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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, Corp | 4,178 | $401.3K | 0.40% | +4,178 | New |
| Bollard Group LLC | 4,189 | $402.0K | 0.01% | +30+0.7% | Added |
| Apriem Advisors | 4,192 | $402.7K | 0.04% | +14+0.3% | Added |
| Evelyn Partners Investment Management LLP | 4,204 | $403.8K | 0.01% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,205 | $403.9K | 0.12% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 4,205 | $404.0K | 0.18% | 00.0% | Unchanged |
| Safe Harbor Wealth Advisors, LLC | 4,005 | $404.0K | 0.39% | +4,005 | New |
| A4 Wealth Advisors LLC | 4,211 | $404.5K | 0.35% | −2,887−40.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,949 | $406.4K | 0.29% | −485−10.9% | Reduced |
| Poinciana Advisors Group, LLC | 4,261 | $409.3K | 0.32% | −49−1.1% | Reduced |
| Widmann Financial Services, Inc. | 4,262 | $409.4K | 0.25% | −176−4.0% | Reduced |
| Cromwell Holdings LLC | 4,234 | $409.7K | 0.22% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,278 | $410.9K | 0.12% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 4,280 | $411.1K | 0.36% | +135+3.3% | Added |
| Laurel Oak Wealth Management, LLC | 4,282 | $411.3K | 0.07% | +4,282 | New |
| Abbot Financial Management, Inc. | 4,294 | $412.5K | 0.17% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 4,328 | $415.7K | 0.00% | −238−5.2% | Reduced |
| Baron Wealth Management LLC | 4,332 | $416.1K | 0.13% | +1,258+40.9% | Added |
| BlueStem Wealth Partners, LLC | 4,341 | $417.0K | 0.05% | +40+0.9% | Added |
| Silverlake Wealth Management LLC | 4,346 | $417.5K | 0.09% | −196−4.3% | Reduced |
| Balboa Wealth Partners | 4,352 | $418.0K | 0.07% | +1,986+83.9% | Added |
| Red Door Wealth Management, LLC | 4,357 | $418.5K | 0.04% | +240+5.8% | Added |
| SmartHarvest Portfolios, LLC | 4,369 | $419.7K | 0.15% | +4,369 | New |
| Seamount Financial Group Inc | 4,372 | $420.0K | 0.19% | +15+0.3% | Added |
| Summit Investment Advisory Services, LLC | 4,391 | $421.8K | 0.16% | +1,100+33.4% | Added |
| Kovitz Investment Group Partners, LLC | 4,403 | $423.0K | 0.01% | −74,619−94.4% | Reduced |
| Sepio Capital, LP | 4,441 | $426.6K | 0.02% | +4,441 | New |
| Garrett Wealth Advisory Group, LLC | 4,444 | $426.9K | 0.08% | −206−4.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,445 | $427.0K | 0.01% | −144−3.1% | Reduced |
| Indiana Trust & Investment Management CO | 4,447 | $427.2K | 0.13% | +7+0.2% | Added |
| RDA Financial Network | 4,450 | $427.5K | 0.10% | +4,450 | New |
| Austin Private Wealth, LLC | 4,461 | $428.5K | 0.03% | −92−2.0% | Reduced |
| US Asset Management LLC | 4,463 | $428.7K | 0.35% | −40−0.9% | Reduced |
| Triad Wealth Partners, LLC | 4,477 | $430.1K | 0.04% | +1,076+31.6% | Added |
| Wynn Capital, LLC | 4,494 | $431.7K | 0.21% | −145−3.1% | Reduced |
| Wealth Alliance | 4,505 | $432.7K | 0.04% | +376+9.1% | Added |
| Ellevest, Inc. | 4,511 | $433.3K | 0.06% | −591−11.6% | Reduced |
| Mission Wealth Management, LP | 4,518 | $434.0K | 0.01% | +74+1.7% | Added |
| Beverly Hills Private Wealth, LLC | 4,553 | $437.3K | 0.07% | −61−1.3% | Reduced |
| Trustco Bank Corp N Y | 4,567 | $438.7K | 0.40% | −500−9.9% | Reduced |
| Shrier Wealth Management, LLC | 4,589 | $440.8K | 0.17% | +4,589 | New |
| Register Financial Advisors LLC | 4,594 | $441.3K | 0.17% | −293−6.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,574 | $441.9K | 0.01% | −458−9.1% | Reduced |
| Pursuit Wealth Management LLC | 4,607 | $442.5K | 0.38% | +4,607 | New |
| Maple Capital Management, Inc. | 4,607 | $442.5K | 0.03% | +323+7.5% | Added |
| Jefferies Financial Group Inc. | 4,644 | $446.1K | 0.00% | +4,644 | New |
| Credit Industriel Et Commercial | 4,646 | $446.3K | 0.07% | −646−12.2% | Reduced |
| PDS Planning, Inc | 4,654 | $447.1K | 0.03% | +1,003+27.5% | Added |
| PAX Financial Group, LLC | 4,654 | $447.1K | 0.08% | −354−7.1% | Reduced |
