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, Q1 2025
Institutional positions in Medtronic plc as of Mar 31, 2025. 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
- 2,178
- +80 vs. Q4 2024
- Shares held
- 1.08B
- +16.7M (+1.6%) vs. Q4 2024
- Total value
- $96.9B
- +$12.0B (+14.1%) vs. Q4 2024
- New holders
- 207
- 943 more added
- Sold out
- 127
- 807 more reduced
35 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 8,469 | $761.0K | 0.06% | +3,018+55.4% | Added |
| McDaniel Terry & Co | 8,568 | $770.0K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 8,566 | $772.5K | 0.04% | +53+0.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,625 | $775.0K | 0.20% | +1,022+13.4% | Added |
| Valley National Advisers Inc | 8,636 | $776.0K | 0.14% | −18,481−68.2% | Reduced |
| WBI Investments | 8,637 | $776.2K | 0.20% | +1,701+24.5% | Added |
| Washington Capital Management Inc | 8,645 | $776.8K | 0.63% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,647 | $777.0K | 0.08% | −257−2.9% | Reduced |
| Hodges Capital Management Inc. | 8,663 | $778.0K | 0.08% | +2,876+49.7% | Added |
| Beacon Investment Advisors LLC | 8,730 | $784.5K | 0.37% | −18−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,746 | $785.9K | 0.02% | +4,338+98.4% | Added |
| Strategic Blueprint, LLC | 8,817 | $792.3K | 0.04% | +223+2.6% | Added |
| Penserra Capital Management LLC | 8,886 | $797.0K | 0.01% | +5,529+164.7% | Added |
| Sandy Spring Bank | 8,890 | $798.9K | 0.03% | −4,073−31.4% | Reduced |
| AE Wealth Management LLC | 8,899 | $799.6K | 0.01% | +597+7.2% | Added |
| Pitti Group Wealth Management, LLC | 8,921 | $801.7K | 0.82% | +302+3.5% | Added |
| BluePath Capital Management, LLC | 8,957 | $804.9K | 0.84% | −3,154−26.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 8,970 | $806.0K | 0.35% | 00.0% | Unchanged |
| Marex Group plc | 9,021 | $810.6K | 0.02% | +6,032+201.8% | Added |
| Malaga Cove Capital, LLC | 9,038 | $812.2K | 0.35% | −162−1.8% | Reduced |
| Financial Sense Advisors, Inc. | 9,039 | $812.3K | 0.23% | +358+4.1% | Added |
| Crews Bank & Trust | 9,090 | $816.8K | 0.14% | −363−3.8% | Reduced |
| Burney Co | 9,101 | $817.8K | 0.03% | −68−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 9,132 | $820.6K | 0.01% | +9,132 | New |
| Trust Point Inc. | 9,167 | $823.8K | 0.08% | −2,638−22.3% | Reduced |
| SageView Advisory Group, LLC | 9,183 | $825.2K | 0.04% | −826−8.3% | Reduced |
| MJP Associates Inc | 9,214 | $828.0K | 0.15% | +2,463+36.5% | Added |
| Altfest L J & Co Inc | 9,244 | $830.7K | 0.10% | −8,883−49.0% | Reduced |
| Unique Wealth Strategies, LLC | 9,253 | $831.5K | 0.38% | −376−3.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 9,291 | $834.9K | 0.02% | −345,707−97.4% | Reduced |
| Private Trust Co NA | 9,349 | $840.1K | 0.09% | +863+10.2% | Added |
| Fiduciary Group LLC | 9,351 | $840.3K | 0.08% | −201−2.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,386 | $843.4K | 0.08% | −1,369−12.7% | Reduced |
| FRG Family Wealth Advisors LLC | 9,413 | $845.9K | 0.16% | −700−6.9% | Reduced |
| Flagship Harbor Advisors, LLC | 9,454 | $849.6K | 0.04% | −1,140−10.8% | Reduced |
| Sowell Financial Services LLC | 9,456 | $849.7K | 0.04% | +9,456 | New |
| O'Keefe Stevens Advisory, Inc. | 9,467 | $850.7K | 0.28% | +2,007+26.9% | Added |
| Paragon Private Wealth Management, LLC | 9,489 | $852.7K | 0.40% | −478−4.8% | Reduced |
| Vista Investment Partners LLC | 9,516 | $855.1K | 0.26% | +77+0.8% | Added |
| Cidel Asset Management Inc | 9,531 | $856.5K | 0.06% | +126+1.3% | Added |
| Clear Harbor Asset Management, LLC | 9,558 | $858.9K | 0.07% | −297−3.0% | Reduced |
| Cooper Financial Group | 9,562 | $859.2K | 0.11% | +811+9.3% | Added |
| Old National Bancorp | 9,591 | $861.8K | 0.02% | −1,074−10.1% | Reduced |
| Winch Advisory Services, LLC | 9,595 | $862.2K | 0.23% | +234+2.5% | Added |
| Probity Advisors, Inc. | 9,625 | $864.9K | 0.17% | +910+10.4% | Added |
| Diligent Investors, LLC | 9,636 | $865.9K | 0.21% | +20+0.2% | Added |
| First Pacific Financial | 9,645 | $866.7K | 0.18% | −351−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 9,649 | $867.0K | 0.01% | −1,600−14.2% | Reduced |
