Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership1,048,005 shares
Latest Disclosed Value $ 90,809,633
Panagora Asset Management Inc reports 39.91% increase in ownership of MDT / Medtronic plc

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 1,048,005 shares of Medtronic plc (CH:MDT) valued at $90,809,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 749,064 shares of Medtronic plc. This represents a change in shares of 39.91% 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)
2026-05-14 2026-03-31 13F MEDTRONIC SHS G5960L103 1,048,005 298,941 39.91 90,810 26.20 0.3402
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 749,064 37,518 5.27 71,955 6.18 0.2550
2025-11-13 2025-09-30 13F MEDTRONIC SHS G5960L103 711,546 -305,235 -30.02 67,768 -23.54 0.2730
2025-08-13 2025-06-30 13F MEDTRONIC SHS G5960L103 1,016,781 -28,390 -2.72 88,633 -5.63 0.3994
2025-05-15 2025-03-31 13F MEDTRONIC SHS G5960L103 1,045,171 29,884 2.94 93,919 15.80 0.4691
2025-02-13 2024-12-31 13F MEDTRONIC SHS G5960L103 1,015,287 62,619 6.57 81,101 -5.44 0.3748
2024-11-13 2024-09-30 13F MEDTRONIC SHS G5960L103 952,668 112,823 13.43 85,769 29.75 0.4098
2024-07-29 2024-06-30 13F MEDTRONIC SHS G5960L103 839,845 744,952 785.04 66,104 699.42 0.3324
2024-05-07 2024-03-31 13F MEDTRONIC SHS G5960L103 94,893 -99,230 -51.12 8,270 -48.29 0.0431
2024-02-08 2023-12-31 13F MEDTRONIC SHS G5960L103 194,123 -51,174 -20.86 15,992 -16.80 0.0894
2023-10-31 2023-09-30 13F MEDTRONIC SHS G5960L103 245,297 -106,951 -30.36 19,221 -38.06 0.1194
2023-08-11 2023-06-30 13F MEDTRONIC SHS G5960L103 352,248 -5,624 -1.57 31,033 7.56 0.1828
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 357,872 -103,499 -22.43 28,852 -19.54 0.1824
2023-02-13 2022-12-31 13F MEDTRONIC SHS G5960L103 461,371 -4,823 -1.03 35,858 -4.75 0.2352
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 466,194 121,040 35.07 37,645 21.52 0.2611
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 345,154 -8,204 -2.32 30,978 -20.98 0.2031
2022-05-12 2022-03-31 13F MEDTRONIC SHS G5960L103 353,358 -100,144 -22.08 39,205 -16.43 0.2135
2022-02-10 2021-12-31 13F MEDTRONIC SHS G5960L103 453,502 -100,537 -18.15 46,915 -32.45 0.2485
2021-11-10 2021-09-30 13F MEDTRONIC SHS G5960L103 554,039 -527,194 -48.76 69,449 -48.25 0.3711
2021-08-11 2021-06-30 13F MEDTRONIC SHS G5960L103 1,081,233 -531 -0.05 134,213 5.03 0.7191
2021-05-12 2021-03-31 13F Medtronic COMMON G5960L103 1,081,764 -76,412 -6.60 127,789 -5.81 0.7175
2021-02-10 2020-12-31 13F Medtronic COMMON G5960L103 1,158,176 -167,101 -12.61 135,669 -1.49 0.8028
2020-11-13 2020-09-30 13F Medtronic COMMON G5960L103 1,325,277 -238,975 -15.28 137,722 -3.99 0.8627
2020-08-12 2020-06-30 13F Medtronic COMMON G5960L103 1,564,252 -79,057 -4.81 143,442 -3.21 0.9143
