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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 13,016 | $1.04M | 0.11% | −2,712−17.2% | Reduced |
| Doliver Advisors, LP | 13,006 | $1.04M | 0.29% | −640−4.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,000 | $1.04M | 0.31% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Sandy Spring Bank | 12,963 | $1.04M | 0.04% | −1,280−9.0% | Reduced |
| Conning Inc. | 12,955 | $1.03M | 0.04% | −1,597−11.0% | Reduced |
| Rowland & Co Investment Counsel | 12,946 | $1.03M | 0.22% | +320+2.5% | Added |
| EP Wealth Advisors, LLC | 12,944 | $1.03M | 0.01% | −3,136−19.5% | Reduced |
| Investors Research Corp | 12,926 | $1.03M | 0.23% | −1,118−8.0% | Reduced |
| Saxon Interests, Inc. | 12,923 | $1.03M | 0.45% | +1,075+9.1% | Added |
| Aberdeen Wealth Management LLC | 12,879 | $1.03M | 0.70% | −250−1.9% | Reduced |
| Csenge Advisory Group | 12,854 | $1.03M | 0.06% | +4,517+54.2% | Added |
| Crux Wealth Advisors | 12,836 | $1.03M | 0.57% | +12,836 | New |
| TCM Advisors, LLC | – | $1.02M | 0.91% | – | – |
| Umb Bank N A | 12,793 | $1.02M | 0.02% | −330−2.5% | Reduced |
| Forum Financial Management, LP | 12,742 | $1.02M | 0.02% | −554−4.2% | Reduced |
| V-Square Quantitative Management LLC | 12,742 | $1.02M | 0.14% | −203−1.6% | Reduced |
| Auxano Advisors, LLC | 12,737 | $1.02M | 0.26% | −678−5.1% | Reduced |
| Kings Path Partners LLC | 12,677 | $1.01M | 0.43% | 00.0% | Unchanged |
| Guidance Capital, Inc | 11,180 | $1.01M | 0.31% | +92+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,607 | $1.01M | 0.04% | −1,104−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 12,553 | $1.00M | 0.32% | +12,553 | New |
| Signaturefd, LLC | 12,528 | $1.00M | 0.02% | −804−6.0% | Reduced |
| Colonial Trust Co | 12,500 | $998.5K | 0.15% | −23−0.2% | Reduced |
| Sava Infond d.o.o. | 12,500 | $998.5K | 0.18% | +12,500 | New |
| Change Path, LLC | 12,479 | $996.8K | 0.03% | −8,193−39.6% | Reduced |
| New England Research & Management, Inc. | 12,443 | $994.0K | 0.51% | −2,084−14.3% | Reduced |
| Great Waters Wealth Management | 12,439 | $993.6K | 0.13% | −1,844−12.9% | Reduced |
| BluePath Capital Management, LLC | 12,111 | $990.6K | 0.54% | +2,430+25.1% | Added |
| Eqis Capital Management, Inc. | 12,394 | $990.0K | 0.08% | −615−4.7% | Reduced |
| Pflug Koory, LLC | 12,338 | $985.6K | 0.50% | −70−0.6% | Reduced |
| Essex Financial Services, Inc. | 12,325 | $984.5K | 0.07% | −312−2.5% | Reduced |
| Notis-McConarty Edward | 12,307 | $983.1K | 0.48% | −9,038−42.3% | Reduced |
| Financial Advisory Service, Inc. | 12,277 | $980.7K | 0.08% | −24,718−66.8% | Reduced |
| Epiq Partners, LLC | 12,253 | $978.8K | 0.53% | −1,200−8.9% | Reduced |
| Canandaigua National Bank & Trust Co | 12,250 | $978.5K | 0.10% | 00.0% | Unchanged |
| Sentry LLC | 12,246 | $978.2K | 0.19% | −1,358−10.0% | Reduced |
| Capital Investment Advisory Services, LLC | 12,210 | $975.4K | 0.09% | −487−3.8% | Reduced |
| Rothschild Investment LLC | 12,174 | $972.4K | 0.06% | +2,641+27.7% | Added |
| River Street Advisors LLC | 12,161 | $971.4K | 0.50% | +267+2.2% | Added |
| Buckingham Strategic Partners | 12,103 | $966.9K | 0.02% | +3,514+40.9% | Added |
| Whittier Trust Co of Nevada Inc | 12,086 | $965.4K | 0.02% | −32−0.3% | Reduced |
| Ballast, Inc. | 12,070 | $964.2K | 0.28% | +2,114+21.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 12,050 | $962.6K | 0.17% | +12,050 | New |
| NorthRock Partners, LLC | 11,930 | $959.0K | 0.03% | +139+1.2% | Added |
| Jupiter Wealth Management LLC | 12,000 | $958.6K | 0.48% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 11,978 | $956.8K | 0.02% | −24,975−67.6% | Reduced |
| LS Investment Advisors, LLC | 11,970 | $956.2K | 0.14% | +640+5.6% | Added |
| SPC Financial, Inc. | 11,868 | $948.0K | 0.08% | +563+5.0% | Added |
| Spire Wealth Management | 11,849 | $946.5K | 0.03% | +2,481+26.5% | Added |
