Skip to main content

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.

Institutional holdersQ1 2025: 2,178 institutions
Q1 2021: 1,988 institutionsQ2 2021: 2,016 institutionsQ3 2021: 2,038 institutionsQ4 2021: 2,072 institutionsQ1 2022: 2,114 institutionsQ2 2022: 2,034 institutionsQ3 2022: 1,940 institutionsQ4 2022: 1,970 institutionsQ1 2023: 2,000 institutionsQ2 2023: 2,063 institutionsQ3 2023: 1,980 institutionsQ4 2023: 2,085 institutionsQ1 2024: 2,083 institutionsQ2 2024: 2,036 institutionsQ3 2024: 2,074 institutionsQ4 2024: 2,133 institutionsQ1 2025: 2,178 institutionsQ2 2025: 2,149 institutionsQ3 2025: 2,182 institutionsQ4 2025: 2,321 institutionsQ1 2026: 2,256 institutionsQ2 2026: 2,149 institutions
Value heldQ1 2025: $96.9B
Q1 2021: $128.9BQ2 2021: $135.1BQ3 2021: $135.6BQ4 2021: $112.1BQ1 2022: $119.8BQ2 2022: $96.2BQ3 2022: $87.9BQ4 2022: $84.3BQ1 2023: $88.0BQ2 2023: $95.9BQ3 2023: $85.7BQ4 2023: $89.9BQ1 2024: $95.6BQ2 2024: $83.6BQ3 2024: $94.7BQ4 2024: $85.3BQ1 2025: $96.9BQ2 2025: $94.6BQ3 2025: $102.5BQ4 2025: $105.4BQ1 2026: $95.7BQ2 2026: $86.8B
Institutions holding MDT and their total value by quarter
QuarterHoldersValue
Q2 20262,149$86.8B
Q1 20262,256$95.7B
Q4 20252,321$105.4B
Q3 20252,182$102.5B
Q2 20252,149$94.6B
Q1 20252,178$96.9B
Q4 20242,133$85.3B
Q3 20242,074$94.7B
Q2 20242,036$83.6B
Q1 20242,083$95.6B
Q4 20232,085$89.9B
Q3 20231,980$85.7B
Q2 20232,063$95.9B
Q1 20232,000$88.0B
Q4 20221,970$84.3B
Q3 20221,940$87.9B
Q2 20222,034$96.2B
Q1 20222,114$119.8B
Q4 20212,072$112.1B
Q3 20212,038$135.6B
Q2 20212,016$135.1B
Q1 20211,988$128.9B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q4 2024.

Institutions holding MDT in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
AIMZ Investment Advisors, LLC17,747$1.59M0.56%−195−1.1%Reduced
Community Bank & Trust, Waco, Texas17,768$1.60M0.38%−86−0.5%Reduced
Citizens National Bank Trust Department17,814$1.60M0.34%+350+2.0%Added
Westside Investment Management, Inc.17,889$1.61M0.34%−585−3.2%Reduced
Bowman & Co S.C.17,900$1.61M0.79%+1,099+6.5%Added
Quinn Opportunity Partners LLC18,000$1.62M0.11%−22,100−55.1%Reduced
Iowa State Bank18,021$1.62M0.34%+4,974+38.1%Added
Tudor Investment Corp Et Al18,037$1.62M0.01%−91,888−83.6%Reduced
Jacobi Capital Management LLC18,075$1.62M0.12%−490−2.6%Reduced
Valeo Financial Advisors, LLC18,155$1.63M0.05%−187−1.0%Reduced
Sumitomo Life Insurance Co18,212$1.64M0.06%−70.0%Reduced
Valtinson Bruner Financial Planning LLC18,381$1.65M0.56%−5,552−23.2%Reduced
Raiffeisen Bank International AG18,880$1.65M0.03%+9,381+98.8%Added
Tradition Wealth Management, LLC18,581$1.67M0.15%+326+1.8%Added
