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 |
|---|---|---|---|---|---|
| Avantra Family Wealth, Inc. | 10,229 | $974.2K | 0.73% | +1,149+12.7% | Added |
| Lyell Wealth Management, LP | 10,240 | $975.3K | 0.07% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 10,240 | $975.3K | 0.18% | +654+6.8% | Added |
| Beacon Financial Advisory LLC | 10,288 | $979.8K | 0.23% | +11+0.1% | Added |
| Burney Co | 10,292 | $980.2K | 0.03% | +244+2.4% | Added |
| Ronald Blue Trust, Inc. | 10,348 | $985.5K | 0.01% | +1,258+13.8% | Added |
| Longfellow Investment Management Co LLC | 10,354 | $986.1K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 10,375 | $988.1K | 0.56% | −522−4.8% | Reduced |
| Moneta Group Investment Advisors LLC | 10,413 | $991.7K | 0.01% | −458−4.2% | Reduced |
| Capital Investment Advisors, LLC | 10,427 | $993.1K | 0.02% | +558+5.7% | Added |
| CVA Family Office, LLC | 10,515 | $1.00M | 0.13% | +91+0.9% | Added |
| Castlekeep Investment Advisors LLC | 10,556 | $1.01M | 0.47% | −3,681−25.9% | Reduced |
| Westerkirk Capital Inc. | 10,578 | $1.01M | 0.12% | +3,510+49.7% | Added |
| Central Trust Co | 10,586 | $1.01M | 0.02% | −536−4.8% | Reduced |
| Truvestments Capital LLC | 10,612 | $1.01M | 0.18% | −2,460−18.8% | Reduced |
| Logan Capital Management Inc | 10,621 | $1.01M | 0.04% | −1,838−14.8% | Reduced |
| Belpointe Asset Management LLC | 10,624 | $1.01M | 0.04% | +3,099+41.2% | Added |
| MJP Associates Inc | 10,625 | $1.01M | 0.13% | +784+8.0% | Added |
| Centaurus Financial, Inc. | 10,637 | $1.01M | 0.05% | +4,280+67.3% | Added |
| Monetary Management Group Inc | 10,675 | $1.02M | 0.23% | 00.0% | Unchanged |
| LSV Asset Management | 10,700 | $1.02M | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,706 | $1.02M | 0.01% | +50.0% | Added |
| Stableford Capital II LLC | 10,715 | $1.02M | 0.37% | +48+0.4% | Added |
| TCM Advisors, LLC | – | $1.02M | 0.86% | – | – |
| Personal Cfo Solutions, LLC | 10,737 | $1.02M | 0.18% | +870+8.8% | Added |
| Strategic Advisors LLC | 10,744 | $1.02M | 0.17% | −22−0.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,768 | $1.03M | 0.28% | −1,870−14.8% | Reduced |
| Lynch & Associates | 10,827 | $1.03M | 0.20% | +1,060+10.9% | Added |
| Insigneo Advisory Services, LLC | 10,844 | $1.03M | 0.07% | +3,059+39.3% | Added |
| One Wealth Advisors, LLC | 10,908 | $1.04M | 0.13% | −102−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 10,906 | $1.04M | 0.01% | +238+2.2% | Added |
| Dumont & Blake Investment Advisors LLC | 10,956 | $1.04M | 0.25% | −37−0.3% | Reduced |
| Capstone Triton Financial Group, LLC | 10,991 | $1.05M | 0.70% | +600+5.8% | Added |
| Lipe & Dalton | 10,988 | $1.05M | 0.52% | −300−2.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,025 | $1.05M | 0.03% | +511+4.9% | Added |
| Harbor Investment Advisory, LLC | 11,087 | $1.06M | 0.09% | −398−3.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,100 | $1.06M | 0.08% | 00.0% | Unchanged |
| OV Management LLC | 11,124 | $1.06M | 0.90% | +28+0.3% | Added |
| St. Clair Advisors, LLC | 11,162 | $1.06M | 0.28% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 11,229 | $1.07M | 0.78% | −346−3.0% | Reduced |
| Chesley Taft & Associates LLC | 11,237 | $1.07M | 0.05% | +11,237 | New |
| Epiq Partners, LLC | 11,253 | $1.07M | 0.51% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 11,256 | $1.07M | 0.41% | −300−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 11,257 | $1.07M | 0.43% | −617−5.2% | Reduced |
| Zions Bancorporation, National Association | 11,305 | $1.08M | 0.05% | +9,877+691.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 11,366 | $1.08M | 0.29% | +248+2.2% | Added |
| Whitener Capital Management, Inc. | 11,369 | $1.08M | 0.26% | −1,556−12.0% | Reduced |
| Insight Inv LLC | 11,394 | $1.09M | 0.64% | −2,679−19.0% | Reduced |
| StrongBox Wealth, LLC | 11,420 | $1.09M | 0.37% | −940−7.6% | Reduced |
