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, Q4 2025
Institutional positions in Medtronic plc as of Dec 31, 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
- 2,322
- +187 vs. Q3 2025
- Shares held
- 1.10B
- +24.8M (+2.3%) vs. Q3 2025
- Total value
- $105.4B
- +$3.28B (+3.2%) vs. Q3 2025
- New holders
- 293
- 886 more added
- Sold out
- 106
- 882 more reduced
48 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kera Capital Partners, Inc. | 7,457 | $767.8K | 0.09% | +1,758+30.8% | Added |
| Peoples Bank | 8,035 | $771.8K | 0.78% | −1,000−11.1% | Reduced |
| Cito Capital Group, LLC | 7,988 | $772.0K | 0.23% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 8,055 | $774.0K | 0.50% | −100−1.2% | Reduced |
| Wellington Shields & Co., LLC | 8,075 | $775.7K | 0.19% | −1,700−17.4% | Reduced |
| Atlas Private Wealth Advisors | 8,089 | $777.0K | 0.18% | +270+3.5% | Added |
| Kennebec Savings Bank | 8,094 | $777.5K | 0.67% | +160+2.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,104 | $778.5K | 0.31% | −33−0.4% | Reduced |
| One Wealth Advisors, LLC | 8,118 | $779.8K | 0.10% | −2,790−25.6% | Reduced |
| Nations Financial Group Inc, | 8,144 | $782.3K | 0.04% | +124+1.5% | Added |
| Joule Financial, LLC | 8,172 | $785.0K | 0.24% | +8,172 | New |
| Corundum Group, Inc. | 8,173 | $785.1K | 0.26% | −254−3.0% | Reduced |
| Worth Financial Advisory Group, LLC | 8,180 | $785.8K | 0.38% | +343+4.4% | Added |
| Salvus Wealth Management, LLC | 8,197 | $787.4K | 0.44% | +110+1.4% | Added |
| Simmons Bank | 8,207 | $788.4K | 0.05% | +145+1.8% | Added |
| AssuredPartners Investment Advisors, LLC | 8,207 | $788.4K | 0.12% | +5,506+203.9% | Added |
| Investment Advisory Services Inc | 8,219 | $789.6K | 0.25% | +41+0.5% | Added |
| West Michigan Advisors, LLC | 8,216 | $794.9K | 0.18% | +315+4.0% | Added |
| Avestar Capital, LLC | 8,277 | $795.1K | 0.05% | +251+3.1% | Added |
| Prestige Wealth Management Group LLC | 8,223 | $795.8K | 0.15% | +3,530+75.2% | Added |
| Strategic Advisors LLC | 8,299 | $797.2K | 0.12% | −2,445−22.8% | Reduced |
| Roffman Miller Associates Inc | 8,317 | $798.9K | 0.04% | −861−9.4% | Reduced |
| Nixon Peabody Trust Co | 8,334 | $800.6K | 0.06% | −49−0.6% | Reduced |
| United Bank | 8,337 | $800.9K | 0.27% | +8,337 | New |
| BCS Private Wealth Management, Inc. | 8,280 | $801.3K | 0.27% | 00.0% | Unchanged |
| LRI Investments, LLC | 8,346 | $801.7K | 0.06% | −686−7.6% | Reduced |
| Wedmont Private Capital | 8,037 | $801.9K | 0.03% | +162+2.1% | Added |
| Fiduciary Family Office, LLC | 8,402 | $807.1K | 0.23% | −1,482−15.0% | Reduced |
| Clark Wealth Partners | 8,437 | $810.5K | 0.49% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,452 | $811.9K | 0.04% | +530+6.7% | Added |
| StrongBox Wealth, LLC | 8,454 | $812.1K | 0.27% | −2,966−26.0% | Reduced |
| Xxi Wealth, LLC | 8,515 | $818.0K | 0.50% | +8,515 | New |
| SevenBridge Financial Group, LLC | 8,203 | $825.8K | 0.13% | −1,909−18.9% | Reduced |
| Financial Sense Advisors, Inc. | 8,637 | $829.6K | 0.15% | +5+0.1% | Added |
| Pitti Group Wealth Management, LLC | 8,637 | $829.7K | 0.68% | −134−1.5% | Reduced |
| Alliance Private Wealth, LLC | 8,070 | $832.7K | 0.29% | +8,070 | New |
| Beacon Investment Advisors LLC | 8,671 | $833.0K | 0.33% | −49−0.6% | Reduced |
| Trust Point Inc. | 8,683 | $834.1K | 0.07% | −381−4.2% | Reduced |
| Intrust Bank NA | 8,692 | $835.0K | 0.07% | +659+8.2% | Added |
| Keynote Financial Services LLC | 8,735 | $839.1K | 0.47% | −288−3.2% | Reduced |
| Longfellow Investment Management Co LLC | 8,772 | $842.6K | 0.19% | −1,582−15.3% | Reduced |
| Sumitomo Life Insurance Co | 8,776 | $843.0K | 0.02% | +88+1.0% | Added |
| Live Oak Investment Partners | 8,796 | $844.9K | 0.52% | +8,796 | New |
| Keystone Financial Services | 8,824 | $847.6K | 0.26% | +36+0.4% | Added |
| Persium Advisors, LLC | 8,828 | $848.0K | 0.62% | +395+4.7% | Added |
| Biltmore Family Office, LLC | 8,769 | $848.3K | 0.12% | +518+6.3% | Added |
| Fortress Private Ledger, LLC | 8,846 | $849.7K | 0.28% | +2,396+37.1% | Added |
| Hudson Portfolio Management LLC | 8,855 | $850.6K | 0.73% | +95+1.1% | Added |
