Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,445 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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
32,180
shares
|
$2.95 Million
0.83% of portfolio
|
Q1 2025
Added 47.24%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
32,122
shares
|
$2.94 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
31,925
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
31,584
shares
|
$2.89 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
31,546
shares
|
$2.89 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.63%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
31,313
shares
|
$2.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 81.83%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
31,257
shares
|
$2.86 Million
0.79% of portfolio
|
Q1 2025
Added 62.83%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
31,200
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 31.58%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
31,135
shares
|
$2.85 Million
0.2% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
31,102
shares
|
$2.85 Million
0.45% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
30,451
shares
|
$2.79 Million
0.3% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
30,414
shares
|
$2.79 Million
2.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
30,392
shares
|
$2.79 Million
0.85% of portfolio
|
Q1 2025
Added 58.23%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
30,363
shares
|
$2.78 Million
0.03% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
30,210
shares
|
$2.77 Million
0.45% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,158
shares
|
$2.76 Million
0.54% of portfolio
|
Q4 2022
Added 106.45%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
29,920
shares
|
$2.74 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
29,701
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2021
Added 2.07%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
29,542
shares
|
$2.71 Million
0.59% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
29,425
shares
|
$2.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
29,417
shares
|
$2.7 Million
0.25% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
29,382
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
29,330
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
29,325
shares
|
$2.69 Million
0.05% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
29,305
shares
|
$2.69 Million
1.16% of portfolio
|
Q1 2025
Added 6.59%
|