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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 10,508 | $839.4K | 0.04% | −1,481−12.4% | Reduced |
| Central Trust Co | 10,478 | $837.0K | 0.02% | +402+4.0% | Added |
| Calamos Wealth Management LLC | 10,406 | $831.2K | 0.04% | −1,397−11.8% | Reduced |
| Peoples Bank | 10,374 | $828.7K | 0.57% | −1,240−10.7% | Reduced |
| Sound Financial Strategies Group, LLC | 10,367 | $828.1K | 0.69% | +1,360+15.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,248 | $818.6K | 0.03% | −64,411−86.3% | Reduced |
| CVA Family Office, LLC | 10,206 | $815.3K | 0.13% | +2,218+27.8% | Added |
| Avantra Family Wealth, Inc. | 10,201 | $814.9K | 0.76% | +10,201 | New |
| Archer Investment Corp | 10,127 | $809.0K | 0.22% | +11+0.1% | Added |
| FRG Family Wealth Advisors LLC | 10,113 | $807.8K | 0.15% | −1,240−10.9% | Reduced |
| Independent Financial Group, LLC | 10,030 | $801.2K | 0.03% | +9+0.1% | Added |
| First Commonwealth Financial Corp | 10,023 | $800.6K | 0.19% | +63+0.6% | Added |
| Grove Bank & Trust | 10,017 | $800.2K | 0.11% | +704+7.6% | Added |
| SageView Advisory Group, LLC | 10,009 | $799.6K | 0.03% | +6,026+151.3% | Added |
| Capstone Triton Financial Group, LLC | 10,009 | $799.5K | 0.50% | +213+2.2% | Added |
| First Pacific Financial | 9,996 | $798.5K | 0.19% | −119−1.2% | Reduced |
| Paragon Private Wealth Management, LLC | 9,967 | $796.2K | 0.37% | +544+5.8% | Added |
| Alan B. Lancz & Associates, Inc. | 9,958 | $795.4K | 0.81% | −700−6.6% | Reduced |
| Pallas Capital Advisors LLC | 9,957 | $795.4K | 0.03% | −1,597−13.8% | Reduced |
| Buckley Wealth Management, LLC | 9,945 | $794.4K | 0.24% | +262+2.7% | Added |
| Mount Yale Investment Advisors, LLC | 9,923 | $792.6K | 0.06% | +3,017+43.7% | Added |
| Exeter Financial, LLC | 9,899 | $790.7K | 0.36% | +42+0.4% | Added |
| Transatlantique Private Wealth LLC | 9,893 | $790.3K | 0.30% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 9,855 | $787.2K | 0.06% | +297+3.1% | Added |
| Moneta Group Investment Advisors LLC | 9,850 | $786.8K | 0.01% | +121+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 9,774 | $783.5K | 0.05% | +184+1.9% | Added |
| J.W. Cole Advisors, Inc. | 9,778 | $781.1K | 0.03% | +328+3.5% | Added |
| Syon Capital LLC | 9,759 | $779.5K | 0.07% | +1,422+17.1% | Added |
| Guardian Wealth Management, Inc. | 9,712 | $775.8K | 0.53% | −3,419−26.0% | Reduced |
| Unique Wealth Strategies, LLC | 9,629 | $769.2K | 0.34% | −1,971−17.0% | Reduced |
| Diligent Investors, LLC | 9,616 | $768.1K | 0.18% | +300+3.2% | Added |
| Credit Industriel Et Commercial | 9,558 | $763.5K | 0.20% | +9,558 | New |
| Fiduciary Group LLC | 9,552 | $763.0K | 0.08% | −433−4.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,425 | $758.5K | 0.25% | +2,708+47.4% | Added |
| Lantern Wealth Advisors, LLC | 9,469 | $756.4K | 0.49% | −1,468−13.4% | Reduced |
| Raiffeisen Bank International AG | 9,499 | $756.2K | 0.01% | +9,499 | New |
| Mitchell Sinkler & Starr | 9,465 | $756.1K | 0.20% | −91−1.0% | Reduced |
| Crews Bank & Trust | 9,453 | $755.1K | 0.13% | +9,453 | New |
| Vista Investment Partners LLC | 9,439 | $754.0K | 0.24% | −15−0.2% | Reduced |
| Savvy Advisors, Inc. | 9,431 | $753.3K | 0.09% | +4,942+110.1% | Added |
| Boomfish Wealth Group, LLC | 9,413 | $751.9K | 0.46% | −5,328−36.1% | Reduced |
| Cidel Asset Management Inc | 9,405 | $751.3K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 9,361 | $747.8K | 0.19% | +385+4.3% | Added |
| Lynch & Associates | 9,259 | $739.6K | 0.16% | +1,935+26.4% | Added |
| Beacon Financial Advisory LLC | 9,256 | $739.4K | 0.24% | +520+6.0% | Added |
| Capital Investment Advisors, LLC | 9,202 | $735.0K | 0.01% | −874−8.7% | Reduced |
| Malaga Cove Capital, LLC | 9,200 | $734.9K | 0.29% | −229−2.4% | Reduced |
| Wallace Advisory Group, LLC | 8,157 | $734.4K | 0.51% | +933+12.9% | Added |
| Howard Capital Management Inc. | 9,181 | $733.4K | 0.01% | +9,181 | New |
