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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 5,102 | $407.5K | 0.09% | −7−0.1% | Reduced |
| North Star Asset Management Inc | 5,083 | $406.0K | 0.02% | +578+12.8% | Added |
| IVC Wealth Advisors LLC | 5,069 | $404.9K | 0.23% | −387−7.1% | Reduced |
| Flputnam Investment Management Co | 5,046 | $403.1K | 0.01% | −490−8.9% | Reduced |
| Mechanics Financial Corp | 5,046 | $403.1K | 0.18% | −80−1.6% | Reduced |
| Phoenix Holdings Ltd. | 5,014 | $403.0K | 0.01% | +277+5.8% | Added |
| Curbstone Financial Management Corp | 5,044 | $402.9K | 0.09% | +458+10.0% | Added |
| Ambassador Advisors, LLC | 5,043 | $402.8K | 0.07% | +134+2.7% | Added |
| Patten Group, Inc. | 5,041 | $402.7K | 0.09% | −457−8.3% | Reduced |
| Core Wealth Partners LLC | 5,030 | $401.8K | 0.23% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 5,002 | $399.6K | 0.17% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $399.4K | 0.23% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,969 | $396.9K | 0.09% | −311−5.9% | Reduced |
| Papp L Roy & Associates | 4,961 | $396.3K | 0.05% | −1,125−18.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,902 | $391.6K | 0.10% | −5,775−54.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,898 | $391.3K | 0.41% | −2,878−37.0% | Reduced |
| Martingale Asset Management L P | 4,873 | $389.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,855 | $387.8K | 0.02% | +1,613+49.8% | Added |
| Baxter Bros Inc | 4,850 | $387.4K | 0.05% | −850−14.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,841 | $386.7K | 0.04% | −120−2.4% | Reduced |
| Principle Wealth Partners LLC | 4,826 | $385.5K | 0.03% | 00.0% | Unchanged |
| Chaney Capital Management, Inc. | 4,800 | $383.4K | 0.18% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,773 | $381.3K | 0.13% | +146+3.2% | Added |
| LMR Partners LLP | 4,765 | $380.6K | 0.01% | −96,106−95.3% | Reduced |
| SS&H Financial Advisors, Inc. | 4,756 | $380.0K | 0.14% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $379.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,735 | $378.2K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,707 | $376.0K | 0.02% | −1,161−19.8% | Reduced |
| Martin Investment Management, LLC | 4,703 | $375.7K | 0.10% | −15−0.3% | Reduced |
| Catalyst Financial Partners LLC | 4,664 | $372.6K | 0.07% | +491+11.8% | Added |
| Capital Performance Advisors LLP | 4,638 | $370.5K | 0.12% | +1,881+68.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,633 | $370.1K | 0.04% | −600−11.5% | Reduced |
| Seelaus Asset Management LLC | 4,630 | $369.8K | 0.34% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 4,627 | $369.6K | 0.12% | −5−0.1% | Reduced |
| Skopos Labs, Inc. | 4,613 | $368.4K | 0.11% | +1,455+46.1% | Added |
| Oddo BHF Asset Management SAS | 4,605 | $367.8K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,600 | $367.5K | 0.01% | +1,340+41.1% | Added |
| Balanced Rock Investment Advisor | 4,586 | $366.3K | 0.29% | −623−12.0% | Reduced |
| Legacy Advisory Services, LLC | 4,584 | $366.3K | 0.31% | −10.0% | Reduced |
| Apriem Advisors | 4,569 | $365.0K | 0.04% | −1,237−21.3% | Reduced |
| US Asset Management LLC | 4,527 | $362.0K | 0.32% | −213−4.5% | Reduced |
| TigerOak Management, L.L.C. | 4,524 | $361.4K | 0.13% | +4,524 | New |
| Community Financial Services Group, LLC | 4,520 | $361.1K | 0.07% | −3,890−46.3% | Reduced |
| MFA Wealth Services | 4,513 | $360.5K | 0.29% | +4,513 | New |
| Westpac Banking Corp | 4,504 | $359.8K | 0.02% | −111−2.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,503 | $359.7K | 0.08% | −38−0.8% | Reduced |
| Advyzon Investment Management, LLC | 4,497 | $359.2K | 0.14% | +4,497 | New |
| Center for Financial Planning, Inc. | 4,492 | $358.8K | 0.05% | −816−15.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,490 | $358.7K | 0.12% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,421 | $356.9K | 0.07% | +159+3.7% | Added |
