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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 23,754 | $2.13M | 0.51% | +371+1.6% | Added |
| Strengthening Families & Communities, LLC | 24,206 | $2.14M | 1.31% | +1,088+4.7% | Added |
| Sectoral Asset Management Inc | 23,850 | $2.14M | 1.67% | −2,500−9.5% | Reduced |
| Northcape Wealth Management, LLC | 23,912 | $2.15M | 0.69% | +83+0.3% | Added |
| Verdence Capital Advisors LLC | 24,100 | $2.17M | 0.17% | +12,877+114.7% | Added |
| Signet Investment Advisory Group, Inc. | 24,362 | $2.19M | 1.10% | +2,385+10.9% | Added |
| Vance Wealth, Inc. | 24,404 | $2.19M | 0.82% | −4,899−16.7% | Reduced |
| Aurdan Capital Management, LLC | 24,520 | $2.20M | 0.83% | −15,812−39.2% | Reduced |
| Zhang Financial LLC | 24,569 | $2.21M | 0.12% | +24,569 | New |
| LVW Advisors, LLC | 24,599 | $2.21M | 0.27% | +4,892+24.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 24,748 | $2.22M | 0.13% | −11,426−31.6% | Reduced |
| Vestcor Inc | 24,778 | $2.23M | 0.07% | +50+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,820 | $2.23M | 1.49% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24,926 | $2.24M | 0.07% | +956+4.0% | Added |
| Diversify Advisory Services, LLC | 26,498 | $2.24M | 0.14% | −6,216−19.0% | Reduced |
| Suvretta Capital Management, LLC | 25,060 | $2.25M | 0.09% | +7,600+43.5% | Added |
| HighPoint Advisor Group LLC | 26,719 | $2.26M | 0.13% | +735+2.8% | Added |
| Freestone Capital Holdings, LLC | 25,184 | $2.26M | 0.08% | −101−0.4% | Reduced |
| Twin Capital Management Inc | 25,363 | $2.28M | 0.27% | −461−1.8% | Reduced |
| Delta Capital Management LLC | 25,390 | $2.28M | 1.32% | −865−3.3% | Reduced |
| Evercore Wealth Management, LLC | 25,521 | $2.29M | 0.04% | −930−3.5% | Reduced |
| Twinbeech Capital LP | 25,611 | $2.30M | 0.04% | −535,791−95.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,471 | $2.31M | 0.09% | +2,895+12.8% | Added |
| Berry Wealth Group, LP | 25,805 | $2.32M | 1.81% | −1,360−5.0% | Reduced |
| Creative Financial Designs Inc | 25,906 | $2.33M | 0.19% | +1,347+5.5% | Added |
| RFG Advisory, LLC | 25,974 | $2.33M | 0.06% | +1,482+6.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,053 | $2.34M | 0.16% | +26,053 | New |
| National Asset Management, Inc. | 26,139 | $2.35M | 0.07% | −1,169−4.3% | Reduced |
| Banco de Sabadell, S.A | 26,149 | $2.35M | 1.79% | +1,568+6.4% | Added |
| Miller Investment Management, LP | 26,165 | $2.35M | 0.26% | 00.0% | Unchanged |
| Boston Family Office LLC | 26,395 | $2.37M | 0.17% | −910−3.3% | Reduced |
| Stonebrook Private Inc. | 26,429 | $2.37M | 0.62% | +422+1.6% | Added |
| Bridges Investment Management Inc | 26,432 | $2.38M | 0.03% | −2,505−8.7% | Reduced |
| Aviso Financial Inc. | 26,585 | $2.39M | 0.12% | +1,286+5.1% | Added |
| United Community Bank | 26,687 | $2.40M | 0.89% | +20,190+310.8% | Added |
| Petredis Investment Advisors LLC | 26,762 | $2.40M | 0.25% | +596+2.3% | Added |
| Sterling Capital Management LLC | 26,879 | $2.42M | 0.04% | +497+1.9% | Added |
| Evergreen Wealth Management, LLC | 26,902 | $2.42M | 1.44% | +37+0.1% | Added |
| Lincoln Capital Corp | 27,090 | $2.43M | 1.01% | +27,090 | New |
| Great Valley Advisor Group, Inc. | 27,142 | $2.44M | 0.05% | −4,256−13.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 27,191 | $2.44M | 0.13% | +1,322+5.1% | Added |
| Bradley Foster & Sargent Inc | 27,319 | $2.45M | 0.04% | +2,465+9.9% | Added |
| Meridian Investment Counsel Inc. | 27,386 | $2.46M | 0.72% | +2,452+9.8% | Added |
| Fullcircle Wealth LLC | 29,305 | $2.46M | 1.01% | +1,812+6.6% | Added |
| Alps Advisors Inc | 27,427 | $2.46M | 0.01% | +290+1.1% | Added |
| Commerzbank Aktiengesellschaft | 27,450 | $2.47M | 0.06% | +5,378+24.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 27,455 | $2.47M | 0.02% | −5,076−15.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,486 | $2.47M | 0.33% | +3,230+13.3% | Added |
| OV Management LLC | 27,587 | $2.48M | 1.16% | +5,833+26.8% | Added |
