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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
26,719
shares
|
$2.23 Million
0.14% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
26,687
shares
|
$2.23 Million
0.89% of portfolio
|
Q1 2025
Added 310.76%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
26,534
shares
|
$2.21 Million
1.05% of portfolio
|
Q4 2023
Reduced 63.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
26,498
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,451
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
26,432
shares
|
$2.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
26,429
shares
|
$2.21 Million
0.62% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
26,419
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 166.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
26,382
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
26,350
shares
|
$2.2 Million
2.11% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
26,314
shares
|
$2.2 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,215
shares
|
$2.19 Million
0.2% of portfolio
|
Q4 2022
Added 23.3%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
26,165
shares
|
$2.18 Million
0.26% of portfolio
|
Q1 2022
Added 3.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
26,143
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
Added 18.84%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
26,053
shares
|
$2.17 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,974
shares
|
$2.17 Million
0.07% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
25,918
shares
|
$2.16 Million
0.61% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
25,906
shares
|
$2.16 Million
0.19% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
25,866
shares
|
$2.16 Million
1.36% of portfolio
|
Q3 2023
Reduced 44.95%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
25,805
shares
|
$2.15 Million
1.81% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
25,390
shares
|
$2.12 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
25,363
shares
|
$2.12 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
25,299
shares
|
$2.11 Million
0.1% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
25,285
shares
|
$2.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
25,092
shares
|
$2.09 Million
0.08% of portfolio
|
Q1 2025
Added 12.05%
|