Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionGradient Investments LLC
Latest Disclosed Ownership478,004 shares
Latest Disclosed Value $ 41,419,048
Gradient Investments LLC reports 0.24% decrease in ownership of MDT / Medtronic plc

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 478,004 shares of Medtronic plc (AT:MDT) valued at $35,439,217 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 479,133 shares of Medtronic plc. This represents a change in shares of -0.24% during the quarter. The current value of the position is $34,053,005 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F MEDTRONIC SHS G5960L103 478,004 -1,129 -0.24 41,419 -10.01 0.6417
2026-01-08 2025-12-31 13F MEDTRONIC SHS G5960L103 479,133 15,870 3.43 46,026 4.32 0.7306
2025-10-06 2025-09-30 13F MEDTRONIC SHS G5960L103 463,263 11,584 2.56 44,121 12.06 0.7366
2025-07-08 2025-06-30 13F MEDTRONIC SHS G5960L103 451,679 2,579 0.57 39,373 -2.44 0.7198
2025-04-09 2025-03-31 13F MEDTRONIC SHS G5960L103 449,100 14,333 3.30 40,356 16.20 0.8140
2025-01-21 2024-12-31 13F MEDTRONIC SHS G5960L103 434,767 45,783 11.77 34,729 -0.83 0.7033
2024-10-15 2024-09-30 13F MEDTRONIC SHS G5960L103 388,984 -13,632 -3.39 35,020 10.51 0.7298
2024-07-18 2024-06-30 13F MEDTRONIC SHS G5960L103 402,616 15,166 3.91 31,690 -6.15 0.7116
2024-04-23 2024-03-31 13F MEDTRONIC SHS G5960L103 387,450 2,339 0.61 33,766 6.43 0.7831
2024-01-18 2023-12-31 13F MEDTRONIC SHS G5960L103 385,111 64,649 20.17 31,725 26.34 0.7672
2023-10-27 2023-09-30 13F MEDTRONIC SHS G5960L103 320,462 7,821 2.50 25,111 -8.83 0.6628
2023-07-11 2023-06-30 13F MEDTRONIC SHS G5960L103 312,641 30,925 10.98 27,544 21.28 0.7093
2023-04-17 2023-03-31 13F MEDTRONIC SHS G5960L103 281,716 36,777 15.01 22,712 19.31 0.6192
2023-01-10 2022-12-31 13F MEDTRONIC SHS G5960L103 244,939 44,643 22.29 19,037 17.70 0.6001
2022-10-14 2022-09-30 13F MEDTRONIC SHS G5960L103 200,296 26,019 14.93 16,174 3.41 0.4947
2022-07-11 2022-06-30 13F MEDTRONIC SHS G5960L103 174,277 -3,794 -2.13 15,641 -20.83 0.4566
2022-05-26 2022-03-31 13F MEDTRONIC SHS G5960L103 178,071 7,596 4.46 19,757 12.03 0.5075
2022-01-12 2021-12-31 13F MEDTRONIC SHS G5960L103 170,475 109,521 179.68 17,636 130.81 0.4471
2021-10-18 2021-09-30 13F MEDTRONIC SHS G5960L103 60,954 9,315 18.04 7,641 19.20 0.2141
2021-07-12 2021-06-30 13F MEDTRONIC SHS G5960L103 51,639 1,273 2.53 6,410 7.73 0.1876
2021-04-21 2021-03-31 13F MEDTRONIC SHS G5960L103 50,366 -77,354 -60.57 5,950 -55.17 0.1935
2021-01-08 2020-12-31 13F MEDTRONIC SHS G5960L103 127,720 -1,428 -1.11 13,273 -1.10 0.5633
