Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionLaffer Investments
Latest Disclosed Ownership63,106 shares
Latest Disclosed Value $ 5,468,135
Laffer Investments reports 6.72% increase in ownership of MDT / Medtronic plc

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 63,106 shares of Medtronic plc (CH:MDT) valued at $5,468,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 59,130 shares of Medtronic plc. This represents a change in shares of 6.72% 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)
2026-05-13 2026-03-31 13F MEDTRONIC SHS G5960L103 63,106 3,976 6.72 5,468 -3.73 0.8074
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 59,130 2,907 5.17 5,680 6.09 0.8632
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 56,223 9,152 19.44 5,355 30.49 0.8480
2025-08-07 2025-06-30 13F MEDTRONIC SHS G5960L103 47,071 -7,667 -14.01 4,103 -16.57 0.7312
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 54,738 -5,265 -8.77 4,919 2.61 1.0473
2025-02-06 2024-12-31 13F MEDTRONIC SHS G5960L103 60,003 9,902 19.76 4,793 6.27 0.9424
2024-11-04 2024-09-30 13F MEDTRONIC SHS G5960L103 50,101 222 0.45 4,511 14.90 0.9135
2024-08-14 2024-06-30 13F MEDTRONIC COMMON STOCKS G5960L103 49,879 -8,371 -14.37 3,926 -22.68 0.8462
2024-05-15 2024-03-31 13F MEDTRONIC COMMON STOCKS G5960L103 58,250 -3,551 -5.75 5,076 -0.29 1.3106
2024-02-08 2023-12-31 13F MEDTRONIC COMMON STOCKS G5960L103 61,801 1,006 1.65 5,091 6.89 1.3534
2023-11-14 2023-09-30 13F MEDTRONIC COMMON STOCKS G5960L103 60,795 19,954 48.86 4,764 32.38 1.4008
2023-08-14 2023-06-30 13F MEDTRONIC COMMON STOCKS G5960L103 40,841 826 2.06 3,598 11.53 0.9546
2023-05-09 2023-03-31 13F MEDTRONIC COMMON STOCKS G5960L103 40,015 1,086 2.79 3,226 6.64 0.8739
2023-02-10 2022-12-31 13F MEDTRONIC COMMON STOCKS G5960L103 38,929 11,424 41.53 3,026 36.20 0.8708
2022-11-10 2022-09-30 13F medtronic COMMON STOCKS G5960L103 27,505 2,543 10.19 2,221 -0.85 0.8161
2022-08-15 2022-06-30 13F medtronic COMMON STOCKS G5960L103 24,962 3,232 14.87 2,240 -7.09 0.7867
2022-05-13 2022-03-31 13F medtronic COMMON STOCKS G5960L103 21,730 -7,894 -26.65 2,411 -21.31 0.7264
2022-02-11 2021-12-31 13F medtronic COMMON STOCKS G5960L103 29,624 1,100 3.86 3,065 -14.29 0.8851
2021-11-16 2021-09-30 13F medtronic COMMON STOCKS G5960L103 28,524 3,849 15.60 3,576 16.75 1.0345
2021-08-16 2021-06-30 13F medtronic COMMON STOCKS G5960L103 24,675 6,567 36.27 3,063 43.15 1.1478
2021-05-17 2021-03-31 13F MEDTRONIC PLC SHS COMMON STOCKS G5960L103 18,108 1,568 9.48 2,139 11.87 0.8098
2021-06-11 2020-12-31 13F/A-1 MEDTRONIC PLC SHS COMMON STOCKS G5960L103 16,540 2,465 17.51 1,913 30.78 0.8068
2021-02-19 2020-12-31 13F MEDTRONIC PLC SHS COMMON STOCKS G5960L103 16,362 2,287 1,917 0.9301
2021-06-11 2020-09-30 13F/A-1 MEDTRONIC PLC SHS COMMON STOCKS G5960L103 14,075 971 7.41 1,463 21.73 0.7314
2020-11-13 2020-09-30 13F Medtronic COMMON STOCKS G5960L103 14,075 971 1,463 0.7138
2021-06-11 2020-06-30 13F/A-1 MEDTRONIC PLC SHS COMMON STOCKS G5960L103 13,104 1,314 11.15 1,202 12.98 0.6905
2020-08-14 2020-06-30 13F Medtronic COMMON STOCKS G5960L103 13,104 1,314 1,202 0.7659
2020-04-28 2020-03-31 13F Medtronic COMMON STOCKS G5960L103 11,790 3,344 39.59 1,063 10.96 0.8294
2020-02-20 2019-12-31 13F Medtronic COMMON STOCKS G5960L103 8,446 8,399 17,870.21 958 19,060.00 0.6377
2019-11-14 2019-09-30 13F Medtronic COMMON STOCKS G5960L103 47 47 5 0.0044
2018-05-14 2018-03-31 13F Medtronic COMMON STOCKS G5960L103 0 -43,050 -100.00 0 -100.00
2018-02-13 2017-12-31 13F Medtronic COMMON STOCKS G5960L103 43,050 0 0.00 3,476 3.85 0.8712
2017-11-16 2017-09-30 13F Medtronic COMMON STOCKS G5960L103 43,050 -3,015 -6.55 3,348 -18.13 0.8837
2017-08-11 2017-06-30 13F Medtronic COMMON STOCKS G5960L103 46,065 0 0.00 4,088 10.19 1.0414
2017-05-16 2017-03-31 13F Medtronic COMMON STOCKS G5960L103 46,065 0 0.00 3,711 13.08 0.9749
2017-02-15 2016-12-31 13F Medtronic COMMON STOCKS G5960L103 46,065 46,065 -29.52 3,281 -99.90 0.8812
2013-11-14 2013-09-30 13F Medtronic COMMON STOCKS 585055106 0 -65,360 -100.00 0 -100.00
2013-08-15 2013-06-30 13F Medtronic COMMON STOCKS 585055106 65,360 65,360 3,364 0.6591
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.