Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,399 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 $88.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
2,773
shares
|
$235,039
0.17% of portfolio
|
Q4 2024
Added 15.64%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,773
shares
|
$235,039
0.08% of portfolio
|
Q4 2024
New holding
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2,769
shares
|
$234,700
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
2,765
shares
|
$234,361
0.22% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
2,760
shares
|
$233,937
0.01% of portfolio
|
Q4 2024
Added 10.62%
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,759
shares
|
$233,852
0.2% of portfolio
|
Q1 2025
Added 0.58%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,756
shares
|
$233,598
0.23% of portfolio
|
Q1 2025
Added 8.16%
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,751
shares
|
$233,174
0.04% of portfolio
|
Q4 2024
Added 1.21%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,742
shares
|
$232,411
0.06% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,740
shares
|
$232,242
0.1% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,739
shares
|
$232,157
0.07% of portfolio
|
Q1 2025
New holding
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
2,739
shares
|
$232,157
0.14% of portfolio
|
Q1 2025
New holding
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,738
shares
|
$232,072
0.13% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
2,738
shares
|
$232,072
0.16% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
2,735
shares
|
$231,818
0.1% of portfolio
|
Q4 2024
Added 12.32%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,728
shares
|
$231,225
0.06% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,725
shares
|
$230,971
0.11% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
2,713
shares
|
$229,953
0.04% of portfolio
|
Q1 2025
Reduced 34.5%
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,705
shares
|
$229,275
0.05% of portfolio
|
Q2 2024
Added 1.88%
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,704
shares
|
$229,191
0.08% of portfolio
|
Q4 2024
New holding
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,701
shares
|
$228,936
0.02% of portfolio
|
Q1 2025
New holding
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
2,676
shares
|
$226,817
0.14% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
2,675
shares
|
$226,733
0.15% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,673
shares
|
$226,563
0.01% of portfolio
|
Q4 2024
Added 8.44%
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
2,669
shares
|
$226,224
0.2% of portfolio
|
Q1 2025
Reduced 1.73%
|