HERITAGE INVESTORS MANAGEMENT CORP

Position in MDT — Medtronic plc

CIK 937589 BETHESDA, MD

Position in MDT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,517,078

-$944,818 QoQ

Shares Held

57,741

-8.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#596

of 2,098 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $28,231,462 across 5 Medical Devices names. MDT ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZBH	Zimmer Biomet Holdings, Inc.	120,058	$10,335,793
2	BSX	Boston Scientific Corp	212,957	$9,089,004
3	MDT	Medtronic plc This page	57,741	$4,517,078
4	ABT	Abbott Laboratories	42,485	$3,855,088
5	GEHC	GE HealthCare Technologies Inc.	6,788	$434,499

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,517,078	57,741	-8.4%	Shares	Sole	2026-08-04
2026-03-31	$5,461,896	63,034	-2.0%	Shares	Sole	2026-04-24
2025-12-31	$6,179,924	64,334	-2.2%	Shares	Sole	2026-02-06
2025-09-30	$6,264,601	65,777	-7.2%	Shares	Sole	2025-11-04
2025-06-30	$6,178,609	70,880	-2.5%	Shares	Sole	2025-08-04
2025-03-31	$6,533,271	72,705	-3.0%	Shares	Sole	2025-05-05
2024-12-31	$5,990,360	74,992	-4.5%	Shares	Sole	2025-02-05
2024-09-30	$7,072,216	78,554	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$6,168,187	78,366	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$6,782,100	77,821	+1.5%	Shares	Sole	2024-04-29
2023-12-31	$6,315,745	76,666	+8.9%	Shares	Sole	2024-02-07
2023-09-30	$5,518,973	70,431	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$6,260,738	71,064	-1.7%	Shares	Sole	2023-08-01
2023-03-31	$5,828,826	72,300	-0.0%	Shares	Sole	2023-05-01
2022-12-31	$5,619,933	72,310	+13.9%	Shares	Sole	2023-02-06
2022-09-30	$5,124,556	63,462	+4.5%	Shares	Sole	2022-10-27
2022-06-30	$5,449,350	60,717	+4.4%	Shares	Sole	2022-08-01
2022-03-31	$6,452,297	58,155	+2.7%	Shares	Sole	2022-05-02
2021-09-30	$7,099,824	56,640	-1.6%	Shares	Sole	2021-10-28
2021-06-30	$7,145,791	57,567	-1.4%	Shares	Sole	2021-07-29
2021-03-31	$6,893,830	58,358	-1.0%	Shares	Sole	2021-04-23
2020-12-31	$6,904,114	58,939	-0.8%	Shares	Sole	2021-01-28
2020-09-30	$6,171,289	59,385	+0.7%	Shares	Sole	2020-10-29
2020-06-30	$5,409,566	58,992	+7.3%	Shares	Sole	2020-07-24
2020-03-31	$4,957,194	54,970	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.