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 |
|---|---|---|---|---|---|
| Advisortrust Partners, LLC | 42,521 | $4.08M | 1.79% | +42,521 | New |
| Catalytic Wealth RIA, LLC | 42,426 | $4.08M | 0.15% | −17,261−28.9% | Reduced |
| Sigma Planning Corp | 42,366 | $4.07M | 0.11% | −796−1.8% | Reduced |
| Monte Financial Group, LLC | 42,308 | $4.06M | 1.51% | −360−0.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 42,160 | $4.05M | 0.83% | +42,160 | New |
| Summit Trail Advisors, LLC | 41,743 | $4.04M | 0.07% | −5,068−10.8% | Reduced |
| Boston Private Wealth LLC | 41,964 | $4.03M | 0.24% | −4,852−10.4% | Reduced |
| Investment House LLC | 41,923 | $4.03M | 0.19% | −40−0.1% | Reduced |
| Aso Group Ltd | 41,914 | $4.03M | 1.57% | +41,914 | New |
| Foundations Investment Advisors, LLC | 41,872 | $4.02M | 0.05% | −9,198−18.0% | Reduced |
| Spring Capital Management, LLC | 41,719 | $4.01M | 2.03% | +586+1.4% | Added |
| Westpac Banking Corp | 41,681 | $4.00M | 0.25% | +4,174+11.1% | Added |
| Regions Financial Corp | 41,189 | $3.96M | 0.03% | +139+0.3% | Added |
| NovaPoint Capital, LLC | 41,126 | $3.95M | 1.02% | +1,286+3.2% | Added |
| Welch & Forbes LLC | 41,075 | $3.95M | 0.05% | −3,440−7.7% | Reduced |
| Brentview Investment Management LLC | 41,046 | $3.94M | 1.78% | +216+0.5% | Added |
| Money Concepts Capital Corp | 40,845 | $3.92M | 0.22% | −84−0.2% | Reduced |
| Fred Alger Management, LLC | 40,765 | $3.92M | 0.02% | −43−0.1% | Reduced |
| Metis Global Partners, LLC | 40,671 | $3.91M | 0.09% | −2,611−6.0% | Reduced |
| J. Safra Sarasin Holding AG | 40,449 | $3.89M | 0.06% | +1,593+4.1% | Added |
| Kestra Investment Management, LLC | 40,419 | $3.88M | 0.09% | +2,874+7.7% | Added |
| Hengehold Capital Management LLC | 40,342 | $3.88M | 0.33% | +747+1.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 40,108 | $3.85M | 3.87% | −1,213−2.9% | Reduced |
| TCTC Holdings, LLC | 39,993 | $3.84M | 0.11% | −90−0.2% | Reduced |
| Trust Co of Vermont | 39,867 | $3.83M | 0.16% | −3,654−8.4% | Reduced |
| Arnhold LLC | 39,819 | $3.83M | 0.29% | 00.0% | Unchanged |
| COFG Advisors, LLC | 39,762 | $3.82M | 0.94% | +39,762 | New |
| Larson Financial Group LLC | 39,717 | $3.82M | 0.13% | +123+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 39,635 | $3.81M | 0.00% | +11,060+38.7% | Added |
| Oak Asset Management, LLC | 39,525 | $3.80M | 1.29% | +40+0.1% | Added |
| Franklin Street Advisors Inc | 39,313 | $3.78M | 0.22% | −12,558−24.2% | Reduced |
| Perkins Coie Trust Co | 39,301 | $3.78M | 0.70% | −684−1.7% | Reduced |
| Bahl & Gaynor Inc | 39,151 | $3.76M | 0.02% | −2,454−5.9% | Reduced |
| Martingale Asset Management L P | 39,050 | $3.75M | 0.10% | +385+1.0% | Added |
| Verdence Capital Advisors LLC | 38,914 | $3.74M | 0.22% | −4,586−10.5% | Reduced |
| Novem Group | 38,876 | $3.73M | 0.43% | −1,202−3.0% | Reduced |
| Machina Capital S.A.S. | 38,872 | $3.73M | 0.71% | −3,762−8.8% | Reduced |
| Autumn Glory Partners, LLC | 38,868 | $3.73M | 1.31% | +473+1.2% | Added |
| Becker Capital Management Inc | 38,485 | $3.72M | 0.11% | −1,634−4.1% | Reduced |
| Graham Capital Management, L.P. | 38,642 | $3.71M | 0.13% | −8,600−18.2% | Reduced |
| All Terrain Financial Advisors, LLC | 38,634 | $3.71M | 1.14% | −2,621−6.4% | Reduced |
| Pathway Financial Advisers, LLC | 38,591 | $3.71M | 1.07% | −563−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 38,562 | $3.70M | 0.42% | +482+1.3% | Added |
| Steel Peak Wealth Management LLC | 38,277 | $3.70M | 0.12% | +38,277 | New |
| HighPoint Advisor Group LLC | 38,517 | $3.70M | 0.08% | +8,031+26.3% | Added |
| Econ Financial Services Corp | 38,066 | $3.66M | 1.83% | +4,860+14.6% | Added |
| Portside Wealth Group, LLC | 37,938 | $3.64M | 0.49% | −1,084−2.8% | Reduced |
| Verition Fund Management LLC | 37,900 | $3.64M | 0.02% | +3,558+10.4% | Added |
| Tower Bridge Advisors | 37,833 | $3.63M | 0.37% | −1,855−4.7% | Reduced |
| Augustine Asset Management Inc | 37,762 | $3.63M | 0.72% | −140.0% | Reduced |