J.W. Cole Advisors, Inc.18,617$1.67M0.05%+8,839+90.4%Added
Forum Financial Management, LP18,622$1.67M0.03%+5,880+46.1%Added
Three Bridge Wealth Advisors, LLC18,543$1.68M0.58%+996+5.7%Added
Point72 Asset Management, L.P.18,748$1.68M0.00%−1,005,161−98.2%Reduced
Claret Asset Management Corp18,771$1.69M0.24%−1,412−7.0%Reduced
MV Capital Management, Inc.18,783$1.69M0.18%−4,625−19.8%Reduced
Cypress Capital, LLC18,785$1.69M0.49%+18,785New
Dynamic Technology Lab Private Ltd18,794$1.69M0.24%+18,794New
Nicholson Wealth Management Group, LLC18,866$1.70M1.11%+375+2.0%Added
Shelton Capital Management18,896$1.70M0.04%−85−0.4%Reduced
Viawealth, LLC19,010$1.71M1.05%+100+0.5%Added
Wolverine Trading, LLC19,500$1.71M0.05%−23,987−55.2%Reduced
Naviter Wealth, LLC19,535$1.73M0.21%+62+0.3%Added
Ashford Capital Management Inc19,203$1.73M0.22%+19,203New
Roffman Miller Associates Inc19,230$1.73M0.11%−11,432−37.3%Reduced
Lowe Brockenbrough & Co Inc19,117$1.73M0.11%−74−0.4%Reduced
Intrua Financial, LLC19,430$1.75M0.27%+116+0.6%Added
Parr McKnight Wealth Management Group, LLC19,578$1.76M0.25%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC19,872$1.79M0.00%−3,419−14.7%Reduced
Clearstead Advisors, LLC19,954$1.79M0.03%−403−2.0%Reduced
Berger Financial Group, Inc19,956$1.79M0.12%−444−2.2%Reduced
Prosperity Consulting Group, LLC20,000$1.80M0.14%+257+1.3%Added
Lineweaver Wealth Advisors, LLC20,011$1.80M0.31%+1,129+6.0%Added
Pettyjohn, Wood & White, Inc20,021$1.80M0.34%−205−1.0%Reduced
Parallax Volatility Advisers, L.P.20,025$1.80M0.06%+20,024+2,002,400.0%Added
Quadcap Wealth Management, LLC20,035$1.80M0.26%+1,160+6.1%Added
Paradigm Financial Partners, LLC20,122$1.81M0.22%+20,122New
Wolff Wiese Magana LLC20,142$1.81M1.23%+2,174+12.1%Added
Sawyer & Company, Inc20,191$1.81M0.73%−572−2.8%Reduced
Brookstone Capital Management20,263$1.82M0.03%+237+1.2%Added
Spinnaker Trust20,305$1.82M0.12%−4,412−17.9%Reduced
CenterStar Asset Management, LLC20,317$1.83M2.62%+20,317New
Gladstone Institutional Advisory LLC20,458$1.84M0.09%−2,737−11.8%Reduced
Sterling Investment Advisors, Ltd.20,495$1.84M0.44%+682+3.4%Added
IHT Wealth Management, LLC20,589$1.85M0.06%−182−0.9%Reduced
McKinley Carter Wealth Services, Inc.20,599$1.85M0.11%+922+4.7%Added
Prudential PLC20,618$1.85M0.01%−17,590−46.0%Reduced
Pallas Capital Advisors LLC20,653$1.86M0.08%+10,696+107.4%Added
Peterson Wealth Services20,695$1.86M0.58%+2,441+13.4%Added
DMKC Advisory Services, LLC20,716$1.86M1.68%+122+0.6%Added
Leo Wealth, LLC20,748$1.86M0.27%+2,845+15.9%Added
Morningstar Investment Management LLC21,050$1.89M0.16%+2,454+13.2%Added
Silvercrest Asset Management Group LLC21,119$1.90M0.01%+3,419+19.3%Added
