Medtronic PLC (MDT) Ownership

81.29 ↑0.72 (0.89%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Medtronic PLC (MDT), owning a total of 126.5 million shares. Combined, the top 26 institutional holders of MDT own 53.66% of the company with a total of 712.6 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of MDT by 5 million shares. 10 institutions bought 19,781,499 total additional shares and increased their ownership by an average of 14.34%. However 10 institutions sold 14,825,563 total shares and decreased their ownership by an average of 6.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Medtronic PLC increased by a net total of 4,955,936 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	9.531%	0.348%	126,548,056	438,864	2023-12-31
BlackRock Inc	8.930%	2.619%	118,573,188	3,025,839	2023-12-31
State Street Corporation	4.588%	2.396%	60,916,129	1,425,493	2023-12-31
Massachusetts Financial Services Company	2.176%	-9.926%	28,887,300	-3,183,182	2023-12-31
Capital Research Global Investors	2.172%	-10.236%	28,840,303	-3,288,638	2023-12-31
Geode Capital Management, LLC	2.013%	1.611%	26,727,530	423,713	2023-12-31
JPMorgan Chase & Co	1.912%	27.805%	25,385,137	5,522,685	2023-12-31
Wellington Management Company LLP	1.808%	-1.697%	24,011,819	-414,506	2023-12-31
Morgan Stanley - Brokerage Accounts	1.753%	-2.086%	23,281,910	-495,898	2023-12-31
Bank of America Corp	1.699%	-10.646%	22,563,469	-2,688,317	2023-12-31
Bank of New York Mellon Corp	1.588%	3.416%	21,089,132	696,665	2023-12-31
Franklin Resources Inc	1.458%	-0.469%	19,362,092	-91,134	2023-12-31
Deutsche Bank AG	1.305%	6.592%	17,330,926	1,071,816	2023-12-31
T. Rowe Price Associates, Inc.	1.160%	-13.701%	15,398,300	-2,444,569	2023-12-31
NORGES BANK	1.124%	9.211%	14,927,477	1,258,981	2023-12-31
Wells Fargo & Co	0.983%	-5.100%	13,051,946	-701,370	2023-12-31
Northern Trust Corp	0.959%	-6.483%	12,739,788	-883,145	2023-12-31
Sanders Capital, LLC	0.952%	2.821%	12,634,161	346,641	2023-12-31
Royal Bank of Canada	0.951%	-4.785%	12,632,301	-634,804	2023-12-31
Goldman Sachs Group Inc	0.904%	86.561%	12,006,506	5,570,802	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.531%	0.348%	126,548,056	438,864	2023-12-31
BlackRock Inc	8.930%	2.619%	118,573,188	3,025,839	2023-12-31
State Street Corporation	4.588%	2.396%	60,916,129	1,425,493	2023-12-31
Massachusetts Financial Services Company	2.176%	-9.926%	28,887,300	-3,183,182	2023-12-31
Capital Research Global Investors	2.172%	-10.236%	28,840,303	-3,288,638	2023-12-31
Geode Capital Management, LLC	2.013%	1.611%	26,727,530	423,713	2023-12-31
JPMorgan Chase & Co	1.912%	27.805%	25,385,137	5,522,685	2023-12-31
Wellington Management Company LLP	1.808%	-1.697%	24,011,819	-414,506	2023-12-31
Morgan Stanley - Brokerage Accounts	1.753%	-2.086%	23,281,910	-495,898	2023-12-31
Bank of America Corp	1.699%	-10.646%	22,563,469	-2,688,317	2023-12-31
Bank of New York Mellon Corp	1.588%	3.416%	21,089,132	696,665	2023-12-31
Franklin Resources Inc	1.458%	-0.469%	19,362,092	-91,134	2023-12-31
Deutsche Bank AG	1.305%	6.592%	17,330,926	1,071,816	2023-12-31
Ameriprise Financial Inc	1.209%	-3.251%	16,076,218	-540,170	2023-09-30
T. Rowe Price Associates, Inc.	1.160%	-13.701%	15,398,300	-2,444,569	2023-12-31
NORGES BANK	1.124%	9.211%	14,927,477	1,258,981	2023-12-31
Lazard Asset Management LLC	1.046%	-13.830%	13,914,717	-2,233,182	2022-09-30
Wells Fargo & Co	0.983%	-5.100%	13,051,946	-701,370	2023-12-31
Northern Trust Corp	0.959%	-6.483%	12,739,788	-883,145	2023-12-31
Sanders Capital, LLC	0.952%	2.821%	12,634,161	346,641	2023-12-31
Royal Bank of Canada	0.951%	-4.785%	12,632,301	-634,804	2023-12-31
Amvescap Plc.	0.935%	-3.041%	12,436,783	-390,036	2023-09-30
Goldman Sachs Group Inc	0.904%	86.561%	12,006,506	5,570,802	2023-12-31
American Century Companies Inc	0.901%	4.767%	11,990,457	545,538	2022-12-31
Charles Schwab Investment Management Inc	0.820%	17.074%	10,906,358	1,590,562	2023-03-31
Legal & General Group PLC	0.782%	2.894%	10,400,960	292,575	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Medtronic PLC (MDT), owning a total of 41.7 million shares. Combined, the top 27 mutual fund holders of MDT own 26.97% of the company with a total of 358.4 million shares.

