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 |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 9,904 | $951.0K | 0.02% | −3,400−25.6% | Reduced |
| Southport Management, L.L.C. | 10,000 | $960.6K | 3.35% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 10,049 | $965.3K | 0.21% | −106−1.0% | Reduced |
| Central Trust Co | 10,050 | $965.4K | 0.02% | −536−5.1% | Reduced |
| Christine Messmer PC | 10,058 | $966.1K | 0.63% | +10,058 | New |
| Journey Strategic Wealth LLC | 10,080 | $968.3K | 0.03% | −64−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 10,131 | $973.2K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 10,144 | $974.4K | 0.01% | +54+0.5% | Added |
| MJP Associates Inc | 10,150 | $975.0K | 0.12% | −475−4.5% | Reduced |
| Alteri Wealth LLC | 10,178 | $977.7K | 0.32% | −35−0.3% | Reduced |
| Stableford Capital II LLC | 10,181 | $978.0K | 0.35% | −534−5.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,181 | $978.0K | 0.01% | −525−4.9% | Reduced |
| Bearing Point Capital, LLC | 10,186 | $978.5K | 0.15% | +1,676+19.7% | Added |
| Private Trust Co NA | 10,196 | $979.5K | 0.09% | +462+4.7% | Added |
| Lyell Wealth Management, LP | 10,240 | $983.7K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 10,243 | $983.9K | 0.42% | +1,238+13.7% | Added |
| Ronald Blue Trust, Inc. | 10,278 | $987.2K | 0.01% | −70−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,304 | $989.8K | 0.27% | −464−4.3% | Reduced |
| Stonebrook Private Inc. | 10,310 | $990.4K | 0.21% | −16,877−62.1% | Reduced |
| V-Square Quantitative Management LLC | 10,326 | $991.9K | 0.10% | −3,854−27.2% | Reduced |
| Doliver Advisors, LP | 10,332 | $992.5K | 0.25% | −2,446−19.1% | Reduced |
| Cypress Capital Advisors, LLC | 10,343 | $993.5K | 0.53% | −32−0.3% | Reduced |
| Jones Kertz & Associates, Inc. | 10,398 | $998.8K | 0.51% | +10,398 | New |
| Castlekeep Investment Advisors LLC | 10,412 | $1.00M | 0.45% | −144−1.4% | Reduced |
| Truvestments Capital LLC | 10,417 | $1.00M | 0.18% | −195−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 10,419 | $1.00M | 0.31% | +557+5.6% | Added |
| City Holding Co | 10,434 | $1.00M | 0.12% | +658+6.7% | Added |
| Wealthcare Advisory Partners LLC | 10,451 | $1.00M | 0.02% | +590+6.0% | Added |
| Avantra Family Wealth, Inc. | 10,455 | $1.00M | 0.73% | +226+2.2% | Added |
| CVA Family Office, LLC | 10,517 | $1.01M | 0.12% | +20.0% | Added |
| TCM Advisors, LLC | – | $1.01M | 0.85% | – | – |
| Meridian Wealth Management, LLC | 10,521 | $1.01M | 0.04% | +299+2.9% | Added |
| New Age Alpha Advisors, LLC | 10,551 | $1.01M | 0.04% | −12,776−54.8% | Reduced |
| Moneta Group Investment Advisors LLC | 10,555 | $1.01M | 0.01% | +142+1.4% | Added |
| Logan Capital Management Inc | 10,644 | $1.02M | 0.04% | +23+0.2% | Added |
| Advisor Resource Council | 10,020 | $1.03M | 0.37% | +10,020 | New |
| Paladin Wealth, LLC | 10,730 | $1.03M | 0.70% | −499−4.4% | Reduced |
| Colonial Trust Co | 10,743 | $1.03M | 0.14% | −2,209−17.1% | Reduced |
| Lipe & Dalton | 10,750 | $1.03M | 0.51% | −238−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 10,768 | $1.03M | 0.07% | −715−6.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,802 | $1.04M | 0.25% | −154−1.4% | Reduced |
| Blackhawk Capital Partners LLC. | 10,885 | $1.05M | 0.39% | −1,415−11.5% | Reduced |
| Aurdan Capital Management, LLC | 10,929 | $1.05M | 0.32% | −806−6.9% | Reduced |
| Chilton Capital Management LLC | 10,980 | $1.05M | 0.04% | −688−5.9% | Reduced |
| Jmac Enterprises LLC | 11,000 | $1.06M | 0.20% | +1,900+20.9% | Added |
| Bigelow Investment Advisors, LLC | 11,004 | $1.06M | 0.41% | −253−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,014 | $1.06M | 0.03% | −11−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 11,046 | $1.06M | 0.17% | +309+2.9% | Added |
| Nvest Financial, LLC | 11,071 | $1.06M | 0.44% | +2,079+23.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,100 | $1.07M | 0.08% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11,114 | $1.07M | 0.23% | −342−3.0% | Reduced |
