Who holds MDTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MEDTRONIC PLC · COMMON · quarter ended 2026-03-31 · 54 members disclosed MDT ↗

1,646

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$85.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

809

addsholders whose share count rose or who opened the position (new + add), by shares

218

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MDT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.8B	113,182,567	−7,355,311	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.2B	83,333,833	—	no prior
3	STATE STREET CORP	$5.4B	61,741,014	+80,856	add
4	JPMORGAN CHASE & CO	$4.4B	50,973,541	−2,643,153	trim
5	Capital Research Global Investors	$3.6B	41,926,590	+7,353,427	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	33,450,558	—	no prior
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.7B	21,437,599	+489,639	add
8	GEODE CAPITAL MANAGEMENT, LLC	$2.5B	28,736,341	+856,860	add
9	BANK OF AMERICA CORP /DE/	$2.3B	26,015,003	+1,343,220	add
10	MORGAN STANLEY	$1.8B	20,717,029	+494,454	add
11	DEUTSCHE BANK AG\	$1.6B	19,002,414	+1,254,180	add
12	Invesco Ltd.	$1.5B	16,786,998	+554,705	add
13	Capital World Investors	$1.4B	16,507,316	+9,471,538	add
14	Bank of New York Mellon Corp	$1.3B	15,501,869	−3,609,206	trim
15	ROYAL BANK OF CANADA	$1.2B	14,179,817	+190,987	add
16	FRANKLIN RESOURCES INC	$1.2B	14,175,679	+1,907,920	add
17	NORTHERN TRUST CORP	$1.0B	12,036,821	+565,388	add
18	WCM INVESTMENT MANAGEMENT, LLC	$966M	11,265,714	+11,265,714	new
19	Legal & General Group Plc	$894M	10,316,815	+134,932	add
20	First Eagle Investment Management, LLC	$870M	10,044,695	+269,461	add
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$843M	9,733,748	+820,331	add
22	ALLIANCEBERNSTEIN L.P.	$751M	7,821,069	−1,383,693	trim
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$746M	8,607,355	+296,360	add
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$746M	8,606,604	+137,622	add
25	DODGE & COX	$667M	7,694,608	−43,435	trim
26	WELLINGTON MANAGEMENT GROUP LLP	$652M	7,525,572	−5,833,795	trim
27	DIMENSIONAL FUND ADVISORS LP	$651M	7,516,150	+112,976	add
28	WELLS FARGO & COMPANY/MN	$651M	7,514,778	+475,411	add
29	RAYMOND JAMES FINANCIAL INC	$638M	7,382,158	−3,871,453	trim
30	VANGUARD FIDUCIARY TRUST CO	$625M	7,216,763	—	no prior
31	ENVESTNET ASSET MANAGEMENT INC	$590M	6,812,832	+1,639,219	add
32	Aristotle Capital Management, LLC	$576M	6,649,263	−280,356	trim
33	UBS Group AG	$556M	6,412,252	+2,241,365	add
34	Amundi	$526M	6,070,236	+1,616,739	add
35	STIFEL FINANCIAL CORP	$499M	5,758,966	−108,897	trim
36	AMERICAN CENTURY COMPANIES INC	$477M	5,504,355	+650,147	add
37	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$469M	5,413,353	+63,296	add
38	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$415M	4,791,090	−29,614	trim
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$404M	4,659,425	+423,178	add
40	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$401M	4,625,639	+3,192,472	add
41	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$353M	4,071,177	+4,071,177	new
42	BANK OF MONTREAL /CAN/	$337M	3,893,787	−208,554	trim
43	Swiss National Bank	$326M	3,762,366	+247,400	add
44	Neuberger Berman Group LLC	$320M	3,698,203	+123,155	add
45	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$314M	3,622,141	0	no change
46	Capital Wealth Planning, LLC	$305M	3,522,435	+3,522,435	new
47	Nuveen, LLC	$302M	3,490,168	+630,673	add
48	M&G Plc	$292M	3,359,670	+825,879	add
49	LAZARD ASSET MANAGEMENT LLC	$287M	3,309,161	−102,641	trim
50	PZENA INVESTMENT MANAGEMENT LLC	$274M	3,157,015	−61,837	trim
51	National Pension Service	$267M	3,079,528	+3,079,528	new
52	Mitsubishi UFJ Asset Management Co., Ltd.	$256M	2,951,455	+194,392	add
53	Vanguard Global Advisers, LLC	$249M	2,868,614	—	no prior
54	Janus Henderson Group Ltd.	$246M	2,835,816	−278,342	trim
