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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
23,232
shares
|
$1.88 Million
0.21% of portfolio
|
Q4 2023
Reduced 4.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
23,206
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,139
shares
|
$1.87 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
23,075
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
23,013
shares
|
$1.86 Million
0.9% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,010
shares
|
$1.86 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
22,867
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
22,800
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2023
Reduced 1.72%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,778
shares
|
$1.85 Million
0.53% of portfolio
|
Q2 2022
Reduced 39.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
22,778
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,705
shares
|
$1.84 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
22,695
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
22,560
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
22,384
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
22,357
shares
|
$1.81 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
22,289
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 50.63%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
22,261
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
22,254
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2022
Added 24.51%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
21,998
shares
|
$1.78 Million
0.35% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
21,884
shares
|
$1.77 Million
1.27% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
21,831
shares
|
$1.77 Million
2.63% of portfolio
|
Q3 2023
Reduced 39.01%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
21,774
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2024
Added 5.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
21,770
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
21,758
shares
|
$1.76 Million
1.08% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
21,676
shares
|
$1.76 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.72%
|