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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
8,213
shares
|
$776,785
0.05% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
8,211
shares
|
$776,596
0.36% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
8,208
shares
|
$776,312
0.13% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
8,205
shares
|
$776,028
0.01% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
8,205
shares
|
$776,028
0.27% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,194
shares
|
$774,988
0.02% of portfolio
|
Q2 2025
Added 17.56%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
8,169
shares
|
$772,624
0.25% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
8,164
shares
|
$772,151
0.63% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,121
shares
|
$768,084
0.05% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
8,113
shares
|
$767,327
0.01% of portfolio
|
Q2 2025
Reduced 93.91%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
8,108
shares
|
$766,854
0.03% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
8,107
shares
|
$766,760
0.26% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
8,075
shares
|
$763,733
0.49% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
8,072
shares
|
$763,449
0.03% of portfolio
|
Q2 2025
Reduced 94.64%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
8,067
shares
|
$762,976
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,051
shares
|
$761,463
0.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,045
shares
|
$760,896
0.07% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
8,040
shares
|
$760,423
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,989
shares
|
$755,599
0.35% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
7,988
shares
|
$755,505
0.24% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
7,946
shares
|
$751,532
0.57% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,927
shares
|
$749,735
0.06% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
7,912
shares
|
$748,316
0.04% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,846
shares
|
$742,074
0.02% of portfolio
|
Q2 2025
Added 27.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
7,824
shares
|
$739,993
0.17% of portfolio
|
Q2 2025
Reduced 0.27%
|