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 |
|---|---|---|---|---|---|
| Drucker Wealth 3.0, LLC | 43,246 | $3.89M | 0.86% | +3,634+9.2% | Added |
| Woodline Partners LP | 43,269 | $3.89M | 0.03% | −257,207−85.6% | Reduced |
| Sigma Planning Corp | 43,296 | $3.89M | 0.12% | +3,404+8.5% | Added |
| Oak Thistle LLC | 43,359 | $3.90M | 0.78% | +27,494+173.3% | Added |
| Becker Capital Management Inc | 43,446 | $3.93M | 0.13% | −23,643−35.2% | Reduced |
| Hudson Bay Capital Management LP | 43,946 | $3.95M | 0.03% | +43,946 | New |
| Moloney Securities Asset Management, LLC | 44,010 | $3.95M | 0.53% | +9,704+28.3% | Added |
| Financial Partners Group, LLC | 44,014 | $3.96M | 1.72% | −283−0.6% | Reduced |
| RSM US Wealth Management LLC | 43,965 | $3.97M | 0.06% | −9,852−18.3% | Reduced |
| Apollon Wealth Management, LLC | 44,327 | $3.98M | 0.09% | +2,114+5.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 44,166 | $4.00M | 0.20% | +1,739+4.1% | Added |
| Groupama Asset Managment | 45,804 | $4.01M | 0.08% | −21,877−32.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 44,694 | $4.02M | 6.08% | +44,694 | New |
| Harrell Investment Partners, LLC | 44,758 | $4.02M | 1.19% | −528−1.2% | Reduced |
| Scissortail Wealth Management, LLC | 45,017 | $4.05M | 1.04% | +16,670+58.8% | Added |
| Integrated Advisors Network LLC | 45,058 | $4.05M | 0.20% | −3,150−6.5% | Reduced |
| Winton Group Ltd | 45,066 | $4.05M | 0.25% | +40,787+953.2% | Added |
| BTC Capital Management, Inc. | 45,127 | $4.06M | 0.37% | +3,997+9.7% | Added |
| Te Ahumairangi Investment Management Ltd | 45,171 | $4.06M | 0.86% | −5,820−11.4% | Reduced |
| Railway Pension Investments Ltd | 45,200 | $4.06M | 0.06% | +21,800+93.2% | Added |
| Hall Laurie J Trustee | 45,300 | $4.07M | 1.45% | −50−0.1% | Reduced |
| WCM Investment Management, LLC | 46,652 | $4.09M | 0.01% | −1,288−2.7% | Reduced |
| Hedeker Wealth, LLC | 45,607 | $4.10M | 1.10% | −1,366−2.9% | Reduced |
| Farmers National Bank | 45,608 | $4.10M | 1.16% | +1,209+2.7% | Added |
| Inspire Trust Co, N.A. | 46,000 | $4.13M | 0.98% | +2,000+4.5% | Added |
| Welch & Forbes LLC | 46,210 | $4.15M | 0.05% | −5,916−11.3% | Reduced |
| Daymark Wealth Partners, LLC | 46,258 | $4.16M | 0.18% | +3,221+7.5% | Added |
| Cullinan Associates Inc | 46,326 | $4.16M | 0.29% | −1,860−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 46,621 | $4.19M | 0.12% | −26,507−36.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 46,690 | $4.20M | 1.49% | +725+1.6% | Added |
| Morningstar Investment Services LLC | 46,699 | $4.20M | 0.77% | −49,830−51.6% | Reduced |
| Hamilton Capital Partners Inc. | 46,722 | $4.20M | 0.27% | +3,130+7.2% | Added |
| First National Trust Co | 46,773 | $4.20M | 0.17% | −6,697−12.5% | Reduced |
| Mattson Financial Services, LLC | 46,865 | $4.21M | 1.27% | +4,706+11.2% | Added |
| Stamos Capital Partners, L.P. | 46,883 | $4.21M | 1.10% | −12,477−21.0% | Reduced |
| Sit Investment Associates Inc | 46,950 | $4.22M | 0.10% | −10,560−18.4% | Reduced |
| Omers Administration Corp | 47,301 | $4.25M | 0.04% | −9,083−16.1% | Reduced |
| GHP Investment Advisors, Inc. | 47,458 | $4.26M | 0.20% | +1,157+2.5% | Added |
| 44 Wealth Management LLC | 47,505 | $4.27M | 1.60% | +353+0.7% | Added |
| Concurrent Investment Advisors, LLC | 47,540 | $4.27M | 0.10% | −18,323−27.8% | Reduced |
| Perpetual Ltd | 47,559 | $4.27M | 0.05% | +30,419+177.5% | Added |
| Chemung Canal Trust Co | 47,760 | $4.29M | 0.94% | +14,468+43.5% | Added |
| Beech Hill Advisors, Inc. | 47,800 | $4.30M | 1.71% | −506−1.0% | Reduced |
| Equitable Trust Co | 47,864 | $4.30M | 0.24% | +8,219+20.7% | Added |
| Compass Wealth Management LLC | 48,021 | $4.32M | 1.10% | −1,652−3.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 48,181 | $4.33M | 1.33% | +28,127+140.3% | Added |
| Diversify Wealth Management, LLC | 51,333 | $4.34M | 0.32% | +5,529+12.1% | Added |
| Hamilton Point Investment Advisors, LLC | 47,991 | $4.35M | 0.78% | +47,991 | New |
| SFMG, LLC | 48,537 | $4.36M | 0.34% | +1,792+3.8% | Added |
