Medtronic plc
GB ˙ LSE ˙ IE00BTN1Y115
82,38 $ ↑1,11 (1,37%)
2026-06-05
DEL PRIS
SecurityGB:0Y6X / Medtronic plc
InstitutionHBW Advisory Services LLC
Latest Disclosed Ownership23,057 shares
Latest Disclosed Value $ 1,997,924
HBW Advisory Services LLC reports 5.94% increase in ownership of 0Y6X / Medtronic plc

On May 4, 2026 - HBW Advisory Services LLC filed a 13F-HR form disclosing ownership of 23,057 shares of Medtronic plc (GB:0Y6X) valued at $1,985,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 21,764 shares of Medtronic plc. This represents a change in shares of 5.94% during the quarter. The current value of the position is $1,899,436 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)
2026-05-04 2026-03-31 13F MEDTRONIC SHS G5960L103 23,057 1,293 5.94 1,998 -4.45 0.2106
2026-01-23 2025-12-31 13F MEDTRONIC SHS G5960L103 21,764 -10,819 -33.20 2,091 -32.65 0.2272
2025-10-16 2025-09-30 13F MEDTRONIC SHS G5960L103 32,583 -1,103 -3.27 3,103 5.69 0.3492
2025-07-02 2025-06-30 13F MEDTRONIC SHS G5960L103 33,686 -2,179 -6.08 2,936 -8.88 0.3620
2025-04-09 2025-03-31 13F MEDTRONIC SHS G5960L103 35,865 1,581 4.61 3,223 17.68 0.4582
2025-01-10 2024-12-31 13F MEDTRONIC SHS G5960L103 34,284 299 0.88 2,739 -10.49 0.2810
2024-10-04 2024-09-30 13F MEDTRONIC SHS G5960L103 33,985 530 1.58 3,060 16.18 0.4473
2024-07-05 2024-06-30 13F MEDTRONIC SHS G5960L103 33,455 6,229 22.88 2,633 131,550.00 0.4370
2024-04-19 2024-03-31 13F MEDTRONIC SHS G5960L103 27,226 0 0.00 2 0.00 0.4195
2024-01-16 2023-12-31 13F MEDTRONIC SHS G5960L103 27,226 1,576 6.14 2 0.00 0.4195
2023-10-12 2023-09-30 13F MEDTRONIC SHS G5960L103 25,650 12,490 94.91 2 100.00 0.4195
2023-07-06 2023-06-30 13F MEDTRONIC SHS G5960L103 13,160 1,526 13.12 1 0.2513
2023-04-07 2023-03-31 13F MEDTRONIC SHS G5960L103 11,634 11,634 1 0.2334
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.