.4% | Added |
| McDaniel Terry & Co | 8,568 | $684.0K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 8,594 | $686.5K | 0.04% | +414+5.1% | Added |
| Plimoth Trust Co LLC | 8,613 | $688.0K | 0.18% | −1,985−18.7% | Reduced |
| Pitti Group Wealth Management, LLC | 8,619 | $688.5K | 0.70% | +44+0.5% | Added |
| Dividend Assets Capital, LLC | 8,624 | $688.9K | 0.13% | −1,243−12.6% | Reduced |
| Bearing Point Capital, LLC | 8,635 | $689.8K | 0.14% | +8,635 | New |
| Smith Chas P & Associates Pa Cpas | 8,635 | $689.8K | 0.04% | −1,301−13.1% | Reduced |
| Washington Capital Management Inc | 8,645 | $690.6K | 0.54% | −50−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 8,681 | $693.5K | 0.23% | −93−1.1% | Reduced |
| Probity Advisors, Inc. | 8,715 | $696.2K | 0.13% | +804+10.2% | Added |
| Beacon Investment Advisors LLC | 8,748 | $698.8K | 0.33% | +30+0.3% | Added |
| Cooper Financial Group | 8,751 | $699.0K | 0.08% | +247+2.9% | Added |
| Shum Financial Group, Inc. | 8,753 | $703.2K | 0.61% | −2,074−19.2% | Reduced |
| Simmons Bank | 8,810 | $703.7K | 0.05% | +550+6.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,904 | $712.0K | 0.07% | +1,318+17.4% | Added |
| Etesian Wealth Advisors, Inc. | 8,970 | $716.5K | 0.32% | −488−5.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,981 | $717.4K | 0.51% | +8,981 | New |
| Belpointe Asset Management LLC | 8,100 | $717.5K | 0.04% | +60+0.7% | Added |
| Studio Investment Management LLC | 8,915 | $718.4K | 0.15% | −1,435−13.9% | Reduced |
| Rossmore Private Capital | 9,024 | $720.8K | 0.09% | −3,908−30.2% | Reduced |
| Altfest L J & Co Inc | 18,127 | $721.1K | 0.09% | +9,018+99.0% | Added |
| San Luis Wealth Advisors LLC | 9,108 | $728.0K | 0.14% | +1,692+22.8% | Added |
| Burney Co | 9,169 | $732.4K | 0.03% | +555+6.4% | Added |
| Howard Capital Management Inc. | 9,181 | $733.4K | 0.01% | +9,181 | New |
| Wallace Advisory Group, LLC | 8,157 | $734.4K | 0.51% | +933+12.9% | Added |
| Malaga Cove Capital, LLC | 9,200 | $734.9K | 0.29% | −229−2.4% | Reduced |
| Capital Investment Advisors, LLC | 9,202 | $735.0K | 0.01% | −874−8.7% | Reduced |
| Beacon Financial Advisory LLC | 9,256 | $739.4K | 0.24% | +520+6.0% | Added |
| Lynch & Associates | 9,259 | $739.6K | 0.16% | +1,935+26.4% | Added |
| Winch Advisory Services, LLC | 9,361 | $747.8K | 0.19% | +385+4.3% | Added |
| Cidel Asset Management Inc | 9,405 | $751.3K | 0.05% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 9,413 | $751.9K | 0.46% | −5,328−36.1% | Reduced |
| Savvy Advisors, Inc. | 9,431 | $753.3K | 0.09% | +4,942+110.1% | Added |
| Vista Investment Partners LLC | 9,439 | $754.0K | 0.24% | −15−0.2% | Reduced |
| Crews Bank & Trust | 9,453 | $755.1K | 0.13% | +9,453 | New |
| Mitchell Sinkler & Starr | 9,465 | $756.1K | 0.20% | −91−1.0% | Reduced |
| Raiffeisen Bank International AG | 9,499 | $756.2K | 0.01% | +9,499 | New |
| Lantern Wealth Advisors, LLC | 9,469 | $756.4K | 0.49% | −1,468−13.4% | Reduced |