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 |
|---|---|---|---|---|---|
| StrongBox Wealth, LLC | 16,701 | $1.33M | 0.56% | +576+3.6% | Added |
| Buckingham Capital Management, Inc. | 16,701 | $1.33M | 0.15% | +203+1.2% | Added |
| Callan Family Office, LLC | 16,678 | $1.33M | 0.08% | +12,955+348.0% | Added |
| Oak Associates, Ltd | 16,662 | $1.33M | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,644 | $1.33M | 0.20% | +10,779+183.8% | Added |
| Graham Capital Management, L.P. | 16,548 | $1.32M | 0.04% | +16,548 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,391 | $1.31M | 0.26% | +4,212+34.6% | Added |
| CenterBook Partners LP | 16,344 | $1.31M | 0.08% | +7,577+86.4% | Added |
| Ballentine Partners, LLC | 16,287 | $1.30M | 0.02% | +3,215+24.6% | Added |
| HBK Sorce Advisory LLC | 16,260 | $1.30M | 0.04% | −3,086−16.0% | Reduced |
| Vise Technologies, Inc. | 16,244 | $1.30M | 0.11% | +4,169+34.5% | Added |
| Spears Abacus Advisors LLC | 16,181 | $1.29M | 0.03% | −2,311−12.5% | Reduced |
| Benin Management CORP | 16,176 | $1.29M | 0.36% | −150−0.9% | Reduced |
| Trust Co of Toledo NA | 16,168 | $1.29M | 0.17% | −1,595−9.0% | Reduced |
| Carnegie Lake Advisors LLC | 16,156 | $1.29M | 0.52% | +150+0.9% | Added |
| Inlet Private Wealth, LLC | 16,101 | $1.29M | 0.34% | −11,393−41.4% | Reduced |
| Qtron Investments LLC | 16,060 | $1.28M | 0.18% | 00.0% | Unchanged |
| Corundum Group, Inc. | 16,027 | $1.28M | 0.48% | +8,237+105.7% | Added |
| Great Lakes Retirement, Inc. | 15,904 | $1.27M | 0.16% | −232−1.4% | Reduced |
| Oak Thistle LLC | 15,865 | $1.27M | 0.38% | +15,865 | New |
| Harrington Investments, INC | 15,862 | $1.27M | 0.70% | −469−2.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,784 | $1.26M | 0.05% | +17+0.1% | Added |
| ICW Investment Advisors LLC | 15,783 | $1.26M | 0.53% | +85+0.5% | Added |
| Rockland Trust Co | 15,781 | $1.26M | 0.06% | +504+3.3% | Added |
| Axxcess Wealth Management, LLC | 15,775 | $1.26M | 0.03% | −7,431−32.0% | Reduced |
| Trust Asset Management LLC | 15,600 | $1.25M | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 15,496 | $1.24M | 0.05% | −1,612−9.4% | Reduced |
| SNS Financial Group, LLC | 15,287 | $1.23M | 0.13% | −1,723−10.1% | Reduced |
| Central Valley Advisors, LLC | 15,402 | $1.23M | 0.56% | +625+4.2% | Added |
| Atlantic Union Bankshares Corp | 15,363 | $1.23M | 0.07% | −8,673−36.1% | Reduced |
| Partnership Wealth Management, LLC | 15,312 | $1.22M | 1.02% | +4,828+46.1% | Added |
| Lederer & Associates Investment Counsel | 15,281 | $1.22M | 0.85% | −70−0.5% | Reduced |
| Hilltop Holdings Inc. | 15,261 | $1.22M | 0.08% | +588+4.0% | Added |
| Foundations Investment Advisors, LLC | 15,225 | $1.22M | 0.02% | +944+6.6% | Added |
| Nine Masts Capital Ltd | 15,112 | $1.21M | 0.22% | +15,112 | New |
| High Net Worth Advisory Group LLC | 15,105 | $1.21M | 0.34% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 15,019 | $1.20M | 0.40% | −1,815−10.8% | Reduced |
| Bank Ozk | 15,019 | $1.20M | 0.50% | −277−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 15,006 | $1.20M | 0.04% | −425−2.8% | Reduced |
| Rehmann Capital Advisory Group | 15,005 | $1.20M | 0.08% | −178−1.2% | Reduced |
| ISAM Funds (UK) Ltd | 14,984 | $1.20M | 0.89% | −2,818−15.8% | Reduced |
| Smartleaf Asset Management LLC | 15,021 | $1.20M | 0.12% | +1,336+9.8% | Added |
| Richards, Merrill & Peterson, Inc. | 14,962 | $1.20M | 0.62% | +14,962 | New |
| Insight Inv LLC | 14,906 | $1.19M | 0.83% | +698+4.9% | Added |
| Cove Private Wealth, LLC | 14,895 | $1.19M | 0.71% | +10+0.1% | Added |
| Meeder Asset Management Inc | 14,887 | $1.19M | 0.08% | −153,074−91.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 14,857 | $1.19M | 0.48% | +2,007+15.6% | Added |
| Sawgrass Asset Management LLC | 14,851 | $1.19M | 0.13% | +3,184+27.3% | Added |
| Newman Dignan & Sheerar, Inc. | 14,786 | $1.18M | 0.30% | −1,010−6.4% | Reduced |
| Sculati Wealth Management, LLC | 14,701 | $1.17M | 0.46% | +175+1.2% | Added |
