Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionMorgan Stanley
Latest Disclosed Ownership20,717,029 shares
Latest Disclosed Value $ 1,795,130,844
Morgan Stanley reports 2.45% increase in ownership of MDT / Medtronic plc

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 20,717,029 shares of Medtronic plc (CH:MDT) valued at $1,795,130,844 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 20,222,575 shares of Medtronic plc. This represents a change in shares of 2.45% 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 SHS G5960L103 20,717,029 494,454 2.45 1,795,131 -7.59 0.1082
2026-05-27 2025-12-31 13F/A-1 MEDTRONIC SHS G5960L103 20,222,575 -9,674 -0.05 1,942,581 0.81 0.1160
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 20,222,575 -9,674 1,942,581 0.1160
2026-05-27 2025-09-30 13F/A-1 MEDTRONIC SHS G5960L103 20,232,249 1,207,610 6.35 1,926,920 16.19 0.1167
2025-11-14 2025-09-30 13F MEDTRONIC SHS G5960L103 20,232,249 1,207,610 1,926,920 0.1167
2025-08-15 2025-06-30 13F MEDTRONIC SHS G5960L103 19,024,639 -403,255 -2.08 1,658,378 -5.01 0.1080
2025-05-15 2025-03-31 13F MEDTRONIC SHS G5960L103 19,427,894 489,528 2.58 1,745,791 15.40 0.1248
2025-05-15 2024-12-31 13F/A-1 MEDTRONIC SHS G5960L103 18,938,366 -4,561,777 -19.41 1,512,797 -28.50 0.1060
2025-02-14 2024-12-31 13F MEDTRONIC SHS G5960L103 18,938,366 -4,561,777 1,512,797 0.1060
2025-05-14 2024-09-30 13F/A-2 MEDTRONIC SHS G5960L103 23,500,143 -4,769,328 -16.87 2,115,718 -4.92 0.1534
2025-02-14 2024-09-30 13F/A-1 MEDTRONIC SHS G5960L103 23,500,143 -4,769,328 2,115,718 0.1534
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 23,500,143 -4,769,328 2,115,718 0.0182
2025-05-14 2024-06-30 13F/A-2 MEDTRONIC SHS G5960L103 28,269,471 1,266,542 4.69 2,225,090 -5.45 0.1722
2024-10-17 2024-06-30 13F/A-1 MEDTRONIC SHS G5960L103 28,269,471 1,266,542 2,225,090 0.1722
2024-08-14 2024-06-30 13F MEDTRONIC SHS G5960L103 28,269,471 1,266,542 2,225,090 0.1722
2024-10-17 2024-03-31 13F/A-2 MEDTRONIC SHS G5960L103 27,002,929 3,721,019 15.98 2,353,306 22.70 0.1888
2024-08-16 2024-03-31 13F/A-1 MEDTRONIC SHS G5960L103 27,002,929 3,721,019 2,353,306 0.1888
2024-05-15 2024-03-31 13F MEDTRONIC SHS G5960L103 27,002,929 3,721,019 2,353,306 0.1888
2024-08-16 2023-12-31 13F/A-1 MEDTRONIC SHS G5960L103 23,281,910 -495,898 -2.09 1,917,964 2.94 0.1690
2024-02-13 2023-12-31 13F MEDTRONIC SHS G5960L103 23,281,910 -495,898 1,917,964 0.1690
2023-11-15 2023-09-30 13F MEDTRONIC SHS G5960L103 23,777,808 1,994,123 9.15 1,863,229 -2.91 0.1895
2023-08-14 2023-06-30 13F MEDTRONIC SHS G5960L103 21,783,685 3,055,462 16.31 1,919,143 27.11 0.1891
2023-05-15 2023-03-31 13F MEDTRONIC SHS G5960L103 18,728,223 801,053 4.47 1,509,870 8.37 0.1619
2023-02-14 2022-12-31 13F MEDTRONIC SHS G5960L103 17,927,170 -82,726 -0.46 1,393,300 -4.19 0.1582
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 18,009,896 522,669 2.99 1,454,297 -7.34 0.1982
2022-10-27 2022-06-30 13F/A-1 MEDTRONIC SHS G5960L103 17,487,227 2,527,982 16.90 1,569,479 -5.44 0.2037
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 17,487,227 2,527,982 1,569,479 0.0411
2022-10-27 2022-03-31 13F/A-1 MEDTRONIC SHS G5960L103 14,959,245 -8,195 -0.05 1,659,729 7.19 0.2238
2022-05-13 2022-03-31 13F MEDTRONIC SHS G5960L103 14,959,245 -8,195 1,659,729 0.2238
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 14,967,440 1,419,780 10.48 1,548,381 -8.82 0.1912
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 13,547,660 547,223 4.21 1,698,200 5.23 0.2287
2021-08-23 2021-06-30 13F/A-1 MEDTRONIC SHS G5960L103 13,000,437 981,186 8.16 1,613,745 13.66 0.2129
2021-08-16 2021-06-30 13F MEDTRONIC SHS G5960L103 13,000,437 981,186 1,613,745 0.0442
2021-05-17 2021-03-31 13F MEDTRONIC SHS G5960L103 12,019,251 458,766 3.97 1,419,834 4.85 0.2086
