Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership115,761 shares
Latest Disclosed Value $ 10,771,698
Equitable Holdings, Inc. reports 68.43% increase in ownership of MDT / Medtronic plc

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 115,761 shares of Medtronic plc (AT:MDT) valued at $8,582,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 68,728 shares of Medtronic plc. This represents a change in shares of 68.43% during the quarter. The current value of the position is $8,246,814 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MEDTRONIC SHS G5960L103 115,761 47,033 68.43 10,772 63.15 0.0693
2026-02-17 2025-12-31 13F MEDTRONIC SHS G5960L103 68,728 6,420 10.30 6,602 11.26 0.0451
2025-11-14 2025-09-30 13F MEDTRONIC SHS G5960L103 62,308 2,782 4.67 5,934 14.38 0.0436
2025-08-15 2025-06-30 13F MEDTRONIC SHS G5960L103 59,526 5,957 11.12 5,189 7.79 0.0428
2025-05-13 2025-03-31 13F MEDTRONIC SHS G5960L103 53,569 1,848 3.57 4,814 16.51 0.0457
2025-02-12 2024-12-31 13F MEDTRONIC SHS G5960L103 51,721 1,764 3.53 4,131 -8.14 0.0393
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 49,957 -863 -1.70 4,498 12.43 0.0435
2024-08-14 2024-06-30 13F MEDTRONIC SHS G5960L103 50,820 6,255 14.04 4,000 3.01 0.0421
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 44,565 22,816 104.91 3,884 116.81 0.0437
2024-02-13 2023-12-31 13F MEDTRONIC SHS G5960L103 21,749 6,577 43.35 1,792 50.76 0.0221
2023-11-14 2023-09-30 13F MEDTRONIC SHS G5960L103 15,172 2,277 17.66 1,189 4.58 0.0171
2023-08-15 2023-06-30 13F MEDTRONIC SHS G5960L103 12,895 1,657 14.74 1,136 25.39 0.0163
2023-05-15 2023-03-31 13F MEDTRONIC SHS G5960L103 11,238 6,380 131.33 906 140.32 0.0145
2023-02-14 2022-12-31 13F MEDTRONIC SHS G5960L103 4,858 296 6.49 378 2.45 0.0066
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 4,562 915 25.09 368 12.54 0.0072
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 3,647 327 9.85 327 -11.14 0.0062
2022-05-13 2022-03-31 13F MEDTRONIC SHS G5960L103 3,320 -1,390 -29.51 368 -24.44 0.0060
2022-02-11 2021-12-31 13F MEDTRONIC SHS G5960L103 4,710 1,188 33.73 487 10.43 0.0077
2021-11-12 2021-09-30 13F MEDTRONIC SHS G5960L103 3,522 -63 -1.76 441 -0.90 0.0075
2021-08-11 2021-06-30 13F MEDTRONIC SHS G5960L103 3,585 -176 -4.68 445 0.23 0.0077
2021-05-14 2021-03-31 13F MEDTRONIC SHS G5960L103 3,761 -329 -8.04 444 -7.31 0.0094
2021-02-09 2020-12-31 13F MEDTRONIC SHS G5960L103 4,090 679 19.91 479 35.31 0.0109
2020-11-13 2020-09-30 13F MEDTRONIC SHS G5960L103 3,411 -396 -10.40 354 1.14 0.0091
2020-08-13 2020-06-30 13F MEDTRONIC SHS G5960L103 3,807 1,130 42.21 350 45.23 0.0101
2020-05-15 2020-03-31 13F MEDTRONIC SHS G5960L103 2,677 -3,089 -53.57 241 -63.15 0.0087
2020-05-28 2019-12-31 13F/A-1 MEDTRONIC SHS G5960L103 5,766 5,766 654 0.0191
2020-02-18 2019-12-31 13F MEDTRONIC SHS G5960L103 5,766 654 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.