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
- 2,321
- +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 | 2,150 | $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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 56,838 | $5.46M | 0.53% | −4,635−7.5% | Reduced |
| Hantz Financial Services, Inc. | 56,778 | $5.45M | 0.08% | −5,971−9.5% | Reduced |
| Gabelli Funds LLC | 56,600 | $5.44M | 0.04% | −21,400−27.4% | Reduced |
| Trajan Wealth LLC | 56,178 | $5.40M | 0.22% | +317+0.6% | Added |
| Fisher Funds Management LTD | 55,772 | $5.37M | 0.14% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 55,835 | $5.36M | 1.14% | +1,245+2.3% | Added |
| DLK Investment Management, LLC | 55,675 | $5.35M | 1.99% | +3,161+6.0% | Added |
| Groupama Asset Managment | 55,395 | $5.32M | 0.08% | −2,247−3.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 55,000 | $5.28M | 0.04% | +55,000 | New |
| Sanibel Captiva Trust Company, Inc. | 54,949 | $5.28M | 0.15% | −2,152−3.8% | Reduced |
| Colrain Capital LLC | 54,455 | $5.27M | 2.90% | +3,860+7.6% | Added |
| Moors & Cabot, Inc. | 54,731 | $5.26M | 0.23% | −121−0.2% | Reduced |
| RBA Wealth Management, LLC | 54,527 | $5.24M | 1.77% | +197+0.4% | Added |
| Raiffeisen Bank International AG | 53,991 | $5.22M | 0.07% | +11,647+27.5% | Added |
| Everett Harris & Co | 54,275 | $5.21M | 0.06% | +72+0.1% | Added |
| Wedbush Securities Inc | 54,189 | $5.21M | 0.15% | +8,391+18.3% | Added |
| BTC Capital Management, Inc. | 54,178 | $5.20M | 0.36% | +2,988+5.8% | Added |
| Alerus Financial NA | 54,094 | $5.20M | 0.25% | +15,491+40.1% | Added |
| Robinson Value Management, Ltd. | 53,879 | $5.18M | 2.80% | −519−1.0% | Reduced |
| Tevis Investment Management | 53,510 | $5.13M | 3.09% | 00.0% | Unchanged |
| Dearborn Partners LLC | 53,236 | $5.11M | 0.26% | −2,114−3.8% | Reduced |
| SFMG, LLC | 53,073 | $5.10M | 0.34% | +2,259+4.4% | Added |
| Needham Investment Management LLC | 53,041 | $5.10M | 0.32% | +2,500+4.9% | Added |
| Core Alternative Capital | 52,902 | $5.08M | 1.40% | −3,009−5.4% | Reduced |
| Rathbone Brothers plc | 52,746 | $5.07M | 0.02% | −12,766−19.5% | Reduced |
| Sequoia Financial Advisors, LLC | 52,733 | $5.07M | 0.03% | +5,585+11.8% | Added |
| MUFG Securities EMEA plc | 52,544 | $5.05M | 0.06% | +28,020+114.3% | Added |
| Daymark Wealth Partners, LLC | 52,304 | $5.02M | 0.16% | +146+0.3% | Added |
| Horizon Investments, LLC | 52,087 | $5.00M | 0.06% | −78,847−60.2% | Reduced |
| Clearstead Advisors, LLC | 52,001 | $5.00M | 0.06% | +7,884+17.9% | Added |
| Global Retirement Partners, LLC | 51,919 | $4.99M | 0.09% | +18,335+54.6% | Added |
| LaFleur & Godfrey LLC | 51,774 | $4.97M | 0.60% | +5,620+12.2% | Added |
| RSM US Wealth Management LLC | 51,353 | $4.96M | 0.06% | −546−1.1% | Reduced |
| Glenview Trust Co | 51,579 | $4.95M | 0.08% | +1,726+3.5% | Added |
| Kinneret Advisory, LLC | 51,171 | $4.95M | 0.42% | −1,400−2.7% | Reduced |
| Two Sigma Advisers, LP | 51,419 | $4.94M | 0.01% | +2,487+5.1% | Added |
| Generali Asset Management SPA SGR | 51,387 | $4.94M | 0.10% | −18,678−26.7% | Reduced |
| GeoWealth Management, LLC | 50,847 | $4.88M | 0.18% | −1,101−2.1% | Reduced |
| Banque Cantonale Vaudoise | 50,649 | $4.87M | 0.17% | +12,402+32.4% | Added |
| Scissortail Wealth Management, LLC | 50,608 | $4.86M | 1.11% | +965+1.9% | Added |
| Hedeker Wealth, LLC | 50,587 | $4.86M | 1.02% | +628+1.3% | Added |
| Brasada Capital Management, LP | 50,525 | $4.85M | 0.83% | +44,525+742.1% | Added |
| Capitolis Liquid Global Markets LLC | 50,000 | $4.80M | 0.03% | −260,000−83.9% | Reduced |
| Advisors Management Group Inc | 49,539 | $4.76M | 0.87% | −3,010−5.7% | Reduced |
| Somerset Trust Co | 49,537 | $4.76M | 1.46% | +288+0.6% | Added |
| Round Hill Asset Management | 49,375 | $4.74M | 2.99% | −305−0.6% | Reduced |
| Boston Research & Management Inc | 49,039 | $4.71M | 1.07% | −1,740−3.4% | Reduced |
| Coastal Bridge Advisors, LLC | 48,978 | $4.70M | 0.35% | −235−0.5% | Reduced |
| Genesis Financial Group, LLC | 48,805 | $4.69M | 2.72% | +48,805 | New |
| Simon Quick Advisors, LLC | 48,703 | $4.68M | 0.20% | +453+0.9% | Added |
