Medtronic PLC (MDT) Ownership

86.21 ↑1.47 (1.73%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Medtronic PLC (MDT), owning a total of 123.4 million shares. Combined, the top 28 institutional holders of MDT own 62.00% of the company with a total of 796.3 million shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders decreased their combined ownership of MDT by 3.5 million shares. 1 institutions bought 899,967 total additional shares and increased their ownership by an average of 2.84%. However 3 institutions sold 4,391,240 total shares and decreased their ownership by an average of 3.7%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Medtronic PLC decreased by a net total of -3,491,273 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.625%	-2.494%	123,448,992	-3,158,079	2024-09-30
Capital Research Global Investors	2.544%	2.836%	32,631,985	899,967	2024-09-30
Massachusetts Financial Services Company	1.905%	-1.399%	24,427,169	-346,670	2024-09-30
Northern Trust Corp	0.888%	-7.218%	11,395,057	-886,491	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.625%	-2.494%	123,448,992	-3,158,079	2024-09-30
BlackRock Inc	8.724%	-1.832%	111,892,378	-2,088,286	2024-06-30
State Street Corp	4.695%	0.235%	60,211,340	141,196	2024-06-30
State Street Corporation	4.684%	-1.389%	60,070,144	-845,985	2024-03-31
Morgan Stanley - Brokerage Accounts	4.408%	4.690%	56,538,942	2,533,084	2024-06-30
Capital Research Global Investors	2.544%	2.836%	32,631,985	899,967	2024-09-30
JPMorgan Chase & Co	2.227%	-9.681%	28,565,053	-3,061,843	2024-06-30
Geode Capital Management, LLC	2.094%	0.788%	26,856,989	210,063	2024-06-30
Massachusetts Financial Services Company	1.905%	-1.399%	24,427,169	-346,670	2024-09-30
Bank of America Corp	1.678%	-6.698%	21,518,030	-1,544,768	2024-06-30
Wellington Management Company LLP	1.656%	-9.314%	21,238,575	-2,181,380	2024-06-30
Bank of New York Mellon Corp	1.637%	-3.766%	20,995,467	-821,596	2024-06-30
Franklin Resources Inc	1.536%	1.343%	19,694,694	260,998	2024-06-30
Deutsche Bank AG	1.299%	-2.202%	16,659,234	-375,094	2024-06-30
NORGES BANK	1.215%	4.360%	15,578,354	650,877	2024-06-30
T. Rowe Price Associates, Inc.	1.163%	-3.138%	14,915,087	-483,213	2024-03-31
Lazard Asset Management LLC	1.046%	-13.830%	13,914,717	-2,233,182	2022-09-30
Wells Fargo & Co	0.995%	-5.100%	13,051,946	-701,370	2023-12-31
Sanders Capital, LLC	0.998%	0.740%	12,800,639	94,054	2024-06-30
Goldman Sachs Group Inc	0.916%	86.561%	12,006,506	5,570,802	2023-12-31
Legal & General Group PLC	0.905%	-0.711%	11,603,317	-83,060	2024-06-30
Royal Bank of Canada	0.890%	-11.560%	11,410,620	-1,491,435	2024-06-30
Northern Trust Corp	0.888%	-7.218%	11,395,057	-886,491	2024-09-30
American Century Companies Inc	0.879%	0.499%	11,265,913	55,966	2024-03-31
Charles Schwab Investment Management Inc	0.875%	1.159%	11,217,885	128,485	2024-03-31
Ameriprise Financial Inc	0.851%	-2.621%	10,914,712	-293,735	2024-06-30
Amvescap Plc.	0.840%	5.235%	10,776,796	536,126	2024-06-30
AllianceBernstein L.P.	0.834%	-3.305%	10,702,284	-365,756	2024-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Medtronic PLC (MDT), owning a total of 41.2 million shares. Combined, the top 32 mutual fund holders of MDT own 30.72% of the company with a total of 399.2 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of MDT by 351 thousand shares. 7 funds bought 548,137 total additional shares and increased their ownership by an average of 0.39%. However 3 funds sold 196,652 total shares and decreased their ownership by an average of 0.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Medtronic PLC increased by a net total of 351,485 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.160%	-0.348%	40,523,205	-141,441	2024-10-31
