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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 10,332 | $992.5K | 0.25% | −2,446−19.1% | Reduced |
| V-Square Quantitative Management LLC | 10,326 | $991.9K | 0.10% | −3,854−27.2% | Reduced |
| Stonebrook Private Inc. | 10,310 | $990.4K | 0.21% | −16,877−62.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,304 | $989.8K | 0.27% | −464−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 10,278 | $987.2K | 0.01% | −70−0.7% | Reduced |
| Exeter Financial, LLC | 10,243 | $983.9K | 0.42% | +1,238+13.7% | Added |
| Lyell Wealth Management, LP | 10,240 | $983.7K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 10,196 | $979.5K | 0.09% | +462+4.7% | Added |
| Bearing Point Capital, LLC | 10,186 | $978.5K | 0.15% | +1,676+19.7% | Added |
| Prime Capital Investment Advisors, LLC | 10,181 | $978.0K | 0.01% | −525−4.9% | Reduced |
| Stableford Capital II LLC | 10,181 | $978.0K | 0.35% | −534−5.0% | Reduced |
| Alteri Wealth LLC | 10,178 | $977.7K | 0.32% | −35−0.3% | Reduced |
| MJP Associates Inc | 10,150 | $975.0K | 0.12% | −475−4.5% | Reduced |
| Howard Capital Management Inc. | 10,144 | $974.4K | 0.01% | +54+0.5% | Added |
| Pictet & Cie (Europe) SA | 10,131 | $973.2K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,080 | $968.3K | 0.03% | −64−0.6% | Reduced |
| Christine Messmer PC | 10,058 | $966.1K | 0.63% | +10,058 | New |
| Central Trust Co | 10,050 | $965.4K | 0.02% | −536−5.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,049 | $965.3K | 0.21% | −106−1.0% | Reduced |
| Southport Management, L.L.C. | 10,000 | $960.6K | 3.35% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,904 | $951.0K | 0.02% | −3,400−25.6% | Reduced |
| Eagle Harbor Asset Management Inc | 9,892 | $950.2K | 0.79% | +278+2.9% | Added |
| Cheviot Value Management, LLC | 9,427 | $950.1K | 0.09% | −88,892−90.4% | Reduced |
| Beacon Financial Advisory LLC | 9,888 | $949.8K | 0.22% | −400−3.9% | Reduced |
| Grove Bank & Trust | 9,877 | $948.8K | 0.11% | +386+4.1% | Added |
| Dudley Capital Management, LLC | 9,864 | $947.5K | 0.42% | −27−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 9,814 | $942.8K | 0.03% | +61+0.6% | Added |
| Alan B. Lancz & Associates, Inc. | 9,808 | $942.2K | 0.83% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 9,784 | $939.9K | 0.04% | +3,496+55.6% | Added |
| Burney Co | 9,777 | $939.2K | 0.03% | −515−5.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,729 | $937.2K | 0.05% | +182+1.9% | Added |
| Transatlantique Private Wealth LLC | 9,751 | $936.7K | 0.29% | −31−0.3% | Reduced |
| Accredited Investors Inc. | 9,731 | $934.8K | 0.05% | +83+0.9% | Added |
| Buckley Wealth Management, LLC | 9,731 | $934.8K | 0.25% | +34+0.4% | Added |
| Bangor Savings Bank | 9,690 | $930.8K | 0.07% | −496−4.9% | Reduced |
| Altfest L J & Co Inc | 9,689 | $930.7K | 0.10% | +518+5.6% | Added |
| Diligent Investors, LLC | 9,659 | $927.8K | 0.23% | −339−3.4% | Reduced |
| Essex Investment Management Co LLC | 9,651 | $927.1K | 0.14% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 9,588 | $921.0K | 0.52% | +117+1.2% | Added |
| Lantern Wealth Advisors, LLC | 9,588 | $921.0K | 0.49% | +478+5.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9,573 | $919.6K | 0.32% | +7,661+400.7% | Added |
| Cidel Asset Management Inc | 9,544 | $916.8K | 0.06% | −307−3.1% | Reduced |
| Fieldview Capital Management, LLC | 9,543 | $916.7K | 0.16% | +9,543 | New |
| Anchor Capital Advisors LLC | 9,498 | $912.4K | 0.03% | −586−5.8% | Reduced |
| Peapack Gladstone Financial Corp | 9,471 | $910.0K | 0.01% | −1,435−13.2% | Reduced |
| Boothbay Fund Management, LLC | 9,470 | $909.7K | 0.02% | +6,776+251.5% | Added |
| Advyzon Investment Management, LLC | 9,389 | $901.9K | 0.10% | +3,524+60.1% | Added |
| Huber Capital Management LLC | 9,389 | $901.9K | 0.13% | +9,389 | New |
| Monetary Management Group Inc | 9,300 | $893.4K | 0.21% | −1,375−12.9% | Reduced |
