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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 500 | $48.0K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 500 | $48.0K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 500 | $48.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 505 | $48.5K | 0.02% | +5+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 506 | $48.6K | 0.04% | −2,619−83.8% | Reduced |
| Kemnay Advisory Services Inc. | 511 | $49.1K | 0.01% | +511 | New |
| Bullock Wealth Management Group | 513 | $49.3K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 517 | $50.0K | 0.01% | −14−2.6% | Reduced |
| Bell Investment Advisors, Inc | 521 | $50.0K | 0.01% | +6+1.2% | Added |
| Basecamp Wealth Advisors LLC | 522 | $50.1K | 0.01% | +522 | New |
| Wellington Shields Capital Management, LLC | 550 | $52.8K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 560 | $53.8K | 0.01% | −148−20.9% | Reduced |
| TD Capital Management LLC | 565 | $54.3K | 0.00% | +410+264.5% | Added |
| Princeton Global Asset Management LLC | 570 | $54.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 575 | $55.0K | 0.01% | +450+360.0% | Added |
| Bullseye Investment Management, LLC | 575 | $55.2K | 0.03% | +575 | New |
| Robinswood Financial LLC | 585 | $56.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 589 | $56.6K | 0.00% | −4−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 600 | $57.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 610 | $58.6K | 0.00% | −3,137−83.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 611 | $58.7K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 617 | $59.3K | 0.01% | −70−10.2% | Reduced |
| Orion Capital Management LLC | 619 | $59.5K | 0.02% | +619 | New |
| Colonial Trust Advisors | 620 | $59.6K | 0.00% | −94−13.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 628 | $60.3K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 634 | $60.9K | 0.02% | +634 | New |
| Piscataqua Savings Bank | 646 | $62.1K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 654 | $62.8K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 661 | $63.5K | 0.03% | +3+0.5% | Added |
| Thompson Investment Management, Inc. | 675 | $64.8K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 665 | $65.7K | 0.05% | +665 | New |
| Wealth Watch Advisors, INC | 684 | $65.7K | 0.02% | −3−0.4% | Reduced |
| MCF Advisors LLC | 682 | $66.0K | 0.00% | −374−35.4% | Reduced |
| Lavaca Capital LLC | 692 | $66.5K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 695 | $66.8K | 0.05% | +2+0.3% | Added |
| Gordian Capital Singapore Pte Ltd | 700 | $67.2K | 0.09% | −700−50.0% | Reduced |
| DT Investment Partners, LLC | 718 | $69.0K | 0.01% | −926−56.3% | Reduced |
| Antipodes Partners Ltd | 730 | $70.1K | 0.00% | +730 | New |
| Simplex Trading, LLC | 731 | $70.2K | 0.00% | +731 | New |
| Keystone Financial Group, Inc. | 741 | $71.7K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 732 | $73.8K | 0.01% | +17+2.4% | Added |
| BFSG, LLC | 772 | $74.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 775 | $74.4K | 0.05% | +1+0.1% | Added |
| Atwood & Palmer Inc | 775 | $74.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 777 | $74.6K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 777 | $74.6K | 0.05% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 780 | $74.9K | 0.07% | +780 | New |
| Bank of New Hampshire | 782 | $75.1K | 0.02% | −1,205−60.6% | Reduced |
| WealthCollab, LLC | 788 | $75.7K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 791 | $76.5K | 0.06% | +791 | Added |
| Ramirez Asset Management, Inc. | 800 | $76.8K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 818 | $78.6K | 0.05% | −1,070−56.7% | Reduced |
| MTM Investment Management, LLC | 831 | $79.8K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 834 | $80.1K | 0.02% | +143+20.7% | Added |
| Washington Trust Advisors, Inc. | 853 | $82.0K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 858 | $82.0K | 0.04% | +858 | New |
| Quarry LP | 860 | $82.6K | 0.01% | +860 | New |
| Costello Asset Management, INC | 867 | $83.3K | 0.03% | −65−7.0% | Reduced |
| Asset Planning,Inc | 872 | $83.8K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 887 | $85.2K | 0.02% | +887 | New |
| Hazlett, Burt & Watson, Inc. | 902 | $87.0K | 0.03% | +31+3.6% | Added |
| Golden State Wealth Management, LLC | 909 | $87.3K | 0.01% | −70−7.2% | Reduced |
| Motco | 934 | $89.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 954 | $91.6K | 0.07% | −91−8.7% | Reduced |
| CNB Bank | 957 | $91.9K | 0.04% | −287−23.1% | Reduced |
| REAP Financial Group, LLC | 959 | $92.1K | 0.02% | +98+11.4% | Added |
| Cetera Trust Company, N.A | 975 | $93.7K | 0.05% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 988 | $94.9K | 0.05% | +9+0.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $96.1K | 0.01% | +1,000 | New |
| DV Trading LLC | 1,000 | $96.1K | 0.01% | +1,000 | New |
| Bayban | 1,000 | $96.1K | 0.08% | +1,000 | New |
| Richardson Financial Services Inc. | 1,010 | $97.0K | 0.06% | +1,006+25,150.0% | Added |
| Tompkins Financial Corp | 1,026 | $98.6K | 0.01% | +13+1.3% | Added |
| Medallion Wealth Advisors, LLC | 1,033 | $99.2K | 0.03% | −9−0.9% | Reduced |
| Arlington Trust Co LLC | 1,037 | $99.6K | 0.01% | −702−40.4% | Reduced |
| Salomon & Ludwin, LLC | 1,037 | $101.0K | 0.01% | +142+15.9% | Added |
| Rosenberg Matthew Hamilton | 1,054 | $101.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,065 | $102.3K | 0.01% | +82+8.3% | Added |
| Palladiem, LLC | 1,064 | $102.9K | 0.10% | +1,064 | New |
| Sound Income Strategies, LLC | 1,073 | $103.8K | 0.00% | +137+14.6% | Added |
| Missouri Trust & Investment Co | 1,081 | $103.8K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,083 | $104.0K | 0.04% | +1,083 | New |
| South State Corp. | 1,089 | $104.6K | 0.00% | −700−39.1% | Reduced |
| TrustBank | 1,090 | $104.7K | 0.04% | +1,090 | New |
| First Command Advisory Services, Inc. | 1,093 | $105.0K | 0.00% | +9+0.8% | Added |
| Country Trust Bank | 1,098 | $105.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,105 | $106.1K | 0.06% | – | – |
| Hoey Investments, Inc | 1,105 | $106.1K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 1,106 | $106.2K | 0.01% | +1,106 | New |
| Root Financial Partners, LLC | 1,108 | $106.4K | 0.01% | −91−7.6% | Reduced |
| Strategic Wealth Advisors LLC | 1,118 | $107.0K | 0.09% | +1,118 | New |
| SJS Investment Consulting Inc. | 1,130 | $108.5K | 0.01% | +102+9.9% | Added |
| Trust Co | 1,149 | $110.4K | 0.01% | +548+91.2% | Added |
| CoreFirst Bank & Trust | 1,160 | $111.4K | 0.06% | −100−7.9% | Reduced |
| Atlantic Trust, LLC | 1,206 | $115.9K | 0.02% | −40−3.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,237 | $118.8K | 0.03% | −133−9.7% | Reduced |
| GW&K Investment Management, LLC | 1,237 | $119.0K | 0.00% | +41+3.4% | Added |
| Cohen & Steers, Inc. | 1,250 | $120.0K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,250 | $120.1K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,314 | $126.2K | 0.03% | −48−3.5% | Reduced |