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, Q3 2025
Institutional positions in Medtronic plc as of Sep 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
- 2,183
- +65 vs. Q2 2025
- Shares held
- 1.08B
- +9.37M (+0.9%) vs. Q2 2025
- Total value
- $102.5B
- +$9.40B (+10.1%) vs. Q2 2025
- New holders
- 189
- 922 more added
- Sold out
- 124
- 818 more reduced
32 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 8,020 | $763.9K | 0.05% | −193−2.3% | Reduced |
| Sound Financial Strategies Group, LLC | 8,024 | $764.2K | 0.56% | −556−6.5% | Reduced |
| Avestar Capital, LLC | 8,026 | $764.4K | 0.05% | −480−5.6% | Reduced |
| Cito Capital Group, LLC | 7,988 | $765.0K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 8,033 | $765.1K | 0.06% | +354+4.6% | Added |
| National Asset Management, Inc. | 8,039 | $765.6K | 0.04% | −3,781−32.0% | Reduced |
| Versant Capital Management, Inc | 8,050 | $766.7K | 0.10% | +381+5.0% | Added |
| Simmons Bank | 8,062 | $767.8K | 0.05% | −189−2.3% | Reduced |
| Heritage Family Offices, LLP | 8,082 | $769.7K | 0.36% | −129−1.6% | Reduced |
| Salvus Wealth Management, LLC | 8,087 | $770.2K | 0.43% | +36+0.4% | Added |
| New Hampshire Trust | 8,097 | $771.2K | 0.15% | +1,101+15.7% | Added |
| Plimoth Trust Co LLC | 8,122 | $773.5K | 0.18% | −1,266−13.5% | Reduced |
| Wedmont Private Capital | 7,875 | $774.3K | 0.03% | +1,124+16.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,137 | $775.0K | 0.34% | −75−0.9% | Reduced |
| Chicago Trust Co NA | 8,139 | $775.2K | 0.11% | −69−0.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,155 | $777.0K | 0.50% | +80+1.0% | Added |
| Investment Advisory Services Inc | 8,178 | $778.8K | 0.25% | +9+0.1% | Added |
| Crews Bank & Trust | 8,225 | $783.3K | 0.11% | −68−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,302 | $791.6K | 0.07% | +961+13.1% | Added |
| Biltmore Family Office, LLC | 8,251 | $791.7K | 0.11% | +184+2.3% | Added |
| BCS Private Wealth Management, Inc. | 8,280 | $794.5K | 0.28% | +240+3.0% | Added |
| Nixon Peabody Trust Co | 8,383 | $798.4K | 0.06% | −2,442−22.6% | Reduced |
| Corundum Group, Inc. | 8,427 | $802.6K | 0.33% | +68+0.8% | Added |
| Persium Advisors, LLC | 8,433 | $803.2K | 0.60% | +487+6.1% | Added |
| McDaniel Terry & Co | 8,448 | $804.6K | 0.06% | 00.0% | Unchanged |
| Clark Wealth Partners | 8,437 | $810.5K | 0.49% | +1,204+16.6% | Added |
| Bearing Point Capital, LLC | 8,510 | $810.5K | 0.14% | −40−0.5% | Reduced |
| First Commonwealth Financial Corp | 8,562 | $815.4K | 0.14% | −3,006−26.0% | Reduced |
| Financial Sense Advisors, Inc. | 8,632 | $822.1K | 0.15% | −330−3.7% | Reduced |
| Sumitomo Life Insurance Co | 8,688 | $827.4K | 0.03% | −304−3.4% | Reduced |
| Beacon Investment Advisors LLC | 8,720 | $830.6K | 0.34% | −41−0.5% | Reduced |
| Old National Bancorp | 8,726 | $831.1K | 0.01% | −505−5.5% | Reduced |
| PFG Investments, LLC | 8,742 | $832.6K | 0.04% | +167+1.9% | Added |
| Hudson Portfolio Management LLC | 8,760 | $834.3K | 0.74% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 8,768 | $835.1K | 0.18% | +3,586+69.2% | Added |
| Pitti Group Wealth Management, LLC | 8,771 | $835.4K | 0.71% | −292−3.2% | Reduced |
| American State Bank (Iowa) | 8,788 | $837.0K | 0.43% | +82+0.9% | Added |
| Keystone Financial Services | 8,788 | $837.0K | 0.26% | +681+8.4% | Added |
| Crestwood Advisors Group LLC | 8,800 | $838.1K | 0.01% | +2,140+32.1% | Added |
| Sowell Financial Services LLC | 8,807 | $838.8K | 0.03% | −179−2.0% | Reduced |
| Malaga Cove Capital, LLC | 8,859 | $843.7K | 0.31% | +65+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 8,929 | $850.0K | 0.02% | +816+10.1% | Added |
| Nvest Financial, LLC | 8,992 | $856.4K | 0.49% | −2,280−20.2% | Reduced |
| IFG Advisory, LLC | 8,996 | $856.8K | 0.04% | −28,471−76.0% | Reduced |
| Exeter Financial, LLC | 9,005 | $857.6K | 0.37% | +82+0.9% | Added |
| Rehmann Capital Advisory Group | 9,076 | $859.0K | 0.05% | −668−6.9% | Reduced |
| Keynote Financial Services LLC | 9,023 | $859.4K | 0.52% | +1,354+17.7% | Added |
| LRI Investments, LLC | 9,032 | $860.2K | 0.07% | −2,165−19.3% | Reduced |
