Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership66,281 shares
Latest Disclosed Value $ 5,743,222
Linscomb & Williams, Inc. reports 22.18% decrease in ownership of MDT / Medtronic plc

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 66,281 shares of Medtronic plc (US:MDT) valued at $5,743,249 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 85,175 shares of Medtronic plc. This represents a change in shares of -22.18% during the quarter. The current value of the position is $5,166,604 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)
2026-05-11 2026-03-31 13F MEDTRONIC SHS G5960L103 66,281 -18,894 -22.18 5,743 -29.80 0.2556
2026-02-10 2025-12-31 13F MEDTRONIC SHS G5960L103 85,175 1,760 2.11 8,182 2.98 0.3435
2025-11-05 2025-09-30 13F MEDTRONIC SHS G5960L103 83,415 2,110 2.60 7,944 12.09 0.3422
2025-08-04 2025-06-30 13F MEDTRONIC SHS G5960L103 81,305 1,825 2.30 7,087 -0.77 0.3258
2025-05-12 2025-03-31 13F MEDTRONIC SHS G5960L103 79,480 12,385 18.46 7,142 33.27 0.3557
2025-02-05 2024-12-31 13F MEDTRONIC SHS G5960L103 67,095 1,266 1.92 5,360 -9.57 0.2668
2024-11-06 2024-09-30 13F MEDTRONIC SHS G5960L103 65,829 99 0.15 5,927 14.56 0.2938
2024-08-07 2024-06-30 13F MEDTRONIC SHS G5960L103 65,730 110 0.17 5,174 -9.53 0.2677
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 65,620 1,242 1.93 5,719 7.83 0.2942
2024-02-06 2023-12-31 13F MEDTRONIC SHS G5960L103 64,378 -1,597 -2.42 5,303 2.59 0.2919
2023-10-10 2023-09-30 13F MEDTRONIC SHS G5960L103 65,975 -3,939 -5.63 5,170 -16.07 0.3024
2023-08-09 2023-06-30 13F MEDTRONIC SHS G5960L103 69,914 -2,487 -3.44 6,159 5.53 0.3324
2023-05-11 2023-03-31 13F MEDTRONIC SHS G5960L103 72,401 2,361 3.37 5,837 7.22 0.3061
2023-02-14 2022-12-31 13F MEDTRONIC SHS G5960L103 70,040 -319 -0.45 5,444 -4.19 0.2763
2022-11-09 2022-09-30 13F MEDTRONIC SHS G5960L103 70,359 1,024 1.48 5,681 -8.71 0.3449
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 69,335 3,120 4.71 6,223 -15.29 0.3567
2022-05-17 2022-03-31 13F MEDTRONIC SHS G5960L103 66,215 5,737 9.49 7,346 17.42 0.3509
2022-02-10 2021-12-31 13F MEDTRONIC COM G5960L103 60,478 1,964 3.36 6,256 -14.71 0.2986
2021-11-03 2021-09-30 13F MEDTRONIC COM G5960L103 58,514 1,014 1.76 7,335 2.77 0.3780
2021-08-10 2021-06-30 13F MEDTRONIC COM G5960L103 57,500 2,437 4.43 7,137 9.72 0.3654
2021-05-12 2021-03-31 13F MEDTRONIC SHS G5960L103 55,063 1,667 3.12 6,505 4.00 0.3537
2021-02-11 2020-12-31 13F MEDTRONIC COM G5960L103 53,396 1,474 2.84 6,255 15.92 0.3737
2020-11-13 2020-09-30 13F MEDTRONIC COM G5960L103 51,922 1,428 2.83 5,396 16.54 0.3717
2020-08-11 2020-06-30 13F MEDTRONIC COM G5960L103 50,494 10,055 24.86 4,630 26.95 0.3387
2020-05-11 2020-03-31 13F MEDTRONIC COM G5960L103 40,439 3,934 10.78 3,647 -11.93 0.3223
2020-02-13 2019-12-31 13F MEDTRONIC COM G5960L103 36,505 859 2.41 4,141 6.95 0.2701
2019-11-08 2019-09-30 13F MEDTRONIC COM G5960L103 35,646 2,628 7.96 3,872 20.40 0.3113
2019-08-06 2019-06-30 13F MEDTRONIC COM G5960L103 33,018 933 2.91 3,216 10.06 0.2639
2019-05-09 2019-03-31 13F MEDTRONIC COM G5960L103 32,085 591 1.88 2,922 1.99 0.2460
2019-02-08 2018-12-31 13F MEDTRONIC COM G5960L103 31,494 1,503 5.01 2,865 -2.88 0.2709
2018-11-08 2018-09-30 13F MEDTRONIC COM G5960L103 29,991 1,163 4.03 2,950 19.53 0.2422
2018-08-07 2018-06-30 13F MEDTRONIC COM G5960L103 28,828 3,049 11.83 2,468 19.34 0.2098
2018-05-04 2018-03-31 13F MEDTRONIC COM G5960L103 25,779 1,682 6.98 2,068 6.27 0.1759
2018-02-02 2017-12-31 13F MEDTRONIC COM G5960L103 24,097 17,448 262.42 1,946 276.40 0.1599
2017-10-27 2017-09-30 13F MEDTRONIC COM G5960L103 6,649 -119 -1.76 517 -13.98 0.0444
2017-08-15 2017-06-30 13F MEDTRONIC COM G5960L103 6,768 -216 -3.09 601 6.75 0.0538
2017-04-28 2017-03-31 13F MEDTRONIC COM G5960L103 6,984 -590 -7.79 563 4.45 0.0510
2017-02-07 2016-12-31 13F MEDTRONIC COM G5960L103 7,574 -1,572 -17.19 539 -31.77 0.0501
2016-11-10 2016-09-30 13F MEDTRONIC COM G5960L103 9,146 371 4.23 790 3.81 0.0768
2016-08-05 2016-06-30 13F MEDTRONIC COM G5960L103 8,775 471 5.67 761 22.15 0.0767
2016-05-04 2016-03-31 13F MEDTRONIC COM G5960L103 8,304 -272 -3.17 623 -5.61 0.0675
2016-01-29 2015-12-31 13F MEDTRONIC COM G5960L103 8,576 -637 -6.91 660 6.97 0.0747
2015-11-09 2015-09-30 13F MEDTRONIC COM G5960L103 9,213 -1,000 -9.79 617 -18.49 0.0725
2015-08-05 2015-06-30 13F MEDTRONIC COM G5960L103 10,213 540 5.58 757 0.40 0.0826
2015-05-06 2015-03-31 13F MEDTRONIC COM 585055106 9,673 9,673 0.00 754 0.0809
2015-02-04 2014-12-31 13F MEDTRONIC COM 585055106 0 -4,910 -100.00 0 -100.00
2014-11-05 2014-09-30 13F MEDTRONIC COM 585055106 4,910 88 1.82 304 -0.98 0.0335
2014-08-05 2014-06-30 13F MEDTRONIC COM 585055106 4,822 -242 -4.78 307 -1.60 0.0324
2014-05-09 2014-03-31 13F MEDTRONIC COM 585055106 5,064 5,064 15.25 312 33.33 0.0344
2014-02-05 2013-12-31 13F Medtronic COM 585055106 0 -4,394 -100.00 0 -100.00
2013-11-01 2013-09-30 13F Medtronic COM 585055106 4,394 0 0.00 234 3.54 0.0307
2013-08-01 2013-06-30 13F Medtronic COM 585055106 4,394 4,394 226 0.0309
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.