MDT Institutional Ownership
Medtronic Plc
1W: -0.7%
1M: +5.0%
3M: +8.2%
YTD: +0.3%
1Y: +3.6%
3Y: +42.6%
5Y: -9.8%
$93.95
-0.84 (-0.89%)
Weekly Expected Move ±4.3%
$87
$91
$95
$99
$104
Credit Risk of going bust: lower than 81% of companies Debt: 19.0% of company value Bonds: $175.5M held by 166 funds, 54 bp over Treasuries → details ▾
If the stock fell to about $1.30 (down 99%), Medtronic Plc would be worth roughly what it owes.
Total debt $28.15B against a stock market value of $120.18B.
Distance to default 10.00 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $15.34B (short-term plus half of long-term), stock volatility 24.6%; Altman Z'' 3.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Total debt $28.15B against a stock market value of $120.18B.
Distance to default 10.00 (Merton model): prices to 2026-10-27, balance sheet 2026-07-31, debt counted $15.34B (short-term plus half of long-term), stock volatility 24.6%; Altman Z'' 3.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — MDT
2,378
Institutional Holders
-68 vs prior quarter
0.0%
Ownership
+0.00pp
$85B
Total Invested
177
New Positions
839
Increased
1163
Reduced
242
Closed
1.03
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2566 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 114,020,787 | $10.7B | +838,220 | +0.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 83,816,735 | $7.9B | +482,902 | +0.6% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 63,399,315 | $6.0B | +1,658,301 | +2.7% | 46Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 34,059,967 | $3.2B | +609,409 | +1.8% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 30,192,015 | $2.8B | +1,455,674 | +5.1% | 46Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 27,784,471 | $2.6B | -23,189,070 | -45.5% | 46Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 21,322,401 | $2.0B | -4,692,602 | -18.0% | 15Q | SEC ↗ |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 19,872,600 | $1.9B | -1,564,999 | -7.3% | 46Q | SEC ↗ |
| 9 | MORGAN STANLEY | 19,444,871 | $1.8B | -1,272,158 | -6.1% | 46Q | SEC ↗ |
| 10 | DEUTSCHE BANK AG | 18,449,877 | $1.7B | -552,537 | -2.9% | 46Q | SEC ↗ |
| 11 | Invesco Ltd. | 17,885,150 | $1.7B | +1,098,152 | +6.5% | 46Q | SEC ↗ |
| 12 | FRANKLIN RESOURCES INC | 17,550,983 | $1.6B | +3,375,304 | +23.8% | 22Q | SEC ↗ |
| 13 | NORGES BANK NEW | 16,551,016 | $1.6B | — | +0.0% | 1Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 16,026,475 | $1.5B | +1,846,658 | +13.0% | 46Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 14,694,253 | $1.4B | -807,616 | -5.2% | 46Q | SEC ↗ |
| 16 | First Eagle Investment Management, LLC | 13,783,983 | $1.3B | +3,739,288 | +37.2% | 24Q | SEC ↗ |
| 17 | Capital Research Global Investors | 13,261,310 | $1.2B | -28,665,280 | -68.4% | 39Q | SEC ↗ |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 12,892,710 | $1.2B | +8,233,285 | +176.7% | 21Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 11,626,741 | $1.1B | -410,080 | -3.4% | 46Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 11,565,988 | $1.1B | -413,943 | -3.5% | 16Q | SEC ↗ |
| 21 | WCM INVESTMENT MANAGEMENT, LLC | 10,826,014 | $1.0B | -439,700 | -3.9% | 2Q | SEC ↗ |
| 22 | Legal & General Group Plc | 9,832,804 | $924M | -484,011 | -4.7% | 27Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 9,012,210 | $847M | +3,411,620 | +60.9% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 8,905,319 | $837M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 8,905,319 | $837M | +297,964 | +3.5% | 15Q | SEC ↗ |
