Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,443 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 $94.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
14,509
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
14,362
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
14,304
shares
|
$1.28 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
14,267
shares
|
$1.28 Million
0.67% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,216
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
14,176
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 88.57%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,155
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.2%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
14,133
shares
|
$1.27 Million
0.49% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
14,110
shares
|
$1.26 Million
0.28% of portfolio
|
Q1 2025
Reduced 57.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
14,110
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
14,100
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
14,052
shares
|
$1.26 Million
0.45% of portfolio
|
Q2 2025
Added 206.54%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
14,049
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
13,960
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,876
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
13,846
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
13,838
shares
|
$1.24 Million
0.33% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
13,772
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
13,754
shares
|
$1.23 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,714
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
13,688
shares
|
$1.23 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
13,677
shares
|
$1.22 Million
0.32% of portfolio
|
Q1 2025
Reduced 49.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
13,667
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Added 78.05%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
13,626
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
13,604
shares
|
$1.22 Million
0.24% of portfolio
|
Q1 2025
Added 11.09%
|