Public record / Tickers / MDT

MDT — Medtronic plc

Both disclosure regimes on one name: who in Congress filed about MDT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
182
all PTR rows naming MDT
Members · 12m
5
2 buys · 6 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $250K–$500K

Exchange · traded 2015-01-27 → filed 2015-02-13. Ranked over every MDT row by the provable lower bound, never a point estimate.

5 members · 2 buys / 6 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

32 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MDT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MDT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-24 +8d$15K–$50K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 2025-05-07 LATE·455d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-08-26 LATE·709d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 182 ↗

Members active in MDT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MDT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Kevin Hern R–OK-12−$100K to −$30.0K1
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$15K–$50K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+260,327 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MDT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$9.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$7.2B1
3STATE STREET CORP$5.4B1
4JPMORGAN CHASE & CO$4.4B1
5Capital Research Global Investors$3.6B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.7B1
8GEODE CAPITAL MANAGEMENT, LLC$2.5B1
9BANK OF AMERICA CORP /DE/$2.3B1
10MORGAN STANLEY$1.8B1
11DEUTSCHE BANK AG\$1.6B1
12Invesco Ltd.$1.5B1
13Capital World Investors$1.4B1
14Bank of New York Mellon Corp$1.3B1
15ROYAL BANK OF CANADA$1.2B1
16FRANKLIN RESOURCES INC$1.2B1
17NORTHERN TRUST CORP$1.0B1
18WCM INVESTMENT MANAGEMENT, LLC$966M1
19Legal & General Group Plc$894M1
20First Eagle Investment Management, LLC$870M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$843M1
22ALLIANCEBERNSTEIN L.P.$751M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$746M1
24SCHRODER INVESTMENT MANAGEMENT GROUP$746M1
25DODGE & COX$667M1
26WELLINGTON MANAGEMENT GROUP LLP$652M1
27DIMENSIONAL FUND ADVISORS LP$651M1
28WELLS FARGO & COMPANY/MN$651M1
29RAYMOND JAMES FINANCIAL INC$638M1
30VANGUARD FIDUCIARY TRUST CO$625M1
31ENVESTNET ASSET MANAGEMENT INC$590M1
32Aristotle Capital Management, LLC$576M1
33UBS Group AG$556M1
34Amundi$526M1
35STIFEL FINANCIAL CORP$499M1
36AMERICAN CENTURY COMPANIES INC$477M1
37MANUFACTURERS LIFE INSURANCE COMPANY, THE$469M1
38HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$415M1
39ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$404M1
40DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$401M1
41BARROW HANLEY MEWHINNEY & STRAUSS LLC$353M1
42BANK OF MONTREAL /CAN/$337M1
43Swiss National Bank$326M1
44Neuberger Berman Group LLC$320M1
45STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$314M1
