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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 5,104 | $490.3K | 0.02% | −1,651−24.4% | Reduced |
| Center for Financial Planning, Inc. | 5,106 | $490.5K | 0.05% | −106−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 5,114 | $491.3K | 0.23% | +123+2.5% | Added |
| City National Bank of Florida | 5,119 | $491.7K | 0.32% | −678−11.7% | Reduced |
| Independence Bank of Kentucky | 5,125 | $492.3K | 0.06% | +37+0.7% | Added |
| Davidson Trust Co | 5,135 | $493.3K | 0.21% | +1,904+58.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,140 | $493.7K | 0.09% | +118+2.3% | Added |
| Axecap Investments, LLC | 5,146 | $494.3K | 0.30% | −62−1.2% | Reduced |
| Parvin Asset Management, LLC | 5,150 | $494.7K | 0.40% | +250+5.1% | Added |
| Washington Trust Bank | 5,157 | $495.4K | 0.03% | −147−2.8% | Reduced |
| Values First Advisors, Inc. | 5,163 | $496.0K | 0.26% | +3,020+140.9% | Added |
| JFS Wealth Advisors, LLC | 5,197 | $499.8K | 0.03% | −1,037−16.6% | Reduced |
| Cambridge Advisors Inc. | 5,235 | $502.9K | 0.10% | 00.0% | Unchanged |
| Sym Financial Corp | 5,239 | $503.3K | 0.05% | −204−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,259 | $505.2K | 0.05% | +117+2.3% | Added |
| Abacus Wealth Partners, LLC | 5,266 | $505.9K | 0.05% | +5,266 | New |
| Hunter Associates Investment Management LLC | 5,265 | $506.0K | 0.07% | −169−3.1% | Reduced |
| Archer Investment Corp | 5,278 | $507.0K | 0.11% | +79+1.5% | Added |
| Patten Group, Inc. | 5,280 | $507.2K | 0.09% | +442+9.1% | Added |
| Cypress Capital Group | 5,299 | $509.0K | 0.06% | +456+9.4% | Added |
| Shepherd Financial Partners LLC | 5,305 | $509.6K | 0.05% | −9−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 5,306 | $509.7K | 0.07% | +915+20.8% | Added |
| Woodward Diversified Capital, LLC | 5,316 | $510.7K | 0.23% | +163+3.2% | Added |
| Aviance Capital Partners, LLC | 5,317 | $510.8K | 0.06% | −404−7.1% | Reduced |
| Invera Wealth Advisors, LLC | 5,326 | $511.6K | 0.32% | −59−1.1% | Reduced |
| Ti-Trust, Inc | 5,335 | $512.5K | 0.32% | −68−1.3% | Reduced |
| Seelaus Asset Management LLC | 5,340 | $513.0K | 0.41% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,352 | $514.1K | 0.04% | +5,352 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 5,325 | $515.0K | 0.16% | −824−13.4% | Reduced |
| Everhart Financial Group, Inc. | 5,365 | $515.4K | 0.05% | +565+11.8% | Added |
| Sage Mountain Advisors LLC | 5,397 | $518.4K | 0.03% | −2,142−28.4% | Reduced |
| Venturi Wealth Management, LLC | 5,452 | $523.7K | 0.02% | +560+11.4% | Added |
| Athena Investment Management | 5,458 | $524.3K | 0.27% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,482 | $526.6K | 0.08% | +77+1.4% | Added |
| Western Wealth Management, LLC | 5,491 | $527.5K | 0.02% | +563+11.4% | Added |
| Frec Markets, Inc. | 5,491 | $527.5K | 0.15% | +5,491 | New |
| Redmond Asset Management, LLC | 5,494 | $527.8K | 0.13% | −60−1.1% | Reduced |
| Coastwise Capital Group, LLC | 5,500 | $528.3K | 0.26% | −400−6.8% | Reduced |
| City State Bank | 5,511 | $529.4K | 0.14% | −306−5.3% | Reduced |
| Investment Research Partners LLC | 5,514 | $529.7K | 0.23% | −665−10.8% | Reduced |
| Angeles Wealth Management, LLC | 5,490 | $531.0K | 0.03% | +1,455+36.1% | Added |
| Argonautica Private Wealth Management, Inc | 5,552 | $533.3K | 0.16% | −100−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,560 | $534.1K | 0.04% | +45+0.8% | Added |
| Applied Capital LLC | 5,566 | $534.7K | 0.37% | +21+0.4% | Added |
| Thrive Wealth Management, LLC | 5,569 | $534.9K | 0.08% | +193+3.6% | Added |
| BIP Wealth, LLC | 5,569 | $534.9K | 0.02% | +5,569 | New |
| FSM Wealth Advisors, LLC | 5,569 | $534.9K | 0.07% | +136+2.5% | Added |
| Curbstone Financial Management Corp | 5,594 | $537.4K | 0.10% | +100+1.8% | Added |
| Finward Bancorp | 5,600 | $537.9K | 0.42% | 00.0% | Unchanged |
