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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
10,113
shares
|
$951,228
0.15% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,053
shares
|
$945,585
0.06% of portfolio
|
Q4 2022
Reduced 2.9%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
10,023
shares
|
$942,763
0.2% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
10,017
shares
|
$942,199
0.11% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,009
shares
|
$941,446
0.03% of portfolio
|
Q4 2024
Added 151.29%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
9,996
shares
|
$940,223
0.22% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
9,968
shares
|
$937,590
0.89% of portfolio
|
Q1 2024
Reduced 55.67%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,967
shares
|
$937,496
0.38% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
9,958
shares
|
$936,649
0.82% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
9,957
shares
|
$936,555
0.04% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,945
shares
|
$935,426
0.25% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,923
shares
|
$933,357
0.07% of portfolio
|
Q4 2024
Added 43.69%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
9,899
shares
|
$931,099
0.37% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
9,893
shares
|
$930,535
0.32% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,855
shares
|
$926,961
0.06% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9,850
shares
|
$926,491
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
9,796
shares
|
$921,411
0.57% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
9,785
shares
|
$920,377
0.94% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,778
shares
|
$919,718
0.03% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,774
shares
|
$919,342
0.05% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,759
shares
|
$917,931
0.07% of portfolio
|
Q4 2024
Added 17.06%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
9,731
shares
|
$915,297
0.07% of portfolio
|
Q3 2022
Added 2.9%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
9,712
shares
|
$913,510
0.59% of portfolio
|
Q4 2024
Reduced 26.04%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
9,616
shares
|
$904,480
0.2% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
9,589
shares
|
$901,941
0.0% of portfolio
|
Q2 2023
Reduced 5.61%
|