| Edgestream Partners, L.P. | 11,424 | $1.09M | 0.03% | +11,424 | New |
| Cherry Tree Wealth Management, LLC | 11,456 | $1.09M | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 11,483 | $1.09M | 0.09% | +162+1.4% | Added |
| Wolverine Trading, LLC | 11,650 | $1.09M | 0.02% | −18,424−61.3% | Reduced |
| Dynasty Wealth Management, LLC | 11,618 | $1.11M | 0.01% | +11,618 | New |
| SPC Financial, Inc. | 11,665 | $1.11M | 0.09% | −569−4.7% | Reduced |
| Chilton Capital Management LLC | 11,668 | $1.11M | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11,615 | $1.11M | 0.23% | −9−0.1% | Reduced |
| Caption Management, LLC | 11,700 | $1.11M | 0.06% | −31,300−72.8% | Reduced |
| Aurdan Capital Management, LLC | 11,735 | $1.12M | 0.36% | −11,655−49.8% | Reduced |
| Integrated Advisors Network LLC | 11,777 | $1.12M | 0.05% | +1,883+19.0% | Added |
| Patten & Patten Inc | 11,790 | $1.12M | 0.07% | −63−0.5% | Reduced |
| Tectonic Advisors LLC | 11,806 | $1.12M | 0.06% | −1,479−11.1% | Reduced |
| Canandaigua National Bank & Trust Co | 11,807 | $1.12M | 0.10% | +18+0.2% | Added |
| Financial Advisory Service, Inc. | 11,816 | $1.13M | 0.08% | +9+0.1% | Added |
| Cape Ann Savings Bank | 11,832 | $1.13M | 0.60% | +1,155+10.8% | Added |
| Great Waters Wealth Management | 11,834 | $1.13M | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,854 | $1.13M | 0.03% | −427−3.5% | Reduced |
| Unique Wealth Strategies, LLC | 11,920 | $1.14M | 0.45% | +72+0.6% | Added |
| Aberdeen Wealth Management LLC | 11,979 | $1.14M | 0.72% | −700−5.5% | Reduced |
| Baader Bank INC | 11,990 | $1.14M | 0.09% | +303+2.6% | Added |
| CFS Investment Advisory Services, LLC | 12,225 | $1.15M | 0.08% | +207+1.7% | Added |
| 111 Capital | 12,036 | $1.15M | 0.22% | +12,036 | New |
| Schulhoff & Co Inc | 12,121 | $1.15M | 0.49% | −251−2.0% | Reduced |
| Guidance Capital, Inc | 12,337 | $1.16M | 0.30% | +412+3.5% | Added |
| Pflug Koory, LLC | 12,155 | $1.16M | 0.55% | −52−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 12,175 | $1.16M | 0.28% | −431−3.4% | Reduced |
| 1st Source Bank | 12,214 | $1.16M | 0.06% | −409−3.2% | Reduced |
| Conning Inc. | 12,262 | $1.17M | 0.04% | −615−4.8% | Reduced |
| Blackhawk Capital Partners LLC. | 12,300 | $1.17M | 0.46% | +12,300 | New |
| Cigna Investments Inc | 12,322 | $1.17M | 0.17% | −240−1.9% | Reduced |
| Harbour Investments, Inc. | 12,318 | $1.17M | 0.03% | +1,361+12.4% | Added |
| Frank, Rimerman Advisors LLC | 12,325 | $1.17M | 0.08% | +2,784+29.2% | Added |
| Adviser Investments LLC | 12,359 | $1.18M | 0.01% | +1,944+18.7% | Added |
| Csenge Advisory Group | 12,390 | $1.18M | 0.06% | +6,195+100.0% | Added |
| 1620 Investment Advisors, Inc. | 12,434 | $1.18M | 0.80% | +131+1.1% | Added |
| Tiaa Trust, National Association | 12,498 | $1.19M | 0.00% | −430−3.3% | Reduced |
| Peloton Wealth Strategists | 12,530 | $1.19M | 0.47% | −100−0.8% | Reduced |
| Syon Capital LLC | 12,565 | $1.20M | 0.06% | +2,555+25.5% | Added |
| Alexander Randolph Advisory, Inc. | 12,567 | $1.20M | 0.99% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,570 | $1.20M | 0.04% | +563+4.7% | Added |
| Calamos Wealth Management LLC | 12,591 | $1.20M | 0.04% | +2,944+30.5% | Added |
| Brian Low Financial Group, LLC | 12,603 | $1.20M | 0.93% | +3,102+32.6% | Added |
| AE Wealth Management LLC | 12,744 | $1.21M | 0.01% | +2,324+22.3% | Added |
| Doliver Advisors, LP | 12,778 | $1.22M | 0.31% | −125−1.0% | Reduced |
| Kathmere Capital Management, LLC | 12,806 | $1.22M | 0.09% | +5,034+64.8% | Added |
| Saxon Interests, Inc. | 13,185 | $1.22M | 0.48% | +213+1.6% | Added |
| Cahill Financial Advisors Inc | 12,852 | $1.22M | 0.14% | −924−6.7% | Reduced |
| Inlet Private Wealth, LLC | 12,890 | $1.23M | 0.28% | +190+1.5% | Added |
| Colonial Trust Co | 12,952 | $1.23M | 0.17% | +8+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 12,961 | $1.23M | 0.27% | −999−7.2% | Reduced |