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; 2,150 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
- 2,179
- +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
- 944 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 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $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 |
|---|---|---|---|---|---|
| Fourth Dimension Wealth, LLC | 703 | $63.1K | 0.03% | +1+0.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 707 | $63.5K | 0.06% | +707 | New |
| Bell Investment Advisors, Inc | 748 | $67.2K | 0.01% | +243+48.1% | Added |
| Ramirez Asset Management, Inc. | 750 | $67.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 772 | $69.4K | 0.01% | +52+7.2% | Added |
| Atwood & Palmer Inc | 775 | $69.6K | 0.00% | −99−11.3% | Reduced |
| State of Wyoming | 789 | $70.9K | 0.01% | −695−46.8% | Reduced |
| Country Trust Bank | 800 | $71.9K | 0.00% | −16−2.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 809 | $72.7K | 0.07% | +4+0.5% | Added |
| Opal Wealth Advisors, LLC | 839 | $75.4K | 0.02% | +839 | New |
| Dunhill Financial, LLC | 847 | $76.1K | 0.03% | +124+17.2% | Added |
| Hopwood Financial Services, Inc. | 850 | $76.4K | 0.06% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 854 | $76.7K | 0.05% | +854 | New |
| MorganRosel Wealth Management, LLC | 857 | $77.0K | 0.02% | +857 | New |
| Arlington Trust Co LLC | 863 | $77.5K | 0.02% | −794−47.9% | Reduced |
| Flagship Wealth Advisors, LLC | 869 | $78.1K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 980 | $78.3K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 872 | $78.4K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 985 | $82.5K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 923 | $82.9K | 0.06% | +923 | New |
| Optimum Investment Advisors | 950 | $85.4K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 955 | $85.8K | 0.04% | +152+18.9% | Added |
| Cetera Trust Company, N.A | 975 | $87.6K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 991 | $89.1K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 993 | $89.2K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,006 | $90.4K | 0.01% | +100+11.0% | Added |
| Antipodes Partners Ltd | 1,007 | $90.5K | 0.00% | +1,007 | New |
| North Capital, Inc. | 1,010 | $90.8K | 0.09% | +1,010 | New |
| Golden State Wealth Management, LLC | 1,017 | $91.4K | 0.01% | +37+3.8% | Added |
| Rosenberg Matthew Hamilton | 1,025 | $92.1K | 0.02% | +29+2.9% | Added |
| Medallion Wealth Advisors, LLC | 1,042 | $93.1K | 0.04% | +83+8.7% | Added |
| GW&K Investment Management, LLC | 1,045 | $94.0K | 0.00% | +81+8.4% | Added |
| Park Place Capital Corp | 1,051 | $94.4K | 0.03% | +227+27.5% | Added |
| WPG Advisers, LLC | 1,073 | $96.4K | 0.09% | −500−31.8% | Reduced |
| Hemington Wealth Management | 1,090 | $97.0K | 0.02% | +136+14.3% | Added |
| Byrne Asset Management LLC | 1,105 | $99.3K | 0.07% | −25−2.2% | Reduced |
| Hoey Investments, Inc | 1,112 | $99.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,125 | $101.1K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,135 | $102.0K | 0.00% | +30+2.7% | Added |
| Oakworth Capital, Inc. | 1,143 | $102.7K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,170 | $105.1K | 0.04% | −62−5.0% | Reduced |
| Asset Dedication, LLC | 1,176 | $105.7K | 0.01% | −741−38.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,323 | $105.7K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,250 | $106.0K | 0.09% | +1,250 | New |
| MCF Advisors LLC | 1,179 | $106.3K | 0.01% | −216−15.5% | Reduced |
| First Command Advisory Services, Inc. | 1,183 | $106.3K | 0.00% | +48+4.2% | Added |
| Nkcfo LLC | 1,190 | $107.0K | 0.05% | +1,190 | New |
| Tompkins Financial Corp | 1,206 | $108.4K | 0.01% | +950+371.1% | Added |
| Smithfield Trust Co | 1,194 | $109.0K | 0.01% | −179−13.0% | Reduced |
