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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 3,447 | $309.7K | 0.03% | +14+0.4% | Added |
| Certior Financial Group, LLC | 3,450 | $310.0K | 0.26% | +122+3.7% | Added |
| Advisor Resource Council | 6,673 | $310.6K | 0.03% | +6,673 | New |
| BKD Wealth Advisors, LLC | 3,462 | $311.1K | 0.01% | +255+8.0% | Added |
| Curat Global, LLC | 3,470 | $311.8K | 0.38% | +3,470 | New |
| Mosaic Financial Group, LLC | 3,473 | $312.0K | 0.25% | +53+1.5% | Added |
| MBB Public Markets I LLC | 3,480 | $312.7K | 0.04% | +3,480 | New |
| Sage Private Wealth Group, LLC | 3,485 | $313.2K | 0.24% | −164−4.5% | Reduced |
| Dynasty Wealth Management, LLC | 3,487 | $313.3K | 0.01% | +656+23.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,487 | $313.3K | 0.02% | −2,659−43.3% | Reduced |
| Cape Investment Advisory, Inc. | 3,492 | $313.8K | 0.12% | −36−1.0% | Reduced |
| Great Lakes Advisors, LLC | 3,494 | $314.0K | 0.00% | −24,873−87.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,476 | $314.8K | 0.16% | +25+0.7% | Added |
| MMBG Investment Advisors Co. | 3,480 | $315.1K | 0.04% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 3,512 | $315.6K | 0.16% | +3,512 | New |
| Blue Barn Wealth, LLC | 3,520 | $316.3K | 0.16% | +666+23.3% | Added |
| Dakota Community Bank & Trust NA | 3,527 | $316.9K | 1.53% | −10−0.3% | Reduced |
| Baron Wealth Management LLC | 3,532 | $317.4K | 0.14% | +3,532 | New |
| Boyd Watterson Asset Management LLC | 3,543 | $318.4K | 0.10% | −68−1.9% | Reduced |
| Capital International Sarl | 3,560 | $319.9K | 0.01% | +3,560 | New |
| Moment Partners, LLC | 3,575 | $321.3K | 0.06% | −27−0.7% | Reduced |
| AXS Investments LLC | 3,585 | $322.1K | 0.09% | +275+8.3% | Added |
| Arcataur Capital Management LLC | 3,592 | $322.8K | 0.11% | −232−6.1% | Reduced |
| PrairieView Partners, LLC | 3,598 | $323.0K | 0.03% | +25+0.7% | Added |
| HHM Wealth Advisors, LLC | 3,595 | $323.0K | 0.04% | +571+18.9% | Added |
| Alpha Family Trust | 3,620 | $325.3K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,621 | $325.4K | 0.01% | +3,621 | New |
| Penobscot Investment Management Company, Inc. | 3,626 | $325.8K | 0.03% | +138+4.0% | Added |
| Natural Investments, LLC | 3,659 | $328.0K | 0.09% | +15+0.4% | Added |
| Stiles Financial Services Inc | 3,664 | $329.2K | 0.13% | −75−2.0% | Reduced |
| ELCO Management Co., LLC | 3,664 | $329.2K | 0.18% | −199−5.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,672 | $330.0K | 0.12% | +500+15.8% | Added |
| VeraBank, N.A. | 3,680 | $330.7K | 0.09% | −126−3.3% | Reduced |
| Rothschild Capital Partners, LLC | 3,710 | $333.4K | 0.09% | −76−2.0% | Reduced |
| Excalibur Management Corp | 3,734 | $335.6K | 0.13% | +6+0.2% | Added |
| OneAscent Financial Services LLC | 3,772 | $337.0K | 0.02% | +175+4.9% | Added |
| Sentry Investment Management LLC | 4,070 | $338.0K | 0.23% | −1,216−23.0% | Reduced |
| Strategic Investment Advisors | 3,772 | $339.0K | 0.04% | +40+1.1% | Added |
| Simplex Trading, LLC | 3,774 | $339.0K | 0.01% | +3,774 | New |
| Millstone Evans Group, LLC | 3,783 | $339.9K | 0.23% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,789 | $340.5K | 0.17% | −619−14.0% | Reduced |
| City National Bank of Florida | 3,799 | $341.4K | 0.31% | +3,799 | New |
| Severin Investments, LLC | 3,799 | $341.4K | 0.34% | +171+4.7% | Added |
| Guardian Wealth Advisors, LLC | 3,825 | $343.7K | 0.22% | −395−9.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,826 | $343.8K | 0.16% | +11+0.3% | Added |
| Delta Financial Group, Inc. | 3,822 | $344.0K | 0.08% | +11+0.3% | Added |
| Optas, LLC | 3,829 | $344.1K | 0.06% | +38+1.0% | Added |
| Raleigh Capital Management Inc. | 3,848 | $345.8K | 0.16% | −280−6.8% | Reduced |
| Holistic Financial Partners | 3,857 | $346.6K | 0.17% | −230−5.6% | Reduced |
| First Interstate Bank | 3,877 | $348.4K | 0.02% | +52+1.4% | Added |
