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 |
|---|---|---|---|---|---|
| Clark & Stuart, Inc | 6,327 | $509.5K | 0.37% | +6,327 | New |
| Midland Wealth Advisors LLC | 6,377 | $509.4K | 0.03% | −55−0.9% | Reduced |
| Venturi Wealth Management, LLC | 6,374 | $509.2K | 0.03% | +4,123+183.2% | Added |
| Prudent Man Advisors, LLC | 6,357 | $507.8K | 0.18% | −1,035−14.0% | Reduced |
| Stonegate Investment Group, LLC | 6,354 | $507.6K | 0.01% | −9−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 6,296 | $507.3K | 0.02% | +272+4.5% | Added |
| Westhampton Capital, LLC | 6,325 | $505.2K | 0.26% | −200−3.1% | Reduced |
| Coastwise Capital Group, LLC | 6,300 | $503.2K | 0.40% | −200−3.1% | Reduced |
| City State Bank | 6,285 | $502.0K | 0.18% | −333−5.0% | Reduced |
| Financial Management Professionals, Inc. | 6,262 | $500.2K | 0.06% | +1,446+30.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,235 | $498.0K | 0.19% | −1,979−24.1% | Reduced |
| Centaurus Financial, Inc. | 6,231 | $498.0K | 0.03% | −42−0.7% | Reduced |
| Vicus Capital | 6,231 | $497.7K | 0.04% | −187−2.9% | Reduced |
| EPG Wealth Management LLC | 6,215 | $496.5K | 0.13% | −38−0.6% | Reduced |
| General Partner, Inc. | 6,199 | $495.2K | 0.30% | −58−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,184 | $494.0K | 0.04% | −97−1.5% | Reduced |
| Evelyn Partners Investment Management LLP | 6,181 | $493.7K | 0.02% | +6,181 | New |
| Silverlake Wealth Management LLC | 6,152 | $491.4K | 0.19% | −432−6.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,146 | $490.9K | 0.03% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 6,134 | $490.0K | 0.14% | +6,134 | New |
| White Pine Capital LLC | 6,133 | $489.9K | 0.17% | −266−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,118 | $489.0K | 0.01% | −2,831−31.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,090 | $486.5K | 0.04% | −8,952−59.5% | Reduced |
| AllSquare Wealth Management LLC | 6,084 | $486.0K | 0.28% | +1,200+24.6% | Added |
| Hudson Portfolio Management LLC | 6,040 | $482.5K | 0.47% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,000 | $479.3K | 0.14% | −586−8.9% | Reduced |
| Clough Capital Partners L P | 6,000 | $479.3K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 5,949 | $475.2K | 0.13% | −1,815−23.4% | Reduced |
| First PREMIER Bank | 5,952 | $475.0K | 0.12% | −465−7.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,946 | $475.0K | 0.10% | −244−3.9% | Reduced |
| Wealthspire Advisors, LLC | 5,934 | $474.0K | 0.00% | −4,059−40.6% | Reduced |
| DecisionMap Wealth Management, LLC | 5,933 | $473.9K | 0.38% | +5,933 | New |
| Avestar Capital, LLC | 5,928 | $473.8K | 0.04% | +815+15.9% | Added |
| Applied Capital LLC | 5,915 | $472.5K | 0.37% | −250−4.1% | Reduced |
| Davis Capital Management | 5,894 | $470.8K | 0.38% | +1,589+36.9% | Added |
| Fiduciary Alliance LLC | 5,884 | $470.0K | 0.05% | +5,884 | New |
| Wedmont Private Capital | 5,802 | $468.0K | 0.02% | +1,004+20.9% | Added |
| Syntax Research, Inc. | 5,828 | $465.6K | 0.33% | −491−7.8% | Reduced |
| Gilbert & Cook, Inc. | 5,816 | $464.6K | 0.07% | +98+1.7% | Added |
| Northstar Asset Management LLC | 5,815 | $464.5K | 0.11% | −250−4.1% | Reduced |
| Phillips Wealth Planners LLC | 5,737 | $462.7K | 0.46% | −1,248−17.9% | Reduced |
| Hodges Capital Management Inc. | 5,787 | $462.0K | 0.03% | −99−1.7% | Reduced |
| Cito Capital Group, LLC | 5,738 | $461.0K | 0.17% | −500−8.0% | Reduced |
| CWA Asset Management Group, LLC | 5,752 | $459.5K | 0.02% | +1,113+24.0% | Added |
| Ipsen Advisor Group LLC | 5,747 | $459.0K | 0.39% | +5,747 | New |
| Maven Securities LTD | 5,724 | $457.2K | 0.07% | +5,724 | New |
| Sym Financial Corp | 5,719 | $456.8K | 0.06% | +5,719 | New |
| Global X Japan Co., Ltd. | 5,717 | $456.7K | 0.06% | +441+8.4% | Added |
| Sargent Investment Group, LLC | 5,544 | $453.5K | 0.07% | +5,544 | New |
