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, 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 | 2,149 | $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, 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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 13,688 | $1.23M | 0.63% | −627−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,714 | $1.23M | 0.01% | +2,453+21.8% | Added |
| Perigon Wealth Management, LLC | 13,735 | $1.23M | 0.03% | +953+7.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,754 | $1.24M | 1.19% | −264−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 13,772 | $1.24M | 0.21% | +489+3.7% | Added |
| Legacy Capital Group California, Inc. | 13,812 | $1.24M | 0.43% | +553+4.2% | Added |
| Cornerstone Wealth Management, LLC | 13,876 | $1.25M | 0.08% | −366−2.6% | Reduced |
| Moody National Bank Trust Division | 14,089 | $1.27M | 0.13% | +388+2.8% | Added |
| Ontario Teachers Pension Plan Board | 14,100 | $1.27M | 0.02% | −170−1.2% | Reduced |
| Truvestments Capital LLC | 14,110 | $1.27M | 0.28% | −19,123−57.5% | Reduced |
| Change Path, LLC | 14,110 | $1.27M | 0.04% | +1,631+13.1% | Added |
| Mizuho Markets Americas LLC | 14,176 | $1.27M | 0.03% | −109,896−88.6% | Reduced |
| Beacon Financial Group | 14,249 | $1.28M | 0.14% | +1,233+9.5% | Added |
| SevenBridge Financial Group, LLC | 14,935 | $1.28M | 0.25% | −3,085−17.1% | Reduced |
| Crux Wealth Advisors | 14,267 | $1.28M | 0.67% | +1,431+11.1% | Added |
| Sawgrass Asset Management LLC | 14,304 | $1.29M | 0.16% | −547−3.7% | Reduced |
| Signaturefd, LLC | 14,325 | $1.29M | 0.02% | +1,797+14.3% | Added |
| Evergreen Capital Management LLC | 14,216 | $1.29M | 0.04% | +964+7.3% | Added |
| Newman Dignan & Sheerar, Inc. | 14,369 | $1.29M | 0.35% | −417−2.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,362 | $1.30M | 0.12% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 14,509 | $1.30M | 0.40% | +182+1.3% | Added |
| Bank Ozk | 14,512 | $1.30M | 0.54% | −507−3.4% | Reduced |
| HM Payson & Co | 14,522 | $1.30M | 0.02% | +1,177+8.8% | Added |
| International Assets Investment Management, LLC | 14,597 | $1.31M | 0.11% | +177+1.2% | Added |
| Avidian Wealth Solutions, LLC | 14,601 | $1.31M | 0.06% | +3,385+30.2% | Added |
| Bowen Hanes & Co Inc | 14,654 | $1.32M | 0.04% | −7,741−34.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,670 | $1.32M | 0.08% | −3,527−18.4% | Reduced |
| Lederer & Associates Investment Counsel | 14,779 | $1.33M | 0.97% | −502−3.3% | Reduced |
| Meeder Asset Management Inc | 14,783 | $1.33M | 0.09% | −104−0.7% | Reduced |
| Trust Asset Management LLC | 14,832 | $1.33M | 0.11% | −768−4.9% | Reduced |
| Advisor OS, LLC | 14,912 | $1.34M | 0.15% | +3,112+26.4% | Added |
| Cove Private Wealth, LLC | 14,979 | $1.35M | 0.71% | +84+0.6% | Added |
| Vectors Research Management, LLC | 14,995 | $1.35M | 0.47% | +364+2.5% | Added |
| High Net Worth Advisory Group LLC | 15,106 | $1.36M | 0.38% | +10.0% | Added |
| Citizens Financial Group Inc | 14,996 | $1.36M | 0.03% | +860+6.1% | Added |
| SNS Financial Group, LLC | 15,015 | $1.36M | 0.14% | −272−1.8% | Reduced |
| CSS LLC | 15,140 | $1.36M | 0.09% | −1,580−9.4% | Reduced |
| Great Waters Wealth Management | 15,178 | $1.36M | 0.19% | +2,739+22.0% | Added |
| Mount Yale Investment Advisors, LLC | 15,291 | $1.37M | 0.12% | +5,368+54.1% | Added |
| LVM Capital Management Ltd | 15,301 | $1.38M | 0.15% | −2,802−15.5% | Reduced |
| Insight Inv LLC | 27,456 | $1.38M | 0.95% | +12,550+84.2% | Added |
| Bridgefront Capital, LLC | 15,411 | $1.38M | 0.40% | +11,942+344.2% | Added |
| YANKCOM Partnership | 15,422 | $1.39M | 0.76% | +1,019+7.1% | Added |
| ICW Investment Advisors LLC | 15,501 | $1.39M | 0.57% | −282−1.8% | Reduced |
| Partnership Wealth Management, LLC | 15,533 | $1.40M | 1.18% | +221+1.4% | Added |
| Essex Financial Services, Inc. | 15,675 | $1.41M | 0.10% | +3,350+27.2% | Added |
| Nicholas Hoffman & Company, LLC. | 15,684 | $1.41M | 0.05% | −100−0.6% | Reduced |
| HBK Sorce Advisory LLC | 15,750 | $1.42M | 0.04% | −510−3.1% | Reduced |
