Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionStack Financial Management, Inc
Latest Disclosed Ownership174,706 shares
Latest Disclosed Value $ 15,138,275
Stack Financial Management, Inc reports 0.69% increase in ownership of MDT / Medtronic plc

On May 4, 2026 - Stack Financial Management, Inc filed a 13F-HR form disclosing ownership of 174,706 shares of Medtronic plc (US:MDT) valued at $15,138,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 173,509 shares of Medtronic plc. This represents a change in shares of 0.69% during the quarter. The current value of the position is $13,618,333 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 174,706 1,197 0.69 15,138 -9.17 1.1119
2026-02-03 2025-12-31 13F MEDTRONIC SHS G5960L103 173,509 -4,271 -2.40 16,667 -1.56 1.2710
2025-11-03 2025-09-30 13F MEDTRONIC SHS G5960L103 177,780 -273 -0.15 16,932 9.09 1.4051
2025-07-25 2025-06-30 13F MEDTRONIC SHS G5960L103 178,053 -2,987 -1.65 15,521 -4.60 1.3711
2025-05-02 2025-03-31 13F MEDTRONIC SHS G5960L103 181,040 -2,752 -1.50 16,268 10.81 1.3551
2025-02-04 2024-12-31 13F MEDTRONIC SHS G5960L103 183,792 -2,419 -1.30 14,681 -12.43 1.3424
2024-11-04 2024-09-30 13F MEDTRONIC SHS G5960L103 186,211 3,713 2.03 16,765 16.71 1.5050
2024-08-02 2024-06-30 13F MEDTRONIC SHS G5960L103 182,498 293 0.16 14,364 -9.54 1.3301
2024-05-02 2024-03-31 13F MEDTRONIC SHS G5960L103 182,205 -1,398 -0.76 15,879 4.99 1.4570
2024-02-02 2023-12-31 13F MEDTRONIC SHS G5960L103 183,603 -3,590 -1.92 15,125 3.12 1.7081
2023-11-03 2023-09-30 13F MEDTRONIC SHS G5960L103 187,193 76,129 68.55 14,668 49.92 1.7089
2023-08-02 2023-06-30 13F MEDTRONIC SHS G5960L103 111,064 2,051 1.88 9,785 11.33 1.0947
2023-05-02 2023-03-31 13F MEDTRONIC SHS G5960L103 109,013 2,618 2.46 8,789 6.28 1.0689
2023-02-02 2022-12-31 13F MEDTRONIC SHS G5960L103 106,395 1,585 1.51 8,269 -2.29 0.8318
2022-10-31 2022-09-30 13F MEDTRONIC SHS G5960L103 104,810 2,470 2.41 8,463 -7.86 0.8872
2022-08-04 2022-06-30 13F MEDTRONIC SHS G5960L103 102,340 915 0.90 9,185 -18.38 0.9138
2022-05-03 2022-03-31 13F MEDTRONIC SHS G5960L103 101,425 3,702 3.79 11,253 11.32 1.0275
2022-02-03 2021-12-31 13F MEDTRONIC SHS G5960L103 97,723 995 1.03 10,109 -16.63 0.8722
2021-11-01 2021-09-30 13F MEDTRONIC SHS G5960L103 96,728 -411 -0.42 12,125 0.56 1.1566
2021-07-26 2021-06-30 13F MEDTRONIC SHS G5960L103 97,139 2,571 2.72 12,058 7.94 1.0359
2021-04-09 2021-03-31 13F MEDTRONIC SHS G5960L103 94,568 -1,320 -1.38 11,171 -0.54 0.9435
2021-01-19 2020-12-31 13F MEDTRONIC SHS G5960L103 95,888 2,363 2.53 11,232 15.57 0.9899
2020-11-04 2020-09-30 13F MEDTRONIC SHS G5960L103 93,525 -777 -0.82 9,719 12.40 0.9762
