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; 2,149 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
- 2,133
- +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
- 793 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 22,024 | $1.76M | 1.13% | +140+0.6% | Added |
| Commerzbank Aktiengesellschaft | 22,072 | $1.76M | 0.04% | +11,023+99.8% | Added |
| Signet Investment Advisory Group, Inc. | 21,977 | $1.76M | 0.90% | +600+2.8% | Added |
| Convergence Investment Partners, LLC | 21,856 | $1.75M | 0.39% | −9,043−29.3% | Reduced |
| LMCG Investments, LLC | 21,829 | $1.74M | 0.11% | −2,563−10.5% | Reduced |
| OV Management LLC | 21,754 | $1.74M | 0.81% | +1,697+8.5% | Added |
| Webster Bank, N. A. | 21,712 | $1.73M | 0.19% | −672−3.0% | Reduced |
| Tealwood Asset Management Inc | 21,588 | $1.72M | 0.71% | +308+1.4% | Added |
| Drexel Morgan & Co. | 21,546 | $1.72M | 0.36% | 00.0% | Unchanged |
| BDF-Gestion | 21,523 | $1.72M | 0.18% | −2,797−11.5% | Reduced |
| Ingalls & Snyder LLC | 21,498 | $1.72M | 0.07% | −7,700−26.4% | Reduced |
| Criterion Capital Advisors, LLC | 21,758 | $1.71M | 1.08% | 00.0% | Unchanged |
| Brown Financial Advisors | 21,363 | $1.71M | 0.69% | +2,264+11.9% | Added |
| Shufro Rose & Co LLC | 21,217 | $1.69M | 0.13% | −557−2.6% | Reduced |
| Eastern Bank | 21,156 | $1.69M | 0.03% | +35+0.2% | Added |
| Regatta Capital Group, LLC | 21,064 | $1.68M | 0.33% | +709+3.5% | Added |
| Martin Capital Partners, LLC | 21,050 | $1.68M | 1.99% | −30,128−58.9% | Reduced |
| Platform Technology Partners | 20,952 | $1.67M | 0.51% | +47+0.2% | Added |
| Allen Wealth Management, LLC | 20,915 | $1.67M | 1.20% | +1,324+6.8% | Added |
| IHT Wealth Management, LLC | 20,771 | $1.66M | 0.05% | −6,374−23.5% | Reduced |
| Sawyer & Company, Inc | 20,763 | $1.66M | 0.61% | −680−3.2% | Reduced |
| DMKC Advisory Services, LLC | 20,594 | $1.65M | 1.49% | +20,594 | New |
| SevenBridge Financial Group, LLC | 18,020 | $1.64M | 0.31% | −5,119−22.1% | Reduced |
| Summit Financial, LLC | 20,330 | $1.64M | 0.06% | +7,249+55.4% | Added |
| Berger Financial Group, Inc | 20,400 | $1.63M | 0.11% | −2,467−10.8% | Reduced |
| Baader Bank INC | 20,393 | $1.63M | 0.15% | +7,780+61.7% | Added |
| Clearstead Advisors, LLC | 20,357 | $1.63M | 0.02% | −18,361−47.4% | Reduced |
| Beacon Pointe Advisors, LLC | 20,356 | $1.63M | 0.02% | +3,589+21.4% | Added |
| Pettyjohn, Wood & White, Inc | 20,226 | $1.62M | 0.30% | −1,450−6.7% | Reduced |
| Claret Asset Management Corp | 20,183 | $1.61M | 0.25% | −981−4.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 20,054 | $1.60M | 0.52% | −22,872−53.3% | Reduced |
| Brookstone Capital Management | 20,026 | $1.60M | 0.02% | +2,049+11.4% | Added |
| Ulysses Management LLC | 20,000 | $1.60M | 0.37% | +20,000 | New |
| Western Wealth Management, LLC | 19,953 | $1.59M | 0.09% | −1,066−5.1% | Reduced |
| Dynamic Advisor Solutions LLC | 19,891 | $1.59M | 0.07% | −10,029−33.5% | Reduced |
| Albion Financial Group | 19,858 | $1.59M | 0.11% | −790−3.8% | Reduced |
| Atlantic Trust, LLC | 19,856 | $1.59M | 0.34% | −116−0.6% | Reduced |
| Chiron Capital Management, LLC | 19,852 | $1.59M | 1.50% | +3,447+21.0% | Added |
| Wetherby Asset Management Inc | 19,840 | $1.58M | 0.08% | +1,232+6.6% | Added |
| Parallel Advisors, LLC | 19,836 | $1.58M | 0.04% | +1,407+7.6% | Added |
| Sterling Investment Advisors, Ltd. | 19,813 | $1.58M | 0.38% | +1,899+10.6% | Added |
| Agate Pass Investment Management, LLC | 19,746 | $1.58M | 0.71% | +745+3.9% | Added |
| Prosperity Consulting Group, LLC | 19,743 | $1.58M | 0.12% | −3,735−15.9% | Reduced |
| LVW Advisors, LLC | 19,707 | $1.57M | 0.19% | +1,358+7.4% | Added |
| McKinley Carter Wealth Services, Inc. | 19,677 | $1.57M | 0.10% | +129+0.7% | Added |
| Naviter Wealth, LLC | 19,473 | $1.57M | 0.19% | +3,120+19.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 19,578 | $1.56M | 0.22% | +19,578 | New |
| Lowe Brockenbrough & Co Inc | 19,191 | $1.55M | 0.10% | −1,207−5.9% | Reduced |
| Intrua Financial, LLC | 19,314 | $1.54M | 0.25% | −1,468−7.1% | Reduced |
