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, Q2 2025
Institutional positions in Medtronic plc as of Jun 30, 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
- 2,149
- 0 vs. Q1 2025
- Shares held
- 1.08B
- +6.88M (+0.6%) vs. Q1 2025
- Total value
- $94.6B
- −$2.09B (−2.2%) vs. Q1 2025
- New holders
- 147
- 884 more added
- Sold out
- 147
- 877 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Michels Family Financial, LLC | 7,097 | $618.6K | 0.53% | −45−0.6% | Reduced |
| Roberts Glore & Co Inc | 7,098 | $618.7K | 0.18% | −130−1.8% | Reduced |
| Marino, Stram & Associates LLC | 7,133 | $621.8K | 0.13% | −272−3.7% | Reduced |
| FRG Family Wealth Advisors LLC | 7,143 | $622.7K | 0.11% | −2,270−24.1% | Reduced |
| Bayesian Capital Management, LP | 7,200 | $627.6K | 0.10% | +7,200 | New |
| Waters Parkerson & Co., LLC | 7,203 | $627.9K | 0.03% | 00.0% | Unchanged |
| Hartline Investment Corp | 7,225 | $629.8K | 0.07% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 7,228 | $630.1K | 0.39% | +303+4.4% | Added |
| Clark Wealth Partners | 7,233 | $630.5K | 0.43% | −352−4.6% | Reduced |
| Kiker Wealth Management, LLC | 7,234 | $630.6K | 0.36% | +1,021+16.4% | Added |
| Phillips Wealth Planners LLC | 7,131 | $631.7K | 0.57% | −192−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 7,248 | $631.8K | 0.33% | −177−2.4% | Reduced |
| Sittner & Nelson, LLC | 7,253 | $632.2K | 0.25% | −166−2.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,154 | $632.3K | 0.43% | +200+2.9% | Added |
| Hutchinson Financial Advisors, INC | 7,260 | $632.9K | 0.71% | +7,260 | New |
| First National Bank & Trust Co of Newtown | 7,300 | $636.3K | 0.13% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 7,300 | $636.3K | 0.24% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7,244 | $637.0K | 0.03% | −761−9.5% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $637.5K | 0.74% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7,341 | $639.8K | 0.06% | −1,306−15.1% | Reduced |
| VELA Investment Management, LLC | 7,366 | $642.1K | 0.19% | −3,329−31.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,376 | $642.9K | 0.04% | +34+0.5% | Added |
| Pines Wealth Management, LLC | 7,283 | $643.7K | 0.23% | +920+14.5% | Added |
| Parkside Financial Bank & Trust | 7,389 | $644.1K | 0.07% | +495+7.2% | Added |
| Founders Capital Management, LLC | 7,431 | $647.8K | 0.11% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 7,446 | $649.1K | 0.13% | +20.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,500 | $653.8K | 0.34% | −400−5.1% | Reduced |
| USAdvisors Wealth Management, LLC | 7,507 | $654.0K | 0.24% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,505 | $654.2K | 0.03% | −4,710−38.6% | Reduced |
| Belpointe Asset Management LLC | 7,525 | $656.0K | 0.03% | +32+0.4% | Added |
| DRW Securities, LLC | 7,566 | $659.5K | 0.05% | +7,566 | New |
| United Asset Strategies, Inc. | 7,573 | $660.1K | 0.06% | −707−8.5% | Reduced |
| LCNB Corp | 7,592 | $661.8K | 0.23% | −121−1.6% | Reduced |
| Nine Masts Capital Ltd | 7,643 | $666.2K | 0.26% | +7,643 | New |
| Brighton Jones LLC | 7,650 | $666.9K | 0.02% | −34,026−81.6% | Reduced |
| Net Worth Advisory Group | 7,659 | $667.6K | 0.15% | +162+2.2% | Added |
| Kennebec Savings Bank | 7,662 | $667.9K | 0.65% | −283−3.6% | Reduced |
| Keynote Financial Services LLC | 7,669 | $668.5K | 0.45% | −425−5.3% | Reduced |
| Versant Capital Management, Inc | 7,669 | $668.5K | 0.10% | +2,962+62.9% | Added |
| Intrust Bank NA | 7,679 | $669.4K | 0.06% | +674+9.6% | Added |
| SeaCrest Wealth Management, LLC | 7,701 | $671.3K | 0.07% | −524−6.4% | Reduced |
| Optas, LLC | 7,708 | $671.9K | 0.13% | +3,879+101.3% | Added |
| CWA Asset Management Group, LLC | 7,736 | $674.3K | 0.03% | −205−2.6% | Reduced |
| Kathmere Capital Management, LLC | 7,772 | $677.5K | 0.05% | +1,788+29.9% | Added |
| Insigneo Advisory Services, LLC | 7,785 | $678.6K | 0.06% | +581+8.1% | Added |
| EverSource Wealth Advisors, LLC | 7,790 | $679.1K | 0.03% | +2,651+51.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 7,800 | $679.9K | 0.00% | −19,655−71.6% | Reduced |
