Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership6,760 shares
Latest Disclosed Value $ 585,754
Gilbert & Cook, Inc. reports 1.33% increase in ownership of MDT / Medtronic plc

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 6,760 shares of Medtronic plc (CH:MDT) valued at $585,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 6,671 shares of Medtronic plc. This represents a change in shares of 1.33% 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)
2026-05-05 2026-03-31 13F MEDTRONIC SHS G5960L103 6,760 89 1.33 586 -8.59 0.0757
2026-01-07 2025-12-31 13F MEDTRONIC SHS G5960L103 6,671 520 8.45 641 9.40 0.0805
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 6,151 48 0.79 586 10.17 0.0753
2025-08-05 2025-06-30 13F MEDTRONIC SHS G5960L103 6,103 114 1.90 532 -1.30 0.0719
2025-05-06 2025-03-31 13F MEDTRONIC SHS G5960L103 5,989 173 2.97 538 15.95 0.0780
2025-01-23 2024-12-31 13F MEDTRONIC SHS G5960L103 5,816 98 1.71 465 -9.73 0.0655
2024-11-07 2024-09-30 13F MEDTRONIC SHS G5960L103 5,718 -22 -0.38 515 13.97 0.0708
2024-08-01 2024-06-30 13F MEDTRONIC SHS G5960L103 5,740 -648 -10.14 452 -18.88 0.0660
2024-05-02 2024-03-31 13F MEDTRONIC SHS G5960L103 6,388 50 0.79 557 6.51 0.0759
2024-02-13 2023-12-31 13F/A-1 MEDTRONIC SHS G5960L103 6,338 -125 -1.93 522 3.16 0.0739
2024-02-05 2023-12-31 13F MEDTRONIC SHS G5960L103 6,338 -125 522 0.0739
2023-11-02 2023-09-30 13F MEDTRONIC SHS G5960L103 6,463 1,023 18.81 506 5.64 0.0799
2023-08-14 2023-06-30 13F MEDTRONIC SHS G5960L103 5,440 421 8.39 479 18.56 0.0768
2023-05-05 2023-03-31 13F MEDTRONIC SHS G5960L103 5,019 60 1.21 405 4.94 0.0698
2023-02-09 2022-12-31 13F MEDTRONIC SHS G5960L103 4,959 83 1.70 385 -7.89 0.0701
2022-11-03 2022-09-30 13F MEDTRONIC SHS G5960L103 4,876 86 1.80 418 -2.79 0.0929
2022-08-05 2022-06-30 13F MEDTRONIC SHS G5960L103 4,790 184 3.99 430 -15.85 0.0773
2022-05-02 2022-03-31 13F MEDTRONIC SHS G5960L103 4,606 162 3.65 511 11.09 0.0827
2022-01-19 2021-12-31 13F MEDTRONIC SHS G5960L103 4,444 116 2.68 460 -15.29 0.0740
2022-01-20 2021-09-30 13F/A-1 MEDTRONIC SHS G5960L103 4,328 214 5.20 543 6.26 0.0972
2021-10-13 2021-09-30 13F MEDTRONIC SHS G5960L103 4,328 214 543 0.0972
2021-07-13 2021-06-30 13F MEDTRONIC SHS G5960L103 4,114 123 3.08 511 8.49 0.0920
2021-04-14 2021-03-31 13F MEDTRONIC SHS G5960L103 3,991 403 11.23 471 11.61 0.0926
2021-02-11 2020-12-31 13F MEDTRONIC SHS G5960L103 3,588 520 16.95 422 32.29 0.0910
2020-11-13 2020-09-30 13F MEDTRONIC SHS G5960L103 3,068 289 10.40 319 25.10 0.0757
2020-08-05 2020-06-30 13F MEDTRONIC SHS G5960L103 2,779 76 2.81 255 4.51 0.0639
2020-05-05 2020-03-31 13F MEDTRONIC SHS G5960L103 2,703 -20 -0.73 244 -21.04 0.0717
2020-02-03 2019-12-31 13F MEDTRONIC SHS G5960L103 2,723 278 11.37 309 16.17 0.0757
2019-11-05 2019-09-30 13F MEDTRONIC SHS G5960L103 2,445 91 3.87 266 16.16 0.0745
2019-08-05 2019-06-30 13F MEDTRONIC SHS G5960L103 2,354 67 2.93 229 10.10 0.0669
2019-05-10 2019-03-31 13F MEDTRONIC SHS G5960L103 2,287 36 1.60 208 1.46 0.0632
2019-02-12 2018-12-31 13F MEDTRONIC SHS G5960L103 2,251 140 6.63 205 -1.44 0.0724
2018-11-07 2018-09-30 13F MEDTRONIC SHS G5960L103 2,111 2,111 208 0.0645
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.