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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 7,909 | $631.8K | 0.35% | +7,909 | New |
| Salvus Wealth Management, LLC | 7,906 | $631.5K | 0.40% | −18−0.2% | Reduced |
| Quarry LP | 7,894 | $630.6K | 0.12% | +1,551+24.5% | Added |
| Nations Financial Group Inc, | 7,882 | $629.7K | 0.05% | −790−9.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,876 | $629.2K | 0.02% | +11+0.1% | Added |
| Heritage Family Offices, LLP | 7,872 | $628.8K | 0.31% | −180−2.2% | Reduced |
| Cim Investment Mangement Inc | 7,858 | $627.7K | 0.18% | +35+0.4% | Added |
| Quotient Wealth Partners, LLC | 7,831 | $625.6K | 0.02% | −642−7.6% | Reduced |
| Meridian Wealth Management, LLC | 7,816 | $624.3K | 0.03% | +277+3.7% | Added |
| Lindbrook Capital, LLC | 7,794 | $622.6K | 0.06% | −176−2.2% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,741 | $618.4K | 0.36% | −94−1.2% | Reduced |
| Marcum Wealth, LLC | 7,702 | $615.2K | 0.05% | −944−10.9% | Reduced |
| Glen Eagle Advisors, LLC | 7,676 | $613.2K | 0.10% | −358−4.5% | Reduced |
| USAdvisors Wealth Management, LLC | 7,680 | $613.0K | 0.20% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 7,603 | $607.4K | 0.16% | −97,957−92.8% | Reduced |
| Montag A & Associates Inc | 7,525 | $606.3K | 0.03% | −29−0.4% | Reduced |
| Cornercap Investment Counsel Inc | 7,541 | $602.4K | 0.19% | −356−4.5% | Reduced |
| PAX Financial Group, LLC | 7,528 | $601.3K | 0.11% | +252+3.5% | Added |
| LCNB Corp | 7,516 | $600.4K | 0.22% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,509 | $599.9K | 0.08% | −6,927−48.0% | Reduced |
| Winthrop Capital Management, LLC | 7,529 | $599.0K | 0.16% | +803+11.9% | Added |
| GTS Securities LLC | 7,483 | $597.7K | 0.03% | −8,857−54.2% | Reduced |
| First National Bank & Trust Co of Newtown | 7,473 | $596.9K | 0.12% | −1,298−14.8% | Reduced |
| Potentia Wealth | 7,469 | $596.6K | 0.27% | +7,469 | New |
| Sittner & Nelson, LLC | 7,468 | $596.6K | 0.26% | +334+4.7% | Added |
| Net Worth Advisory Group | 7,466 | $596.4K | 0.18% | +18+0.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 7,460 | $595.9K | 0.18% | +2,031+37.4% | Added |
| Cyndeo Wealth Partners, LLC | 7,451 | $595.2K | 0.04% | +51+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 7,450 | $595.1K | 0.02% | +5,047+210.0% | Added |
| Huntleigh Advisors, Inc. | 7,447 | $594.9K | 0.13% | +7,447 | New |
| Oxford Asset Management LLP | 7,442 | $594.5K | 0.26% | +3,068+70.1% | Added |
| Founders Capital Management, LLC | 7,431 | $593.6K | 0.10% | +15+0.2% | Added |
| Marino, Stram & Associates LLC | 7,419 | $592.6K | 0.13% | +534+7.8% | Added |
| Roberts Glore & Co Inc | 7,417 | $592.5K | 0.18% | −145−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,410 | $591.9K | 0.09% | −346−4.5% | Reduced |
| Hartline Investment Corp | 7,375 | $589.1K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 7,341 | $586.4K | 0.35% | +95+1.3% | Added |
| Persium Advisors, LLC | 7,266 | $580.4K | 0.57% | +7,266 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 7,191 | $579.6K | 0.22% | −119−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 7,009 | $579.5K | 0.02% | +2,139+43.9% | Added |
| Nemes Rush Group LLC | 7,188 | $574.2K | 0.07% | −5,190−41.9% | Reduced |
| Insigneo Advisory Services, LLC | 7,187 | $574.1K | 0.06% | −2,113−22.7% | Reduced |
| Avantax Planning Partners, Inc. | 7,147 | $570.9K | 0.02% | −20−0.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 7,146 | $570.8K | 0.38% | +3,629+103.2% | Added |
| United Advisor Group, LLC | 7,136 | $570.1K | 0.11% | +623+9.6% | Added |
| CX Institutional | 7,134 | $569.9K | 0.02% | −156−2.1% | Reduced |
| Cahill Financial Advisors Inc | 7,134 | $569.9K | 0.08% | +1,654+30.2% | Added |
| E Fund Management Co., Ltd. | 7,132 | $569.7K | 0.03% | +3,202+81.5% | Added |
| Angeles Investment Advisors, LLC | 7,057 | $566.2K | 0.03% | −380−5.1% | Reduced |