55	TRUIST FINANCIAL CORP	$240M	2,766,082	+257,944	add
56	Guinness Asset Management LTD	$235M	2,716,852	−140,382	trim
57	FEDERATED HERMES, INC.	$229M	2,647,443	+2,382,582	add
58	Aberdeen Group plc	$229M	2,639,868	+63,393	add
59	VANGUARD ASSET MANAGEMENT, Ltd	$224M	2,585,862	—	no prior
60	FMR LLC	$221M	2,551,476	+38,391	add
61	USS Investment Management Ltd	$212M	2,451,244	+175,371	add
62	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$208M	2,400,255	−2,389,444	trim
63	PRINCIPAL FINANCIAL GROUP INC	$206M	2,379,934	+659,727	add
64	MACKENZIE FINANCIAL CORP	$199M	2,299,782	−48,683	trim
65	ALTRINSIC GLOBAL ADVISORS LLC	$194M	2,242,374	−241,796	trim
66	HSBC HOLDINGS PLC	$182M	2,101,043	+448,217	add
67	Boston Partners	$176M	2,027,905	−4,707,978	trim
68	THORNBURG INVESTMENT MANAGEMENT INC	$175M	2,017,077	+88,332	add
69	LPL Financial LLC	$174M	2,004,859	+231,145	add
70	1832 Asset Management L.P.	$173M	1,994,211	+454,906	add
71	ProShare Advisors LLC	$161M	1,859,349	−52,382	trim
72	Squarepoint Ops LLC	$146M	1,683,504	+1,103,876	add
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$140M	1,617,050	−10,564	trim
74	AQR CAPITAL MANAGEMENT LLC	$140M	1,626,347	−1,442,757	trim
75	EQUITY INVESTMENT CORP	$139M	1,598,680	+76,467	add
76	Robeco Institutional Asset Management B.V.	$133M	1,535,604	−62,401	trim
77	Allianz Asset Management GmbH	$132M	1,519,301	−327,582	trim
78	BNP Paribas Asset Management Holding S.A.	$131M	1,510,419	+391,370	add
79	NEW YORK STATE COMMON RETIREMENT FUND	$128M	1,480,846	0	no change
80	Magellan Asset Management Ltd	$126M	1,454,218	−18,640	trim
81	Zurcher Kantonalbank (Zurich Cantonalbank)	$119M	1,374,551	+1,374,551	new
82	CRAWFORD INVESTMENT COUNSEL INC	$118M	1,361,046	−334	trim
83	CITIGROUP INC	$116M	1,337,911	+54,444	add
84	Artisan Partners Limited Partnership	$115M	1,328,676	+49,534	add
85	HighTower Advisors, LLC	$115M	1,322,661	−122,260	trim
86	CANADA PENSION PLAN INVESTMENT BOARD	$109M	1,257,090	+341,383	add
87	SEI INVESTMENTS CO	$108M	1,244,868	+200,352	add
88	Pictet Asset Management Holding SA	$107M	1,230,813	−79,699	trim
89	US BANCORP \DE\	$100M	1,154,077	−42,213	trim
90	CIBC Asset Management Inc	$97.5M	1,125,342	+52,412	add
91	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$96.9M	1,118,475	0	no change
92	DAVENPORT & Co LLC	$93.8M	1,085,899	+24,457	add
93	AVIVA PLC	$93.7M	1,081,074	+30,792	add
94	Baird Financial Group, Inc.	$92.3M	1,064,898	+1,064,898	new
95	Haverford Trust Co	$91.4M	1,054,563	+4,435	add
96	NOMURA ASSET MANAGEMENT CO LTD	$91.2M	1,051,997	+46,963	add
97	PANAGORA ASSET MANAGEMENT INC	$90.8M	1,048,005	+298,941	add
98	STOREBRAND ASSET MANAGEMENT AS	$89.7M	1,035,453	—	no prior
99	TD ASSET MANAGEMENT INC	$87.0M	1,004,587	−38,016	trim
100	Bank Julius Baer & Co. Ltd, Zurich	$85.9M	994,838	−4,800	trim
101	ADAGE CAPITAL PARTNERS GP, L.L.C.	$85.7M	989,189	−284,682	trim
102	CITADEL ADVISORS LLC	$85.2M	982,741	−4,246,447	trim
103	Vontobel Holding Ltd.	$84.6M	975,848	−11,201	trim
104	Korea Investment CORP	$84.6M	975,780	+84,991	add
105	Bellevue Group AG	$83.0M	957,329	+190,737	add
106	NATIONAL BANK OF CANADA /FI/	$81.5M	940,505	+29,355	add
107	NORDEA INVESTMENT MANAGEMENT AB	$80.9M	951,594	+660,453	add
108	TODD ASSET MANAGEMENT LLC	$80.6M	930,200	+162,995	add
109	PFA Pension, Forsikringsaktieselskab	$78.7M	908,213	+908,213	new
110	D. E. Shaw & Co., Inc.	$77.5M	894,615	−96,999	trim
111	FIRST TRUST ADVISORS LP	$76.5M	883,289	+75,814	add
112	Allspring Global Investments Holdings, LLC	$76.2M	885,098	−178,782	trim
113	SCOTIA CAPITAL INC.	$75.7M	873,375	+5,341	add
114	CIBC Bancorp USA Inc.	$74.5M	863,257	—	no prior
115	Epoch Investment Partners, Inc.	$74.1M	855,500	−13,410	trim
116	Rockefeller Capital Management L.P.	$73.2M	844,234	+124,285	add
117	Eurizon Capital SGR S.p.A.	$72.4M	836,290	+836,290	new
118	SOUND SHORE MANAGEMENT INC /CT/	$71.5M	825,239	+825,239	new