| Rathbone Brothers plc | 5,663 | $452.4K | 0.00% | −450−7.4% | Reduced |
| 1776 Wealth LLC | 5,656 | $451.8K | 0.21% | 00.0% | Unchanged |
| Finward Bancorp | 5,652 | $451.5K | 0.39% | +5,652 | New |
| Manchester Capital Management LLC | 5,624 | $449.2K | 0.05% | +228+4.2% | Added |
| New Hampshire Trust | 5,615 | $448.5K | 0.09% | −167−2.9% | Reduced |
| Redmond Asset Management, LLC | 5,612 | $448.3K | 0.11% | −966−14.7% | Reduced |
| Tritonpoint Wealth, LLC | 5,562 | $448.2K | 0.04% | −810−12.7% | Reduced |
| Boyar Asset Management Inc. | 5,591 | $446.6K | 0.29% | +378+7.3% | Added |
| Meadow Creek Wealth Advisors LLC | 5,585 | $446.2K | 0.32% | −92−1.6% | Reduced |
| Shepherd Financial Partners LLC | 5,567 | $444.7K | 0.05% | +159+2.9% | Added |
| Loudon Investment Management, LLC | 5,562 | $444.3K | 0.25% | −2,049−26.9% | Reduced |
| Sage Investment Counsel LLC | 5,554 | $443.7K | 0.58% | +5,554 | New |
| ICONIQ Capital, LLC | 5,526 | $441.4K | 0.01% | +2,141+63.2% | Added |
| Cambridge Advisors Inc. | 5,499 | $439.3K | 0.10% | +80+1.5% | Added |
| Athena Investment Management | 5,488 | $438.4K | 0.25% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,486 | $438.2K | 0.05% | −483−8.1% | Reduced |
| Cordatus Wealth Management LLC | 5,487 | $438.0K | 0.12% | −26−0.5% | Reduced |
| Tudor Financial Inc. | 5,480 | $437.7K | 0.26% | −1,025−15.8% | Reduced |
| Code Waechter LLC | 5,468 | $436.8K | 0.38% | −174−3.1% | Reduced |
| Thrive Wealth Management, LLC | 5,460 | $436.1K | 0.08% | −556−9.2% | Reduced |
| Waterway Wealth Management, LLC | 5,459 | $436.1K | 0.19% | +966+21.5% | Added |
| AdvisorNet Financial, Inc | 5,451 | $435.4K | 0.04% | −1,440−20.9% | Reduced |
| Mission Wealth Management, LP | 5,451 | $435.4K | 0.01% | −19−0.3% | Reduced |
| High Note Wealth, LLC | 5,417 | $432.7K | 0.11% | −206−3.7% | Reduced |
| FIL Ltd | 5,414 | $432.5K | 0.00% | +748+16.0% | Added |
| First Manhattan Co | 5,364 | $432.2K | 0.00% | −63−1.2% | Reduced |
| Leavell Investment Management, Inc. | 5,331 | $429.6K | 0.02% | +226+4.4% | Added |
| Axq Capital, LP | 5,358 | $428.0K | 0.19% | +1,340+33.3% | Added |
| Washington Trust Bank | 5,351 | $427.4K | 0.04% | −1,003−15.8% | Reduced |
| TCI Wealth Advisors, Inc. | 5,345 | $427.0K | 0.04% | +55+1.0% | Added |
| Ti-Trust, Inc | 5,335 | $426.2K | 0.29% | −75−1.4% | Reduced |
| LGL Partners, LLC | 5,326 | $425.4K | 0.06% | +94+1.8% | Added |
| Beverly Hills Private Wealth, LLC | 5,324 | $425.2K | 0.09% | −225−4.1% | Reduced |
| Elefante Mark B | 5,322 | $425.1K | 0.39% | +5,322 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $424.2K | 0.24% | −400−7.0% | Reduced |
| LSV Asset Management | 5,300 | $423.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,286 | $422.0K | 0.20% | −861−14.0% | Reduced |
| Radnor Capital Management, LLC | 5,275 | $421.0K | 0.07% | −1,800−25.4% | Reduced |
| Richwood Investment Advisors, LLC | 5,231 | $417.8K | 0.35% | −315−5.7% | Reduced |
| Abbot Financial Management, Inc. | 5,227 | $417.5K | 0.21% | −300−5.4% | Reduced |
| Axecap Investments, LLC | 5,224 | $417.3K | 0.31% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,203 | $415.6K | 0.13% | −258−4.7% | Reduced |
| Sovran Advisors, LLC | 4,871 | $415.3K | 0.06% | +4,871 | New |
| DGS Capital Management, LLC | 5,190 | $414.6K | 0.10% | +371+7.7% | Added |
| Independence Bank of Kentucky | 5,188 | $414.4K | 0.06% | +3,350+182.3% | Added |
| First Affirmative Financial Network | 5,166 | $412.6K | 0.24% | −589−10.2% | Reduced |
| Simon Quick Advisors, LLC | 5,160 | $412.2K | 0.02% | +1,353+35.5% | Added |
| First Heartland Consultants, Inc. | 5,154 | $411.7K | 0.04% | +27+0.5% | Added |
| Cascades Capital Asset Management, LLC | 5,139 | $410.5K | 0.22% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5,133 | $410.0K | 0.22% | +5,133 | New |
| Resurgent Financial Advisors LLC | 5,113 | $408.4K | 0.24% | −73−1.4% | Reduced |