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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
18,785
shares
|
$1.57 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
18,783
shares
|
$1.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,763
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
18,622
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,617
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 90.4%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
18,565
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
18,543
shares
|
$1.55 Million
0.59% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
18,499
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
18,491
shares
|
$1.54 Million
0.99% of portfolio
|
Q4 2024
Added 185.71%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,255
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
18,212
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,155
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
18,021
shares
|
$1.5 Million
0.35% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
18,020
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
18,006
shares
|
$1.5 Million
0.64% of portfolio
|
Q4 2023
Reduced 5.26%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
17,942
shares
|
$1.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
17,900
shares
|
$1.49 Million
0.8% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
17,889
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
17,854
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
17,814
shares
|
$1.49 Million
0.34% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
17,759
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,700
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
17,687
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
17,599
shares
|
$1.47 Million
0.54% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
17,594
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.98%
|