119	Cerity Partners LLC	$65.5M	756,044	−34,971	trim
120	Quantinno Capital Management LP	$63.3M	730,567	−283,724	trim
121	FIRST FINANCIAL BANKSHARES INC	$62.3M	719,377	+10,881	add
122	VOYA INVESTMENT MANAGEMENT LLC	$61.5M	709,994	−70,065	trim
123	DANSKE BANK A/S	$60.7M	700,047	−141,181	trim
124	Susquehanna Portfolio Strategies, LLC	$60.6M	699,794	+699,794	new
125	Mariner, LLC	$60.4M	697,297	−79,203	trim
126	Cetera Investment Advisers	$60.4M	696,767	+47,721	add
127	STATE OF WISCONSIN INVESTMENT BOARD	$60.3M	695,643	+21,657	add
128	COMMONWEALTH EQUITY SERVICES, LLC	$59.9M	691,739	−37,978	trim
129	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$59.4M	763,139	−92,776	trim
130	Harvest Portfolios Group Inc.	$57.4M	662,264	+18,224	add
131	ASSETMARK, INC	$55.9M	645,147	+58,596	add
132	Vanguard Investments Australia, Ltd.	$55.3M	638,521	—	no prior
133	CAPITAL ADVISORS INC/OK	$54.9M	633,581	−5,707	trim
134	Chevy Chase Trust Holdings, LLC	$54.8M	631,969	−19,850	trim
135	Swedbank AB	$54.4M	627,817	+2,131	add
136	EDMOND DE ROTHSCHILD HOLDING S.A.	$54.0M	623,261	+5,317	add
137	TWO SIGMA INVESTMENTS, LP	$52.5M	605,568	−362,830	trim
138	Calamos Advisors LLC	$52.2M	602,965	+25,128	add
139	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$51.6M	595,080	−318,745	trim
140	APG Asset Management N.V.	$51.0M	677,528	−61,212	trim
141	Asset Management One Co., Ltd.	$50.8M	586,209	−1,445	trim
142	ROYAL LONDON ASSET MANAGEMENT LTD	$50.7M	585,615	−1,621	trim
143	CAMBIAR INVESTORS LLC	$49.8M	575,288	+99	add
144	MERCER GLOBAL ADVISORS INC /ADV	$49.8M	575,118	−5,725	trim
145	JOHNSON INVESTMENT COUNSEL INC	$49.8M	574,406	−3,130	trim
146	ZACKS INVESTMENT MANAGEMENT	$48.8M	563,265	+1,061	add
147	Gotham Asset Management, LLC	$48.6M	560,478	+260,327	add
148	Vest Financial, LLC	$48.3M	557,222	+47	add
149	Corient Private Wealth LLC	$48.2M	560,236	−793,646	trim
150	OPPENHEIMER ASSET MANAGEMENT INC.	$46.6M	537,753	+18,442	add
151	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$45.9M	530,048	+21,344	add
152	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$45.3M	522,544	+522,544	new
153	OSAIC HOLDINGS, INC.	$44.1M	509,205	+23,303	add
154	KLP KAPITALFORVALTNING AS	$43.4M	497,287	+12,500	add
155	Talaria Asset Management Pty Ltd	$43.1M	497,500	+497,500	new
156	Nippon Life Global Investors Americas, Inc.	$42.5M	486,990	−6,930	trim
157	M&T BANK CORP	$42.2M	486,709	−16,475	trim
158	KEYBANK NATIONAL ASSOCIATION/OH	$42.0M	484,132	+125,902	add
159	Gradient Investments LLC	$41.4M	478,004	−1,129	trim
160	Advisors Capital Management, LLC	$41.1M	474,386	+19,531	add
161	MILLENNIUM MANAGEMENT LLC	$40.9M	472,273	−2,503,215	trim
162	&PARTNERS	$40.5M	468,613	+19,526	add
163	Ensign Peak Advisors, Inc	$37.9M	437,390	+46,360	add
164	State of New Jersey Common Pension Fund D	$37.9M	437,235	0	no change
165	Focus Partners Wealth	$37.5M	433,122	−30,338	trim
166	Federation des caisses Desjardins du Quebec	$36.5M	420,905	+47,339	add
167	SEB Asset Management AB	$36.3M	419,352	—	no prior
168	PRUDENTIAL FINANCIAL INC	$35.6M	410,438	+125,281	add
169	MAIRS & POWER INC	$34.8M	401,968	−10,782	trim
170	BOONE CAPITAL MANAGEMENT LLC	$34.5M	398,065	−30,724	trim
171	CIBC WORLD MARKET INC.	$34.5M	397,743	−21,499	trim
172	HANCOCK WHITNEY CORP	$33.3M	386,551	−1,775	trim
173	MATRIX ASSET ADVISORS INC/NY	$32.6M	375,696	+6,155	add
174	Tredje AP-fonden	$32.4M	373,537	+373,537	new
175	Crossmark Global Holdings, Inc.	$31.7M	365,762	—	no prior
176	TD Waterhouse Canada Inc.	$31.4M	364,695	+205,561	add
177	MML INVESTORS SERVICES, LLC	$30.5M	352,552	−28,632	trim
178	Arizona State Retirement System	$30.4M	351,358	−10,021	trim
179	JANE STREET GROUP, LLC	$30.3M	349,874	+150,728	add
180	Czech National Bank	$30.3M	349,151	+10,945	add
181	Resona Asset Management Co.,Ltd.	$29.3M	337,766	+2,563	add
182	Creative Planning	$29.2M	337,132	+10,654	add
183	STATE OF MICHIGAN RETIREMENT SYSTEM	$29.0M	334,898	−900	trim