| Essential Partners LLC | 5,619 | $539.8K | 0.17% | +12+0.2% | Added |
| Catalyst Financial Partners LLC | 5,642 | $542.0K | 0.06% | +15+0.3% | Added |
| Keel Point, LLC | 5,650 | $542.8K | 0.03% | +521+10.2% | Added |
| Loudon Investment Management, LLC | 5,672 | $544.9K | 0.28% | −640−10.1% | Reduced |
| Westhampton Capital, LLC | 5,675 | $545.1K | 0.26% | +50+0.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 5,695 | $547.1K | 0.07% | +5,695 | New |
| Wilkerson Advisory Group LLC | 5,706 | $548.1K | 0.19% | +5,706 | New |
| Meadow Creek Wealth Advisors LLC | 5,719 | $549.4K | 0.35% | −50−0.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,746 | $552.0K | 0.28% | −4,291−42.8% | Reduced |
| Evoke Wealth, LLC | 5,708 | $552.6K | 0.01% | +531+10.3% | Added |
| IVC Wealth Advisors LLC | 5,776 | $554.8K | 0.24% | −53−0.9% | Reduced |
| RMB Capital Management, LLC | 5,745 | $556.0K | 0.01% | +5,745 | New |
| McDaniel Terry & Co | 5,795 | $556.7K | 0.05% | −2,653−31.4% | Reduced |
| LSV Asset Management | 5,800 | $557.0K | 0.00% | −4,900−45.8% | Reduced |
| First PREMIER Bank | 5,807 | $558.0K | 0.13% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 5,813 | $558.4K | 0.24% | −275−4.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,814 | $558.5K | 0.04% | −1,347−18.8% | Reduced |
| First Heartland Consultants, Inc. | 5,815 | $558.6K | 0.04% | −44−0.8% | Reduced |
| waypoint wealth counsel | 5,819 | $559.0K | 0.21% | +278+5.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,838 | $560.8K | 0.46% | +168+3.0% | Added |
| West Family Investments, Inc. | 5,841 | $561.1K | 0.13% | +69+1.2% | Added |
| VELA Investment Management, LLC | 5,846 | $561.6K | 0.15% | −1,613−21.6% | Reduced |
| CoreCap Advisors, LLC | 5,848 | $561.8K | 0.02% | +1,740+42.4% | Added |
| Avantax Planning Partners, Inc. | 5,848 | $561.8K | 0.02% | −8−0.1% | Reduced |
| DecisionMap Wealth Management, LLC | 5,857 | $562.7K | 0.35% | −81−1.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 5,862 | $563.1K | 0.59% | −7,113−54.8% | Reduced |
| Clark & Stuart, Inc | 5,827 | $563.9K | 0.39% | −500−7.9% | Reduced |
| Tudor Financial Inc. | 5,880 | $564.8K | 0.29% | +400+7.3% | Added |
| Leonteq Securities AG | 5,881 | $564.9K | 0.03% | +5,881 | New |
| First Manhattan Co | 5,840 | $565.0K | 0.00% | +1,514+35.0% | Added |
| Sentinus, LLC | 5,890 | $565.8K | 0.05% | +5,890 | New |
| StoneX Group Inc. | 5,880 | $568.8K | 0.02% | +86+1.5% | Added |
| Ipsen Advisor Group LLC | 5,952 | $571.7K | 0.41% | +101+1.7% | Added |
| Capital Management Associates, Inc | 5,989 | $575.3K | 0.13% | +3,073+105.4% | Added |
| Legacy Advisory Services, LLC | 6,016 | $577.9K | 0.43% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 6,020 | $578.3K | 0.04% | −626−9.4% | Reduced |
| Nemes Rush Group LLC | 6,088 | $584.8K | 0.06% | −26−0.4% | Reduced |
| SG Trading Solutions, LLC | 6,122 | $588.0K | 0.14% | +6,122 | New |
| Goldstone Financial Group, LLC | 6,128 | $588.6K | 0.07% | +391+6.8% | Added |
| Roberts Glore & Co Inc | 6,163 | $592.0K | 0.16% | −935−13.2% | Reduced |
| Summit Global Investments | 6,158 | $592.0K | 0.03% | +6,158 | New |
| North Dallas Bank & Trust Co | 6,172 | $592.9K | 0.39% | +6,172 | New |
| Capital Performance Advisors LLP | 6,194 | $595.0K | 0.04% | −239−3.7% | Reduced |
| Boyar Asset Management Inc. | 6,195 | $595.1K | 0.38% | +210+3.5% | Added |
| General Partner, Inc. | 6,199 | $595.5K | 0.34% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,209 | $596.4K | 0.07% | +31+0.5% | Added |
| Washington Capital Management Inc | 6,240 | $599.4K | 0.49% | −215−3.3% | Reduced |
| Insight Inv LLC | 6,243 | $599.7K | 0.34% | −5,151−45.2% | Reduced |
| Impact Partnership Wealth, LLC | 6,273 | $602.6K | 0.08% | +6,273 | New |
| ORG Wealth Partners, LLC | 6,279 | $603.1K | 0.14% | +3,596+134.0% | Added |
| Copley Financial Group, Inc. | 6,296 | $604.8K | 0.37% | −358−5.4% | Reduced |