Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,288 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $82.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
26,934
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
26,909
shares
|
$2.18 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
26,892
shares
|
$2.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,861
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
26,856
shares
|
$2.18 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,837
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2023
Reduced 6.93%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
26,753
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
26,751
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 83.2%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
26,727
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
26,561
shares
|
$2.15 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
26,534
shares
|
$2.15 Million
1.05% of portfolio
|
Q4 2023
Reduced 63.69%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
26,472
shares
|
$2.15 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
26,460
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
26,314
shares
|
$2.13 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
26,305
shares
|
$2.13 Million
0.89% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,215
shares
|
$2.12 Million
0.2% of portfolio
|
Q4 2022
Added 23.3%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
26,202
shares
|
$2.12 Million
1.42% of portfolio
|
Q3 2024
Added 36.72%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
26,165
shares
|
$2.12 Million
0.25% of portfolio
|
Q1 2022
Added 3.97%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
26,079
shares
|
$2.11 Million
2.05% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
25,866
shares
|
$2.1 Million
1.36% of portfolio
|
Q3 2023
Reduced 44.95%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
25,858
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
25,719
shares
|
$2.08 Million
0.25% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
25,287
shares
|
$2.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 57.17%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
25,225
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
25,124
shares
|
$2.04 Million
1.81% of portfolio
|
Q3 2024
Added 57.46%
|