184	Man Group plc	$28.7M	330,889	+169,073	add
185	SKBA CAPITAL MANAGEMENT LLC	$28.0M	323,712	+11,000	add
186	Leith Wheeler Investment Counsel Ltd.	$28.0M	323,384	+4,540	add
187	QRG CAPITAL MANAGEMENT, INC.	$27.8M	321,244	+26,816	add
188	Randolph Co Inc	$26.8M	309,011	+14,183	add
189	AlTi Global, Inc.	$26.6M	304,688	−102	trim
190	St. James Investment Company, LLC	$26.4M	305,017	−445	trim
191	BROWN ADVISORY INC	$26.3M	303,428	+2,550	add
192	GUGGENHEIM CAPITAL LLC	$26.2M	301,897	−33,005	trim
193	MetLife Investment Management, LLC	$26.0M	299,560	−7,910	trim
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$25.9M	298,636	+292	add
195	Mirae Asset Global Investments Co., Ltd.	$25.8M	298,159	+37,484	add
196	IFM Investors Pty Ltd	$25.7M	296,199	+12,117	add
197	UMB Bank, n.a.	$25.4M	293,491	+5,042	add
198	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$25.4M	292,779	+107,000	add
199	Arbejdsmarkedets Tillaegspension	$25.4M	292,638	+59,161	add
200	Zurich Insurance Group Ltd/FI	$24.9M	287,519	+260,219	add
201	STEPHENS INC /AR/	$24.8M	284,904	+17,286	add
202	Daiwa Securities Group Inc.	$24.6M	283,928	+17,364	add
203	DAVIS R M INC	$24.6M	281,484	+281,484	new
204	SECTOR GAMMA AS	$24.3M	280,682	+11,038	add
205	Osmosis Investment Management UK Ltd	$23.9M	273,631	+188,127	add
206	CORDA Investment Management, LLC.	$23.6M	272,363	+8,786	add
207	Retirement Systems of Alabama	$23.6M	272,246	−610	trim
208	DnB Asset Management AS	$23.4M	269,768	−108,413	trim
209	LGT Group Foundation	$22.2M	255,800	+180,388	add
210	Bridgewater Associates, LP	$22.1M	255,240	−27,146	trim
211	Andra AP-fonden	$22.0M	253,329	−10,400	trim
212	CENTRAL SECURITIES CORP	$21.7M	250,000	0	no change
213	GODSEY & GIBB, INC	$21.6M	249,835	+2,428	add
214	EFG International AG	$21.6M	249,338	+31,273	add
215	Tidal Investments LLC	$21.4M	246,800	+115,200	add
216	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.3M	246,190	+16,792	add
217	FACTORY MUTUAL INSURANCE CO	$21.3M	245,740	+8,250	add
218	Kestra Advisory Services, LLC	$21.3M	245,693	+7,271	add
219	Steward Partners Investment Advisory, LLC	$21.2M	244,319	−8,840	trim
220	CWM, LLC	$21.1M	244,081	−84,828	trim
221	SUMMITRY LLC	$21.1M	243,997	+241,290	add
222	BENJAMIN EDWARDS INC	$20.9M	241,186	+3,832	add
223	Varma Mutual Pension Insurance Co	$20.6M	238,151	+20,000	add
224	XPONANCE LLC	$20.3M	234,541	+29,695	add
225	Badgley Phelps Wealth Managers, LLC	$20.0M	229,003	+2,334	add
226	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$19.8M	228,963	+52,171	add
227	Northwest & Ethical Investments L.P.	$19.4M	224,003	+36,691	add
228	Financial Perspectives, Inc	$19.0M	218,905	+1,603	add
229	Verity & Verity, LLC	$18.9M	218,510	+15,338	add
230	MACQUARIE GROUP LTD	$18.5M	213,220	−228,747	trim
231	Dakota Wealth Management	$18.3M	211,390	+5,849	add
232	COMMERCE BANK	$18.3M	211,410	+80,961	add
233	FIFTH THIRD BANCORP	$18.3M	211,159	+9,578	add
234	Utah Retirement Systems	$18.1M	208,498	−3,093	trim
235	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.0M	207,607	+39,899	add
236	EXCHANGE TRADED CONCEPTS, LLC	$17.5M	202,185	+78,185	add
237	Vinva Investment Management Ltd	$17.5M	203,579	−7,296	trim
238	Cresset Asset Management, LLC	$17.4M	199,626	+24,747	add
239	JB Capital LLC	$17.2M	198,688	+52,378	add
240	Empowered Funds, LLC	$17.2M	198,488	+15,563	add
241	ProVise Management Group, LLC	$17.2M	198,237	+5,628	add
242	EDENTREE ASSET MANAGEMENT Ltd	$17.1M	197,786	−5,255	trim
243	OPPENHEIMER & CO INC	$17.1M	197,025	+5,871	add
244	Avidity Partners Management LP	$16.8M	200,000	+92,400	add
245	Talbot Financial, LLC	$16.7M	192,966	+4,147	add
246	NEOS Investment Management LLC	$16.6M	191,662	−5,819	trim
247	Hardman Johnston Global Advisors LLC	$16.6M	191,504	−7,360	trim
248	Illinois Municipal Retirement Fund	$16.4M	189,335	−24,284	trim
249	NewEdge Advisors, LLC	$15.9M	183,368	+183,368	new