2020-10-06 2020-09-30 13F MEDTRONIC SHS G5960L103 129,148 9,231 7.70 13,421 22.05 0.5637
2020-07-10 2020-06-30 13F MEDTRONIC SHS G5960L103 119,917 3,194 2.74 10,996 4.47 0.5014
2020-04-07 2020-03-31 13F MEDTRONIC SHS G5960L103 116,723 9,987 9.36 10,526 -13.07 0.5671
2020-01-15 2019-12-31 13F MEDTRONIC SHS G5960L103 106,736 3,418 3.31 12,109 7.90 0.5393
2019-10-10 2019-09-30 13F MEDTRONIC SHS G5960L103 103,318 -7,273 -6.58 11,222 4.20 0.5497
2019-07-16 2019-06-30 13F MEDTRONIC SHS G5960L103 110,591 20,401 22.62 10,770 31.12 0.5529
2019-04-11 2019-03-31 13F MEDTRONIC SHS G5960L103 90,190 -12,701 -12.34 8,214 -12.23 0.5311
2019-01-18 2018-12-31 13F MEDTRONIC SHS G5960L103 102,891 -6,988 -6.36 9,359 -13.41 0.5616
2018-10-11 2018-09-30 13F MEDTRONIC SHS G5960L103 109,879 3,547 3.34 10,809 18.74 0.5543
2018-08-09 2018-06-30 13F MEDTRONIC SHS G5960L103 106,332 4,309 4.22 9,103 11.23 0.4861
2018-04-10 2018-03-31 13F MEDTRONIC SHS G5960L103 102,023 10,284 11.21 8,184 10.48 0.4431
2018-02-07 2017-12-31 13F MEDTRONIC SHS G5960L103 91,739 8,274 9.91 7,408 14.13 0.4280
2017-10-16 2017-09-30 13F MEDTRONIC SHS G5960L103 83,465 4,345 5.49 6,491 -7.56 0.4147
2017-07-19 2017-06-30 13F MEDTRONIC SHS G5960L103 79,120 4,544 6.09 7,022 16.88 0.4926
2017-04-11 2017-03-31 13F MEDTRONIC SHS G5960L103 74,576 73,891 10,787.01 6,008 12,161.22 0.4596
2017-01-17 2016-12-31 13F MEDTRONIC SHS G5960L103 685 -147 -17.67 49 -31.94 0.0043
2016-10-11 2016-09-30 13F MEDTRONIC SHS G5960L103 832 -157 -15.87 72 -16.28 0.0071
2016-07-14 2016-06-30 13F MEDTRONIC SHS G5960L103 989 -239 -19.46 86 -6.52 0.0093
2016-04-13 2016-03-31 13F MEDTRONIC SHS G5960L103 1,228 104 9.25 92 6.98 0.0114
2016-01-19 2015-12-31 13F MEDTRONIC SHS G5960L103 1,124 0 0.00 86 14.67 0.0115
2015-10-14 2015-09-30 13F MEDTRONIC SHS G5960L103 1,124 -54 -4.58 75 -13.79 0.0106
2015-08-25 2015-06-30 13F MEDTRONIC SHS G5960L103 1,178 -246 -17.28 87 -21.62 0.0119
2015-04-10 2015-03-31 13F MEDTRONIC SHS G5960L103 1,424 745 109.72 111 126.53 0.0166
2015-01-15 2014-12-31 13F MEDTRONIC COM 585055106 679 0 0.00 49 16.67 0.0081
2014-10-14 2014-09-30 13F MEDTRONIC COM 585055106 679 90 15.28 42 16.67 0.0076
2014-04-11 2014-03-31 13F MEDTRONIC COM 585055106 589 164 38.59 36 50.00 0.0083
2014-01-13 2013-12-31 13F MEDTRONIC COM 585055106 425 -17 -3.85 24 0.00 0.0064
2013-10-15 2013-09-30 13F MEDTRONIC COM 585055106 442 0 0.00 24 4.35 0.0076
2013-07-19 2013-06-30 13F MEDTRONIC COM 585055106 442 442 23 0.0086
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.