Guru Ownership Over Time
Guru Analysis for Medtronic plc (MDT)
Medtronic plc (MDT), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.88 B.
Top institutional holders include First Eagle Investment and Richard Pzena.
Institutional sentiment is currently Bearish. This is evidenced by a $248.87 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 68.3%. Conversely, Manning & Napier Group reduced exposure by 49.2%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.69% | Add 0.0% | 9,735,038 | $927.17 M | Q3 2025 | |
| 1.82% | Reduce -33.1% | 5,928,086 | $564.59 M | Q3 2025 | |
| 1.71% | Reduce -1.9% | 5,821,987 | $554.49 M | Q3 2025 | |
| 0.20% | Add 68.3% | 3,329,414 | $314.4 M | Q3 2025 | |
| 1.24% | Reduce -6.9% | 2,731,405 | $260.14 M | Q3 2025 | |
| 0.39% | Reduce -5.4% | 430,572 | $41.01 M | Q3 2025 | |
| 0.13% | Add 67.3% | 338,201 | $32.21 M | Q3 2025 | |
| 0.12% | Add 11.7% | 288,010 | $27.43 M | Q3 2025 | |
| 0.01% | Reduce -12.6% | 239,529 | $22.81 M | Q3 2025 | |
| 1.87% | Reduce -0.4% | 139,988 | $13.33 M | Q3 2025 | |
| 0.14% | Reduce -49.2% | 116,674 | $11.11 M | Q3 2025 | |
| 1.56% | Add 3.6% | 87,000 | $8.29 M | Q3 2025 | |
| 0.01% | Reduce -24.4% | 51,116 | $4.87 M | Q3 2025 | |
| 0.21% | Reduce -1.4% | 3,748 | $356,960 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Medtronic plc (MDT)
Top Guru holders include First Eagle Investment ($927.17 M), Richard Pzena ($564.59 M), HOTCHKIS & WILEY ($554.49 M). Collectively, tracked Gurus hold 29.24 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $248.87 M, with 5 Gurus buying and 12 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 3 Gurus sold out of MDT completely. Total sell value was $392.82 M.
Yes, 0 Gurus opened new positions in MDT, and 5 added to their existing holdings. Total buy value was $143.94 M.