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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 40,449 | $3.89M | 0.06% | +1,593+4.1% | Added |
| Metis Global Partners, LLC | 40,671 | $3.91M | 0.09% | −2,611−6.0% | Reduced |
| Fred Alger Management, LLC | 40,765 | $3.92M | 0.02% | −43−0.1% | Reduced |
| Money Concepts Capital Corp | 40,845 | $3.92M | 0.22% | −84−0.2% | Reduced |
| Brentview Investment Management LLC | 41,046 | $3.94M | 1.78% | +216+0.5% | Added |
| Welch & Forbes LLC | 41,075 | $3.95M | 0.05% | −3,440−7.7% | Reduced |
| NovaPoint Capital, LLC | 41,126 | $3.95M | 1.02% | +1,286+3.2% | Added |
| Regions Financial Corp | 41,189 | $3.96M | 0.03% | +139+0.3% | Added |
| Westpac Banking Corp | 41,681 | $4.00M | 0.25% | +4,174+11.1% | Added |
| Spring Capital Management, LLC | 41,719 | $4.01M | 2.03% | +586+1.4% | Added |
| Foundations Investment Advisors, LLC | 41,872 | $4.02M | 0.05% | −9,198−18.0% | Reduced |
| Aso Group Ltd | 41,914 | $4.03M | 1.57% | +41,914 | New |
| Investment House LLC | 41,923 | $4.03M | 0.19% | −40−0.1% | Reduced |
| Boston Private Wealth LLC | 41,964 | $4.03M | 0.24% | −4,852−10.4% | Reduced |
| Summit Trail Advisors, LLC | 41,743 | $4.04M | 0.07% | −5,068−10.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 42,160 | $4.05M | 0.83% | +42,160 | New |
| Monte Financial Group, LLC | 42,308 | $4.06M | 1.51% | −360−0.8% | Reduced |
| Sigma Planning Corp | 42,366 | $4.07M | 0.11% | −796−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 42,426 | $4.08M | 0.15% | −17,261−28.9% | Reduced |
| Advisortrust Partners, LLC | 42,521 | $4.08M | 1.79% | +42,521 | New |
| Kinloch Capital, LLC | 42,792 | $4.11M | 1.77% | +345+0.8% | Added |
| Commerzbank Aktiengesellschaft | 43,050 | $4.13M | 0.08% | +3,883+9.9% | Added |
| Cullinan Associates Inc | 43,292 | $4.16M | 0.28% | −473−1.1% | Reduced |
| Motley Fool Wealth Management, LLC | 43,432 | $4.17M | 0.32% | −8,360−16.1% | Reduced |
| Farmers National Bank | 43,502 | $4.18M | 0.93% | −1,137−2.5% | Reduced |
| Stonebridge Financial Group, LLC | 43,505 | $4.18M | 0.36% | +1,719+4.1% | Added |
| Mutual Advisors, LLC | 43,552 | $4.18M | 0.09% | +850+2.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 43,738 | $4.20M | 0.33% | +10,826+32.9% | Added |
| Callan Family Office, LLC | 43,760 | $4.20M | 0.09% | +18,621+74.1% | Added |
| NBC Securities, Inc. | 43,954 | $4.22M | 0.32% | +435+1.0% | Added |
| North Dakota State Investment Board | 43,981 | $4.22M | 0.16% | +43,981 | New |
| Lighthouse Investment Partners, LLC | 44,000 | $4.23M | 0.14% | −7,700−14.9% | Reduced |
| Highland Capital Management, LLC | 44,004 | $4.23M | 0.21% | −2,640−5.7% | Reduced |
| Courier Capital LLC | 44,040 | $4.23M | 0.24% | −2,206−4.8% | Reduced |
| First Pacific Financial | 44,052 | $4.23M | 0.55% | −2,765−5.9% | Reduced |
| Old North State Wealth Management, LLC | 44,073 | $4.24M | 1.99% | +1,878+4.5% | Added |
| First National Trust Co | 44,201 | $4.25M | 0.14% | +76+0.2% | Added |
| Level Four Advisory Services, LLC | 44,299 | $4.26M | 0.14% | +437+1.0% | Added |
| Morningstar Investment Management LLC | 44,322 | $4.26M | 0.25% | −669−1.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 44,368 | $4.26M | 2.51% | −765−1.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 44,396 | $4.26M | 1.47% | +730+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,540 | $4.28M | 0.01% | −6,576−12.9% | Reduced |
| MainStreet Investment Advisors LLC | 44,547 | $4.28M | 0.62% | −3,470−7.2% | Reduced |
| Clear Trail Advisors, LLC | 44,612 | $4.29M | 0.99% | +44,612 | New |
| Morton Community Bank | 41,727 | $4.30M | 0.93% | +1,055+2.6% | Added |
| Hudson Bay Capital Management LP | 45,000 | $4.32M | 0.02% | +19,984+79.9% | Added |
| Sivik Global Healthcare LLC | 45,000 | $4.32M | 2.11% | −15,000−25.0% | Reduced |
| Railway Pension Investments Ltd | 45,200 | $4.34M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 45,474 | $4.37M | 0.04% | −29,912−39.7% | Reduced |
| 44 Wealth Management LLC | 45,711 | $4.39M | 1.47% | +148+0.3% | Added |
