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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 30,156 | $2.41M | 0.44% | −3,282−9.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 30,073 | $2.40M | 1.49% | +354+1.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 29,995 | $2.40M | 1.94% | −490−1.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 29,931 | $2.39M | 1.93% | +4,807+19.1% | Added |
| Argent Advisors, Inc. | 29,717 | $2.37M | 0.88% | +820+2.8% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.37M | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29,635 | $2.37M | 0.12% | +4,960+20.1% | Added |
| Resonant Capital Advisors, LLC | 29,300 | $2.36M | 0.17% | −170−0.6% | Reduced |
| United Services Automobile Association | 29,425 | $2.35M | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 29,357 | $2.35M | 0.14% | +7,711+35.6% | Added |
| Segall Bryant & Hamill, LLC | 29,330 | $2.34M | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 29,325 | $2.34M | 0.05% | +405+1.4% | Added |
| Vance Wealth, Inc. | 29,303 | $2.34M | 0.90% | +33+0.1% | Added |
| HighPoint Advisor Group LLC | 25,984 | $2.34M | 0.13% | +983+3.9% | Added |
| NewEdge Wealth, LLC | 29,219 | $2.33M | 0.04% | −987−3.3% | Reduced |
| Voya Financial Advisors, Inc. | 29,319 | $2.33M | 0.25% | +3,600+14.0% | Added |
| NBT Bank N A | 28,966 | $2.31M | 0.16% | −537−1.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,940 | $2.31M | 1.73% | −625−2.1% | Reduced |
| Bridges Investment Management Inc | 28,937 | $2.31M | 0.03% | −7,387−20.3% | Reduced |
| Fundamentun, LLC | 28,904 | $2.31M | 0.14% | −2,267−7.3% | Reduced |
| Greenup Street Wealth Management LLC | 28,886 | $2.31M | 0.46% | +1,502+5.5% | Added |
| Parsons Capital Management Inc | 28,842 | $2.30M | 0.13% | +922+3.3% | Added |
| Global Retirement Partners, LLC | 28,836 | $2.30M | 0.07% | +617+2.2% | Added |
| Leelyn Smith, LLC | 28,691 | $2.29M | 0.41% | +801+2.9% | Added |
| EagleClaw Capital Managment, LLC | 28,622 | $2.29M | 0.36% | +100+0.4% | Added |
| Hancock Whitney Corp | 28,619 | $2.29M | 0.07% | −4,788−14.3% | Reduced |
| Twin City Private Wealth, LLC | 28,360 | $2.29M | 2.02% | +2,281+8.7% | Added |
| Phoenix Wealth Advisors | 28,603 | $2.28M | 0.99% | −1,274−4.3% | Reduced |
| JNBA Financial Advisors | 28,564 | $2.28M | 0.23% | −24−0.1% | Reduced |
| Proactive Wealth Strategies LLC | 28,528 | $2.28M | 1.19% | −841−2.9% | Reduced |
| First National Advisers, LLC | 28,418 | $2.27M | 0.37% | +809+2.9% | Added |
| Aptus Capital Advisors, LLC | 28,179 | $2.27M | 0.03% | +16,679+145.0% | Added |
| WCG Wealth Advisors LLC | 28,384 | $2.27M | 0.15% | +5,606+24.6% | Added |
| Great Lakes Advisors, LLC | 28,367 | $2.27M | 0.02% | −2,501−8.1% | Reduced |
| Scissortail Wealth Management, LLC | 28,347 | $2.26M | 0.58% | +27,963+7,282.0% | Added |
| Granite Group Advisors, LLC | 28,316 | $2.26M | 1.44% | +1,097+4.0% | Added |
| Ameritas Advisory Services, LLC | 28,273 | $2.26M | 0.08% | +10,975+63.4% | Added |
| Lynx Capital Group Ltd | 28,259 | $2.26M | 1.30% | −79−0.3% | Reduced |
| Quantbot Technologies LP | 28,014 | $2.24M | 0.08% | +28,014 | New |
| Ridgewood Investments LLC | 28,007 | $2.24M | 1.08% | +2,888+11.5% | Added |
| Empire Financial Management Company, LLC | 27,912 | $2.23M | 0.70% | +931+3.5% | Added |
| Walter & Keenan Financial Consulting Co | 27,767 | $2.22M | 0.67% | −7,964−22.3% | Reduced |
| National Asset Management, Inc. | 27,308 | $2.20M | 0.07% | −1,939−6.6% | Reduced |
| Boston Family Office LLC | 27,305 | $2.18M | 0.15% | +413+1.5% | Added |
| Berry Wealth Group, LP | 27,165 | $2.17M | 1.57% | −196−0.7% | Reduced |
| Alps Advisors Inc | 27,137 | $2.17M | 0.01% | −90−0.3% | Reduced |
| Valley National Advisers Inc | 27,117 | $2.17M | 0.39% | −7,370−21.4% | Reduced |
| Manhattan West Asset Management, LLC | 26,930 | $2.15M | 0.58% | +2,863+11.9% | Added |
| Miracle Mile Advisors, LLC | 26,931 | $2.15M | 0.04% | −235−0.9% | Reduced |
| Evergreen Wealth Management, LLC | 26,865 | $2.15M | 1.27% | +663+2.5% | Added |