| Machina Capital S.A.S. | 19,207 | $1.53M | 0.65% | +19,207 | New |
| Procyon Private Wealth Partners, LLC | 19,197 | $1.53M | 0.10% | +2,795+17.0% | Added |
| Berkeley Capital Partners, LLC | 19,196 | $1.53M | 0.43% | −10,271−34.9% | Reduced |
| Blume Capital Management, Inc. | 19,128 | $1.53M | 0.34% | −1,420−6.9% | Reduced |
| Shelton Capital Management | 18,981 | $1.52M | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 17,257 | $1.52M | 0.09% | +648+3.9% | Added |
| MUFG Securities Americas Inc. | 18,931 | $1.51M | 0.19% | +18,931 | New |
| Wesbanco Bank Inc | 18,914 | $1.51M | 0.05% | −1,154−5.8% | Reduced |
| Viawealth, LLC | 18,910 | $1.51M | 0.91% | −300−1.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 18,882 | $1.51M | 0.28% | −3,823−16.8% | Reduced |
| Quadcap Wealth Management, LLC | 18,875 | $1.51M | 0.22% | −1,480−7.3% | Reduced |
| Donoghue Forlines LLC | 18,828 | $1.50M | 0.50% | +18,828 | New |
| Kingsview Wealth Management, LLC | 18,726 | $1.50M | 0.03% | −2,223−10.6% | Reduced |
| Meeder Advisory Services, Inc. | 18,604 | $1.49M | 0.09% | +479+2.6% | Added |
| Morningstar Investment Management LLC | 18,596 | $1.49M | 0.12% | +528+2.9% | Added |
| Jacobi Capital Management LLC | 18,565 | $1.48M | 0.11% | −343−1.8% | Reduced |
| Triglav Skladi, D.O.O. | 18,499 | $1.48M | 0.12% | +18,499 | New |
| Nicholson Wealth Management Group, LLC | 18,491 | $1.48M | 0.99% | +12,019+185.7% | Added |
| Westside Investment Management, Inc. | 18,474 | $1.48M | 0.31% | +890+5.1% | Added |
| Valeo Financial Advisors, LLC | 18,342 | $1.47M | 0.04% | +544+3.1% | Added |
| Tradition Wealth Management, LLC | 18,255 | $1.46M | 0.13% | −1,078−5.6% | Reduced |
| Peterson Wealth Services | 18,254 | $1.46M | 0.44% | +686+3.9% | Added |
| Sumitomo Life Insurance Co | 18,219 | $1.46M | 0.03% | −589−3.1% | Reduced |
| LVM Capital Management Ltd | 18,103 | $1.45M | 0.16% | −13,838−43.3% | Reduced |
| NTV Asset Management LLC | 18,082 | $1.44M | 0.19% | −208−1.1% | Reduced |
| Summit Trail Advisors, LLC | 17,894 | $1.44M | 0.05% | +3,497+24.3% | Added |
| Profund Advisors LLC | 18,049 | $1.44M | 0.05% | −3,199−15.1% | Reduced |
| Wolff Wiese Magana LLC | 17,968 | $1.44M | 0.95% | +906+5.3% | Added |
| AIMZ Investment Advisors, LLC | 17,942 | $1.43M | 0.50% | −170−0.9% | Reduced |
| Leo Wealth, LLC | 17,903 | $1.43M | 0.13% | −12,627−41.4% | Reduced |
| Charter Oak Capital Management, LLC | 17,897 | $1.43M | 0.13% | −736−3.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 17,854 | $1.43M | 0.33% | −20−0.1% | Reduced |
| Koss-Olinger Consulting, LLC | 17,759 | $1.42M | 0.12% | −2,833−13.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 17,547 | $1.41M | 0.50% | −548−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 17,700 | $1.41M | 0.01% | −623−3.4% | Reduced |
| Sagespring Wealth Partners, LLC | 17,684 | $1.41M | 0.04% | +17,684 | New |
| Cypress Asset Management Inc | 17,528 | $1.41M | 0.35% | −145−0.8% | Reduced |
| New England Asset Management Inc | 17,565 | $1.40M | 0.24% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 17,512 | $1.40M | 0.21% | −12−0.1% | Reduced |
| Citizens National Bank Trust Department | 17,464 | $1.40M | 0.29% | −710−3.9% | Reduced |
| Suvretta Capital Management, LLC | 17,460 | $1.39M | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,160 | $1.37M | 0.06% | +3,074+21.8% | Added |
| Perpetual Ltd | 17,140 | $1.37M | 0.02% | −193−1.1% | Reduced |
| Kentucky Trust Co | 17,048 | $1.36M | 0.80% | +17,048 | New |
| Magnolia Capital Advisors LLC | 17,014 | $1.36M | 0.35% | +3,481+25.7% | Added |
| Tectonic Advisors LLC | 17,003 | $1.36M | 0.09% | −783−4.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,928 | $1.35M | 0.37% | −95−0.6% | Reduced |
| Walleye Capital LLC | 16,909 | $1.35M | 0.01% | +11,375+205.5% | Added |
| Bowman & Co S.C. | 16,801 | $1.34M | 0.69% | −867−4.9% | Reduced |
| Visionary Horizons, LLC | 16,781 | $1.34M | 0.88% | +313+1.9% | Added |
| CSS LLC | 16,720 | $1.34M | 0.08% | +2,220+15.3% | Added |