First Trust Advisors Lp reports 9.39% increase in ownership of MDT / Medtronic plc

Medtronic plc

AT ˙ WBAG ˙ IE00BTN1Y115

71,24 € ↑1,02 (1,45%)

2026-06-05
DEL PRIS

Security	AT:MDT / Medtronic plc
Institution	First Trust Advisors Lp
Latest Disclosed Ownership	883,289 shares
Latest Disclosed Value	$ 76,536,994

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 883,289 shares of Medtronic plc (AT:MDT) valued at $65,487,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 807,475 shares of Medtronic plc. This represents a change in shares of 9.39% during the quarter. The current value of the position is $62,925,508 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	MEDTRONIC	SHS	G5960L103	883,289	75,814	9.39	76,537	-1.33	0.0545
2026-02-13	2025-12-31	13F	MEDTRONIC	SHS	G5960L103	807,475	-134,287	-14.26	77,566	-13.52	0.0564
2025-11-12	2025-09-30	13F	MEDTRONIC	SHS	G5960L103	941,762	99,948	11.87	89,693	22.23	0.0667
2025-08-13	2025-06-30	13F	MEDTRONIC	SHS	G5960L103	841,814	-103,019	-10.90	73,381	-13.57	0.0590
2025-05-14	2025-03-31	13F	MEDTRONIC	SHS	G5960L103	944,833	-9,938	-1.04	84,903	11.32	0.0752
2025-02-13	2024-12-31	13F	MEDTRONIC	SHS	G5960L103	954,771	12,706	1.35	76,267	-10.08	0.0672
2024-11-13	2024-09-30	13F	MEDTRONIC	SHS	G5960L103	942,065	3,343	0.36	84,814	14.79	0.0808
2024-08-13	2024-06-30	13F	MEDTRONIC	SHS	G5960L103	938,722	-124,212	-11.69	73,887	-20.24	0.0753
2024-05-13	2024-03-31	13F	MEDTRONIC	SHS	G5960L103	1,062,934	-43,581	-3.94	92,635	1.62	0.0940
2024-02-13	2023-12-31	13F	MEDTRONIC	SHS	G5960L103	1,106,515	26,023	2.41	91,155	7.66	0.0995
2023-11-13	2023-09-30	13F	MEDTRONIC	SHS	G5960L103	1,080,492	-89,523	-7.65	84,667	-17.86	0.1003
2023-08-14	2023-06-30	13F	MEDTRONIC	SHS	G5960L103	1,170,015	-198,629	-14.51	103,078	-6.58	0.1172
2023-05-15	2023-03-31	13F	MEDTRONIC	SHS	G5960L103	1,368,644	41,302	3.11	110,340	6.96	0.1274
2023-02-09	2022-12-31	13F	MEDTRONIC	SHS	G5960L103	1,327,342	286,244	27.49	103,164	22.71	0.1227
2022-11-14	2022-09-30	13F	MEDTRONIC	SHS	G5960L103	1,041,098	132,549	14.59	84,068	3.10	0.1090
2022-08-12	2022-06-30	13F	MEDTRONIC	SHS	G5960L103	908,549	99,474	12.29	81,542	-9.16	0.1007
2022-05-13	2022-03-31	13F	MEDTRONIC	SHS	G5960L103	809,075	123,642	18.04	89,767	26.60	0.0918
2022-02-08	2021-12-31	13F	MEDTRONIC	SHS	G5960L103	685,433	85,337	14.22	70,908	-5.74	0.0690
2021-11-15	2021-09-30	13F	MEDTRONIC	SHS	G5960L103	600,096	-35,285	-5.55	75,222	-4.63	0.0809
2021-10-12	2021-06-30	13F/A-1	MEDTRONIC	SHS	G5960L103	635,381	-15,353	-2.36	78,871	2.60	0.0854
2021-08-16	2021-06-30	13F	MEDTRONIC	SHS	G5960L103	658,115	7,381		81,692		0.0843
2021-05-14	2021-03-31	13F	MEDTRONIC	SHS	G5960L103	650,734	23,547	3.75	76,871	4.63	0.0931
2021-02-02	2020-12-31	13F	MEDTRONIC	SHS	G5960L103	627,187	26,502	4.41	73,469	17.70	0.0974
2020-11-05	2020-09-30	13F	MEDTRONIC	SHS	G5960L103	600,685	78,814	15.10	62,423	30.44	0.1000
