Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,445 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 $96.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
121
shares
|
$11,089
0.0% of portfolio
|
Q4 2024
Reduced 83.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$10,998
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
119
shares
|
$10,906
0.01% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$10,906
0.0% of portfolio
|
Q1 2023
Reduced 38.66%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
118
shares
|
$10,814
0.0% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
115
shares
|
$10,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
113
shares
|
$10,356
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
112
shares
|
$10,264
0.0% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
109
shares
|
$9,989
0.01% of portfolio
|
Q2 2023
Reduced 34.34%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
109
shares
|
$9,989
0.0% of portfolio
|
Q2 2025
Reduced 46.04%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
109
shares
|
$9,989
0.01% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
108
shares
|
$9,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
106
shares
|
$9,714
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
105
shares
|
$9,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
103
shares
|
$9,439
0.0% of portfolio
|
Q3 2024
Reduced 64.36%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
102
shares
|
$9,348
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
100
shares
|
$9,165
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
100
shares
|
$9,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
100
shares
|
$9,165
0.0% of portfolio
|
Q2 2025
Reduced 64.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
100
shares
|
$9,165
0.0% of portfolio
|
Q2 2024
Reduced 31.03%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
100
shares
|
$9,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
95
shares
|
$8,706
0.0% of portfolio
|
Q3 2022
Reduced 13.64%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
92
shares
|
$8,431
0.0% of portfolio
|
Q3 2023
Reduced 35.21%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
86
shares
|
$7,881
0.0% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$7,698
0.0% of portfolio
|
Q4 2024
Added 180.0%
|