Medtronic plc
GB ˙ LSE ˙ IE00BTN1Y115
82,38 $ ↑1,11 (1,37%)
2026-06-05
DEL PRIS
SecurityGB:0Y6X / Medtronic plc
InstitutionStifel Financial Corp
Latest Disclosed Ownership5,758,966 shares
Latest Disclosed Value $ 499,018,536
Stifel Financial Corp reports 1.86% decrease in ownership of 0Y6X / Medtronic plc

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 5,758,966 shares of Medtronic plc (GB:0Y6X) valued at $495,846,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,867,863 shares of Medtronic plc. This represents a change in shares of -1.86% during the quarter. The current value of the position is $474,423,619 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)
2026-05-12 2026-03-31 13F MEDTRONIC SHS G5960L103 5,758,966 -108,897 -1.86 499,019 -11.47 0.1076
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 5,867,863 -243,012 -3.98 563,672 -3.15 0.5070
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 6,110,875 138,994 2.33 582,004 11.80 0.5314
2025-08-14 2025-06-30 13F MEDTRONIC SHS G5960L103 5,971,881 41,371 0.70 520,573 -2.32 0.5064
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 5,930,510 94,845 1.63 532,919 14.32 0.5665
2025-02-13 2024-12-31 13F MEDTRONIC SHS G5960L103 5,835,665 -6,355 -0.11 466,157 -11.37 0.4855
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 5,842,020 164,700 2.90 525,960 17.70 0.5516
2024-08-13 2024-06-30 13F MEDTRONIC SHS G5960L103 5,677,320 69,377 1.24 446,866 -8.57 0.5029
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 5,607,943 250,182 4.67 488,739 10.73 0.5568
2024-02-12 2023-12-31 13F MEDTRONIC SHS G5960L103 5,357,761 -34,103 -0.63 441,379 4.47 0.5554
2023-11-13 2023-09-30 13F MEDTRONIC SHS G5960L103 5,391,864 104,204 1.97 422,511 -9.30 0.5940
2023-08-14 2023-06-30 13F MEDTRONIC SHS G5960L103 5,287,660 209,790 4.13 465,850 13.79 0.6375
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 5,077,870 678,616 15.43 409,383 19.73 0.5868
2023-02-13 2022-12-31 13F MEDTRONIC SHS G5960L103 4,399,254 236,482 5.68 341,913 1.71 0.5132
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 4,162,772 313,424 8.14 336,153 -2.70 0.5504
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 3,849,348 213,463 5.87 345,493 -14.36 0.5407
2022-05-13 2022-03-31 13F MEDTRONIC SHS G5960L103 3,635,885 397,428 12.27 403,409 20.41 0.5505
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 3,238,457 127,766 4.11 335,027 -14.08 0.4429
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 3,110,691 147,554 4.98 389,934 6.01 0.5718
2021-08-13 2021-06-30 13F MEDTRONIC SHS G5960L103 2,963,137 75,995 2.63 367,823 7.85 0.5505
2021-05-14 2021-03-31 13F MEDTRONIC SHS G5960L103 2,887,142 136,818 4.97 341,065 5.86 0.5622
2021-02-12 2020-12-31 13F MEDTRONIC SHS G5960L103 2,750,324 184,674 7.20 322,179 20.84 0.5748
2020-11-16 2020-09-30 13F MEDTRONIC SHS G5960L103 2,565,650 361,332 16.39 266,626 31.90 0.5485
