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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,935
shares
|
$620,890
0.01% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,935
shares
|
$620,890
0.13% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
6,925
shares
|
$619,995
0.4% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
6,897
shares
|
$617,488
0.19% of portfolio
|
Q2 2025
Added 15.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,897
shares
|
$617,488
0.02% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,894
shares
|
$617,219
0.08% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,855
shares
|
$613,728
0.04% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
6,854
shares
|
$613,638
0.36% of portfolio
|
Q1 2025
Added 104.35%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,846
shares
|
$612,922
0.04% of portfolio
|
Q2 2024
Reduced 22.2%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
6,835
shares
|
$611,937
0.22% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
6,788
shares
|
$607,729
0.28% of portfolio
|
Q2 2025
Reduced 31.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
6,766
shares
|
$605,759
0.01% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
6,762
shares
|
$605,401
0.01% of portfolio
|
Q1 2025
Reduced 94.61%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
6,762
shares
|
$605,401
0.49% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,751
shares
|
$604,417
0.03% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
6,731
shares
|
$602,626
0.03% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
6,725
shares
|
$602,089
0.09% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,710
shares
|
$600,746
0.17% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
6,708
shares
|
$600,567
0.17% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
6,675
shares
|
$597,612
0.17% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
6,673
shares
|
$597,433
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
6,661
shares
|
$596,359
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
6,650
shares
|
$595,374
0.17% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,644
shares
|
$594,837
0.1% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
6,613
shares
|
$592,061
0.31% of portfolio
|
Q4 2022
Added 23.77%
|