250	D.A. DAVIDSON & CO.	$15.5M	178,599	−18,409	trim
251	Sumitomo Mitsui DS Asset Management Company, Ltd	$15.5M	178,372	+2,339	add
252	GRIMES & Co WEALTH MANAGEMENT, LLC	$15.4M	177,860	−1,659	trim
253	ASSOCIATED BANC-CORP	$15.4M	177,589	−5,375	trim
254	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$15.3M	176,687	−50,745	trim
255	Stack Financial Management, Inc	$15.1M	174,706	+1,197	add
256	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$14.9M	172,051	+122,051	add
257	TOCQUEVILLE ASSET MANAGEMENT L.P.	$14.8M	170,833	−37,955	trim
258	Kimelman & Baird, LLC	$14.7M	169,890	+500	add
259	Sanctuary Advisors, LLC	$14.4M	165,715	−3,885	trim
260	Veritas Asset Management LLP	$14.1M	162,708	−18,299	trim
261	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$14.1M	162,632	−483	trim
262	Smith Salley Wealth Management	$14.1M	162,576	+2,310	add
263	PICTON MAHONEY ASSET MANAGEMENT	$13.6M	157,349	+24,781	add
264	NICHOLS & PRATT ADVISERS LLP /MA	$13.6M	156,416	−1,732	trim
265	ASR Vermogensbeheer N.V.	$13.6M	156,403	+3,471	add
266	LBP AM SA	$13.5M	155,733	+141,702	add
267	Private Advisor Group, LLC	$13.5M	155,511	+1,297	add
268	Pathstone Holdings, LLC	$13.5M	155,149	+30,344	add
269	RPG Investment Advisory, LLC	$13.4M	155,122	−864	trim
270	CLARK ESTATES INC/NY	$13.4M	155,000	0	no change
271	BLAIR WILLIAM & CO/IL	$13.3M	153,247	+68,893	add
272	Elo Mutual Pension Insurance Co	$13.1M	150,643	−16,708	trim
273	Kiltearn Partners LLP	$13.0M	149,561	−31,200	trim
274	Vivaldi Capital Management LP	$12.8M	147,393	−9,866	trim
275	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.7M	146,695	−200	trim
276	Moran Wealth Management, LLC	$12.7M	146,533	−4,909	trim
277	Ethic Inc.	$12.6M	145,754	+2,705	add
278	Lombard Odier Asset Management (Europe) Ltd	$12.6M	145,443	−5,978	trim
279	Hikari Tsushin, Inc.	$12.6M	144,952	0	no change
280	World Investment Advisors	$12.5M	144,641	−22,762	trim
281	WINTON GROUP Ltd	$12.3M	142,500	+37,149	add
282	BAR HARBOR WEALTH MANAGEMENT	$12.3M	141,525	+273	add
283	Avanza Fonder AB	$12.3M	141,466	+11,549	add
284	FIL Ltd	$12.2M	140,889	−19,237	trim
285	Atria Investments, Inc	$12.1M	139,632	+13,421	add
286	Bryn Mawr Trust Advisors, LLC	$12.0M	138,019	−196	trim
287	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.8M	136,752	−1,328	trim
288	Stockman Wealth Management, Inc.	$11.7M	134,940	+9,694	add
289	FARMERS & MERCHANTS INVESTMENTS INC	$11.7M	134,918	−938	trim
290	WESTWOOD HOLDINGS GROUP INC	$11.5M	132,303	−6,528	trim
291	KANAWHA CAPITAL MANAGEMENT LLC	$11.3M	130,323	+2,203	add
292	Meiji Yasuda Asset Management Co Ltd.	$11.1M	128,226	−737	trim
293	Northside Capital Management, LLC	$11.0M	127,190	−3,822	trim
294	NOESIS CAPITAL MANGEMENT CORP	$10.9M	125,611	+2,066	add
295	Vanguard Personalized Indexing Management, LLC	$10.9M	125,589	−5,225	trim
296	Soltis Investment Advisors LLC	$10.8M	124,532	+22,505	add
297	Equitable Holdings, Inc.	$10.8M	115,761	+47,033	add
298	MAI Capital Management	$10.7M	122,922	−4,403	trim
299	PINNACLE ASSOCIATES LTD	$10.5M	120,855	+4,305	add
300	BANK OF NOVA SCOTIA TRUST CO	$10.3M	118,911	+3,875	add
301	Trexquant Investment LP	$10.1M	116,207	+116,207	new
302	CUTLER INVESTMENT COUNSEL LLC	$10.0M	114,878	−2,601	trim
303	Lansforsakringar Fondforvaltning AB (publ)	$10.0M	115,622	−4,351	trim
304	KESTRA PRIVATE WEALTH SERVICES, LLC	$9.9M	114,648	+1,430	add
305	Pinnacle Financial Partners, Inc.	$9.9M	113,724	+36,934	add
306	EVENTIDE ASSET MANAGEMENT, LLC	$9.8M	113,734	+1,470	add
307	Compagnie Lombard Odier SCmA	$9.8M	112,761	+1,911	add
308	GW HENSSLER & ASSOCIATES LTD	$9.7M	112,425	+112,425	new
309	Diversified Trust Co	$9.7M	111,780	+601	add
310	ADVOCATE GROUP LLC	$9.7M	111,662	−83	trim
311	OneDigital Investment Advisors LLC	$9.6M	110,819	+32,432	add
312	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.6M	110,359	−772,255	trim
313	Foster Victor Wealth Advisors, LLC	$9.6M	108,405	+12,012	add
