Medtronic plc
GB ˙ LSE ˙ IE00BTN1Y115
77,68 $ ↑3,91 (5,30%)
2026-06-03
DEL PRIS
SecurityGB:0Y6X / Medtronic plc
InstitutionEquitable Trust Co
Latest Disclosed Ownership111,423 shares
Latest Disclosed Value $ 9,654,803
Equitable Trust Co reports 67.17% increase in ownership of 0Y6X / Medtronic plc

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 111,423 shares of Medtronic plc (GB:0Y6X) valued at $9,593,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 66,652 shares of Medtronic plc. This represents a change in shares of 67.17% during the quarter. The current value of the position is $8,655,339 USD.

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)
2026-04-30 2026-03-31 13F Medtronic Com G5960L103 111,423 44,771 67.17 9,655 50.80 0.2628
2026-02-02 2025-12-31 13F Medtronic Com G5960L103 66,652 1,577 2.42 6,403 3.31 0.2858
2025-11-10 2025-09-30 13F Medtronic Com G5960L103 65,075 -1,803 -2.70 6,198 6.31 0.2849
2025-07-23 2025-06-30 13F Medtronic Com G5960L103 66,878 19,014 39.73 5,830 35.53 0.2904
2025-04-25 2025-03-31 13F Medtronic Com G5960L103 47,864 8,219 20.73 4,301 35.85 0.2383
2025-01-28 2024-12-31 13F Medtronic Com G5960L103 39,645 18,968 91.73 3,167 70.12 0.1767
2024-10-29 2024-09-30 13F Medtronic Com G5960L103 20,677 3,869 23.02 1,862 40.77 0.1194
2024-07-31 2024-06-30 13F Medtronic Com G5960L103 16,808 -1,225 -6.79 1,323 -15.85 0.0910
2024-04-24 2024-03-31 13F Medtronic Com G5960L103 18,033 104 0.58 1,572 6.44 0.1090
2024-01-25 2023-12-31 13F Medtronic Com G5960L103 17,929 -2,004 -10.05 1,477 -5.45 0.1110
2023-11-06 2023-09-30 13F Medtronic Com G5960L103 19,933 -685 -3.32 1,562 -14.04 0.1291
2023-08-08 2023-06-30 13F Medtronic Com G5960L103 20,618 -2,196 -9.63 1,816 -1.25 0.1389
2023-05-02 2023-03-31 13F Medtronic Com G5960L103 22,814 3,180 16.20 1,839 20.59 0.1448
2023-02-17 2022-12-31 13F Medtronic Com G5960L103 19,634 -133,639 -87.19 1,526 -87.68 0.1203
2022-10-31 2022-09-30 13F Medtronic Com G5960L103 153,273 -85,206 -35.73 12,377 -42.17 1.0316
2022-07-15 2022-06-30 13F Medtronic Com G5960L103 238,479 -44,775 -15.81 21,404 -31.89 1.5945
2022-05-06 2022-03-31 13F Medtronic Com G5960L103 283,254 -51,938 -15.49 31,427 -9.37 2.0193
2022-01-31 2021-12-31 13F Medtronic Com G5960L103 335,192 -8,806 -2.56 34,675 -19.58 2.1417
2021-10-26 2021-09-30 13F Medtronic Com G5960L103 343,998 -3,844 -1.11 43,120 -0.13 2.7529
2021-08-03 2021-06-30 13F Medtronic Com G5960L103 347,842 -530 -0.15 43,177 4.92 2.7691
2021-05-14 2021-03-31 13F Medtronic Com G5960L103 348,372 6,437 1.88 41,153 2.74 3.0658
2021-02-12 2020-12-31 13F Medtronic Com G5960L103 341,935 6,499 1.94 40,054 14.91 2.9736
2020-11-13 2020-09-30 13F Medtronic Com G5960L103 335,436 806 0.24 34,858 13.60 2.9678
2020-08-18 2020-06-30 13F Medtronic Com G5960L103 334,630 -1,856 -0.55 30,685 1.12 2.8219
2020-05-21 2020-03-31 13F Medtronic Com G5960L103 336,486 65,478 24.16 30,344 -1.31 3.3349
2020-02-18 2019-12-31 13F Medtronic Com G5960L103 271,008 719 0.27 30,746 4.73 3.0034
2019-11-19 2019-09-30 13F Medtronic Com G5960L103 270,289 30,632 12.78 29,358 25.78 3.0931
2019-08-16 2019-06-30 13F Medtronic Com G5960L103 239,657 23,345 10.79 23,340 18.47 2.4770
2019-05-15 2019-03-31 13F Medtronic Com G5960L103 216,312 32,018 17.37 19,702 17.53 2.2754
2019-02-22 2018-12-31 13F Medtronic Com G5960L103 184,294 -14,149 -7.13 16,763 -14.12 2.2182
2018-11-15 2018-09-30 13F Medtronic Com G5960L103 198,443 -56,377 -22.12 19,520 -10.52 2.2744
2018-08-14 2018-06-30 13F Medtronic Com G5960L103 254,820 254,820 21,815 2.7622
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.