Millington Financial Advisors, LLC22,903$1.90M1.17%+1,447+6.7%Added
Beach Investment Counsel Inc21,232$1.91M0.28%−1,550−6.8%Reduced
Greenleaf Trust21,279$1.91M0.02%+7,184+51.0%Added
Allen Wealth Management, LLC21,304$1.91M1.32%+389+1.9%Added
Westbourne Investments, Inc.21,315$1.92M1.16%+21,315New
Martin Capital Partners, LLC21,374$1.92M2.30%+324+1.5%Added
Trustmark National Bank Trust Department21,419$1.92M0.14%+21,419New
Platform Technology Partners21,444$1.93M0.56%+492+2.3%Added
Regatta Capital Group, LLC21,512$1.93M0.37%+448+2.1%Added
Eastern Bank21,525$1.93M0.04%+369+1.7%Added
Drexel Morgan & Co.21,546$1.94M0.41%00.0%Unchanged
Webster Bank, N. A.21,606$1.94M0.21%−106−0.5%Reduced
Ingalls & Snyder LLC21,611$1.94M0.06%+113+0.5%Added
Global Wealth Management Investment Advisory, Inc.21,641$1.94M0.39%+21,641New
Point72 Hong Kong Ltd21,680$1.95M0.14%+21,680New
Tealwood Asset Management Inc21,693$1.95M0.90%+105+0.5%Added
Brown Financial Advisors21,702$1.95M0.80%+339+1.6%Added
SWP Investment Management LLC21,710$1.95M2.44%+21,710New
Meeder Advisory Services, Inc.22,003$1.98M0.12%+3,399+18.3%Added
Simplicity Wealth,LLC22,027$1.98M0.15%+17,617+399.5%Added
Cascade Investment Advisors, Inc.22,059$1.98M1.34%+35+0.2%Added
Thurston, Springer, Miller, Herd & Titak, Inc.22,128$1.99M0.33%+5,737+35.0%Added
Summit Trail Advisors, LLC22,023$1.99M0.07%+4,129+23.1%Added
Dark Forest Capital Management LP22,246$2.00M0.09%+5,602+33.7%Added
Sagespring Wealth Partners, LLC22,478$2.02M0.05%+4,794+27.1%Added
Shufro Rose & Co LLC22,551$2.03M0.16%+1,334+6.3%Added
Summit Financial, LLC22,556$2.03M0.06%+2,226+10.9%Added
MUFG Securities Americas Inc.22,698$2.04M0.24%+3,767+19.9%Added
Qtron Investments LLC22,758$2.05M0.31%+6,698+41.7%Added
LifePlan Financial, LLC22,779$2.05M1.79%+452+2.0%Added
We Are One Seven, LLC22,843$2.05M0.08%+624+2.8%Added
Oak Harbor Wealth Partners, LLC23,099$2.08M0.59%−2,819−10.9%Reduced
Arete Wealth Advisors, LLC23,135$2.08M0.16%−8,185−26.1%Reduced
LMCG Investments, LLC23,194$2.08M0.14%+1,365+6.3%Added
Kestra Investment Management, LLC23,239$2.09M0.07%+16,575+248.7%Added
Greenline Partners, LLC23,304$2.09M0.30%00.0%Unchanged
Parallel Advisors, LLC23,429$2.11M0.05%+3,593+18.1%Added
Ameritas Advisory Services, LLC23,716$2.11M0.09%−4,557−16.1%Reduced
Logan Capital Management Inc23,432$2.11M0.10%−87,990−79.0%Reduced
Agate Pass Investment Management, LLC23,536$2.11M0.90%+3,790+19.2%Added
Citadel Investment Advisory, Inc.23,585$2.12M1.04%−30−0.1%Reduced
Red Spruce Capital, LLC23,589$2.12M1.00%+1,037+4.6%Added
EFG Asset Management (Americas) Corp.23,615$2.12M0.43%+23,615New