314	Te Ahumairangi Investment Management Ltd	$9.5M	110,128	+41,245	add
315	TEACHER RETIREMENT SYSTEM OF TEXAS	$9.4M	108,518	−189,075	trim
316	Waverly Advisors, LLC	$9.2M	106,239	+1,714	add
317	COLRAIN CAPITAL LLC	$9.2M	104,950	+50,495	add
318	LGT Fund Management Co Ltd.	$9.1M	105,516	+78,728	add
319	Value Partners Investments Inc.	$9.1M	105,278	−268	trim
320	HB Wealth Management, LLC	$8.8M	101,768	−5,857	trim
321	Orange Investment Advisors, Inc.	$8.8M	101,740	−669	trim
322	Regal Investment Advisors LLC	$8.8M	101,511	+2,884	add
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$8.8M	101,402	+80,865	add
324	MATTERN CAPITAL MANAGEMENT, LLC	$8.7M	100,264	+227	add
325	CenterBook Partners LP	$8.7M	100,105	+33,547	add
326	Orion Porfolio Solutions, LLC	$8.7M	100,074	−24,597	trim
327	ARMSTRONG HENRY H ASSOCIATES INC	$8.6M	99,609	−320	trim
328	Rafferty Asset Management, LLC	$8.6M	99,066	−39,026	trim
329	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.6M	98,869	+6,600	add
330	Vestmark Advisory Solutions, Inc.	$8.6M	98,720	+18,628	add
331	Taikang Asset Management (Hong Kong) Co Ltd	$8.5M	98,104	+98,104	new
332	Vident Advisory, LLC	$8.5M	98,072	+26,017	add
333	Banque de Luxembourg S.A.	$8.4M	96,681	−10,554	trim
334	HOWE & RUSLING INC	$8.3M	95,814	+1,763	add
335	Advisors Asset Management, Inc.	$8.2M	94,624	−20,816	trim
336	Game Creek Capital, LP	$8.1M	93,875	+13,800	add
337	MARCO INVESTMENT MANAGEMENT LLC	$8.1M	93,753	−400	trim
338	FOURPATH CAPITAL MANAGEMENT, LLC	$8.0M	92,355	+4,643	add
339	Investment Management Corp of Ontario	$7.9M	91,696	−21,967	trim
340	Columbus Macro, LLC	$7.8M	90,562	+4,522	add
341	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.8M	98,447	+33,500	add
342	Rhenman & Partners Asset Management AB	$7.8M	90,000	−206,000	trim
343	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.8M	89,509	+14,154	add
344	Nepsis Inc.	$7.7M	89,439	+743	add
345	LANSDOWNE PARTNERS (UK) LLP	$7.7M	88,839	+57,441	add
346	Lido Advisors, LLC	$7.6M	87,746	−1,555	trim
347	Purpose Unlimited Inc.	$7.6M	87,835	+2,681	add
348	TOKIO MARINE ASSET MANAGEMENT CO LTD	$7.6M	87,720	+3,130	add
349	ABN AMRO INVESTMENT SOLUTIONS	$7.5M	87,059	+87,059	new
350	Allworth Financial LP	$7.5M	86,371	−240	trim
351	Wealthfront Advisers LLC	$7.5M	86,263	−4,552	trim
352	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$7.5M	86,020	−1,120	trim
353	NICHOLAS COMPANY, INC.	$7.4M	85,600	+14,785	add
354	Concurrent Investment Advisors, LLC	$7.4M	84,927	−18,189	trim
355	Estabrook Capital Management	$7.3M	84,459	−4,245	trim
356	FIRST NATIONAL BANK OF OMAHA	$7.1M	82,661	−333	trim
357	Snowden Capital Advisors LLC	$7.1M	80,795	+21,936	add
358	PRINCIPAL SECURITIES, INC.	$6.9M	79,516	+10,425	add
359	TOTH FINANCIAL ADVISORY CORP	$6.9M	79,070	+4,800	add
360	Y-Intercept (Hong Kong) Ltd	$6.8M	78,988	−55,393	trim
361	Wilmington Savings Fund Society, FSB	$6.8M	78,575	−110	trim
362	Independent Advisor Alliance	$6.7M	77,755	+6,740	add
363	Intesa Sanpaolo S.p.A.	$6.7M	77,719	+10,370	add
364	Mitsubishi UFJ Trust & Banking Corp	$6.7M	77,578	+61,108	add
365	MIZUHO SECURITIES USA LLC	$6.7M	77,503	−15,889	trim
366	ALLIANZ SE	$6.7M	77,070	−5,877	trim
367	NorthCrest Asset Manangement, LLC	$6.7M	76,971	−32,750	trim
368	Norinchukin Bank, The	$6.7M	76,867	+212	add
369	WCG Wealth Advisors LLC	$6.6M	76,536	+8,756	add
370	Qube Research & Technologies Ltd	$6.6M	76,485	−1,450,653	trim
371	Guinness Atkinson Asset Management Inc	$6.6M	76,481	+2,657	add
372	GRANDFIELD & DODD, LLC	$6.6M	76,460	+1,301	add
373	CITIZENS FINANCIAL GROUP INC/RI	$6.5M	75,424	+2,083	add
374	Sompo Asset Management Co., Ltd.	$6.5M	75,283	−2,660	trim
375	ELEVATION POINT WEALTH PARTNERS, LLC	$6.5M	74,439	+44,964	add
376	HUNTINGTON NATIONAL BANK	$6.5M	74,614	+74,614	new
377	Providence Capital Advisors, LLC	$6.4M	74,000	+74,000	new
378	BRASADA CAPITAL MANAGEMENT, LP	$6.4M	74,096	+23,571	add
