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
- 2,321
- +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
- 881 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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 16,285 | $1.58M | 0.21% | −3,490−17.6% | Reduced |
| Signaturefd, LLC | 16,461 | $1.58M | 0.02% | +591+3.7% | Added |
| Auxano Advisors, LLC | 16,522 | $1.59M | 0.31% | +32+0.2% | Added |
| Evergreen Capital Management LLC | 16,428 | $1.59M | 0.04% | −342−2.0% | Reduced |
| VestGen Advisors, LLC | 16,571 | $1.59M | 0.07% | −2,586−13.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,579 | $1.59M | 0.39% | −106−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 16,604 | $1.60M | 0.21% | −1,132−6.4% | Reduced |
| HF Advisory Group, LLC | 16,607 | $1.60M | 0.56% | +1,372+9.0% | Added |
| HM Payson & Co | 16,614 | $1.60M | 0.02% | +1,889+12.8% | Added |
| Nwam LLC | 15,899 | $1.60M | 0.09% | +2,395+17.7% | Added |
| Aprio Wealth Management, LLC | 16,639 | $1.60M | 0.09% | +12,871+341.6% | Added |
| Cypress Asset Management Inc | 16,657 | $1.60M | 0.35% | −224−1.3% | Reduced |
| Belpointe Asset Management LLC | 16,712 | $1.61M | 0.06% | +6,088+57.3% | Added |
| Venture Visionary Partners LLC | 16,493 | $1.61M | 0.05% | −301−1.8% | Reduced |
| Paradigm Asset Management Co LLC | 16,800 | $1.61M | 0.37% | −1,100−6.1% | Reduced |
| Tradition Wealth Management, LLC | 16,857 | $1.62M | 0.12% | −399−2.3% | Reduced |
| ICW Investment Advisors LLC | 16,869 | $1.62M | 0.59% | +342+2.1% | Added |
| Simplicity Wealth,LLC | 16,926 | $1.63M | 0.10% | −4,672−21.6% | Reduced |
| Magnolia Capital Advisors LLC | 16,945 | $1.63M | 0.34% | −66−0.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 16,960 | $1.63M | 0.47% | +724+4.5% | Added |
| Sculati Wealth Management, LLC | 16,979 | $1.63M | 0.57% | −1,275−7.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 16,999 | $1.63M | 0.63% | −293−1.7% | Reduced |
| Jacobi Capital Management LLC | 17,107 | $1.64M | 0.10% | −526−3.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 17,953 | $1.65M | 0.13% | +17,953 | New |
| Syon Capital LLC | 17,326 | $1.66M | 0.08% | +4,761+37.9% | Added |
| Claret Asset Management Corp | 17,333 | $1.67M | 0.19% | −270−1.5% | Reduced |
| BayBridge Capital Group, LLC | 17,378 | $1.67M | 1.03% | +59+0.3% | Added |
| Charter Oak Capital Management, LLC | 17,386 | $1.67M | 0.13% | −106−0.6% | Reduced |
| Center for Wealth Management Advisory | 17,423 | $1.67M | 1.23% | +17,423 | New |
| MV Capital Management, Inc. | 17,486 | $1.68M | 0.16% | +288+1.7% | Added |
| TMB Capital Partners, LLC | 17,588 | $1.69M | 0.58% | +17,588 | New |
| Westbourne Investments, Inc. | 17,600 | $1.69M | 0.79% | −2,225−11.2% | Reduced |
| Visionary Horizons, LLC | 17,700 | $1.70M | 0.88% | +421+2.4% | Added |
| AIMZ Investment Advisors, LLC | 17,726 | $1.70M | 0.49% | +40.0% | Added |
| Rothschild Investment LLC | 17,756 | $1.71M | 0.09% | −763−4.1% | Reduced |
| Perigon Wealth Management, LLC | 17,837 | $1.71M | 0.03% | −529−2.9% | Reduced |
| SS&H Financial Advisors, Inc. | 17,871 | $1.72M | 0.50% | +1,500+9.2% | Added |
| Viawealth, LLC | 17,950 | $1.72M | 0.97% | −2,025−10.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 18,003 | $1.73M | 0.50% | +195+1.1% | Added |
| Iowa State Bank | 18,015 | $1.73M | 0.32% | −420−2.3% | Reduced |
| Berger Financial Group, Inc | 18,052 | $1.73M | 0.10% | −991−5.2% | Reduced |
| Drucker Wealth 3.0, LLC | 18,124 | $1.74M | 0.31% | −860−4.5% | Reduced |
| Creative Financial Designs Inc | 18,124 | $1.74M | 0.11% | −9,265−33.8% | Reduced |
| Drake & Associates, LLC | 18,138 | $1.74M | 0.35% | −9,780−35.0% | Reduced |
| Gsa Capital Partners LLP | 18,158 | $1.74M | 0.15% | +15,234+521.0% | Added |
| XML Financial, LLC | 18,162 | $1.74M | 0.14% | −1,199−6.2% | Reduced |
| Richard Bernstein Advisors LLC | 18,197 | $1.75M | 0.05% | −2,012−10.0% | Reduced |
| Westside Investment Management, Inc. | 18,277 | $1.76M | 0.28% | −110−0.6% | Reduced |
