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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 33,087 | $2.97M | 0.51% | −100.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 33,091 | $2.97M | 0.24% | +1,385+4.4% | Added |
| Johnson Financial Group, Inc. | 32,914 | $2.98M | 0.15% | +4,550+16.0% | Added |
| Exchange Traded Concepts, LLC | 33,167 | $2.98M | 0.05% | −81,980−71.2% | Reduced |
| Caliber Wealth Management, LLC | 33,265 | $2.99M | 0.41% | +33,265 | New |
| Oarsman Capital, Inc. | 33,333 | $3.00M | 0.54% | +2,933+9.6% | Added |
| Trexquant Investment LP | 33,450 | $3.01M | 0.03% | +33,450 | New |
| Thompson Siegel & Walmsley LLC | 33,477 | $3.01M | 0.05% | +33,477 | New |
| Slagle Financial, LLC | 33,541 | $3.01M | 1.34% | +365+1.1% | Added |
| King Luther Capital Management Corp | 33,564 | $3.02M | 0.01% | −4,106−10.9% | Reduced |
| Norden Group LLC | 33,569 | $3.02M | 0.35% | −5,856−14.9% | Reduced |
| GeoWealth Management, LLC | 33,625 | $3.02M | 0.12% | +1,881+5.9% | Added |
| Northwest & Ethical Investments L.P. | 33,792 | $3.04M | 0.08% | +11,070+48.7% | Added |
| LMR Partners LLP | 33,809 | $3.04M | 0.06% | +29,044+609.5% | Added |
| EP Wealth Advisors, LLC | 34,165 | $3.07M | 0.02% | +21,221+163.9% | Added |
| Bard Financial Services, Inc. | 34,235 | $3.08M | 0.38% | +3,480+11.3% | Added |
| Los Angeles Capital Management LLC | 34,305 | $3.08M | 0.01% | −20,645−37.6% | Reduced |
| Roberts Wealth Advisors, LLC | 34,510 | $3.10M | 0.96% | −171−0.5% | Reduced |
| Lynx Capital Group Ltd | 34,571 | $3.11M | 1.60% | +6,312+22.3% | Added |
| Larson Financial Group LLC | 34,582 | $3.11M | 0.15% | +4,947+16.7% | Added |
| Ossiam | 34,654 | $3.11M | 0.04% | +1,085+3.2% | Added |
| Campbell & CO Investment Adviser LLC | 34,748 | $3.12M | 0.24% | +34,748 | New |
| Foster & Motley Inc | 34,880 | $3.13M | 0.20% | +2,237+6.9% | Added |
| Appleton Partners Inc | 34,894 | $3.14M | 0.24% | +1,590+4.8% | Added |
| Romano Brothers and Company | 35,023 | $3.15M | 0.41% | −1,450−4.0% | Reduced |
| Shorepoint Capital Partners LLC | 35,040 | $3.15M | 0.71% | +343+1.0% | Added |
| Marks Group Wealth Management, Inc | 35,053 | $3.15M | 0.30% | +441+1.3% | Added |
| Allworth Financial LP | 37,811 | $3.19M | 0.02% | −2,597−6.4% | Reduced |
| GF Fund Management Co. Ltd. | 35,525 | $3.19M | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 35,549 | $3.19M | 0.18% | +2,115+6.3% | Added |
| First Citizens Bank & Trust Co | 35,672 | $3.21M | 0.08% | −2,578−6.7% | Reduced |
| Alerus Financial NA | 35,755 | $3.21M | 0.26% | +1,795+5.3% | Added |
| Ostrum Asset Management | 35,767 | $3.21M | 0.17% | −9,332−20.7% | Reduced |
| Wedbush Securities Inc | 35,793 | $3.22M | 0.12% | +1,311+3.8% | Added |
| HBW Advisory Services LLC | 35,865 | $3.22M | 0.46% | +1,581+4.6% | Added |
| Focus Financial Network, Inc. | 35,945 | $3.23M | 0.13% | +1,176+3.4% | Added |
| Jupiter Asset Management Ltd | 36,130 | $3.25M | 0.03% | −834,826−95.9% | Reduced |
| Money Concepts Capital Corp | 36,145 | $3.25M | 0.24% | +11,380+46.0% | Added |
| Autumn Glory Partners, LLC | 33,302 | $3.26M | 1.64% | +1,945+6.2% | Added |
| Comgest Global Investors S.A.S. | 36,675 | $3.30M | 0.06% | 00.0% | Unchanged |
| Morton Community Bank | 36,760 | $3.30M | 0.86% | +1,026+2.9% | Added |
| Argyle Capital Management Inc. | 36,910 | $3.32M | 1.23% | +250+0.7% | Added |
| 180 Wealth Advisors, LLC | 37,034 | $3.33M | 0.53% | +1,208+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 37,342 | $3.36M | 0.24% | +1,988+5.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 37,388 | $3.36M | 0.01% | −870,712−95.9% | Reduced |
| Community Trust & Investment Co | 37,496 | $3.37M | 0.22% | −492−1.3% | Reduced |
| Financial Advisory Partners, LLC | 37,711 | $3.39M | 1.13% | −204−0.5% | Reduced |
| First Washington CORP | 37,746 | $3.39M | 1.19% | 00.0% | Unchanged |
| Martingale Asset Management L P | 37,762 | $3.39M | 0.09% | +32,889+674.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 38,364 | $3.39M | 2.44% | +8,433+28.2% | Added |