2020-07-22	2020-06-30	13F	MEDTRONIC	SHS	G5960L103	521,871	-31,976	-5.77	47,856	-4.18	0.0830
2020-05-06	2020-03-31	13F	MEDTRONIC	SHS	G5960L103	553,847	-3,980	-0.71	49,946	-21.08	0.1132
2020-02-03	2019-12-31	13F	MEDTRONIC	SHS	G5960L103	557,827	75,142	15.57	63,285	20.71	0.1081
2019-11-04	2019-09-30	13F	MEDTRONIC	SHS	G5960L103	482,685	-52,468	-9.80	52,429	0.59	0.0987
2019-07-30	2019-06-30	13F	MEDTRONIC	SHS	G5960L103	535,153	169,170	46.22	52,119	56.35	0.0983
2019-06-19	2019-03-31	13F/A-1	MEDTRONIC	SHS	G5960L103	365,983	303,179	482.74	33,334	483.48	0.0663
2019-05-09	2019-03-31	13F	MEDTRONIC	SHS	G5960L103	365,983	303,179		33,334
2019-02-07	2018-12-31	13F	MEDTRONIC	SHS	G5960L103	62,804	-304,129	-82.88	5,713	-84.17	0.0135
2018-10-25	2018-09-30	13F	MEDTRONIC	SHS	G5960L103	366,933	15,258	4.34	36,095	19.89	0.0672
2018-08-02	2018-06-30	13F	MEDTRONIC	SHS	G5960L103	351,675	-162,526	-31.61	30,107	-27.01	0.0624
2018-04-23	2018-03-31	13F	MEDTRONIC	SHS	G5960L103	514,201	75,196	17.13	41,249	16.36	0.0947
2018-02-08	2017-12-31	13F	MEDTRONIC	SHS	G5960L103	439,005	36,582	9.09	35,450	13.27	0.0844
2017-10-24	2017-09-30	13F	MEDTRONIC	SHS	G5960L103	402,423	30,715	8.26	31,296	-5.13	0.0805
2017-08-02	2017-06-30	13F	MEDTRONIC	SHS	G5960L103	371,708	-97,530	-20.78	32,989	-12.73	0.0880
2017-05-02	2017-03-31	13F	MEDTRONIC	SHS	G5960L103	469,238	75,766	19.26	37,802	34.88	0.1048
2017-02-06	2016-12-31	13F	MEDTRONIC	SHS	G5960L103	393,472	180,902	85.10	28,027	52.60	0.0834
2016-11-01	2016-09-30	13F	MEDTRONIC	SHS	G5960L103	212,570	56,135	35.88	18,366	35.30	0.0548
2016-08-04	2016-06-30	13F	MEDTRONIC	SHS	G5960L103	156,435	-1,624	-1.03	13,574	14.51	0.0427
2016-05-10	2016-03-31	13F	MEDTRONIC	SHS	G5960L103	158,059	-105,158	-39.95	11,854	-42.08	0.0381
2016-05-04	2015-12-31	13F/A-1	MEDTRONIC	SHS	G5960L103	263,217	146,683	125.87	20,467	162.36	0.0531
2016-02-03	2015-12-31	13F	MEDTRONIC	SHS	G5960L103	285,517			21,962
2015-11-05	2015-09-30	13F	MEDTRONIC	SHS	G5960L103	116,534	-195,058	-62.60	7,801	-66.21	0.0226
2015-08-04	2015-06-30	13F	MEDTRONIC	SHS	G5960L103	311,592	211,611	211.65	23,089	196.09	0.0599
2015-05-04	2015-03-31	13F	MEDTRONIC	SHS	G5960L103	99,981	-132,369	-56.97	7,798	-53.52	0.0229
2015-02-13	2014-12-31	13F	MEDTRONIC	COM	585055106	232,350	-179,636	-43.60	16,776	-34.27	0.0566
2014-11-12	2014-09-30	13F	MEDTRONIC	COM	585055106	411,986	-241,856	-36.99	25,523	-38.78	0.1004
2014-08-11	2014-06-30	13F	MEDTRONIC	COM	585055106	653,842	-111,849	-14.61	41,689	-11.53	0.1732
2014-05-12	2014-03-31	13F	MEDTRONIC	COM	585055106	765,691	301,867	65.08	47,121	77.02	0.2071
2014-08-08	2013-12-31	13F/A-1	MEDTRONIC	COM	585055106	463,824	96,090	26.13	26,619	35.94	0.1291
2014-02-13	2013-12-31	13F	MEDTRONIC	COM	585055106	463,824			26,619
2013-11-12	2013-09-30	13F	MEDTRONIC	COM	585055106	367,734	-102,564	-21.81	19,582	-19.10	0.1061
2013-08-12	2013-06-30	13F	MEDTRONIC	COM	585055106	470,298	470,298		24,206		0.1575

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.