| Anchor Capital Advisors LLC | 11,831 | $945.1K | 0.03% | −869−6.8% | Reduced |
| Trust Point Inc. | 11,805 | $943.0K | 0.07% | +693+6.2% | Added |
| Advisor OS, LLC | 11,800 | $942.6K | 0.11% | +7,118+152.0% | Added |
| Legacy Capital Wealth Partners, LLC | 11,762 | $939.5K | 0.23% | −1,216−9.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 11,686 | $933.5K | 0.54% | +9+0.1% | Added |
| Bangor Savings Bank | 11,670 | $932.2K | 0.09% | −212−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,614 | $927.7K | 0.03% | +1,955+20.2% | Added |
| Chilton Capital Management LLC | 11,594 | $926.1K | 0.04% | +600+5.5% | Added |
| Stock Yards Bank & Trust Co | 11,569 | $924.1K | 0.03% | −2,891−20.0% | Reduced |
| Patten & Patten Inc | 11,539 | $921.7K | 0.06% | +2,600+29.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,439 | $921.1K | 0.26% | −65−0.6% | Reduced |
| Adviser Investments LLC | 11,530 | $921.0K | 0.01% | +1,352+13.3% | Added |
| AssuredPartners Investment Advisors, LLC | 11,521 | $920.3K | 0.18% | +11,521 | New |
| 111 Capital | 11,501 | $918.7K | 0.19% | +11,501 | New |
| Accredited Investors Inc. | 11,476 | $916.7K | 0.05% | +42+0.4% | Added |
| Cherry Tree Wealth Management, LLC | 11,464 | $915.7K | 0.23% | +8+0.1% | Added |
| R Squared Ltd | 11,450 | $914.6K | 0.89% | +11,450 | New |
| Harbor Investment Advisory, LLC | 11,385 | $909.4K | 0.09% | −1,182−9.4% | Reduced |
| Centiva Capital, LP | 11,332 | $905.2K | 0.03% | −65,791−85.3% | Reduced |
| Xcel Wealth Management, LLC | 11,276 | $900.7K | 0.25% | −150−1.3% | Reduced |
| Eagle Harbor Asset Management Inc | 11,264 | $899.8K | 0.90% | +382+3.5% | Added |
| Prime Capital Investment Advisors, LLC | 11,261 | $899.6K | 0.01% | −11,028−49.5% | Reduced |
| GAMMA Investing LLC | 11,256 | $899.1K | 0.08% | −1,768−13.6% | Reduced |
| Ronald Blue Trust, Inc. | 11,249 | $898.5K | 0.01% | −1,467−11.5% | Reduced |
| Verdence Capital Advisors LLC | 11,223 | $896.5K | 0.07% | +1,592+16.5% | Added |
| Avidian Wealth Solutions, LLC | 11,216 | $895.9K | 0.04% | −2,413−17.7% | Reduced |
| St. Clair Advisors, LLC | 11,162 | $891.6K | 0.26% | 00.0% | Unchanged |
| LRI Investments, LLC | 11,130 | $889.1K | 0.09% | +515+4.9% | Added |
| HMS Capital Management, LLC | 11,130 | $889.0K | 0.43% | −833−7.0% | Reduced |
| Jmac Enterprises LLC | 11,107 | $887.2K | 0.14% | +600+5.7% | Added |
| Main Street Financial Solutions, LLC | 10,891 | $870.0K | 0.09% | −636−5.5% | Reduced |
| City Holding Co | 10,881 | $869.2K | 0.12% | −255−2.3% | Reduced |
| Moseley Investment Management Inc | 10,855 | $867.1K | 0.34% | −2,723−20.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,840 | $865.9K | 0.23% | +25+0.2% | Added |
| Laurel Wealth Advisors LLC | 10,838 | $865.7K | 0.14% | +925+9.3% | Added |
| Peloton Wealth Strategists | 10,820 | $864.0K | 0.35% | +200+1.9% | Added |
| Harbour Investments, Inc. | 10,812 | $863.7K | 0.02% | +1,367+14.5% | Added |
| Stableford Capital II LLC | 10,799 | $862.6K | 0.34% | −52−0.5% | Reduced |
| Personal Cfo Solutions, LLC | 10,771 | $860.4K | 0.17% | −424−3.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,755 | $859.1K | 0.07% | −47−0.4% | Reduced |
| Paladin Wealth, LLC | 10,685 | $853.5K | 0.74% | +1,917+21.9% | Added |
| Monetary Management Group Inc | 10,675 | $852.7K | 0.22% | −250−2.3% | Reduced |
| Old National Bancorp | 10,665 | $851.9K | 0.02% | −273−2.5% | Reduced |
| Fernwood Investment Management, LLC | 10,650 | $850.7K | 0.30% | −7,000−39.7% | Reduced |
| Dudley Capital Management, LLC | 10,627 | $848.9K | 0.43% | −4,690−30.6% | Reduced |
| Flagship Harbor Advisors, LLC | 10,594 | $846.2K | 0.04% | +2,638+33.2% | Added |
| Nvest Financial, LLC | 10,588 | $845.8K | 0.43% | +536+5.3% | Added |
| 17 Capital Partners, LLC | 10,566 | $844.0K | 0.53% | −329−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 10,535 | $842.0K | 0.06% | −33−0.3% | Reduced |
| Chicago Trust Co NA | 10,516 | $840.0K | 0.15% | −862−7.6% | Reduced |