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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 2,287 | $205.5K | 0.11% | +2,287 | New |
| Promethium Advisors,llc | 2,270 | $205.6K | 0.13% | +2,270 | New |
| Quadrant Private Wealth Management, LLC | 2,271 | $205.7K | 0.05% | +2,271 | New |
| STAR Financial Bank | 2,296 | $206.3K | 0.15% | −270−10.5% | Reduced |
| Central Pacific Bank - Trust Division | 2,300 | $206.7K | 0.03% | −200−8.0% | Reduced |
| Constitution Capital LLC | 2,300 | $206.7K | 0.11% | +2,300 | New |
| Bey-Douglas LLC | 2,300 | $206.7K | 0.19% | +2,300 | New |
| Advisory Alpha, LLC | 2,306 | $207.2K | 0.01% | +2,306 | New |
| Journey Strategic Wealth LLC | 2,306 | $207.3K | 0.01% | +2,306 | New |
| Choate Investment Advisors | 2,321 | $208.6K | 0.01% | +2,321 | New |
| Trueblood Wealth Management, LLC | 2,324 | $208.8K | 0.10% | +2,324 | New |
| Innova Wealth Partners | 2,325 | $208.9K | 0.13% | +2,325 | New |
| Lantz Financial LLC | 2,328 | $209.2K | 0.06% | +2,328 | New |
| Flywheel Private Wealth LLC | 2,335 | $209.8K | 0.19% | +2,335 | New |
| GK Wealth Management LLC | 2,338 | $210.1K | 0.26% | −1,006−30.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 2,547 | $210.4K | 0.13% | −50−1.9% | Reduced |
| Northstar Financial Companies, Inc. | 2,343 | $210.5K | 0.23% | +2,343 | New |
| Diversified Enterprises, LLC | 2,351 | $211.3K | 0.02% | +2,351 | New |
| Founders Financial Alliance, LLC | 2,355 | $211.6K | 0.05% | +2,355 | New |
| Trust Investment Advisors | 2,365 | $212.6K | 0.14% | +2,365 | New |
| Elefante Mark B | 2,370 | $213.0K | 0.17% | −2,952−55.5% | Reduced |
| Hummer Financial Advisory Services Inc | 2,357 | $213.4K | 0.17% | +2,357 | New |
| Univest Financial Corp | 2,382 | $214.1K | 0.01% | +2,382 | New |
| eCIO, Inc. | 2,385 | $214.3K | 0.07% | +2,385 | New |
| Atlas Brown,Inc. | 2,386 | $214.4K | 0.08% | +2,386 | New |
| Cornerstone Advisory, LLC | 2,605 | $214.4K | 0.03% | +30+1.2% | Added |
| NBW Capital LLC | 2,387 | $214.5K | 0.05% | +2,387 | New |
| Family Legacy, Inc. | 2,393 | $215.0K | 0.07% | −1,175−32.9% | Reduced |
| WBH Advisory Inc | 2,395 | $215.2K | 0.02% | +2,395 | New |
| J. W. Coons Advisors, LLC | 2,401 | $215.8K | 0.06% | +2,401 | New |
| Bedell Frazier Investment Counseling, LLC | 2,407 | $216.3K | 0.06% | −1,300−35.1% | Reduced |
| Triangle Securities Wealth Management | 2,409 | $216.5K | 0.06% | −821−25.4% | Reduced |
| AMG National Trust Bank | 2,410 | $216.6K | 0.01% | −350−12.7% | Reduced |
| Cura Wealth Advisors, LLC | 2,412 | $216.7K | 0.09% | +2,412 | New |
| Balboa Wealth Partners | 2,422 | $217.6K | 0.05% | −145−5.6% | Reduced |
| Secure Asset Management, LLC | 2,427 | $218.1K | 0.04% | −1,141−32.0% | Reduced |
| Summit Financial Strategies, Inc. | 2,428 | $218.2K | 0.02% | −341−12.3% | Reduced |
| CFO4Life Group, LLC | 2,430 | $218.3K | 0.04% | −973−28.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,419 | $219.1K | 0.06% | −507−17.3% | Reduced |
| Perennial Investment Advisors, LLC | 2,441 | $219.4K | 0.02% | +2,441 | New |
| Harfst & Associates, Inc. | 2,442 | $219.4K | 0.05% | −448−15.5% | Reduced |
| Rainier Family Wealth Inc | 2,442 | $219.4K | 0.26% | −71−2.8% | Reduced |
| Encompass Wealth Advisors, LLC | 2,443 | $219.5K | 0.09% | +2,443 | New |
| Weatherly Asset Management L. P. | 2,434 | $220.2K | 0.02% | −60−2.4% | Reduced |
| GDS Wealth Management | 2,463 | $221.3K | 0.02% | +2,463 | New |
| Clayton Financial Group LLC | 2,465 | $221.5K | 0.08% | +2,465 | New |
| Allen Capital Group, LLC | 2,467 | $221.7K | 0.03% | +2,467 | New |
| Financially Speaking Inc | 2,468 | $221.8K | 0.16% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,468 | $221.8K | 0.02% | +1,096+79.9% | Added |
| Apexium Financial, LP | 2,452 | $221.8K | 0.01% | +2,452 | New |