2020-08-14 2020-06-30 13F MEDTRONIC SHS G5960L103 2,204,318 144,113 7.00 202,137 8.69 0.4648
2020-05-14 2020-03-31 13F MEDTRONIC SHS G5960L103 2,060,205 -57,642 -2.72 185,979 -22.53 0.5136
2020-02-13 2019-12-31 13F MEDTRONIC SHS G5960L103 2,117,847 601,368 39.66 240,077 45.80 0.5002
2019-11-19 2019-09-30 13F/A-1 MEDTRONIC SHS G5960L103 1,516,479 -50,310 -3.21 164,666 8.00 0.4201
2019-11-13 2019-09-30 13F MEDTRONIC SHS G5960L103 1,516,785 -50,004 164,699 92,322.0446
2019-08-14 2019-06-30 13F MEDTRONIC SHS G5960L103 1,566,789 120,792 8.35 152,475 15.97 0.3932
2019-05-14 2019-03-31 13F MEDTRONIC SHS G5960L103 1,445,997 314,856 27.84 131,480 27.94 0.3716
2019-02-13 2018-12-31 13F MEDTRONIC SHS G5960L103 1,131,141 -143,627 -11.27 102,765 -17.94 0.3323
2018-11-13 2018-09-30 13F MEDTRONIC SHS G5960L103 1,274,768 -9,628 -0.75 125,228 13.90 0.3588
2018-08-14 2018-06-30 13F MEDTRONIC SHS G5960L103 1,284,396 25,915 2.06 109,944 8.93 0.3374
2018-05-11 2018-03-31 13F MEDTRONIC SHS G5960L103 1,258,481 92,997 7.98 100,930 7.23 0.3185
2018-02-14 2017-12-31 13F MEDTRONIC SHS G5960L103 1,165,484 97,636 9.14 94,123 13.47 0.2984
2017-11-13 2017-09-30 13F MEDTRONIC SHS G5960L103 1,067,848 1,063,050 22,156.11 82,948 19,371.36 0.2879
2017-11-01 2017-06-30 13F/A-1 MEDTRONIC SHS G5960L103 4,798 -962,654 -99.50 426 -99.45 0.3832
2017-08-14 2017-06-30 13F MEDTRONIC SHS G5960L103 1,049,727 82,275 93,197
2017-05-10 2017-03-31 13F MEDTRONIC SHS G5960L103 967,452 240,283 33.04 77,885 51.10 0.3015
2017-02-16 2016-12-31 13F MEDTRONIC SHS G5960L103 727,169 94,709 14.97 51,545 -5.67 0.2188
2016-11-15 2016-09-30 13F MEDTRONIC SHS G5960L103 632,460 -93,658 -12.90 54,645 -12.10 0.2458
2016-08-17 2016-06-30 13F MEDTRONIC SHS G5960L103 726,118 726,118 0.00 62,166 0.2876
2016-05-16 2016-03-31 13F MEDTRONIC SHS G5960L103 0 -614,586 -100.00 0 -100.00
2016-03-21 2015-12-31 13F/A-2 MEDTRONIC SHS G5960L103 614,586 34,176 5.89 47,260 21.69 0.2461
2016-02-26 2015-12-31 13F/A-1 MEDTRONIC SHS G5960L103 611,449 -3,137 47,021 0.2459
2016-02-16 2015-12-31 13F MEDTRONIC SHS G5960L103 584,846 44,492
2015-11-16 2015-09-30 13F MEDTRONIC SHS G5960L103 580,410 24,084 4.33 38,835 -5.44 0.2182
2015-08-17 2015-06-30 13F/A-1 MEDTRONIC SHS G5960L103 556,326 -13,718 -2.41 41,067 -7.65 0.2123
2015-08-17 2015-06-30 13F MEDTRONIC SHS G5960L103 524,757 38,864
2015-05-14 2015-03-31 13F MEDTRONIC SHS G5960L103 570,044 208,296 57.58 44,471 70.27 0.2434
2015-02-13 2014-12-31 13F MEDTRONIC COM 585055106 361,748 49,822 15.97 26,118 35.17 0.1451
2014-11-13 2014-09-30 13F MEDTRONIC COM 585055106 311,926 865 0.28 19,323 -2.57 0.1696
2014-08-14 2014-06-30 13F MEDTRONIC COM 585055106 311,061 10,957 3.65 19,833 7.39 0.1781
2014-05-15 2014-03-31 13F MEDTRONIC COM 585055106 300,104 300,104 18,468 0.1767
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.