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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
27,305
shares
|
$2.57 Million
0.15% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
27,165
shares
|
$2.56 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
27,137
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
27,117
shares
|
$2.56 Million
0.39% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,970
shares
|
$2.54 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
26,931
shares
|
$2.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
26,930
shares
|
$2.54 Million
0.59% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
26,865
shares
|
$2.53 Million
1.27% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
26,856
shares
|
$2.53 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,837
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2023
Reduced 6.93%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
26,534
shares
|
$2.5 Million
1.05% of portfolio
|
Q4 2023
Reduced 63.69%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,451
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
26,419
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Added 166.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
26,382
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
26,350
shares
|
$2.48 Million
2.11% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
26,314
shares
|
$2.48 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
26,255
shares
|
$2.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,215
shares
|
$2.47 Million
0.2% of portfolio
|
Q4 2022
Added 23.3%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
26,166
shares
|
$2.47 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
26,165
shares
|
$2.47 Million
0.23% of portfolio
|
Q1 2022
Added 3.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
26,143
shares
|
$2.47 Million
0.37% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
26,047
shares
|
$2.46 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
26,007
shares
|
$2.45 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
25,984
shares
|
$2.45 Million
0.12% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
25,918
shares
|
$2.44 Million
0.61% of portfolio
|
Q4 2024
Reduced 5.44%
|