MedtronicMDT

13F holders, Q4 2024 (December 31)
11holders −4
1new positions
5sold out
$78.82avg. 13F price*

At the end of Q4 2024, 11 institutions reported holding Medtronic Inc (MDT) in their 13F filings, down 4 from Q3 2024. 1 opened new positions and 5 sold out. The largest holders were Mn Services Vermogensbeheer B.V. ($42.0M), Ironwood Investment Counsel, LLC ($5.9M) and Cohen Klingenstein LLC ($5.8M).

Company
Medtronic Inc
CUSIP
585055106
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 14Q1 2024Q2 2024: 14Q2 2024Q3 2024: 15Q3 2024Q4 2024: 11Q4 2024Q1 2025: 8Q1 2025Q2 2025: 7Q2 2025Q3 2025: 6Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$2.0M
Exits5$6.1M

All 13F filers, Q3 2024 → Q4 2024: 47,180 shares bought and 72,443 shares sold, net −25,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Mn Services Vermogensbeheer B.V. 0.28% Add +1.8% 525,200 $42.0M
Ironwood Investment Counsel, LLC 1.00% Reduce -0.9% 73,412 $5.9M
Cohen Klingenstein LLC 0.20% Reduce -5.2% 72,549 $5.8M
Kentucky Retirement Systems Insurance Trust Fund 0.35% New 35,354 $2.0M
Sterling Investment Advisors, Ltd. 0.38% Add +10.6% 19,813 $1.6M
Archer Investment Corp 0.22% Add +7.7% 10,127 $809K
Athena Investment Management 0.25% No change 5,488 $438K
Cascades Capital Asset Management, LLC 0.22% No change 5,139 $411K
Byrne Asset Management LLC 0.07% Reduce -14.4% 1,130 $90K
AlphaMark Advisors, LLC 0.01% No change 150 $12K
West Oak Capital, LLC 0.00% No change 65 $5K

"% of holder's portfolio" is MDT's weight in each manager's 13F, not the share of Medtronic Inc the manager owns.