Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionSimmons Bank
Latest Disclosed Ownership8,584 shares
Latest Disclosed Value $ 743,809
Simmons Bank reports 4.59% increase in ownership of MDT / Medtronic plc

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 8,584 shares of Medtronic plc (CH:MDT) valued at $743,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,207 shares of Medtronic plc. This represents a change in shares of 4.59% 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)
2026-04-23 2026-03-31 13F MEDTRONIC FOREIGN STOCK G5960L103 8,584 377 4.59 744 -5.71 0.0498
2026-02-05 2025-12-31 13F MEDTRONIC FOREIGN STOCK G5960L103 8,207 145 1.80 788 2.74 0.0527
2025-11-04 2025-09-30 13F MEDTRONIC FOREIGN STOCK G5960L103 8,062 -189 -2.29 768 6.68 0.0512
2025-08-06 2025-06-30 13F MEDTRONIC FOREIGN STOCK G5960L103 8,251 109 1.34 719 -1.64 0.0513
2025-04-29 2025-03-31 13F MEDTRONIC FOREIGN STOCK G5960L103 8,142 -668 -7.58 732 3.98 0.0552
2025-02-05 2024-12-31 13F MEDTRONIC FOREIGN STOCK G5960L103 8,810 550 6.66 704 -5.38 0.0515
2024-11-05 2024-09-30 13F MEDTRONIC FOREIGN STOCK G5960L103 8,260 -701 -7.82 744 5.39 0.0538
2024-07-26 2024-06-30 13F MEDTRONIC FOREIGN STOCK G5960L103 8,961 -163 -1.79 705 -11.32 0.0532
2024-05-14 2024-03-31 13F MEDTRONIC FOREIGN STOCK G5960L103 9,124 598 7.01 795 13.25 0.0597
2024-02-06 2023-12-31 13F MEDTRONIC FOREIGN STOCK G5960L103 8,526 1,059 14.18 702 20.00 0.0573
2023-10-26 2023-09-30 13F MEDTRONIC FOREIGN STOCK G5960L103 7,467 844 12.74 585 0.34 0.0519
2023-08-03 2023-06-30 13F MEDTRONIC FOREIGN STOCK G5960L103 6,623 3,070 86.41 583 103.85 0.0490
2023-04-28 2023-03-31 13F MEDTRONIC FOREIGN STOCK G5960L103 3,553 -573 -13.89 286 -10.62 0.0244
2023-02-08 2022-12-31 13F MEDTRONIC FOREIGN STOCK G5960L103 4,126 -221 -5.08 321 -8.83 0.0276
2022-10-27 2022-09-30 13F MEDTRONIC FOREIGN STOCK G5960L103 4,347 276 6.78 351 -3.84 0.0327
2022-07-29 2022-06-30 13F MEDTRONIC FOREIGN STOCK G5960L103 4,071 -156 -3.69 365 -22.17 0.0320
2022-04-21 2022-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,227 382 9.93 469 17.84 0.0351
2022-01-28 2021-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,845 -28 -0.72 398 -17.94 0.0279
2021-10-26 2021-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,873 -33 -0.84 485 0.00 0.0352
2021-08-05 2021-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,906 195 5.25 485 10.48 0.0350
2021-05-06 2021-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,711 -336 -8.30 439 -7.38 0.0331
2021-02-08 2020-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,047 378 10.30 474 24.08 0.0376
2020-11-13 2020-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,669 -52 -1.40 382 11.70 0.0314
2020-08-14 2020-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,721 132 3.68 342 5.56 0.0282
2020-05-14 2020-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 3,589 -5,542 -60.69 324 -68.73 0.0282
2020-01-31 2019-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 9,131 -355 -3.74 1,036 0.58 0.0929
2019-11-13 2019-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 9,486 -810 -7.87 1,030 2.69 0.1013
2019-08-13 2019-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 10,296 -124 -1.19 1,003 5.69 0.0971
2019-05-13 2019-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 10,420 4,450 74.54 949 74.77 0.0924
2019-01-24 2018-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 5,970 -139 -2.28 543 -9.65 0.0608
2018-11-13 2018-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 6,109 479 8.51 601 24.69 0.0592
2018-08-13 2018-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 5,630 -98 -1.71 482 5.01 0.0438
2018-05-14 2018-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 5,728 1 0.02 459 -0.86 0.0412
2018-02-13 2017-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 5,727 -723 -11.21 463 -7.77 0.0466
2017-11-14 2017-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 6,450 1,924 42.51 502 24.88 0.0520
2017-08-15 2017-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,526 -5 -0.11 402 10.14 0.0450
2017-05-11 2017-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,531 234 5.45 365 19.67 0.0403
2017-02-08 2016-12-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,297 -315 -6.83 305 -23.56 0.0343
2016-10-31 2016-09-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,612 -100 -2.12 399 -2.44 0.0439
2016-08-03 2016-06-30 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,712 0 0.00 409 15.54 0.0455
2016-05-13 2016-03-31 13F MEDTRONIC HLDG FOREIGN STOCK G5960L103 4,712 4,712 354 0.0394
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.