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 |
|---|---|---|---|---|---|
| Widmann Financial Services, Inc. | 4,272 | $383.9K | 0.30% | +465+12.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,305 | $386.9K | 0.01% | −7,309−62.9% | Reduced |
| MFA Wealth Services | 4,344 | $390.3K | 0.32% | −169−3.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,347 | $390.6K | 0.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,348 | $390.7K | 0.05% | −3,161−42.1% | Reduced |
| Apriem Advisors | 4,362 | $392.0K | 0.05% | −207−4.5% | Reduced |
| Austin Private Wealth, LLC | 4,382 | $393.8K | 0.04% | +506+13.1% | Added |
| Prestige Wealth Management Group LLC | 4,351 | $394.1K | 0.08% | +86+2.0% | Added |
| Westpac Banking Corp | 4,407 | $396.0K | 0.03% | −97−2.2% | Reduced |
| TigerOak Management, L.L.C. | 4,440 | $399.0K | 0.15% | −84−1.9% | Reduced |
| Indiana Trust & Investment Management CO | 4,440 | $399.0K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,441 | $399.1K | 0.23% | +113+2.6% | Added |
| Balanced Rock Investment Advisor | 4,442 | $399.2K | 0.32% | −144−3.1% | Reduced |
| Northwest Bancshares, Inc. | 4,445 | $399.4K | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 4,474 | $402.0K | 0.08% | +1,880+72.5% | Added |
| Wynn Capital, LLC | 4,498 | $404.2K | 0.24% | +180+4.2% | Added |
| US Asset Management LLC | 4,503 | $405.0K | 0.39% | −24−0.5% | Reduced |
| FLC Capital Advisors | 4,509 | $405.2K | 0.09% | +400+9.7% | Added |
| Advyzon Investment Management, LLC | 4,513 | $405.5K | 0.14% | +16+0.4% | Added |
| Atalanta Sosnoff Capital, LLC | 4,523 | $406.4K | 0.01% | +681+17.7% | Added |
| Aviance Capital Partners, LLC | 4,524 | $406.5K | 0.06% | +148+3.4% | Added |
| Marble Harbor Investment Counsel, LLC | 4,533 | $407.3K | 0.05% | −100−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 4,535 | $407.5K | 0.04% | +940+26.1% | Added |
| Marshall Wace, LLP | 4,550 | $408.9K | 0.00% | −403,773−98.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,558 | $409.6K | 0.01% | +136+3.1% | Added |
| Childress Capital Advisors, LLC | 4,559 | $409.7K | 0.12% | +793+21.1% | Added |
| Precision Wealth Strategies, LLC | 4,584 | $411.9K | 0.31% | +249+5.7% | Added |
| Principle Wealth Partners LLC | 4,595 | $412.9K | 0.03% | −231−4.8% | Reduced |
| Oddo BHF Asset Management SAS | 4,605 | $413.8K | 0.02% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,647 | $417.5K | 0.09% | +144+3.2% | Added |
| FIL Ltd | 4,662 | $418.9K | 0.00% | −752−13.9% | Reduced |
| First Affirmative Financial Network | 4,667 | $419.4K | 0.26% | −499−9.7% | Reduced |
| Sanders Morris Harris LLC | 4,744 | $419.8K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 4,701 | $422.4K | 0.11% | −3,193−40.4% | Reduced |
| Martin Investment Management, LLC | 4,703 | $422.6K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,707 | $423.0K | 0.07% | +2,919+163.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,710 | $423.2K | 0.14% | +220+4.9% | Added |
| Seelaus Asset Management LLC | 4,730 | $425.0K | 0.41% | +100+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,735 | $425.5K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,138 | $425.9K | 0.08% | +717+16.2% | Added |
| SS&H Financial Advisors, Inc. | 4,756 | $427.0K | 0.16% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,770 | $428.6K | 0.03% | −575−10.8% | Reduced |
| Chaney Capital Management, Inc. | 4,800 | $431.3K | 0.19% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,804 | $431.7K | 0.05% | −37−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,782 | $432.9K | 0.05% | +1,400+41.4% | Added |
| Baxter Bros Inc | 4,830 | $434.0K | 0.06% | −20−0.4% | Reduced |
| Mechanics Financial Corp | 4,846 | $435.5K | 0.20% | −200−4.0% | Reduced |
| Center for Financial Planning, Inc. | 4,857 | $436.5K | 0.06% | +365+8.1% | Added |