| Resurgent Financial Advisors LLC | 4,666 | $448.2K | 0.22% | −828−15.1% | Reduced |
| Fortis Capital Advisors, LLC | 4,667 | $448.3K | 0.07% | +2,469+112.3% | Added |
| Arq Wealth Advisors, LLC | 4,667 | $448.3K | 0.12% | −225−4.6% | Reduced |
| Maia Wealth LLC | 4,445 | $448.4K | 0.08% | +1,522+52.1% | Added |
| Aventura Private Wealth, LLC | 4,674 | $449.0K | 0.16% | +5+0.1% | Added |
| Comgest Global Investors S.A.S. | 4,684 | $449.9K | 0.01% | −18,700−80.0% | Reduced |
| Larry Mathis Financial Planning, LLC | 4,688 | $450.3K | 0.40% | +4,688 | New |
| One Capital Management, LLC | 4,695 | $451.0K | 0.01% | −4−0.1% | Reduced |
| Valmark Advisers, Inc. | 4,698 | $451.3K | 0.01% | −1,706−26.6% | Reduced |
| Radnor Capital Management, LLC | 4,720 | $453.4K | 0.07% | −500−9.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,730 | $454.4K | 0.11% | −180−3.7% | Reduced |
| Mechanics Financial Corp | 4,736 | $454.9K | 0.17% | 00.0% | Unchanged |
| PFG Advisors | 4,739 | $455.2K | 0.02% | −2,161−31.3% | Reduced |
| Unify Financial Advisors | 4,743 | $455.6K | 0.47% | +4,743 | New |
| Spirepoint Private Client, LLC | 4,748 | $456.1K | 0.04% | +693+17.1% | Added |
| Ausdal Financial Partners, Inc. | 4,749 | $456.2K | 0.02% | +648+15.8% | Added |
| Northstar Asset Management LLC | 4,750 | $456.3K | 0.10% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 4,750 | $456.3K | 0.26% | +4,750 | New |
| Cascades Capital Asset Management, LLC | 4,753 | $456.6K | 0.19% | −238−4.8% | Reduced |
| Millstone Evans Group, LLC | 4,780 | $459.2K | 0.27% | +1,189+33.1% | Added |
| Chaney Capital Management, Inc. | 4,800 | $461.1K | 0.16% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 4,801 | $461.2K | 0.18% | +2,609+119.0% | Added |
| Sandro Wealth Management LLC | 4,803 | $461.4K | 0.38% | +4,803 | New |
| Eagle Rock Investment Company, LLC | 4,816 | $462.6K | 0.07% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 4,818 | $462.8K | 0.15% | +227+4.9% | Added |
| Shum Financial Group, Inc. | 4,822 | $463.2K | 0.33% | −277−5.4% | Reduced |
| FRG Family Wealth Advisors LLC | 4,858 | $466.7K | 0.07% | −750−13.4% | Reduced |
| Plimoth Trust Co LLC | 4,860 | $466.9K | 0.10% | −3,262−40.2% | Reduced |
| Advus Financial Partners, LLC | 4,875 | $468.3K | 0.11% | −1,450−22.9% | Reduced |
| Plan A Wealth LLC | 4,878 | $468.6K | 0.23% | +172+3.7% | Added |
| Natural Investments, LLC | 4,901 | $470.0K | 0.12% | +762+18.4% | Added |
| Westerkirk Capital Inc. | 4,895 | $470.2K | 0.05% | −5,683−53.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,695 | $471.0K | 0.04% | +585+14.2% | Added |
| Spire Wealth Management | 4,904 | $471.1K | 0.02% | +1,339+37.6% | Added |
| Fiduciary Group LLC | 4,908 | $471.5K | 0.04% | −2,778−36.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,917 | $472.3K | 0.03% | −109−2.2% | Reduced |
| Leo Wealth, LLC | 4,933 | $473.9K | 0.03% | +4,933 | New |
| Everpar Advisors LLC | 4,959 | $476.4K | 0.18% | −1,480−23.0% | Reduced |
| Prairiewood Capital, LLC | 4,980 | $478.4K | 0.15% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,985 | $478.9K | 0.17% | −1,300−20.7% | Reduced |
| Bank of Jackson Hole Trust | 4,985 | $478.9K | 0.23% | +474+10.5% | Added |
| Baader Bank INC | 5,000 | $480.3K | 0.04% | −6,990−58.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $480.3K | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,007 | $481.0K | 0.03% | +504+11.2% | Added |
| Persistent Asset Partners Ltd | 5,009 | $481.2K | 0.23% | +5,009 | New |
| WealthPLAN Partners, LLC | 5,011 | $481.3K | 0.07% | +5,011 | New |
| Ocean Capital Management, LLC | 5,016 | $481.8K | 0.10% | −55−1.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,000 | $483.0K | 0.04% | +5,000 | New |
| Great Diamond Partners, LLC | 5,031 | $483.3K | 0.09% | +11+0.2% | Added |
| Cornerstone Wealth Group, LLC | 5,068 | $486.9K | 0.03% | +1,191+30.7% | Added |
| Harbour Wealth Management Group, Inc. | 5,089 | $488.9K | 0.38% | +5,089 | New |