379	Aptus Capital Advisors, LLC	$6.4M	73,769	+48,814	add
380	Addenda Capital Inc.	$6.4M	73,000	0	no change
381	Stablepoint Partners, LLC	$6.3M	73,137	+2,302	add
382	Two Point Capital Management, Inc.	$6.3M	72,897	−656	trim
383	Sicart Associates LLC	$6.3M	72,587	0	no change
384	Goelzer Investment Management, Inc.	$6.3M	72,360	+781	add
385	SUVRETTA CAPITAL MANAGEMENT, LLC	$6.3M	72,260	+47,200	add
386	BTC Capital Management, Inc.	$6.3M	72,184	+18,006	add
387	American Assets Investment Management, LLC	$6.2M	71,632	0	no change
388	Beacon Harbor Wealth Advisors, Inc.	$6.2M	71,459	+2,508	add
389	Stratos Wealth Partners, LTD.	$6.1M	70,550	−3,821	trim
390	Geneos Wealth Management Inc.	$6.1M	70,386	+3,460	add
391	Patriot Financial Group Insurance Agency, LLC	$6.1M	70,144	+38,094	add
392	Bleakley Financial Group, LLC	$6.0M	69,668	+1,781	add
393	Telos Capital Management, Inc.	$6.0M	69,618	+2,142	add
394	SIRIOS CAPITAL MANAGEMENT L P	$6.0M	69,492	+9,040	add
395	First Nebraska Trust Co	$6.0M	69,352	—	no prior
396	AZZAD ASSET MANAGEMENT INC /ADV	$5.9M	67,747	−244	trim
397	Banque Cantonale Vaudoise	$5.9M	67,616	+16,967	add
398	ALBION FINANCIAL GROUP /UT	$5.8M	67,202	−407	trim
399	Emerald Investment Advisers, LLC	$5.8M	66,882	—	no prior
400	CAISSE DES DEPOTS ET CONSIGNATIONS	$5.8M	66,461	0	no change
401	RITHOLTZ WEALTH MANAGEMENT	$5.7M	66,350	−8,020	trim
402	Linscomb Wealth, Inc.	$5.7M	66,281	−18,894	trim
403	Murphy Pohlad Asset Management LLC	$5.7M	66,217	−627	trim
404	GREENWOOD CAPITAL ASSOCIATES LLC	$5.7M	65,749	−18,868	trim
405	Ellsworth Advisors, LLC	$5.7M	65,620	+3,612	add
406	Clear Trail Advisors, LLC	$5.6M	64,706	+20,094	add
407	LMCG INVESTMENTS, LLC	$5.6M	64,174	−3,558	trim
408	Perennial Advisors, LLC	$5.5M	63,972	+2,140	add
409	Maryland State Retirement & Pension System	$5.5M	63,956	0	no change
410	MONEY CONCEPTS CAPITAL CORP	$5.5M	63,114	+22,269	add
411	LAFFER TENGLER INVESTMENTS, INC.	$5.5M	63,106	+3,976	add
412	Envestnet Portfolio Solutions, Inc.	$5.5M	63,033	−82,713	trim
413	Merit Financial Group, LLC	$5.4M	62,857	−9,389	trim
414	CI INVESTMENTS INC.	$5.4M	62,225	+3,231	add
415	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$5.4M	61,975	−61,891	trim
416	Siemens Fonds Invest GmbH	$5.4M	61,862	−97	trim
417	XTX Topco Ltd	$5.4M	61,774	+61,774	new
418	Columbia Asset Management	$5.3M	61,560	−664	trim
419	PARTHENON LLC	$5.3M	61,403	−235	trim
420	Moors & Cabot, Inc.	$5.3M	61,225	+6,494	add
421	MGO ONE SEVEN LLC	$5.3M	61,034	−55,471	trim
422	POLEN CAPITAL MANAGEMENT LLC	$5.3M	60,661	−23,839	trim
423	J.W. COLE ADVISORS, INC.	$5.2M	60,376	+19,695	add
424	WESTFIELD CAPITAL MANAGEMENT CO LP	$5.2M	60,349	+379	add
425	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$5.2M	59,640	−1,836	trim
426	MONARCH CAPITAL MANAGEMENT INC	$5.2M	59,621	+719	add
427	NAPLES GLOBAL ADVISORS, LLC	$5.2M	59,580	+1,918	add
428	HENNESSY ADVISORS INC	$5.2M	60,000	+2,100	add
429	CHOREO, LLC	$5.2M	59,321	+7,968	add
430	J.P. Marvel Investment Advisors, LLC	$5.1M	59,416	+1,771	add
431	Mandatum Life Insurance Co Ltd	$5.1M	59,138	0	no change
432	Robeco Schweiz AG	$5.1M	59,063	−16,431	trim
433	INTACT INVESTMENT MANAGEMENT INC.	$5.1M	58,800	−34,700	trim
434	Decker Wealth Management LLC	$5.1M	58,614	—	no prior
435	Caprock Group, LLC	$5.1M	57,949	−23,019	trim
436	Monte Financial Group, LLC	$5.0M	57,985	+15,677	add
437	Econ Financial Services Corp	$5.0M	57,270	+19,204	add
438	ABN AMRO Bank N.V.	$4.8M	55,306	−27,000	trim
439	DLK Investment Management, LLC	$4.8M	55,783	+108	add
440	RBA Wealth Management, LLC	$4.7M	54,528	+1	add
441	Tevis Investment Management	$4.7M	54,074	+564	add
442	Proactive Wealth Strategies LLC	$4.7M	54,380	+27,380	add
443	Generali Asset Management SPA SGR	$4.7M	54,271	+2,884	add
444	LEVEL FOUR ADVISORY SERVICES, LLC	$4.7M	53,937	+9,638	add
445	DAYMARK WEALTH PARTNERS, LLC	$4.6M	53,450	+1,146	add
