Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership59,580 shares
Latest Disclosed Value $ 5,202,314
Naples Global Advisors, Llc reports 3.33% increase in ownership of MDT / Medtronic plc

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 59,580 shares of Medtronic plc (CH:MDT) valued at $5,202,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 57,662 shares of Medtronic plc. This represents a change in shares of 3.33% 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)
2026-04-20 2026-03-31 13F MEDTRONIC SHS G5960L103 59,580 1,918 3.33 5,202 -6.74 0.3796
2026-02-04 2025-12-31 13F MEDTRONIC SHS G5960L103 57,662 -1,072 -1.83 5,578 -0.96 0.4168
2025-10-30 2025-09-30 13F MEDTRONIC SHS G5960L103 58,734 407 0.70 5,633 9.91 0.4387
2025-07-18 2025-06-30 13F MEDTRONIC SHS G5960L103 58,327 -5,042 -7.96 5,124 -10.69 0.4409
2025-04-10 2025-03-31 13F MEDTRONIC SHS G5960L103 63,369 -1,778 -2.73 5,737 9.32 0.5451
2025-01-29 2024-12-31 13F MEDTRONIC SHS G5960L103 65,147 -3,222 -4.71 5,248 -15.37 0.4909
2024-10-24 2024-09-30 13F MEDTRONIC SHS G5960L103 68,369 -4,619 -6.33 6,201 7.02 0.5766
2024-07-18 2024-06-30 13F MEDTRONIC SHS G5960L103 72,988 -4 -0.01 5,794 -9.61 0.5814
2024-04-29 2024-03-31 13F MEDTRONIC SHS G5960L103 72,992 2,924 4.17 6,410 10.18 0.6562
2024-01-11 2023-12-31 13F MEDTRONIC SHS G5960L103 70,068 601 0.87 5,819 5.97 0.6399
2023-10-16 2023-09-30 13F MEDTRONIC SHS G5960L103 69,467 1,349 1.98 5,490 -9.20 0.6653
2023-07-17 2023-06-30 13F MEDTRONIC SHS G5960L103 68,118 615 0.91 6,047 10.21 0.7094
2023-04-17 2023-03-31 13F MEDTRONIC SHS G5960L103 67,503 2,535 3.90 5,487 7.74 0.6841
2023-04-17 2022-12-31 13F/A-1 MEDTRONIC SHS G5960L103 64,968 1,109 1.74 5,092 -2.06 0.6472
2023-01-20 2022-12-31 13F MEDTRONIC SHS G5960L103 64,968 1,109 5,092 0.0006
2022-10-20 2022-09-30 13F MEDTRONIC SHS G5960L103 63,859 3,831 6.38 5,199 -4.06 0.7155
2022-08-11 2022-06-30 13F MEDTRONIC SHS G5960L103 60,028 2,173 3.76 5,419 -15.58 0.7032
2022-04-28 2022-03-31 13F MEDTRONIC SHS G5960L103 57,855 2,575 4.66 6,419 12.24 0.7412
2022-02-04 2021-12-31 13F MEDTRONIC SHS G5960L103 55,280 3,540 6.84 5,719 -11.83 0.6628
2021-10-29 2021-09-30 13F/A-1 MEDTRONIC SHS G5960L103 51,740 -65 -0.13 6,486 0.86 0.8519
2021-10-25 2021-09-30 13F MEDTRONIC SHS G5960L103 51,740 -65 6,486 0.8478
2021-08-06 2021-06-30 13F MEDTRONIC SHS G5960L103 51,805 1,340 2.66 6,431 7.88 0.8942
2021-05-10 2021-03-31 13F MEDTRONIC SHS G5960L103 50,465 191 0.38 5,961 1.22 0.9059
2021-02-08 2020-12-31 13F MEDTRONIC SHS G5960L103 50,274 1,733 3.57 5,889 16.75 0.9958
2020-10-26 2020-09-30 13F MEDTRONIC SHS G5960L103 48,541 2,057 4.43 5,044 18.32 0.9832
2020-08-04 2020-06-30 13F MEDTRONIC SHS G5960L103 46,484 2,185 4.93 4,263 6.71 0.9185
2020-04-27 2020-03-31 13F MEDTRONIC SHS G5960L103 44,299 6,851 18.29 3,995 -5.96 1.0470
2020-02-05 2019-12-31 13F Medtronic SHS G5960L103 37,448 744 2.03 4,248 6.55 0.8920
2019-10-28 2019-09-30 13F Medtronic SHS G5960L103 36,704 410 1.13 3,987 12.79 0.9312
2019-07-10 2019-06-30 13F Medtronic SHS G5960L103 36,294 1,760 5.10 3,535 12.40 0.8600
2019-04-29 2019-03-31 13F Medtronic SHS G5960L103 34,534 2,341 7.27 3,145 15.16 0.8040
2019-02-01 2018-12-31 13F Medtronic SHS G5960L103 32,193 2,584 8.73 2,731 -6.25 0.7773
2018-11-13 2018-09-30 13F/A-1 Medtronic COM G5960L103 29,609 1,408 4.99 2,913 20.67 0.7729
2018-11-13 2018-09-30 13F Medtronic COM G5960L103 28,201 0 2,414
2018-07-23 2018-06-30 13F Medtronic COM G5960L103 28,201 918 3.36 2,414 10.28 0.6800
2018-04-17 2018-03-31 13F Medtronic COM 585055106 27,283 2,620 10.62 2,189 9.89 0.6494
2018-01-19 2017-12-31 13F Medtronic COM 585055106 24,663 2,827 12.95 1,992 17.31 0.5881
2017-10-16 2017-09-30 13F Medtronic COM 585055106 21,836 1,247 6.06 1,698 -7.06 0.5668
2017-07-25 2017-06-30 13F Medtronic COM 585055106 20,589 125 0.61 1,827 10.79 0.6480
2017-04-21 2017-03-31 13F Medtronic COM 585055106 20,464 150 0.74 1,649 13.96 0.5918
2017-01-30 2016-12-31 13F Medtronic COM 585055106 20,314 965 4.99 1,447 -13.46 0.5634
2016-10-11 2016-09-30 13F Medtronic COM 585055106 19,349 800 4.31 1,672 3.92 0.6538
2016-07-13 2016-06-30 13F Medtronic COM 585055106 18,549 1,088 6.23 1,609 22.82 0.6585
2016-04-13 2016-03-31 13F Medtronic COM 585055106 17,461 -300 -1.69 1,310 -4.10 0.5490
2016-01-25 2015-12-31 13F Medtronic COM 585055106 17,761 1,678 10.43 1,366 26.83 0.6618
2015-10-14 2015-09-30 13F Medtronic COM 585055106 16,083 5,285 48.94 1,077 34.63 0.5534
2015-07-27 2015-06-30 13F Medtronic COM 585055106 10,798 1,129 11.68 800 6.10 0.3839
2015-04-15 2015-03-31 13F Medtronic COM 585055106 9,669 884 10.06 754 18.93 0.3584
2015-01-22 2014-12-31 13F Medtronic COM 585055106 8,785 305 3.60 634 20.76 0.3354
2014-10-16 2014-09-30 13F Medtronic COM 585055106 8,480 800 10.42 525 7.14 0.3094
2014-07-14 2014-06-30 13F Medtronic COM 585055106 7,680 -150 -1.92 490 1.66 0.2905
2014-04-07 2014-03-31 13F Medtronic COM 585055106 7,830 0 0.00 482 7.35 0.2948
2014-01-16 2013-12-31 13F Medtronic COM 585055106 7,830 7,830 449 0.2994
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.