| Rockland Trust Co | 8,898 | $854.7K | 0.03% | −5,707−39.1% | Reduced |
| Malaga Cove Capital, LLC | 8,918 | $856.7K | 0.30% | +59+0.7% | Added |
| Winch Advisory Services, LLC | 8,934 | $858.2K | 0.19% | −428−4.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 8,940 | $858.8K | 0.18% | +172+2.0% | Added |
| Old National Bancorp | 8,953 | $860.0K | 0.01% | +227+2.6% | Added |
| FNY Investment Advisers, LLC | 9,000 | $864.0K | 0.25% | +8,723+3,149.1% | Added |
| David Loasby | 8,912 | $864.0K | 0.06% | +5,243+142.9% | Added |
| Ballast Advisors LLC | 9,004 | $864.9K | 0.24% | −35−0.4% | Reduced |
| Sowell Financial Services LLC | 9,004 | $864.9K | 0.03% | +197+2.2% | Added |
| IFG Advisory, LLC | 9,013 | $865.7K | 0.04% | +17+0.2% | Added |
| DGS Capital Management, LLC | 9,024 | $866.8K | 0.15% | −1,216−11.9% | Reduced |
| Versant Capital Management, Inc | 9,032 | $867.6K | 0.11% | +982+12.2% | Added |
| PFG Investments, LLC | 9,075 | $871.8K | 0.04% | +333+3.8% | Added |
| Cooper Financial Group | 9,076 | $871.8K | 0.09% | −228−2.5% | Reduced |
| Moseley Investment Management Inc | 9,111 | $875.2K | 0.27% | −858−8.6% | Reduced |
| American State Bank (Iowa) | 9,130 | $877.0K | 0.42% | +342+3.9% | Added |
| Neville Rodie & Shaw Inc | 9,194 | $883.0K | 0.06% | +30+0.3% | Added |
| United Community Bank | 9,224 | $886.1K | 0.34% | −4,964−35.0% | Reduced |
| Sivia Capital Partners, LLC | 9,232 | $886.8K | 0.18% | +3,872+72.2% | Added |
| Clear Harbor Asset Management, LLC | 9,237 | $887.3K | 0.06% | −73−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 9,249 | $888.5K | 0.04% | −138−1.5% | Reduced |
| 17 Capital Partners, LLC | 9,285 | $891.9K | 0.46% | −9−0.1% | Reduced |
| First Commonwealth Financial Corp | 9,292 | $892.5K | 0.15% | +730+8.5% | Added |
| Xcel Wealth Management, LLC | 9,295 | $892.9K | 0.23% | −100−1.1% | Reduced |
| Monetary Management Group Inc | 9,300 | $893.4K | 0.21% | −1,375−12.9% | Reduced |
| Huber Capital Management LLC | 9,389 | $901.9K | 0.13% | +9,389 | New |
| Advyzon Investment Management, LLC | 9,389 | $901.9K | 0.10% | +3,524+60.1% | Added |
| Boothbay Fund Management, LLC | 9,470 | $909.7K | 0.02% | +6,776+251.5% | Added |
| Peapack Gladstone Financial Corp | 9,471 | $910.0K | 0.01% | −1,435−13.2% | Reduced |
| Anchor Capital Advisors LLC | 9,498 | $912.4K | 0.03% | −586−5.8% | Reduced |
| Fieldview Capital Management, LLC | 9,543 | $916.7K | 0.16% | +9,543 | New |
| Cidel Asset Management Inc | 9,544 | $916.8K | 0.06% | −307−3.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9,573 | $919.6K | 0.32% | +7,661+400.7% | Added |
| Meriwether Wealth & Planning, LLC | 9,588 | $921.0K | 0.52% | +117+1.2% | Added |
| Lantern Wealth Advisors, LLC | 9,588 | $921.0K | 0.49% | +478+5.2% | Added |
| Essex Investment Management Co LLC | 9,651 | $927.1K | 0.14% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,659 | $927.8K | 0.23% | −339−3.4% | Reduced |
| Altfest L J & Co Inc | 9,689 | $930.7K | 0.10% | +518+5.6% | Added |
| Bangor Savings Bank | 9,690 | $930.8K | 0.07% | −496−4.9% | Reduced |
| Buckley Wealth Management, LLC | 9,731 | $934.8K | 0.25% | +34+0.4% | Added |
| Accredited Investors Inc. | 9,731 | $934.8K | 0.05% | +83+0.9% | Added |
| Transatlantique Private Wealth LLC | 9,751 | $936.7K | 0.29% | −31−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,729 | $937.2K | 0.05% | +182+1.9% | Added |
| Burney Co | 9,777 | $939.2K | 0.03% | −515−5.0% | Reduced |
| Kovack Advisors, Inc. | 9,784 | $939.9K | 0.04% | +3,496+55.6% | Added |
| Alan B. Lancz & Associates, Inc. | 9,808 | $942.2K | 0.83% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,814 | $942.8K | 0.03% | +61+0.6% | Added |
| Dudley Capital Management, LLC | 9,864 | $947.5K | 0.42% | −27−0.3% | Reduced |
| Grove Bank & Trust | 9,877 | $948.8K | 0.11% | +386+4.1% | Added |
| Beacon Financial Advisory LLC | 9,888 | $949.8K | 0.22% | −400−3.9% | Reduced |
| Cheviot Value Management, LLC | 9,427 | $950.1K | 0.09% | −88,892−90.4% | Reduced |
| Eagle Harbor Asset Management Inc | 9,892 | $950.2K | 0.79% | +278+2.9% | Added |