Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership7,516,150 shares
Latest Disclosed Value $ 651,229,715
Dimensional Fund Advisors Lp reports 1.53% increase in ownership of MDT / Medtronic plc

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 7,516,150 shares of Medtronic plc (US:MDT) valued at $651,274,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,403,174 shares of Medtronic plc. This represents a change in shares of 1.53% during the quarter. The current value of the position is $613,843,970 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)
2026-05-07 2026-03-31 13F MEDTRONIC SHS G5960L103 7,516,150 112,976 1.53 651,230 -8.43 0.1353
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 7,403,174 23,293 0.32 711,184 1.20 0.1492
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 7,379,881 154,209 2.13 702,748 11.58 0.1508
2025-08-12 2025-06-30 13F MEDTRONIC SHS G5960L103 7,225,672 16,377 0.23 629,818 -2.75 0.1458
2025-05-13 2025-03-31 13F MEDTRONIC SHS G5960L103 7,209,295 15,518 0.22 647,659 12.71 0.1610
2025-02-13 2024-12-31 13F MEDTRONIC SHS G5960L103 7,193,777 145,531 2.06 574,631 -9.44 0.1380
2024-11-07 2024-09-30 13F MEDTRONIC SHS G5960L103 7,048,246 -72,308 -1.02 634,515 13.21 0.1539
2024-08-09 2024-06-30 13F MEDTRONIC SHS G5960L103 7,120,554 515,751 7.81 560,494 -2.63 0.1464
2024-05-10 2024-03-31 13F MEDTRONIC SHS G5960L103 6,604,803 57,435 0.88 575,609 6.72 0.1558
2024-02-07 2023-12-31 13F MEDTRONIC SHS G5960L103 6,547,368 149,101 2.33 539,387 7.58 0.1575
2023-11-09 2023-09-30 13F MEDTRONIC SHS G5960L103 6,398,267 111,217 1.77 501,390 -9.47 0.1644
2023-08-09 2023-06-30 13F MEDTRONIC SHS G5960L103 6,287,050 64,682 1.04 553,847 10.42 0.1765
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 6,222,368 93,064 1.52 501,601 105,278.15 0.1690
2023-02-09 2022-12-31 13F MEDTRONIC SHS G5960L103 6,129,304 284,201 4.86 476 -99.90 0.1407
2022-11-10 2022-09-30 13F MEDTRONIC SHS G5960L103 5,845,103 47,283 0.82 472,049 -9.28 0.1812
2022-08-12 2022-06-30 13F MEDTRONIC SHS G5960L103 5,797,820 -11,348 -0.20 520,346 -19.27 0.1867
2022-05-13 2022-03-31 13F MEDTRONIC CLA G5960L103 5,809,168 96,490 1.69 644,548 9.06 0.1986
2022-02-09 2021-12-31 13F MEDTRONIC CLA G5960L103 5,712,678 78,565 1.39 591,003 -16.32 0.1787
2021-11-12 2021-09-30 13F MEDTRONIC CLA G5960L103 5,634,113 -582,198 -9.37 706,290 -8.47 0.2275
2021-08-12 2021-06-30 13F MEDTRONIC CLA G5960L103 6,216,311 -572,807 -8.44 771,639 -3.79 0.2443
2021-05-14 2021-03-31 13F MEDTRONIC CLA G5960L103 6,789,118 -57,443 -0.84 802,030 0.01 0.2653
2021-03-08 2020-12-31 13F/A-2 MEDTRONIC CLA G5960L103 6,846,561 48,775 0.72 801,948 13.53 0.2896
2021-02-11 2020-12-31 13F MEDTRONIC CLA G5960L103 6,846,561 48,775 801,948 289,620.9917
2020-11-12 2020-09-30 13F MEDTRONIC CLA G5960L103 6,797,786 -587,229 -7.95 706,352 4.31 0.2995
2020-08-13 2020-06-30 13F MEDTRONIC CLA G5960L103 7,385,015 -23,313 -0.31 677,134 1.35 0.2976