| New England Asset Management Inc | 18,390 | $1.77M | 0.23% | +825+4.7% | Added |
| Shelton Capital Management | 18,450 | $1.77M | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 18,486 | $1.78M | 0.75% | +121+0.7% | Added |
| MidFirst Bank | 22,579 | $1.79M | 0.14% | +22,579 | New |
| Great Lakes Retirement, Inc. | 18,481 | $1.79M | 0.19% | +615+3.4% | Added |
| Agate Pass Investment Management, LLC | 18,785 | $1.80M | 0.67% | −1,300−6.5% | Reduced |
| TownSquare Capital, LLC | 18,785 | $1.80M | 0.40% | −876−4.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 18,807 | $1.81M | 0.28% | +36+0.2% | Added |
| Alps Advisors Inc | 18,831 | $1.81M | 0.01% | −84−0.4% | Reduced |
| Quadcap Wealth Management, LLC | 18,915 | $1.82M | 0.21% | −343−1.8% | Reduced |
| Aperture Investors, LLC | 19,024 | $1.83M | 0.26% | −15,926−45.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 19,036 | $1.83M | 1.07% | −333−1.7% | Reduced |
| Vance Wealth, Inc. | 18,911 | $1.83M | 0.54% | −5,255−21.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 19,074 | $1.83M | 0.09% | −17−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 19,210 | $1.84M | 0.38% | +547+2.9% | Added |
| Kingswood Wealth Advisors, LLC | 19,345 | $1.86M | 0.09% | +13,634+238.7% | Added |
| Kingsview Wealth Management, LLC | 19,467 | $1.87M | 0.03% | +2,506+14.8% | Added |
| Wesbanco Bank Inc | 19,567 | $1.88M | 0.05% | −987−4.8% | Reduced |
| Krilogy Financial LLC | 18,730 | $1.89M | 0.06% | +489+2.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 19,746 | $1.90M | 0.25% | −66−0.3% | Reduced |
| Pacitti Group Inc. | 19,782 | $1.91M | 0.70% | +946+5.0% | Added |
| Peterson Wealth Services | 20,006 | $1.92M | 0.49% | +13,132+191.0% | Added |
| Shufro Rose & Co LLC | 20,100 | $1.93M | 0.13% | −1,721−7.9% | Reduced |
| Ingalls & Snyder LLC | 20,171 | $1.94M | 0.07% | +790+4.1% | Added |
| IHT Wealth Management, LLC | 20,229 | $1.94M | 0.05% | −694−3.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 20,106 | $1.95M | 0.51% | +70+0.3% | Added |
| Inceptionr LLC | 20,364 | $1.96M | 0.54% | +20,364 | New |
| Parallax Volatility Advisers, L.P. | 20,387 | $1.96M | 0.06% | +5,652+38.4% | Added |
| Flputnam Investment Management Co | 20,537 | $1.97M | 0.03% | +15,236+287.4% | Added |
| Edgestream Partners, L.P. | 20,548 | $1.97M | 0.06% | +9,124+79.9% | Added |
| Wolff Wiese Magana LLC | 20,651 | $1.98M | 1.09% | +188+0.9% | Added |
| Oak Harbor Wealth Partners, LLC | 20,708 | $1.99M | 0.48% | +148+0.7% | Added |
| Hilltop National Bank | 20,865 | $2.00M | 0.48% | −1,406−6.3% | Reduced |
| Profund Advisors LLC | 20,867 | $2.00M | 0.06% | +4,326+26.2% | Added |
| AlphaCore Capital LLC | 20,988 | $2.02M | 0.05% | +11,524+121.8% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $2.02M | 0.49% | +21,000 | New |
| Cinctive Capital Management LP | 21,014 | $2.02M | 0.12% | +21,014 | New |
| Hilltop Holdings Inc. | 21,092 | $2.03M | 0.12% | +3,217+18.0% | Added |
| Stone Point Wealth LLC | 21,186 | $2.04M | 0.55% | +2,495+13.3% | Added |
| Gladstone Institutional Advisory LLC | 21,239 | $2.04M | 0.08% | +379+1.8% | Added |
| Citadel Investment Advisory, Inc. | 21,316 | $2.05M | 0.88% | −630−2.9% | Reduced |
| Ticino Wealth | 21,326 | $2.05M | 0.76% | +21,326 | New |
| Northcape Wealth Management, LLC | 21,379 | $2.05M | 0.58% | +131+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 21,469 | $2.06M | 0.01% | −146,689−87.2% | Reduced |
| Spinnaker Trust | 21,470 | $2.06M | 0.11% | −808−3.6% | Reduced |
| Smartleaf Asset Management LLC | 21,361 | $2.06M | 0.08% | +2,086+10.8% | Added |
| Allen Wealth Management, LLC | 21,534 | $2.07M | 1.24% | +157+0.7% | Added |
| Drexel Morgan & Co. | 21,546 | $2.07M | 0.32% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 21,562 | $2.07M | 0.31% | +215+1.0% | Added |
| Boston Trust Walden Corp | 21,576 | $2.07M | 0.02% | −30,478−58.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 21,682 | $2.08M | 1.35% | −1,100−4.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 21,692 | $2.08M | 0.07% | −998−4.4% | Reduced |