Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,449 institutions that hold shares in the stock, with a total of 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,863
shares
|
$3.3 Million
0.48% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
34,791
shares
|
$3.29 Million
0.75% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
34,772
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Added 57.89%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
34,680
shares
|
$3.28 Million
0.59% of portfolio
|
Q2 2025
Added 60.25%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
34,595
shares
|
$3.27 Million
0.98% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
34,223
shares
|
$3.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34,152
shares
|
$3.23 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
34,122
shares
|
$3.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
33,899
shares
|
$3.21 Million
0.15% of portfolio
|
Q2 2025
Added 36.98%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
33,790
shares
|
$3.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
33,686
shares
|
$3.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
33,674
shares
|
$3.18 Million
1.27% of portfolio
|
Q3 2022
Reduced 2.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
33,656
shares
|
$3.18 Million
0.22% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
33,569
shares
|
$3.17 Million
0.24% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
33,228
shares
|
$3.14 Million
0.19% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
32,997
shares
|
$3.12 Million
0.15% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
32,904
shares
|
$3.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
32,882
shares
|
$3.11 Million
1.09% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
32,827
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
32,826
shares
|
$3.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
32,802
shares
|
$3.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
32,760
shares
|
$3.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
32,732
shares
|
$3.1 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
32,717
shares
|
$3.09 Million
0.78% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
32,381
shares
|
$3.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.7%
|