| Old Second National Bank of Aurora | 1,233 | $110.8K | 0.03% | −35,070−96.6% | Reduced |
| Cohen & Steers, Inc. | 1,250 | $112.0K | 0.00% | −2,606−67.6% | Reduced |
| Principia Wealth Advisory, LLC | 1,344 | $114.6K | 0.11% | +27+2.1% | Added |
| New England Capital Financial Advisors LLC | 1,299 | $116.7K | 0.06% | +2+0.2% | Added |
| Capula Management Ltd | 1,302 | $117.0K | 0.00% | +1,302 | New |
| Y.D. More Investments Ltd | 1,311 | $117.8K | 0.01% | −138−9.5% | Reduced |
| South State Corp. | 1,335 | $120.0K | 0.01% | +772+137.1% | Added |
| Rise Advisors, LLC | 1,344 | $120.8K | 0.05% | +649+93.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,448 | $130.1K | 0.05% | +3+0.2% | Added |
| TFC Financial Management | 1,469 | $132.0K | 0.02% | −145−9.0% | Reduced |
| Zions Bancorporation, National Association | 1,502 | $135.0K | 0.01% | +1,502 | New |
| Salem Investment Counselors Inc | 1,525 | $138.1K | 0.00% | +422+38.3% | Added |
| Whipplewood Advisors, LLC | 1,302 | $139.4K | 0.08% | −194−13.0% | Reduced |
| Sachetta, LLC | 1,550 | $139.4K | 0.06% | −70−4.3% | Reduced |
| Centerpoint Advisors, LLC | 1,575 | $142.0K | 0.05% | −300−16.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,626 | $146.1K | 0.04% | +139+9.3% | Added |
| Sound Income Strategies, LLC | 1,629 | $146.4K | 0.01% | −232−12.5% | Reduced |
| Future Financial Wealth Managment LLC | 1,730 | $155.5K | 0.11% | +5+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,739 | $156.3K | 0.01% | −10,868−86.2% | Reduced |
| Rossby Financial, LCC | 1,897 | $159.7K | 0.07% | +1,897 | New |
| Evermay Wealth Management LLC | 1,785 | $161.5K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 1,829 | $161.8K | 0.04% | −302−14.2% | Reduced |
| UMA Financial Services, Inc. | 1,836 | $164.9K | 0.03% | +41+2.3% | Added |
| Eisler Capital Management Ltd. | 1,851 | $166.2K | 0.00% | −5,024−73.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,858 | $167.0K | 0.13% | −97−5.0% | Reduced |
| Belmont Capital, LLC | 1,858 | $167.0K | 0.03% | +1,858 | New |
| Bernard Wealth Management Corp. | 1,907 | $171.4K | 0.08% | +23+1.2% | Added |
| Silvant Capital Management LLC | 1,932 | $173.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,978 | $177.7K | 0.15% | +1,978 | New |
| Bank of New Hampshire | 1,987 | $178.6K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 1,999 | $179.6K | 0.09% | −1,137−36.3% | Reduced |
| Financial Network Wealth Advisors LLC | 2,017 | $181.2K | 0.24% | +1,086+116.6% | Added |
| Provenance Wealth Advisors, LLC | 2,025 | $182.0K | 0.03% | −1,835−47.5% | Reduced |
| Ameriflex Group, Inc. | 2,045 | $183.8K | 0.08% | +1,884+1,170.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,067 | $185.8K | 0.11% | +329+18.9% | Added |
| Delta Asset Management LLC | 2,080 | $186.9K | 0.02% | −110−5.0% | Reduced |
| Strategic Investment Solutions, Inc. | 2,099 | $188.6K | 0.05% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,110 | $189.6K | 0.01% | +44+2.1% | Added |
| Binnacle Investments Inc | 2,128 | $191.2K | 0.14% | +2,128 | New |
| Duncker Streett & Co Inc | 2,148 | $193.0K | 0.04% | +29+1.4% | Added |
| Kelly Lawrence W & Associates Inc | 2,150 | $193.2K | 0.05% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,173 | $195.3K | 0.15% | +73+3.5% | Added |
| Coastline Trust Co | 2,210 | $198.6K | 0.02% | −480−17.8% | Reduced |
| Emprise Bank | 2,239 | $201.2K | 0.11% | +2,239 | New |
| Dana Investment Advisors, Inc. | 2,247 | $201.9K | 0.01% | −650−22.4% | Reduced |
| Burns J W & Co Inc | 2,249 | $202.1K | 0.03% | +2,249 | New |
| Code Waechter LLC | 2,261 | $203.0K | 0.17% | −3,207−58.7% | Reduced |
| TL Private Wealth | 2,481 | $203.1K | 0.10% | 00.0% | Unchanged |
| Summitry LLC | 2,280 | $204.9K | 0.01% | +2,280 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,281 | $205.0K | 0.12% | +45+2.0% | Added |
| Satovsky Asset Management LLC | 2,284 | $205.2K | 0.05% | +2,284 | New |