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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 2,794 | $251.1K | 0.02% | +2,794 | New |
| Mills Wealth Advisors LLC | 2,821 | $253.5K | 0.13% | −41−1.4% | Reduced |
| Element Wealth, LLC | 2,832 | $254.4K | 0.14% | −25−0.9% | Reduced |
| Tempus Wealth Planning, LLC | 2,840 | $255.2K | 0.08% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 2,847 | $255.8K | 0.05% | +96+3.5% | Added |
| Essex Savings Bank | 2,854 | $256.5K | 0.06% | −128−4.3% | Reduced |
| Legal Advantage Investments, Inc. | 2,856 | $256.6K | 0.14% | −50−1.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,861 | $257.1K | 0.21% | −12−0.4% | Reduced |
| American Investment Services, Inc. | 2,868 | $257.7K | 0.05% | −100−3.4% | Reduced |
| Cape Ann Savings Bank | 2,872 | $258.1K | 0.16% | +2,872 | New |
| Exchange Bank | 2,882 | $259.0K | 0.21% | −70−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,884 | $259.2K | 0.01% | −1,025−26.2% | Reduced |
| Henry James International Management, Inc. | 2,893 | $260.0K | 0.09% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 2,922 | $262.6K | 0.19% | +2+0.1% | Added |
| Thomasville National Bank | 2,926 | $262.9K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,140 | $264.3K | 0.03% | −3−0.1% | Reduced |
| New Wave Wealth Advisors LLC | 2,944 | $264.5K | 0.12% | −706−19.3% | Reduced |
| Woodward Diversified Capital, LLC | 2,947 | $264.8K | 0.19% | +242+8.9% | Added |
| Global Trust Asset Management, LLC | 2,948 | $264.9K | 0.16% | −394−11.8% | Reduced |
| Signet Financial Management, LLC | 2,953 | $265.4K | 0.04% | +36+1.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,958 | $265.8K | 0.15% | +50+1.7% | Added |
| Sage Mountain Advisors LLC | 2,961 | $266.1K | 0.02% | +2,961 | New |
| TCP Asset Management, LLC | 2,962 | $266.2K | 0.06% | +40+1.4% | Added |
| Everhart Financial Group, Inc. | 2,967 | $266.6K | 0.04% | +2,967 | New |
| MidWestOne Financial Group, Inc. | 2,968 | $266.7K | 0.04% | +330+12.5% | Added |
| North Star Investment Management Corp. | 2,972 | $267.1K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,954 | $267.2K | 0.01% | −1,753−37.2% | Reduced |
| Forefront Analytics, LLC | 3,001 | $269.9K | 0.31% | −76−2.5% | Reduced |
| Intergy Private Wealth, LLC | 3,005 | $270.0K | 0.10% | +478+18.9% | Added |
| Hemenway Trust Co LLC | 3,009 | $270.4K | 0.02% | −36,917−92.5% | Reduced |
| Marshall Financial Group Inc | 3,010 | $270.5K | 0.09% | +3,010 | New |
| Maple Capital Management, Inc. | 3,015 | $270.9K | 0.02% | −165−5.2% | Reduced |
| Aspetuck Financial Management LLC | 3,025 | $271.8K | 0.23% | −100−3.2% | Reduced |
| Wayfinding Financial, LLC | 3,024 | $273.0K | 0.12% | +3,024 | New |
| United Advisor Group, LLC | 3,054 | $274.4K | 0.06% | −4,082−57.2% | Reduced |
| Quantum Private Wealth, LLC | 3,060 | $275.0K | 0.10% | −500−14.0% | Reduced |
| Affiance Financial, LLC | 3,074 | $276.2K | 0.06% | −799−20.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,089 | $277.6K | 0.02% | +62+2.0% | Added |
| IFC Advisors LLC | 3,098 | $278.4K | 0.06% | +225+7.8% | Added |
| Meridian Wealth Advisors, LLC | 3,104 | $278.9K | 0.05% | −615−16.5% | Reduced |
| Alpha Omega Wealth Management LLC | 3,106 | $279.1K | 0.05% | −289−8.5% | Reduced |
| Petros Family Wealth, LLC | 3,111 | $279.5K | 0.31% | +127+4.3% | Added |
| Roxbury Financial LLC | 3,040 | $279.8K | 0.27% | +17+0.6% | Added |
| Retirement Planning Co of New England, Inc. | 3,129 | $281.3K | 0.14% | +140+4.7% | Added |
| Centurion Wealth Management LLC | 3,521 | $281.3K | 0.09% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 3,135 | $281.7K | 0.09% | +362+13.1% | Added |
| Stanley-Laman Group, Ltd. | 3,137 | $281.9K | 0.04% | +321+11.4% | Added |
| Modera Wealth Management, LLC | 3,144 | $282.5K | 0.00% | −837−21.0% | Reduced |
