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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 8,299 | $797.2K | 0.12% | −2,445−22.8% | Reduced |
| Prestige Wealth Management Group LLC | 8,223 | $795.8K | 0.15% | +3,530+75.2% | Added |
| Avestar Capital, LLC | 8,277 | $795.1K | 0.05% | +251+3.1% | Added |
| West Michigan Advisors, LLC | 8,216 | $794.9K | 0.18% | +315+4.0% | Added |
| Investment Advisory Services Inc | 8,219 | $789.6K | 0.25% | +41+0.5% | Added |
| AssuredPartners Investment Advisors, LLC | 8,207 | $788.4K | 0.12% | +5,506+203.9% | Added |
| Simmons Bank | 8,207 | $788.4K | 0.05% | +145+1.8% | Added |
| Salvus Wealth Management, LLC | 8,197 | $787.4K | 0.44% | +110+1.4% | Added |
| Worth Financial Advisory Group, LLC | 8,180 | $785.8K | 0.38% | +343+4.4% | Added |
| Corundum Group, Inc. | 8,173 | $785.1K | 0.26% | −254−3.0% | Reduced |
| Joule Financial, LLC | 8,172 | $785.0K | 0.24% | +8,172 | New |
| Nations Financial Group Inc, | 8,144 | $782.3K | 0.04% | +124+1.5% | Added |
| One Wealth Advisors, LLC | 8,118 | $779.8K | 0.10% | −2,790−25.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 8,104 | $778.5K | 0.31% | −33−0.4% | Reduced |
| Kennebec Savings Bank | 8,094 | $777.5K | 0.67% | +160+2.0% | Added |
| Atlas Private Wealth Advisors | 8,089 | $777.0K | 0.18% | +270+3.5% | Added |
| Wellington Shields & Co., LLC | 8,075 | $775.7K | 0.19% | −1,700−17.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,055 | $774.0K | 0.50% | −100−1.2% | Reduced |
| Cito Capital Group, LLC | 7,988 | $772.0K | 0.23% | 00.0% | Unchanged |
| Peoples Bank | 8,035 | $771.8K | 0.78% | −1,000−11.1% | Reduced |
| Kera Capital Partners, Inc. | 7,457 | $767.8K | 0.09% | +1,758+30.8% | Added |
| Net Worth Advisory Group | 7,944 | $763.1K | 0.15% | +453+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,575 | $762.7K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,908 | $759.6K | 0.11% | −317−3.9% | Reduced |
| SPWM Advisors LLC | 7,856 | $754.6K | 0.72% | +7,856 | New |
| National Asset Management, Inc. | 7,856 | $754.6K | 0.04% | −183−2.3% | Reduced |
| Rehmann Capital Advisory Group | 7,854 | $754.5K | 0.04% | −1,222−13.5% | Reduced |
| Glen Eagle Advisors, LLC | 7,840 | $753.1K | 0.10% | −110−1.4% | Reduced |
| Financial Management Professionals, Inc. | 7,767 | $751.6K | 0.08% | −109−1.4% | Reduced |
| Montag A & Associates Inc | 7,688 | $743.9K | 0.03% | −175−2.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,737 | $743.2K | 0.06% | +2,851+58.4% | Added |
| Cim Investment Mangement Inc | 7,736 | $743.1K | 0.19% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 7,680 | $737.7K | 0.06% | +63+0.8% | Added |
| CSS LLC | 7,630 | $732.9K | 0.04% | +2,010+35.8% | Added |
| Crumly & Associates Inc. | 7,609 | $730.9K | 0.15% | +93+1.2% | Added |
| Quotient Wealth Partners, LLC | 7,574 | $727.5K | 0.02% | +81+1.1% | Added |
| First Horizon Corp | 7,568 | $727.0K | 0.03% | +306+4.2% | Added |
| Parkside Financial Bank & Trust | 7,565 | $726.7K | 0.05% | +643+9.3% | Added |
| Founders Capital Management, LLC | 7,509 | $721.3K | 0.11% | +78+1.0% | Added |
| USAdvisors Wealth Management, LLC | 7,507 | $721.0K | 0.24% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 7,500 | $720.5K | 0.03% | −10,500−58.3% | Reduced |
| Caerus Investment Advisors, LLC | 7,439 | $714.6K | 0.24% | +765+11.5% | Added |
| Los Angeles Capital Management LLC | 7,853 | $714.4K | 0.00% | +1,737+28.4% | Added |
| Interchange Capital Partners, LLC | 7,437 | $714.3K | 0.13% | +1,572+26.8% | Added |
| Heritage Family Offices, LLP | 7,429 | $713.6K | 0.32% | −653−8.1% | Reduced |
| Fiduciary Alliance LLC | 7,415 | $712.3K | 0.05% | −240−3.1% | Reduced |
| New Hampshire Trust | 7,388 | $709.7K | 0.14% | −709−8.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,353 | $706.3K | 0.04% | −20.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,337 | $705.9K | 0.06% | −965−11.6% | Reduced |