| Sectoral Asset Management Inc | 26,350 | $2.12M | 1.41% | −3,000−10.2% | Reduced |
| Evercore Wealth Management, LLC | 26,451 | $2.11M | 0.03% | −410−1.5% | Reduced |
| Warren Averett Asset Management, LLC | 26,419 | $2.11M | 0.03% | +16,491+166.1% | Added |
| Sterling Capital Management LLC | 26,382 | $2.11M | 0.03% | −1,857−6.6% | Reduced |
| Carrera Capital Advisors | 26,047 | $2.10M | 0.49% | +26,047 | New |
| Delta Capital Management LLC | 26,255 | $2.10M | 1.20% | −50−0.2% | Reduced |
| Petredis Investment Advisors LLC | 26,166 | $2.09M | 0.22% | −768−2.9% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.09M | 0.23% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 26,143 | $2.09M | 0.37% | +4,145+18.8% | Added |
| Stonebrook Private Inc. | 26,007 | $2.08M | 0.54% | −902−3.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 25,918 | $2.07M | 0.60% | −1,490−5.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 25,869 | $2.07M | 0.11% | −2,343−8.3% | Reduced |
| Twin Capital Management Inc | 25,824 | $2.06M | 0.23% | −648−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,354 | $2.03M | 0.35% | −2,620−6.9% | Reduced |
| Aviso Financial Inc. | 25,299 | $2.02M | 0.10% | +3,038+13.6% | Added |
| Freestone Capital Holdings, LLC | 25,285 | $2.02M | 0.07% | −573−2.2% | Reduced |
| Meridian Investment Counsel Inc. | 24,934 | $1.99M | 0.59% | +12,297+97.3% | Added |
| Bradley Foster & Sargent Inc | 24,854 | $1.99M | 0.03% | +2,294+10.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,820 | $1.98M | 1.33% | −225−0.9% | Reduced |
| Money Concepts Capital Corp | 24,765 | $1.98M | 0.15% | +867+3.6% | Added |
| Vestcor Inc | 24,728 | $1.98M | 0.07% | −26−0.1% | Reduced |
| Spinnaker Trust | 24,717 | $1.97M | 0.12% | −91−0.4% | Reduced |
| Creative Financial Designs Inc | 24,559 | $1.96M | 0.16% | −225−0.9% | Reduced |
| Banco de Sabadell, S.A | 24,581 | $1.96M | 1.54% | +3,008+13.9% | Added |
| RFG Advisory, LLC | 24,492 | $1.96M | 0.06% | +274+1.1% | Added |
| Millington Financial Advisors, LLC | 21,456 | $1.94M | 1.13% | +1,828+9.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,256 | $1.94M | 0.26% | +1,181+5.1% | Added |
| Horizon Investments, LLC | 23,970 | $1.91M | 0.05% | +500+2.1% | Added |
| Valtinson Bruner Financial Planning LLC | 23,933 | $1.91M | 0.67% | +920+4.0% | Added |
| Northcape Wealth Management, LLC | 23,829 | $1.90M | 0.62% | +2,565+12.1% | Added |
| Citadel Investment Advisory, Inc. | 23,615 | $1.89M | 0.98% | −585−2.4% | Reduced |
| MV Capital Management, Inc. | 23,408 | $1.87M | 0.20% | −110.0% | Reduced |
| Railway Pension Investments Ltd | 23,400 | $1.87M | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 23,383 | $1.87M | 0.51% | +2,356+11.2% | Added |
| Greenline Partners, LLC | 23,304 | $1.86M | 0.26% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23,291 | $1.86M | 0.00% | −3,462−12.9% | Reduced |
| Merit Financial Group, LLC | 23,270 | $1.86M | 0.03% | +17,831+327.8% | Added |
| Gladstone Institutional Advisory LLC | 23,195 | $1.85M | 0.09% | −3,846−14.2% | Reduced |
| Strengthening Families & Communities, LLC | 23,118 | $1.85M | 1.05% | +1,833+8.6% | Added |
| Beach Investment Counsel Inc | 22,782 | $1.82M | 0.25% | −2,150−8.6% | Reduced |
| Hilltop National Bank | 22,781 | $1.82M | 0.55% | +424+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 22,576 | $1.82M | 0.07% | +9,181+68.5% | Added |
| Northwest & Ethical Investments L.P. | 22,722 | $1.82M | 0.05% | +1,371+6.4% | Added |
| Red Spruce Capital, LLC | 22,552 | $1.80M | 0.80% | +3,552+18.7% | Added |
| Bowen Hanes & Co Inc | 22,395 | $1.79M | 0.05% | −300−1.3% | Reduced |
| First Hawaiian Bank | 22,393 | $1.79M | 0.06% | +2,302+11.5% | Added |
| LifePlan Financial, LLC | 22,327 | $1.78M | 1.58% | +822+3.8% | Added |
| We Are One Seven, LLC | 22,219 | $1.77M | 0.07% | +449+2.1% | Added |
| Alpha DNA Investment Management LLC | 22,168 | $1.77M | 0.97% | +9,387+73.4% | Added |
| First Horizon Advisors, Inc. | 22,049 | $1.76M | 0.05% | −4,702−17.6% | Reduced |