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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
14,283
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.32%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
14,237
shares
|
$1.35 Million
0.61% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
14,197
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Added 77.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,170
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,155
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.2%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
14,133
shares
|
$1.34 Million
0.49% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,084
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
14,073
shares
|
$1.33 Million
0.83% of portfolio
|
Q2 2025
Reduced 48.74%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
14,052
shares
|
$1.33 Million
0.45% of portfolio
|
Q2 2025
Added 206.54%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
14,049
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
13,960
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
13,878
shares
|
$1.31 Million
0.19% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,852
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
13,846
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,841
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
13,838
shares
|
$1.31 Million
0.33% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
13,804
shares
|
$1.31 Million
0.22% of portfolio
|
Q2 2025
Added 43.42%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
13,776
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Added 133.02%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
13,746
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
13,743
shares
|
$1.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 22.85%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,636
shares
|
$1.29 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
13,626
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
13,604
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
13,551
shares
|
$1.28 Million
0.47% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
13,479
shares
|
$1.27 Million
1.02% of portfolio
|
Q1 2023
Added 9.03%
|