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 |
|---|---|---|---|---|---|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
24,995
shares
|
$2.36 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
24,797
shares
|
$2.35 Million
1.11% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
24,777
shares
|
$2.34 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
24,774
shares
|
$2.34 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
24,518
shares
|
$2.32 Million
1.18% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
24,378
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
24,352
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
24,349
shares
|
$2.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
24,172
shares
|
$2.29 Million
0.55% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
24,123
shares
|
$2.28 Million
1.12% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
24,022
shares
|
$2.27 Million
1.13% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
24,008
shares
|
$2.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
23,707
shares
|
$2.24 Million
0.92% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
23,615
shares
|
$2.23 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,559
shares
|
$2.23 Million
0.15% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
23,390
shares
|
$2.21 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
23,239
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2025
Added 40.99%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
23,232
shares
|
$2.2 Million
0.21% of portfolio
|
Q4 2023
Reduced 4.33%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
23,094
shares
|
$2.18 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
23,010
shares
|
$2.18 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
22,955
shares
|
$2.17 Million
1.66% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
22,844
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
22,800
shares
|
$2.16 Million
0.06% of portfolio
|
Q1 2023
Reduced 1.72%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,778
shares
|
$2.15 Million
0.53% of portfolio
|
Q2 2022
Reduced 39.41%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
22,772
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2025
Added 12.38%
|