| Mattson Financial Services, LLC | 46,001 | $4.42M | 1.03% | −699−1.5% | Reduced |
| Hanson & Doremus Investment Management | 46,313 | $4.45M | 0.53% | −385−0.8% | Reduced |
| Berkshire Asset Management LLC | 46,358 | $4.45M | 0.20% | −11,801−20.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 46,411 | $4.46M | 0.71% | +2,549+5.8% | Added |
| Lifeworks Advisors, LLC | 46,653 | $4.48M | 0.58% | −10,836−18.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 46,440 | $4.49M | 0.21% | +383+0.8% | Added |
| Gilman Hill Asset Management, LLC | 46,910 | $4.51M | 0.71% | +3,707+8.6% | Added |
| Omers Administration Corp | 47,301 | $4.54M | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 47,088 | $4.55M | 0.30% | +4,503+10.6% | Added |
| Harrell Investment Partners, LLC | 47,515 | $4.56M | 1.08% | −2,156−4.3% | Reduced |
| Apollon Wealth Management, LLC | 47,533 | $4.57M | 0.08% | +1,293+2.8% | Added |
| Compass Wealth Management LLC | 47,665 | $4.58M | 1.14% | +2,186+4.8% | Added |
| Stamos Capital Partners, L.P. | 47,719 | $4.58M | 0.74% | +5,027+11.8% | Added |
| Phoenix Holdings Ltd. | 46,603 | $4.61M | 0.05% | −11,981−20.5% | Reduced |
| GHP Investment Advisors, Inc. | 47,999 | $4.61M | 0.19% | −132−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 48,064 | $4.62M | 0.12% | −1,465−3.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 48,285 | $4.64M | 1.40% | −120.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 47,973 | $4.64M | 0.71% | +150+0.3% | Added |
| Headinvest, LLC | 48,432 | $4.65M | 0.93% | −324−0.7% | Reduced |
| Triglav Skladi, D.O.O. | 48,652 | $4.67M | 0.29% | −1,500−3.0% | Reduced |
| Simon Quick Advisors, LLC | 48,703 | $4.68M | 0.20% | +453+0.9% | Added |
| Genesis Financial Group, LLC | 48,805 | $4.69M | 2.72% | +48,805 | New |
| Coastal Bridge Advisors, LLC | 48,978 | $4.70M | 0.35% | −235−0.5% | Reduced |
| Boston Research & Management Inc | 49,039 | $4.71M | 1.07% | −1,740−3.4% | Reduced |
| Round Hill Asset Management | 49,375 | $4.74M | 2.99% | −305−0.6% | Reduced |
| Somerset Trust Co | 49,537 | $4.76M | 1.46% | +288+0.6% | Added |
| Advisors Management Group Inc | 49,539 | $4.76M | 0.87% | −3,010−5.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 50,000 | $4.80M | 0.03% | −260,000−83.9% | Reduced |
| Brasada Capital Management, LP | 50,525 | $4.85M | 0.83% | +44,525+742.1% | Added |
| Hedeker Wealth, LLC | 50,587 | $4.86M | 1.02% | +628+1.3% | Added |
| Scissortail Wealth Management, LLC | 50,608 | $4.86M | 1.11% | +965+1.9% | Added |
| Banque Cantonale Vaudoise | 50,649 | $4.87M | 0.17% | +12,402+32.4% | Added |
| GeoWealth Management, LLC | 50,847 | $4.88M | 0.18% | −1,101−2.1% | Reduced |
| Generali Asset Management SPA SGR | 51,387 | $4.94M | 0.10% | −18,678−26.7% | Reduced |
| Two Sigma Advisers, LP | 51,419 | $4.94M | 0.01% | +2,487+5.1% | Added |
| Kinneret Advisory, LLC | 51,171 | $4.95M | 0.42% | −1,400−2.7% | Reduced |
| Glenview Trust Co | 51,579 | $4.95M | 0.08% | +1,726+3.5% | Added |
| RSM US Wealth Management LLC | 51,353 | $4.96M | 0.06% | −546−1.1% | Reduced |
| LaFleur & Godfrey LLC | 51,774 | $4.97M | 0.60% | +5,620+12.2% | Added |
| Global Retirement Partners, LLC | 51,919 | $4.99M | 0.09% | +18,335+54.6% | Added |
| Clearstead Advisors, LLC | 52,001 | $5.00M | 0.06% | +7,884+17.9% | Added |
| Horizon Investments, LLC | 52,087 | $5.00M | 0.06% | −78,847−60.2% | Reduced |
| Daymark Wealth Partners, LLC | 52,304 | $5.02M | 0.16% | +146+0.3% | Added |
| MUFG Securities EMEA plc | 52,544 | $5.05M | 0.06% | +28,020+114.3% | Added |
| Sequoia Financial Advisors, LLC | 52,733 | $5.07M | 0.03% | +5,585+11.8% | Added |
| Rathbone Brothers plc | 52,746 | $5.07M | 0.02% | −12,766−19.5% | Reduced |
| Core Alternative Capital | 52,902 | $5.08M | 1.40% | −3,009−5.4% | Reduced |
| Needham Investment Management LLC | 53,041 | $5.10M | 0.32% | +2,500+4.9% | Added |
| SFMG, LLC | 53,073 | $5.10M | 0.34% | +2,259+4.4% | Added |
| Dearborn Partners LLC | 53,236 | $5.11M | 0.26% | −2,114−3.8% | Reduced |