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 |
|---|---|---|---|---|---|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
6,854
shares
|
$648,251
0.37% of portfolio
|
Q1 2025
Added 104.35%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,846
shares
|
$647,494
0.04% of portfolio
|
Q2 2024
Reduced 22.2%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
6,842
shares
|
$647,116
0.04% of portfolio
|
Q2 2025
Added 65.75%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
6,835
shares
|
$646,454
0.22% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
6,788
shares
|
$642,009
0.28% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,751
shares
|
$638,509
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
6,734
shares
|
$636,901
0.07% of portfolio
|
Q2 2025
Added 32.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,730
shares
|
$636,523
0.01% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,710
shares
|
$634,631
0.17% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,678
shares
|
$631,605
0.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
6,660
shares
|
$629,902
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
6,652
shares
|
$629,146
0.1% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
6,652
shares
|
$629,146
0.08% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
6,650
shares
|
$628,957
0.17% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
6,648
shares
|
$628,767
0.19% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
6,614
shares
|
$625,552
0.31% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
6,613
shares
|
$625,457
0.31% of portfolio
|
Q4 2022
Added 23.77%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
6,556
shares
|
$620,066
0.47% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
6,550
shares
|
$619,499
0.28% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,538
shares
|
$618,364
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
6,535
shares
|
$618,080
0.19% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
6,523
shares
|
$616,945
0.4% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
6,523
shares
|
$616,945
0.11% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,479
shares
|
$612,783
0.03% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,452
shares
|
$610,230
0.23% of portfolio
|
Q2 2025
Reduced 3.85%
|