In the latest ownership report on March 31st 2024, the top 27 fund holders increased their combined ownership of MDT by 622 thousand shares. 1 funds bought 23,000 total additional shares and increased their ownership by an average of 0.36%. However 3 funds sold 644,720 total shares and decreased their ownership by an average of 2.66%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Medtronic PLC decreased by a net total of -621,720 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.208%	-0.771%	16,044,991	-124,662	2024-03-31
Health Care Select Sector SPDR® ETF	0.751%	-0.502%	9,976,171	-50,288	2024-03-31
JPM US Equity Income-Composite	0.492%	-6.715%	6,526,177	-469,770	2024-03-31
State St S&P 500® Indx SL Cl III	0.487%	0.357%	6,462,419	23,000	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.143%	-0.212%	41,732,652	-88,766	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.097%	1.852%	41,207,916	749,279	2023-03-31
Vanguard Institutional 500 Index Trust	2.502%	1.022%	33,220,682	335,987	2024-02-29
Vanguard 500 Index Investor	2.408%	0.572%	32,044,709	182,307	2023-08-31
SPDR® S&P 500 ETF Trust	1.208%	-0.771%	16,044,991	-124,662	2024-03-31
Fidelity 500 Index	1.202%	1.017%	15,957,688	160,578	2024-02-29
Fidelity® 500 Index	1.167%	0.640%	15,511,704	98,711	2023-11-30
iShares Core S&P 500 ETF	1.038%	0.741%	13,783,828	101,376	2024-03-28
Vanguard Dividend Growth Inv	0.873%	-4.061%	11,596,337	-490,840	2023-12-31
Vanguard Windsor™ II Inv	0.844%	5.879%	11,204,721	622,100	2023-12-31
Vanguard Value Index Inv	0.837%	0.465%	11,107,792	51,445	2024-02-29
Health Care Select Sector SPDR® ETF	0.751%	-0.502%	9,976,171	-50,288	2024-03-31
Vanguard Institutional Index I	0.660%	-0.394%	8,765,168	-34,688	2024-02-29
Vanguard Dividend Appreciation ETF	0.578%	0.646%	7,671,576	49,200	2024-02-29
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
JPM US Equity Income-MA	0.548%	98,008.300%	7,279,637	7,272,217	2023-09-30
Capital Group American Mutual Comp	0.537%	-13.739%	7,123,863	-1,134,616	2023-12-31
American Funds American Mutual A	0.537%	-13.739%	7,123,863	-1,134,616	2023-12-31
JPMorgan Equity Income I	0.499%	-1.693%	6,622,919	-114,039	2024-02-29
JPM US Equity Income-Composite	0.492%	-6.715%	6,526,177	-469,770	2024-03-31
State St S&P 500® Indx SL Cl III	0.487%	0.357%	6,462,419	23,000	2024-03-31
iShares US Medical Devices ETF	0.484%	0.000%	6,419,647	0	2024-02-29
First Eagle Global A	0.476%	0.000%	6,323,862	0	2024-02-29
American Funds Capital Income Bldr A	0.451%	-31.523%	5,988,839	-2,756,946	2023-12-31
Vanguard High Dividend Yield ETF	0.446%	0.060%	5,925,205	3,550	2024-02-29