2020-05-14 2020-03-31 13F MEDTRONIC CLA G5960L103 7,408,328 -573,088 -7.18 668,147 -26.21 0.3481
2020-02-14 2019-12-31 13F MEDTRONIC CLA G5960L103 7,981,416 -668,741 -7.73 905,474 -3.63 0.3300
2019-11-12 2019-09-30 13F MEDTRONIC CLA G5960L103 8,650,157 -91,363 -1.05 939,543 10.36 0.3651
2019-08-13 2019-06-30 13F MEDTRONIC CLA G5960L103 8,741,520 13,741 0.16 851,352 7.11 0.3306
2019-08-12 2019-03-31 13F/A-2 MEDTRONIC CLA G5960L103 8,727,779 4,938 0.06 794,874 0.19 0.3166
2019-05-10 2019-03-31 13F MEDTRONIC CLA G5960L103 8,727,779 4,938 794,874
2019-02-26 2018-12-31 13F/A-1 MEDTRONIC CLA G5960L103 8,722,841 36,508 0.42 793,353 -7.15 0.3594
2019-02-13 2018-12-31 13F MEDTRONIC CLA G5960L103 8,722,841 36,508 793,353
2018-11-13 2018-09-30 13F MEDTRONIC CLA G5960L103 8,686,333 -198,068 -2.23 854,427 12.33 0.3252
2018-08-10 2018-06-30 13F MEDTRONIC CLA G5960L103 8,884,401 394,973 4.65 760,649 11.69 0.3032
2018-05-11 2018-03-31 13F MEDTRONIC CLA G5960L103 8,489,428 -121,490 -1.41 681,022 -2.06 0.2838
2018-02-12 2017-12-31 13F MEDTRONIC CLA G5960L103 8,610,918 -133,222 -1.52 695,377 2.26 0.2883
2017-11-13 2017-09-30 13F MEDTRONIC CLA G5960L103 8,744,140 132,553 1.54 680,028 -11.02 0.2972
2017-08-11 2017-06-30 13F MEDTRONIC CLA G5960L103 8,611,587 378,004 4.59 764,288 15.22 0.3529
2017-05-12 2017-03-31 13F MEDTRONIC CLA G5960L103 8,233,583 267,011 3.35 663,313 16.89 0.3170
2017-02-09 2016-12-31 13F MEDTRONIC CLA G5960L103 7,966,572 329,887 4.32 567,484 -13.99 0.2834
2016-11-10 2016-09-30 13F MEDTRONIC CLA G5960L103 7,636,685 1,325,478 21.00 659,766 20.49 0.3566
2016-08-09 2016-06-30 13F MEDTRONIC CLA G5960L103 6,311,207 1,318,850 26.42 547,586 46.24 0.3151
2016-05-13 2016-03-31 13F MEDTRONIC CLA G5960L103 4,992,357 644,670 14.83 374,441 11.96 0.2241
2016-02-10 2015-12-31 13F MEDTRONIC CLA G5960L103 4,347,687 1,680,556 63.01 334,447 87.32 0.2085
2015-11-13 2015-09-30 13F MEDTRONIC CLA G5960L103 2,667,131 620,407 30.31 178,544 17.73 0.1172
2015-08-14 2015-06-30 13F MEDTRONIC CLA G5960L103 2,046,724 -13,473 -0.65 151,658 -5.61 0.0929
2015-05-14 2015-03-31 13F MEDTRONIC CLA G5960L103 2,060,197 551,558 36.56 160,673 47.49 0.1015
2015-02-06 2014-12-31 13F MEDTRONIC COM 585055106 1,508,639 191,880 14.57 108,938 33.53 0.0715
2014-11-13 2014-09-30 13F MEDTRONIC COM 585055106 1,316,759 19,308 1.49 81,583 -1.39 0.0578
2014-08-08 2014-06-30 13F MEDTRONIC COM 585055106 1,297,451 -4,188 -0.32 82,731 3.33 0.0575
2014-05-14 2014-03-31 13F MEDTRONIC COM 585055106 1,301,639 62,018 5.00 80,062 12.54 0.0598
2014-02-12 2013-12-31 13F MEDTRONIC COM 585055106 1,239,621 -1,314 -0.11 71,141 7.68 0.0554
2013-11-13 2013-09-30 13F MEDTRONIC COM 585055106 1,240,935 51,794 4.36 66,070 7.93 0.0572
2013-08-15 2013-06-30 13F MEDTRONIC COM 585055106 1,189,141 1,189,141 61,214 0.0576
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.