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; 2,149 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 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 29,603 | $2.84M | 0.06% | +27,135+1,099.5% | Added |
| Mount Yale Investment Advisors, LLC | 29,475 | $2.85M | 0.14% | −2,936−9.1% | Reduced |
| Systematic Alpha Investments, LLC | 29,701 | $2.85M | 0.09% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 29,777 | $2.86M | 0.09% | +13,716+85.4% | Added |
| Aviso Financial Inc. | 29,881 | $2.87M | 0.11% | +321+1.1% | Added |
| Norden Group LLC | 29,894 | $2.87M | 0.28% | −1,335−4.3% | Reduced |
| Laird Norton Trust Company, LLC | 29,983 | $2.90M | 0.06% | +29,983 | New |
| Voya Financial Advisors, Inc. | 30,211 | $2.90M | 0.28% | −1,436−4.5% | Reduced |
| Cypress Capital, LLC | 30,272 | $2.91M | 0.81% | +660+2.2% | Added |
| Rational Advisors LLC | 30,400 | $2.92M | 0.30% | +30,400 | New |
| Pier 88 Investment Partners LLC | 30,400 | $2.92M | 0.65% | +30,400 | New |
| Catalyst Capital Advisors LLC | 30,550 | $2.93M | 0.06% | +1,225+4.2% | Added |
| Foster & Motley Inc | 30,891 | $2.97M | 0.16% | −3,570−10.4% | Reduced |
| Summit Financial, LLC | 30,683 | $2.97M | 0.04% | +1,672+5.8% | Added |
| Cohen Capital Management, Inc. | 31,102 | $2.99M | 0.45% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31,123 | $2.99M | 0.30% | +6,149+24.6% | Added |
| Leelyn Smith, LLC | 31,232 | $3.00M | 0.43% | +116+0.4% | Added |
| Alliance Wealth Advisors, LLC | 31,303 | $3.01M | 0.65% | −15,236−32.7% | Reduced |
| Lansdowne Partners (UK) LLP | 31,398 | $3.02M | 0.22% | +31,398 | New |
| OpenArc Corporate Advisory, LLC | 31,660 | $3.04M | 0.05% | +31,660 | New |
| Lombard Odier Asset Management (Switzerland) SA | 31,694 | $3.04M | 0.13% | −4,073−11.4% | Reduced |
| Sagespring Wealth Partners, LLC | 31,917 | $3.07M | 0.06% | +2,531+8.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 32,050 | $3.08M | 0.37% | +3,765+13.3% | Added |
| EagleClaw Capital Managment, LLC | 32,147 | $3.09M | 0.45% | −200−0.6% | Reduced |
| Appleton Partners Inc | 32,200 | $3.09M | 0.20% | −693−2.1% | Reduced |
| Caliber Wealth Management, LLC | 32,306 | $3.10M | 0.33% | −753−2.3% | Reduced |
| SWP Investment Management LLC | 32,443 | $3.12M | 2.26% | +8,385+34.9% | Added |
| Quadrant Capital Group LLC | 32,477 | $3.12M | 0.09% | +101+0.3% | Added |
| Resonant Capital Advisors, LLC | 32,573 | $3.15M | 0.17% | +698+2.2% | Added |
| Empire Financial Management Company, LLC | 32,818 | $3.15M | 0.69% | +168+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 33,089 | $3.18M | 0.17% | −770−2.3% | Reduced |
| Uncommon Cents Investing LLC | 33,222 | $3.19M | 0.77% | +335+1.0% | Added |
| Beech Hill Advisors, Inc. | 33,386 | $3.21M | 1.54% | −893−2.6% | Reduced |
| Gold Investment Management Ltd. | 33,455 | $3.21M | 1.03% | −348−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 33,463 | $3.21M | 1.88% | +448+1.4% | Added |
| Romano Brothers and Company | 33,473 | $3.22M | 0.37% | −650−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,749 | $3.24M | 0.21% | 00.0% | Unchanged |
| Wahed Invest LLC | 33,770 | $3.24M | 0.43% | −1,315−3.7% | Reduced |
| Everence Capital Management Inc | 33,790 | $3.25M | 0.19% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 34,083 | $3.27M | 0.43% | +546+1.6% | Added |
| Ostrum Asset Management | 34,204 | $3.29M | 0.16% | −6,115−15.2% | Reduced |
| Prospera Financial Services Inc | 34,242 | $3.29M | 0.05% | −3,122−8.4% | Reduced |
| EP Wealth Advisors, LLC | 34,271 | $3.29M | 0.02% | +34,271 | New |
| Ashton Thomas Private Wealth, LLC | 34,184 | $3.31M | 0.08% | +820+2.5% | Added |
| MUFG Securities Americas Inc. | 34,554 | $3.32M | 0.21% | +30.0% | Added |
| Sound View Wealth Advisors Group, LLC | 34,566 | $3.32M | 0.22% | +495+1.5% | Added |
| Lynx Capital Group Ltd | 34,568 | $3.32M | 1.52% | −82−0.2% | Reduced |
| Fundamentun, LLC | 34,634 | $3.33M | 0.13% | +376+1.1% | Added |
| GF Fund Management Co. Ltd. | 34,749 | $3.34M | 0.06% | −656−1.9% | Reduced |
