Richard Pzena's MDT Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 5.9M shares of Medtronic plc (MDT) worth $564.59 M, representing 1.82% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in MDT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 3.0M shares. Largest reduction occurred in Q3 2025, reducing 2.9M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Medtronic plc (MDT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Medtronic plc (MDT) Trades by Richard Pzena
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +4,287 | New Buy | 4,287 | $71.15 |
| Q1 2017 | +273 | Add 6.37% | 4,560 | $80.48 |
| Q2 2017 | -4,560 | Sold Out | 4,560 | $0.00 |
| Q1 2023 | +1.17 M | New Buy | 1.17 M | $80.62 |
| Q2 2023 | +1.52 M | Add 129.51% | 2.69 M | $88.10 |
| Q3 2023 | +3.04 M | Add 112.78% | 5.73 M | $78.36 |
| Q4 2023 | +1.77 M | Add 30.89% | 7.5 M | $82.38 |
| Q1 2024 | +168,630 | Add 2.25% | 7.67 M | $87.15 |
| Q2 2024 | +637,931 | Add 8.32% | 8.31 M | $78.71 |
| Q3 2024 | +275,870 | Add 3.32% | 8.58 M | $90.03 |
| Q4 2024 | -367,976 | Reduce 4.29% | 8.22 M | $79.88 |
| Q1 2025 | +171,205 | Add 2.08% | 8.39 M | $89.86 |
| Q2 2025 | +469,069 | Add 5.59% | 8.86 M | $87.17 |
| Q3 2025 | -2.93 M | Reduce 33.06% | 5.93 M | $95.24 |
Richard Pzena's Medtronic plc Investment FAQs
Richard Pzena first purchased Medtronic plc (MDT) in Q4 2016, acquiring 4,287 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Medtronic plc (MDT) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Medtronic plc (MDT) was in Q3 2023, adding 5,730,577 shares worth $449.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 5,928,086 shares of Medtronic plc (MDT), valued at approximately $564.59 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 1.82% of Richard Pzena'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.
Richard Pzena's peak holding in Medtronic plc (MDT) was 8,855,291 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.