| Burney Co | 9,169 | $732.4K | 0.03% | +555+6.4% | Added |
| San Luis Wealth Advisors LLC | 9,108 | $728.0K | 0.14% | +1,692+22.8% | Added |
| Altfest L J & Co Inc | 18,127 | $721.1K | 0.09% | +9,018+99.0% | Added |
| Rossmore Private Capital | 9,024 | $720.8K | 0.09% | −3,908−30.2% | Reduced |
| Studio Investment Management LLC | 8,915 | $718.4K | 0.15% | −1,435−13.9% | Reduced |
| Belpointe Asset Management LLC | 8,100 | $717.5K | 0.04% | +60+0.7% | Added |
| Meriwether Wealth & Planning, LLC | 8,981 | $717.4K | 0.51% | +8,981 | New |
| Etesian Wealth Advisors, Inc. | 8,970 | $716.5K | 0.32% | −488−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,904 | $712.0K | 0.07% | +1,318+17.4% | Added |
| Simmons Bank | 8,810 | $703.7K | 0.05% | +550+6.7% | Added |
| Shum Financial Group, Inc. | 8,753 | $703.2K | 0.61% | −2,074−19.2% | Reduced |
| Cooper Financial Group | 8,751 | $699.0K | 0.08% | +247+2.9% | Added |
| Beacon Investment Advisors LLC | 8,748 | $698.8K | 0.33% | +30+0.3% | Added |
| Probity Advisors, Inc. | 8,715 | $696.2K | 0.13% | +804+10.2% | Added |
| Financial Sense Advisors, Inc. | 8,681 | $693.5K | 0.23% | −93−1.1% | Reduced |
| Washington Capital Management Inc | 8,645 | $690.6K | 0.54% | −50−0.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,635 | $689.8K | 0.04% | −1,301−13.1% | Reduced |
| Bearing Point Capital, LLC | 8,635 | $689.8K | 0.14% | +8,635 | New |
| Dividend Assets Capital, LLC | 8,624 | $688.9K | 0.13% | −1,243−12.6% | Reduced |
| Pitti Group Wealth Management, LLC | 8,619 | $688.5K | 0.70% | +44+0.5% | Added |
| Plimoth Trust Co LLC | 8,613 | $688.0K | 0.18% | −1,985−18.7% | Reduced |
| Strategic Blueprint, LLC | 8,594 | $686.5K | 0.04% | +414+5.1% | Added |
| McDaniel Terry & Co | 8,568 | $684.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 8,554 | $683.3K | 0.03% | +943+12.4% | Added |
| StoneX Group Inc. | 8,513 | $683.0K | 0.04% | +1,858+27.9% | Added |
| Kovack Advisors, Inc. | 8,550 | $682.9K | 0.07% | +741+9.5% | Added |
| Jacobs & Co | 8,526 | $681.0K | 0.07% | −3,990−31.9% | Reduced |
| Crowley Wealth Management, Inc. | 8,508 | $679.6K | 0.60% | +8,508 | New |
| Private Trust Co NA | 8,486 | $677.9K | 0.07% | −669−7.3% | Reduced |
| Crestline Management, LP | 8,486 | $677.9K | 0.02% | −13,175−60.8% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $676.9K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,421 | $672.6K | 0.04% | +371+4.6% | Added |
| Van Hulzen Asset Management, LLC | 8,374 | $668.9K | 0.05% | −110−1.3% | Reduced |
| West Michigan Advisors, LLC | 8,289 | $667.9K | 0.20% | −103−1.2% | Reduced |
| Investment Advisory Services Inc | 8,347 | $666.8K | 0.24% | +81+1.0% | Added |
| AE Wealth Management LLC | 8,302 | $663.0K | 0.01% | −28−0.3% | Reduced |
| Hartford Funds Management Co LLC | 8,283 | $661.6K | 0.06% | +201+2.5% | Added |
| United Asset Strategies, Inc. | 8,214 | $656.2K | 0.06% | −131−1.6% | Reduced |
| Biltmore Family Office, LLC | 8,121 | $654.4K | 0.11% | −515−6.0% | Reduced |
| OmniStar Financial Group, Inc. | 8,181 | $653.7K | 0.53% | +41+0.5% | Added |
| Valmark Advisers, Inc. | 8,169 | $652.5K | 0.01% | −1,228−13.1% | Reduced |
| HF Advisory Group, LLC | 8,154 | $651.3K | 0.30% | +281+3.6% | Added |
| Keynote Financial Services LLC | 8,104 | $647.3K | 0.50% | +72+0.9% | Added |
| Ascent Group, LLC | 8,083 | $645.7K | 0.05% | +2,797+52.9% | Added |
| Whittier Trust Co | 8,059 | $643.7K | 0.01% | −184−2.2% | Reduced |
| Fulton Bank, N.A. | 8,045 | $642.6K | 0.02% | −8,281−50.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,035 | $642.0K | 0.46% | +25+0.3% | Added |
| Knott David M Jr | 8,000 | $639.0K | 0.23% | +8,000 | New |
| SeaCrest Wealth Management, LLC | 7,967 | $636.4K | 0.07% | +251+3.3% | Added |
| Jarislowsky, Fraser Ltd | 7,923 | $632.9K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 7,910 | $631.9K | 0.48% | +204+2.6% | Added |