Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionE Fund Management Co., Ltd.
Latest Disclosed Ownership8,210 shares
Latest Disclosed Value $ 711,396
E Fund Management Co., Ltd. reports 31.19% increase in ownership of MDT / Medtronic plc

On April 13, 2026 - E Fund Management Co., Ltd. filed a 13F-HR form disclosing ownership of 8,210 shares of Medtronic plc (CH:MDT) valued at $711,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 15, 2025 disclosing 6,258 shares of Medtronic plc. This represents a change in shares of 31.19% 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)
2026-04-13 2026-03-31 13F MEDTRONIC SHS G5960L103 8,210 1,952 31.19 711 30.46 0.0211
2025-08-15 2025-06-30 13F Medtronic Common Stock G5960L103 6,258 -260 -3.99 546 -6.84 0.0260
2025-05-13 2025-03-31 13F Medtronic Common Stock G5960L103 6,518 -614 -8.61 586 2.81 0.0280
2025-02-07 2024-12-31 13F Medtronic Common Stock G5960L103 7,132 3,202 81.48 570 61.19 0.0286
2024-11-13 2024-09-30 13F Medtronic Common Stock G5960L103 3,930 -218 -5.26 354 8.28 0.0182
2024-08-12 2024-06-30 13F Medtronic Common Stock G5960L103 4,148 24 0.58 326 -9.19 0.0181
2024-05-13 2024-03-31 13F Medtronic Common Stock G5960L103 4,124 507 14.02 359 20.88 0.0223
2024-02-07 2023-12-31 13F Medtronic Common Stock G5960L103 3,617 434 13.63 298 0.0189
2023-11-13 2023-09-30 13F Medtronic Common Stock G5960L103 3,183 -157 -4.70 0 0.0189
2023-08-11 2023-06-30 13F Medtronic Common Stock G5960L103 3,340 -395 -10.58 0 0.0232
2023-05-11 2023-03-31 13F Medtronic Common Stock G5960L103 3,735 -183 -4.67 0 -100.00 0.0220
2023-02-14 2022-12-31 13F Medtronic Common Stock G5960L103 3,918 -190 -4.63 305 -8.13 0.0254
2022-11-14 2022-09-30 13F Medtronic Common Stock G5960L103 4,108 379 10.16 332 -0.90 0.0309
2022-08-15 2022-06-30 13F Medtronic Common Stock G5960L103 3,729 68 1.86 335 -17.49 0.0303
2022-05-12 2022-03-31 13F Medtronic Common Stock G5960L103 3,661 -405 -9.96 406 -3.56 0.0133
2022-02-11 2021-12-31 13F Medtronic Common Stock G5960L103 4,066 125 3.17 421 -15.12 0.0149
2021-11-12 2021-09-30 13F Medtronic Common Stock G5960L103 3,941 742 23.19 496 31.22 0.0207
2021-05-13 2021-03-31 13F/A-1 MEDTRONIC Common Stock G5960L103 3,199 3,199 378 0.0311
2021-05-12 2021-03-31 13F MEDTRONIC Common Stock G5960L103 3,199 3,199 378 0.0000
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.