HOTCHKIS & WILEY’s MDT Holdings & Trades

First Buy
Q1 2015
Duration Held
43 Quarters
Largest Add
Q1 2015
+5.75 M Shares
Current Position
5.82 M Shares
$554.49 M Value

HOTCHKIS & WILEY's MDT Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 5.82 M shares of Medtronic plc (MDT) worth $554.49 M, representing 1.71% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.

Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in MDT, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 1.47 M shares. Largest reduction occurred in Q1 2016, reducing 1.51 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Medtronic plc (MDT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Medtronic plc (MDT) Trades by HOTCHKIS & WILEY

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2015 +5.75 M New Buy 5.75 M $77.99
Q2 2015 -133,508 Reduce 2.32% 5.62 M $74.10
Q3 2015 -329,058 Reduce 5.86% 5.29 M $66.94
Q4 2015 -1.41 M Reduce 26.64% 3.88 M $76.92
Q1 2016 -1.51 M Reduce 38.83% 2.37 M $75.00
Q2 2016 -720,349 Reduce 30.34% 1.65 M $86.77
Q3 2016 -640,730 Reduce 38.75% 1.01 M $86.40
Q4 2016 +238,419 Add 23.54% 1.25 M $71.23
Q1 2017 -15,554 Reduce 1.24% 1.24 M $80.56
Q2 2017 +991,800 Add 80.26% 2.23 M $88.75
Q3 2017 +9,200 Add 0.41% 2.24 M $77.77
Q4 2017 +244,100 Add 10.91% 2.48 M $80.75
Q1 2018 +1.38 M Add 55.70% 3.86 M $80.22
Q2 2018 -235,200 Reduce 6.09% 3.63 M $85.61
Q3 2018 -443,726 Reduce 12.23% 3.18 M $98.37
Q4 2018 -452,295 Reduce 14.21% 2.73 M $90.96
Q1 2019 +1.39 M Add 50.74% 4.12 M $91.08
Q2 2019 +487,742 Add 11.85% 4.61 M $97.39
Q3 2019 -666,230 Reduce 14.47% 3.94 M $108.62
Q4 2019 +373,706 Add 9.49% 4.31 M $113.45
Q1 2020 -140,910 Reduce 3.27% 4.17 M $90.18
Q2 2020 +34,865 Add 0.84% 4.21 M $91.70
Q3 2020 -445,652 Reduce 10.59% 3.76 M $103.92
Q4 2020 +49,950 Add 1.33% 3.81 M $117.14
Q1 2021 -105,000 Reduce 2.76% 3.71 M $118.13
Q2 2021 -650,982 Reduce 17.57% 3.06 M $124.13
Q3 2021 -117,250 Reduce 3.84% 2.94 M $125.35
Q4 2021 +301,230 Add 10.25% 3.24 M $103.45
Q1 2022 -340,840 Reduce 10.52% 2.9 M $110.95
Q2 2022 -243,243 Reduce 8.39% 2.65 M $89.75
Q3 2022 -46,500 Reduce 1.75% 2.61 M $80.75
Q4 2022 +1.47 M Add 56.35% 4.08 M $77.72
Q1 2023 +489,710 Add 12.01% 4.57 M $80.62
Q2 2023 +405,930 Add 8.89% 4.97 M $88.10
Q3 2023 -55,480 Reduce 1.12% 4.92 M $78.36
Q4 2023 +1.32 M Add 26.81% 6.24 M $82.38
Q1 2024 +1.01 M Add 16.12% 7.24 M $87.15
Q2 2024 -63,124 Reduce 0.87% 7.18 M $78.71
Q3 2024 -396,725 Reduce 5.53% 6.78 M $90.03
Q4 2024 +838,082 Add 12.36% 7.62 M $79.88
Q1 2025 -1.39 M Reduce 18.27% 6.23 M $89.86
Q2 2025 -296,385 Reduce 4.76% 5.93 M $87.17
Q3 2025 -109,934 Reduce 1.85% 5.82 M $95.24

HOTCHKIS & WILEY's Medtronic plc Investment FAQs

HOTCHKIS & WILEY first purchased Medtronic plc (MDT) in Q1 2015, acquiring 5,753,016 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Medtronic plc (MDT) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's largest addition to Medtronic plc (MDT) was in Q1 2015, adding 5,753,016 shares worth $448.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 5,821,987 shares of Medtronic plc (MDT), valued at approximately $554.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Medtronic plc (MDT) represents approximately 1.71% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY's peak holding in Medtronic plc (MDT) was 7,620,532 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.