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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
14,783
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
14,779
shares
|
$1.23 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
14,701
shares
|
$1.23 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
14,675
shares
|
$1.22 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
14,601
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 30.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,597
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
14,522
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
14,407
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
14,362
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
14,341
shares
|
$1.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,327
shares
|
$1.2 Million
0.36% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
14,325
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
14,319
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
14,304
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
14,249
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,155
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.2%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
14,100
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
14,089
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
14,018
shares
|
$1.17 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 90.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
13,876
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
13,812
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
13,735
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
May 01, 2025 Q1 2025 |
13,688
shares
|
$1.14 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
13,630
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.83%
|