# Medtronic (MDT): value investors who own it | moatshark

4 value investors held Medtronic in their Q3 2026 13F, led by Matrix Asset Advisors, First Eagle Investment Management, Dodge & Cox, Mairs & Power.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Matrix Asset Advisors | 3.0% | $36.8m | Trimmed -1.6% | 19 |
| First Eagle Investment Management | 1.8% | $1.1bn | Added +37% | 24 |
| Dodge & Cox | 0.3% | $616m | Added +2.4% | 46 |
| Mairs & Power | 0.3% | $28.4m | Trimmed -9.6% | 47 |
| Polen Capital Management | 0.0% | $0k | Sold out | 34 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Martha Geoffrey | Chairman and CEO | Sold | 50000 | $4.8m |
| 2026-10-15 | Marinaro Michael | EVP, Pres MedSurg and Americas | Sold | 10420 | $1.0m |
| 2026-09-16 | KIIL HARRY SKIP | EVP & President Cardiovascular | Sold | 1483 | $139k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 1.0% | $773m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mdt). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.