| Tiaa Trust, National Association | 7,071 | $564.8K | 0.00% | +330+4.9% | Added |
| Spirit of America Management Corp | 7,069 | $564.7K | 0.11% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 7,065 | $564.4K | 0.52% | +7,065 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,000 | $559.2K | 0.08% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,977 | $557.3K | 0.24% | +168+2.5% | Added |
| Cypress Wealth Services, LLC | 6,976 | $557.2K | 0.11% | +431+6.6% | Added |
| Patrick M Sweeney & Associates, Inc | 6,954 | $555.5K | 0.42% | +455+7.0% | Added |
| Waters Parkerson & Co., LLC | 6,953 | $555.4K | 0.03% | +1,750+33.6% | Added |
| Schechter Investment Advisors, LLC | 6,942 | $554.5K | 0.04% | +2,252+48.0% | Added |
| WBI Investments | 6,936 | $554.0K | 0.14% | +680+10.9% | Added |
| Clark Wealth Partners | 6,936 | $554.0K | 0.43% | +6,936 | New |
| Graypoint LLC | 6,934 | $553.9K | 0.03% | +490+7.6% | Added |
| Eisler Capital Management Ltd. | 6,875 | $551.5K | 0.02% | +6,875 | New |
| Biltmore Wealth Management, LLC | 6,898 | $551.0K | 0.23% | −27−0.4% | Reduced |
| Martin & Co Inc | 6,893 | $550.6K | 0.14% | −284−4.0% | Reduced |
| Americana Partners, LLC | 6,884 | $549.9K | 0.02% | +379+5.8% | Added |
| Aaron Wealth Advisors | 6,878 | $549.4K | 0.06% | +305+4.6% | Added |
| Cypress Capital Group | 6,874 | $549.1K | 0.07% | −5,599−44.9% | Reduced |
| Windsor Capital Management, LLC | 6,865 | $548.4K | 0.16% | −50−0.7% | Reduced |
| Journey Advisory Group, LLC | 6,967 | $548.4K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,805 | $548.3K | 0.01% | −2,472−26.6% | Reduced |
| Trilogy Capital Inc. | 6,822 | $544.9K | 0.03% | +2,740+67.1% | Added |
| Continuum Advisory, LLC | 6,800 | $543.2K | 0.07% | +576+9.3% | Added |
| Alteri Wealth LLC | 6,793 | $542.6K | 0.15% | +6,793 | New |
| Bank of Stockton | 6,761 | $540.1K | 0.16% | −490−6.8% | Reduced |
| MJP Associates Inc | 6,751 | $539.3K | 0.10% | +6,751 | New |
| Hunter Associates Investment Management LLC | 6,673 | $535.0K | 0.08% | −586−8.1% | Reduced |
| Titleist Asset Management, LLC | 6,677 | $533.4K | 0.06% | −1,390−17.2% | Reduced |
| Mayflower Financial Advisors, LLC | 6,675 | $533.2K | 0.08% | −133−2.0% | Reduced |
| Kestra Investment Management, LLC | 6,664 | $532.3K | 0.02% | +705+11.8% | Added |
| Rogco, LP | 6,633 | $529.8K | 0.22% | +61+0.9% | Added |
| Kiker Wealth Management, LLC | 6,631 | $529.7K | 0.43% | +6,631 | New |
| Keystone Financial Services | 6,630 | $529.6K | 0.20% | +494+8.1% | Added |
| Beta Wealth Group, Inc. | 6,618 | $528.7K | 0.23% | −300−4.3% | Reduced |
| Intrust Bank NA | 6,612 | $528.2K | 0.05% | −37−0.6% | Reduced |
| Global View Capital Management LLC | 6,566 | $526.7K | 0.18% | +6,566 | New |
| Stratos Wealth Advisors, LLC | 6,562 | $524.2K | 0.03% | −5,844−47.1% | Reduced |
| Crumly & Associates Inc. | 6,533 | $521.9K | 0.14% | +397+6.5% | Added |
| 1620 Investment Advisors, Inc. | 6,530 | $521.6K | 0.40% | +288+4.6% | Added |
| Crestwood Advisors Group LLC | 6,524 | $521.1K | 0.01% | −565−8.0% | Reduced |
| United Community Bank | 6,497 | $519.0K | 0.20% | −736−10.2% | Reduced |
| Parkside Financial Bank & Trust | 6,472 | $517.0K | 0.07% | −59−0.9% | Reduced |
| Tranquilli Financial Advisor LLC | 6,470 | $516.8K | 0.33% | +1,242+23.8% | Added |
| Strategic Wealth Designers | 6,465 | $516.4K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,448 | $515.1K | 0.17% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 6,442 | $514.6K | 0.55% | −150−2.3% | Reduced |
| Kennebec Savings Bank | 6,285 | $514.0K | 0.52% | −821−11.6% | Reduced |
| Everpar Advisors LLC | 6,427 | $513.4K | 0.26% | +228+3.7% | Added |
| Spirepoint Private Client, LLC | 6,424 | $513.2K | 0.06% | −34,733−84.4% | Reduced |
| MONECO Advisors, LLC | 6,408 | $511.9K | 0.05% | +115+1.8% | Added |
| Long Road Investment Counsel, LLC | 6,400 | $511.0K | 0.21% | 00.0% | Unchanged |