| Triglav Skladi, D.O.O. | 48,652 | $4.67M | 0.29% | −1,500−3.0% | Reduced |
| Headinvest, LLC | 48,432 | $4.65M | 0.93% | −324−0.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 47,973 | $4.64M | 0.71% | +150+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 48,285 | $4.64M | 1.40% | −120.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 48,064 | $4.62M | 0.12% | −1,465−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 47,999 | $4.61M | 0.19% | −132−0.3% | Reduced |
| Phoenix Holdings Ltd. | 46,603 | $4.61M | 0.05% | −11,981−20.5% | Reduced |
| Stamos Capital Partners, L.P. | 47,719 | $4.58M | 0.74% | +5,027+11.8% | Added |
| Compass Wealth Management LLC | 47,665 | $4.58M | 1.14% | +2,186+4.8% | Added |
| Apollon Wealth Management, LLC | 47,533 | $4.57M | 0.08% | +1,293+2.8% | Added |
| Harrell Investment Partners, LLC | 47,515 | $4.56M | 1.08% | −2,156−4.3% | Reduced |
| Plato Investment Management Ltd | 47,088 | $4.55M | 0.30% | +4,503+10.6% | Added |
| Omers Administration Corp | 47,301 | $4.54M | 0.03% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 46,910 | $4.51M | 0.71% | +3,707+8.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 46,440 | $4.49M | 0.21% | +383+0.8% | Added |
| Lifeworks Advisors, LLC | 46,653 | $4.48M | 0.58% | −10,836−18.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 46,411 | $4.46M | 0.71% | +2,549+5.8% | Added |
| Berkshire Asset Management LLC | 46,358 | $4.45M | 0.20% | −11,801−20.3% | Reduced |
| Hanson & Doremus Investment Management | 46,313 | $4.45M | 0.53% | −385−0.8% | Reduced |
| Mattson Financial Services, LLC | 46,001 | $4.42M | 1.03% | −699−1.5% | Reduced |
| 44 Wealth Management LLC | 45,711 | $4.39M | 1.47% | +148+0.3% | Added |
| Intech Investment Management LLC | 45,474 | $4.37M | 0.04% | −29,912−39.7% | Reduced |
| Railway Pension Investments Ltd | 45,200 | $4.34M | 0.05% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 45,000 | $4.32M | 2.11% | −15,000−25.0% | Reduced |
| Hudson Bay Capital Management LP | 45,000 | $4.32M | 0.02% | +19,984+79.9% | Added |
| Morton Community Bank | 41,727 | $4.30M | 0.93% | +1,055+2.6% | Added |
| Clear Trail Advisors, LLC | 44,612 | $4.29M | 0.99% | +44,612 | New |
| MainStreet Investment Advisors LLC | 44,547 | $4.28M | 0.62% | −3,470−7.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,540 | $4.28M | 0.01% | −6,576−12.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 44,396 | $4.26M | 1.47% | +730+1.7% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 44,368 | $4.26M | 2.51% | −765−1.7% | Reduced |
| Morningstar Investment Management LLC | 44,322 | $4.26M | 0.25% | −669−1.5% | Reduced |
| Level Four Advisory Services, LLC | 44,299 | $4.26M | 0.14% | +437+1.0% | Added |
| First National Trust Co | 44,201 | $4.25M | 0.14% | +76+0.2% | Added |
| Old North State Wealth Management, LLC | 44,073 | $4.24M | 1.99% | +1,878+4.5% | Added |
| First Pacific Financial | 44,052 | $4.23M | 0.55% | −2,765−5.9% | Reduced |
| Courier Capital LLC | 44,040 | $4.23M | 0.24% | −2,206−4.8% | Reduced |
| Highland Capital Management, LLC | 44,004 | $4.23M | 0.21% | −2,640−5.7% | Reduced |
| Lighthouse Investment Partners, LLC | 44,000 | $4.23M | 0.14% | −7,700−14.9% | Reduced |
| North Dakota State Investment Board | 43,981 | $4.22M | 0.16% | +43,981 | New |
| NBC Securities, Inc. | 43,954 | $4.22M | 0.32% | +435+1.0% | Added |
| Callan Family Office, LLC | 43,760 | $4.20M | 0.09% | +18,621+74.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 43,738 | $4.20M | 0.33% | +10,826+32.9% | Added |
| Mutual Advisors, LLC | 43,552 | $4.18M | 0.09% | +850+2.0% | Added |
| Stonebridge Financial Group, LLC | 43,505 | $4.18M | 0.36% | +1,719+4.1% | Added |
| Farmers National Bank | 43,502 | $4.18M | 0.93% | −1,137−2.5% | Reduced |
| Motley Fool Wealth Management, LLC | 43,432 | $4.17M | 0.32% | −8,360−16.1% | Reduced |
| Cullinan Associates Inc | 43,292 | $4.16M | 0.28% | −473−1.1% | Reduced |
| Commerzbank Aktiengesellschaft | 43,050 | $4.13M | 0.08% | +3,883+9.9% | Added |
| Kinloch Capital, LLC | 42,792 | $4.11M | 1.77% | +345+0.8% | Added |