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, 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 | 2,149 | $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, 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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 3,045 | $273.6K | 0.20% | −5,159−62.9% | Reduced |
| Armis Advisers, LLC | 3,035 | $272.9K | 0.02% | +3,035 | New |
| Umpqua Bank | 3,081 | $272.9K | 0.08% | −72−2.3% | Reduced |
| DMG Group, LLC | 3,129 | $272.8K | 0.21% | −148−4.5% | Reduced |
| Cobblestone Capital Advisors LLC | 3,120 | $272.0K | 0.01% | +31+1.0% | Added |
| Mystic Asset Management, Inc. | 3,113 | $271.3K | 0.07% | −31−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,063 | $271.3K | 0.03% | +3,063 | New |
| Camden Capital, LLC | 3,112 | $271.2K | 0.03% | −221−6.6% | Reduced |
| Alpha Omega Wealth Management LLC | 3,106 | $270.8K | 0.05% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 3,097 | $270.0K | 0.01% | −11,079−78.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,094 | $269.7K | 0.12% | −35−1.1% | Reduced |
| Affiance Financial, LLC | 3,074 | $268.0K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 3,068 | $267.5K | 0.05% | −1,406−31.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 3,058 | $266.6K | 0.14% | +100+3.4% | Added |
| Brucke Financial, Inc. | 3,051 | $266.0K | 0.18% | +394+14.8% | Added |
| Signet Financial Management, LLC | 3,049 | $265.8K | 0.03% | +96+3.3% | Added |
| Bridgewater Advisors Inc. | 2,866 | $264.9K | 0.02% | +165+6.1% | Added |
| Fiducient Advisors LLC | 3,033 | $264.4K | 0.03% | +3,033 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,029 | $264.0K | 0.05% | −5,596−64.9% | Reduced |
| Aspetuck Financial Management LLC | 3,025 | $263.7K | 0.20% | 00.0% | Unchanged |
| one8zero8, LLC | 3,011 | $262.5K | 0.06% | +3,011 | New |
| Marshall Financial Group Inc | 3,010 | $262.4K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 2,994 | $260.9K | 0.05% | +2,994 | New |
| PDS Planning, Inc | 2,992 | $260.8K | 0.02% | −285−8.7% | Reduced |
| Park Edge Advisors, LLC | 2,990 | $260.6K | 0.07% | −350−10.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,984 | $260.4K | 0.02% | −329−9.9% | Reduced |
| Venturi Wealth Management, LLC | 2,974 | $259.2K | 0.01% | −4,008−57.4% | Reduced |
| North Star Investment Management Corp. | 2,972 | $259.1K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 2,968 | $258.7K | 0.25% | −72−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 2,964 | $258.4K | 0.02% | +2,964 | New |
| MidWestOne Financial Group, Inc. | 2,960 | $258.0K | 0.03% | −8−0.3% | Reduced |
| TCP Asset Management, LLC | 2,955 | $257.6K | 0.05% | −7−0.2% | Reduced |
| Sunbelt Securities, Inc. | 3,219 | $257.2K | 0.02% | −9−0.3% | Reduced |
| Bell Bank | 2,943 | $256.5K | 0.01% | +2,943 | New |
| Wetzel Investment Advisors, Inc. | 2,912 | $255.9K | 0.12% | −564−16.2% | Reduced |
| New Wave Wealth Advisors LLC | 2,935 | $255.8K | 0.11% | −9−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 2,934 | $255.8K | 0.04% | −1,044−26.2% | Reduced |
| Apeiron RIA LLC | 2,934 | $255.8K | 0.07% | −380−11.5% | Reduced |
| Saxony Capital Management, LLC | 2,934 | $255.7K | 0.20% | +178+6.5% | Added |
| Pinnacle Bancorp, Inc. | 2,932 | $255.6K | 0.08% | −480−14.1% | Reduced |
| ELCO Management Co., LLC | 2,929 | $255.3K | 0.13% | −735−20.1% | Reduced |
| Intergy Private Wealth, LLC | 2,926 | $255.1K | 0.09% | −79−2.6% | Reduced |
| Uhlmann Price Securities, LLC | 2,924 | $254.9K | 0.18% | +2+0.1% | Added |
| United Advisor Group, LLC | 2,915 | $254.1K | 0.04% | −139−4.6% | Reduced |
| Global Trust Asset Management, LLC | 2,915 | $254.1K | 0.14% | −33−1.1% | Reduced |
| Waldron Private Wealth LLC | 2,890 | $254.0K | 0.01% | −64−2.2% | Reduced |
| Capital Investment Counsel, Inc | 2,900 | $252.8K | 0.03% | +346+13.5% | Added |
| Aspen Wealth Strategies, LLC | 2,897 | $252.5K | 0.15% | +159+5.8% | Added |
