Signals

MDT

119 in-universe funds with a nonzero position in MDT within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7494
Score / z0.000 / -0.03
Consensus39.40 over 82 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2027Q1
Accrual ratio-0.003
F-score8
M-score-2.46
Net issuance-0.2%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 KIIL HARRY SKIP S $138,883

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-17 8-K 8.01, 9.01
2026-09-01 8-K 2.02, 9.01
2026-06-03 8-K 2.02, 9.01
2026-05-18 8-K 5.02, 9.01
2026-04-27 8-K 7.01, 9.01
2026-03-24 8-K 7.01
2026-02-17 8-K 2.02, 9.01
2025-11-18 8-K 2.02, 9.01
2025-11-03 8-K 5.02
2025-10-21 8-K 5.03, 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-09-16 424B5 Medtronic plc
2024-05-30 424B5 Medtronic plc
2023-03-24 424B5 Medtronic plc
2022-09-16 424B5 Medtronic plc
2020-09-28 424B5 Medtronic plc
2019-06-27 424B5 Medtronic plc
2019-03-06 424B5 Medtronic plc
2017-03-23 424B5 Medtronic plc
2017-03-23 424B5 Medtronic plc

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,994.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,745.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,708.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 974.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 833.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 239.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 216.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 215.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 186.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 106.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 84.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 78.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 76.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 65.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 51.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 9.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Nebraska Trust Co CIK 2134841 0.657 231 6.1 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 4.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Farmers National Bank CIK 0001632966 0.440 180 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 1.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
111 Capital CIK 0002060412 0.025 488 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
St. Clair Advisors, LLC CIK 0002056292 0.645 78 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
American State Bank (Iowa) CIK 0002122473 0.272 139 0.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MRWM Advisors, LLC CIK 0001732949 0.328 80 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old North State Trust, LLC CIK 0001760444 0.248 151 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just MDT). Qtrs Held counts distinct quarters this fund has actually held MDT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDT position size. Δ columns are the percentage-point change in MDT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status