Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,355 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $99.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
60,296
shares
|
$5.69 Million
1.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
60,003
shares
|
$5.66 Million
0.94% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
60,000
shares
|
$5.66 Million
5.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
59,878
shares
|
$5.65 Million
0.59% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
59,360
shares
|
$5.6 Million
1.17% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
59,327
shares
|
$5.59 Million
0.93% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
59,314
shares
|
$5.59 Million
0.11% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
59,142
shares
|
$5.58 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
59,009
shares
|
$5.56 Million
0.53% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
58,956
shares
|
$5.56 Million
0.26% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,533
shares
|
$5.52 Million
0.13% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
58,274
shares
|
$5.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
58,103
shares
|
$5.48 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
57,779
shares
|
$5.45 Million
0.1% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
57,550
shares
|
$5.43 Million
0.8% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
57,522
shares
|
$5.42 Million
0.17% of portfolio
|
Q4 2024
Added 50.27%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
57,510
shares
|
$5.42 Million
0.1% of portfolio
|
Q4 2024
Added 39.49%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
57,056
shares
|
$5.38 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
56,831
shares
|
$5.36 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
56,700
shares
|
$5.35 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
56,457
shares
|
$5.32 Million
0.95% of portfolio
|
Q4 2024
Reduced 43.15%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,384
shares
|
$5.32 Million
0.04% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
56,324
shares
|
$5.31 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
56,046
shares
|
$5.29 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
56,020
shares
|
$5.28 Million
0.19% of portfolio
|
Q4 2024
Added 13.63%
|