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 |
|---|---|---|---|---|---|
| Silverlake Wealth Management LLC | 4,346 | $417.5K | 0.09% | −196−4.3% | Reduced |
| BlueStem Wealth Partners, LLC | 4,341 | $417.0K | 0.05% | +40+0.9% | Added |
| Baron Wealth Management LLC | 4,332 | $416.1K | 0.13% | +1,258+40.9% | Added |
| Empower Advisory Group, LLC | 4,328 | $415.7K | 0.00% | −238−5.2% | Reduced |
| Abbot Financial Management, Inc. | 4,294 | $412.5K | 0.17% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 4,282 | $411.3K | 0.07% | +4,282 | New |
| Forefront Analytics, LLC | 4,280 | $411.1K | 0.36% | +135+3.3% | Added |
| Bond & Devick Financial Network, Inc. | 4,278 | $410.9K | 0.12% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,234 | $409.7K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 4,262 | $409.4K | 0.25% | −176−4.0% | Reduced |
| Poinciana Advisors Group, LLC | 4,261 | $409.3K | 0.32% | −49−1.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,949 | $406.4K | 0.29% | −485−10.9% | Reduced |
| A4 Wealth Advisors LLC | 4,211 | $404.5K | 0.35% | −2,887−40.7% | Reduced |
| Safe Harbor Wealth Advisors, LLC | 4,005 | $404.0K | 0.39% | +4,005 | New |
| Twin Lakes Capital Management, LLC | 4,205 | $404.0K | 0.18% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,205 | $403.9K | 0.12% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 4,204 | $403.8K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 4,192 | $402.7K | 0.04% | +14+0.3% | Added |
| Bollard Group LLC | 4,189 | $402.0K | 0.01% | +30+0.7% | Added |
| Wagner Wealth Management, Corp | 4,178 | $401.3K | 0.40% | +4,178 | New |
| Marex Group plc | 4,173 | $400.9K | 0.00% | −83,279−95.2% | Reduced |
| InvesTrust | 4,165 | $400.1K | 0.15% | −65−1.5% | Reduced |
| Gen-Wealth Partners Inc | 4,156 | $399.2K | 0.13% | −1,694−29.0% | Reduced |
| Jeppson Wealth Management, LLC | 4,152 | $398.8K | 0.13% | −100−2.4% | Reduced |
| Beta Wealth Group, Inc. | 4,145 | $398.2K | 0.16% | −2,272−35.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,117 | $398.2K | 0.03% | −314−7.1% | Reduced |
| Cape Investment Advisory, Inc. | 4,127 | $396.4K | 0.12% | +460+12.5% | Added |
| Hall Capital Management Co Inc | 4,126 | $396.3K | 0.15% | −187−4.3% | Reduced |
| Retirement Planning Group | 4,121 | $395.9K | 0.01% | +700+20.5% | Added |
| Atom Investors LP | 4,119 | $395.7K | 0.03% | +1,774+75.7% | Added |
| Sunbelt Securities, Inc. | 4,105 | $394.3K | 0.03% | +409+11.1% | Added |
| MBA Advisors LLC | 4,095 | $393.4K | 0.16% | −454−10.0% | Reduced |
| Nicolet Bankshares Inc | 4,082 | $392.1K | 0.06% | +4,082 | New |
| Manchester Capital Management LLC | 4,081 | $392.0K | 0.05% | −705−14.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,079 | $391.8K | 0.17% | +32+0.8% | Added |
| Graybill Bartz & Assoc Ltd | 4,061 | $390.1K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,023 | $389.3K | 0.04% | +180+4.7% | Added |
| Sage Private Wealth Group, LLC | 4,049 | $388.9K | 0.21% | −57−1.4% | Reduced |
| Tritonpoint Wealth, LLC | 4,014 | $388.4K | 0.04% | −1,737−30.2% | Reduced |
| Stratos Wealth Advisors, LLC | 4,036 | $387.7K | 0.02% | −1,180−22.6% | Reduced |
| Agf Management Ltd | 4,030 | $387.1K | 0.00% | −95−2.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,019 | $386.1K | 0.07% | +722+21.9% | Added |
| Symphony Financial, Ltd. Co. | 4,005 | $386.0K | 0.05% | −143−3.4% | Reduced |
| Virtue Capital Management, LLC | 4,014 | $385.5K | 0.06% | +465+13.1% | Added |
| Rossmore Private Capital | 3,956 | $382.8K | 0.03% | 00.0% | Unchanged |
| Creekside Partners | 3,941 | $378.6K | 0.16% | 00.0% | Unchanged |
| First County Bank | 3,930 | $377.5K | 0.20% | −241−5.8% | Reduced |
| Principle Wealth Partners LLC | 3,910 | $375.6K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,908 | $375.4K | 0.01% | −170−4.2% | Reduced |