| Xcel Wealth Management, LLC | 9,295 | $892.9K | 0.23% | −100−1.1% | Reduced |
| First Commonwealth Financial Corp | 9,292 | $892.5K | 0.15% | +730+8.5% | Added |
| 17 Capital Partners, LLC | 9,285 | $891.9K | 0.46% | −9−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 9,249 | $888.5K | 0.04% | −138−1.5% | Reduced |
| Clear Harbor Asset Management, LLC | 9,237 | $887.3K | 0.06% | −73−0.8% | Reduced |
| Sivia Capital Partners, LLC | 9,232 | $886.8K | 0.18% | +3,872+72.2% | Added |
| United Community Bank | 9,224 | $886.1K | 0.34% | −4,964−35.0% | Reduced |
| Neville Rodie & Shaw Inc | 9,194 | $883.0K | 0.06% | +30+0.3% | Added |
| American State Bank (Iowa) | 9,130 | $877.0K | 0.42% | +342+3.9% | Added |
| Moseley Investment Management Inc | 9,111 | $875.2K | 0.27% | −858−8.6% | Reduced |
| Cooper Financial Group | 9,076 | $871.8K | 0.09% | −228−2.5% | Reduced |
| PFG Investments, LLC | 9,075 | $871.8K | 0.04% | +333+3.8% | Added |
| Versant Capital Management, Inc | 9,032 | $867.6K | 0.11% | +982+12.2% | Added |
| DGS Capital Management, LLC | 9,024 | $866.8K | 0.15% | −1,216−11.9% | Reduced |
| IFG Advisory, LLC | 9,013 | $865.7K | 0.04% | +17+0.2% | Added |
| Sowell Financial Services LLC | 9,004 | $864.9K | 0.03% | +197+2.2% | Added |
| Ballast Advisors LLC | 9,004 | $864.9K | 0.24% | −35−0.4% | Reduced |
| David Loasby | 8,912 | $864.0K | 0.06% | +5,243+142.9% | Added |
| FNY Investment Advisers, LLC | 9,000 | $864.0K | 0.25% | +8,723+3,149.1% | Added |
| Old National Bancorp | 8,953 | $860.0K | 0.01% | +227+2.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 8,940 | $858.8K | 0.18% | +172+2.0% | Added |
| Winch Advisory Services, LLC | 8,934 | $858.2K | 0.19% | −428−4.6% | Reduced |
| Malaga Cove Capital, LLC | 8,918 | $856.7K | 0.30% | +59+0.7% | Added |
| Rockland Trust Co | 8,898 | $854.7K | 0.03% | −5,707−39.1% | Reduced |
| Hudson Portfolio Management LLC | 8,855 | $850.6K | 0.73% | +95+1.1% | Added |
| Fortress Private Ledger, LLC | 8,846 | $849.7K | 0.28% | +2,396+37.1% | Added |
| Biltmore Family Office, LLC | 8,769 | $848.3K | 0.12% | +518+6.3% | Added |
| Persium Advisors, LLC | 8,828 | $848.0K | 0.62% | +395+4.7% | Added |
| Keystone Financial Services | 8,824 | $847.6K | 0.26% | +36+0.4% | Added |
| Live Oak Investment Partners | 8,796 | $844.9K | 0.52% | +8,796 | New |
| Sumitomo Life Insurance Co | 8,776 | $843.0K | 0.02% | +88+1.0% | Added |
| Longfellow Investment Management Co LLC | 8,772 | $842.6K | 0.19% | −1,582−15.3% | Reduced |
| Keynote Financial Services LLC | 8,735 | $839.1K | 0.47% | −288−3.2% | Reduced |
| Intrust Bank NA | 8,692 | $835.0K | 0.07% | +659+8.2% | Added |
| Trust Point Inc. | 8,683 | $834.1K | 0.07% | −381−4.2% | Reduced |
| Beacon Investment Advisors LLC | 8,671 | $833.0K | 0.33% | −49−0.6% | Reduced |
| Alliance Private Wealth, LLC | 8,070 | $832.7K | 0.29% | +8,070 | New |
| Pitti Group Wealth Management, LLC | 8,637 | $829.7K | 0.68% | −134−1.5% | Reduced |
| Financial Sense Advisors, Inc. | 8,637 | $829.6K | 0.15% | +5+0.1% | Added |
| SevenBridge Financial Group, LLC | 8,203 | $825.8K | 0.13% | −1,909−18.9% | Reduced |
| Xxi Wealth, LLC | 8,515 | $818.0K | 0.50% | +8,515 | New |
| StrongBox Wealth, LLC | 8,454 | $812.1K | 0.27% | −2,966−26.0% | Reduced |
| AdvisorNet Financial, Inc | 8,452 | $811.9K | 0.04% | +530+6.7% | Added |
| Clark Wealth Partners | 8,437 | $810.5K | 0.49% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 8,402 | $807.1K | 0.23% | −1,482−15.0% | Reduced |
| Wedmont Private Capital | 8,037 | $801.9K | 0.03% | +162+2.1% | Added |
| LRI Investments, LLC | 8,346 | $801.7K | 0.06% | −686−7.6% | Reduced |
| BCS Private Wealth Management, Inc. | 8,280 | $801.3K | 0.27% | 00.0% | Unchanged |
| United Bank | 8,337 | $800.9K | 0.27% | +8,337 | New |
| Nixon Peabody Trust Co | 8,334 | $800.6K | 0.06% | −49−0.6% | Reduced |
| Roffman Miller Associates Inc | 8,317 | $798.9K | 0.04% | −861−9.4% | Reduced |