Vanguard Institutional 500 Index Trust	2.651%	1.169%	33,994,796	392,831	2024-10-31
SPDR® S&P 500® ETF Trust	1.217%	0.387%	15,615,007	60,148	2024-10-31
iShares Core S&P 500 ETF	1.113%	0.154%	14,279,307	21,982	2024-10-31
Vanguard Value Index Inv	0.848%	0.255%	10,873,409	27,627	2024-10-31
The Health Care Select Sector SPDR® ETF	0.734%	-0.554%	9,415,210	-52,470	2024-10-31
Vanguard Institutional Index I	0.636%	-0.034%	8,151,554	-2,741	2024-10-31
Vanguard Dividend Appreciation ETF	0.541%	0.232%	6,944,082	16,046	2024-10-31
First Eagle Global A	0.519%	0.000%	6,658,084	0	2024-10-31
State St S&P 500® Indx SL Cl III	0.485%	0.292%	6,217,878	18,100	2024-10-31
Vanguard High Dividend Yield ETF	0.411%	0.217%	5,272,905	11,403	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.097%	1.852%	41,207,916	749,279	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.160%	-0.348%	40,523,205	-141,441	2024-10-31
Vanguard Institutional 500 Index Trust	2.651%	1.169%	33,994,796	392,831	2024-10-31
Vanguard 500 Index Investor	2.408%	0.572%	32,044,709	182,307	2023-08-31
SPDR® S&P 500 ETF Trust	1.212%	0.700%	15,895,081	110,460	2024-05-30
Fidelity 500 Index	1.229%	-3.616%	15,767,082	-591,478	2024-09-30
SPDR® S&P 500® ETF Trust	1.217%	0.387%	15,615,007	60,148	2024-10-31
Fidelity® 500 Index	1.167%	0.640%	15,511,704	98,711	2023-11-30
iShares Core S&P 500 ETF	1.113%	0.154%	14,279,307	21,982	2024-10-31
Vanguard Value Index Inv	0.848%	0.255%	10,873,409	27,627	2024-10-31
Vanguard Dividend Growth Inv	0.840%	-1.460%	10,777,208	-159,630	2024-09-30
Health Care Select Sector SPDR® ETF	0.735%	-0.224%	9,634,858	-21,588	2024-05-30
The Health Care Select Sector SPDR® ETF	0.734%	-0.554%	9,415,210	-52,470	2024-10-31
Vanguard Windsor™ II Inv	0.698%	-23.239%	8,954,130	-2,710,791	2024-09-30
Vanguard Institutional Index I	0.636%	-0.034%	8,151,554	-2,741	2024-10-31
MFS Large Cap Value Equity	0.571%	-0.919%	7,591,500	-70,424	2023-06-30
MFS Large Cap Value (SMA)	0.572%	0.000%	7,591,500	7,591,500	2023-06-30
MFS Value A	0.567%	-0.577%	7,547,722	-43,778	2023-07-31
American Funds American Mutual A	0.582%	-7.880%	7,468,828	-638,908	2024-09-30
Capital Group American Mutual Comp	0.582%	-7.880%	7,468,828	-638,908	2024-09-30
JPM US Equity Income-MA	0.548%	98,008.300%	7,279,637	7,272,217	2023-09-30
Capital Group Investment Co of Amer Comp	0.548%	20.514%	7,023,466	1,195,548	2024-09-30
American Funds Invmt Co of Amer A	0.548%	20.514%	7,023,466	1,195,548	2024-09-30
Vanguard Dividend Appreciation ETF	0.541%	0.232%	6,944,082	16,046	2024-10-31
American Funds Income Fund of Amer A	0.519%	0.000%	6,661,166	0	2024-09-30
First Eagle Global A	0.519%	0.000%	6,658,084	0	2024-10-31
JPM US Equity Income-Composite	0.509%	-6.715%	6,526,177	-469,770	2024-03-31
JPMorgan Equity Income I	0.498%	-1.461%	6,526,177	-96,742	2024-03-31
iShares US Medical Devices ETF	0.484%	0.000%	6,419,647	0	2024-02-29
American Funds Capital Income Bldr A	0.491%	3.089%	6,290,658	188,470	2024-09-30
State St S&P 500® Indx SL Cl III	0.485%	0.292%	6,217,878	18,100	2024-10-31
Vanguard High Dividend Yield ETF	0.411%	0.217%	5,272,905	11,403	2024-10-31