46Capital Wealth Planning, LLC$305M1
47Nuveen, LLC$302M1
48M&G Plc$292M1
49LAZARD ASSET MANAGEMENT LLC$287M1
50PZENA INVESTMENT MANAGEMENT LLC$274M1
51National Pension Service$267M1
52Mitsubishi UFJ Asset Management Co., Ltd.$256M1
53Vanguard Global Advisers, LLC$249M1
54Janus Henderson Group Ltd.$246M1
55TRUIST FINANCIAL CORP$240M1
56Guinness Asset Management LTD$235M1
57FEDERATED HERMES, INC.$229M1
58Aberdeen Group plc$229M1
59VANGUARD ASSET MANAGEMENT, Ltd$224M1
60FMR LLC$221M1
61USS Investment Management Ltd$212M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$208M1
63PRINCIPAL FINANCIAL GROUP INC$206M1
64MACKENZIE FINANCIAL CORP$199M1
65ALTRINSIC GLOBAL ADVISORS LLC$194M1
66HSBC HOLDINGS PLC$182M1
67Boston Partners$176M1
68THORNBURG INVESTMENT MANAGEMENT INC$175M1
69LPL Financial LLC$174M1
701832 Asset Management L.P.$173M1
71ProShare Advisors LLC$161M1
72Squarepoint Ops LLC$146M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$140M1
74AQR CAPITAL MANAGEMENT LLC$140M1
75EQUITY INVESTMENT CORP$139M1
76Robeco Institutional Asset Management B.V.$133M1
77Allianz Asset Management GmbH$132M1
78BNP Paribas Asset Management Holding S.A.$131M1
79NEW YORK STATE COMMON RETIREMENT FUND$128M1
80Magellan Asset Management Ltd$126M1
81Zurcher Kantonalbank (Zurich Cantonalbank)$119M1
82CRAWFORD INVESTMENT COUNSEL INC$118M1
83CITIGROUP INC$116M1
84Artisan Partners Limited Partnership$115M1
85HighTower Advisors, LLC$115M1
86CANADA PENSION PLAN INVESTMENT BOARD$109M1
87SEI INVESTMENTS CO$108M1
88Pictet Asset Management Holding SA$107M1
89US BANCORP \DE\$100M1
90CIBC Asset Management Inc$97.5M1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$96.9M1
92DAVENPORT & Co LLC$93.8M1
93AVIVA PLC$93.7M1
94Baird Financial Group, Inc.$92.3M1
95Haverford Trust Co$91.4M1
96NOMURA ASSET MANAGEMENT CO LTD$91.2M1
97PANAGORA ASSET MANAGEMENT INC$90.8M1
98STOREBRAND ASSET MANAGEMENT AS$89.7M1
99TD ASSET MANAGEMENT INC$87.0M1
100Bank Julius Baer & Co. Ltd, Zurich$85.9M1
101ADAGE CAPITAL PARTNERS GP, L.L.C.$85.7M1
102CITADEL ADVISORS LLC$85.2M1
103Vontobel Holding Ltd.$84.6M1
104Korea Investment CORP$84.6M1
105Bellevue Group AG$83.0M1
106NATIONAL BANK OF CANADA /FI/$81.5M1
107NORDEA INVESTMENT MANAGEMENT AB$80.9M1
108TODD ASSET MANAGEMENT LLC$80.6M1
109PFA Pension, Forsikringsaktieselskab$78.7M1
110D. E. Shaw & Co., Inc.$77.5M1
111FIRST TRUST ADVISORS LP$76.5M1
112Allspring Global Investments Holdings, LLC$76.2M1
113SCOTIA CAPITAL INC.$75.7M1
114CIBC Bancorp USA Inc.$74.5M1
115Epoch Investment Partners, Inc.$74.1M1
116Rockefeller Capital Management L.P.$73.2M1
117Eurizon Capital SGR S.p.A.$72.4M1
118SOUND SHORE MANAGEMENT INC /CT/$71.5M1
119Cerity Partners LLC$65.5M1
120Quantinno Capital Management LP$63.3M1
121FIRST FINANCIAL BANKSHARES INC$62.3M1
122VOYA INVESTMENT MANAGEMENT LLC$61.5M1
123DANSKE BANK A/S$60.7M1
124Susquehanna Portfolio Strategies, LLC$60.6M1
125Mariner, LLC$60.4M1
126Cetera Investment Advisers$60.4M1
