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 $98.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,942
shares
|
$1.67 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
17,903
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Reduced 41.36%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
17,897
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
17,894
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
17,854
shares
|
$1.66 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
17,759
shares
|
$1.65 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,700
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
17,684
shares
|
$1.65 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
17,565
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
17,547
shares
|
$1.63 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
17,528
shares
|
$1.63 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
17,512
shares
|
$1.63 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
17,464
shares
|
$1.62 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,460
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2023
Added 86.42%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
17,374
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2022
Reduced 0.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
17,257
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
17,177
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
17,160
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2024
Added 21.82%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
17,140
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
17,048
shares
|
$1.59 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,003
shares
|
$1.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,928
shares
|
$1.57 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
16,909
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 205.55%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
16,801
shares
|
$1.56 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
16,781
shares
|
$1.56 Million
0.88% of portfolio
|
Q4 2024
Added 1.9%
|