| Bahl & Gaynor Inc | 48,589 | $4.37M | 0.02% | −857−1.7% | Reduced |
| Somerset Trust Co | 48,759 | $4.38M | 1.56% | +3,394+7.5% | Added |
| Boston Research & Management Inc | 48,852 | $4.39M | 1.07% | −2,367−4.6% | Reduced |
| Highland Capital Management, LLC | 48,868 | $4.39M | 0.26% | −1,618−3.2% | Reduced |
| MainStreet Investment Advisors LLC | 49,377 | $4.44M | 0.65% | −1,006−2.0% | Reduced |
| Fred Alger Management, LLC | 48,994 | $4.44M | 0.03% | +12,193+33.1% | Added |
| Arlington Partners LLC | 49,545 | $4.45M | 1.75% | +10,586+27.2% | Added |
| Park Avenue Securities LLC | 49,556 | $4.45M | 0.05% | +10,462+26.8% | Added |
| Hanson & Doremus Investment Management | 50,057 | $4.50M | 0.66% | +1,253+2.6% | Added |
| Alliance Wealth Advisors, LLC | 50,128 | $4.50M | 1.18% | −4,328−7.9% | Reduced |
| Trust Co of Vermont | 50,228 | $4.51M | 0.23% | −1,701−3.3% | Reduced |
| Coldstream Capital Management Inc | 50,387 | $4.53M | 0.10% | +36,757+269.7% | Added |
| Round Hill Asset Management | 50,440 | $4.53M | 3.26% | −1,670−3.2% | Reduced |
| Needham Investment Management LLC | 51,041 | $4.59M | 0.43% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 51,100 | $4.59M | 0.20% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 51,286 | $4.61M | 0.27% | −40,287−44.0% | Reduced |
| Fiduciary Trust Co | 51,297 | $4.61M | 0.06% | +18,832+58.0% | Added |
| Metis Global Partners, LLC | 51,348 | $4.61M | 0.13% | +8,299+19.3% | Added |
| DLK Investment Management, LLC | 51,580 | $4.64M | 1.94% | +3,947+8.3% | Added |
| Lido Advisors, LLC | 51,298 | $4.65M | 0.03% | +6,667+14.9% | Added |
| Integrated Wealth Concepts LLC | 52,162 | $4.69M | 0.05% | +9,868+23.3% | Added |
| Nebula Research & Development LLC | 52,188 | $4.69M | 0.43% | +10,818+26.1% | Added |
| RBA Wealth Management, LLC | 52,671 | $4.73M | 1.87% | +2,131+4.2% | Added |
| Richard Bernstein Advisors LLC | 52,743 | $4.74M | 0.11% | −2,160−3.9% | Reduced |
| Principal Securities, Inc. | 59,444 | $4.75M | 0.11% | +130+0.2% | Added |
| Everett Harris & Co | 52,918 | $4.76M | 0.06% | +5,264+11.0% | Added |
| Semmax Financial Advisors Inc. | 57,065 | $4.76M | 1.29% | +1,932+3.5% | Added |
| Vestor Capital, LLC | 53,041 | $4.77M | 0.39% | +1,666+3.2% | Added |
| Glenview Trust Co | 53,041 | $4.77M | 0.09% | −1,055−2.0% | Reduced |
| Phoenix Holdings Ltd. | 52,089 | $4.77M | 0.07% | +47,075+938.9% | Added |
| Butensky & Cohen Financial Security, Inc | 53,117 | $4.77M | 1.46% | +638+1.2% | Added |
| Advisors Management Group Inc | 53,245 | $4.79M | 1.04% | +2,470+4.9% | Added |
| Kinneret Advisory, LLC | 52,886 | $4.79M | 0.48% | −178−0.3% | Reduced |
| Equitable Holdings, Inc. | 53,569 | $4.81M | 0.05% | +1,848+3.6% | Added |
| Spire Wealth Management | 53,959 | $4.85M | 0.16% | +42,110+355.4% | Added |
| Robinson Value Management, Ltd. | 54,318 | $4.88M | 3.15% | −390−0.7% | Reduced |
| Snowden Capital Advisors LLC | 54,267 | $4.91M | 0.16% | +10,688+24.5% | Added |
| Laffer Tengler Investments | 54,738 | $4.92M | 1.05% | −5,265−8.8% | Reduced |
| Trajan Wealth LLC | 54,742 | $4.92M | 0.27% | −4,214−7.1% | Reduced |
| Independent Advisor Alliance | 54,808 | $4.93M | 0.16% | −99−0.2% | Reduced |
| Liberty One Investment Management, LLC | 55,248 | $4.96M | 0.50% | +4,387+8.6% | Added |
| Geneos Wealth Management Inc. | 55,424 | $4.98M | 0.17% | −6,834−11.0% | Reduced |
| Coston, McIsaac & Partners | 55,572 | $4.99M | 1.46% | +525+1.0% | Added |
| Siemens Fonds Invest GmbH | 55,583 | $4.99M | 0.34% | +383+0.7% | Added |
| SlateStone Wealth, LLC | 55,842 | $5.02M | 0.50% | +833+1.5% | Added |
| Pekin Hardy Strauss, Inc. | 55,844 | $5.02M | 0.61% | −14,753−20.9% | Reduced |
| Headinvest, LLC | 55,864 | $5.02M | 0.98% | +1,030+1.9% | Added |
| Berkshire Asset Management LLC | 60,232 | $5.04M | 0.24% | −3,089−4.9% | Reduced |
| Columbia Asset Management | 56,091 | $5.04M | 1.02% | +2,455+4.6% | Added |
| Trinity Legacy Partners, LLC | 59,451 | $5.06M | 1.28% | +16,713+39.1% | Added |
| Franklin Street Advisors Inc | 56,512 | $5.08M | 0.36% | −17,005−23.1% | Reduced |