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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,607
shares
|
$246,570
0.01% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,594
shares
|
$245,340
0.1% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,586
shares
|
$244,583
0.03% of portfolio
|
Q2 2022
Reduced 7.18%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
2,586
shares
|
$244,583
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,586
shares
|
$244,583
0.18% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,581
shares
|
$244,110
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,575
shares
|
$243,543
0.08% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,570
shares
|
$243,070
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,570
shares
|
$243,070
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
2,567
shares
|
$242,786
0.1% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,567
shares
|
$242,786
0.13% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
2,560
shares
|
$242,124
0.08% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,547
shares
|
$240,895
0.12% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,540
shares
|
$240,233
0.03% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$240,233
0.05% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,536
shares
|
$239,854
0.04% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,535
shares
|
$239,760
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
2,529
shares
|
$239,192
0.02% of portfolio
|
Q2 2025
Reduced 93.9%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,526
shares
|
$238,909
0.15% of portfolio
|
Q2 2023
Reduced 30.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,525
shares
|
$238,814
0.01% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,516
shares
|
$237,963
0.04% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,513
shares
|
$237,679
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,512
shares
|
$237,584
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$236,450
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,499
shares
|
$236,355
0.06% of portfolio
|
Q2 2025
Reduced 2.95%
|