127STATE OF WISCONSIN INVESTMENT BOARD$60.3M1
128COMMONWEALTH EQUITY SERVICES, LLC$59.9M1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$59.4M1
130Harvest Portfolios Group Inc.$57.4M1
131ASSETMARK, INC$55.9M1
132Vanguard Investments Australia, Ltd.$55.3M1
133CAPITAL ADVISORS INC/OK$54.9M1
134Chevy Chase Trust Holdings, LLC$54.8M1
135Swedbank AB$54.4M1
136EDMOND DE ROTHSCHILD HOLDING S.A.$54.0M1
137TWO SIGMA INVESTMENTS, LP$52.5M1
138Calamos Advisors LLC$52.2M1
139O'SHAUGHNESSY ASSET MANAGEMENT, LLC$51.6M1
140APG Asset Management N.V.$51.0M1
141Asset Management One Co., Ltd.$50.8M1
142ROYAL LONDON ASSET MANAGEMENT LTD$50.7M1
143CAMBIAR INVESTORS LLC$49.8M1
144MERCER GLOBAL ADVISORS INC /ADV$49.8M1
145JOHNSON INVESTMENT COUNSEL INC$49.8M1
146ZACKS INVESTMENT MANAGEMENT$48.8M1
147Gotham Asset Management, LLC$48.6M1
148Vest Financial, LLC$48.3M1
149Corient Private Wealth LLC$48.2M1
150OPPENHEIMER ASSET MANAGEMENT INC.$46.6M1
151HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$45.9M1
152UNITED CAPITAL FINANCIAL ADVISORS, LLC$45.3M1
153OSAIC HOLDINGS, INC.$44.1M1
154KLP KAPITALFORVALTNING AS$43.4M1
155Talaria Asset Management Pty Ltd$43.1M1
156Nippon Life Global Investors Americas, Inc.$42.5M1
157M&T BANK CORP$42.2M1
158KEYBANK NATIONAL ASSOCIATION/OH$42.0M1
159Gradient Investments LLC$41.4M1
160Advisors Capital Management, LLC$41.1M1
161MILLENNIUM MANAGEMENT LLC$40.9M1
162&PARTNERS$40.5M1
163Ensign Peak Advisors, Inc$37.9M1
164State of New Jersey Common Pension Fund D$37.9M1
165Focus Partners Wealth$37.5M1
166Federation des caisses Desjardins du Quebec$36.5M1
167SEB Asset Management AB$36.3M1
168PRUDENTIAL FINANCIAL INC$35.6M1
169MAIRS & POWER INC$34.8M1
170BOONE CAPITAL MANAGEMENT LLC$34.5M1
171CIBC WORLD MARKET INC.$34.5M1
172HANCOCK WHITNEY CORP$33.3M1
173MATRIX ASSET ADVISORS INC/NY$32.6M1
174Tredje AP-fonden$32.4M1
175Crossmark Global Holdings, Inc.$31.7M1
176TD Waterhouse Canada Inc.$31.4M1
177MML INVESTORS SERVICES, LLC$30.5M1
178Arizona State Retirement System$30.4M1
179JANE STREET GROUP, LLC$30.3M1
180Czech National Bank$30.3M1
181Resona Asset Management Co.,Ltd.$29.3M1
182Creative Planning$29.2M1
183STATE OF MICHIGAN RETIREMENT SYSTEM$29.0M1
184Man Group plc$28.7M1
185SKBA CAPITAL MANAGEMENT LLC$28.0M1
186Leith Wheeler Investment Counsel Ltd.$28.0M1
187QRG CAPITAL MANAGEMENT, INC.$27.8M1
188Randolph Co Inc$26.8M1
189AlTi Global, Inc.$26.6M1
190St. James Investment Company, LLC$26.4M1
191BROWN ADVISORY INC$26.3M1
192GUGGENHEIM CAPITAL LLC$26.2M1
193MetLife Investment Management, LLC$26.0M1
194COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$25.9M1
195Mirae Asset Global Investments Co., Ltd.$25.8M1
196IFM Investors Pty Ltd$25.7M1
197UMB Bank, n.a.$25.4M1
198FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$25.4M1
199Arbejdsmarkedets Tillaegspension$25.4M1
200Zurich Insurance Group Ltd/FI$24.9M1
201STEPHENS INC /AR/$24.8M1
202Daiwa Securities Group Inc.$24.6M1
203DAVIS R M INC$24.6M1