| 26 | Capital World Investors | 8,373,074 | $787M | -8,134,242 | -49.3% | 6Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 7,904,930 | $743M | +390,152 | +5.2% | 46Q | SEC ↗ |
| 28 | Dodge & Cox | 7,875,898 | $740M | +181,290 | +2.4% | 25Q | SEC ↗ |
| 29 | SCHRODER INVESTMENT MANAGEMENT GROUP | 7,689,456 | $722M | -917,148 | -10.7% | 46Q | SEC ↗ |
| 30 | PRICE T ROWE ASSOCIATES INC /MD | 7,576,459 | $712M | +1,692,113 | +28.8% | 16Q | SEC ↗ |
| 31 | DIMENSIONAL FUND ADVISORS LP | 7,411,228 | $696M | -104,922 | -1.4% | 46Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 7,208,194 | $677M | -8,569 | -0.1% | 2Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 7,113,902 | $668M | -268,256 | -3.6% | 7Q | SEC ↗ |
| 34 | ALLIANCEBERNSTEIN L.P. | 6,621,751 | $622M | -1,199,318 | -15.3% | 46Q | SEC ↗ |
| 35 | SG Americas Securities, LLC NEW | 6,500,749 | $611M | — | +0.0% | 1Q | SEC ↗ |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 6,474,476 | $608M | -1,051,096 | -14.0% | 46Q | SEC ↗ |
| 37 | Aristotle Capital Management, LLC | 6,293,698 | $591M | -355,565 | -5.3% | 46Q | SEC ↗ |
| 38 | ENVESTNET ASSET MANAGEMENT INC | 6,173,570 | $580M | -639,262 | -9.4% | 45Q | SEC ↗ |
| 39 | AMERICAN CENTURY COMPANIES INC | 6,153,467 | $578M | +649,112 | +11.8% | 15Q | SEC ↗ |
| 40 | BARCLAYS PLC | 6,084,725 | $572M | +3,329,584 | +120.8% | 46Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 6,064,377 | $570M | +305,411 | +5.3% | 41Q | SEC ↗ |
| 42 | Amundi | 5,824,040 | $547M | -246,196 | -4.1% | 21Q | SEC ↗ |
| 43 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 5,789,077 | $544M | +997,987 | +20.8% | 46Q | SEC ↗ |
| 44 | UBS Group AG | 5,551,443 | $522M | -860,809 | -13.4% | 46Q | SEC ↗ |
| 45 | DZ BANK AG Deutsche Zentral Genossensc | 5,534,109 | $520M | +908,470 | +19.6% | 39Q | SEC ↗ |
| 46 | MANUFACTURERS LIFE INSURANCE COMPANY, | 5,378,561 | $505M | -34,792 | -0.6% | 46Q | SEC ↗ |
| 47 | CITADEL ADVISORS LLC | 5,373,877 | $505M | +4,391,136 | +446.8% | 46Q | SEC ↗ |
| 48 | FEDERATED HERMES, INC. | 5,133,708 | $482M | +2,486,265 | +93.9% | 46Q | SEC ↗ |
| 49 | D. E. Shaw & Co., Inc. | 4,396,781 | $413M | +3,502,166 | +391.5% | 40Q | SEC ↗ |
| 50 | Jupiter Topco LLC NEW | 4,391,694 | $413M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 16,551,016 | $1.6B |
| Sixth Street Partners Management Co | 8,905,319 | $837M |
| SG Americas Securities, LLC | 6,500,749 | $611M |
| Jupiter Topco LLC | 4,391,694 | $413M |
| RENAISSANCE TECHNOLOGIES LLC | 3,167,741 | $298M |
| BANK OF NOVA SCOTIA | 2,105,558 | $198M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1,731,506 | $163M |
| Meridiem Capital Partners LP | 431,042 | $40M |
| HRT FINANCIAL LP | 381,816 | $36M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 343,680 | $32M |
| Schonfeld Strategic Advisors LLC | 325,270 | $31M |
| Defilade Capital Management, L.P. | 303,301 | $28M |
| Integral Health Asset Management, L | 200,000 | $19M |
| MARSHALL WACE, LLP | 182,300 | $17M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 173,452 | $16M |
| Invenomic Capital Management LP | 152,330 | $14M |
| AEGON ASSET MANAGEMENT UK Plc | 144,550 | $14M |
| Sio Capital Management, LLC | 142,500 | $13M |
| Keystone Financial Planning, Inc. | 126,411 | $12M |
| Davidson Kempner Capital Management | 114,800 | $11M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Artisan Partners Limited Partnershi | 1,328,676 | $125M |
