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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 30,451 | $2.67M | 0.29% | +1,132+3.9% | Added |
| NewEdge Wealth, LLC | 29,382 | $2.64M | 0.05% | +163+0.6% | Added |
| Segall Bryant & Hamill, LLC | 29,330 | $2.64M | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 29,325 | $2.64M | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 29,097 | $2.61M | 0.09% | +478+1.7% | Added |
| Leelyn Smith, LLC | 28,992 | $2.61M | 0.46% | +301+1.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 28,995 | $2.60M | 2.17% | −1,000−3.3% | Reduced |
| Peak Asset Management, LLC | 28,971 | $2.60M | 0.50% | −2,810−8.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 28,930 | $2.60M | 1.91% | −100.0% | Reduced |
| Garrett Investment Advisors LLC | 28,716 | $2.58M | 0.25% | −8,471−22.8% | Reduced |
| United Services Automobile Association | 29,425 | $2.58M | 0.08% | 00.0% | Unchanged |
| First National Advisers, LLC | 28,580 | $2.57M | 0.41% | +162+0.6% | Added |
| JNBA Financial Advisors | 28,560 | $2.57M | 0.27% | −40.0% | Reduced |
| LGT Fund Management Co Ltd. | 28,520 | $2.56M | 0.23% | −3,427−10.7% | Reduced |
| Empire Financial Management Company, LLC | 28,440 | $2.56M | 0.79% | +528+1.9% | Added |
| Proactive Wealth Strategies LLC | 28,373 | $2.55M | 1.36% | −155−0.5% | Reduced |
| Phoenix Wealth Advisors | 28,324 | $2.55M | 1.11% | −279−1.0% | Reduced |
| Independent Financial Group, LLC | 28,313 | $2.54M | 0.09% | +18,283+182.3% | Added |
| Ridgewood Investments LLC | 29,025 | $2.53M | 1.18% | +1,018+3.6% | Added |
| Fayez Sarofim & Co | 28,095 | $2.52M | 0.01% | −4,000−12.5% | Reduced |
| Granite Group Advisors, LLC | 28,068 | $2.52M | 1.75% | −248−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 28,047 | $2.52M | 0.76% | +280+1.0% | Added |
| Twin City Private Wealth, LLC | 27,720 | $2.51M | 2.21% | −640−2.3% | Reduced |
| Catalytic Wealth RIA, LLC | 27,835 | $2.50M | 0.46% | +1,692+6.5% | Added |
| Miracle Mile Advisors, LLC | 27,743 | $2.49M | 0.05% | +812+3.0% | Added |
| SummitTX Capital, L.P. | 27,714 | $2.49M | 0.11% | +27,714 | New |
| Parsons Capital Management Inc | 27,660 | $2.49M | 0.14% | −1,182−4.1% | Reduced |
| Royal Fund Management, LLC | 27,627 | $2.48M | 0.30% | +27,627 | New |
| WCG Wealth Advisors LLC | 27,614 | $2.48M | 0.19% | −770−2.7% | Reduced |
| OV Management LLC | 27,587 | $2.48M | 1.16% | +5,833+26.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,486 | $2.47M | 0.33% | +3,230+13.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 27,455 | $2.47M | 0.02% | −5,076−15.6% | Reduced |
| Commerzbank Aktiengesellschaft | 27,450 | $2.47M | 0.06% | +5,378+24.4% | Added |
| Alps Advisors Inc | 27,427 | $2.46M | 0.01% | +290+1.1% | Added |
| Fullcircle Wealth LLC | 29,305 | $2.46M | 1.01% | +1,812+6.6% | Added |
| Meridian Investment Counsel Inc. | 27,386 | $2.46M | 0.72% | +2,452+9.8% | Added |
| Bradley Foster & Sargent Inc | 27,319 | $2.45M | 0.04% | +2,465+9.9% | Added |
| Fifth Third Wealth Advisors LLC | 27,191 | $2.44M | 0.13% | +1,322+5.1% | Added |
| Great Valley Advisor Group, Inc. | 27,142 | $2.44M | 0.05% | −4,256−13.6% | Reduced |
| Lincoln Capital Corp | 27,090 | $2.43M | 1.01% | +27,090 | New |
| Evergreen Wealth Management, LLC | 26,902 | $2.42M | 1.44% | +37+0.1% | Added |
| Sterling Capital Management LLC | 26,879 | $2.42M | 0.04% | +497+1.9% | Added |
| Petredis Investment Advisors LLC | 26,762 | $2.40M | 0.25% | +596+2.3% | Added |
| United Community Bank | 26,687 | $2.40M | 0.89% | +20,190+310.8% | Added |
| Aviso Financial Inc. | 26,585 | $2.39M | 0.12% | +1,286+5.1% | Added |
| Bridges Investment Management Inc | 26,432 | $2.38M | 0.03% | −2,505−8.7% | Reduced |
| Stonebrook Private Inc. | 26,429 | $2.37M | 0.62% | +422+1.6% | Added |
| Boston Family Office LLC | 26,395 | $2.37M | 0.17% | −910−3.3% | Reduced |
| Miller Investment Management, LP | 26,165 | $2.35M | 0.26% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 26,149 | $2.35M | 1.79% | +1,568+6.4% | Added |
