Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership255,240 shares
Latest Disclosed Value $ 22,116,546
Bridgewater Associates, LP reports 9.61% decrease in ownership of MDT / Medtronic plc

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 255,240 shares of Medtronic plc (AT:MDT) valued at $18,923,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 282,386 shares of Medtronic plc. This represents a change in shares of -9.61% during the quarter. The current value of the position is $18,183,298 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 255,240 -27,146 -9.61 22,117 -18.47 0.0987
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 282,386 -55,815 -16.50 27,126 -15.79 0.0989
2025-11-13 2025-09-30 13F MEDTRONIC SHS G5960L103 338,201 136,035 67.29 32,210 82.78 0.1262
2025-08-13 2025-06-30 13F MEDTRONIC SHS G5960L103 202,166 32,570 19.20 17,623 15.64 0.0711
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 169,596 -341,753 -66.83 15,240 -62.69 0.0707
2025-02-13 2024-12-31 13F MEDTRONIC SHS G5960L103 511,349 -71,379 -12.25 40,847 -22.14 0.1873
2024-11-13 2024-09-30 13F MEDTRONIC SHS G5960L103 582,728 -796,240 -57.74 52,463 -51.66 0.2971
2024-08-14 2024-06-30 13F MEDTRONIC SHS G5960L103 1,378,968 698,741 102.72 108,539 83.09 0.5667
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 680,227 680,227 59,282 0.2998
2022-11-10 2022-09-30 13F MEDTRONIC SHS G5960L103 0 -2,505,256 -100.00 0 -100.00
2022-08-11 2022-06-30 13F MEDTRONIC SHS G5960L103 2,505,256 625,168 33.25 224,847 7.79 0.9528
2022-05-13 2022-03-31 13F MEDTRONIC SHS G5960L103 1,880,088 1,880,088 208,596 0.8409
2018-05-15 2018-03-31 13F MEDTRONIC SHS G5960L103 0 -25,152 -100.00 0 -100.00
2018-02-13 2017-12-31 13F MEDTRONIC SHS G5960L103 25,152 25,152 2,031 0.0166
2017-05-11 2017-03-31 13F MEDTRONIC SHS G5960L103 0 -62,300 -100.00 0 -100.00
2017-02-10 2016-12-31 13F MEDTRONIC SHS G5960L103 62,300 31,300 100.97 4,438 65.72 0.0422
2016-11-09 2016-09-30 13F MEDTRONIC SHS G5960L103 31,000 31,000 0.00 2,678 0.0264
2016-05-13 2016-03-31 13F MEDTRONIC SHS G5960L103 0 -53,186 -100.00 0 -100.00
2016-02-11 2015-12-31 13F MEDTRONIC SHS G5960L103 53,186 -4,000 -6.99 4,091 6.87 0.0531
2015-11-12 2015-09-30 13F MEDTRONIC SHS G5960L103 57,186 -27,946 -32.83 3,828 -39.32 0.0512
2015-08-11 2015-06-30 13F MEDTRONIC SHS G5960L103 85,132 -87,700 -50.74 6,308 -53.20 0.0583
2015-05-14 2015-03-31 13F MEDTRONIC SHS G5960L103 172,832 136,200 371.81 13,479 409.60 0.1050
2015-02-11 2014-12-31 13F MEDTRONIC COM 585055106 36,632 9,587 35.45 2,645 57.91 0.0211
2014-11-12 2014-09-30 13F MEDTRONIC COM 585055106 27,045 -60,300 -69.04 1,675 -68.84 0.0131
2014-05-14 2014-03-31 13F MEDTRONIC COM 585055106 87,345 -45,000 -34.00 5,375 -29.23 0.0440
2014-02-12 2013-12-31 13F MEDTRONIC COM 585055106 132,345 86,800 190.58 7,595 213.20 0.0609
2013-11-13 2013-09-30 13F MEDTRONIC COM 585055106 45,545 16,500 56.81 2,425 62.21 0.0204
2013-08-13 2013-06-30 13F MEDTRONIC COM 585055106 29,045 29,045 1,495 0.0131
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.