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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 40,847 | $3.26M | 1.00% | +210+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 40,510 | $3.24M | 1.04% | −82−0.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 40,458 | $3.23M | 1.38% | −643−1.6% | Reduced |
| Aurdan Capital Management, LLC | 40,332 | $3.22M | 1.24% | +40,332 | New |
| Quinn Opportunity Partners LLC | 40,100 | $3.20M | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 39,989 | $3.19M | 0.09% | +37,265+1,368.0% | Added |
| Meritage Portfolio Management | 39,948 | $3.19M | 0.20% | +39,948 | New |
| Hemenway Trust Co LLC | 39,926 | $3.19M | 0.26% | −102,173−71.9% | Reduced |
| LaFleur & Godfrey LLC | 39,923 | $3.19M | 0.44% | −12,796−24.3% | Reduced |
| Sigma Planning Corp | 39,892 | $3.19M | 0.10% | +11,049+38.3% | Added |
| Arnhold LLC | 39,819 | $3.18M | 0.31% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 39,805 | $3.18M | 1.07% | −832−2.0% | Reduced |
| TCTC Holdings, LLC | 39,718 | $3.17M | 0.11% | +1,301+3.4% | Added |
| Keene & Associates, Inc. | 39,649 | $3.17M | 2.54% | +708+1.8% | Added |
| Equitable Trust Co | 39,645 | $3.17M | 0.18% | +18,968+91.7% | Added |
| Oak Asset Management, LLC | 39,637 | $3.17M | 1.17% | +1,152+3.0% | Added |
| Drucker Wealth 3.0, LLC | 39,612 | $3.16M | 0.73% | −7,740−16.3% | Reduced |
| Norden Group LLC | 39,425 | $3.15M | 0.36% | −555−1.4% | Reduced |
| Plato Investment Management Ltd | 39,156 | $3.14M | 0.23% | +1,085+2.8% | Added |
| Nelson Capital Management, LLC | 39,157 | $3.13M | 0.52% | −922−2.3% | Reduced |
| Park Avenue Securities LLC | 39,094 | $3.12M | 0.03% | +14,101+56.4% | Added |
| Arlington Partners LLC | 38,959 | $3.11M | 1.21% | −10,232−20.8% | Reduced |
| Generali Asset Management SPA SGR | 38,927 | $3.11M | 0.08% | +38,927 | New |
| Colrain Capital LLC | 38,060 | $3.07M | 3.01% | +38,060 | New |
| Vident Advisory, LLC | 38,361 | $3.06M | 0.05% | −353−0.9% | Reduced |
| Brentview Investment Management LLC | 38,258 | $3.06M | 1.74% | +38,258 | New |
| First Citizens Bank & Trust Co | 38,250 | $3.06M | 0.06% | −2,767−6.7% | Reduced |
| Allstate Corp | 38,240 | $3.05M | 0.09% | +38,240 | New |
| Perkins Coie Trust Co | 38,229 | $3.05M | 0.67% | −749−1.9% | Reduced |
| Prudential PLC | 38,208 | $3.05M | 0.02% | +6,066+18.9% | Added |
| Community Trust & Investment Co | 37,988 | $3.03M | 0.19% | +552+1.5% | Added |
| Financial Advisory Partners, LLC | 37,915 | $3.03M | 1.01% | −448−1.2% | Reduced |
| First Washington CORP | 37,746 | $3.02M | 1.07% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 37,679 | $3.01M | 0.48% | +1,359+3.7% | Added |
| King Luther Capital Management Corp | 37,670 | $3.01M | 0.01% | −3,610−8.7% | Reduced |
| VELA Investment Management, LLC | 37,644 | $3.01M | 1.03% | +2,066+5.8% | Added |
| Garrett Investment Advisors LLC | 37,187 | $2.97M | 0.29% | +4,601+14.1% | Added |
| Fred Alger Management, LLC | 36,801 | $2.97M | 0.01% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 34,681 | $2.96M | 0.90% | −15,334−30.7% | Reduced |
| Catherine Avery Investment Management LLC | 36,902 | $2.95M | 2.60% | +36,902 | New |
| Augustine Asset Management Inc | 36,717 | $2.93M | 0.77% | −764−2.0% | Reduced |
| Comgest Global Investors S.A.S. | 36,675 | $2.93M | 0.05% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 36,660 | $2.93M | 1.15% | +2,610+7.7% | Added |
| Romano Brothers and Company | 36,473 | $2.91M | 0.37% | −3,070−7.8% | Reduced |
| Hengehold Capital Management LLC | 36,469 | $2.91M | 0.27% | +468+1.3% | Added |
| Old Second National Bank of Aurora | 36,303 | $2.90M | 0.66% | +121+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 36,174 | $2.89M | 0.22% | +8,364+30.1% | Added |
| Novem Group | 36,107 | $2.88M | 0.43% | +36,107 | New |
| 180 Wealth Advisors, LLC | 35,826 | $2.86M | 0.45% | +2,641+8.0% | Added |
| Morton Community Bank | 35,734 | $2.85M | 0.75% | +733+2.1% | Added |
