Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership560,406 shares
Latest Disclosed Value $ 53,832,648
CIBC Private Wealth Group, LLC reports 1.64% increase in ownership of MDT / Medtronic plc

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 560,406 shares of Medtronic plc (US:MDT) valued at $53,832,600 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 551,349 shares of Medtronic plc. This represents a change in shares of 1.64% during the quarter. The current value of the position is $45,768,358 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)
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 560,406 9,057 1.64 53,833 2.52 0.0910
2025-11-24 2025-09-30 13F MEDTRONIC SHS G5960L103 551,349 27,477 5.24 52,510 14.99 0.0899
2025-08-12 2025-06-30 13F MEDTRONIC SHS G5960L103 523,872 31,356 6.37 45,666 13.24 0.0816
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 492,516 5,331 1.09 40,327 0.12 0.0852
2025-02-12 2024-12-31 13F Medtronic SHS G5960L103 487,185 38,348 8.54 40,280 -0.32 0.0730
2024-11-13 2024-09-30 13F Medtronic SHS G5960L103 448,837 -2,407 -0.53 40,409 16.54 0.0724
2024-08-09 2024-06-30 13F Medtronic SHS G5960L103 451,244 3,776 0.84 34,674 -10.95 0.0650
2024-05-10 2024-03-31 13F Medtronic SHS G5960L103 447,468 72,838 19.44 38,939 26.17 0.0763
2024-02-13 2023-12-31 13F MEDTRONIC PLC SHS COM G5960L103 374,630 -122,634 -24.66 30,862 -20.80 0.0654
2023-11-13 2023-09-30 13F MEDTRONIC PLC SHS COM G5960L103 497,264 -8,621 -1.70 38,966 -12.57 0.0922
2023-11-21 2023-06-30 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 505,885 66,648 15.17 44,568 21.47 0.0974
2023-08-10 2023-06-30 13F MEDTRONIC PLC SHS COM G5960L103 505,885 66,648 44,568 0.0975
2023-11-21 2023-03-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 439,237 114,102 35.09 36,691 62.85 0.0812
2023-05-12 2023-03-31 13F MEDTRONIC PLC SHS COM G5960L103 439,237 114,102 36,691 0.0797
2023-06-01 2022-12-31 13F/A-2 MEDTRONIC PLC SHS COM G5960L103 325,135 -711,526 -68.64 22,531 -73.09 0.0757
2023-02-14 2022-12-31 13F/A-1 MEDTRONIC PLC SHS COM G5960L103 325,135 -711,526 25,269 0.0529
2023-02-13 2022-12-31 13F MEDTRONIC PLC SHS COM G5960L103 325,135 -711,526 25,269 0.0000
2022-11-15 2022-09-30 13F MEDTRONIC PLC SHS COM G5960L103 1,036,661 7,975 0.78 83,712 -9.33 0.2255
2022-08-03 2022-06-30 13F MEDTRONIC SHS G5960L103 1,028,686 -1,977,426 -65.78 92,324 -72.32 0.2398
2022-05-16 2022-03-31 13F MEDTRONIC SHS G5960L103 3,006,112 635,917 26.83 333,528 36.02 0.7280
2022-04-04 2021-12-31 13F/A-1 MEDTRONIC SHS G5960L103 2,370,195 12,445 0.53 245,197 -17.04 0.5085
2022-02-08 2021-12-31 13F MEDTRONIC SHS G5960L103 2,370,195 12,445 245,197 0.5085
2021-11-12 2021-09-30 13F MEDTRONIC SHS G5960L103 2,357,750 9,746 0.42 295,543 1.40 0.6876
2021-08-16 2021-06-30 13F MEDTRONIC SHS G5960L103 2,348,004 -1,639 -0.07 291,456 5.01 0.6695
2021-05-12 2021-03-31 13F MEDTRONIC SHS G5960L103 2,349,643 43,617 1.89 277,563 2.75 0.6989