| Mystic Asset Management, Inc. | 3,144 | $282.6K | 0.07% | −100−3.1% | Reduced |
| Umpqua Bank | 3,153 | $283.3K | 0.10% | −248−7.3% | Reduced |
| Hexagon Capital Partners LLC | 3,181 | $285.8K | 0.05% | −375−10.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,175 | $286.0K | 0.00% | +3,175 | New |
| Oxford Asset Management LLP | 3,191 | $286.7K | 0.13% | −4,251−57.1% | Reduced |
| Goldstone Financial Group, LLC | 3,195 | $287.1K | 0.04% | +3,195 | New |
| Nilsine Partners, LLC | 3,203 | $287.8K | 0.03% | +194+6.4% | Added |
| Argentarii, LLC | 3,212 | $288.7K | 0.14% | −458−12.5% | Reduced |
| Berkshire Bank | 3,215 | $288.9K | 0.07% | +357+12.5% | Added |
| Sunbelt Securities, Inc. | 3,228 | $290.0K | 0.03% | +9+0.3% | Added |
| Summit Investment Advisory Services, LLC | 3,228 | $290.1K | 0.14% | +3,228 | New |
| First Financial Bank - Trust Division | 3,233 | $290.5K | 0.03% | −365−10.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,233 | $290.6K | 0.05% | +3,233 | New |
| Keystone Financial Group | 3,240 | $291.1K | 0.03% | +711+28.1% | Added |
| Okabena Investment Services Inc | 3,248 | $291.9K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,250 | $292.0K | 0.03% | +3,250 | New |
| Brightwater Advisory LLC | 583 | $292.7K | 0.23% | −2,658−82.0% | Reduced |
| Carmel Capital Partners, LLC | 3,263 | $293.2K | 0.12% | −307−8.6% | Reduced |
| Maia Wealth LLC | 3,483 | $293.4K | 0.07% | +143+4.3% | Added |
| Perritt Capital Management Inc | 3,265 | $293.4K | 0.16% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,243 | $293.7K | 0.01% | −1,038−24.2% | Reduced |
| FDx Advisors, Inc. | 3,269 | $294.0K | 0.10% | +3,269 | New |
| DMG Group, LLC | 3,277 | $294.5K | 0.24% | −282−7.9% | Reduced |
| PDS Planning, Inc | 3,277 | $294.5K | 0.02% | +3,277 | New |
| Wealth Management Strategies, Inc. | 3,280 | $294.7K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,280 | $295.0K | 0.04% | −104−3.1% | Reduced |
| Bank of Jackson Hole Trust | 3,210 | $295.4K | 0.19% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,290 | $295.6K | 0.05% | −13−0.4% | Reduced |
| Riverbend Wealth Management, LLC | 3,290 | $295.6K | 0.26% | +335+11.3% | Added |
| Aprio Wealth Management, LLC | 3,300 | $296.5K | 0.04% | +3,300 | New |
| Impact Capital Partners LLC | 3,309 | $297.3K | 0.11% | −113−3.3% | Reduced |
| Angeles Wealth Management, LLC | 3,309 | $297.3K | 0.02% | +224+7.3% | Added |
| Guardian Wealth Advisors, LLC | 3,313 | $297.7K | 0.02% | −58−1.7% | Reduced |
| Apeiron RIA LLC | 3,314 | $297.8K | 0.09% | −410−11.0% | Reduced |
| Aries Wealth Management | 3,317 | $298.1K | 0.08% | +3,317 | New |
| 49 Wealth Management, LLC | 3,319 | $298.2K | 0.04% | +43+1.3% | Added |
| Hurlow Wealth Management Group, Inc. | 3,323 | $298.6K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,333 | $299.5K | 0.03% | −835−20.0% | Reduced |
| Park Edge Advisors, LLC | 3,340 | $300.1K | 0.08% | −235−6.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,357 | $301.7K | 0.11% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,366 | $302.5K | 0.12% | −100−2.9% | Reduced |
| Guyasuta Investment Advisors Inc | 3,381 | $303.8K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 3,385 | $304.2K | 0.20% | +236+7.5% | Added |
| Parkside Investments, LLC | 3,394 | $305.0K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 3,400 | $305.5K | 0.31% | +2+0.1% | Added |
| David Loasby | 3,702 | $305.6K | 0.03% | −121−3.2% | Reduced |
| Aspiriant, LLC | 3,406 | $306.1K | 0.01% | +3,406 | New |
| Beese Fulmer Investment Management, Inc. | 3,411 | $306.5K | 0.03% | +54+1.6% | Added |
| Integral Investment Advisors, Inc. | 3,412 | $306.6K | 0.10% | −1,215−26.3% | Reduced |
| Pinnacle Bancorp, Inc. | 3,412 | $306.6K | 0.10% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,415 | $306.9K | 0.00% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 3,428 | $308.0K | 0.19% | +15+0.4% | Added |