| National Asset Management, Inc. | 26,139 | $2.35M | 0.07% | −1,169−4.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,053 | $2.34M | 0.16% | +26,053 | New |
| RFG Advisory, LLC | 25,974 | $2.33M | 0.06% | +1,482+6.1% | Added |
| Creative Financial Designs Inc | 25,906 | $2.33M | 0.19% | +1,347+5.5% | Added |
| Berry Wealth Group, LP | 25,805 | $2.32M | 1.81% | −1,360−5.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,471 | $2.31M | 0.09% | +2,895+12.8% | Added |
| Twinbeech Capital LP | 25,611 | $2.30M | 0.04% | −535,791−95.4% | Reduced |
| Evercore Wealth Management, LLC | 25,521 | $2.29M | 0.04% | −930−3.5% | Reduced |
| Delta Capital Management LLC | 25,390 | $2.28M | 1.32% | −865−3.3% | Reduced |
| Twin Capital Management Inc | 25,363 | $2.28M | 0.27% | −461−1.8% | Reduced |
| Freestone Capital Holdings, LLC | 25,184 | $2.26M | 0.08% | −101−0.4% | Reduced |
| HighPoint Advisor Group LLC | 26,719 | $2.26M | 0.13% | +735+2.8% | Added |
| Suvretta Capital Management, LLC | 25,060 | $2.25M | 0.09% | +7,600+43.5% | Added |
| Diversify Advisory Services, LLC | 26,498 | $2.24M | 0.14% | −6,216−19.0% | Reduced |
| Horizon Investments, LLC | 24,926 | $2.24M | 0.07% | +956+4.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 24,820 | $2.23M | 1.49% | 00.0% | Unchanged |
| Vestcor Inc | 24,778 | $2.23M | 0.07% | +50+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 24,748 | $2.22M | 0.13% | −11,426−31.6% | Reduced |
| LVW Advisors, LLC | 24,599 | $2.21M | 0.27% | +4,892+24.8% | Added |
| Zhang Financial LLC | 24,569 | $2.21M | 0.12% | +24,569 | New |
| Aurdan Capital Management, LLC | 24,520 | $2.20M | 0.83% | −15,812−39.2% | Reduced |
| Vance Wealth, Inc. | 24,404 | $2.19M | 0.82% | −4,899−16.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 24,362 | $2.19M | 1.10% | +2,385+10.9% | Added |
| Verdence Capital Advisors LLC | 24,100 | $2.17M | 0.17% | +12,877+114.7% | Added |
| Northcape Wealth Management, LLC | 23,912 | $2.15M | 0.69% | +83+0.3% | Added |
| Sectoral Asset Management Inc | 23,850 | $2.14M | 1.67% | −2,500−9.5% | Reduced |
| Strengthening Families & Communities, LLC | 24,206 | $2.14M | 1.31% | +1,088+4.7% | Added |
| Gibbs Wealth Management | 23,754 | $2.13M | 0.51% | +371+1.6% | Added |
| EFG Asset Management (Americas) Corp. | 23,615 | $2.12M | 0.43% | +23,615 | New |
| Red Spruce Capital, LLC | 23,589 | $2.12M | 1.00% | +1,037+4.6% | Added |
| Citadel Investment Advisory, Inc. | 23,585 | $2.12M | 1.04% | −30−0.1% | Reduced |
| Agate Pass Investment Management, LLC | 23,536 | $2.11M | 0.90% | +3,790+19.2% | Added |
| Logan Capital Management Inc | 23,432 | $2.11M | 0.10% | −87,990−79.0% | Reduced |
| Ameritas Advisory Services, LLC | 23,716 | $2.11M | 0.09% | −4,557−16.1% | Reduced |
| Parallel Advisors, LLC | 23,429 | $2.11M | 0.05% | +3,593+18.1% | Added |
| Greenline Partners, LLC | 23,304 | $2.09M | 0.30% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 23,239 | $2.09M | 0.07% | +16,575+248.7% | Added |
| LMCG Investments, LLC | 23,194 | $2.08M | 0.14% | +1,365+6.3% | Added |
| Arete Wealth Advisors, LLC | 23,135 | $2.08M | 0.16% | −8,185−26.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 23,099 | $2.08M | 0.59% | −2,819−10.9% | Reduced |
| We Are One Seven, LLC | 22,843 | $2.05M | 0.08% | +624+2.8% | Added |
| LifePlan Financial, LLC | 22,779 | $2.05M | 1.79% | +452+2.0% | Added |
| Qtron Investments LLC | 22,758 | $2.05M | 0.31% | +6,698+41.7% | Added |
| MUFG Securities Americas Inc. | 22,698 | $2.04M | 0.24% | +3,767+19.9% | Added |
| Summit Financial, LLC | 22,556 | $2.03M | 0.06% | +2,226+10.9% | Added |
| Shufro Rose & Co LLC | 22,551 | $2.03M | 0.16% | +1,334+6.3% | Added |
| Sagespring Wealth Partners, LLC | 22,478 | $2.02M | 0.05% | +4,794+27.1% | Added |
| Dark Forest Capital Management LP | 22,246 | $2.00M | 0.09% | +5,602+33.7% | Added |
| Summit Trail Advisors, LLC | 22,023 | $1.99M | 0.07% | +4,129+23.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,128 | $1.99M | 0.33% | +5,737+35.0% | Added |