| Ambassador Advisors, LLC | 4,875 | $438.1K | 0.08% | −168−3.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,880 | $438.5K | 0.50% | −18−0.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,894 | $439.8K | 0.37% | −337−6.4% | Reduced |
| Cascades Capital Asset Management, LLC | 4,904 | $440.7K | 0.24% | −235−4.6% | Reduced |
| Northstar Asset Management LLC | 4,910 | $441.2K | 0.11% | −905−15.6% | Reduced |
| Patten Group, Inc. | 4,947 | $444.5K | 0.10% | −94−1.9% | Reduced |
| Mission Wealth Management, LP | 4,958 | $445.5K | 0.01% | −493−9.0% | Reduced |
| North Star Asset Management Inc | 4,962 | $445.9K | 0.02% | −121−2.4% | Reduced |
| ABLE Financial Group, LLC | 4,964 | $446.1K | 0.13% | −1,036−17.3% | Reduced |
| Prairiewood Capital, LLC | 4,980 | $447.5K | 0.18% | −22−0.4% | Reduced |
| Core Wealth Partners LLC | 5,000 | $449.3K | 0.26% | −30−0.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $449.3K | 0.29% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 5,034 | $452.4K | 0.09% | +612+13.8% | Added |
| Catalyst Financial Partners LLC | 5,042 | $453.1K | 0.08% | +378+8.1% | Added |
| Curbstone Financial Management Corp | 5,044 | $453.3K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,045 | $453.4K | 0.05% | −109−2.1% | Reduced |
| High Note Wealth, LLC | 5,059 | $454.6K | 0.11% | −358−6.6% | Reduced |
| Van Hulzen Asset Management, LLC | 5,061 | $454.8K | 0.04% | −3,313−39.6% | Reduced |
| Sovran Advisors, LLC | 5,532 | $456.9K | 0.06% | +661+13.6% | Added |
| Independence Bank of Kentucky | 5,088 | $457.2K | 0.07% | −100−1.9% | Reduced |
| Rossmore Private Capital | 5,094 | $457.8K | 0.06% | −3,930−43.6% | Reduced |
| Papp L Roy & Associates | 5,099 | $458.2K | 0.06% | +138+2.8% | Added |
| Ocean Capital Management, LLC | 5,102 | $458.5K | 0.11% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,071 | $458.9K | 0.20% | +5,071 | New |
| Entropy Technologies, LP | 5,118 | $459.9K | 0.04% | −58,382−91.9% | Reduced |
| Parvin Asset Management, LLC | 5,125 | $460.5K | 0.52% | −8,045−61.1% | Reduced |
| Aventura Private Wealth, LLC | 5,133 | $461.3K | 0.24% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,139 | $461.9K | 0.03% | +284+5.8% | Added |
| Ballast Advisors LLC | 5,151 | $462.9K | 0.15% | −52−1.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,164 | $464.1K | 0.11% | +262+5.3% | Added |
| Meadow Creek Wealth Advisors LLC | 5,178 | $465.3K | 0.35% | −407−7.3% | Reduced |
| Virtue Capital Management, LLC | 5,204 | $467.8K | 0.05% | +1,377+36.0% | Added |
| Axecap Investments, LLC | 5,224 | $469.4K | 0.40% | 00.0% | Unchanged |
| First Manhattan Co | 5,186 | $469.6K | 0.00% | −178−3.3% | Reduced |
| Abbot Financial Management, Inc. | 5,244 | $471.2K | 0.24% | +17+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,310 | $477.2K | 0.27% | 00.0% | Unchanged |
| Ti-Trust, Inc | 5,335 | $479.4K | 0.32% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,340 | $480.0K | 0.08% | +65+1.2% | Added |
| Washington Trust Bank | 5,360 | $481.6K | 0.05% | +9+0.2% | Added |
| Midland Wealth Advisors LLC | 5,390 | $484.3K | 0.03% | −987−15.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,396 | $484.9K | 0.10% | +72+1.4% | Added |
| Silverlake Wealth Management LLC | 5,408 | $485.9K | 0.19% | −744−12.1% | Reduced |
| Cambridge Advisors Inc. | 5,419 | $487.0K | 0.11% | −80−1.5% | Reduced |
| Centiva Capital, LP | 5,441 | $488.9K | 0.03% | −5,891−52.0% | Reduced |
| Leavell Investment Management, Inc. | 5,410 | $489.9K | 0.02% | +79+1.5% | Added |
| Athena Investment Management | 5,458 | $490.5K | 0.30% | −30−0.5% | Reduced |
| Maven Securities LTD | 5,462 | $490.8K | 0.11% | −262−4.6% | Reduced |
| Fiduciary Financial Group, LLC | 5,950 | $491.1K | 0.11% | +2,466+70.8% | Added |
| L2 Asset Management, LLC | 5,470 | $491.5K | 0.10% | +501+10.1% | Added |
| Hunter Associates Investment Management LLC | 5,501 | $492.0K | 0.08% | −1,172−17.6% | Reduced |
| 1776 Wealth LLC | 5,480 | $492.4K | 0.23% | −176−3.1% | Reduced |
| Tudor Financial Inc. | 5,480 | $492.4K | 0.30% | 00.0% | Unchanged |