MDT Medtronic plc
Medtronic plc (MDT) Institutional Ownership
What the institutions did with MDT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | 174.1K | 18.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 174.0K | 18.3% |
| MassMutual Private Wealth & Trust, FSB | 149.7K | 15.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 113.1K | 11.9% |
| PARK NATIONAL CORP /OH/ | 102.9K | 10.8% |
| Stonebridge Financial Group, LLC | 54.2K | 5.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 37.2K | 3.9% |
| Ridgewood Investments LLC | 29.3K | 3.1% |
| EASTERN BANK | 21.6K | 2.3% |
| Partnership Wealth Management, LLC | 15.7K | 1.7% |
| CX Institutional | 10.7K | 1.1% |
| ROCKLAND TRUST CO | 10.1K | 1.1% |
| DOLIVER ADVISORS, LP | 9.3K | 1.0% |
| NEVILLE RODIE & SHAW INC | 8.9K | 0.9% |
| Versant Capital Management, Inc | 7.5K | 0.8% |
| General Partner, Inc. | 6.2K | 0.7% |
| Boltwood Capital Management | 6.2K | 0.7% |
| Montecito Bank & Trust | 3.6K | 0.4% |
| Adelphi Trust Co | 3.2K | 0.3% |
| Central Pacific Bank - Trust Division | 2.4K | 0.3% |
| First Citizens Financial Corp | 2.3K | 0.2% |
| Coastline Trust Co | 2.2K | 0.2% |
| Roxbury Financial LLC | 1.3K | 0.1% |
| TOMPKINS FINANCIAL CORP | 1.0K | 0.1% |
| Rosenberg Matthew Hamilton | 695 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 97.5K | 10.7K | -86.8K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 195.2K | 174.0K | -21.2K |
| MassMutual Private Wealth & Trust, FSB | Increased | 130.4K | 149.7K | +19.3K |
| PARK NATIONAL CORP /OH/ | Reduced | 116.9K | 102.9K | -14.0K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 181.7K | 174.1K | -7.6K |
| Versant Capital Management, Inc | Increased | 3.8K | 7.5K | +3.6K |
| First Citizens Financial Corp | New | 0 | 2.3K | +2.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 114.8K | 113.1K | -1.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 35.7K | 37.2K | +1.5K |
| ROCKLAND TRUST CO | Increased | 9.2K | 10.1K | +936 |
| EASTERN BANK | Increased | 21.0K | 21.6K | +613 |
| Partnership Wealth Management, LLC | Reduced | 16.2K | 15.7K | -487 |
| Rosenberg Matthew Hamilton | Increased | 419 | 695 | +276 |
| NEVILLE RODIE & SHAW INC | Reduced | 9.2K | 8.9K | -250 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 585 | 335 | -250 |
| Stonebridge Financial Group, LLC | Increased | 54.0K | 54.2K | +217 |
| GoalVest Advisory LLC | Increased | 34 | 214 | +180 |
| Adelphi Trust Co | Increased | 3.1K | 3.2K | +173 |
| DOLIVER ADVISORS, LP | Reduced | 9.4K | 9.3K | -135 |
| Coastline Trust Co | Reduced | 2.3K | 2.2K | -107 |
| Boltwood Capital Management | Reduced | 6.3K | 6.2K | -75 |
| Montecito Bank & Trust | Reduced | 3.6K | 3.6K | -55 |
| Planning Strategies Inc. | Increased | 31 | 62 | +31 |
| TOMPKINS FINANCIAL CORP | Reduced | 1.0K | 1.0K | -13 |
| Roxbury Financial LLC | Increased | 1.3K | 1.3K | +5 |
| Central Pacific Bank - Trust Division | Reduced | 2.4K | 2.4K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.