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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 5,536 | $497.5K | 0.30% | +423+8.3% | Added |
| Thrive Wealth Management, LLC | 5,570 | $500.5K | 0.10% | +110+2.0% | Added |
| Flputnam Investment Management Co | 5,581 | $501.5K | 0.01% | +535+10.6% | Added |
| Financial Advisors Network, Inc. | 5,588 | $502.1K | 0.08% | +5,588 | New |
| Finward Bancorp | 5,600 | $503.2K | 0.44% | −52−0.9% | Reduced |
| IVC Wealth Advisors LLC | 5,604 | $503.6K | 0.27% | +535+10.6% | Added |
| Redmond Asset Management, LLC | 5,612 | $504.3K | 0.13% | 00.0% | Unchanged |
| Callan Capital, LLC | 5,619 | $504.9K | 0.04% | +1,746+45.1% | Added |
| Western Wealth Management, LLC | 5,628 | $505.7K | 0.03% | −14,325−71.8% | Reduced |
| ICONIQ Capital, LLC | 5,634 | $506.3K | 0.01% | +108+2.0% | Added |
| Manchester Capital Management LLC | 5,644 | $507.2K | 0.06% | +20+0.4% | Added |
| Boyar Asset Management Inc. | 5,663 | $508.9K | 0.37% | +72+1.3% | Added |
| Titleist Asset Management, LLC | 5,687 | $511.1K | 0.06% | −990−14.8% | Reduced |
| Wealth Architects, LLC | 5,759 | $517.5K | 0.06% | +5,759 | New |
| Shepherd Financial Partners LLC | 5,759 | $517.5K | 0.06% | +192+3.4% | Added |
| Cito Capital Group, LLC | 5,738 | $518.0K | 0.20% | 00.0% | Unchanged |
| First PREMIER Bank | 5,777 | $519.0K | 0.13% | −175−2.9% | Reduced |
| Global View Capital Management LLC | 5,784 | $519.8K | 0.19% | −782−11.9% | Reduced |
| Ipsen Advisor Group LLC | 5,792 | $520.5K | 0.45% | +45+0.8% | Added |
| Applied Capital LLC | 5,795 | $520.7K | 0.42% | −120−2.0% | Reduced |
| Pines Wealth Management, LLC | 6,363 | $521.0K | 0.24% | +2,515+65.4% | Added |
| Jupiter Wealth Management LLC | 6,000 | $521.8K | 0.32% | −6,000−50.0% | Reduced |
| Thoroughbred Financial Services, LLC | 5,881 | $528.0K | 0.03% | +5,881 | New |
| Syntax Research, Inc. | 5,877 | $528.1K | 0.36% | +49+0.8% | Added |
| AlphaCore Capital LLC | 5,839 | $528.8K | 0.04% | +5,839 | New |
| Caldwell Trust Co | 5,908 | $530.9K | 0.06% | +422+7.7% | Added |
| Koss-Olinger Consulting, LLC | 5,910 | $531.0K | 0.04% | −11,849−66.7% | Reduced |
| Cahill Financial Advisors Inc | 5,912 | $531.2K | 0.07% | −1,222−17.1% | Reduced |
| Kure Advisory, LLC | 5,944 | $534.1K | 0.40% | +5,944 | New |
| Mitchell McLeod Pugh & Williams Inc | 5,946 | $534.3K | 0.11% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,962 | $535.7K | 0.05% | −128−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,966 | $536.0K | 0.19% | −269−4.3% | Reduced |
| Trustco Bank Corp N Y | 5,967 | $536.2K | 0.58% | −475−7.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 5,980 | $537.3K | 0.22% | −1,211−16.8% | Reduced |
| Kathmere Capital Management, LLC | 5,984 | $537.7K | 0.05% | +2,343+64.4% | Added |
| Gilbert & Cook, Inc. | 5,989 | $538.2K | 0.08% | +173+3.0% | Added |
| Coastwise Capital Group, LLC | 6,000 | $539.2K | 0.45% | −300−4.8% | Reduced |
| Clough Capital Partners L P | 6,000 | $539.2K | 0.07% | 00.0% | Unchanged |
| Vicus Capital | 6,013 | $540.3K | 0.05% | −218−3.5% | Reduced |
| Legacy Advisory Services, LLC | 6,016 | $540.6K | 0.46% | +1,432+31.2% | Added |
| Fiduciary Alliance LLC | 6,053 | $543.9K | 0.05% | +169+2.9% | Added |
| Capstone Investment Advisors, LLC | 6,065 | $545.0K | 0.01% | −49,610−89.1% | Reduced |
| DecisionMap Wealth Management, LLC | 6,107 | $548.8K | 0.42% | +174+2.9% | Added |
| Argonautica Private Wealth Management, Inc | 6,121 | $550.0K | 0.19% | −34,389−84.9% | Reduced |
| Stonegate Investment Group, LLC | 6,162 | $553.7K | 0.01% | −192−3.0% | Reduced |
| Aspire Growth Partners LLC | 6,661 | $554.0K | 0.49% | +6,661 | New |
| AllSquare Wealth Management LLC | 6,167 | $554.2K | 0.33% | +83+1.4% | Added |
| Waterway Wealth Management, LLC | 6,169 | $554.3K | 0.23% | +710+13.0% | Added |
| Rogco, LP | 6,175 | $554.9K | 0.22% | −458−6.9% | Reduced |