| Mach-1 Financial Group, Inc. | 9,676 | $869.6K | 0.26% | +9,676 | New |
| Neville Rodie & Shaw Inc | 9,686 | $870.0K | 0.07% | −849−8.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,674 | $872.1K | 0.06% | −100−1.0% | Reduced |
| Lynch & Associates | 9,714 | $872.9K | 0.19% | +455+4.9% | Added |
| Plimoth Trust Co LLC | 9,714 | $872.9K | 0.23% | +1,101+12.8% | Added |
| Calamos Wealth Management LLC | 9,750 | $876.1K | 0.04% | −656−6.3% | Reduced |
| Capital Investment Advisors, LLC | 9,770 | $878.0K | 0.02% | +568+6.2% | Added |
| Aigen Investment Management, LP | 9,774 | $878.3K | 0.14% | −60,848−86.2% | Reduced |
| Eagle Harbor Asset Management Inc | 9,784 | $879.2K | 0.89% | −1,480−13.1% | Reduced |
| Transatlantique Private Wealth LLC | 9,893 | $889.0K | 0.35% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 9,908 | $890.3K | 0.95% | −50−0.5% | Reduced |
| Stableford Capital II LLC | 10,811 | $893.0K | 0.38% | +12+0.1% | Added |
| Dudley Capital Management, LLC | 9,942 | $893.4K | 0.48% | −685−6.4% | Reduced |
| New England Research & Management, Inc. | 9,971 | $896.0K | 0.46% | −2,472−19.9% | Reduced |
| Grove Bank & Trust | 10,019 | $900.3K | 0.12% | +20.0% | Added |
| Moseley Investment Management Inc | 10,145 | $911.6K | 0.36% | −710−6.5% | Reduced |
| Peoples Bank | 10,149 | $912.0K | 0.62% | −225−2.2% | Reduced |
| Paloma Partners Management Co | 10,156 | $912.6K | 0.17% | +10,156 | New |
| Buckley Wealth Management, LLC | 10,167 | $913.6K | 0.28% | +222+2.2% | Added |
| Exeter Financial, LLC | 10,184 | $915.1K | 0.41% | +285+2.9% | Added |
| Beaumont Asset Management, L.L.C. | 10,186 | $915.3K | 0.55% | −1,500−12.8% | Reduced |
| Archer Investment Corp | 10,231 | $919.4K | 0.24% | +104+1.0% | Added |
| Beacon Financial Advisory LLC | 10,277 | $923.5K | 0.28% | +1,021+11.0% | Added |
| VisionPoint Advisory Group, LLC | 10,292 | $924.8K | 0.32% | +9,266+903.1% | Added |
| Meriwether Wealth & Planning, LLC | 10,338 | $929.0K | 0.61% | +1,357+15.1% | Added |
| Wellington Shields & Co., LLC | 10,375 | $932.3K | 0.29% | −3,600−25.8% | Reduced |
| 17 Capital Partners, LLC | 10,466 | $940.5K | 0.60% | −100−0.9% | Reduced |
| Central Trust Co | 10,500 | $943.6K | 0.02% | +22+0.2% | Added |
| Atlantic Trust, LLC | 10,506 | $944.1K | 0.21% | −9,350−47.1% | Reduced |
| One Wealth Advisors, LLC | 10,453 | $946.4K | 0.14% | +10,453 | New |
| Lindbrook Capital, LLC | 10,533 | $946.5K | 0.09% | +2,739+35.1% | Added |
| Nvest Financial, LLC | 10,576 | $950.4K | 0.51% | −12−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 10,601 | $954.8K | 0.75% | +2,420+29.6% | Added |
| Buck Wealth Strategies, LLC | 10,650 | $957.0K | 0.17% | +10,650 | New |
| U.S. Capital Wealth Advisors, LLC | 10,669 | $958.7K | 0.03% | +421+4.1% | Added |
| Monetary Management Group Inc | 10,675 | $959.3K | 0.26% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,682 | $959.9K | 0.17% | +166+1.6% | Added |
| VELA Investment Management, LLC | 10,695 | $961.1K | 0.33% | −26,949−71.6% | Reduced |
| Anchor Capital Advisors LLC | 10,699 | $961.4K | 0.03% | −1,132−9.6% | Reduced |
| LSV Asset Management | 10,700 | $962.0K | 0.00% | +5,400+101.9% | Added |
| Atlantic Union Bankshares Corp | 10,769 | $967.7K | 0.06% | −4,594−29.9% | Reduced |
| Fulton Bank, N.A. | 10,800 | $970.5K | 0.04% | +2,755+34.2% | Added |
| Legacy Capital Wealth Partners, LLC | 10,805 | $971.0K | 0.24% | −957−8.1% | Reduced |
| Jmac Enterprises LLC | 10,833 | $973.5K | 0.23% | −274−2.5% | Reduced |
| Avantra Family Wealth, Inc. | 10,883 | $977.9K | 0.94% | +682+6.7% | Added |
| LRI Investments, LLC | 10,888 | $978.4K | 0.09% | −242−2.2% | Reduced |
| CVA Family Office, LLC | 10,910 | $980.4K | 0.15% | +704+6.9% | Added |
| Savvy Advisors, Inc. | 10,931 | $982.3K | 0.10% | +1,500+15.9% | Added |
| Dumont & Blake Investment Advisors LLC | 10,935 | $982.6K | 0.28% | +95+0.9% | Added |
| Bangor Savings Bank | 10,963 | $985.1K | 0.09% | −707−6.1% | Reduced |
| Paladin Wealth, LLC | 11,015 | $989.8K | 0.89% | +330+3.1% | Added |
| Schechter Investment Advisors, LLC | 11,024 | $990.6K | 0.08% | +4,082+58.8% | Added |