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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,341
shares
|
$775,963
0.01% of portfolio
|
Q3 2022
Added 2375.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,307
shares
|
$772,800
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
8,302
shares
|
$772,335
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
8,289
shares
|
$771,125
0.22% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
8,283
shares
|
$770,567
0.07% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,230
shares
|
$765,636
0.21% of portfolio
|
Q2 2022
Reduced 37.09%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
8,214
shares
|
$764,148
0.06% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,181
shares
|
$761,078
0.56% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,169
shares
|
$759,962
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
8,157
shares
|
$758,845
0.11% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
8,157
shares
|
$758,845
0.51% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
8,154
shares
|
$758,566
0.3% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,121
shares
|
$755,496
0.11% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
8,104
shares
|
$753,915
0.5% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,100
shares
|
$753,543
0.04% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
8,083
shares
|
$751,961
0.05% of portfolio
|
Q4 2024
Added 52.91%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,059
shares
|
$749,728
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
8,045
shares
|
$748,426
0.05% of portfolio
|
Q4 2024
Reduced 50.72%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
8,035
shares
|
$747,496
0.46% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
8,000
shares
|
$744,240
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,989
shares
|
$743,216
0.35% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,967
shares
|
$741,170
0.07% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
7,923
shares
|
$737,076
0.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
7,911
shares
|
$735,960
0.14% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,906
shares
|
$735,495
0.42% of portfolio
|
Q4 2024
Reduced 0.23%
|