Position in MDT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,553,860
-$42,842,779 QoQ
Shares Held
3,765,229
-3.3% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#54
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Dec 31, 2025CallValue
$2,555,196
CallShares
26,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,190,639,731 across 40 Medical Devices names. MDT ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
This page
|
3,765,229 | $294,553,860 | |
| 2 | GMED |
Globus Medical Inc
|
2,425,491 | $191,638,042 | |
| 3 | ABT |
Abbott Laboratories
|
2,041,529 | $185,248,337 | |
| 4 | SYK |
Stryker Corp
|
496,428 | $156,295,386 | |
| 5 | EW |
Edwards Lifesciences Corp
|
889,022 | $80,420,926 | |
| 6 | BSX |
Boston Scientific Corp
|
1,374,431 | $58,660,710 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
573,449 | $49,368,222 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
562,378 | $35,997,812 |
All Filings in MDT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,553,860 | 3,765,229 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $337,396,639 | 3,893,787 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $394,070,871 | 4,102,341 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $2,555,196 | 26,600 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $196,550,118 | 2,063,735 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,809,600 | 40,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $194,514,532 | 2,231,439 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $3,486,800 | 40,000 | Call | Defined | 2025-08-05 | |
| 2025-03-31 | $3,594,400 | 40,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $202,260,656 | 2,250,842 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $203,210,481 | 2,543,947 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $409,350,110 | 4,546,819 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $216,951,203 | 2,756,336 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $238,276,464 | 2,734,096 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $237,523,202 | 2,883,263 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $254,060,042 | 3,242,216 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $193,949,064 | 2,201,465 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $179,901,270 | 2,231,472 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $205,009,503 | 2,637,796 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $255,247,195 | 3,160,956 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $254,714,267 | 2,838,042 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $286,042,967 | 2,578,125 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $563,725,144 | 4,497,209 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $569,095,828 | 4,584,676 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $502,501,154 | 4,253,798 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $580,524,515 | 4,955,818 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $511,152,546 | 4,918,712 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $459,967,653 | 5,016,005 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $7,776,160 | 84,800 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $441,783,067 | 4,898,903 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||