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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 4,015 | $382.4K | 0.49% | +20.0% | Added |
| Angeles Wealth Management, LLC | 4,035 | $384.3K | 0.02% | +65+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 4,047 | $385.4K | 0.16% | +20+0.5% | Added |
| Severin Investments, LLC | 4,050 | $385.7K | 0.34% | −49−1.2% | Reduced |
| Spirepoint Private Client, LLC | 4,055 | $386.2K | 0.04% | +156+4.0% | Added |
| Graybill Bartz & Assoc Ltd | 4,061 | $386.8K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,078 | $388.4K | 0.01% | +1,236+43.5% | Added |
| Alpha Cubed Investments, LLC | 4,085 | $389.1K | 0.01% | +142+3.6% | Added |
| Ausdal Financial Partners, Inc. | 4,101 | $390.5K | 0.02% | +4,101 | New |
| Sage Private Wealth Group, LLC | 4,106 | $391.0K | 0.22% | +34+0.8% | Added |
| True North Advisors, LLC | 4,106 | $391.0K | 0.06% | +4,106 | New |
| CoreCap Advisors, LLC | 4,108 | $391.3K | 0.01% | +1,583+62.7% | Added |
| Lion Street Advisors, LLC | 3,265 | $391.4K | 0.14% | +3,265 | New |
| Red Door Wealth Management, LLC | 4,117 | $392.1K | 0.04% | −108−2.6% | Reduced |
| Agf Management Ltd | 4,125 | $392.9K | 0.00% | −138−3.2% | Reduced |
| Wealth Alliance | 4,129 | $393.3K | 0.04% | −323−7.3% | Reduced |
| Symphony Financial, Ltd. Co. | 4,148 | $393.3K | 0.05% | +2,641+175.2% | Added |
| Natural Investments, LLC | 4,139 | $394.0K | 0.10% | +82+2.0% | Added |
| Forefront Analytics, LLC | 4,145 | $394.7K | 0.38% | −188−4.3% | Reduced |
| Balanced Rock Investment Advisor | 4,148 | $395.1K | 0.29% | −246−5.6% | Reduced |
| Bollard Group LLC | 4,159 | $396.0K | 0.01% | +32+0.8% | Added |
| Brass Tax Wealth Management, Inc | 4,169 | $397.0K | 0.07% | +53+1.3% | Added |
| First County Bank | 4,171 | $397.2K | 0.20% | +130+3.2% | Added |
| Apriem Advisors | 4,178 | $397.9K | 0.04% | +66+1.6% | Added |
| Moment Partners, LLC | 4,180 | $398.1K | 0.07% | +424+11.3% | Added |
| Capstone Investment Advisors, LLC | 4,196 | $399.6K | 0.00% | −10,773−72.0% | Reduced |
| Algert Global LLC | 4,200 | $400.0K | 0.01% | −740−15.0% | Reduced |
| Evelyn Partners Investment Management LLP | 4,204 | $400.4K | 0.01% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,205 | $400.5K | 0.12% | −66−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 4,205 | $400.5K | 0.19% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 4,110 | $402.2K | 0.04% | +1,047+34.2% | Added |
| InvesTrust | 4,230 | $402.9K | 0.15% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,252 | $405.0K | 0.13% | −60−1.4% | Reduced |
| Cromwell Holdings LLC | 4,234 | $406.3K | 0.22% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,278 | $407.4K | 0.12% | +6+0.1% | Added |
| Forefront Wealth Partners, LLC | 4,279 | $407.5K | 0.10% | +4,279 | New |
| Maple Capital Management, Inc. | 4,284 | $408.0K | 0.03% | −383−8.2% | Reduced |
| Abbot Financial Management, Inc. | 4,294 | $409.0K | 0.17% | −950−18.1% | Reduced |
| High Note Wealth, LLC | 4,297 | $409.2K | 0.08% | +103+2.5% | Added |
| BlueStem Wealth Partners, LLC | 4,301 | $409.6K | 0.05% | +62+1.5% | Added |
| First National Bank of Omaha | 4,304 | $409.9K | 0.03% | −31,271−87.9% | Reduced |
| Poinciana Advisors Group, LLC | 4,310 | $410.5K | 0.35% | +49+1.1% | Added |
| Hall Capital Management Co Inc | 4,313 | $410.8K | 0.16% | +117+2.8% | Added |
| Seamount Financial Group Inc | 4,357 | $414.9K | 0.20% | +200+4.8% | Added |
| First Manhattan Co | 4,326 | $415.1K | 0.00% | +235+5.7% | Added |
| D'Orazio & Associates, Inc. | 4,391 | $418.2K | 0.06% | +1,457+49.7% | Added |
| Richwood Investment Advisors, LLC | 4,434 | $422.4K | 0.33% | −312−6.6% | Reduced |
| Widmann Financial Services, Inc. | 4,438 | $422.7K | 0.27% | +46+1.0% | Added |
| Indiana Trust & Investment Management CO | 4,440 | $422.9K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,444 | $423.3K | 0.01% | +84+1.9% | Added |