204SECTOR GAMMA AS$24.3M1
205Osmosis Investment Management UK Ltd$23.9M1
206CORDA Investment Management, LLC.$23.6M1
207Retirement Systems of Alabama$23.6M1
208DnB Asset Management AS$23.4M1
209LGT Group Foundation$22.2M1
210Bridgewater Associates, LP$22.1M1
211Andra AP-fonden$22.0M1
212CENTRAL SECURITIES CORP$21.7M1
213GODSEY & GIBB, INC$21.6M1
214EFG International AG$21.6M1
215Tidal Investments LLC$21.4M1
216MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.3M1
217FACTORY MUTUAL INSURANCE CO$21.3M1
218Kestra Advisory Services, LLC$21.3M1
219Steward Partners Investment Advisory, LLC$21.2M1
220CWM, LLC$21.1M1
221SUMMITRY LLC$21.1M1
222BENJAMIN EDWARDS INC$20.9M1
223Varma Mutual Pension Insurance Co$20.6M1
224XPONANCE LLC$20.3M1
225Badgley Phelps Wealth Managers, LLC$20.0M1
226NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.8M1
227Northwest & Ethical Investments L.P.$19.4M1
228Financial Perspectives, Inc$19.0M1
229Verity & Verity, LLC$18.9M1
230MACQUARIE GROUP LTD$18.5M1
231Dakota Wealth Management$18.3M1
232COMMERCE BANK$18.3M1
233FIFTH THIRD BANCORP$18.3M1
234Utah Retirement Systems$18.1M1
235PUBLIC SECTOR PENSION INVESTMENT BOARD$18.0M1
236EXCHANGE TRADED CONCEPTS, LLC$17.5M1
237Vinva Investment Management Ltd$17.5M1
238Cresset Asset Management, LLC$17.4M1
239JB Capital LLC$17.2M1
240Empowered Funds, LLC$17.2M1
241ProVise Management Group, LLC$17.2M1
242EDENTREE ASSET MANAGEMENT Ltd$17.1M1
243OPPENHEIMER & CO INC$17.1M1
244Avidity Partners Management LP$16.8M1
245Talbot Financial, LLC$16.7M1
246NEOS Investment Management LLC$16.6M1
247Hardman Johnston Global Advisors LLC$16.6M1
248Illinois Municipal Retirement Fund$16.4M1
249NewEdge Advisors, LLC$15.9M1
250D.A. DAVIDSON & CO.$15.5M1
251Sumitomo Mitsui DS Asset Management Company, Ltd$15.5M1
252GRIMES & Co WEALTH MANAGEMENT, LLC$15.4M1
253ASSOCIATED BANC-CORP$15.4M1
254BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$15.3M1
255Stack Financial Management, Inc$15.1M1
256CAPITOLIS LIQUID GLOBAL MARKETS LLC$14.9M1
257TOCQUEVILLE ASSET MANAGEMENT L.P.$14.8M1
258Kimelman & Baird, LLC$14.7M1
259Sanctuary Advisors, LLC$14.4M1
260Veritas Asset Management LLP$14.1M1
261CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$14.1M1
262Smith Salley Wealth Management$14.1M1
263PICTON MAHONEY ASSET MANAGEMENT$13.6M1
264NICHOLS & PRATT ADVISERS LLP /MA$13.6M1
265ASR Vermogensbeheer N.V.$13.6M1
266LBP AM SA$13.5M1
267Private Advisor Group, LLC$13.5M1
268Pathstone Holdings, LLC$13.5M1
269RPG Investment Advisory, LLC$13.4M1
270CLARK ESTATES INC/NY$13.4M1
271BLAIR WILLIAM & CO/IL$13.3M1
272Elo Mutual Pension Insurance Co$13.1M1
273Kiltearn Partners LLP$13.0M1
274Vivaldi Capital Management LP$12.8M1
275OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.7M1
276Moran Wealth Management, LLC$12.7M1
277Ethic Inc.$12.6M1
278Lombard Odier Asset Management (Europe) Ltd$12.6M1
279Hikari Tsushin, Inc.$12.6M1
280World Investment Advisors$12.5M1
281WINTON GROUP Ltd$12.3M1
