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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
8,280
shares
|
$741,308
0.07% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
8,242
shares
|
$737,906
0.7% of portfolio
|
Q1 2025
Reduced 20.5%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8,237
shares
|
$737,458
0.05% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,232
shares
|
$737,010
0.25% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,230
shares
|
$736,831
0.21% of portfolio
|
Q2 2022
Reduced 37.09%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
8,211
shares
|
$735,130
0.36% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,208
shares
|
$734,862
0.13% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
8,204
shares
|
$734,504
0.45% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
8,169
shares
|
$731,370
0.25% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
8,167
shares
|
$731,191
0.03% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
8,164
shares
|
$730,922
0.63% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
8,150
shares
|
$729,669
0.53% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
8,142
shares
|
$728,953
0.06% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
8,131
shares
|
$727,968
0.0% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,121
shares
|
$727,073
0.05% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,114
shares
|
$726,446
0.06% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
8,094
shares
|
$724,655
0.52% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
8,069
shares
|
$722,417
0.32% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,061
shares
|
$721,701
0.13% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,051
shares
|
$720,806
0.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
8,051
shares
|
$720,806
0.14% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,045
shares
|
$720,268
0.07% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,038
shares
|
$719,642
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,031
shares
|
$719,015
0.35% of portfolio
|
Q1 2025
Reduced 49.89%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
8,013
shares
|
$717,403
0.03% of portfolio
|
Q1 2025
Added 128.55%
|