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 |
|---|---|---|---|---|---|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,097
shares
|
$3.12 Million
0.45% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
32,714
shares
|
$3.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
32,643
shares
|
$3.08 Million
0.17% of portfolio
|
Q4 2024
Added 30.18%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
32,485
shares
|
$3.06 Million
0.82% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
32,465
shares
|
$3.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
32,454
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
32,400
shares
|
$3.06 Million
0.63% of portfolio
|
Q2 2024
Reduced 88.89%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
32,354
shares
|
$3.05 Million
0.08% of portfolio
|
Q4 2024
Added 89.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
32,095
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2024
Added 10.31%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
32,001
shares
|
$3.02 Million
0.63% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
31,989
shares
|
$3.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 54.23%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
31,947
shares
|
$3.01 Million
0.23% of portfolio
|
Q4 2024
Added 26.65%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
31,781
shares
|
$3 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
31,744
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2024
Added 34.22%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
31,706
shares
|
$2.99 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
31,546
shares
|
$2.97 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
31,398
shares
|
$2.96 Million
0.06% of portfolio
|
Q4 2024
Reduced 64.99%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
31,357
shares
|
$2.96 Million
1.25% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
31,348
shares
|
$2.96 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
31,320
shares
|
$2.95 Million
0.18% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
31,200
shares
|
$2.94 Million
0.09% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
31,102
shares
|
$2.93 Million
0.42% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
31,000
shares
|
$2.92 Million
1.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
30,755
shares
|
$2.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
30,662
shares
|
$2.89 Million
0.15% of portfolio
|
Q4 2024
Reduced 30.3%
|