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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 3,381 | $324.8K | 0.02% | +3,381 | New |
| Waddell & Associates, LLC | 3,387 | $325.4K | 0.02% | +643+23.4% | Added |
| Parkside Investments, LLC | 3,391 | $325.7K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 3,410 | $327.6K | 0.11% | −433−11.3% | Reduced |
| Vermillion Wealth Management, Inc. | 3,411 | $327.7K | 0.13% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,419 | $328.4K | 0.02% | −191−5.3% | Reduced |
| Boyd Watterson Asset Management LLC | 3,428 | $329.3K | 0.10% | −20−0.6% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 3,444 | $330.8K | 0.21% | +3,444 | New |
| RiverFront Investment Group, LLC | 3,459 | $332.3K | 0.01% | +3,459 | New |
| Third View Private Wealth, LLC | 3,462 | $332.6K | 0.04% | +3,462 | New |
| Strategy Asset Managers LLC | 3,465 | $332.8K | 0.05% | +26+0.8% | Added |
| Arsenal Capital Advisors LLC | 3,441 | $333.0K | 0.24% | +3,441 | New |
| Mosaic Financial Group, LLC | 3,469 | $333.0K | 0.23% | −4−0.1% | Reduced |
| Curat Global, LLC | 3,470 | $333.3K | 0.37% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,484 | $334.7K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,492 | $335.4K | 1.15% | +119+3.5% | Added |
| Berkshire Bank | 3,501 | $336.3K | 0.07% | −60−1.7% | Reduced |
| Powers Advisory Group, LLC | 3,519 | $338.0K | 0.13% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,530 | $339.1K | 0.12% | −5−0.1% | Reduced |
| Bennett Associates Wealth Management | 3,544 | $340.4K | 0.24% | −223−5.9% | Reduced |
| Providence First Trust Co | 3,558 | $341.8K | 0.12% | +3,558 | New |
| Aspiriant, LLC | 3,559 | $341.9K | 0.01% | +324+10.0% | Added |
| New Wave Wealth Advisors LLC | 3,534 | $341.9K | 0.13% | +151+4.5% | Added |
| ORG Partners LLC | 3,560 | $341.9K | 0.06% | +1,308+58.1% | Added |
| Financial Advisory Service, Inc. | 3,568 | $342.8K | 0.02% | −8,248−69.8% | Reduced |
| Strategic Investment Advisors | 3,572 | $343.1K | 0.03% | −2−0.1% | Reduced |
| Moment Partners, LLC | 3,567 | $345.1K | 0.07% | −613−14.7% | Reduced |
| Bey-Douglas LLC | 3,595 | $345.3K | 0.28% | +365+11.3% | Added |
| Intergy Private Wealth, LLC | 3,603 | $346.1K | 0.10% | +25+0.7% | Added |
| Prudent Man Advisors, LLC | 3,604 | $346.2K | 0.13% | +95+2.7% | Added |
| JM2 Capital Inc. | 3,619 | $347.6K | 0.28% | +3,619 | New |
| Alpha Family Trust | 3,620 | $347.7K | 0.16% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 3,600 | $348.4K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 3,627 | $348.4K | 0.04% | +3,627 | New |
| Severin Investments, LLC | 3,633 | $349.0K | 0.31% | −417−10.3% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,648 | $350.4K | 0.04% | +3,648 | New |
| Burke & Herbert Bank & Trust Co | 3,649 | $350.5K | 0.10% | +3,649 | New |
| Seven Mile Advisory | 3,649 | $350.5K | 0.06% | −1,108−23.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,664 | $352.0K | 0.04% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 3,669 | $352.4K | 0.22% | +182+5.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,671 | $352.6K | 0.07% | −63−1.7% | Reduced |
| PCB Capital LLC | 3,683 | $353.8K | 0.57% | +3,683 | New |
| Peoples Financial Services Corp. | 3,696 | $355.0K | 0.17% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,697 | $355.1K | 0.02% | +2+0.1% | Added |
| Alpha Cubed Investments, LLC | 3,701 | $355.5K | 0.01% | −384−9.4% | Reduced |
| Onefund, LLC | 3,705 | $355.9K | 0.21% | +203+5.8% | Added |
| Reynders McVeigh Capital Management, LLC | 3,708 | $356.0K | 0.02% | +133+3.7% | Added |
| Rothschild Capital Partners, LLC | 3,710 | $356.4K | 0.08% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,716 | $357.0K | 0.24% | +275+8.0% | Added |
| Koss-Olinger Consulting, LLC | 3,714 | $357.0K | 0.03% | −1,720−31.7% | Reduced |