| Exchange Bank | 2,892 | $252.1K | 0.20% | +10+0.3% | Added |
| Strategic Financial Concepts, LLC | 2,889 | $251.8K | 0.04% | +2,889 | New |
| Maia Wealth LLC | 2,888 | $251.7K | 0.05% | −595−17.1% | Reduced |
| White Lighthouse Investment Management Inc. | 2,887 | $251.7K | 0.04% | +40+1.4% | Added |
| Henry James International Management, Inc. | 2,885 | $251.5K | 0.08% | −8−0.3% | Reduced |
| World Equity Group, Inc. | 2,882 | $251.2K | 0.07% | +2,882 | New |
| Endowment Wealth Management, Inc. | 2,879 | $251.0K | 0.13% | +149+5.5% | Added |
| WBI Investments | 2,869 | $250.1K | 0.06% | −5,768−66.8% | Reduced |
| American Investment Services, Inc. | 2,868 | $250.0K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,827 | $249.6K | 0.03% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,856 | $249.0K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,842 | $247.7K | 0.00% | −17−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 2,840 | $247.6K | 0.06% | 00.0% | Unchanged |
| Element Wealth, LLC | 2,839 | $247.5K | 0.11% | +7+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,836 | $247.2K | 0.01% | −48−1.7% | Reduced |
| Westpac Banking Corp | 2,834 | $247.0K | 0.02% | −1,573−35.7% | Reduced |
| MBB Public Markets I LLC | 2,828 | $246.5K | 0.03% | −652−18.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,757 | $246.4K | 0.02% | −383−12.2% | Reduced |
| Mills Wealth Advisors LLC | 2,818 | $245.4K | 0.11% | −3−0.1% | Reduced |
| Letson Investment Management, Inc. | 2,813 | $245.2K | 0.10% | +2,813 | New |
| Verity Asset Management, Inc. | 2,799 | $244.0K | 0.12% | −1,255−31.0% | Reduced |
| Essex Savings Bank | 2,796 | $243.7K | 0.06% | −58−2.0% | Reduced |
| Great Lakes Advisors, LLC | 2,780 | $242.3K | 0.00% | −714−20.4% | Reduced |
| Talisman Wealth Advisors LLC | 2,778 | $242.1K | 0.22% | +2,778 | New |
| Triad Wealth Partners, LLC | 2,773 | $241.7K | 0.05% | −362−11.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,766 | $241.1K | 0.03% | −1,248−31.1% | Reduced |
| Modera Wealth Management, LLC | 2,754 | $240.0K | 0.00% | −390−12.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,753 | $240.0K | 0.09% | +13+0.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,747 | $239.5K | 0.19% | −114−4.0% | Reduced |
| Northwest Bancshares, Inc. | 2,745 | $239.3K | 0.04% | −1,700−38.2% | Reduced |
| Thomasville National Bank | 2,744 | $239.2K | 0.02% | −182−6.2% | Reduced |
| Peddock Capital Advisors, LLC | 2,723 | $237.4K | 0.05% | +75+2.8% | Added |
| Hickory Asset Management, Inc. | 2,712 | $236.4K | 0.20% | −53−1.9% | Reduced |
| Wedge Capital Management L L P | 2,697 | $235.1K | 0.00% | +164+6.5% | Added |
| Florida Financial Advisors, LLC | 2,683 | $234.0K | 0.08% | +122+4.8% | Added |
| Zullo Investment Group, Inc. | 2,683 | $233.9K | 0.09% | −42−1.5% | Reduced |
| Lifeworks Advisors, LLC | 2,669 | $232.7K | 0.03% | +2,669 | New |
| Advisory Alpha, LLC | 2,663 | $232.2K | 0.01% | +357+15.5% | Added |
| Sierra Ocean, LLC | 2,662 | $232.0K | 0.17% | −97−3.5% | Reduced |
| First Citizens Financial Corp | 2,649 | $230.9K | 0.13% | −27−1.0% | Reduced |
| Beaton Management Co. Inc. | 2,638 | $230.0K | 0.11% | −100−3.7% | Reduced |
| Proficio Capital Partners LLC | 2,638 | $230.0K | 0.01% | −156−5.6% | Reduced |
| BSW Wealth Partners | 2,637 | $229.9K | 0.03% | −76−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 1,507 | $228.1K | 0.03% | +1,507 | New |
| Mather Group, LLC. | 2,616 | $228.0K | 0.00% | +46+1.8% | Added |
| Choate Investment Advisors | 2,607 | $227.3K | 0.00% | +286+12.3% | Added |
| Smith Shellnut Wilson LLC | 2,594 | $226.1K | 0.10% | −47−1.8% | Reduced |
| Bank & Trust Co | 2,586 | $225.4K | 0.18% | −83−3.1% | Reduced |
| Hardy Reed LLC | 2,586 | $225.4K | 0.02% | −14−0.5% | Reduced |
| Wellington Capital Management, Inc. | 2,581 | $225.0K | 0.34% | +2,581 | New |
| jvl associates llc | 2,575 | $224.5K | 0.08% | −2−0.1% | Reduced |
| Tower Wealth Partners, Inc. | 2,570 | $224.0K | 0.13% | +2,570 | New |