| Evelyn Partners Investment Management LLP | 6,181 | $555.4K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,183 | $555.6K | 0.11% | −2,441−28.3% | Reduced |
| General Partner, Inc. | 6,199 | $557.0K | 0.36% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 6,201 | $557.2K | 0.05% | +6,010+3,146.6% | Added |
| Kiker Wealth Management, LLC | 6,213 | $558.3K | 0.38% | −418−6.3% | Reduced |
| Golden State Equity Partners | 6,239 | $560.6K | 0.11% | +6,239 | New |
| MONECO Advisors, LLC | 6,271 | $563.5K | 0.06% | −137−2.1% | Reduced |
| City State Bank | 6,285 | $564.8K | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 6,285 | $564.8K | 0.24% | +2,100+50.2% | Added |
| Journey Advisory Group, LLC | 6,287 | $565.0K | 0.05% | −680−9.8% | Reduced |
| Everpar Advisors LLC | 6,287 | $565.0K | 0.30% | −140−2.2% | Reduced |
| Nemes Rush Group LLC | 6,321 | $568.0K | 0.07% | −867−12.1% | Reduced |
| Westhampton Capital, LLC | 6,325 | $568.4K | 0.31% | 00.0% | Unchanged |
| White Pine Capital LLC | 6,328 | $568.6K | 0.20% | +195+3.2% | Added |
| Centaurus Financial, Inc. | 6,361 | $572.0K | 0.03% | +130+2.1% | Added |
| Clark & Stuart, Inc | 6,327 | $572.6K | 0.42% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6,378 | $573.1K | 0.24% | −599−8.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,400 | $575.1K | 0.18% | −48−0.7% | Reduced |
| Avestar Capital, LLC | 6,381 | $577.8K | 0.05% | +453+7.6% | Added |
| Ellevest, Inc. | 6,445 | $579.1K | 0.04% | +6,445 | New |
| Chicago Partners Investment Group LLC | 6,970 | $579.6K | 0.02% | −39−0.6% | Reduced |
| New Hampshire Trust | 6,452 | $579.8K | 0.13% | +837+14.9% | Added |
| KPP Advisory Services LLC | 6,457 | $580.2K | 0.11% | +2,121+48.9% | Added |
| Financial Management Professionals, Inc. | 6,460 | $580.5K | 0.07% | +198+3.2% | Added |
| Bank of Stockton | 6,500 | $584.1K | 0.19% | −261−3.9% | Reduced |
| Capital Performance Advisors LLP | 6,509 | $584.9K | 0.13% | +1,871+40.3% | Added |
| E Fund Management Co., Ltd. | 6,518 | $585.7K | 0.03% | −614−8.6% | Reduced |
| Skopos Labs, Inc. | 6,523 | $586.1K | 0.13% | +1,910+41.4% | Added |
| Invera Wealth Advisors, LLC | 6,523 | $586.2K | 0.38% | +6,523 | New |
| Beta Wealth Group, Inc. | 6,524 | $586.3K | 0.21% | −94−1.4% | Reduced |
| Prudent Man Advisors, LLC | 6,539 | $587.6K | 0.21% | +182+2.9% | Added |
| Valmark Advisers, Inc. | 6,596 | $592.7K | 0.01% | −1,573−19.3% | Reduced |
| Advus Financial Partners, LLC | 6,632 | $596.0K | 0.17% | +1,385+26.4% | Added |
| Mayflower Financial Advisors, LLC | 6,644 | $597.0K | 0.09% | −31−0.5% | Reduced |
| EPG Wealth Management LLC | 6,675 | $599.8K | 0.17% | +460+7.4% | Added |
| Mitchell Sinkler & Starr | 6,708 | $602.8K | 0.17% | −2,757−29.1% | Reduced |
| Biltmore Wealth Management, LLC | 6,710 | $603.0K | 0.25% | −188−2.7% | Reduced |
| Global X Japan Co., Ltd. | 6,713 | $603.2K | 0.07% | +996+17.4% | Added |
| Jamison Private Wealth Management, Inc. | 6,725 | $604.3K | 0.09% | −685−9.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,675 | $604.5K | 0.01% | −130−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,731 | $604.9K | 0.04% | +547+8.8% | Added |
| Tritonpoint Wealth, LLC | 6,680 | $605.0K | 0.06% | +1,118+20.1% | Added |
| Wedmont Private Capital | 7,318 | $606.7K | 0.03% | +1,516+26.1% | Added |
| Phillips Wealth Planners LLC | 7,323 | $607.1K | 0.64% | +1,586+27.6% | Added |
| Jefferies Financial Group Inc. | 6,762 | $607.6K | 0.01% | −118,737−94.6% | Reduced |
| 1620 Investment Advisors, Inc. | 6,762 | $607.6K | 0.47% | +232+3.6% | Added |
| Whittier Trust Co | 6,766 | $608.0K | 0.01% | −1,293−16.0% | Reduced |
| Trilogy Capital Inc. | 6,780 | $609.3K | 0.03% | −42−0.6% | Reduced |
| Crumly & Associates Inc. | 6,845 | $615.1K | 0.17% | +312+4.8% | Added |
| Aegis Wealth Management LLC | 6,854 | $615.9K | 0.36% | +3,500+104.4% | Added |
| Stratos Wealth Advisors, LLC | 6,855 | $616.0K | 0.03% | +293+4.5% | Added |