2020-07-20 2020-06-30 13F MEDTRONIC SHS G5960L103 94,302 607 0.65 8,647 2.34 0.9847
2020-05-11 2020-03-31 13F MEDTRONIC SHS G5960L103 93,695 -3,137 -3.24 8,449 -23.09 1.3253
2020-01-24 2019-12-31 13F MEDTRONIC SHS G5960L103 96,832 200 0.21 10,986 4.67 1.1827
2019-10-28 2019-09-30 13F MEDTRONIC SHS G5960L103 96,632 1,200 1.26 10,496 12.93 1.2481
2019-07-30 2019-06-30 13F Medtronic SHS G5960L103 95,432 579 0.61 9,294 7.58 1.0431
2019-05-06 2019-03-31 13F Medtronic SHS G5960L103 94,853 1,187 1.27 8,639 1.40 1.0351
2019-02-05 2018-12-31 13F Medtronic SHS G5960L103 93,666 -71,370 -43.25 8,520 -47.52 1.0482
2018-11-05 2018-09-30 13F Medtronic SHS G5960L103 165,036 -2,978 -1.77 16,235 12.87 1.7651
2018-08-06 2018-06-30 13F Medtronic SHS G5960L103 168,014 -2,690 -1.58 14,384 5.04 1.6668
2018-04-25 2018-03-31 13F Medtronic SHS G5960L103 170,704 3,263 1.95 13,694 1.28 1.6175
2018-01-19 2017-12-31 13F Medtronic SHS G5960L103 167,441 -677 -0.40 13,521 3.41 1.3599
2017-10-26 2017-09-30 13F Medtronic SHS G5960L103 168,118 -629 -0.37 13,075 -12.69 1.4156
2017-07-25 2017-06-30 13F Medtronic SHS G5960L103 168,747 1,975 1.18 14,976 11.47 1.5574
2017-05-05 2017-03-31 13F Medtronic COM G5960L103 166,772 5,230 3.24 13,435 16.76 1.4228
2017-01-31 2016-12-31 13F Medtronic COM G5960L103 161,542 -1,295 -0.80 11,507 -18.21 1.2784
2016-10-26 2016-09-30 13F Medtronic SHS G5960L103 162,837 -295 -0.18 14,069 -0.61 1.6401
2016-08-08 2016-06-30 13F Medtronic SHS G5960L103 163,132 910 0.56 14,155 16.34 1.8001
2016-05-11 2016-03-31 13F Medtronic SHS G5960L103 162,222 -2,495 -1.51 12,167 -3.97 1.4769
2016-02-11 2015-12-31 13F Medtronic SHS G5960L103 164,717 -670 -0.41 12,670 14.44 1.6018
2015-11-12 2015-09-30 13F Medtronic SHS G5960L103 165,387 -4,180 -2.47 11,071 -11.89 1.5504
2015-08-07 2015-06-30 13F Medtronic COM G5960L103 169,567 3,254 1.96 12,565 -3.13 1.5270
2015-05-11 2015-03-31 13F Medtronic COM G5960L103 166,313 4,035 2.49 12,971 10.71 1.5624
2015-02-05 2014-12-31 13F Medtronic COM 585055106 162,278 1,200 0.74 11,716 17.41 1.3534
2014-11-10 2014-09-30 13F Medtronic COM 585055106 161,078 -4,080 -2.47 9,979 -5.23 1.2695
2014-08-11 2014-06-30 13F Medtronic COM 585055106 165,158 -420,181 -71.78 10,530 -70.77 1.2838
2014-05-09 2014-03-31 13F Medtronic COM 585055106 585,339 -9,674 -1.63 36,022 5.49 4.6198
2014-02-07 2013-12-31 13F Medtronic COM 585055106 595,013 -3,846 -0.64 34,148 7.08 4.5278
2013-11-08 2013-09-30 13F Medtronic COM 585055106 598,859 -10,226 -1.68 31,889 1.72 4.5881
2013-08-02 2013-06-30 13F Medtronic COM 585055106 609,085 609,085 31,350 4.4863
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.