Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership15,806 shares
Latest Disclosed Value $ 1,369,590
Mv Capital Management, Inc. reports 9.61% decrease in ownership of MDT / Medtronic plc

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 15,806 shares of Medtronic plc (CH:MDT) valued at $1,369,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 17,486 shares of Medtronic plc. This represents a change in shares of -9.61% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F MEDTRONIC SHS G5960L103 15,806 -1,680 -9.61 1,370 -18.46 0.1344
2026-02-23 2025-12-31 13F MEDTRONIC SHS G5960L103 17,486 288 1.67 1,680 2.57 0.1614
2026-02-23 2025-09-30 13F MEDTRONIC SHS G5960L103 17,198 -331 -1.89 1,638 7.13 0.1572
2025-08-08 2025-06-30 13F MEDTRONIC SHS G5960L103 17,529 -1,254 -6.68 1,528 -9.43 0.1572
2025-04-15 2025-03-31 13F MEDTRONIC SHS G5960L103 18,783 -4,625 -19.76 1,688 -9.74 0.1811
2025-02-12 2024-12-31 13F MEDTRONIC SHS G5960L103 23,408 -11 -0.05 1,870 -11.34 0.1997
2024-11-04 2024-09-30 13F MEDTRONIC SHS G5960L103 23,419 -1,140 -4.64 2,108 9.05 0.2238
2024-08-01 2024-06-30 13F MEDTRONIC SHS G5960L103 24,559 544 2.27 1,933 -7.60 0.2174
2024-04-18 2024-03-31 13F MEDTRONIC SHS G5960L103 24,015 15,830 193.40 2,093 210.39 0.2395
2024-01-29 2023-12-31 13F MEDTRONIC SHS G5960L103 8,185 -11,738 -58.92 674 -56.82 0.0854
2023-11-07 2023-09-30 13F MEDTRONIC SHS G5960L103 19,923 529 2.73 1,561 -8.61 0.2083
2023-08-03 2023-06-30 13F MEDTRONIC SHS G5960L103 19,394 3,008 18.36 1,709 29.30 0.2267
2023-04-26 2023-03-31 13F MEDTRONIC SHS G5960L103 16,386 354 2.21 1,321 6.02 0.1856
2023-01-27 2022-12-31 13F MEDTRONIC SHS G5960L103 16,032 272 1.73 1,246 -2.12 0.1925
2022-10-24 2022-09-30 13F MEDTRONIC SHS G5960L103 15,760 3,284 26.32 1,273 13.66 0.2194
2022-07-19 2022-06-30 13F MEDTRONIC SHS G5960L103 12,476 -649 -4.94 1,120 -23.08 0.1905
2022-05-09 2022-03-31 13F MEDTRONIC SHS G5960L103 13,125 789 6.40 1,456 14.11 0.2194
2022-02-02 2021-12-31 13F MEDTRONIC SHS G5960L103 12,336 7 0.06 1,276 -17.41 0.1857
2021-11-12 2021-09-30 13F MEDTRONIC SHS G5960L103 12,329 837 7.28 1,545 8.27 0.2554
2021-08-03 2021-06-30 13F MEDTRONIC SHS G5960L103 11,492 640 5.90 1,427 11.31 0.2423
2021-05-12 2021-03-31 13F MEDTRONIC SHS G5960L103 10,852 1,691 18.46 1,282 19.48 0.2341
2021-02-08 2020-12-31 13F MEDTRONIC SHS G5960L103 9,161 1,076 13.31 1,073 27.74 0.2034
2020-11-12 2020-09-30 13F MEDTRONIC SHS G5960L103 8,085 2,082 34.68 840 52.73 0.1745
2020-08-04 2020-06-30 13F MEDTRONIC SHS G5960L103 6,003 1,487 32.93 550 35.14 0.1295
2020-04-28 2020-03-31 13F MEDTRONIC SHS G5960L103 4,516 567 14.36 407 -9.15 0.1060
2020-02-05 2019-12-31 13F MEDTRONIC SHS G5960L103 3,949 399 11.24 448 16.06 0.0968
2019-11-21 2019-09-30 13F MEDTRONIC SHS G5960L103 3,550 229 6.90 386 19.50 0.0878
2019-08-07 2019-06-30 13F MEDTRONIC SHS G5960L103 3,321 457 15.96 323 23.75 0.0747
2019-05-02 2019-03-31 13F MEDTRONIC SHS G5960L103 2,864 284 11.01 261 11.06 0.0628
2019-02-13 2018-12-31 13F MEDTRONIC SHS G5960L103 2,580 230 9.79 235 1.73 0.0658
2018-11-06 2018-09-30 13F MEDTRONIC SHS G5960L103 2,350 -36 -1.51 231 13.24 0.0575
2018-08-14 2018-06-30 13F/A-1 MEDTRONIC SHS G5960L103 2,386 7 0.29 204 6.81 0.0529
2018-08-14 2018-06-30 13F MEDTRONIC SHS G5960L103 2,379 0 191
2018-05-09 2018-03-31 13F MEDTRONIC SHS G5960L103 2,379 -63 -2.58 191 -3.05 0.0506
2018-03-05 2017-12-31 13F MEDTRONIC SHS G5960L103 2,442 -20 -0.81 197 3.14 0.0536
2017-11-15 2017-09-30 13F MEDTRONIC SHS G5960L103 2,462 -268 -9.82 191 -21.07 0.0536
2017-08-01 2017-06-30 13F MEDTRONIC SHS G5960L103 2,730 79 2.98 242 13.08 0.0715
2017-05-15 2017-03-31 13F MEDTRONIC SHS G5960L103 2,651 -3 -0.11 214 13.23 0.0673
2017-02-14 2016-12-31 13F MEDTRONIC SHS G5960L103 2,654 -278 -9.48 189 -25.30 0.0680
2016-11-15 2016-09-30 13F MEDTRONIC SHS G5960L103 2,932 -452 -13.36 253 -13.95 0.0919
2016-08-12 2016-06-30 13F MEDTRONIC SHS G5960L103 3,384 180 5.62 294 22.50 0.1066
2016-05-13 2016-03-31 13F MEDTRONIC SHS G5960L103 3,204 716 28.78 240 25.65 0.0972
2016-02-12 2015-12-31 13F MEDTRONIC SHS G5960L103 2,488 816 48.80 191 70.54 0.0753
2015-11-13 2015-09-30 13F MEDTRONIC SHS G5960L103 1,672 495 42.06 112 28.74 0.0510
2015-08-14 2015-06-30 13F MEDTRONIC SHS G5960L103 1,177 251 27.11 87 20.83 0.0353
2015-05-13 2015-03-31 13F MEDTRONIC COM 585055106 926 0 0.00 72 7.46 0.0301
2015-03-12 2014-12-31 13F MEDTRONIC COM 585055106 926 926 67 0.0304
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.