Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership36,910 shares
Latest Disclosed Value $ 3,198,288
Ancora Advisors, LLC reports 0.05% increase in ownership of MDT / Medtronic plc

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 36,910 shares of Medtronic plc (CH:MDT) valued at $3,198,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,892 shares of Medtronic plc. This represents a change in shares of 0.05% during the quarter.

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 PLC SHS COM G5960L103 36,910 18 0.05 3,198 -9.74 0.0400
2026-02-17 2025-12-31 13F MEDTRONIC PLC SHS COM G5960L103 36,892 560 1.54 3,544 2.40 0.0730
2025-11-14 2025-09-30 13F MEDTRONIC PLC SHS COM G5960L103 36,332 -4,068 -10.07 3,460 -1.73 0.0691
2025-08-14 2025-06-30 13F MEDTRONIC PLC SHS COM G5960L103 40,400 -2,475 -5.77 3,522 -8.59 0.0730
2025-05-15 2025-03-31 13F MEDTRONIC PLC SHS COM G5960L103 42,875 -32 -0.07 3,853 12.40 0.0860
2025-02-14 2024-12-31 13F MEDTRONIC PLC SHS COM G5960L103 42,907 -919 -2.10 3,427 -13.13 0.0765
2024-11-14 2024-09-30 13F MEDTRONIC PLC SHS COM G5960L103 43,826 -1,552 -3.42 3,946 10.47 0.0898
2024-08-14 2024-06-30 13F MEDTRONIC PLC SHS COM G5960L103 45,378 2,145 4.96 3,572 -5.20 0.0885
2024-05-16 2024-03-31 13F MEDTRONIC PLC SHS COM G5960L103 43,233 -545 -1.24 3,768 4.46 0.0856
2024-02-14 2023-12-31 13F MEDTRONIC PLC SHS COM G5960L103 43,778 -5,247 -10.70 3,606 -6.12 0.0847
2023-11-14 2023-09-30 13F MEDTRONIC PLC SHS COM G5960L103 49,025 4 0.01 3,842 -11.05 0.1020
2023-08-14 2023-06-30 13F MEDTRONIC PLC SHS COM G5960L103 49,021 586 1.21 4,319 10.60 0.1136
2023-05-16 2023-03-31 13F MEDTRONIC PLC SHS COM G5960L103 48,435 4,219 9.54 3,905 13.62 0.1107
2023-02-14 2022-12-31 13F MEDTRONIC PLC SHS COM G5960L103 44,216 -126,798 -74.14 3,436 -75.12 0.0990
2022-11-14 2022-09-30 13F MEDTRONIC PLC SHS COM G5960L103 171,014 6,360 3.86 13,809 -6.56 0.4268
2022-08-15 2022-06-30 13F MEDTRONIC PLC SHS COM G5960L103 164,654 5,226 3.28 14,778 -16.46 0.4162
2022-05-16 2022-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 159,428 -1,969 -1.22 17,689 5.94 0.4294
2022-05-13 2022-03-31 13F MEDTRONIC PLC SHS COM G5960L103 156,013 -5,384 18,430 0.3179
2022-02-14 2021-12-31 13F MEDTRONIC PLC SHS COM G5960L103 161,397 981 0.61 16,697 -16.96 0.3958
2021-11-15 2021-09-30 13F MEDTRONIC PLC SHS COM G5960L103 160,416 4,630 2.97 20,108 3.99 0.5195
2021-11-12 2021-06-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 155,786 -227 -0.15 19,337 4.92 0.5051
2021-08-13 2021-06-30 13F MEDTRONIC PLC SHS COM G5960L103 155,786 -227 19,337 0.5051
2021-11-12 2021-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 156,013 3,882 2.55 18,430 3.42 0.5089
2021-05-14 2021-03-31 13F MEDTRONIC PLC SHS COM G5960L103 156,013 3,882 18,430 0.5089
2021-11-12 2020-12-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 152,131 2,573 1.72 17,821 14.66 0.5742
2021-02-12 2020-12-31 13F MEDTRONIC PLC SHS COM G5960L103 152,131 2,573 17,821 0.5742
2021-11-12 2020-09-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 149,558 6,120 4.27 15,542 18.16 0.6172
2020-11-13 2020-09-30 13F MEDTRONIC PLC SHS COM G5960L103 149,558 6,120 15,542 0.6172
2021-11-12 2020-06-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 143,438 2,946 2.10 13,153 3.81 0.5505
2020-08-14 2020-06-30 13F MEDTRONIC PLC SHS COM G5960L103 143,438 2,946 13,153 0.5505
2021-11-12 2020-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 140,492 13,753 10.85 12,670 -11.89 0.5860
