Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,428 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $90.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
8,647
shares
|
$741,999
0.08% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
8,645
shares
|
$741,827
0.65% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
8,636
shares
|
$741,055
0.14% of portfolio
|
Q1 2025
Reduced 68.15%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
8,568
shares
|
$735,220
0.07% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
8,531
shares
|
$732,045
0.12% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
8,486
shares
|
$728,183
0.02% of portfolio
|
Q4 2024
Reduced 60.82%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
8,469
shares
|
$726,724
0.06% of portfolio
|
Q1 2025
Added 55.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
8,450
shares
|
$725,094
0.06% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
8,400
shares
|
$720,804
0.21% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
8,356
shares
|
$717,028
0.28% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
8,341
shares
|
$715,741
0.01% of portfolio
|
Q3 2022
Added 2375.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,307
shares
|
$712,823
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
8,297
shares
|
$711,965
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
8,284
shares
|
$710,850
0.04% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
8,284
shares
|
$710,850
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
8,283
shares
|
$710,764
0.08% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
8,280
shares
|
$710,506
0.07% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
8,242
shares
|
$707,246
0.7% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,232
shares
|
$706,387
0.25% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,230
shares
|
$706,216
0.21% of portfolio
|
Q2 2022
Reduced 37.09%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
8,225
shares
|
$705,787
0.09% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
8,215
shares
|
$704,929
0.05% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
8,211
shares
|
$704,585
0.38% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
8,204
shares
|
$703,985
0.45% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,181
shares
|
$702,011
0.56% of portfolio
|
Q4 2024
Added 0.5%
|