Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,288 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $82.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
61,060
shares
|
$4.95 Million
0.16% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
60,725
shares
|
$4.92 Million
0.33% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
60,356
shares
|
$4.89 Million
0.61% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
60,283
shares
|
$4.88 Million
1.07% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
60,281
shares
|
$4.88 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
60,205
shares
|
$4.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Nov 06, 2024 Q3 2024 |
60,000
shares
|
$4.86 Million
2.29% of portfolio
|
Q3 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
59,327
shares
|
$4.81 Million
0.93% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
59,142
shares
|
$4.79 Million
1.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
58,988
shares
|
$4.78 Million
1.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
58,917
shares
|
$4.77 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
58,836
shares
|
$4.77 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
58,705
shares
|
$4.76 Million
0.9% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
58,700
shares
|
$4.76 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,533
shares
|
$4.74 Million
0.13% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
58,506
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
58,474
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
58,034
shares
|
$4.7 Million
0.2% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
57,406
shares
|
$4.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
57,306
shares
|
$4.64 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
56,600
shares
|
$4.59 Million
1.24% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
56,564
shares
|
$4.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
56,547
shares
|
$4.58 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
56,340
shares
|
$4.57 Million
0.5% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
56,324
shares
|
$4.56 Million
0.13% of portfolio
|
Q4 2022
New holding
|