2020-05-14 2020-03-31 13F MEDTRONIC PLC SHS COM G5960L103 140,492 13,753 12,670 0.5860
2020-02-14 2019-12-31 13F MEDTRONIC PLC SHS COM G5960L103 126,739 5,473 4.51 14,379 9.16 0.5350
2019-11-19 2019-09-30 13F/A-2 MEDTRONIC PLC SHS COM G5960L103 121,266 4,692 4.02 13,172 16.02 0.5748
2019-11-18 2019-09-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 121,266 4,692 13,172 0.5748
2019-11-14 2019-09-30 13F MEDTRONIC PLC SHS COM G5960L103 121,266 4,692 13,172 0.5776
2019-11-14 2019-06-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 116,574 5,935 5.36 11,353 12.66 0.5090
2019-08-12 2019-06-30 13F MEDTRONIC PLC SHS COM G5960L103 116,574 5,935 11,353 468,927.8021
2019-11-14 2019-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 110,639 5,544 5.28 10,077 5.41 0.4573
2019-05-15 2019-03-31 13F MEDTRONIC PLC SHS COM G5960L103 110,639 5,544 10,077 419,791.9162
2019-11-14 2018-12-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 105,095 3,236 3.18 9,560 -4.59 0.4597
2019-02-14 2018-12-31 13F MEDTRONIC PLC SHS COM G5960L103 105,095 3,236 9,560
2018-11-13 2018-09-30 13F MEDTRONIC PLC SHS COM G5960L103 101,859 21,762 27.17 10,020 46.13 0.3860
2018-08-10 2018-06-30 13F MEDTRONIC PLC SHS COM G5960L103 80,097 5,986 8.08 6,857 15.32 0.2978
2018-05-15 2018-03-31 13F MEDTRONIC PLC SHS COM G5960L103 74,111 10,608 16.70 5,946 15.95 0.2675
2018-02-14 2017-12-31 13F MEDTRONIC PLC SHS COM G5960L103 63,503 10,351 19.47 5,128 24.07 0.2736
2017-11-14 2017-09-30 13F MEDTRONIC PLC SHS COM G5960L103 53,152 5,871 12.42 4,133 -1.50 0.2396
2017-08-14 2017-06-30 13F MEDTRONIC PLC SHS COM G5960L103 47,281 2,017 4.46 4,196 15.09 0.2718
2017-05-15 2017-03-31 13F MEDTRONIC PLC SHS COM G5960L103 45,264 2,025 4.68 3,646 18.38 0.2469
2017-02-14 2016-12-31 13F MEDTRONIC PLC SHS COM G5960L103 43,239 1,997 4.84 3,080 -13.56 0.2247
2016-11-14 2016-09-30 13F MEDTRONIC PLC SHS COM G5960L103 41,242 9,030 28.03 3,563 27.48 0.3606
2016-08-11 2016-06-30 13F MEDTRONIC PLC SHS COM G5960L103 32,212 977 3.13 2,795 19.29 0.3251
2016-05-13 2016-03-31 13F MEDTRONIC COM G5960L103 31,235 1,015 3.36 2,343 0.77 0.2878
2016-02-12 2015-12-31 13F/A MEDTRONIC PLC SHS COM G5960L103 30,220 1,750 6.15 2,325 21.98 0.2974
2015-10-30 2015-09-30 13F MEDTRONIC PLC SHS COM G5960L103 28,470 425 1.52 1,906 -8.28 0.2453
2015-07-30 2015-06-30 13F MEDTRONIC PLC SHS COM G5960L103 28,045 28,045 0.00 2,078 -1.84 0.2441
2015-05-15 2015-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 0 -25,645 -100.00 2,117 14.31 0.2591
2015-05-15 2015-03-31 13F MEDTRONIC PLC SHS COM G5960L103 0 2,117
2015-02-11 2014-12-31 13F/A-1 MEDTRONIC INC COM COM 585055106 25,645 7,150 38.66 1,852 61.61 0.2260
2015-02-11 2014-12-31 13F MEDTRONIC INC COM COM 585055106 25,645 7,150 1,852 0.2260
2014-11-07 2014-09-30 13F MEDTRONIC INC COM COM 585055106 18,495 -1,500 -7.50 1,146 -10.12 0.1470
2014-07-31 2014-06-30 13F MEDTRONIC INC COM COM 585055106 19,995 4,100 25.79 1,275 30.37 0.1652
2014-05-13 2014-03-31 13F MEDTRONIC INC COM COM 585055106 15,895 5,500 52.91 978 63.82 0.1382
2014-02-07 2013-12-31 13F MEDTRONIC INC COM COM 585055106 10,395 615 6.29 597 14.59 0.0901
2013-10-31 2013-09-30 13F/A-1 MEDTRONIC INC COM COM 585055106 9,780 0 0.00 521 3.58 0.0894
2013-10-25 2013-09-30 13F MEDTRONIC INC COM COM 585055106 9,780 521
2013-07-22 2013-06-30 13F MEDTRONIC INC COM COM 585055106 9,780 9,780 503 0.0862
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.