| Empower Advisory Group, LLC | 4,447 | $355.2K | 0.00% | +231+5.5% | Added |
| Northwest Bancshares, Inc. | 4,445 | $355.1K | 0.07% | −140−3.1% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $354.7K | 0.12% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 4,435 | $354.3K | 0.28% | +4,435 | New |
| Baker Avenue Asset Management, LP | 4,422 | $353.2K | 0.01% | +338+8.3% | Added |
| Portfolio Design Labs, LLC | 4,422 | $353.2K | 0.07% | +1,781+67.4% | Added |
| Simplicity Wealth,LLC | 4,410 | $352.3K | 0.07% | −12,266−73.6% | Reduced |
| Greenfield Savings Bank | 4,408 | $352.1K | 0.17% | −478−9.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,408 | $352.1K | 0.01% | +1,095+33.1% | Added |
| Aviance Capital Partners, LLC | 4,376 | $349.6K | 0.05% | +396+9.9% | Added |
| Jeppson Wealth Management, LLC | 4,347 | $347.2K | 0.13% | −15−0.3% | Reduced |
| KPP Advisory Services LLC | 4,336 | $346.4K | 0.08% | −68−1.5% | Reduced |
| Precision Wealth Strategies, LLC | 4,335 | $346.3K | 0.27% | +594+15.9% | Added |
| Alliance Wealth Advisors, LLC | 4,328 | $345.7K | 0.20% | −29−0.7% | Reduced |
| Evoke Wealth, LLC | 4,281 | $345.1K | 0.01% | +4,281 | New |
| Wynn Capital, LLC | 4,318 | $344.9K | 0.22% | +397+10.1% | Added |
| Prestige Wealth Management Group LLC | 4,265 | $343.7K | 0.07% | −3,257−43.3% | Reduced |
| Winton Group Ltd | 4,279 | $341.8K | 0.02% | +4,279 | New |
| Poinciana Advisors Group, LLC | 4,274 | $341.4K | 0.35% | +4,274 | New |
| BlueStem Wealth Partners, LLC | 4,273 | $341.3K | 0.04% | +4,273 | New |
| Red Door Wealth Management, LLC | 4,225 | $337.5K | 0.05% | +512+13.8% | Added |
| Guardian Wealth Advisors, LLC | 4,220 | $337.1K | 0.22% | +521+14.1% | Added |
| Hall Capital Management Co Inc | 4,218 | $336.9K | 0.16% | +4,218 | New |
| InvesTrust | 4,230 | $336.8K | 0.09% | +4,230 | New |
| Register Financial Advisors LLC | 4,210 | $336.3K | 0.17% | +100+2.4% | Added |
| Twin Lakes Capital Management, LLC | 4,205 | $335.9K | 0.22% | −81−1.9% | Reduced |
| Agf Management Ltd | 4,196 | $335.2K | 0.00% | +4,196 | New |
| Alta Advisers Ltd | 4,185 | $334.3K | 0.21% | +685+19.6% | Added |
| Camden Capital, LLC | 4,168 | $333.0K | 0.04% | +95+2.3% | Added |
| DRW Securities, LLC | 4,166 | $332.8K | 0.02% | −2,122−33.7% | Reduced |
| BSW Wealth Partners | 4,142 | $330.9K | 0.05% | −588−12.4% | Reduced |
| Brass Tax Wealth Management, Inc | 4,133 | $330.1K | 0.07% | +149+3.7% | Added |
| Raleigh Capital Management Inc. | 4,128 | $329.7K | 0.13% | −64−1.5% | Reduced |
| Aspen Investment Management Inc | 4,117 | $329.0K | 0.15% | −97−2.3% | Reduced |
| FLC Capital Advisors | 4,109 | $328.2K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 4,095 | $327.1K | 0.04% | −688−14.4% | Reduced |
| Holistic Financial Partners | 4,087 | $326.5K | 0.16% | +151+3.8% | Added |
| Harbour Trust & Investment Management Co | 4,070 | $325.1K | 0.04% | −278−6.4% | Reduced |
| Forza Wealth Management, LLC | 4,064 | $324.6K | 0.15% | +403+11.0% | Added |
| Bollard Group LLC | 4,060 | $324.0K | 0.01% | −2,969−42.2% | Reduced |
| Vermillion Wealth Management, Inc. | 4,053 | $323.8K | 0.17% | +4,053 | New |
| Flavin Financial Services, Inc. | 4,052 | $323.6K | 0.31% | +4,052 | New |
| InTrack Investment Management Inc | 3,778 | $322.1K | 0.22% | −3,097−45.0% | Reduced |
| Nwam LLC | 4,031 | $322.0K | 0.02% | −531−11.6% | Reduced |
| Flow Traders U.S. LLC | 4,029 | $322.0K | 0.01% | +4,029 | New |
| Peoples Financial Services Corp. | 4,025 | $321.5K | 0.15% | −355−8.1% | Reduced |
| ASB Consultores, LLC | 4,018 | $321.0K | 0.13% | +1,682+72.0% | Added |
| Northwest Financial Advisors | 4,008 | $320.2K | 0.26% | +20.0% | Added |
| First City Capital Management, Inc. | 3,998 | $319.4K | 0.17% | −125−3.0% | Reduced |
| Modera Wealth Management, LLC | 3,981 | $318.0K | 0.00% | +760+23.6% | Added |