Follow-The-Filings

Security · featured owners

MDT Medtronic PLC

Health Care SHS Equity as of 2026 Q2 among managers we track

  • 11 Owners
  • #75
  • Max 2.8%
  • Master 0.12%
  • $2.1B
  • 1 new 5 add 5 reduce 1 exit

MDT (Medtronic PLC) is held in 11 featured 13F books as of 2026 Q2. David Katz - Matrix Asset Advisors is the largest tracked holder by portfolio weight (2.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.8% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz add 2.8%
  2. Harry Burn add 2.0%
  3. First Eagle Investment Manage... add 1.8%
  4. Murphy Pohlad reduce 1.8%
  5. David Witzke reduce 0.88%
  6. Richard Pzena reduce 0.72%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 1.8% Add +37.2% 13,783,983 $1.1B history
Dodge & Cox 2026 Q2 0.32% Add +2.4% 7,875,898 $616M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.72% Reduce −0.3% 3,147,999 $246M history
Harry Burn - Sound Shore Management 2026 Q2 2.0% Add +1.6% 838,573 $66M history
David Katz - Matrix Asset Advisors 2026 Q2 2.8% Add +15.4% 433,672 $34M history
Mairs & Power 2026 Q2 0.26% Reduce −9.6% 363,349 $28M history
Davidson Kempner Capital Management 2026 Q2 0.11% New 0.11% 114,800 $9M history
David Witzke - Avidity Partners Management 2026 Q2 0.88% Reduce −30.0% 70,000 $5M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.8% Reduce −3.2% 64,119 $5M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.58% Reduce −1.9% 15,411 $1M history
Hillman Capital Management 2026 Q2 0.32% Add +55.6% 5,707 $446K history
Polen Capital Management exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 60,661 $5M history

11 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 20, 2026 Filing Doc
4 Period Jul 31, 2026 · 3 forms Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 31, 2026 · 3 forms Filing Doc
4 Period Jul 28, 2026 Filing Doc
4 Period Jul 8, 2026 Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period Jun 4, 2026 · 4 forms Filing Doc
4 Period May 26, 2026 · 6 forms Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 27, 2026 Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $31.23B $32.36B $33.54B $36.36B
Gross profit * $20.51B $21.15B $21.9B $23.64B
Gross margin * 65.7% 65.3% 65.3% 65.0%
Net income $3.76B $3.68B $4.66B $4.8B
Net margin * 12.0% 11.4% 13.9% 13.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $21.68B $21.94B $23.81B $24.79B
Total non-current assets * $69.27B $68.05B $67.87B $68.24B
Total assets $90.95B $89.98B $91.68B $93.03B
Total current liabilities $9.05B $10.79B $12.88B $11.66B
Total non-current liabilities * $30.23B $28.77B $30.54B $31.3B
Total equity $51.48B $50.21B $48.02B $49.46B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $6.04B $6.79B $7.04B $7.33B
Cash from investing -$3.49B -$2.37B -$1.94B -$2.93B
Cash from financing -$4.96B -$4.45B -$4.36B -$4.75B
Net change in cash -$2.17B -$0.259B $0.934B -$0.269B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders