Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership79,516 shares
Latest Disclosed Value $ 6,890,057
Principal Securities, Inc. reports 15.09% increase in ownership of MDT / Medtronic plc

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 79,516 shares of Medtronic plc (AT:MDT) valued at $5,895,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 69,091 shares of Medtronic plc. This represents a change in shares of 15.09% during the quarter. The current value of the position is $5,664,720 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)
2026-05-13 2026-03-31 13F MEDTRONIC SHS G5960L103 79,516 10,425 15.09 6,890 3.83 0.1011
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 69,091 5,417 8.51 6,637 9.43 0.1024
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 63,674 -1,301 -2.00 6,064 7.08 0.0999
2025-08-11 2025-06-30 13F MEDTRONIC SHS G5960L103 64,975 5,531 9.30 5,664 19.27 0.1064
2025-04-30 2025-03-31 13F MEDTRONIC SHS G5960L103 59,444 130 0.22 4,748 0.23 0.1062
2025-01-30 2024-12-31 13F MEDTRONIC SHS G5960L103 59,314 11,658 24.46 4,738 10.42 0.1067
2024-10-28 2024-09-30 13F MEDTRONIC SHS G5960L103 47,656 2,981 6.67 4,290 22.01 0.1038
2024-07-31 2024-06-30 13F MEDTRONIC SHS G5960L103 44,675 -8,907 -16.62 3,516 -24.69 0.0969
2024-05-10 2024-03-31 13F MEDTRONIC SHS G5960L103 53,582 9,702 22.11 4,670 29.19 0.1455
2024-05-10 2023-12-31 13F/A-1 MEDTRONIC SHS G5960L103 43,880 43,880 3,615 0.1346
2024-02-07 2023-12-31 13F MEDTRONIC SHS G5960L103 43,880 43,880 3,615 0.1346
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.