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 |
|---|---|---|---|---|---|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
28,099
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
28,095
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
27,898
shares
|
$2.64 Million
0.33% of portfolio
|
Q3 2022
Reduced 14.34%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
27,889
shares
|
$2.64 Million
0.28% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
27,551
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
27,448
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
27,292
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
27,252
shares
|
$2.58 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
27,229
shares
|
$2.58 Million
0.13% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
27,208
shares
|
$2.57 Million
1.33% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
27,176
shares
|
$2.57 Million
0.21% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
27,175
shares
|
$2.57 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
27,168
shares
|
$2.57 Million
1.12% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,079
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
27,004
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
26,970
shares
|
$2.55 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
26,903
shares
|
$2.54 Million
0.18% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
26,856
shares
|
$2.54 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,837
shares
|
$2.54 Million
0.18% of portfolio
|
Q3 2023
Reduced 6.93%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
26,782
shares
|
$2.53 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
26,732
shares
|
$2.53 Million
0.54% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
26,673
shares
|
$2.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
26,664
shares
|
$2.52 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
26,655
shares
|
$2.52 Million
0.11% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
26,537
shares
|
$2.51 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.56%
|