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; 2,150 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| J.P. Marvel Investment Advisors, LLC | 57,056 | $4.56M | 0.75% | −250−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 56,831 | $4.54M | 0.98% | −2,157−3.7% | Reduced |
| Hennessy Advisors Inc | 56,700 | $4.53M | 0.13% | −2,000−3.4% | Reduced |
| Sirios Capital Management L P | 56,457 | $4.51M | 0.81% | −42,857−43.2% | Reduced |
| Omers Administration Corp | 56,384 | $4.50M | 0.04% | +9,200+19.5% | Added |
| Palisade Asset Management, LLC | 56,046 | $4.48M | 0.45% | −294−0.5% | Reduced |
| Argent Trust Co | 56,020 | $4.47M | 0.18% | +6,721+13.6% | Added |
| Capstone Investment Advisors, LLC | 55,675 | $4.45M | 0.04% | +52,456+1,629.6% | Added |
| Coston, McIsaac & Partners | 55,047 | $4.40M | 1.30% | −1,123−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 55,200 | $4.39M | 0.46% | +2,937+5.6% | Added |
| SlateStone Wealth, LLC | 55,009 | $4.39M | 0.43% | +829+1.5% | Added |
| Los Angeles Capital Management LLC | 54,950 | $4.39M | 0.02% | −338,796−86.0% | Reduced |
| Independent Advisor Alliance | 54,907 | $4.39M | 0.06% | +11,075+25.3% | Added |
| Richard Bernstein Advisors LLC | 54,903 | $4.39M | 0.10% | 00.0% | Unchanged |
| Headinvest, LLC | 54,834 | $4.38M | 0.83% | −1,713−3.0% | Reduced |
| Robinson Value Management, Ltd. | 54,708 | $4.37M | 2.89% | +657+1.2% | Added |
| Ritholtz Wealth Management | 54,485 | $4.35M | 0.13% | +40,243+282.6% | Added |
| Alliance Wealth Advisors, LLC | 54,456 | $4.35M | 1.12% | +145+0.3% | Added |
| Gsa Capital Partners LLP | 54,432 | $4.35M | 0.32% | +49,368+974.9% | Added |
| Glenview Trust Co | 54,096 | $4.32M | 0.08% | +150.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 54,055 | $4.32M | 2.75% | −55−0.1% | Reduced |
| Columbia Asset Management | 53,636 | $4.28M | 0.82% | −1,410−2.6% | Reduced |
| Kinneret Advisory, LLC | 53,064 | $4.28M | 0.40% | −2,472−4.5% | Reduced |
| First National Trust Co | 53,470 | $4.27M | 0.16% | −6,735−11.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 52,479 | $4.19M | 1.32% | +2,750+5.5% | Added |
| Welch & Forbes LLC | 52,126 | $4.16M | 0.05% | −5,280−9.2% | Reduced |
| Round Hill Asset Management | 52,110 | $4.16M | 2.94% | −110−0.2% | Reduced |
| Trust Co of Vermont | 51,929 | $4.15M | 0.20% | −12,020−18.8% | Reduced |
| Equitable Holdings, Inc. | 51,721 | $4.13M | 0.04% | +1,764+3.5% | Added |
| Vestor Capital, LLC | 51,375 | $4.10M | 0.31% | +138+0.3% | Added |
| Boston Research & Management Inc | 51,219 | $4.09M | 0.99% | −96−0.2% | Reduced |
| Cornerstone Advisors, LLC | 51,100 | $4.08M | 0.16% | 00.0% | Unchanged |
| Needham Investment Management LLC | 51,041 | $4.08M | 0.31% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 50,991 | $4.07M | 0.85% | −1,330−2.5% | Reduced |
| Liberty One Investment Management, LLC | 50,861 | $4.06M | 0.44% | +3,640+7.7% | Added |
| Advisors Management Group Inc | 50,775 | $4.06M | 0.96% | +5,942+13.3% | Added |
| RBA Wealth Management, LLC | 50,540 | $4.04M | 1.54% | +1,045+2.1% | Added |
| Highland Capital Management, LLC | 50,486 | $4.03M | 0.23% | −1,194−2.3% | Reduced |
| Dakota Wealth Management | 50,387 | $4.03M | 0.09% | −1,955−3.7% | Reduced |
| MainStreet Investment Advisors LLC | 50,383 | $4.02M | 0.56% | −1,443−2.8% | Reduced |
| Nixon Peabody Trust Co | 50,379 | $4.02M | 0.33% | −79,560−61.2% | Reduced |
| Mutual Advisors, LLC | 46,168 | $4.02M | 0.12% | +5,190+12.7% | Added |
| RSM US Wealth Management LLC | 53,817 | $3.99M | 0.06% | +4,799+9.8% | Added |
| Compass Wealth Management LLC | 49,673 | $3.97M | 0.96% | −370−0.7% | Reduced |
| Bahl & Gaynor Inc | 49,446 | $3.95M | 0.02% | −4,426−8.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 49,138 | $3.93M | 1.16% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 48,804 | $3.90M | 0.61% | +639+1.3% | Added |
| Beech Hill Advisors, Inc. | 48,306 | $3.86M | 1.44% | +2,519+5.5% | Added |
| Integrated Advisors Network LLC | 48,208 | $3.85M | 0.18% | +33,678+231.8% | Added |
