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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,596
shares
|
$590,539
0.01% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
6,539
shares
|
$585,436
0.22% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,524
shares
|
$584,093
0.3% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
6,523
shares
|
$584,004
0.13% of portfolio
|
Q1 2025
Added 41.4%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
6,518
shares
|
$583,556
0.03% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
6,509
shares
|
$582,750
0.13% of portfolio
|
Q1 2025
Added 40.34%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
6,457
shares
|
$578,095
0.11% of portfolio
|
Q1 2025
Added 48.92%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,452
shares
|
$577,647
0.23% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
6,452
shares
|
$577,647
0.13% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
6,445
shares
|
$577,020
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
6,400
shares
|
$572,992
0.19% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
6,381
shares
|
$571,290
0.05% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
6,378
shares
|
$571,022
0.24% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
6,377
shares
|
$570,932
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
6,372
shares
|
$570,485
0.25% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,361
shares
|
$569,500
0.04% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
6,328
shares
|
$566,545
0.2% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
6,327
shares
|
$566,456
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
6,321
shares
|
$565,919
0.07% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
6,312
shares
|
$565,113
0.31% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
6,311
shares
|
$565,023
0.1% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,296
shares
|
$563,680
0.02% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
6,287
shares
|
$562,875
0.05% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
6,285
shares
|
$562,696
0.25% of portfolio
|
Q1 2025
Added 50.18%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
6,285
shares
|
$562,696
0.19% of portfolio
|
Q4 2024
Reduced 5.03%
|