| Michels Family Financial, LLC | 7,339 | $705.0K | 0.52% | +222+3.1% | Added |
| Chicago Trust Co NA | 7,330 | $704.1K | 0.11% | −809−9.9% | Reduced |
| New Vernon Investment Management LLC | 7,313 | $702.5K | 0.68% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 7,300 | $701.2K | 0.27% | 00.0% | Unchanged |
| Martin & Co Inc | 7,270 | $698.4K | 0.12% | +246+3.5% | Added |
| Patrick M Sweeney & Associates, Inc | 7,264 | $697.8K | 0.44% | +30+0.4% | Added |
| Hartline Investment Corp | 7,225 | $694.0K | 0.08% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 7,209 | $692.5K | 0.49% | −815−10.2% | Reduced |
| Waters Parkerson & Co., LLC | 7,203 | $691.9K | 0.03% | 00.0% | Unchanged |
| Bank of Stockton | 7,193 | $691.0K | 0.20% | +196+2.8% | Added |
| Childress Capital Advisors, LLC | 7,143 | $686.2K | 0.11% | +1,369+23.7% | Added |
| Sittner & Nelson, LLC | 6,663 | $685.6K | 0.24% | −593−8.2% | Reduced |
| Leavell Investment Management, Inc. | 7,047 | $681.9K | 0.03% | +199+2.9% | Added |
| Tranquilli Financial Advisor LLC | 7,098 | $681.8K | 0.40% | −81−1.1% | Reduced |
| First National Bank & Trust Co of Newtown | 7,089 | $681.0K | 0.12% | −100−1.4% | Reduced |
| Sovran Advisors, LLC | 6,877 | $680.8K | 0.06% | −57−0.8% | Reduced |
| Rogco, LP | 7,084 | $680.5K | 0.23% | +41+0.6% | Added |
| LCNB Corp | 7,072 | $679.3K | 0.23% | −200−2.8% | Reduced |
| Spirit of America Management Corp | 7,069 | $679.0K | 0.14% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,063 | $678.5K | 0.18% | +154+2.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 7,046 | $676.8K | 0.32% | −340−4.6% | Reduced |
| Accurate Wealth Management, LLC | 6,925 | $675.5K | 0.09% | −49−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 7,032 | $675.5K | 0.33% | −96−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 7,027 | $675.0K | 0.09% | −755−9.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,028 | $675.0K | 0.19% | +232+3.4% | Added |
| Integrity Alliance, LLC. | 6,987 | $671.2K | 0.02% | +1,178+20.3% | Added |
| Syntax Research, Inc. | 6,979 | $670.4K | 0.41% | +151+2.2% | Added |
| Huntleigh Advisors, Inc. | 6,965 | $669.1K | 0.11% | −181−2.5% | Reduced |
| Cypress Wealth Services, LLC | 6,926 | $665.3K | 0.09% | −74−1.1% | Reduced |
| Englebert Financial Advisers, LLC | 6,892 | $662.0K | 0.76% | +6,892 | New |
| Financial Advisors Network, Inc. | 6,881 | $661.0K | 0.09% | +150+2.2% | Added |
| Baker Avenue Asset Management, LP | 6,863 | $659.2K | 0.02% | −1,149−14.3% | Reduced |
| Marino, Stram & Associates LLC | 6,860 | $658.9K | 0.12% | +9+0.1% | Added |
| SeaCrest Wealth Management, LLC | 6,601 | $658.6K | 0.07% | −556−7.8% | Reduced |
| MQS Management LLC | 6,856 | $658.6K | 0.39% | +6,856 | New |
| Twinbeech Capital LP | 6,841 | $657.1K | 0.05% | +6,841 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,830 | $656.1K | 0.01% | +1,319+23.9% | Added |
| MONECO Advisors, LLC | 6,814 | $654.5K | 0.05% | −21−0.3% | Reduced |
| Forza Wealth Management, LLC | 6,799 | $653.1K | 0.24% | +1,275+23.1% | Added |
| Fiduciary Financial Group, LLC | 6,785 | $651.8K | 0.09% | +97+1.5% | Added |
| Centaurus Financial, Inc. | 6,777 | $651.0K | 0.03% | −3,860−36.3% | Reduced |
| Valley National Advisers Inc | 6,776 | $650.0K | 0.09% | −111−1.6% | Reduced |
| Optas, LLC | 6,749 | $648.3K | 0.10% | +2,210+48.7% | Added |
| Caldwell Trust Co | 6,740 | $647.4K | 0.06% | −928−12.1% | Reduced |
| Papp L Roy & Associates | 6,734 | $646.9K | 0.07% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 6,548 | $645.6K | 0.14% | +6,548 | New |
| Value Investment Professionals, LLC | 6,702 | $643.8K | 0.68% | +6,702 | New |
| Windsor Capital Management, LLC | 6,686 | $642.3K | 0.18% | −24−0.4% | Reduced |
| Gilbert & Cook, Inc. | 6,671 | $640.8K | 0.08% | +520+8.5% | Added |
| Aspen Investment Management Inc | 6,659 | $640.0K | 0.19% | +2,670+66.9% | Added |
| Van Hulzen Asset Management, LLC | 6,651 | $638.9K | 0.05% | +82+1.2% | Added |