2021-02-12 2020-12-31 13F MEDTRONIC SHS G5960L103 2,306,026 26,147 1.15 270,128 14.07 0.7141
2020-11-03 2020-09-30 13F/A-1 MEDTRONIC SHS G5960L103 2,279,879 323,952 16.56 236,805 32.03 0.7254
2020-10-29 2020-09-30 13F MEDTRONIC COMMON STOCK, R G5960L103 4,864 -1,951,063 506 22,239.3241
2020-08-13 2020-06-30 13F MEDTRONIC PLC SHS Com G5960L103 1,955,927 -648,052 -24.89 179,359 -23.62 0.8716
2020-05-15 2020-03-31 13F MEDTRONIC SHS G5960L103 2,603,979 -13,642 -0.52 234,828 -20.92 1.0071
2020-01-30 2019-12-31 13F MEDTRONIC SHS G5960L103 2,617,621 19,567 0.75 296,968 5.23 0.9686
2019-10-16 2019-09-30 13F MEDTRONIC SHS G5960L103 2,598,054 1,043 0.04 282,202 11.58 0.9926
2019-07-31 2019-06-30 13F MEDTRONIC SHS G5960L103 2,597,011 96,542 3.86 252,923 11.06 0.8875
2019-05-10 2019-03-31 13F MEDTRONIC SHS G5960L103 2,500,469 -20,587 -0.82 227,744 -0.69 0.8786
2019-02-05 2018-12-31 13F MEDTRONIC SHS G5960L103 2,521,056 34,275 1.38 229,316 -6.26 1.0224
2018-11-14 2018-09-30 13F MEDTRONIC SHS G5960L103 2,486,781 372,508 17.62 244,625 35.15 0.9274
2018-08-02 2018-06-30 13F MEDTRONIC SHS G5960L103 2,114,273 349,805 19.82 181,002 27.88 0.7381
2018-05-17 2018-03-31 13F MEDTRONIC SHS G5960L103 1,764,468 -6,232 -0.35 141,546 -1.01 0.6152
2018-02-12 2017-12-31 13F MEDTRONIC SHS G5960L103 1,770,700 -44,179 -2.43 142,983 1.30 0.6064
2017-12-21 2017-09-30 13F/A-1 MEDTRONIC PLC SHS SHS G5960L103 1,814,879 22,992 1.28 141,142 -11.25 0.6433
2017-11-14 2017-09-30 13F MEDTRONIC PLC SHS COM G5960L103 1,814,879 22,992 141,142
2017-08-09 2017-06-30 13F MEDTRONIC PLC SHS Com G5960L103 1,791,887 -6,421 -0.36 159,031 9.77 0.9985
2017-05-10 2017-03-31 13F MEDTRONIC PLC SHS Com G5960L103 1,798,308 1,795 0.10 144,870 13.21 0.9101
2017-02-13 2016-12-31 13F MEDTRONIC PLC SHS Com G5960L103 1,796,513 -417,446 -18.86 127,966 -33.10 0.8461
2016-11-09 2016-09-30 13F MEDTRONIC PLC SHS Com G5960L103 2,213,959 55,402 2.57 191,286 2.13 1.3267
2016-08-11 2016-06-30 13F MEDTRONIC PLC SHS Com G5960L103 2,158,557 24,110 1.13 187,299 17.00 1.3673
2016-05-11 2016-03-31 13F MEDTRONIC PLC SHS Com G5960L103 2,134,447 109,653 5.42 160,084 2.79 1.2370
2016-02-10 2015-12-31 13F MEDTRONIC PLC SHS Com G5960L103 2,024,794 34,444 1.73 155,746 16.90 1.2187
2015-11-12 2015-09-30 13F MEDTRONIC PLC SHS Com G5960L103 1,990,350 -2,284 -0.11 133,235 -9.77 1.0962
2015-08-13 2015-06-30 13F MEDTRONIC PLC SHS Com G5960L103 1,992,634 25,657 1.30 147,654 -3.75 1.0746
2015-05-11 2015-03-31 13F MEDTRONIC PLC SHS Com G5960L103 1,966,977 1,399,595 246.68 153,405 274.48 1.1333
2015-02-12 2014-12-31 13F MEDTRONIC INC COM Com 585055106 567,382 16,027 2.91 40,965 19.94 0.3135
2014-11-12 2014-09-30 13F MEDTRONIC INC COM Com 585055106 551,355 38,834 7.58 34,156 4.52 0.2686
2014-08-13 2014-06-30 13F MEDTRONIC INC COM Com 585055106 512,521 438,466 592.08 32,678 613.34 0.2652
2014-05-14 2014-03-31 13F MEDTRONIC INC COM COM 585055106 74,055 74,055 4,581 0.0389
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.