2020-05-14 2020-03-31 13F Medtronic COMMON G5960L103 1,643,309 309,135 23.17 148,194 -2.09 1.0482
2020-02-12 2019-12-31 13F Medtronic COMMON G5960L103 1,334,174 -202,916 -13.20 151,362 -9.34 0.6874
2019-11-12 2019-09-30 13F Medtronic COMMON G5960L103 1,537,090 13,007 0.85 166,959 12.48 0.7702
2019-08-09 2019-06-30 13F Medtronic COMMON G5960L103 1,524,083 -333 -0.02 148,430 6.90 0.6638
2019-05-15 2019-03-31 13F Medtronic COMMON G5960L103 1,524,416 789,490 107.42 138,844 107.70 0.6173
2019-02-14 2018-12-31 13F Medtronic COMMON G5960L103 734,926 687,713 1,456.62 66,849 1,339.47 0.3112
2018-11-13 2018-09-30 13F Medtronic COMMON G5960L103 47,213 -916 -1.90 4,644 12.72 0.0175
2018-08-14 2018-06-30 13F Medtronic COMMON G5960L103 48,129 2,114 4.59 4,120 11.62 0.0163
2018-05-15 2018-03-31 13F Medtronic COMMON G5960L103 46,015 3,457 8.12 3,691 7.39 0.0146
2018-02-14 2017-12-31 13F Medtronic COMMON G5960L103 42,558 -374,733 -89.80 3,437 -89.41 0.0129
2017-11-14 2017-09-30 13F Medtronic COMMON G5960L103 417,291 -295,370 -41.45 32,453 -48.69 0.1285
2017-08-14 2017-06-30 13F Medtronic COMMON G5960L103 712,661 108,582 17.97 63,249 29.97 0.2546
2017-05-15 2017-03-31 13F Medtronic COMMON G5960L103 604,079 309,533 105.09 48,665 131.95 0.2026
2017-02-14 2016-12-31 13F Medtronic COMMON G5960L103 294,546 -36,393 -11.00 20,981 -26.62 0.0961
2016-11-14 2016-09-30 13F Medtronic COMMON G5960L103 330,939 16,465 5.24 28,593 4.79 0.1363
2016-08-15 2016-06-30 13F Medtronic COMMON G5960L103 314,474 2,700 0.87 27,287 16.70 0.1355
2016-05-16 2016-03-31 13F Medtronic COMMON G5960L103 311,774 -131,557 -29.67 23,383 -31.43 0.1161
2016-02-12 2015-12-31 13F Medtronic COMMON G5960L103 443,331 -65,349 -12.85 34,101 0.15 0.1680
2015-11-13 2015-09-30 13F Medtronic COMMON G5960L103 508,680 -892,813 -63.70 34,051 -67.21 0.1798
2015-08-14 2015-06-30 13F Medtronic COMMON G5960L103 1,401,493 -456,099 -24.55 103,851 -28.32 0.5206
2015-05-15 2015-03-31 13F Medtronic COMMON G5960L103 1,857,592 -175,883 -8.65 144,874 -1.32 0.7355
2015-02-13 2014-12-31 13F Medtronic COMMON G5960L103 2,033,475 -191,498 -8.61 146,817 6.51 0.7509
2014-11-12 2014-09-30 13F MEDTRONIC COMMON 585055106 2,224,973 -1,176,137 -34.58 137,837 -36.44 0.6679
2014-08-14 2014-06-30 13F MEDTRONIC COMMON 585055106 3,401,110 1,080,372 46.55 216,855 51.84 1.0527
2014-05-15 2014-03-31 13F MEDTRONIC COMMON 585055106 2,320,738 1,130,059 94.91 142,818 109.00 0.6745
2014-02-21 2013-12-31 13F MEDTRONIC COMMON 585055106 1,190,679 17,555 1.50 68,333 9.39 0.3164
2013-11-14 2013-09-30 13F MEDTRONIC COMMON 585055106 1,173,124 94,948 8.81 62,469 12.57 0.3069
2013-08-14 2013-06-30 13F MEDTRONIC COMMON 585055106 1,078,176 1,078,176 55,494 0.2838
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.