| MH & Associates Securities Management Corp | 34,787 | $3.34M | 2.73% | +34,787 | New |
| Securian Asset Management, Inc | 34,876 | $3.35M | 0.13% | −27,001−43.6% | Reduced |
| Twin Capital Management Inc | 35,021 | $3.36M | 0.42% | −285−0.8% | Reduced |
| Diversify Advisory Services, LLC | 34,790 | $3.37M | 0.11% | +2,726+8.5% | Added |
| Synergy Financial Management, LLC | 35,072 | $3.37M | 0.35% | −222,726−86.4% | Reduced |
| Peak Asset Management, LLC | 35,095 | $3.37M | 0.57% | −315−0.9% | Reduced |
| Focus Financial Network, Inc. | 35,279 | $3.39M | 0.12% | +2,324+7.1% | Added |
| Assenagon Asset Management S.A. | 35,292 | $3.39M | 0.01% | +866+2.5% | Added |
| Zhang Financial LLC | 35,414 | $3.40M | 0.13% | +3,436+10.7% | Added |
| NewEdge Wealth, LLC | 35,559 | $3.42M | 0.04% | +13,102+58.3% | Added |
| Argent Advisors, Inc. | 35,768 | $3.44M | 0.96% | −164−0.5% | Reduced |
| Meritage Portfolio Management | 35,931 | $3.45M | 0.23% | −438−1.2% | Reduced |
| Community Trust & Investment Co | 36,094 | $3.47M | 0.18% | −468−1.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 36,182 | $3.50M | 1.17% | −4,885−11.9% | Reduced |
| Corbyn Investment Management Inc | 36,517 | $3.51M | 1.02% | −1,629−4.3% | Reduced |
| Ancora Advisors, LLC | 36,892 | $3.54M | 0.07% | +560+1.5% | Added |
| Financial Advisory Partners, LLC | 37,033 | $3.56M | 1.00% | +72+0.2% | Added |
| Fiduciary Trust Co | 37,104 | $3.56M | 0.04% | +3,639+10.9% | Added |
| Argyle Capital Management Inc. | 37,260 | $3.58M | 1.20% | +200+0.5% | Added |
| Tower Research Capital LLC (TRC) | 37,548 | $3.61M | 0.09% | +22,097+143.0% | Added |
| Trilogy Capital Inc. | 37,731 | $3.62M | 0.16% | +30,679+435.0% | Added |
| Augustine Asset Management Inc | 37,762 | $3.63M | 0.72% | −140.0% | Reduced |
| Tower Bridge Advisors | 37,833 | $3.63M | 0.37% | −1,855−4.7% | Reduced |
| Verition Fund Management LLC | 37,900 | $3.64M | 0.02% | +3,558+10.4% | Added |
| Portside Wealth Group, LLC | 37,938 | $3.64M | 0.49% | −1,084−2.8% | Reduced |
| Econ Financial Services Corp | 38,066 | $3.66M | 1.83% | +4,860+14.6% | Added |
| HighPoint Advisor Group LLC | 38,517 | $3.70M | 0.08% | +8,031+26.3% | Added |
| Steel Peak Wealth Management LLC | 38,277 | $3.70M | 0.12% | +38,277 | New |
| 180 Wealth Advisors, LLC | 38,562 | $3.70M | 0.42% | +482+1.3% | Added |
| Pathway Financial Advisers, LLC | 38,591 | $3.71M | 1.07% | −563−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 38,634 | $3.71M | 1.14% | −2,621−6.4% | Reduced |
| Graham Capital Management, L.P. | 38,642 | $3.71M | 0.13% | −8,600−18.2% | Reduced |
| Becker Capital Management Inc | 38,485 | $3.72M | 0.11% | −1,634−4.1% | Reduced |
| Autumn Glory Partners, LLC | 38,868 | $3.73M | 1.31% | +473+1.2% | Added |
| Machina Capital S.A.S. | 38,872 | $3.73M | 0.71% | −3,762−8.8% | Reduced |
| Novem Group | 38,876 | $3.73M | 0.43% | −1,202−3.0% | Reduced |
| Verdence Capital Advisors LLC | 38,914 | $3.74M | 0.22% | −4,586−10.5% | Reduced |
| Martingale Asset Management L P | 39,050 | $3.75M | 0.10% | +385+1.0% | Added |
| Bahl & Gaynor Inc | 39,151 | $3.76M | 0.02% | −2,454−5.9% | Reduced |
| Perkins Coie Trust Co | 39,301 | $3.78M | 0.70% | −684−1.7% | Reduced |
| Franklin Street Advisors Inc | 39,313 | $3.78M | 0.22% | −12,558−24.2% | Reduced |
| Oak Asset Management, LLC | 39,525 | $3.80M | 1.29% | +40+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 39,635 | $3.81M | 0.00% | +11,060+38.7% | Added |
| Larson Financial Group LLC | 39,717 | $3.82M | 0.13% | +123+0.3% | Added |
| COFG Advisors, LLC | 39,762 | $3.82M | 0.94% | +39,762 | New |
| Arnhold LLC | 39,819 | $3.83M | 0.29% | 00.0% | Unchanged |
| Trust Co of Vermont | 39,867 | $3.83M | 0.16% | −3,654−8.4% | Reduced |
| TCTC Holdings, LLC | 39,993 | $3.84M | 0.11% | −90−0.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 40,108 | $3.85M | 3.87% | −1,213−2.9% | Reduced |
| Hengehold Capital Management LLC | 40,342 | $3.88M | 0.33% | +747+1.9% | Added |
| Kestra Investment Management, LLC | 40,419 | $3.88M | 0.09% | +2,874+7.7% | Added |