282BAR HARBOR WEALTH MANAGEMENT$12.3M1
283Avanza Fonder AB$12.3M1
284FIL Ltd$12.2M1
285Atria Investments, Inc$12.1M1
286Bryn Mawr Trust Advisors, LLC$12.0M1
287MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.8M1
288Stockman Wealth Management, Inc.$11.7M1
289FARMERS & MERCHANTS INVESTMENTS INC$11.7M1
290WESTWOOD HOLDINGS GROUP INC$11.5M1
291KANAWHA CAPITAL MANAGEMENT LLC$11.3M1
292Meiji Yasuda Asset Management Co Ltd.$11.1M1
293Northside Capital Management, LLC$11.0M1
294NOESIS CAPITAL MANGEMENT CORP$10.9M1
295Vanguard Personalized Indexing Management, LLC$10.9M1
296Soltis Investment Advisors LLC$10.8M1
297Equitable Holdings, Inc.$10.8M1
298MAI Capital Management$10.7M1
299PINNACLE ASSOCIATES LTD$10.5M1
300BANK OF NOVA SCOTIA TRUST CO$10.3M1
301Trexquant Investment LP$10.1M1
302CUTLER INVESTMENT COUNSEL LLC$10.0M1
303Lansforsakringar Fondforvaltning AB (publ)$10.0M1
304KESTRA PRIVATE WEALTH SERVICES, LLC$9.9M1
305Pinnacle Financial Partners, Inc.$9.9M1
306EVENTIDE ASSET MANAGEMENT, LLC$9.8M1
307Compagnie Lombard Odier SCmA$9.8M1
308GW HENSSLER & ASSOCIATES LTD$9.7M1
309Diversified Trust Co$9.7M1
310ADVOCATE GROUP LLC$9.7M1
311OneDigital Investment Advisors LLC$9.6M1
312SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.6M1
313Foster Victor Wealth Advisors, LLC$9.6M1
314Te Ahumairangi Investment Management Ltd$9.5M1
315TEACHER RETIREMENT SYSTEM OF TEXAS$9.4M1
316Waverly Advisors, LLC$9.2M1
317COLRAIN CAPITAL LLC$9.2M1
318LGT Fund Management Co Ltd.$9.1M1
319Value Partners Investments Inc.$9.1M1
320HB Wealth Management, LLC$8.8M1
321Orange Investment Advisors, Inc.$8.8M1
322Regal Investment Advisors LLC$8.8M1
323FLPUTNAM INVESTMENT MANAGEMENT CO$8.8M1
324MATTERN CAPITAL MANAGEMENT, LLC$8.7M1
325CenterBook Partners LP$8.7M1
326Orion Porfolio Solutions, LLC$8.7M1
327ARMSTRONG HENRY H ASSOCIATES INC$8.6M1
328Rafferty Asset Management, LLC$8.6M1
329IQ EQ FUND MANAGEMENT (IRELAND) Ltd$8.6M1
330Vestmark Advisory Solutions, Inc.$8.6M1
331Taikang Asset Management (Hong Kong) Co Ltd$8.5M1
332Vident Advisory, LLC$8.5M1
333Banque de Luxembourg S.A.$8.4M1
334HOWE & RUSLING INC$8.3M1
335Advisors Asset Management, Inc.$8.2M1
336Game Creek Capital, LP$8.1M1
337MARCO INVESTMENT MANAGEMENT LLC$8.1M1
338FOURPATH CAPITAL MANAGEMENT, LLC$8.0M1
339Investment Management Corp of Ontario$7.9M1
340Columbus Macro, LLC$7.8M1
341DIVERSIFY WEALTH MANAGEMENT, LLC$7.8M1
342Rhenman & Partners Asset Management AB$7.8M1
343HUDSON EDGE INVESTMENT PARTNERS INC.$7.8M1
344Nepsis Inc.$7.7M1
345LANSDOWNE PARTNERS (UK) LLP$7.7M1
346Lido Advisors, LLC$7.6M1
347Purpose Unlimited Inc.$7.6M1
348TOKIO MARINE ASSET MANAGEMENT CO LTD$7.6M1
349ABN AMRO INVESTMENT SOLUTIONS$7.5M1
350Allworth Financial LP$7.5M1
351Wealthfront Advisers LLC$7.5M1
352FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$7.5M1
353NICHOLAS COMPANY, INC.$7.4M1
354Concurrent Investment Advisors, LLC$7.4M1
355Estabrook Capital Management$7.3M1
