Institutional Ownership Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT). We have compiled data on the 2,502 institutions that hold shares in the stock, with a total of 1.08 Billion shares, which have been reported (via 13F filing form) to have a value of $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
28
shares
|
$2,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
28
shares
|
$2,691
0.0% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
27
shares
|
$2,595
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
27
shares
|
$2,595
0.0% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$2,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
23
shares
|
$2,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
23
shares
|
$2,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
22
shares
|
$2,115
0.02% of portfolio
|
Q2 2025
Reduced 52.17%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
20
shares
|
$1,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
20
shares
|
$1,922
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
18
shares
|
$1,730
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
18
shares
|
$1,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
17
shares
|
$1,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
17
shares
|
$1,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,634
0.0% of portfolio
|
Q3 2025
Added 41.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
16
shares
|
$1,538
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
11
shares
|
$1,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
11
shares
|
$1,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,057
0.0% of portfolio
|
Q3 2025
Reduced 86.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
11
shares
|
$1,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$961
0.0% of portfolio
|
Q2 2024
Reduced 91.45%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
10
shares
|
$961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9
shares
|
$865
0.0% of portfolio
|
Q4 2018
Reduced 86.15%
|