Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,444 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $96.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
41,459
shares
|
$3.8 Million
0.11% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
41,452
shares
|
$3.8 Million
0.16% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
41,418
shares
|
$3.8 Million
0.99% of portfolio
|
Q1 2023
Added 127.31%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
41,214
shares
|
$3.78 Million
1.87% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
41,098
shares
|
$3.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
41,061
shares
|
$3.76 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
41,026
shares
|
$3.76 Million
0.6% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
40,964
shares
|
$3.75 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
40,785
shares
|
$3.74 Million
0.45% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
40,784
shares
|
$3.74 Million
0.05% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
40,595
shares
|
$3.72 Million
1.88% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
40,377
shares
|
$3.7 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
40,362
shares
|
$3.7 Million
0.51% of portfolio
|
Q1 2025
Reduced 59.55%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
40,300
shares
|
$3.69 Million
1.26% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
40,283
shares
|
$3.69 Million
1.93% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
40,243
shares
|
$3.69 Million
0.06% of portfolio
|
Q4 2022
Added 6.72%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
40,158
shares
|
$3.68 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
40,129
shares
|
$3.68 Million
1.26% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,000
shares
|
$3.67 Million
5.13% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
39,936
shares
|
$3.66 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
39,819
shares
|
$3.65 Million
0.38% of portfolio
|
Q3 2024
Added 79.85%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
39,649
shares
|
$3.63 Million
2.66% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
39,634
shares
|
$3.63 Million
0.62% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
39,597
shares
|
$3.63 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
39,493
shares
|
$3.62 Million
0.38% of portfolio
|
Q1 2025
Added 29.4%
|