356FIRST NATIONAL BANK OF OMAHA$7.1M1
357Snowden Capital Advisors LLC$7.1M1
358PRINCIPAL SECURITIES, INC.$6.9M1
359TOTH FINANCIAL ADVISORY CORP$6.9M1
360Y-Intercept (Hong Kong) Ltd$6.8M1
361Wilmington Savings Fund Society, FSB$6.8M1
362Independent Advisor Alliance$6.7M1
363Intesa Sanpaolo S.p.A.$6.7M1
364Mitsubishi UFJ Trust & Banking Corp$6.7M1
365MIZUHO SECURITIES USA LLC$6.7M1
366ALLIANZ SE$6.7M1
367NorthCrest Asset Manangement, LLC$6.7M1
368Norinchukin Bank, The$6.7M1
369WCG Wealth Advisors LLC$6.6M1
370Qube Research & Technologies Ltd$6.6M1
371Guinness Atkinson Asset Management Inc$6.6M1
372GRANDFIELD & DODD, LLC$6.6M1
373CITIZENS FINANCIAL GROUP INC/RI$6.5M1
374Sompo Asset Management Co., Ltd.$6.5M1
375ELEVATION POINT WEALTH PARTNERS, LLC$6.5M1
376HUNTINGTON NATIONAL BANK$6.5M1
377Providence Capital Advisors, LLC$6.4M1
378BRASADA CAPITAL MANAGEMENT, LP$6.4M1
379Aptus Capital Advisors, LLC$6.4M1
380Addenda Capital Inc.$6.4M1
381Stablepoint Partners, LLC$6.3M1
382Two Point Capital Management, Inc.$6.3M1
383Sicart Associates LLC$6.3M1
384Goelzer Investment Management, Inc.$6.3M1
385SUVRETTA CAPITAL MANAGEMENT, LLC$6.3M1
386BTC Capital Management, Inc.$6.3M1
387American Assets Investment Management, LLC$6.2M1
388Beacon Harbor Wealth Advisors, Inc.$6.2M1
389Stratos Wealth Partners, LTD.$6.1M1
390Geneos Wealth Management Inc.$6.1M1
391Patriot Financial Group Insurance Agency, LLC$6.1M1
392Bleakley Financial Group, LLC$6.0M1
393Telos Capital Management, Inc.$6.0M1
394SIRIOS CAPITAL MANAGEMENT L P$6.0M1
395First Nebraska Trust Co$6.0M1
396AZZAD ASSET MANAGEMENT INC /ADV$5.9M1
397Banque Cantonale Vaudoise$5.9M1
398ALBION FINANCIAL GROUP /UT$5.8M1
399Emerald Investment Advisers, LLC$5.8M1
400CAISSE DES DEPOTS ET CONSIGNATIONS$5.8M1
401RITHOLTZ WEALTH MANAGEMENT$5.7M1
402Linscomb Wealth, Inc.$5.7M1
403Murphy Pohlad Asset Management LLC$5.7M1
404GREENWOOD CAPITAL ASSOCIATES LLC$5.7M1
405Ellsworth Advisors, LLC$5.7M1
406Clear Trail Advisors, LLC$5.6M1
407LMCG INVESTMENTS, LLC$5.6M1
408Perennial Advisors, LLC$5.5M1
409Maryland State Retirement & Pension System$5.5M1
410MONEY CONCEPTS CAPITAL CORP$5.5M1
411LAFFER TENGLER INVESTMENTS, INC.$5.5M1
412Envestnet Portfolio Solutions, Inc.$5.5M1
413Merit Financial Group, LLC$5.4M1
414CI INVESTMENTS INC.$5.4M1
415SMITHBRIDGE ASSET MANAGEMENT INC/DE$5.4M1
416Siemens Fonds Invest GmbH$5.4M1
417XTX Topco Ltd$5.4M1
418Columbia Asset Management$5.3M1
419PARTHENON LLC$5.3M1
420Moors & Cabot, Inc.$5.3M1
421MGO ONE SEVEN LLC$5.3M1
422POLEN CAPITAL MANAGEMENT LLC$5.3M1
423J.W. COLE ADVISORS, INC.$5.2M1
424WESTFIELD CAPITAL MANAGEMENT CO LP$5.2M1
425MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$5.2M1
426MONARCH CAPITAL MANAGEMENT INC$5.2M1
427NAPLES GLOBAL ADVISORS, LLC$5.2M1
428HENNESSY ADVISORS INC$5.2M1
429CHOREO, LLC$5.2M1
430J.P. Marvel Investment Advisors, LLC$5.1M1
431Mandatum Life Insurance Co Ltd$5.1M1
432Robeco Schweiz AG$5.1M1
433INTACT INVESTMENT MANAGEMENT INC.$5.1M1
