Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionAviva Plc
Latest Disclosed Ownership1,081,074 shares
Latest Disclosed Value $ 93,675,062
Aviva Plc reports 2.93% increase in ownership of MDT / Medtronic plc

On May 14, 2026 - Aviva Plc filed a 13F-HR form disclosing ownership of 1,081,074 shares of Medtronic plc (CH:MDT) valued at $93,675,062 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,050,282 shares of Medtronic plc. This represents a change in shares of 2.93% during the quarter.

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)
2026-05-14 2026-03-31 13F MEDTRONIC SHS G5960L103 1,081,074 30,792 2.93 93,675 -7.15 0.1572
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 1,050,282 58,755 5.93 100,890 6.84 0.1701
2025-11-13 2025-09-30 13F MEDTRONIC SHS G5960L103 991,527 33,738 3.52 94,433 13.11 0.1716
2025-08-07 2025-06-30 13F MEDTRONIC SHS G5960L103 957,789 464,364 94.11 83,490 88.30 0.1724
2025-05-15 2025-03-31 13F MEDTRONIC SHS G5960L103 493,425 66,923 15.69 44,339 30.15 0.1070
2025-02-13 2024-12-31 13F MEDTRONIC SHS G5960L103 426,502 -30,243 -6.62 34,069 -17.15 0.0885
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 456,745 -67,665 -12.90 41,121 -0.38 0.1065
2024-08-02 2024-06-30 13F MEDTRONIC SHS G5960L103 524,410 44,499 9.27 41,276 -1.31 0.1144
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 479,911 67,113 16.26 41,824 22.99 0.1377
2024-02-09 2023-12-31 13F MEDTRONIC SHS G5960L103 412,798 9,684 2.40 34,006 7.65 0.1219
2023-11-13 2023-09-30 13F MEDTRONIC SHS G5960L103 403,114 -30,039 -6.93 31,588 -17.22 0.1328
2023-08-10 2023-06-30 13F MEDTRONIC SHS G5960L103 433,153 225,314 108.41 38,161 127.75 0.1554
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 207,839 -91,600 -30.59 16,756 -28.00 0.0759
2023-02-14 2022-12-31 13F/A-2 MEDTRONIC SHS G5960L103 299,439 -210,926 -41.33 23,272 -43.53 0.1145
2023-02-10 2022-12-31 13F/A-1 MEDTRONIC SHS G5960L103 299,439 -210,926 8,929 0.0426
2023-02-09 2022-12-31 13F MEDTRONIC SHS G5960L103 299,439 -210,926 23 0.1118
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 510,365 -58,088 -10.22 41,212 -19.22 0.2375
2022-08-04 2022-06-30 13F MEDTRONIC SHS G5960L103 568,453 -272,266 -32.38 51,019 -45.30 0.2715
2022-05-13 2022-03-31 13F MEDTRONIC SHS G5960L103 840,719 -424,145 -33.53 93,278 -28.71 0.4664
2022-02-10 2021-12-31 13F MEDTRONIC SHS G5960L103 1,264,864 -212,773 -14.40 130,850 -29.35 0.5486
2021-11-12 2021-09-30 13F MEDTRONIC SHS G5960L103 1,477,637 -34,004 -2.25 185,221 -1.29 0.8262
2021-08-10 2021-06-30 13F MEDTRONIC SHS G5960L103 1,511,641 -42,248 -2.72 187,640 2.22 0.8231
2021-05-13 2021-03-31 13F MEDTRONIC SHS G5960L103 1,553,889 94,087 6.45 183,561 7.34 0.8966
2021-02-10 2020-12-31 13F MEDTRONIC SHS G5960L103 1,459,802 4,055 0.28 171,001 13.04 0.8894
