🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Medtronic plc

MDT Healthcare
$79.75 +$0.38 (0.48%)
Market Cap: $102.39 B
Gurus Holding
16
Popularity Rank
#94
% of Shares Held
1.93%
Net Activity (Q4 2025)
-$427.07 M

Guru Ownership Trend

Guru Analysis for Medtronic plc (MDT)

Medtronic plc (MDT), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.97 B.

Top institutional holders include First Eagle Investment and HOTCHKIS & WILEY.

Institutional sentiment is currently Bearish. This is evidenced by a $427.07 M net outflow during the quarter.

Recent activity highlights John Hussman who opened a new position. Conversely, HOTCHKIS & WILEY reduced exposure by 17.2%.

Key Holders

Top 5 by Value

$463.08 M
$294.82 M
$273.56 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$7.49 M
Total Buy Value
New Buys 2
Additions 2
-$434.56 M
Total Sell Value
Reductions 12
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
12
Net Buyers
4

FAQs for Medtronic plc (MDT)

Major holders include First Eagle Investment ($939.01 M), HOTCHKIS & WILEY ($463.08 M), Cliff Asness ($294.82 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 24.72 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $427.07 M, with 4 managers increasing positions and 12 managers reducing holdings.

During the most recent reporting period, 12 managers trimmed their positions, while 0 fully exited MDT. The total reported sell value was $434.56 M.

Yes, 2 managers opened new positions in MDT, and 2 increased their existing holdings. The total reported buy value was $7.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.65% Add 0.4% 9,775,234 $939.01 M Q4 2025
1.38% Reduce -17.2% 4,820,704 $463.08 M Q4 2025
0.15% Reduce -7.8% 3,069,104 $294.82 M Q4 2025
0.89% Reduce -1.9% 3,157,015 $273.56 M Q1 2026
1.14% Reduce -15.5% 2,307,586 $221.67 M Q4 2025
0.38% Reduce -4.1% 412,750 $39.65 M Q4 2025
0.11% Add 4.2% 300,151 $28.83 M Q4 2025
0.10% Reduce -16.5% 282,386 $27.13 M Q4 2025
0.01% Reduce -6.1% 225,001 $21.61 M Q4 2025
1.88% Reduce -0.8% 138,854 $13.34 M Q4 2025
0.10% Reduce -15.0% 82,859 $7.18 M Q1 2026
1.38% 73,000 $6.32 M Q1 2026
0.01% Reduce -12.9% 44,540 $4.28 M Q4 2025
0.49% New Buy 21,000 $2.02 M Q4 2025
0.00% New Buy 4,644 $446,103 Q4 2025
0.23% Reduce -0.2% 3,739 $359,168 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form