| Trilogy Capital Inc. | 37,731 | $3.62M | 0.16% | +30,679+435.0% | Added |
| Tower Research Capital LLC (TRC) | 37,548 | $3.61M | 0.09% | +22,097+143.0% | Added |
| Argyle Capital Management Inc. | 37,260 | $3.58M | 1.20% | +200+0.5% | Added |
| Fiduciary Trust Co | 37,104 | $3.56M | 0.04% | +3,639+10.9% | Added |
| Financial Advisory Partners, LLC | 37,033 | $3.56M | 1.00% | +72+0.2% | Added |
| Ancora Advisors, LLC | 36,892 | $3.54M | 0.07% | +560+1.5% | Added |
| Corbyn Investment Management Inc | 36,517 | $3.51M | 1.02% | −1,629−4.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 36,182 | $3.50M | 1.17% | −4,885−11.9% | Reduced |
| Community Trust & Investment Co | 36,094 | $3.47M | 0.18% | −468−1.3% | Reduced |
| Meritage Portfolio Management | 35,931 | $3.45M | 0.23% | −438−1.2% | Reduced |
| Argent Advisors, Inc. | 35,768 | $3.44M | 0.96% | −164−0.5% | Reduced |
| NewEdge Wealth, LLC | 35,559 | $3.42M | 0.04% | +13,102+58.3% | Added |
| Zhang Financial LLC | 35,414 | $3.40M | 0.13% | +3,436+10.7% | Added |
| Assenagon Asset Management S.A. | 35,292 | $3.39M | 0.01% | +866+2.5% | Added |
| Focus Financial Network, Inc. | 35,279 | $3.39M | 0.12% | +2,324+7.1% | Added |
| Peak Asset Management, LLC | 35,095 | $3.37M | 0.57% | −315−0.9% | Reduced |
| Synergy Financial Management, LLC | 35,072 | $3.37M | 0.35% | −222,726−86.4% | Reduced |
| Diversify Advisory Services, LLC | 34,790 | $3.37M | 0.11% | +2,726+8.5% | Added |
| Twin Capital Management Inc | 35,021 | $3.36M | 0.42% | −285−0.8% | Reduced |
| Securian Asset Management, Inc | 34,876 | $3.35M | 0.13% | −27,001−43.6% | Reduced |
| MH & Associates Securities Management Corp | 34,787 | $3.34M | 2.73% | +34,787 | New |
| GF Fund Management Co. Ltd. | 34,749 | $3.34M | 0.06% | −656−1.9% | Reduced |
| Fundamentun, LLC | 34,634 | $3.33M | 0.13% | +376+1.1% | Added |
| Lynx Capital Group Ltd | 34,568 | $3.32M | 1.52% | −82−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 34,566 | $3.32M | 0.22% | +495+1.5% | Added |
| MUFG Securities Americas Inc. | 34,554 | $3.32M | 0.21% | +30.0% | Added |
| Ashton Thomas Private Wealth, LLC | 34,184 | $3.31M | 0.08% | +820+2.5% | Added |
| EP Wealth Advisors, LLC | 34,271 | $3.29M | 0.02% | +34,271 | New |
| Prospera Financial Services Inc | 34,242 | $3.29M | 0.05% | −3,122−8.4% | Reduced |
| Ostrum Asset Management | 34,204 | $3.29M | 0.16% | −6,115−15.2% | Reduced |
| Oarsman Capital, Inc. | 34,083 | $3.27M | 0.43% | +546+1.6% | Added |
| Everence Capital Management Inc | 33,790 | $3.25M | 0.19% | 00.0% | Unchanged |
| Wahed Invest LLC | 33,770 | $3.24M | 0.43% | −1,315−3.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,749 | $3.24M | 0.21% | 00.0% | Unchanged |
| Romano Brothers and Company | 33,473 | $3.22M | 0.37% | −650−1.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 33,463 | $3.21M | 1.88% | +448+1.4% | Added |
| Gold Investment Management Ltd. | 33,455 | $3.21M | 1.03% | −348−1.0% | Reduced |
| Beech Hill Advisors, Inc. | 33,386 | $3.21M | 1.54% | −893−2.6% | Reduced |
| Uncommon Cents Investing LLC | 33,222 | $3.19M | 0.77% | +335+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 33,089 | $3.18M | 0.17% | −770−2.3% | Reduced |
| Empire Financial Management Company, LLC | 32,818 | $3.15M | 0.69% | +168+0.5% | Added |
| Resonant Capital Advisors, LLC | 32,573 | $3.15M | 0.17% | +698+2.2% | Added |
| Quadrant Capital Group LLC | 32,477 | $3.12M | 0.09% | +101+0.3% | Added |
| SWP Investment Management LLC | 32,443 | $3.12M | 2.26% | +8,385+34.9% | Added |
| Caliber Wealth Management, LLC | 32,306 | $3.10M | 0.33% | −753−2.3% | Reduced |
| Appleton Partners Inc | 32,200 | $3.09M | 0.20% | −693−2.1% | Reduced |
| EagleClaw Capital Managment, LLC | 32,147 | $3.09M | 0.45% | −200−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 32,050 | $3.08M | 0.37% | +3,765+13.3% | Added |
| Sagespring Wealth Partners, LLC | 31,917 | $3.07M | 0.06% | +2,531+8.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 31,694 | $3.04M | 0.13% | −4,073−11.4% | Reduced |