| Peoples Bank | 9,035 | $860.5K | 0.85% | −1,084−10.7% | Reduced |
| Ballast Advisors LLC | 9,039 | $860.9K | 0.24% | +100+1.1% | Added |
| Trust Point Inc. | 9,064 | $863.3K | 0.07% | −3,144−25.8% | Reduced |
| Jmac Enterprises LLC | 9,100 | $866.7K | 0.17% | −1,800−16.5% | Reduced |
| Lantern Wealth Advisors, LLC | 9,110 | $867.6K | 0.46% | −200−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 9,164 | $873.0K | 0.06% | −140−1.5% | Reduced |
| Altfest L J & Co Inc | 9,171 | $873.4K | 0.10% | −167−1.8% | Reduced |
| Roffman Miller Associates Inc | 9,178 | $874.1K | 0.05% | −6,127−40.0% | Reduced |
| 17 Capital Partners, LLC | 9,294 | $885.2K | 0.48% | 00.0% | Unchanged |
| Cooper Financial Group | 9,304 | $886.1K | 0.10% | −461−4.7% | Reduced |
| Clear Harbor Asset Management, LLC | 9,310 | $886.7K | 0.06% | −632−6.4% | Reduced |
| Winch Advisory Services, LLC | 9,362 | $891.6K | 0.20% | +11+0.1% | Added |
| Flagship Harbor Advisors, LLC | 9,387 | $894.0K | 0.04% | −30.0% | Reduced |
| Xcel Wealth Management, LLC | 9,395 | $894.8K | 0.23% | −365−3.7% | Reduced |
| Buck Wealth Strategies, LLC | 9,429 | $898.0K | 0.12% | −2,541−21.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 9,471 | $902.0K | 0.52% | −144−1.5% | Reduced |
| Grove Bank & Trust | 9,491 | $903.9K | 0.11% | −967−9.2% | Reduced |
| AlphaCore Capital LLC | 9,464 | $908.0K | 0.03% | +3,299+53.5% | Added |
| Pine Valley Investments Ltd Liability Co | 9,547 | $911.9K | 0.05% | −152−1.6% | Reduced |
| Eagle Harbor Asset Management Inc | 9,614 | $915.6K | 0.80% | −24−0.2% | Reduced |
| Accredited Investors Inc. | 9,648 | $918.9K | 0.05% | −1,833−16.0% | Reduced |
| Essex Investment Management Co LLC | 9,651 | $919.2K | 0.14% | +9,651 | New |
| Buckley Wealth Management, LLC | 9,697 | $923.5K | 0.25% | −257−2.6% | Reduced |
| Private Trust Co NA | 9,734 | $927.1K | 0.08% | +457+4.9% | Added |
| EverSource Wealth Advisors, LLC | 9,753 | $928.9K | 0.04% | +1,963+25.2% | Added |
| Wellington Shields & Co., LLC | 9,775 | $931.0K | 0.24% | −600−5.8% | Reduced |
| City Holding Co | 9,776 | $931.0K | 0.12% | −1,127−10.3% | Reduced |
| Transatlantique Private Wealth LLC | 9,782 | $931.6K | 0.30% | −106−1.1% | Reduced |
| Phillips Wealth Planners LLC | 9,469 | $932.0K | 0.77% | +2,338+32.8% | Added |
| Alan B. Lancz & Associates, Inc. | 9,808 | $934.1K | 0.84% | −100−1.0% | Reduced |
| Cidel Asset Management Inc | 9,851 | $938.2K | 0.05% | +255+2.7% | Added |
| Wealthcare Advisory Partners LLC | 9,861 | $939.2K | 0.02% | +767+8.4% | Added |
| Paragon Private Wealth Management, LLC | 9,862 | $939.3K | 0.31% | +726+7.9% | Added |
| Fiduciary Family Office, LLC | 9,884 | $941.4K | 0.27% | +1,110+12.7% | Added |
| Dudley Capital Management, LLC | 9,891 | $942.1K | 0.43% | −240−2.4% | Reduced |
| Chiron Capital Management, LLC | 9,895 | $942.4K | 0.81% | −4,652−32.0% | Reduced |
| Moseley Investment Management Inc | 9,969 | $949.4K | 0.29% | −259−2.5% | Reduced |
| Diligent Investors, LLC | 9,998 | $952.2K | 0.24% | +432+4.5% | Added |
| Southport Management, L.L.C. | 10,000 | $952.4K | 3.93% | +10,000 | New |
| Beaumont Asset Management, L.L.C. | 10,037 | $955.9K | 0.48% | −214−2.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,075 | $960.0K | 1.68% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 10,084 | $960.4K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 10,090 | $961.0K | 0.01% | +324+3.3% | Added |
| Headlands Technologies LLC | 10,108 | $962.7K | 0.08% | −11,293−52.8% | Reduced |
| Pictet & Cie (Europe) SA | 10,131 | $964.9K | 0.02% | +1,385+15.8% | Added |
| Journey Strategic Wealth LLC | 10,144 | $966.2K | 0.03% | +1,509+17.5% | Added |
| Legacy Capital Wealth Partners, LLC | 10,155 | $967.2K | 0.21% | −281−2.7% | Reduced |
| SevenBridge Financial Group, LLC | 10,112 | $968.9K | 0.16% | −2,832−21.9% | Reduced |
| Bangor Savings Bank | 10,186 | $970.1K | 0.08% | −919−8.3% | Reduced |
| Sava Infond d.o.o. | 10,200 | $971.4K | 0.14% | −2,300−18.4% | Reduced |
| Alteri Wealth LLC | 10,213 | $972.7K | 0.33% | +25+0.2% | Added |
| Meridian Wealth Management, LLC | 10,222 | $973.6K | 0.04% | −971−8.7% | Reduced |