| Moss Adams Wealth Advisors LLC | 4,431 | $424.9K | 0.03% | +147+3.4% | Added |
| Capital International Sarl | 4,465 | $425.2K | 0.01% | +494+12.4% | Added |
| US Asset Management LLC | 4,503 | $428.9K | 0.35% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,503 | $428.9K | 0.03% | +1,246+38.3% | Added |
| Bank of Jackson Hole Trust | 4,511 | $429.6K | 0.22% | +673+17.5% | Added |
| Picton Mahoney Asset Management | 4,517 | $430.0K | 0.01% | +4,505+37,541.7% | Added |
| MFA Wealth Services | 4,529 | $431.4K | 0.30% | +132+3.0% | Added |
| Optas, LLC | 4,539 | $432.3K | 0.07% | −3,169−41.1% | Reduced |
| Silverlake Wealth Management LLC | 4,542 | $432.5K | 0.11% | −61−1.3% | Reduced |
| MBA Advisors LLC | 4,549 | $433.2K | 0.19% | +618+15.7% | Added |
| Austin Private Wealth, LLC | 4,553 | $433.6K | 0.03% | −35−0.8% | Reduced |
| Empower Advisory Group, LLC | 4,566 | $434.9K | 0.00% | +546+13.6% | Added |
| Atalanta Sosnoff Capital, LLC | 4,589 | $437.1K | 0.01% | −100−2.1% | Reduced |
| Pines Wealth Management, LLC | 4,591 | $437.2K | 0.15% | −2,692−37.0% | Reduced |
| Charles Schwab Trust Co | 4,591 | $437.2K | 0.03% | +4,591 | New |
| Oddo BHF Asset Management SAS | 4,605 | $438.6K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,614 | $439.4K | 0.08% | −169−3.5% | Reduced |
| Wynn Capital, LLC | 4,639 | $441.8K | 0.21% | +110+2.4% | Added |
| Garrett Wealth Advisory Group, LLC | 4,650 | $442.9K | 0.09% | +10.0% | Added |
| Aventura Private Wealth, LLC | 4,669 | $444.7K | 0.16% | −38−0.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,690 | $446.7K | 0.15% | +4,690 | New |
| One Capital Management, LLC | 4,699 | $447.5K | 0.01% | −64−1.3% | Reduced |
| Plan A Wealth LLC | 4,706 | $448.2K | 0.23% | +495+11.8% | Added |
| Prestige Wealth Management Group LLC | 4,693 | $450.3K | 0.09% | +239+5.4% | Added |
| Mechanics Financial Corp | 4,736 | $451.1K | 0.17% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,744 | $451.8K | 0.06% | +4,744 | New |
| Northstar Asset Management LLC | 4,750 | $452.4K | 0.10% | −160−3.3% | Reduced |
| Seven Mile Advisory | 4,757 | $453.1K | 0.07% | +2,190+85.3% | Added |
| Manchester Capital Management LLC | 4,786 | $455.8K | 0.06% | −1,038−17.8% | Reduced |
| Chaney Capital Management, Inc. | 4,800 | $457.2K | 0.16% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,800 | $457.2K | 0.05% | +1,415+41.8% | Added |
| Eagle Rock Investment Company, LLC | 4,816 | $458.7K | 0.07% | +4,816 | New |
| Patten Group, Inc. | 4,838 | $460.8K | 0.09% | +10+0.2% | Added |
| Cypress Capital Group | 4,843 | $461.2K | 0.06% | +342+7.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,886 | $465.3K | 0.04% | +1,509+44.7% | Added |
| Register Financial Advisors LLC | 4,887 | $465.4K | 0.18% | +14+0.3% | Added |
| Venturi Wealth Management, LLC | 4,892 | $465.9K | 0.02% | +1,918+64.5% | Added |
| Parvin Asset Management, LLC | 4,900 | $466.7K | 0.41% | +50+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,910 | $467.6K | 0.11% | +200+4.2% | Added |
| Western Wealth Management, LLC | 4,928 | $469.3K | 0.02% | +215+4.6% | Added |
| Arq Wealth Advisors, LLC | 4,892 | $469.4K | 0.14% | +4,892 | New |
| First Affirmative Financial Network | 4,944 | $470.9K | 0.22% | +365+8.0% | Added |
| North Star Asset Management Inc | 4,974 | $473.7K | 0.02% | +330+7.1% | Added |
| Koss-Olinger Consulting, LLC | 5,434 | $474.0K | 0.04% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,980 | $474.3K | 0.16% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 4,991 | $475.3K | 0.21% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,991 | $475.3K | 0.24% | +227+4.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $476.2K | 0.25% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,008 | $477.0K | 0.09% | −610−10.9% | Reduced |
| Great Diamond Partners, LLC | 5,020 | $478.1K | 0.09% | −98−1.9% | Reduced |