| Hedges Asset Management LLC | 3,900 | $374.6K | 0.26% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,871 | $374.6K | 0.10% | +1,755+82.9% | Added |
| Holistic Financial Partners | 3,879 | $372.6K | 0.14% | +182+4.9% | Added |
| Balanced Rock Investment Advisor | 3,878 | $372.5K | 0.26% | −270−6.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 3,844 | $372.0K | 0.02% | −151−3.8% | Reduced |
| Advisory Alpha, LLC | 3,872 | $372.0K | 0.01% | +688+21.6% | Added |
| Bridgewater Advisors Inc. | 3,705 | $371.5K | 0.02% | +343+10.2% | Added |
| Parcion Private Wealth LLC | 3,860 | $370.8K | 0.02% | +239+6.6% | Added |
| Van Diest Capital, LLC | 3,856 | $370.4K | 0.55% | +3,856 | New |
| Keystone Financial Group | 3,830 | $367.9K | 0.03% | −78−2.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,827 | $367.6K | 0.12% | −1,665−30.3% | Reduced |
| First Interstate Bank | 3,823 | $367.2K | 0.02% | −4−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,813 | $366.3K | 0.04% | −10.0% | Reduced |
| Titleist Asset Management, LLC | 3,809 | $365.9K | 0.03% | +9+0.2% | Added |
| Waterloo Capital, L.P. | 3,779 | $363.0K | 0.03% | +143+3.9% | Added |
| Alhambra Investment Partners LLC | 3,772 | $362.3K | 0.17% | +82+2.2% | Added |
| Verity Asset Management, Inc. | 3,763 | $361.5K | 0.16% | +261+7.5% | Added |
| Harbour Trust & Investment Management Co | 3,756 | $360.8K | 0.04% | −50−1.3% | Reduced |
| Martin Investment Management, LLC | 3,750 | $360.2K | 0.10% | −1,913−33.8% | Reduced |
| Hillman Capital Management, Inc. | 3,739 | $359.2K | 0.23% | −9−0.2% | Reduced |
| Nautilus Advisors LLC | 3,735 | $358.8K | 0.23% | −105−2.7% | Reduced |
| Koss-Olinger Consulting, LLC | 3,714 | $357.0K | 0.03% | −1,720−31.7% | Reduced |
| Certior Financial Group, LLC | 3,716 | $357.0K | 0.24% | +275+8.0% | Added |
| Rothschild Capital Partners, LLC | 3,710 | $356.4K | 0.08% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,708 | $356.0K | 0.02% | +133+3.7% | Added |
| Onefund, LLC | 3,705 | $355.9K | 0.21% | +203+5.8% | Added |
| Alpha Cubed Investments, LLC | 3,701 | $355.5K | 0.01% | −384−9.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,697 | $355.1K | 0.02% | +2+0.1% | Added |
| Peoples Financial Services Corp. | 3,696 | $355.0K | 0.17% | 00.0% | Unchanged |
| PCB Capital LLC | 3,683 | $353.8K | 0.57% | +3,683 | New |
| Allegiance Financial Group Advisory Services LLC | 3,671 | $352.6K | 0.07% | −63−1.7% | Reduced |
| Riverbend Wealth Management, LLC | 3,669 | $352.4K | 0.22% | +182+5.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,664 | $352.0K | 0.04% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,649 | $350.5K | 0.06% | −1,108−23.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,649 | $350.5K | 0.10% | +3,649 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,648 | $350.4K | 0.04% | +3,648 | New |
| Severin Investments, LLC | 3,633 | $349.0K | 0.31% | −417−10.3% | Reduced |
| Consolidated Planning Corp | 3,627 | $348.4K | 0.04% | +3,627 | New |
| BigSur Wealth Management LLC | 3,600 | $348.4K | 0.08% | 00.0% | Unchanged |
| Alpha Family Trust | 3,620 | $347.7K | 0.16% | 00.0% | Unchanged |
| JM2 Capital Inc. | 3,619 | $347.6K | 0.28% | +3,619 | New |
| Prudent Man Advisors, LLC | 3,604 | $346.2K | 0.13% | +95+2.7% | Added |
| Intergy Private Wealth, LLC | 3,603 | $346.1K | 0.10% | +25+0.7% | Added |
| Bey-Douglas LLC | 3,595 | $345.3K | 0.28% | +365+11.3% | Added |
| Moment Partners, LLC | 3,567 | $345.1K | 0.07% | −613−14.7% | Reduced |
| Strategic Investment Advisors | 3,572 | $343.1K | 0.03% | −2−0.1% | Reduced |
| Financial Advisory Service, Inc. | 3,568 | $342.8K | 0.02% | −8,248−69.8% | Reduced |
| ORG Partners LLC | 3,560 | $341.9K | 0.06% | +1,308+58.1% | Added |
| New Wave Wealth Advisors LLC | 3,534 | $341.9K | 0.13% | +151+4.5% | Added |
| Aspiriant, LLC | 3,559 | $341.9K | 0.01% | +324+10.0% | Added |
| Providence First Trust Co | 3,558 | $341.8K | 0.12% | +3,558 | New |