Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership53,937 shares
Latest Disclosed Value $ 4,673,663
Level Four Advisory Services, Llc reports 21.76% increase in ownership of MDT / Medtronic plc

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 53,937 shares of Medtronic plc (CH:MDT) valued at $4,673,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,299 shares of Medtronic plc. This represents a change in shares of 21.76% 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 53,937 9,638 21.76 4,674 9.82 0.1534
2026-02-13 2025-12-31 13F MEDTRONIC SHS G5960L103 44,299 437 1.00 4,255 1.87 0.1392
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 43,862 1,336 3.14 4,177 12.68 0.1430
2025-08-13 2025-06-30 13F MEDTRONIC SHS G5960L103 42,526 1,074 2.59 3,707 -0.46 0.1366
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 41,452 470 1.15 3,725 13.78 0.1532
2025-02-12 2024-12-31 13F MEDTRONIC SHS G5960L103 40,982 325 0.80 3,274 -9.79 0.1338
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 40,657 -57,367 -58.52 3,629 -52.97 0.1528
2024-08-09 2024-06-30 13F MEDTRONIC SHS G5960L103 98,024 39,869 68.56 7,716 61.06 0.3478
2024-05-13 2024-03-31 13F MEDTRONIC SHS G5960L103 58,155 1,043 1.83 4,791 1.83 0.2632
2024-02-08 2023-12-31 13F MEDTRONIC SHS G5960L103 57,112 -2,478 -4.16 4,705 0.75 0.2639
2023-11-13 2023-09-30 13F MEDTRONIC SHS G5960L103 59,590 9,774 19.62 4,669 6.40 0.3010
2023-07-10 2023-06-30 13F MEDTRONIC SHS G5960L103 49,816 5,857 13.32 4,389 23.85 0.2637
2023-06-05 2023-03-31 13F MEDTRONIC SHS G5960L103 43,959 7,198 19.58 3,544 24.01 0.2325
2023-02-13 2022-12-31 13F MEDTRONIC SHS G5960L103 36,761 6,809 22.73 2,857 18.11 0.2121
2022-11-07 2022-09-30 13F MEDTRONIC SHS G5960L103 29,952 -1,922 -6.03 2,419 -15.45 0.2351
2022-08-08 2022-06-30 13F MEDTRONIC SHS G5960L103 31,874 3,067 10.65 2,861 -10.48 0.2699
2022-05-10 2022-03-31 13F MEDTRONIC SHS G5960L103 28,807 6,153 27.16 3,196 36.35 0.2504
2022-02-11 2021-12-31 13F MEDTRONIC SHS G5960L103 22,654 5,761 34.10 2,344 10.72 0.1787
2021-10-12 2021-09-30 13F MEDTRONIC SHS G5960L103 16,893 -2,161 -11.34 2,117 -10.49 0.2202
2021-08-09 2021-06-30 13F MEDTRONIC SHS G5960L103 19,054 -397 -2.04 2,365 2.92 0.1635
2021-05-10 2021-03-31 13F MEDTRONIC SHS G5960L103 19,451 5 0.03 2,298 0.88 0.1785
2021-02-10 2020-12-31 13F MEDTRONIC SHS G5960L103 19,446 -792 -3.91 2,278 8.32 0.1828
2020-11-02 2020-09-30 13F MEDTRONIC SHS G5960L103 20,238 -23,372 -53.59 2,103 -47.35 0.1620
2020-08-17 2020-06-30 13F/A-1 MEDTRONIC SHS G5960L103 43,610 23,484 116.68 3,994 120.18 0.3090
2020-05-13 2020-03-31 13F MEDTRONIC SHS G5960L103 20,126 475 2.42 1,814 -70.05 0.2176
2020-02-13 2019-12-31 13F MEDTRONIC SHS G5960L103 19,651 2,363 13.67 6,057 222.52 0.2398
2019-11-12 2019-09-30 13F MEDTRONIC SHS G5960L103 17,288 -592 -3.31 1,878 7.68 0.1943
2019-08-14 2019-06-30 13F MEDTRONIC SHS G5960L103 17,880 704 4.10 1,744 11.44 0.1761
2019-05-15 2019-03-31 13F MEDTRONIC SHS G5960L103 17,176 -3,275 -16.01 1,565 -15.86 0.1724
2019-02-07 2018-12-31 13F MEDTRONIC SHS G5960L103 20,451 -916 -4.29 1,860 -11.51 0.2319
2018-11-14 2018-09-30 13F MEDTRONIC SHS G5960L103 21,367 -597 -2.72 2,102 11.75 0.2272
2018-08-14 2018-06-30 13F MEDTRONIC SHS G5960L103 21,964 6,046 37.98 1,881 47.30 0.1370
2018-05-14 2018-03-31 13F MEDTRONIC SHS G5960L103 15,918 2,335 17.19 1,277 16.41 0.0990
2018-02-13 2017-12-31 13F MEDTRONIC SHS G5960L103 13,583 865 6.80 1,097 10.92 0.0853
2018-04-03 2017-09-30 13F/A-1 MEDTRONIC SHS G5960L103 12,718 -25 -0.20 989 -3.23 0.0877
2017-11-15 2017-09-30 13F MEDTRONIC SHS G5960L103 3,903 -8,840 304
2017-09-20 2017-06-30 13F/A-1 MEDTRONIC SHS G5960L103 12,743 -4,602 -26.53 1,022 -26.63 0.1573
2017-07-12 2017-06-30 13F MEDTRONIC SHS G5960L103 12,743 1,022
2017-09-20 2017-03-31 13F/A-1 MEDTRONIC SHS G5960L103 17,345 -3,412 -16.44 1,393 -5.81 0.1419
2017-05-15 2017-03-31 13F MEDTRONIC SHS G5960L103 17,345 -3,412 1,393
2017-02-14 2016-12-31 13F MEDTRONIC SHS G5960L103 20,757 20,757 1,479 0.1888
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.