| WCG Wealth Advisors LLC | 27,614 | $2.48M | 0.19% | −770−2.7% | Reduced |
| Royal Fund Management, LLC | 27,627 | $2.48M | 0.30% | +27,627 | New |
| Parsons Capital Management Inc | 27,660 | $2.49M | 0.14% | −1,182−4.1% | Reduced |
| SummitTX Capital, L.P. | 27,714 | $2.49M | 0.11% | +27,714 | New |
| Miracle Mile Advisors, LLC | 27,743 | $2.49M | 0.05% | +812+3.0% | Added |
| Catalytic Wealth RIA, LLC | 27,835 | $2.50M | 0.46% | +1,692+6.5% | Added |
| Twin City Private Wealth, LLC | 27,720 | $2.51M | 2.21% | −640−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,047 | $2.52M | 0.76% | +280+1.0% | Added |
| Granite Group Advisors, LLC | 28,068 | $2.52M | 1.75% | −248−0.9% | Reduced |
| Fayez Sarofim & Co | 28,095 | $2.52M | 0.01% | −4,000−12.5% | Reduced |
| Ridgewood Investments LLC | 29,025 | $2.53M | 1.18% | +1,018+3.6% | Added |
| Independent Financial Group, LLC | 28,313 | $2.54M | 0.09% | +18,283+182.3% | Added |
| Phoenix Wealth Advisors | 28,324 | $2.55M | 1.11% | −279−1.0% | Reduced |
| Proactive Wealth Strategies LLC | 28,373 | $2.55M | 1.36% | −155−0.5% | Reduced |
| Empire Financial Management Company, LLC | 28,440 | $2.56M | 0.79% | +528+1.9% | Added |
| LGT Fund Management Co Ltd. | 28,520 | $2.56M | 0.23% | −3,427−10.7% | Reduced |
| JNBA Financial Advisors | 28,560 | $2.57M | 0.27% | −40.0% | Reduced |
| First National Advisers, LLC | 28,580 | $2.57M | 0.41% | +162+0.6% | Added |
| United Services Automobile Association | 29,425 | $2.58M | 0.08% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 28,716 | $2.58M | 0.25% | −8,471−22.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,930 | $2.60M | 1.91% | −100.0% | Reduced |
| Peak Asset Management, LLC | 28,971 | $2.60M | 0.50% | −2,810−8.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 28,995 | $2.60M | 2.17% | −1,000−3.3% | Reduced |
| Leelyn Smith, LLC | 28,992 | $2.61M | 0.46% | +301+1.0% | Added |
| Hancock Whitney Corp | 29,097 | $2.61M | 0.09% | +478+1.7% | Added |
| Catalyst Capital Advisors LLC | 29,325 | $2.64M | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,330 | $2.64M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 29,382 | $2.64M | 0.05% | +163+0.6% | Added |
| Voya Financial Advisors, Inc. | 30,451 | $2.67M | 0.29% | +1,132+3.9% | Added |
| Systematic Alpha Investments, LLC | 29,701 | $2.67M | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 29,764 | $2.67M | 0.09% | +9,873+49.6% | Added |
| Carrera Capital Advisors | 29,542 | $2.68M | 0.59% | +3,495+13.4% | Added |
| EagleClaw Capital Managment, LLC | 30,210 | $2.71M | 0.43% | +1,588+5.5% | Added |
| Aptus Capital Advisors, LLC | 30,363 | $2.73M | 0.03% | +2,184+7.8% | Added |
| Machina Capital S.A.S. | 30,392 | $2.73M | 0.81% | +11,185+58.2% | Added |
| Palouse Capital Management, Inc. | 30,414 | $2.73M | 1.87% | −221−0.7% | Reduced |
| Cohen Capital Management, Inc. | 31,102 | $2.79M | 0.48% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 31,200 | $2.80M | 0.10% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 31,257 | $2.81M | 0.77% | +12,061+62.8% | Added |
| Resonant Capital Advisors, LLC | 31,135 | $2.81M | 0.20% | +1,835+6.3% | Added |
| Virginia Wealth Management Group, Inc. | 31,488 | $2.83M | 1.75% | +1,415+4.7% | Added |
| Uncommon Cents Investing LLC | 31,897 | $2.87M | 0.84% | +549+1.8% | Added |
| Sequoia Financial Advisors, LLC | 31,925 | $2.87M | 0.02% | −2,934−8.4% | Reduced |
| Convergence Investment Partners, LLC | 32,180 | $2.89M | 0.80% | +10,324+47.2% | Added |
| Andra AP-fonden | 32,229 | $2.90M | 0.05% | −14,700−31.3% | Reduced |
| Gold Investment Management Ltd. | 32,351 | $2.91M | 1.23% | +1,351+4.4% | Added |
| Brady Family Wealth, LLC | 32,397 | $2.91M | 0.93% | −1,436−4.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 32,454 | $2.92M | 0.09% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 32,663 | $2.94M | 0.98% | +2,946+9.9% | Added |
| Fundamentun, LLC | 32,680 | $2.94M | 0.16% | +3,776+13.1% | Added |
| NovaPoint Capital, LLC | 33,076 | $2.97M | 0.92% | +591+1.8% | Added |