Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MEDTRONIC PLC (MDT)

2K + Investors. Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +122
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — MDT

Based on 2134 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,134 hedge funds hold MDT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+184 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1091 buying974 selling
Last quarter: 1,091 funds bought or added vs 974 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+72 vs last Q)

new funds entering per quarter
Funds opening a new MDT position: 203 → 141 → 188 → 260. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

72% conviction (2yr+) 15% medium 13% new
1,534 out of 2,134 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

181 → 203 → 141 → 188 → 260 new funds/Q
New funds entering each quarter: 203 → 141 → 188 → 260. A growing number of institutions are discovering MDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 10% 1-2yr 17% new
Of 2,195 current holders: 1,605 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
47 of 2134 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MDT

How many hedge funds hold MDT — quarterly history vs. share price
Quarterly hedge fund ownership of MDT vs. share price

Market Analysis: MDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MDT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

174 top-rated funds 25 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: MDT
2026 Q1 Stats Unlock in 14 days 2K + Investors

Track Smart Money conviction in MDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2195 2081 5.48%
13F Shares 1.09B 1.07B 1.76%
Total Value $104.30B $104.74B -0.42%
New Positions 263 190 +73
Increased Positions 922 956 -34
Closed Positions 145 152 -7
Reduced Positions 914 886 +28
Total Calls 37 43 -13.95%
Total Puts 34 36 -5.56%
PUT/CALL Ratio 0.92 0.84 Neutral

Statistics: MDT

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Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MDT. Verified SEC 13F-HR filings.

Top 25 institutional holders of MDT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banque de Luxembourg S.A. 4.33% 96,681 $8.4M
2 Guinness Asset Management LTD 4.05% 2,716,852 $234.8M
3 Nexus Investment Management ULC 3.71% 306,193 $26.5M
4 Barnes Dennig Private Wealth Management LLC 3.33% 38,820 $3.4M
5 Guinness Atkinson Asset Management Inc 3.31% 76,481 $6.6M
6 F&V Capital Management, LLC 3.23% 176,322 $15K
7 MATRIX ASSET ADVISORS INC/NY 2.99% 375,696 $32.6M
8 Two Point Capital Management, Inc. 2.76% 72,897 $6.3M
9 EQUITY INVESTMENT CORP 2.71% 1,598,680 $138.5M
10 Tevis Investment Management 2.69% 54,074 $4.7M
11 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2.64% 34,874 $3.0M
12 Nepsis Inc. 2.60% 89,439 $7.7M
13 Randolph Co Inc 2.56% 309,011 $26.8M
14 Robinson Value Management, Ltd. 2.55% 52,777 $4.6M
15 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2.37% 59,640 $5.2M
16 Econ Financial Services Corp 2.30% 57,270 $5.0M
17 Wallington Asset Management, LLC 2.26% 195,969 $17.0M
18 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.25% 46,923 $4.1M
19 Martin Capital Partners, LLC 2.23% 69,360 $6K
20 WealthBridge Investment Counsel Inc. 2.10% 79,285 $7K
21 Murphy Pohlad Asset Management LLC 2.06% 66,217 $5.7M
22 Nippon Life Global Investors Americas, Inc. 1.92% 486,990 $42.5M
23 DLK Investment Management, LLC 1.91% 55,783 $4.8M
24 GODSEY & GIBB, INC 1.89% 249,835 $21.6M
25 Old North State Wealth Management, LLC 1.88% 46,922 $4.1M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MEDTRONIC PLC (MDT)

What does the Smart Money Trend signal show for MDT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MDT?

Slight buying edge — 53% buying: Last quarter: 1,091 funds bought or added vs 974 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MDT holders?

Elite ownership — 58% AUM from top-100 funds: 47 of 2134 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in MDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MDT?

72% of holders stayed for 2+ years: 1,534 out of 2,134 hedge funds have held MDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.