Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionBoyar Asset Management Inc.
Latest Disclosed Ownership44,844 shares
Latest Disclosed Value $ 3,885,733
Boyar Asset Management Inc. reports 623.87% increase in ownership of MDT / Medtronic plc

On May 8, 2026 - Boyar Asset Management Inc. filed a 13F-HR form disclosing ownership of 44,844 shares of Medtronic plc (AT:MDT) valued at $3,324,734 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,195 shares of Medtronic plc. This represents a change in shares of 623.87% during the quarter. The current value of the position is $3,194,687 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)
2026-05-08 2026-03-31 13F MEDTRONIC SHS G5960L103 44,844 38,649 623.87 3,886 552.94 2.2113
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 6,195 210 3.51 595 4.39 0.3773
2025-11-18 2025-09-30 13F MEDTRONIC SHS G5960L103 5,985 -184 -2.98 570 6.15 0.3607
2025-07-21 2025-06-30 13F MEDTRONIC SHS G5960L103 6,169 506 8.94 538 5.71 0.3519
2025-04-23 2025-03-31 13F MEDTRONIC SHS G5960L103 5,663 72 1.29 509 13.90 0.3691
2025-02-14 2024-12-31 13F MEDTRONIC SHS G5960L103 5,591 378 7.25 447 -4.90 0.2946
2024-11-22 2024-09-30 13F MEDTRONIC SHS G5960L103 5,213 385 7.97 469 23.42 0.3022
2024-08-05 2024-06-30 13F MEDTRONIC SHS G5960L103 4,828 255 5.58 380 -4.52 0.2607
2024-05-06 2024-03-31 13F MEDTRONIC SHS G5960L103 4,573 -82 -1.76 399 3.92 0.2599
2024-02-14 2023-12-31 13F MEDTRONIC SHS G5960L103 4,655 120 2.65 383 7.89 0.2878
2023-11-08 2023-09-30 13F MEDTRONIC SHS G5960L103 4,535 645 16.58 355 3.80 0.2790
2023-07-27 2023-06-30 13F MEDTRONIC SHS G5960L103 3,890 1,067 37.80 343 50.66 0.2535
2023-04-27 2023-03-31 13F MEDTRONIC SHS G5960L103 2,823 2,823 228 0.1755
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.