Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,411 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 $87.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
29,425
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
29,382
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
29,330
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
29,325
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
29,319
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
29,305
shares
|
$2.45 Million
1.16% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
29,303
shares
|
$2.45 Million
0.91% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
29,025
shares
|
$2.42 Million
1.22% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
28,995
shares
|
$2.42 Million
2.17% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
28,992
shares
|
$2.42 Million
0.47% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
28,971
shares
|
$2.42 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
28,930
shares
|
$2.41 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
28,836
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
28,716
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 22.78%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
28,619
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.33%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
28,603
shares
|
$2.39 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
28,580
shares
|
$2.39 Million
0.42% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
28,560
shares
|
$2.38 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
28,384
shares
|
$2.37 Million
0.16% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
28,373
shares
|
$2.37 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,367
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
28,364
shares
|
$2.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
28,347
shares
|
$2.37 Million
0.58% of portfolio
|
Q4 2024
Added 7282.03%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
28,179
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 145.03%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
28,095
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|