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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,887
shares
|
$826,757
0.06% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
8,810
shares
|
$819,594
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
8,753
shares
|
$814,291
0.61% of portfolio
|
Q4 2024
Reduced 19.16%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,751
shares
|
$814,105
0.09% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
8,748
shares
|
$813,826
0.33% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
8,681
shares
|
$807,593
0.28% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
8,645
shares
|
$804,244
0.56% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
8,635
shares
|
$803,314
0.04% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
8,635
shares
|
$803,314
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
8,624
shares
|
$802,290
0.13% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,619
shares
|
$801,825
0.85% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
8,613
shares
|
$801,267
0.18% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,594
shares
|
$799,499
0.04% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
8,568
shares
|
$797,081
0.06% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
8,554
shares
|
$795,778
0.03% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
8,550
shares
|
$795,406
0.07% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
8,526
shares
|
$793,173
0.07% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
8,508
shares
|
$791,499
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,486
shares
|
$789,452
0.07% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
8,486
shares
|
$789,452
0.02% of portfolio
|
Q4 2024
Reduced 60.82%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,425
shares
|
$783,777
0.23% of portfolio
|
Q4 2024
Added 47.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,421
shares
|
$783,405
0.04% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
8,400
shares
|
$781,452
0.2% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,374
shares
|
$779,033
0.05% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
8,347
shares
|
$776,521
0.24% of portfolio
|
Q4 2024
Added 0.98%
|