| Longfellow Investment Management Co LLC | 14,675 | $1.17M | 0.30% | −938−6.0% | Reduced |
| Vectors Research Management, LLC | 14,631 | $1.17M | 0.40% | −1,731−10.6% | Reduced |
| International Assets Investment Management, LLC | 14,420 | $1.16M | 0.10% | −1,283,995−98.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,362 | $1.15M | 0.11% | +14,362 | New |
| Colton Groome Financial Advisors, LLC | 14,407 | $1.15M | 0.44% | −1,925−11.8% | Reduced |
| YANKCOM Partnership | 14,403 | $1.15M | 0.62% | +14,403 | New |
| Claro Advisors LLC | 14,341 | $1.15M | 0.16% | −3,245−18.5% | Reduced |
| Atlas Private Wealth Advisors | 14,328 | $1.14M | 0.16% | +2,430+20.4% | Added |
| MSH Capital Advisors LLC | 14,327 | $1.14M | 0.36% | −472−3.2% | Reduced |
| KCM Investment Advisors LLC | 14,319 | $1.14M | 0.04% | −2,792−16.3% | Reduced |
| Castlekeep Investment Advisors LLC | 14,315 | $1.14M | 0.80% | +51+0.4% | Added |
| Ontario Teachers Pension Plan Board | 14,270 | $1.14M | 0.02% | +3,395+31.2% | Added |
| Cornerstone Wealth Management, LLC | 14,242 | $1.14M | 0.08% | +1,464+11.5% | Added |
| Citizens Financial Group Inc | 14,136 | $1.13M | 0.02% | −1,737−10.9% | Reduced |
| Greenleaf Trust | 14,095 | $1.13M | 0.01% | +1,174+9.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,018 | $1.12M | 1.07% | −280−2.0% | Reduced |
| Lighthouse Investment Partners, LLC | 14,000 | $1.12M | 0.04% | −126,894−90.1% | Reduced |
| Wellington Shields & Co., LLC | 13,975 | $1.12M | 0.34% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 13,969 | $1.12M | 0.52% | −2,004−12.5% | Reduced |
| Perigon Wealth Management, LLC | 12,782 | $1.11M | 0.03% | +1,062+9.1% | Added |
| Modern Wealth Management, LLC | 13,928 | $1.11M | 0.04% | +304+2.2% | Added |
| Legacy Advisors, LLC | 13,854 | $1.11M | 0.11% | +173+1.3% | Added |
| Resources Investment Advisors, LLC. | 13,842 | $1.11M | 0.01% | −2,608−15.9% | Reduced |
| Moody National Bank Trust Division | 13,701 | $1.09M | 0.11% | −319−2.3% | Reduced |
| Coldstream Capital Management Inc | 13,630 | $1.09M | 0.02% | −692−4.8% | Reduced |
| DT Investment Partners, LLC | 13,502 | $1.08M | 0.09% | +375+2.9% | Added |
| Alexander Randolph Advisory, Inc. | 13,501 | $1.08M | 1.00% | −23−0.2% | Reduced |
| McDonald Partners LLC | 13,497 | $1.08M | 0.28% | +2,297+20.5% | Added |
| XML Financial, LLC | 13,490 | $1.08M | 0.10% | +954+7.6% | Added |
| 1st Source Bank | 13,440 | $1.07M | 0.06% | −436−3.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 13,461 | $1.07M | 2.22% | +13,461 | New |
| Lakeside Advisors, INC. | 13,373 | $1.07M | 0.71% | −1,795−11.8% | Reduced |
| Evergreen Capital Management LLC | 13,252 | $1.07M | 0.03% | −467−3.4% | Reduced |
| NFP Retirement, Inc. | 13,366 | $1.07M | 0.08% | −864−6.1% | Reduced |
| CFS Investment Advisory Services, LLC | 13,350 | $1.07M | 0.10% | −323−2.4% | Reduced |
| HM Payson & Co | 13,345 | $1.07M | 0.02% | −1,355−9.2% | Reduced |
| Legacy Financial Advisors, Inc. | 13,283 | $1.06M | 0.18% | +330+2.5% | Added |
| Schulhoff & Co Inc | 13,272 | $1.06M | 0.47% | −1,103−7.7% | Reduced |
| Whitener Capital Management, Inc. | 13,265 | $1.06M | 0.30% | −293−2.2% | Reduced |
| Legacy Capital Group California, Inc. | 13,259 | $1.06M | 0.32% | +603+4.8% | Added |
| Lipe & Dalton | 13,248 | $1.06M | 0.56% | −472−3.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 13,177 | $1.05M | 0.43% | −2,422−15.5% | Reduced |
| Parvin Asset Management, LLC | 13,170 | $1.05M | 1.13% | +13,170 | New |
| Outfitter Financial LLC | 13,138 | $1.05M | 0.84% | −105−0.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 13,109 | $1.05M | 0.61% | −3,434−20.8% | Reduced |
| Cigna Investments Inc | 13,071 | $1.04M | 0.18% | −136−1.0% | Reduced |
| Puzo Michael J | 13,051 | $1.04M | 0.29% | −22,243−63.0% | Reduced |
| Smith, Moore & Co. | 13,049 | $1.04M | 0.10% | −519−3.8% | Reduced |
| Iowa State Bank | 13,047 | $1.04M | 0.22% | −10.0% | Reduced |
| Leisure Capital Management | 13,040 | $1.04M | 0.41% | +240+1.9% | Added |