| Nautilus Advisors LLC | 3,735 | $358.8K | 0.23% | −105−2.7% | Reduced |
| Hillman Capital Management, Inc. | 3,739 | $359.2K | 0.23% | −9−0.2% | Reduced |
| Martin Investment Management, LLC | 3,750 | $360.2K | 0.10% | −1,913−33.8% | Reduced |
| Harbour Trust & Investment Management Co | 3,756 | $360.8K | 0.04% | −50−1.3% | Reduced |
| Verity Asset Management, Inc. | 3,763 | $361.5K | 0.16% | +261+7.5% | Added |
| Alhambra Investment Partners LLC | 3,772 | $362.3K | 0.17% | +82+2.2% | Added |
| Waterloo Capital, L.P. | 3,779 | $363.0K | 0.03% | +143+3.9% | Added |
| Titleist Asset Management, LLC | 3,809 | $365.9K | 0.03% | +9+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,813 | $366.3K | 0.04% | −10.0% | Reduced |
| First Interstate Bank | 3,823 | $367.2K | 0.02% | −4−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,827 | $367.6K | 0.12% | −1,665−30.3% | Reduced |
| Keystone Financial Group | 3,830 | $367.9K | 0.03% | −78−2.0% | Reduced |
| Van Diest Capital, LLC | 3,856 | $370.4K | 0.55% | +3,856 | New |
| Parcion Private Wealth LLC | 3,860 | $370.8K | 0.02% | +239+6.6% | Added |
| Bridgewater Advisors Inc. | 3,705 | $371.5K | 0.02% | +343+10.2% | Added |
| Advisory Alpha, LLC | 3,872 | $372.0K | 0.01% | +688+21.6% | Added |
| Beese Fulmer Investment Management, Inc. | 3,844 | $372.0K | 0.02% | −151−3.8% | Reduced |
| Balanced Rock Investment Advisor | 3,878 | $372.5K | 0.26% | −270−6.5% | Reduced |
| Holistic Financial Partners | 3,879 | $372.6K | 0.14% | +182+4.9% | Added |
| New Republic Capital, LLC | 3,871 | $374.6K | 0.10% | +1,755+82.9% | Added |
| Hedges Asset Management LLC | 3,900 | $374.6K | 0.26% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,908 | $375.4K | 0.01% | −170−4.2% | Reduced |
| Principle Wealth Partners LLC | 3,910 | $375.6K | 0.02% | 00.0% | Unchanged |
| First County Bank | 3,930 | $377.5K | 0.20% | −241−5.8% | Reduced |
| Creekside Partners | 3,941 | $378.6K | 0.16% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,956 | $382.8K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,014 | $385.5K | 0.06% | +465+13.1% | Added |
| Symphony Financial, Ltd. Co. | 4,005 | $386.0K | 0.05% | −143−3.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,019 | $386.1K | 0.07% | +722+21.9% | Added |
| Agf Management Ltd | 4,030 | $387.1K | 0.00% | −95−2.3% | Reduced |
| Stratos Wealth Advisors, LLC | 4,036 | $387.7K | 0.02% | −1,180−22.6% | Reduced |
| Tritonpoint Wealth, LLC | 4,014 | $388.4K | 0.04% | −1,737−30.2% | Reduced |
| Sage Private Wealth Group, LLC | 4,049 | $388.9K | 0.21% | −57−1.4% | Reduced |
| Keebeck Wealth Management, LLC | 4,023 | $389.3K | 0.04% | +180+4.7% | Added |
| Graybill Bartz & Assoc Ltd | 4,061 | $390.1K | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,079 | $391.8K | 0.17% | +32+0.8% | Added |
| Manchester Capital Management LLC | 4,081 | $392.0K | 0.05% | −705−14.7% | Reduced |
| Nicolet Bankshares Inc | 4,082 | $392.1K | 0.06% | +4,082 | New |
| MBA Advisors LLC | 4,095 | $393.4K | 0.16% | −454−10.0% | Reduced |
| Sunbelt Securities, Inc. | 4,105 | $394.3K | 0.03% | +409+11.1% | Added |
| Atom Investors LP | 4,119 | $395.7K | 0.03% | +1,774+75.7% | Added |
| Retirement Planning Group | 4,121 | $395.9K | 0.01% | +700+20.5% | Added |
| Hall Capital Management Co Inc | 4,126 | $396.3K | 0.15% | −187−4.3% | Reduced |
| Cape Investment Advisory, Inc. | 4,127 | $396.4K | 0.12% | +460+12.5% | Added |
| Moss Adams Wealth Advisors LLC | 4,117 | $398.2K | 0.03% | −314−7.1% | Reduced |
| Beta Wealth Group, Inc. | 4,145 | $398.2K | 0.16% | −2,272−35.4% | Reduced |
| Jeppson Wealth Management, LLC | 4,152 | $398.8K | 0.13% | −100−2.4% | Reduced |
| Gen-Wealth Partners Inc | 4,156 | $399.2K | 0.13% | −1,694−29.0% | Reduced |
| InvesTrust | 4,165 | $400.1K | 0.15% | −65−1.5% | Reduced |
| Marex Group plc | 4,173 | $400.9K | 0.00% | −83,279−95.2% | Reduced |