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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
32,372
shares
|
$3.06 Million
0.35% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
32,334
shares
|
$3.06 Million
1.77% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
32,297
shares
|
$3.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
32,247
shares
|
$3.05 Million
0.45% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
32,122
shares
|
$3.04 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
32,043
shares
|
$3.03 Million
0.81% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,963
shares
|
$3.02 Million
0.02% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
31,934
shares
|
$3.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 90.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
31,882
shares
|
$3.02 Million
0.11% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
31,738
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Reduced 47.4%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
31,618
shares
|
$2.99 Million
0.72% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
31,584
shares
|
$2.99 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
31,546
shares
|
$2.98 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
31,396
shares
|
$2.97 Million
0.28% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
31,313
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 81.83%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
31,102
shares
|
$2.94 Million
0.45% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
31,019
shares
|
$2.93 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
30,874
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
30,469
shares
|
$2.88 Million
0.77% of portfolio
|
Q2 2025
Added 62.2%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
30,451
shares
|
$2.88 Million
1.88% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
30,303
shares
|
$2.87 Million
0.04% of portfolio
|
Q2 2025
Added 102.07%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,158
shares
|
$2.85 Million
0.54% of portfolio
|
Q4 2022
Added 106.45%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
30,074
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 54.23%
|
|
|
Intrepid Family Office LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$2.84 Million
2.19% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
29,920
shares
|
$2.83 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.63%
|