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
- 2,178
- +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
- 943 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 |
|---|---|---|---|---|---|
| Windsor Capital Management, LLC | 6,911 | $621.1K | 0.19% | +46+0.7% | Added |
| Tranquilli Financial Advisor LLC | 6,925 | $622.3K | 0.39% | +455+7.0% | Added |
| Cypress Wealth Services, LLC | 6,935 | $623.2K | 0.13% | −41−0.6% | Reduced |
| Crestwood Advisors Group LLC | 6,935 | $623.2K | 0.01% | +411+6.3% | Added |
| Crowley Wealth Management, Inc. | 6,945 | $624.1K | 0.59% | −1,563−18.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 6,954 | $624.9K | 0.47% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 6,978 | $627.0K | 0.44% | +6,978 | New |
| Venturi Wealth Management, LLC | 6,982 | $627.4K | 0.03% | +608+9.5% | Added |
| Longfellow Investment Management Co LLC | 6,992 | $628.3K | 0.15% | −7,683−52.4% | Reduced |
| Keystone Financial Services | 6,992 | $628.3K | 0.24% | +362+5.5% | Added |
| Intrust Bank NA | 7,005 | $629.5K | 0.06% | +393+5.9% | Added |
| Csenge Advisory Group | 7,683 | $634.6K | 0.04% | −5,171−40.2% | Reduced |
| Spirit of America Management Corp | 7,069 | $635.2K | 0.13% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 7,092 | $637.3K | 0.36% | +1,530+27.5% | Added |
| Martin & Co Inc | 7,097 | $637.8K | 0.12% | +204+3.0% | Added |
| Davis Capital Management | 7,117 | $639.5K | 0.51% | +1,223+20.7% | Added |
| Michels Family Financial, LLC | 7,142 | $641.8K | 0.58% | +77+1.1% | Added |
| Wolverine Asset Management LLC | 7,159 | $643.3K | 0.01% | −28,273−79.8% | Reduced |
| Avantax Planning Partners, Inc. | 7,166 | $643.9K | 0.02% | +19+0.3% | Added |
| Waters Parkerson & Co., LLC | 7,203 | $647.3K | 0.03% | +250+3.6% | Added |
| Insigneo Advisory Services, LLC | 7,204 | $647.3K | 0.07% | +17+0.2% | Added |
| Hartline Investment Corp | 7,225 | $649.2K | 0.09% | −150−2.0% | Reduced |
| Roberts Glore & Co Inc | 7,228 | $649.5K | 0.20% | −189−2.5% | Reduced |
| Sargent Investment Group, LLC | 7,248 | $651.3K | 0.10% | +1,704+30.7% | Added |
| Wallace Advisory Group, LLC | 8,204 | $655.3K | 0.45% | +47+0.6% | Added |
| Frank, Rimerman Advisors LLC | 7,294 | $655.4K | 0.05% | +3,316+83.4% | Added |
| First National Bank & Trust Co of Newtown | 7,300 | $656.0K | 0.14% | −173−2.3% | Reduced |
| Long Road Investment Counsel, LLC | 7,300 | $656.0K | 0.25% | +900+14.1% | Added |
| New Vernon Investment Management LLC | 7,313 | $657.1K | 0.88% | −22,300−75.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,232 | $657.5K | 0.21% | −193−2.3% | Reduced |
| USA Financial Portformulas Corp | 7,330 | $658.7K | 0.11% | +4,523+161.1% | Added |
| Cyndeo Wealth Partners, LLC | 7,342 | $659.7K | 0.04% | −109−1.5% | Reduced |
| Jacobs & Co | 7,390 | $664.0K | 0.07% | −1,136−13.3% | Reduced |
| Marino, Stram & Associates LLC | 7,405 | $665.4K | 0.15% | −14−0.2% | Reduced |
| Atom Investors LP | 7,411 | $666.0K | 0.08% | −27,951−79.0% | Reduced |
| Sittner & Nelson, LLC | 7,419 | $666.7K | 0.28% | −49−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 7,425 | $667.2K | 0.35% | −116−1.5% | Reduced |
| Founders Capital Management, LLC | 7,431 | $667.8K | 0.12% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 7,444 | $669.0K | 0.11% | −30.0% | Reduced |
| Belpointe Asset Management LLC | 7,493 | $673.4K | 0.04% | −607−7.5% | Reduced |
| Net Worth Advisory Group | 7,497 | $673.6K | 0.21% | +31+0.4% | Added |
| USAdvisors Wealth Management, LLC | 7,507 | $674.0K | 0.24% | −173−2.3% | Reduced |
| Jarislowsky, Fraser Ltd | 7,523 | $676.0K | 0.00% | −400−5.0% | Reduced |
| XTX Topco Ltd | 7,572 | $680.4K | 0.03% | +7,572 | New |
| Clark Wealth Partners | 7,585 | $681.6K | 0.51% | +649+9.4% | Added |
| Persium Advisors, LLC | 7,603 | $683.2K | 0.65% | +337+4.6% | Added |
| Wealthspire Advisors, LLC | 7,612 | $684.0K | 0.00% | +1,678+28.3% | Added |
| Hudson Portfolio Management LLC | 7,670 | $689.2K | 0.66% | +1,630+27.0% | Added |
