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 1.07 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
654
shares
|
$62,967
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
646
shares
|
$62,196
0.05% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
628
shares
|
$60,463
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
628
shares
|
$60,463
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
611
shares
|
$58,827
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
601
shares
|
$57,864
0.01% of portfolio
|
Q2 2025
Reduced 40.26%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
600
shares
|
$57,768
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
600
shares
|
$57,768
0.01% of portfolio
|
Q2 2025
Reduced 72.09%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
599
shares
|
$57,671
0.02% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
593
shares
|
$57,094
0.0% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
589
shares
|
$56,708
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
583
shares
|
$56,131
0.04% of portfolio
|
Q2 2025
Reduced 82.09%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
570
shares
|
$54,879
0.01% of portfolio
|
Q2 2025
Added 42.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
550
shares
|
$52,954
0.01% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
531
shares
|
$51,124
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
515
shares
|
$49,584
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
508
shares
|
$48,910
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
501
shares
|
$48,236
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
500
shares
|
$48,140
0.03% of portfolio
|
Q2 2023
Reduced 54.55%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
500
shares
|
$48,140
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
500
shares
|
$48,140
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
500
shares
|
$48,140
0.02% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
475
shares
|
$45,733
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
474
shares
|
$45,636
0.01% of portfolio
|
Q1 2024
Reduced 29.15%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
471
shares
|
$45,347
0.01% of portfolio
|
Q3 2025
Reduced 28.64%
|
|