| Wealthspire Advisors, LLC | 7,803 | $680.2K | 0.00% | +191+2.5% | Added |
| Worth Financial Advisory Group, LLC | 7,804 | $680.3K | 0.42% | +83+1.1% | Added |
| Winthrop Capital Management, LLC | 7,824 | $682.0K | 0.17% | −21−0.3% | Reduced |
| Stonegate Investment Group, LLC | 7,846 | $683.9K | 0.02% | +1,684+27.3% | Added |
| Skopos Labs, Inc. | 7,856 | $684.8K | 0.09% | +1,333+20.4% | Added |
| CenterBook Partners LP | 7,912 | $689.7K | 0.04% | −5,338−40.3% | Reduced |
| Persium Advisors, LLC | 7,946 | $692.7K | 0.57% | +343+4.5% | Added |
| Cito Capital Group, LLC | 7,988 | $701.0K | 0.24% | +2,250+39.2% | Added |
| Aaron Wealth Advisors | 8,045 | $701.3K | 0.07% | +302+3.9% | Added |
| Salvus Wealth Management, LLC | 8,051 | $701.8K | 0.41% | −25−0.3% | Reduced |
| Point72 (DIFC) Ltd | 8,072 | $703.6K | 0.06% | −142,530−94.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,075 | $704.0K | 0.49% | −75−0.9% | Reduced |
| Keystone Financial Services | 8,107 | $706.7K | 0.24% | +1,115+15.9% | Added |
| SIH Partners, LLLP | 8,108 | $706.8K | 0.07% | −3,847−32.2% | Reduced |
| BCS Private Wealth Management, Inc. | 8,040 | $707.0K | 0.27% | +8,040 | New |
| Mesirow Financial Investment Management, Inc. | 8,113 | $707.1K | 0.01% | −125,022−93.9% | Reduced |
| Fiduciary Alliance LLC | 8,121 | $707.9K | 0.05% | +2,068+34.2% | Added |
| Biltmore Family Office, LLC | 8,067 | $708.9K | 0.12% | +6+0.1% | Added |
| Investment Advisory Services Inc | 8,169 | $712.1K | 0.24% | −187−2.2% | Reduced |
| Whittier Trust Co | 8,205 | $715.2K | 0.01% | +1,439+21.3% | Added |
| Etesian Wealth Advisors, Inc. | 8,205 | $715.2K | 0.27% | −765−8.5% | Reduced |
| Chicago Trust Co NA | 8,208 | $715.5K | 0.10% | −2,474−23.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 8,212 | $715.8K | 0.37% | −46−0.6% | Reduced |
| Nations Financial Group Inc, | 8,213 | $716.0K | 0.05% | +99+1.2% | Added |
| AdvisorNet Financial, Inc | 8,237 | $718.0K | 0.05% | −232−2.7% | Reduced |
| Simmons Bank | 8,251 | $719.2K | 0.05% | +109+1.3% | Added |
| Neo Ivy Capital Management | 8,251 | $719.2K | 0.23% | +8,251 | New |
| Heritage Family Offices, LLP | 8,211 | $719.5K | 0.36% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,263 | $720.3K | 0.10% | −268−3.1% | Reduced |
| Crews Bank & Trust | 8,293 | $722.9K | 0.11% | −797−8.8% | Reduced |
| Corundum Group, Inc. | 8,359 | $728.7K | 0.32% | +328+4.1% | Added |
| West Michigan Advisors, LLC | 8,314 | $730.2K | 0.21% | +599+7.8% | Added |
| FIL Ltd | 8,439 | $735.6K | 0.00% | +3,777+81.0% | Added |
| McDaniel Terry & Co | 8,448 | $736.4K | 0.06% | −120−1.4% | Reduced |
| BigSur Wealth Management LLC | 8,400 | $738.2K | 0.19% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 8,533 | $743.8K | 0.02% | +236+2.8% | Added |
| Bearing Point Capital, LLC | 8,550 | $745.3K | 0.14% | +550+6.9% | Added |
| Avestar Capital, LLC | 8,506 | $745.8K | 0.05% | +2,125+33.3% | Added |
| PFG Investments, LLC | 8,575 | $747.5K | 0.04% | +360+4.4% | Added |
| Sound Financial Strategies Group, LLC | 8,580 | $747.9K | 0.63% | +338+4.1% | Added |
| Journey Strategic Wealth LLC | 8,635 | $752.8K | 0.02% | +6,329+274.5% | Added |
| Beacon Investment Advisors LLC | 8,761 | $753.7K | 0.32% | +31+0.4% | Added |
| Chicago Partners Investment Group LLC | 8,194 | $753.9K | 0.02% | +1,224+17.6% | Added |
| Sym Financial Corp | 8,705 | $758.8K | 0.08% | −2,367−21.4% | Reduced |
| American State Bank (Iowa) | 8,706 | $758.9K | 0.42% | +453+5.5% | Added |
| Pictet & Cie (Europe) SA | 8,746 | $762.4K | 0.02% | −4,087−31.8% | Reduced |
| Hudson Portfolio Management LLC | 8,760 | $763.6K | 0.71% | +1,090+14.2% | Added |
| Fiduciary Family Office, LLC | 8,774 | $764.8K | 0.25% | +490+5.9% | Added |
| Malaga Cove Capital, LLC | 8,794 | $766.6K | 0.30% | −244−2.7% | Reduced |
| Exeter Financial, LLC | 8,923 | $777.8K | 0.35% | −1,261−12.4% | Reduced |
| Ballast Advisors LLC | 8,939 | $779.2K | 0.23% | +3,788+73.5% | Added |
| Financial Sense Advisors, Inc. | 8,962 | $781.2K | 0.19% | −77−0.9% | Reduced |
| Sowell Financial Services LLC | 8,986 | $783.3K | 0.03% | −470−5.0% | Reduced |