2020-11-12 2020-09-30 13F MEDTRONIC SHS G5960L103 1,455,747 7,146 0.49 151,281 13.89 0.8923
2020-08-13 2020-06-30 13F/A-1 MEDTRONIC SHS G5960L103 1,448,601 133,663 10.16 132,836 12.02 0.8281
2020-08-13 2020-06-30 13F MEDTRONIC SHS G5960L103 1,448,601 133,663 132,836 402,151.5453
2020-05-14 2020-03-31 13F MEDTRONIC SHS G5960L103 1,314,938 45,669 3.60 118,581 -17.65 0.8687
2020-02-10 2019-12-31 13F MEDTRONIC SHS G5960L103 1,269,269 256,249 25.30 143,999 30.87 0.8721
2019-11-12 2019-09-30 13F MEDTRONIC SHS G5960L103 1,013,020 92,679 10.07 110,034 22.76 0.7457
2019-07-30 2019-06-30 13F MEDTRONIC SHS G5960L103 920,341 119,018 14.85 89,632 22.81 0.6157
2019-05-14 2019-03-31 13F MEDTRONIC SHS G5960L103 801,323 68,199 9.30 72,985 9.45 0.4896
2019-02-12 2018-12-31 13F MEDTRONIC SHS G5960L103 733,124 -140,662 -16.10 66,685 -22.42 0.4973
2018-11-13 2018-09-30 13F MEDTRONIC SHS G5960L103 873,786 -31,095 -3.44 85,955 10.96 0.4713
2018-08-01 2018-06-30 13F MEDTRONIC SHS G5960L103 904,881 63,231 7.51 77,467 14.74 0.4572
2018-05-14 2018-03-31 13F MEDTRONIC SHS G5960L103 841,650 -66,301 -7.30 67,518 -7.91 0.4128
2018-02-13 2017-12-31 13F MEDTRONIC SHS G5960L103 907,951 -111,144 -10.91 73,317 -7.47 0.4151
2017-11-13 2017-09-30 13F MEDTRONIC SHS G5960L103 1,019,095 24,895 2.50 79,235 -10.20 0.4264
2017-08-07 2017-06-30 13F MEDTRONIC SHS G5960L103 994,200 8,230 0.83 88,235 11.07 0.4932
2017-05-15 2017-03-31 13F MEDTRONIC SHS G5960L103 985,970 -5,697 -0.57 79,440 12.42 0.4547
2017-02-13 2016-12-31 13F MEDTRONIC SHS G5960L103 991,667 47,401 5.02 70,666 -13.40 0.4221
2016-11-14 2016-09-30 13F MEDTRONIC SHS G5960L103 944,266 20,942 2.27 81,604 1.84 0.5092
2016-08-05 2016-06-30 13F MEDTRONIC SHS G5960L103 923,324 122,026 15.23 80,126 33.33 0.5490
2016-05-12 2016-03-31 13F MEDTRONIC SHS G5960L103 801,298 11,785 1.49 60,097 -1.04 0.4466
2016-02-11 2015-12-31 13F MEDTRONIC SHS G5960L103 789,513 1,276 0.16 60,729 15.09 0.4605
2015-11-12 2015-09-30 13F MEDTRONIC SHS G5960L103 788,237 -80,231 -9.24 52,765 -18.01 0.4372
2015-08-06 2015-06-30 13F MEDTRONIC SHS G5960L103 868,468 -14,212 -1.61 64,354 -6.52 0.4553
2015-05-14 2015-03-31 13F MEDTRONIC SHS G5960L103 882,680 882,680 0.00 68,840 0.4717
2015-02-05 2014-12-31 13F/A-1 MEDTRONIC COM 585055106 0 -511,025 -100.00 0 -100.00
2014-11-13 2014-09-30 13F MEDTRONIC COM 585055106 511,025 -8,688 -1.67 31,658 -4.46 0.2506
2014-08-13 2014-06-30 13F MEDTRONIC COM 585055106 519,713 9,190 1.80 33,137 5.47 0.2533
2014-05-14 2014-03-31 13F MEDTRONIC COM 585055106 510,523 -43,399 -7.83 31,418 -1.17 0.2546
2014-02-13 2013-12-31 13F MEDTRONIC COM 585055106 553,922 6,450 1.18 31,790 9.05 0.2657
2013-11-13 2013-09-30 13F MEDTRONIC COM 585055106 547,472 52,664 10.64 29,153 14.47 0.2557
2013-08-01 2013-06-30 13F MEDTRONIC COM 585055106 494,808 494,808 25,467 0.2574
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.