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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
230
shares
|
$21,689
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$21,123
0.0% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
222
shares
|
$20,934
0.01% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
222
shares
|
$20,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
222
shares
|
$20,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
218
shares
|
$20,557
0.0% of portfolio
|
Q3 2024
Reduced 22.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
215
shares
|
$20,274
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
213
shares
|
$20,085
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
203
shares
|
$19,142
0.0% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$18,860
0.0% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
200
shares
|
$18,860
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$18,860
0.02% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
200
shares
|
$18,860
0.01% of portfolio
|
Q3 2024
Reduced 73.58%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
200
shares
|
$18,860
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
200
shares
|
$18,860
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
197
shares
|
$18,577
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
195
shares
|
$18,388
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
191
shares
|
$18,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
185
shares
|
$17,445
0.01% of portfolio
|
Q3 2024
Reduced 43.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
184
shares
|
$17,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
183
shares
|
$17,256
0.01% of portfolio
|
Q2 2022
Reduced 14.49%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
182
shares
|
$17,162
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
180
shares
|
$16,974
0.0% of portfolio
|
Q3 2022
Added 9.09%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
179
shares
|
$16,879
0.0% of portfolio
|
Q1 2024
Added 79.0%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
172
shares
|
$16,219
0.01% of portfolio
|
Q4 2024
New holding
|