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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
7,804
shares
|
$738,102
0.42% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,803
shares
|
$738,007
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
7,800
shares
|
$737,724
0.0% of portfolio
|
Q2 2025
Reduced 71.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,790
shares
|
$736,778
0.03% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
7,785
shares
|
$736,305
0.06% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
7,772
shares
|
$735,075
0.06% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,736
shares
|
$731,670
0.03% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
7,708
shares
|
$729,022
0.13% of portfolio
|
Q2 2025
Added 101.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,701
shares
|
$728,360
0.08% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
7,679
shares
|
$726,279
0.06% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
7,669
shares
|
$725,334
0.1% of portfolio
|
Q2 2025
Added 62.93%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
7,669
shares
|
$725,334
0.45% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
7,662
shares
|
$724,671
0.65% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
7,659
shares
|
$724,388
0.15% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,650
shares
|
$723,537
0.02% of portfolio
|
Q2 2025
Reduced 81.64%
|
|
|
Nine Masts Capital LTD
|
Aug 13, 2025 Q2 2025 |
7,643
shares
|
$722,874
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,622
shares
|
$720,888
0.05% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
7,592
shares
|
$718,051
0.24% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,586
shares
|
$717,483
0.07% of portfolio
|
Q3 2023
Reduced 59.01%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
7,575
shares
|
$716,443
0.35% of portfolio
|
Q4 2022
Reduced 32.04%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
7,573
shares
|
$716,254
0.06% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,566
shares
|
$715,592
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
7,544
shares
|
$713,511
0.88% of portfolio
|
Q3 2023
Reduced 0.93%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,525
shares
|
$711,714
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,507
shares
|
$710,012
0.02% of portfolio
|
Q2 2024
Reduced 3.68%
|