| Clearbridge Investments, LLC | 1,126,720 | $106M |
| Canoe Financial LP | 743,236 | $70M |
| SEVEN GRAND MANAGERS, LLC | 400,000 | $38M |
| BOONE CAPITAL MANAGEMENT LLC | 398,065 | $37M |
| Arbejdsmarkedets Tillaegspension | 292,638 | $27M |
| CSM Advisors, LLC | 268,258 | $25M |
| PFM Health Sciences, LP | 213,796 | $20M |
| MIROVA | 195,560 | $18M |
| Miramar Capital, LLC | 146,412 | $14M |
| WINTON GROUP Ltd | 142,500 | $13M |
| CONNORS INVESTOR SERVICES INC | 140,301 | $13M |
| PBU - The Pension Fund of Early Chi | 135,915 | $13M |
| Taproot Management LP | 105,871 | $10M |
| Cornerstone Advisors, LLC | 98,800 | $9M |
| Columbus Macro, LLC | 90,562 | $9M |
| NKCFO LLC | 84,400 | $8M |
| BCWM, LLC | 83,522 | $8M |
| First Washington CORP | 82,487 | $8M |
| Hikari Power Ltd | 79,060 | $7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | +8,233,285 | +176.7% | 12,892,710 |
| CITADEL ADVISORS LLC | +4,391,136 | +446.8% | 5,373,877 |
| First Eagle Investment Management, | +3,739,288 | +37.2% | 13,783,983 |
| D. E. Shaw & Co., Inc. | +3,502,166 | +391.5% | 4,396,781 |
| GOLDMAN SACHS GROUP INC | +3,411,620 | +60.9% | 9,012,210 |
| FRANKLIN RESOURCES INC | +3,375,304 | +23.8% | 17,550,983 |
| BARCLAYS PLC | +3,329,584 | +120.8% | 6,084,725 |
| JANE STREET GROUP, LLC | +3,175,109 | +907.5% | 3,524,983 |
| Qube Research & Technologies Ltd | +2,693,680 | +3521.8% | 2,770,165 |
| TWO SIGMA INVESTMENTS, LP | +2,635,279 | +435.2% | 3,240,847 |
| FEDERATED HERMES, INC. | +2,486,265 | +93.9% | 5,133,708 |
| FIRST TRUST ADVISORS LP | +2,242,468 | +253.9% | 3,125,757 |
| ROYAL BANK OF CANADA | +1,846,658 | +13.0% | 16,026,475 |
| Boston Partners | +1,774,211 | +87.5% | 3,802,116 |
| PRICE T ROWE ASSOCIATES INC /MD | +1,692,113 | +28.8% | 7,576,459 |
| AQR CAPITAL MANAGEMENT LLC | +1,673,280 | +102.9% | 3,299,627 |
| STATE STREET CORP | +1,658,301 | +2.7% | 63,399,315 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,455,674 | +5.1% | 30,192,015 |
| BNP PARIBAS FINANCIAL MARKETS | +1,274,831 | +50.6% | 3,792,954 |
| Invesco Ltd. | +1,098,152 | +6.5% | 17,885,150 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -28,665,280 | -68.4% | 13,261,310 |
| JPMORGAN CHASE & CO | -23,189,070 | -45.5% | 27,784,471 |
| UBS AM, a distinct business unit of | -9,106,059 | -93.6% | 627,689 |
| Capital World Investors | -8,134,242 | -49.3% | 8,373,074 |
| BANK OF AMERICA CORP /DE | -4,692,602 | -18.0% | 21,322,401 |
| Capital Wealth Planning, LLC | -3,519,371 | -99.9% | 3,064 |
| BESSEMER GROUP INC | -2,587,971 | -54.4% | 2,165,359 |
| VAN ECK ASSOCIATES CORP | -2,512,360 | -95.7% | 112,566 |
| LAZARD ASSET MANAGEMENT LLC | -2,386,409 | -72.1% | 922,752 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -1,564,999 | -7.3% | 19,872,600 |
| TRUIST FINANCIAL CORP | -1,560,305 | -56.4% | 1,205,777 |
| Magellan Asset Management Ltd | -1,341,170 | -92.2% | 113,048 |
| Robeco Institutional Asset Manageme | -1,300,031 | -84.7% | 235,573 |
| MORGAN STANLEY | -1,272,158 | -6.1% | 19,444,871 |
| NEUBERGER BERMAN GROUP LLC | -1,229,880 | -33.3% | 2,468,323 |
| ALLIANCEBERNSTEIN L.P. | -1,199,318 | -15.3% | 6,621,751 |
| NATIXIS ADVISORS, LLC | -1,122,079 | -40.9% | 1,622,749 |
| VICTORY CAPITAL MANAGEMENT INC | -1,107,822 | -33.8% | 2,171,583 |
| MACKENZIE FINANCIAL CORP | -1,088,853 | -47.3% | 1,210,929 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,051,096 | -14.0% | 6,474,476 |