| Bingham Private Wealth, LLC | 2,477 | $222.6K | 0.23% | +2,477 | New |
| Royal Capital Wealth Management, LLC | 2,489 | $223.7K | 0.16% | +2,489 | New |
| Brucke Financial, Inc. | 2,657 | $225.2K | 0.20% | +450+20.4% | Added |
| Montecito Bank & Trust | 2,516 | $226.1K | 0.04% | −300−10.7% | Reduced |
| ORG Wealth Partners, LLC | 2,557 | $226.5K | 0.07% | +51+2.0% | Added |
| Alpha Cubed Investments, LLC | 2,524 | $226.8K | 0.01% | +2,524 | New |
| Wedge Capital Management L L P | 2,533 | $227.6K | 0.00% | −118−4.5% | Reduced |
| Northstar Group, Inc. | 2,540 | $228.3K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,541 | $228.3K | 0.03% | +2,541 | New |
| Bridgewater Advisors Inc. | 2,701 | $228.5K | 0.02% | +2,701 | New |
| Old North State Trust, LLC | 2,864 | $229.0K | 0.15% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,561 | $229.3K | 0.09% | +2,561 | New |
| Capital Investment Counsel, Inc | 2,554 | $229.5K | 0.03% | +2,554 | New |
| Mather Group, LLC. | 2,570 | $231.0K | 0.00% | +53+2.1% | Added |
| Addison Advisors LLC | 2,575 | $231.4K | 0.06% | +196+8.2% | Added |
| jvl associates llc | 2,577 | $231.6K | 0.09% | −342−11.7% | Reduced |
| Loomis Sayles & Co L P | 2,588 | $233.0K | 0.00% | +688+36.2% | Added |
| Hardy Reed LLC | 2,600 | $233.6K | 0.02% | −143−5.2% | Reduced |
| Pointe Capital Management LLC | 2,601 | $233.7K | 0.14% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,871 | $234.9K | 0.26% | +60+2.1% | Added |
| Spartan Planning & Wealth Management | 2,617 | $235.2K | 0.23% | +2,617 | New |
| Claris Advisors, LLC | 2,619 | $235.3K | 0.09% | +2,619 | New |
| Genesis Private Wealth, LLC | 2,625 | $235.9K | 0.13% | +2,625 | New |
| Smith Shellnut Wilson LLC | 2,641 | $237.3K | 0.11% | −482−15.4% | Reduced |
| VestGen Advisors, LLC | 2,644 | $237.6K | 0.01% | +2,644 | New |
| Barlow Wealth Partners, Inc. | 2,827 | $237.9K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,648 | $237.9K | 0.06% | +141+5.6% | Added |
| Carnegie Capital Asset Management, LLC | 2,859 | $238.9K | 0.01% | +75+2.7% | Added |
| Bank & Trust Co | 2,669 | $239.8K | 0.20% | −47−1.7% | Reduced |
| Hardin Capital Partners, LLC | 2,675 | $240.4K | 0.15% | −297−10.0% | Reduced |
| First Citizens Financial Corp | 2,676 | $240.5K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,681 | $240.9K | 0.02% | −656−19.7% | Reduced |
| BSW Wealth Partners | 2,713 | $243.8K | 0.04% | −1,429−34.5% | Reduced |
| Zullo Investment Group, Inc. | 2,725 | $244.9K | 0.10% | −33−1.2% | Reduced |
| Endowment Wealth Management, Inc. | 2,730 | $245.3K | 0.16% | −43−1.6% | Reduced |
| Madden Securities Corp | 2,735 | $245.8K | 0.10% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,736 | $245.9K | 0.16% | +145+5.6% | Added |
| Beaton Management Co. Inc. | 2,738 | $246.0K | 0.13% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 2,738 | $246.0K | 0.16% | −47−1.7% | Reduced |
| Interchange Capital Partners, LLC | 2,739 | $246.0K | 0.07% | +2,739 | New |
| First County Bank | 2,739 | $246.1K | 0.14% | +2,739 | New |
| Baker Tilly Wealth Management, LLC | 2,740 | $246.2K | 0.10% | −181−6.2% | Reduced |
| Saxony Capital Management, LLC | 2,756 | $247.6K | 0.22% | +208+8.2% | Added |
| Sierra Ocean, LLC | 2,759 | $247.9K | 0.20% | +16+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,762 | $248.2K | 0.02% | +2,762 | New |
| Hickory Asset Management, Inc. | 2,765 | $248.5K | 0.22% | −137−4.7% | Reduced |
| Private Wealth Asset Management, LLC | 2,769 | $248.8K | 0.04% | +2,769 | New |
| Bank of Hawaii | 2,770 | $248.9K | 0.01% | −379−12.0% | Reduced |
| CoreCap Advisors, LLC | 2,774 | $249.3K | 0.01% | +530+23.6% | Added |
| Access Financial Services, Inc. | 2,787 | $250.5K | 0.10% | +2,787 | New |