| OV Management LLC | 11,124 | $1.07M | 0.93% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,181 | $1.07M | 0.10% | −3,305−22.8% | Reduced |
| Harbor Investment Advisory, LLC | 11,216 | $1.08M | 0.08% | +129+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 11,218 | $1.08M | 0.10% | −15,772−58.4% | Reduced |
| Epiq Partners, LLC | 11,253 | $1.08M | 0.50% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 11,256 | $1.08M | 0.41% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 11,260 | $1.08M | 0.15% | +1,060+10.4% | Added |
| Kathmere Capital Management, LLC | 11,308 | $1.09M | 0.07% | −1,498−11.7% | Reduced |
| Insigneo Advisory Services, LLC | 11,391 | $1.09M | 0.08% | +547+5.0% | Added |
| Mach-1 Financial Group, Inc. | 11,402 | $1.10M | 0.22% | +8,878+351.7% | Added |
| Wealthspire Advisors, LLC | 11,534 | $1.11M | 0.01% | +5,003+76.6% | Added |
| Phillips Wealth Planners LLC | 11,090 | $1.11M | 0.89% | +1,621+17.1% | Added |
| International Assets Investment Management, LLC | 11,591 | $1.11M | 0.08% | −2,493−17.7% | Reduced |
| Crestwood Advisors Group LLC | 11,602 | $1.11M | 0.02% | +2,802+31.8% | Added |
| Canandaigua National Bank & Trust Co | 11,603 | $1.11M | 0.10% | −204−1.7% | Reduced |
| Capstone Triton Financial Group, LLC | 11,639 | $1.12M | 0.74% | +648+5.9% | Added |
| Ameritas Investment Partners, Inc. | 11,655 | $1.12M | 0.03% | −199−1.7% | Reduced |
| Great Waters Wealth Management | 11,676 | $1.12M | 0.12% | −158−1.3% | Reduced |
| Whitener Capital Management, Inc. | 11,694 | $1.12M | 0.26% | +325+2.9% | Added |
| Cape Ann Savings Bank | 11,762 | $1.13M | 0.58% | −70−0.6% | Reduced |
| 1st Source Bank | 11,808 | $1.13M | 0.06% | −406−3.3% | Reduced |
| Aberdeen Wealth Management LLC | 11,854 | $1.14M | 0.53% | −125−1.0% | Reduced |
| Lakeside Advisors, INC. | 11,953 | $1.15M | 0.73% | −1,193−9.1% | Reduced |
| Pflug Koory, LLC | 11,962 | $1.15M | 0.54% | −193−1.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 12,000 | $1.15M | 0.06% | +12,000 | New |
| Cahill Financial Advisors Inc | 12,020 | $1.15M | 0.13% | −832−6.5% | Reduced |
| Inlet Private Wealth, LLC | 12,050 | $1.16M | 0.27% | −840−6.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 12,087 | $1.16M | 0.30% | +721+6.3% | Added |
| Schulhoff & Co Inc | 12,121 | $1.16M | 0.49% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 12,144 | $1.17M | 0.09% | −81−0.7% | Reduced |
| Unique Wealth Strategies, LLC | 12,152 | $1.17M | 0.46% | +232+1.9% | Added |
| Capital Investment Advisors, LLC | 12,156 | $1.17M | 0.02% | +1,729+16.6% | Added |
| Tectonic Advisors LLC | 12,164 | $1.17M | 0.06% | +358+3.0% | Added |
| High Net Worth Advisory Group LLC | 12,175 | $1.17M | 0.27% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,182 | $1.17M | 0.12% | −950−7.2% | Reduced |
| LVM Capital Management Ltd | 12,196 | $1.17M | 0.11% | −1,505−11.0% | Reduced |
| Cigna Investments Inc | 12,213 | $1.17M | 0.17% | −109−0.9% | Reduced |
| NorthRock Partners, LLC | 12,303 | $1.18M | 0.02% | −5,163−29.6% | Reduced |
| Conning Inc. | 12,329 | $1.18M | 0.04% | +67+0.5% | Added |
| 1620 Investment Advisors, Inc. | 12,431 | $1.19M | 0.80% | −30.0% | Reduced |
| Polymer Capital Management (US) LLC | 12,463 | $1.20M | 0.15% | +6,419+106.2% | Added |
| M Holdings Securities, Inc. | 12,467 | $1.20M | 0.09% | +12,467 | New |
| Patten & Patten Inc | 12,501 | $1.20M | 0.07% | +711+6.0% | Added |
| Alexander Randolph Advisory, Inc. | 12,567 | $1.21M | 1.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,695 | $1.22M | 0.04% | −792−5.9% | Reduced |
| Winthrop Partners - WNY, LLC | 12,729 | $1.22M | 0.66% | +12,729 | New |
| Ballast, Inc. | 12,788 | $1.23M | 0.29% | −278−2.1% | Reduced |
| Fulton Bank, N.A. | 12,794 | $1.23M | 0.04% | +224+1.8% | Added |
| Zions Bancorporation, National Association | 12,853 | $1.23M | 0.06% | +1,548+13.7% | Added |