| Cullinan Associates Inc | 48,186 | $3.85M | 0.25% | −8,378−14.8% | Reduced |
| CAPROCK Group, Inc. | 47,767 | $3.85M | 0.13% | +5,363+12.6% | Added |
| WCM Investment Management, LLC | 47,940 | $3.82M | 0.01% | +28,473+146.3% | Added |
| Everett Harris & Co | 47,654 | $3.81M | 0.05% | −1,145−2.3% | Reduced |
| DLK Investment Management, LLC | 47,633 | $3.80M | 1.59% | −2,270−4.5% | Reduced |
| Mattson Financial Services, LLC | 42,159 | $3.80M | 1.21% | +2,489+6.3% | Added |
| Cary Street Partners Financial LLC | 47,286 | $3.78M | 0.12% | +47,286 | New |
| 44 Wealth Management LLC | 47,152 | $3.77M | 1.45% | −2,886−5.8% | Reduced |
| Hedeker Wealth, LLC | 46,973 | $3.75M | 0.93% | −562−1.2% | Reduced |
| Andra AP-fonden | 46,929 | $3.75M | 0.06% | +28,400+153.3% | Added |
| SFMG, LLC | 46,745 | $3.73M | 0.29% | −374−0.8% | Reduced |
| Corbyn Investment Management Inc | 46,513 | $3.72M | 1.33% | −117−0.3% | Reduced |
| Virtu Financial LLC | 46,488 | $3.71M | 0.20% | +46,488 | New |
| GHP Investment Advisors, Inc. | 46,301 | $3.70M | 0.17% | +3,361+7.8% | Added |
| Diversify Wealth Management, LLC | 45,804 | $3.69M | 0.29% | +14,934+48.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 45,965 | $3.67M | 1.34% | +2,320+5.3% | Added |
| TrinityPoint Wealth, LLC | 45,962 | $3.67M | 0.52% | +2,199+5.0% | Added |
| Somerset Trust Co | 45,365 | $3.62M | 1.36% | −477−1.0% | Reduced |
| Hall Laurie J Trustee | 45,350 | $3.62M | 1.19% | +1,290+2.9% | Added |
| Harrell Investment Partners, LLC | 45,286 | $3.62M | 1.01% | −545−1.2% | Reduced |
| Ostrum Asset Management | 45,099 | $3.60M | 0.31% | +11,015+32.3% | Added |
| Lido Advisors, LLC | 44,631 | $3.60M | 0.02% | +79+0.2% | Added |
| Group One Trading, L.P. | 44,574 | $3.56M | 0.12% | +44,574 | New |
| Allworth Financial LP | 40,408 | $3.55M | 0.02% | +12,055+42.5% | Added |
| Farmers National Bank | 44,399 | $3.55M | 1.03% | +44,399 | New |
| Financial Partners Group, LLC | 44,297 | $3.54M | 1.47% | −230−0.5% | Reduced |
| Courier Capital LLC | 44,109 | $3.52M | 0.24% | −5,854−11.7% | Reduced |
| Inspire Trust Co, N.A. | 44,000 | $3.51M | 0.90% | +7,500+20.5% | Added |
| Snowden Capital Advisors LLC | 43,579 | $3.51M | 0.11% | +1,374+3.3% | Added |
| Hamilton Capital Partners Inc. | 43,592 | $3.48M | 0.26% | −5,087−10.5% | Reduced |
| Wolverine Trading, LLC | 43,487 | $3.46M | 0.08% | +30,087+224.5% | Added |
| Metis Global Partners, LLC | 43,049 | $3.44M | 0.10% | −11,189−20.6% | Reduced |
| Daymark Wealth Partners, LLC | 43,037 | $3.44M | 0.15% | +484+1.1% | Added |
| Everence Capital Management Inc | 42,950 | $3.43M | 0.22% | −8,610−16.7% | Reduced |
| Ancora Advisors, LLC | 42,907 | $3.43M | 0.08% | −919−2.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 42,427 | $3.42M | 0.17% | +937+2.3% | Added |
| Trinity Legacy Partners, LLC | 42,738 | $3.41M | 0.88% | −13,154−23.5% | Reduced |
| Tevis Investment Management | 42,304 | $3.41M | 2.53% | +556+1.3% | Added |
| Investment House LLC | 42,641 | $3.41M | 0.19% | −287−0.7% | Reduced |
| Tower Bridge Advisors | 42,558 | $3.40M | 0.36% | −1,338−3.0% | Reduced |
| Core Alternative Capital | 42,517 | $3.40M | 0.71% | +1,811+4.4% | Added |
| Integrated Wealth Concepts LLC | 42,294 | $3.38M | 0.04% | −5,954−12.3% | Reduced |
| Apollon Wealth Management, LLC | 42,213 | $3.37M | 0.08% | +383+0.9% | Added |
| Gilman Hill Asset Management, LLC | 41,924 | $3.35M | 0.58% | +1,016+2.5% | Added |
| Kinloch Capital, LLC | 41,688 | $3.33M | 1.67% | +1,225+3.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 41,294 | $3.33M | 1.49% | +840+2.1% | Added |
| Garland Capital Management Inc | 41,475 | $3.31M | 2.72% | −375−0.9% | Reduced |
| Nebula Research & Development LLC | 41,370 | $3.30M | 0.39% | +33,934+456.3% | Added |
| Regions Financial Corp | 41,280 | $3.30M | 0.02% | −1,616−3.8% | Reduced |
| BTC Capital Management, Inc. | 41,130 | $3.29M | 0.30% | −1,631−3.8% | Reduced |
| Level Four Advisory Services, LLC | 40,982 | $3.27M | 0.13% | +325+0.8% | Added |