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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,889
shares
|
$273,241
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,888
shares
|
$273,147
0.05% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,887
shares
|
$273,052
0.04% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Henry James International Management Inc.
|
Aug 14, 2025 Q2 2025 |
2,885
shares
|
$272,863
0.09% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,882
shares
|
$272,579
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
2,879
shares
|
$272,295
0.16% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
2,871
shares
|
$271,539
0.29% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
2,869
shares
|
$271,350
0.07% of portfolio
|
Q2 2025
Reduced 66.78%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
2,868
shares
|
$271,255
0.07% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,866
shares
|
$271,066
0.02% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
2,856
shares
|
$270,120
0.12% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,842
shares
|
$268,796
0.01% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,840
shares
|
$268,607
0.07% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
2,839
shares
|
$268,512
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,836
shares
|
$268,228
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,828
shares
|
$267,472
0.03% of portfolio
|
Q2 2025
Reduced 18.74%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
2,827
shares
|
$267,377
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,820
shares
|
$266,715
0.15% of portfolio
|
Q2 2023
Reduced 0.77%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
2,818
shares
|
$266,526
0.11% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,813
shares
|
$266,053
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
2,812
shares
|
$265,958
0.33% of portfolio
|
Q3 2023
Added 11.94%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
2,799
shares
|
$264,729
0.12% of portfolio
|
Q2 2025
Reduced 30.96%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,796
shares
|
$264,445
0.06% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,780
shares
|
$262,932
0.0% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,778
shares
|
$262,743
0.22% of portfolio
|
Q2 2025
New holding
|