| Rothschild Investment LLC | 15,761 | $1.42M | 0.09% | +3,587+29.5% | Added |
| Auxano Advisors, LLC | 15,765 | $1.42M | 0.38% | +3,028+23.8% | Added |
| Hilltop Holdings Inc. | 15,819 | $1.42M | 0.09% | +558+3.7% | Added |
| Rowland & Co Investment Counsel | 15,836 | $1.42M | 0.30% | +2,890+22.3% | Added |
| TCG Advisory Services, LLC | 15,850 | $1.42M | 0.06% | −1,310−7.6% | Reduced |
| Spears Abacus Advisors LLC | 15,851 | $1.42M | 0.03% | −330−2.0% | Reduced |
| Harrington Investments, INC | 15,857 | $1.42M | 0.81% | −50.0% | Reduced |
| GAMMA Investing LLC | 15,882 | $1.43M | 0.11% | +4,626+41.1% | Added |
| StrongBox Wealth, LLC | 15,883 | $1.43M | 0.59% | −818−4.9% | Reduced |
| Atlas Private Wealth Advisors | 15,888 | $1.43M | 0.20% | +1,560+10.9% | Added |
| Donoghue Forlines LLC | 15,905 | $1.43M | 0.45% | −2,923−15.5% | Reduced |
| Credit Industriel Et Commercial | 15,941 | $1.43M | 0.26% | +6,383+66.8% | Added |
| Great Lakes Retirement, Inc. | 15,890 | $1.44M | 0.19% | −14−0.1% | Reduced |
| Smartleaf Asset Management LLC | 16,450 | $1.44M | 0.14% | +1,429+9.5% | Added |
| Tectonic Advisors LLC | 16,044 | $1.44M | 0.09% | −959−5.6% | Reduced |
| Benin Management CORP | 16,076 | $1.44M | 0.41% | −100−0.6% | Reduced |
| Rockland Trust Co | 16,084 | $1.45M | 0.07% | +303+1.9% | Added |
| Visionary Horizons, LLC | 16,107 | $1.45M | 1.02% | −674−4.0% | Reduced |
| Carnegie Lake Advisors LLC | 16,156 | $1.45M | 0.59% | 00.0% | Unchanged |
| Oak Associates, Ltd | 16,162 | $1.45M | 0.11% | −500−3.0% | Reduced |
| Trust Co of Toledo NA | 16,352 | $1.47M | 0.19% | +184+1.1% | Added |
| Foundations Investment Advisors, LLC | 16,407 | $1.47M | 0.03% | +1,182+7.8% | Added |
| First Foundation Advisors | 16,409 | $1.47M | 0.06% | +7,855+91.8% | Added |
| Schonfeld Strategic Advisors LLC | 16,450 | $1.48M | 0.01% | −125,239−88.4% | Reduced |
| 111 Capital | 16,607 | $1.49M | 0.29% | +5,106+44.4% | Added |
| Buckingham Strategic Partners | 16,652 | $1.50M | 0.02% | +4,549+37.6% | Added |
| FSB Premier Wealth Management, Inc. | 16,677 | $1.50M | 0.58% | +1,820+12.3% | Added |
| Continuum Advisory, LLC | 16,721 | $1.50M | 0.19% | +9,921+145.9% | Added |
| Richards, Merrill & Peterson, Inc. | 16,746 | $1.50M | 0.78% | +1,784+11.9% | Added |
| BayBridge Capital Group, LLC | 16,751 | $1.51M | 1.08% | +16,751 | New |
| Kentucky Trust Co | 16,778 | $1.51M | 0.90% | −270−1.6% | Reduced |
| NBT Bank N A | 16,779 | $1.51M | 0.11% | −12,187−42.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,925 | $1.52M | 0.42% | −30.0% | Reduced |
| Ballentine Partners, LLC | 16,947 | $1.52M | 0.03% | +660+4.1% | Added |
| Cypress Asset Management Inc | 17,026 | $1.53M | 0.41% | −502−2.9% | Reduced |
| Headlands Technologies LLC | 17,031 | $1.53M | 0.17% | +17,031 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,043 | $1.53M | 0.01% | −96,082−84.9% | Reduced |
| Venture Visionary Partners LLC | 17,149 | $1.54M | 0.06% | +1,653+10.7% | Added |
| Kingsview Wealth Management, LLC | 17,232 | $1.55M | 0.03% | −1,494−8.0% | Reduced |
| Ascent Group, LLC | 17,263 | $1.55M | 0.07% | +9,180+113.6% | Added |
| Sculati Wealth Management, LLC | 17,288 | $1.55M | 0.63% | +2,587+17.6% | Added |
| Central Valley Advisors, LLC | 17,339 | $1.56M | 0.59% | +1,937+12.6% | Added |
| NTV Asset Management LLC | 17,430 | $1.57M | 0.21% | −652−3.6% | Reduced |
| Modern Wealth Management, LLC | 17,478 | $1.57M | 0.05% | +3,550+25.5% | Added |
| Profund Advisors LLC | 17,541 | $1.58M | 0.07% | −508−2.8% | Reduced |
| Premier Path Wealth Partners, LLC | 17,559 | $1.58M | 0.25% | +47+0.3% | Added |
| New England Asset Management Inc | 17,565 | $1.58M | 0.26% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 17,594 | $1.58M | 0.05% | −1,320−7.0% | Reduced |
| Stone Point Wealth LLC | 17,599 | $1.58M | 0.54% | +2,580+17.2% | Added |
| GWN Securities Inc. | 18,579 | $1.59M | 0.09% | +18,579 | New |
| Magnolia Capital Advisors LLC | 17,676 | $1.59M | 0.43% | +662+3.9% | Added |
| Charter Oak Capital Management, LLC | 17,687 | $1.59M | 0.15% | −210−1.2% | Reduced |