| Perkins Coie Trust Co | 37,855 | $3.40M | 0.77% | −374−1.0% | Reduced |
| Hengehold Capital Management LLC | 37,871 | $3.40M | 0.32% | +1,402+3.8% | Added |
| Augustine Asset Management Inc | 37,907 | $3.41M | 1.00% | +1,190+3.2% | Added |
| Tevis Investment Management | 42,304 | $3.41M | 2.53% | 00.0% | Unchanged |
| Pitcairn Co | 37,993 | $3.41M | 0.21% | +8,636+29.4% | Added |
| Garland Capital Management Inc | 38,625 | $3.47M | 3.25% | −2,850−6.9% | Reduced |
| NBC Securities, Inc. | 38,659 | $3.47M | 0.30% | +38,621+101,634.2% | Added |
| Spring Capital Management, LLC | 39,033 | $3.51M | 1.91% | +39,033 | New |
| Colrain Capital LLC | 38,800 | $3.51M | 3.00% | +740+1.9% | Added |
| Regions Financial Corp | 39,278 | $3.53M | 0.03% | −2,002−4.8% | Reduced |
| Exchange Capital Management, Inc. | 39,368 | $3.54M | 0.57% | +1,689+4.5% | Added |
| Old North State Wealth Management, LLC | 39,364 | $3.54M | 1.97% | +6,250+18.9% | Added |
| TCTC Holdings, LLC | 39,432 | $3.54M | 0.12% | −286−0.7% | Reduced |
| Sciencast Management LP | 39,462 | $3.55M | 0.82% | +39,462 | New |
| Mutual Advisors, LLC | 42,144 | $3.55M | 0.10% | −4,024−8.7% | Reduced |
| Stonebridge Financial Group, LLC | 39,493 | $3.55M | 0.38% | +8,973+29.4% | Added |
| Catherine Avery Investment Management LLC | 39,580 | $3.56M | 3.19% | +2,678+7.3% | Added |
| Meritage Portfolio Management | 39,597 | $3.56M | 0.24% | −351−0.9% | Reduced |
| Nelson Capital Management, LLC | 39,634 | $3.56M | 0.62% | +477+1.2% | Added |
| Arnhold LLC | 39,819 | $3.58M | 0.36% | 00.0% | Unchanged |
| Novem Group | 39,856 | $3.58M | 0.51% | +3,749+10.4% | Added |
| Plato Investment Management Ltd | 39,447 | $3.58M | 0.30% | +291+0.7% | Added |
| Intrepid Family Office LLC | 40,000 | $3.59M | 5.35% | −20,000−33.3% | Reduced |
| Oak Asset Management, LLC | 40,080 | $3.60M | 1.32% | +443+1.1% | Added |
| Pathway Financial Advisers, LLC | 40,129 | $3.61M | 1.24% | +324+0.8% | Added |
| Banque Cantonale Vaudoise | 40,158 | $3.61M | 0.16% | +40,158 | New |
| Brentview Investment Management LLC | 40,283 | $3.62M | 1.93% | +2,025+5.3% | Added |
| Fieldview Capital Management, LLC | 40,362 | $3.63M | 0.51% | −59,426−59.6% | Reduced |
| Core Alternative Capital | 40,377 | $3.63M | 0.87% | −2,140−5.0% | Reduced |
| LaFleur & Godfrey LLC | 40,532 | $3.64M | 0.49% | +609+1.5% | Added |
| Corbyn Investment Management Inc | 40,595 | $3.65M | 1.36% | −5,918−12.7% | Reduced |
| Vident Advisory, LLC | 40,784 | $3.67M | 0.05% | +2,423+6.3% | Added |
| FWL Investment Management, LLC | 40,964 | $3.68M | 1.37% | +40,964 | New |
| Portside Wealth Group, LLC | 41,098 | $3.69M | 0.60% | −16,660−28.8% | Reduced |
| Bridge Creek Capital Management LLC | 41,302 | $3.71M | 1.17% | +455+1.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 41,061 | $3.72M | 1.65% | −233−0.6% | Reduced |
| Tower Bridge Advisors | 41,404 | $3.72M | 0.42% | −1,154−2.7% | Reduced |
| Level Four Advisory Services, LLC | 41,452 | $3.72M | 0.15% | +470+1.1% | Added |
| Allstate Corp | 41,459 | $3.73M | 0.11% | +3,219+8.4% | Added |
| Merit Financial Group, LLC | 41,474 | $3.73M | 0.06% | +18,204+78.2% | Added |
| Kinloch Capital, LLC | 41,610 | $3.74M | 1.79% | −78−0.2% | Reduced |
| Brighton Jones LLC | 41,676 | $3.75M | 0.12% | +1,687+4.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 41,858 | $3.76M | 1.53% | +1,400+3.5% | Added |
| Synovus Financial Corp | 42,211 | $3.79M | 0.05% | −18,708−30.7% | Reduced |
| IFP Advisors, Inc | 42,596 | $3.83M | 0.12% | +7,310+20.7% | Added |
| Gilman Hill Asset Management, LLC | 42,702 | $3.84M | 0.67% | +778+1.9% | Added |
| Ancora Advisors, LLC | 42,875 | $3.85M | 0.09% | −32−0.1% | Reduced |
| Everence Capital Management Inc | 42,950 | $3.86M | 0.26% | 00.0% | Unchanged |
| Investment House LLC | 43,031 | $3.87M | 0.22% | +390+0.9% | Added |
| Courier Capital LLC | 43,056 | $3.87M | 0.25% | −1,053−2.4% | Reduced |