434Decker Wealth Management LLC$5.1M1
435Caprock Group, LLC$5.1M1
436Monte Financial Group, LLC$5.0M1
437Econ Financial Services Corp$5.0M1
438ABN AMRO Bank N.V.$4.8M1
439DLK Investment Management, LLC$4.8M1
440RBA Wealth Management, LLC$4.7M1
441Tevis Investment Management$4.7M1
442Proactive Wealth Strategies LLC$4.7M1
443Generali Asset Management SPA SGR$4.7M1
444LEVEL FOUR ADVISORY SERVICES, LLC$4.7M1
445DAYMARK WEALTH PARTNERS, LLC$4.6M1
446Stamos Capital Partners, L.P.$4.6M1
447CREDIT AGRICOLE S A$4.6M1
448NEEDHAM INVESTMENT MANAGEMENT LLC$4.6M1
449GROUPAMA ASSET MANAGMENT$4.6M1
450Compass Wealth Management LLC$4.6M1
451Robinson Value Management, Ltd.$4.6M1
452MUFG Securities EMEA plc$4.6M1
453SIMON QUICK ADVISORS, LLC$4.5M1
454GeoWealth Management, LLC$4.5M1
455Haverford Financial Services, Inc.$4.5M1
456Glenview Trust Co$4.4M1
457WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$4.4M1
458LaFleur & Godfrey LLC$4.4M1
459SFMG, LLC$4.4M1
460GHP Investment Advisors, Inc.$4.4M1
461Palisade Asset Management, LLC$4.4M1
462OMERS ADMINISTRATION Corp$4.4M1
463Lifeworks Advisors, LLC$4.4M1
464Continuum Advisory, LLC$4.3M1
465Apollon Wealth Management, LLC$4.3M1
466Woodline Partners LP$4.3M1
467Gilman Hill Asset Management, LLC$4.3M1
468Coastal Bridge Advisors, LLC$4.3M1
469Sequoia Financial Advisors, LLC$4.3M1
470Kintegral Advisory, LLC$4.3M1
471Fisher Funds Management LTD$4.3M1
472Global Wealth Management Investment Advisory, Inc.$4.3M1
473INTECH INVESTMENT MANAGEMENT LLC$4.2M1
474Morningstar Investment Management LLC$4.2M1
475Hamilton Point Investment Advisors, LLC$4.2M1
476HEADINVEST, LLC$4.2M1
477Hedeker Wealth, LLC$4.1M1
478FIDUCIARY TRUST CO$4.1M1
479MEYER HANDELMAN CO$4.1M1
480Saudi Central Bank$4.1M1
481Old North State Wealth Management, LLC$4.1M1
482KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$4.1M1
483Convergence Investment Partners, LLC$4.1M1
484W.G. Shaheen & Associates DBA Whitney & Co$4.0M1
485ADVISORTRUST PARTNERS, LLC$4.0M1
486JGP Wealth Management, LLC$4.0M1
487Mattson Financial Services, LLC$4.0M1
48844 WEALTH MANAGEMENT LLC$4.0M1
489Stonebridge Financial Group, LLC$4.0M1
490Mutual Advisors, LLC$3.9M1
491BERKSHIRE ASSET MANAGEMENT LLC/PA$3.9M1
492Railway Pension Investments Ltd$3.9M1
493FIRST NATIONAL TRUST CO$3.9M1
494First Pacific Financial$3.9M1
495BOYAR ASSET MANAGEMENT INC.$3.9M1
496Zhang Financial LLC$3.9M1
497Mubadala Investment Co PJSC$3.8M1
498COURIER CAPITAL LLC$3.8M1
499NovaPoint Capital, LLC$3.8M1
500Callan Family Office, LLC$3.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 6 sell
Congress net ($ bound)−$158K to −$4.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MDT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MDT
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for MDT · financials and macro

Financials — as filed PLANNED

MDT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MDT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing