Medtronic plc
AT ˙ WBAG ˙ IE00BTN1Y115
71,24 € ↑1,02 (1,45%)
2026-06-05
DEL PRIS
SecurityAT:MDT / Medtronic plc
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership10,932 shares
Latest Disclosed Value $ 947,223
Sowell Financial Services LLC reports 21.41% increase in ownership of MDT / Medtronic plc

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 10,932 shares of Medtronic plc (AT:MDT) valued at $810,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,004 shares of Medtronic plc. This represents a change in shares of 21.41% during the quarter. The current value of the position is $778,796 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)
2026-04-20 2026-03-31 13F MEDTRONIC SHS G5960L103 10,932 1,928 21.41 947 9.61 0.0350
2026-01-21 2025-12-31 13F MEDTRONIC SHS G5960L103 9,004 197 2.24 865 3.10 0.0318
2025-10-17 2025-09-30 13F MEDTRONIC SHS G5960L103 8,807 -179 -1.99 839 7.02 0.0322
2025-07-14 2025-06-30 13F MEDTRONIC SHS G5960L103 8,986 -470 -4.97 783 -7.77 0.0319
2025-04-17 2025-03-31 13F MEDTRONIC SHS G5960L103 9,456 9,456 850 0.0387
2025-02-07 2024-12-31 13F MEDTRONIC SHS G5960L103 0 -15,007 -100.00 0 -100.00
2024-10-04 2024-09-30 13F MEDTRONIC SHS G5960L103 15,007 -88 -0.58 1,362 13.59 0.0633
2024-08-13 2024-06-30 13F MEDTRONIC SHS G5960L103 15,095 1,950 14.83 1,199 3.81 0.0573
2024-05-03 2024-03-31 13F MEDTRONIC SHS G5960L103 13,145 2,051 18.49 1,155 25.41 0.0545
2024-01-24 2023-12-31 13F MEDTRONIC SHS G5960L103 11,094 -715 -6.05 921 -1.39 0.0499
2023-11-08 2023-09-30 13F MEDTRONIC SHS G5960L103 11,809 -19,791 -62.63 934 -66.54 0.0586
2023-08-14 2023-06-30 13F MEDTRONIC SHS G5960L103 31,600 19,491 160.96 2,791 0.1556
2023-05-12 2023-03-31 13F MEDTRONIC ETF G5960L103 12,109 -26,482 -68.62 1 -100.00 0.0753
2023-02-09 2022-12-31 13F Medtronic PLC F Stock G5960L103 38,591 11,645 43.22 3 -99.86 0.1956
2022-11-15 2022-09-30 13F Medtronic PLC F Stock G5960L103 26,946 -165 -0.61 2,195 -10.48 0.2213
2022-08-15 2022-06-30 13F MEDTRONIC Stock G5960L103 27,111 16,141 147.14 2,452 105.88 0.2266
2022-05-13 2022-03-31 13F MEDTRONIC Stock G5960L103 10,970 -10,989 -50.04 1,191 -47.88 0.2081
2022-02-09 2021-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 21,959 596 2.79 2,285 -15.09 0.1310
2021-11-04 2021-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 21,363 -3,960 -15.64 2,691 -14.76 0.1817
2021-08-05 2021-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 25,323 -2,979 -10.53 3,157 -12.38 0.2092
2021-05-07 2021-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 28,302 3,214 12.81 3,603 22.59 0.1254
2021-01-13 2020-12-31 13F MEDTRONIC PLC SHS COM G5960L103 25,088 9,447 60.40 2,939 80.86 0.1256
2020-11-12 2020-09-30 13F MEDTRONIC PLC SHS COM G5960L103 15,641 -2,715 -14.79 1,625 -3.45 0.0812
2020-08-13 2020-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 18,356 -216 -1.16 1,683 0.48 0.0925
2020-05-12 2020-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 18,572 1,847 11.04 1,675 -11.70 0.1240
2020-02-07 2019-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 16,725 1,400 9.14 1,897 13.93 0.1446
2019-11-14 2019-09-30 13F MEDTRONIC PLC SHS COM G5960L103 15,325 5,273 52.46 1,665 81.77 0.1376
2019-05-15 2019-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 10,052 196 1.99 916 2.12 0.1023
2019-03-05 2018-12-31 13F MEDTRONIC SHS G5960L103 9,856 847 9.40 897 1.24 0.1270
2018-11-13 2018-09-30 13F MEDTRONIC SHS G5960L103 9,009 9,009 886 0.1286
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.