446	Stamos Capital Partners, L.P.	$4.6M	53,432	+5,713	add
447	CREDIT AGRICOLE S A	$4.6M	53,049	−377,522	trim
448	NEEDHAM INVESTMENT MANAGEMENT LLC	$4.6M	53,041	0	no change
449	GROUPAMA ASSET MANAGMENT	$4.6M	52,877	−2,518	trim
450	Compass Wealth Management LLC	$4.6M	52,783	+5,118	add
451	Robinson Value Management, Ltd.	$4.6M	52,777	−1,102	trim
452	MUFG Securities EMEA plc	$4.6M	52,544	0	no change
453	SIMON QUICK ADVISORS, LLC	$4.5M	52,012	+3,309	add
454	GeoWealth Management, LLC	$4.5M	51,461	+614	add
455	Haverford Financial Services, Inc.	$4.5M	51,458	−8,333	trim
456	Glenview Trust Co	$4.4M	51,156	−423	trim
457	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$4.4M	50,571	+4,131	add
458	LaFleur & Godfrey LLC	$4.4M	50,925	−849	trim
459	SFMG, LLC	$4.4M	50,845	−2,228	trim
460	GHP Investment Advisors, Inc.	$4.4M	50,730	+2,731	add
461	Palisade Asset Management, LLC	$4.4M	50,629	−6,209	trim
462	OMERS ADMINISTRATION Corp	$4.4M	50,580	+3,279	add
463	Lifeworks Advisors, LLC	$4.4M	50,553	+3,900	add
464	Continuum Advisory, LLC	$4.3M	50,157	+50,157	new
465	Apollon Wealth Management, LLC	$4.3M	50,119	+2,586	add
466	Woodline Partners LP	$4.3M	50,005	−168,833	trim
467	Gilman Hill Asset Management, LLC	$4.3M	49,796	+2,886	add
468	Coastal Bridge Advisors, LLC	$4.3M	49,754	+776	add
469	Sequoia Financial Advisors, LLC	$4.3M	49,485	−3,248	trim
470	Kintegral Advisory, LLC	$4.3M	48,998	−2,173	trim
471	Fisher Funds Management LTD	$4.3M	49,347	−6,425	trim
472	Global Wealth Management Investment Advisory, Inc.	$4.3M	49,113	+2,702	add
473	INTECH INVESTMENT MANAGEMENT LLC	$4.2M	48,973	+3,499	add
474	Morningstar Investment Management LLC	$4.2M	48,878	+4,556	add
475	Hamilton Point Investment Advisors, LLC	$4.2M	47,951	−22	trim
476	HEADINVEST, LLC	$4.2M	48,230	−202	trim
477	Hedeker Wealth, LLC	$4.1M	47,726	−2,861	trim
478	FIDUCIARY TRUST CO	$4.1M	47,522	+10,418	add
479	MEYER HANDELMAN CO	$4.1M	47,507	−20,287	trim
480	Saudi Central Bank	$4.1M	47,321	+47,321	new
481	Old North State Wealth Management, LLC	$4.1M	46,922	+2,849	add
482	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$4.1M	46,923	+2,555	add
483	Convergence Investment Partners, LLC	$4.1M	46,789	+21,196	add
484	W.G. Shaheen & Associates DBA Whitney & Co	$4.0M	46,261	+2,523	add
485	ADVISORTRUST PARTNERS, LLC	$4.0M	45,999	+3,478	add
486	JGP Wealth Management, LLC	$4.0M	45,952	−28,556	trim
487	Mattson Financial Services, LLC	$4.0M	45,928	−73	trim
488	44 WEALTH MANAGEMENT LLC	$4.0M	45,737	+26	add
489	Stonebridge Financial Group, LLC	$4.0M	45,613	+2,108	add
490	Mutual Advisors, LLC	$3.9M	45,543	+1,991	add
491	BERKSHIRE ASSET MANAGEMENT LLC/PA	$3.9M	45,234	−1,124	trim
492	Railway Pension Investments Ltd	$3.9M	45,200	0	no change
493	FIRST NATIONAL TRUST CO	$3.9M	45,059	+858	add
494	First Pacific Financial	$3.9M	44,969	+917	add
495	BOYAR ASSET MANAGEMENT INC.	$3.9M	44,844	+38,649	add
496	Zhang Financial LLC	$3.9M	44,725	+9,311	add
497	Mubadala Investment Co PJSC	$3.8M	44,096	+44,096	new
498	COURIER CAPITAL LLC	$3.8M	44,080	+40	add
499	NovaPoint Capital, LLC	$3.8M	44,056	+2,930	add
500	Callan Family Office, LLC	$3.8M	43,831	+71	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MDT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 4 Julie Johnson D–TX-32, Kevin Hern R–OK-1, Richard McCormick R–GA-7, Tommy Tuberville R–AL $32K–$130K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $48.6M held
Trimming: 1 Bridgewater Associates $22.1M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MEDTRONIC PLC

Merged timeline of congressional filings and notable-manager moves on MDT
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	Sale	$15K–$50K
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+260,327 sh
2026-05-15	Bridgewater Associates 13F	trim	−27,146 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

54 members of Congress disclosed MDT — the congressional view ↗