| Powers Advisory Group, LLC | 3,891 | $349.6K | 0.17% | +289+8.0% | Added |
| Spirepoint Private Client, LLC | 3,899 | $350.4K | 0.05% | −2,525−39.3% | Reduced |
| Hedges Asset Management LLC | 3,900 | $350.5K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 3,908 | $351.2K | 0.05% | −2,966−43.1% | Reduced |
| Harbour Trust & Investment Management Co | 3,924 | $352.6K | 0.04% | −146−3.6% | Reduced |
| Good Life Advisors, LLC | 3,925 | $352.7K | 0.02% | +1,016+34.9% | Added |
| Nautilus Advisors LLC | 3,935 | $353.6K | 0.29% | −500−11.3% | Reduced |
| Creekside Partners | 3,941 | $354.1K | 0.19% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,948 | $354.8K | 0.02% | +1,460+58.7% | Added |
| Keel Point, LLC | 3,951 | $355.0K | 0.03% | +1,385+54.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,952 | $355.1K | 0.11% | +3,952 | New |
| Breed's Hill Capital LLC | 3,957 | $355.6K | 0.19% | −13−0.3% | Reduced |
| Fortress Private Ledger, LLC | 3,959 | $355.8K | 0.20% | +1,306+49.2% | Added |
| One Capital Management, LLC | 3,960 | $355.8K | 0.01% | +1,106+38.8% | Added |
| Sivia Capital Partners, LLC | 3,975 | $357.2K | 0.17% | +471+13.4% | Added |
| D'Orazio & Associates, Inc. | 3,978 | $357.5K | 0.05% | +3,978 | New |
| Hobbs Group Advisors, LLC | 3,986 | $358.2K | 0.14% | +3,986 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,255 | $358.4K | 0.08% | +670+18.7% | Added |
| First City Capital Management, Inc. | 3,998 | $359.3K | 0.22% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,010 | $360.3K | 0.14% | +381+10.5% | Added |
| Northwest Financial Advisors | 4,010 | $360.4K | 0.30% | +20.0% | Added |
| Vermillion Wealth Management, Inc. | 4,014 | $360.7K | 0.11% | −39−1.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,014 | $360.7K | 0.05% | +890+28.5% | Added |
| Keebeck Wealth Management, LLC | 3,986 | $361.0K | 0.05% | +522+15.1% | Added |
| Peoples Financial Services Corp. | 4,025 | $361.7K | 0.17% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,029 | $362.0K | 0.23% | +1,736+75.7% | Added |
| Verity Asset Management, Inc. | 4,054 | $364.3K | 0.15% | −147−3.5% | Reduced |
| MBA Advisors LLC | 4,066 | $365.4K | 0.18% | +435+12.0% | Added |
| Signature Estate & Investment Advisors LLC | 4,081 | $366.7K | 0.01% | +410+11.2% | Added |
| Aspen Investment Management Inc | 4,083 | $367.0K | 0.17% | −34−0.8% | Reduced |
| Bollard Group LLC | 4,094 | $368.0K | 0.01% | +34+0.8% | Added |
| Flavin Financial Services, Inc. | 4,122 | $370.3K | 0.34% | +70+1.7% | Added |
| Clarius Group, LLC | 4,128 | $370.9K | 0.02% | +285+7.4% | Added |
| PFG Advisors | 4,144 | $372.4K | 0.02% | +1,471+55.0% | Added |
| FCG Investment Co | 4,152 | $373.1K | 0.23% | +4,152 | New |
| Forza Wealth Management, LLC | 4,154 | $373.3K | 0.17% | +90+2.2% | Added |
| Graybill Bartz & Assoc Ltd | 4,161 | $373.9K | 0.13% | +4,161 | New |
| Strategy Asset Managers LLC | 4,174 | $375.1K | 0.08% | +344+9.0% | Added |
| Hall Capital Management Co Inc | 4,193 | $376.8K | 0.17% | −25−0.6% | Reduced |
| Twin Lakes Capital Management, LLC | 4,205 | $377.9K | 0.25% | 00.0% | Unchanged |
| Wealth Alliance | 4,210 | $378.3K | 0.05% | +115+2.8% | Added |
| Register Financial Advisors LLC | 4,211 | $378.4K | 0.20% | +10.0% | Added |
| Brass Tax Wealth Management, Inc | 4,216 | $378.8K | 0.08% | +83+2.0% | Added |
| Red Door Wealth Management, LLC | 4,225 | $379.7K | 0.06% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 4,228 | $379.9K | 0.05% | −45−1.1% | Reduced |
| InvesTrust | 4,230 | $380.1K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,238 | $380.8K | 0.06% | +363+9.4% | Added |
| Agf Management Ltd | 4,239 | $380.9K | 0.00% | +43+1.0% | Added |
| Empower Advisory Group, LLC | 4,248 | $381.7K | 0.00% | −199−4.5% | Reduced |
| Poinciana Advisors Group, LLC | 4,261 | $382.9K | 0.40% | −13−0.3% | Reduced |