| GF Fund Management Co. Ltd. | 35,525 | $2.84M | 0.06% | +35,525 | New |
| Wolverine Asset Management LLC | 35,432 | $2.83M | 0.05% | +31,191+735.5% | Added |
| Atom Investors LP | 35,362 | $2.82M | 0.35% | +35,362 | New |
| IFP Advisors, Inc | 35,286 | $2.82M | 0.09% | +24,924+240.5% | Added |
| Sequoia Financial Advisors, LLC | 34,859 | $2.78M | 0.03% | −37,369−51.7% | Reduced |
| Focus Financial Network, Inc. | 34,769 | $2.78M | 0.11% | −418−1.2% | Reduced |
| Shorepoint Capital Partners LLC | 34,697 | $2.77M | 0.63% | +707+2.1% | Added |
| Marks Group Wealth Management, Inc | 34,612 | $2.76M | 0.27% | +349+1.0% | Added |
| Wedbush Securities Inc | 34,482 | $2.75M | 0.10% | +4,022+13.2% | Added |
| Moloney Securities Asset Management, LLC | 34,306 | $2.74M | 0.37% | −78−0.2% | Reduced |
| HBW Advisory Services LLC | 34,284 | $2.74M | 0.41% | +299+0.9% | Added |
| Alerus Financial NA | 33,960 | $2.71M | 0.21% | +29,354+637.3% | Added |
| Brady Family Wealth, LLC | 33,833 | $2.70M | 0.83% | −4,374−11.4% | Reduced |
| Ossiam | 33,569 | $2.68M | 0.05% | +253+0.8% | Added |
| IFG Advisory, LLC | 33,434 | $2.67M | 0.15% | −1,068−3.1% | Reduced |
| Appleton Partners Inc | 33,304 | $2.66M | 0.20% | −898−2.6% | Reduced |
| Chemung Canal Trust Co | 33,292 | $2.66M | 0.55% | −5,439−14.0% | Reduced |
| Truvestments Capital LLC | 33,233 | $2.65M | 0.68% | +1,706+5.4% | Added |
| Slagle Financial, LLC | 33,176 | $2.65M | 1.19% | +2,350+7.6% | Added |
| Old North State Wealth Management, LLC | 33,114 | $2.65M | 1.49% | +1,548+4.9% | Added |
| Wahed Invest LLC | 33,097 | $2.64M | 0.44% | +1,915+6.1% | Added |
| Diversify Advisory Services, LLC | 32,714 | $2.64M | 0.15% | −11,272−25.6% | Reduced |
| Foster & Motley Inc | 32,643 | $2.61M | 0.17% | +7,567+30.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 32,531 | $2.60M | 0.01% | +32,531 | New |
| NovaPoint Capital, LLC | 32,485 | $2.59M | 0.79% | +1,233+3.9% | Added |
| Fiduciary Trust Co | 32,465 | $2.59M | 0.03% | −2,910−8.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,454 | $2.59M | 0.07% | −12,642−28.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 32,400 | $2.59M | 0.64% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28,364 | $2.58M | 0.12% | −3,660−11.4% | Reduced |
| Fayez Sarofim & Co | 32,095 | $2.56M | 0.01% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 32,001 | $2.56M | 0.60% | −41,046−56.2% | Reduced |
| Congress Wealth Management LLC | 31,989 | $2.56M | 0.04% | −37,900−54.2% | Reduced |
| LGT Fund Management Co Ltd. | 31,947 | $2.55M | 0.22% | +6,722+26.6% | Added |
| Peak Asset Management, LLC | 31,781 | $2.54M | 0.47% | −462−1.4% | Reduced |
| GeoWealth Management, LLC | 31,744 | $2.54M | 0.08% | +8,094+34.2% | Added |
| Fullcircle Wealth LLC | 27,493 | $2.53M | 1.04% | +932+3.5% | Added |
| Sound View Wealth Advisors Group, LLC | 31,706 | $2.53M | 0.20% | −2,057−6.1% | Reduced |
| Great Valley Advisor Group, Inc. | 31,398 | $2.51M | 0.06% | −58,288−65.0% | Reduced |
| Autumn Glory Partners, LLC | 31,357 | $2.50M | 1.23% | −5,552−15.0% | Reduced |
| Uncommon Cents Investing LLC | 31,348 | $2.50M | 0.75% | −800−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 31,320 | $2.50M | 0.18% | +4,228+15.6% | Added |
| Intact Investment Management Inc. | 31,200 | $2.49M | 0.09% | −14,400−31.6% | Reduced |
| Cohen Capital Management, Inc. | 31,102 | $2.48M | 0.41% | +1,200+4.0% | Added |
| Gold Investment Management Ltd. | 31,000 | $2.48M | 1.04% | +441+1.4% | Added |
| Bard Financial Services, Inc. | 30,755 | $2.46M | 0.29% | −8,000−20.6% | Reduced |
| Roffman Miller Associates Inc | 30,662 | $2.45M | 0.15% | −13,331−30.3% | Reduced |
| Palouse Capital Management, Inc. | 30,635 | $2.45M | 1.63% | −374−1.2% | Reduced |
| Stonebridge Financial Group, LLC | 30,520 | $2.44M | 0.27% | +30,520 | New |
| Oarsman Capital, Inc. | 30,400 | $2.43M | 0.42% | +2,353+8.4% | Added |
| New Vernon Investment Management LLC | 29,613 | $2.42M | 4.11% | +22,300+304.9% | Added |