| Brookwood Investment Group LLC | 7,699 | $691.8K | 0.12% | +7,699 | New |
| CX Institutional | 7,702 | $692.0K | 0.03% | +568+8.0% | Added |
| LCNB Corp | 7,713 | $693.1K | 0.26% | +197+2.6% | Added |
| MQS Management LLC | 7,715 | $693.3K | 0.40% | +7,715 | New |
| Worth Financial Advisory Group, LLC | 7,721 | $693.8K | 0.44% | +4,521+141.3% | Added |
| Aaron Wealth Advisors | 7,743 | $695.8K | 0.08% | +865+12.6% | Added |
| Wealthcare Advisory Partners LLC | 7,751 | $696.5K | 0.02% | −125−1.6% | Reduced |
| West Michigan Advisors, LLC | 7,715 | $698.7K | 0.23% | −574−6.9% | Reduced |
| Copley Financial Group, Inc. | 7,787 | $699.7K | 0.54% | −123−1.6% | Reduced |
| Simon Quick Advisors, LLC | 7,801 | $701.0K | 0.04% | +2,641+51.2% | Added |
| Winthrop Capital Management, LLC | 7,845 | $705.0K | 0.19% | +316+4.2% | Added |
| Cim Investment Mangement Inc | 7,853 | $705.7K | 0.16% | −5−0.1% | Reduced |
| DGS Capital Management, LLC | 7,862 | $706.5K | 0.19% | +2,672+51.5% | Added |
| Axq Capital, LP | 7,877 | $707.8K | 0.28% | +2,519+47.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,900 | $709.9K | 0.40% | +159+2.1% | Added |
| Marcum Wealth, LLC | 7,927 | $712.3K | 0.06% | +225+2.9% | Added |
| CWA Asset Management Group, LLC | 7,941 | $713.6K | 0.03% | +2,189+38.1% | Added |
| Kennebec Savings Bank | 7,945 | $713.9K | 0.76% | +1,660+26.4% | Added |
| Howard Capital Management Inc. | 7,956 | $714.9K | 0.02% | −1,225−13.3% | Reduced |
| Bearing Point Capital, LLC | 8,000 | $718.9K | 0.15% | −635−7.4% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 8,000 | $718.9K | 0.57% | +8,000 | New |
| Hennion & Walsh Asset Management, Inc. | 8,013 | $720.0K | 0.03% | +4,507+128.6% | Added |
| Corundum Group, Inc. | 8,031 | $721.7K | 0.35% | −7,996−49.9% | Reduced |
| Graypoint LLC | 8,033 | $721.9K | 0.04% | +1,099+15.8% | Added |
| Teza Capital Management LLC | 8,038 | $722.3K | 0.33% | +8,038 | New |
| PAX Financial Group, LLC | 8,051 | $723.4K | 0.13% | +523+6.9% | Added |
| Montag A & Associates Inc | 8,005 | $724.9K | 0.04% | +480+6.4% | Added |
| Alteri Wealth LLC | 8,069 | $725.1K | 0.32% | +1,276+18.8% | Added |
| Salvus Wealth Management, LLC | 8,076 | $725.7K | 0.45% | +170+2.2% | Added |
| Keynote Financial Services LLC | 8,094 | $727.3K | 0.52% | −10−0.1% | Reduced |
| Nations Financial Group Inc, | 8,114 | $729.2K | 0.06% | +232+2.9% | Added |
| Biltmore Family Office, LLC | 8,061 | $730.0K | 0.12% | −60−0.7% | Reduced |
| Rathbone Brothers plc | 8,131 | $730.7K | 0.00% | +2,468+43.6% | Added |
| Simmons Bank | 8,142 | $731.6K | 0.06% | −668−7.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,150 | $732.0K | 0.53% | +115+1.4% | Added |
| Shum Financial Group, Inc. | 8,164 | $733.6K | 0.63% | −589−6.7% | Reduced |
| Americana Partners, LLC | 8,167 | $733.9K | 0.03% | +1,283+18.6% | Added |
| Heritage Family Offices, LLP | 8,211 | $737.8K | 0.38% | +339+4.3% | Added |
| PFG Investments, LLC | 8,215 | $738.2K | 0.05% | −206−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 8,225 | $739.1K | 0.08% | +258+3.2% | Added |
| Sound Financial Strategies Group, LLC | 8,242 | $740.6K | 0.66% | −2,125−20.5% | Reduced |
| American State Bank (Iowa) | 8,253 | $741.6K | 0.45% | +912+12.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,258 | $742.1K | 0.40% | +349+4.4% | Added |
| Inscription Capital, LLC | 8,531 | $743.5K | 0.12% | +8,531 | New |
| United Asset Strategies, Inc. | 8,280 | $744.0K | 0.07% | +66+0.8% | Added |
| Kovack Advisors, Inc. | 8,283 | $744.3K | 0.08% | −267−3.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 8,284 | $744.4K | 0.04% | −351−4.1% | Reduced |
| Fiduciary Family Office, LLC | 8,284 | $744.4K | 0.25% | +8,284 | New |
| Quotient Wealth Partners, LLC | 8,297 | $745.6K | 0.02% | +466+6.0% | Added |
| Investment Advisory Services Inc | 8,356 | $750.9K | 0.27% | +9+0.1% | Added |
| Callan Family Office, LLC | 8,450 | $759.3K | 0.06% | −8,228−49.3% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $760.7K | 0.21% | 00.0% | Unchanged |