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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,073
shares
|
$96,065
0.09% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,045
shares
|
$93,558
0.0% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,031
shares
|
$92,305
0.01% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,025
shares
|
$91,768
0.02% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,017
shares
|
$91,052
0.01% of portfolio
|
Q1 2025
Reduced 63.05%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,010
shares
|
$90,425
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
1,007
shares
|
$90,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
993
shares
|
$88,903
0.04% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
991
shares
|
$88,724
0.08% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
985
shares
|
$88,187
0.0% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
980
shares
|
$87,739
0.03% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
975
shares
|
$87,291
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
961
shares
|
$86,038
0.19% of portfolio
|
Q3 2022
Reduced 8.39%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
955
shares
|
$85,501
0.03% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
954
shares
|
$85,411
0.01% of portfolio
|
Q2 2025
Reduced 41.44%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
950
shares
|
$85,053
0.04% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
923
shares
|
$82,636
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
902
shares
|
$80,756
0.01% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
872
shares
|
$78,070
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
869
shares
|
$77,801
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
863
shares
|
$77,264
0.01% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
857
shares
|
$76,727
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
850
shares
|
$76,100
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
847
shares
|
$75,831
0.03% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
831
shares
|
$74,399
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|