2021-02-16 2020-12-31 13F MEDTRONIC SHS G5960L103 11,560,485 1,221,333 11.81 1,354,194 26.04 0.2092
2020-11-13 2020-09-30 13F MEDTRONIC SHS G5960L103 10,339,152 659,510 6.81 1,074,444 21.05 0.2078
2020-08-14 2020-06-30 13F MEDTRONIC SHS G5960L103 9,679,642 1,331,835 15.95 887,623 17.91 0.1965
2020-05-26 2020-03-31 13F/A-1 MEDTRONIC SHS G5960L103 8,347,807 741,368 9.75 752,805 -12.76 0.2046
2020-05-15 2020-03-31 13F MEDTRONIC SHS G5960L103 8,347,807 741,368 752,805 57,831.1173
2020-02-14 2019-12-31 13F MEDTRONIC SHS G5960L103 7,606,439 273,552 3.73 862,951 8.34 0.2007
2019-11-14 2019-09-30 13F MEDTRONIC SHS G5960L103 7,332,887 -328,065 -4.28 796,499 6.75 0.2108
2019-08-14 2019-06-30 13F MEDTRONIC SHS G5960L103 7,660,952 453,392 6.29 746,100 13.65 0.1986
2019-05-15 2019-03-31 13F MEDTRONIC SHS G5960L103 7,207,560 -1,520,330 -17.42 656,465 -17.31 0.1858
2019-02-14 2018-12-31 13F MEDTRONIC SHS G5960L103 8,727,890 621,900 7.67 793,888 -0.44 0.2376
2019-04-23 2018-09-30 13F/A-2 MEDTRONIC SHS G5960L103 8,105,990 -223,855 -2.69 797,388 11.82 0.1996
2018-11-20 2018-09-30 13F/A-1 MEDTRONIC SHS G5960L103 8,105,990 0 797,388 0.1996
2018-11-14 2018-09-30 13F MEDTRONIC SHS G5960L103 8,105,990 -223,855 797,388
2019-04-23 2018-06-30 13F/A-1 MEDTRONIC SHS G5960L103 8,329,845 -285,913 -3.32 713,117 3.18 0.1927
2018-08-14 2018-06-30 13F MEDTRONIC SHS G5960L103 8,329,845 -285,913 713,117
2019-04-23 2018-03-31 13F/A-1 MEDTRONIC SHS G5960L103 8,615,758 -86,422 -0.99 691,154 -1.64 0.1918
2018-05-14 2018-03-31 13F MEDTRONIC SHS G5960L103 8,615,758 -86,422 691,154
2019-04-23 2017-12-31 13F/A-1 MEDTRONIC SHS G5960L103 8,702,180 -561,779 -6.06 702,700 -2.46 0.1923
2018-02-14 2017-12-31 13F MEDTRONIC SHS G5960L103 8,702,180 -561,779 702,700
2017-11-14 2017-09-30 13F MEDTRONIC SHS G5960L103 9,263,959 1,603,573 20.93 720,459 5.97 0.2158
2017-08-11 2017-06-30 13F MEDTRONIC SHS G5960L103 7,660,386 -3,912,327 -33.81 679,859 -27.08 0.2054
2017-05-22 2017-03-31 13F/A-1 MEDTRONIC SHS G5960L103 11,572,713 -373,900 -3.13 932,299 9.56 0.2865
2017-05-12 2017-03-31 13F MEDTRONIC SHS G5960L103 11,572,713 932,299
2017-02-22 2016-12-31 13F/A-1 MEDTRONIC SHS G5960L103 11,946,613 1,543,454 14.84 850,956 -5.33 0.2785
2017-02-13 2016-12-31 13F MEDTRONIC SHS G5960L103 11,946,613 850,956
2016-11-10 2016-09-30 13F MEDTRONIC SHS G5960L103 10,403,159 29,632 0.29 898,833 -0.14 0.3070
2016-08-12 2016-06-30 13F MEDTRONIC SHS G5960L103 10,373,527 -913,882 -8.10 900,111 6.33 0.3251
2016-05-12 2016-03-31 13F MEDTRONIC SHS G5960L103 11,287,409 2,191,811 24.10 846,554 21.00 0.3258
2016-02-09 2015-12-31 13F MEDTRONIC SHS G5960L103 9,095,598 979,589 12.07 699,632 28.78 0.2533
2016-02-08 2015-09-30 13F/A-1 MEDTRONIC SHS G5960L103 8,116,009 1,090,458 15.52 543,285 4.36 0.2008
2015-11-09 2015-09-30 13F MEDTRONIC SHS G5960L103 8,116,009 543,285
2015-08-12 2015-06-30 13F MEDTRONIC SHS G5960L103 7,025,551 1,548,936 28.28 520,593 21.88 0.1804
2015-05-14 2015-03-31 13F MEDTRONIC SHS G5960L103 5,476,615 1,646,989 43.01 427,122 54.47 0.1573
2015-02-13 2014-12-31 13F MEDTRONIC COM 585055106 3,829,626 2,527 0.07 276,500 16.62 0.1011
2014-12-16 2014-09-30 13F/A-1 MEDTRONIC COM 585055106 3,827,099 789,859 26.01 237,088 26.84 0.0912
2014-11-14 2014-09-30 13F MEDTRONIC COM 585055106 3,827,099 237,088
2014-05-13 2014-03-31 13F MEDTRONIC COM 585055106 3,037,240 -1,107,206 -26.72 186,913 -21.42 0.0783
2014-02-13 2013-12-31 13F MEDTRONIC COM 585055106 4,144,446 1,339,198 47.74 237,850 59.23 0.1012
2013-11-13 2013-09-30 13F MEDTRONIC INC COM ST COM 585055106 2,805,248 -524,341 -15.75 149,378 -12.83 0.0706
2013-08-08 2013-06-30 13F MEDTRONIC INC COM ST COM 585055106 3,329,589 3,329,589 171,373 0.0864
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.