Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionSigma Planning Corp
Latest Disclosed Ownership42,420 shares
Latest Disclosed Value $ 3,675,814
Sigma Planning Corp reports 0.13% increase in ownership of MDT / Medtronic plc

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 42,420 shares of Medtronic plc (CH:MDT) valued at $3,675,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 42,366 shares of Medtronic plc. This represents a change in shares of 0.13% 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)
2026-05-04 2026-03-31 13F MEDTRONIC SHS G5960L103 42,420 54 0.13 3,676 -9.77 0.1021
2026-01-30 2025-12-31 13F MEDTRONIC SHS G5960L103 42,366 -796 -1.84 4,073 -0.90 0.1124
2025-11-10 2025-09-30 13F MEDTRONIC SHS G5960L103 43,162 -900 -2.04 4,111 7.03 0.1169
2025-08-05 2025-06-30 13F MEDTRONIC SHS G5960L103 44,062 766 1.77 3,841 -1.29 0.1155
2025-05-02 2025-03-31 13F MEDTRONIC SHS G5960L103 43,296 3,404 8.53 3,891 22.10 0.1241
2025-02-03 2024-12-31 13F MEDTRONIC SHS G5960L103 39,892 11,049 38.31 3,187 22.73 0.1001
2024-11-04 2024-09-30 13F MEDTRONIC SHS G5960L103 28,843 124 0.43 2,597 14.87 0.0795
2024-08-06 2024-06-30 13F MEDTRONIC SHS G5960L103 28,719 3,838 15.43 2,260 4.24 0.0716
2024-05-02 2024-03-31 13F MEDTRONIC SHS G5960L103 24,881 13,387 116.47 2,168 129.18 0.0682
2024-02-01 2023-12-31 13F MEDTRONIC SHS G5960L103 11,494 -22,416 -66.10 947 -64.40 0.0741
2023-11-06 2023-09-30 13F MEDTRONIC SHS G5960L103 33,910 -468 -1.36 2,657 -12.25 0.0996
2023-08-02 2023-06-30 13F MEDTRONIC SHS G5960L103 34,378 -3,992 -10.40 3,029 -2.10 0.1088
2023-05-08 2023-03-31 13F MEDTRONIC SHS G5960L103 38,370 15,614 68.61 3,093 74.94 0.1028
2023-01-24 2022-12-31 13F MEDTRONIC SHS G5960L103 22,756 -1,936 -7.84 1,769 -11.33 0.0632
2022-11-10 2022-09-30 13F MEDTRONIC SHS G5960L103 24,692 2,168 9.63 1,994 -1.38 0.0760
2022-08-11 2022-06-30 13F MEDTRONIC SHS G5960L103 22,524 -1,659 -6.86 2,022 -24.64 0.0703
2022-04-20 2022-03-31 13F MEDTRONIC SHS G5960L103 24,183 2,992 14.12 2,683 22.40 0.0804
2022-02-02 2021-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 21,191 1,226 6.14 2,192 -12.43 0.0611
2021-10-28 2021-09-30 13F MEDTRONIC SHS G5960L103 19,965 -251 -1.24 2,503 -0.28 0.0753
2021-08-13 2021-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 20,216 -3,382 -14.33 2,510 -9.97 0.0748
2021-05-06 2021-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 23,598 1,911 8.81 2,788 9.72 0.0891
2021-02-09 2020-12-31 13F MEDTRONIC SHS G5960L103 21,687 -3,488 -13.86 2,541 -2.87 0.0864
2020-11-03 2020-09-30 13F MEDTRONIC SHS G5960L103 25,175 58 0.23 2,616 13.59 0.1035
2020-07-31 2020-06-30 13F MEDTRONIC SHS G5960L103 25,117 -2,826 -10.11 2,303 -8.61 0.1011
2020-05-01 2020-03-31 13F MEDTRONIC SHS G5960L103 27,943 6,685 31.45 2,520 4.48 0.1496
2020-02-03 2019-12-31 13F MEDTRONIC SHS G5960L103 21,258 4,260 25.06 2,412 30.66 0.1018
2019-11-01 2019-09-30 13F MEDTRONIC SHS G5960L103 16,998 2,854 20.18 1,846 33.96 0.0886
2019-08-01 2019-06-30 13F MEDTRONIC SHS G5960L103 14,144 -51 -0.36 1,378 6.57 0.0710
2019-05-01 2019-03-31 13F MEDTRONIC SHS G5960L103 14,195 1,447 11.35 1,293 11.47 0.0734
2019-01-31 2018-12-31 13F MEDTRONIC SHS G5960L103 12,748 387 3.13 1,160 -4.61 0.0844
2018-11-07 2018-09-30 13F MEDTRONIC SHS G5960L103 12,361 852 7.40 1,216 23.45 0.0715
2018-08-02 2018-06-30 13F MEDTRONIC SHS G5960L103 11,509 -273 -2.32 985 4.23 0.0659
2018-05-11 2018-03-31 13F MEDTRONIC SHS G5960L103 11,782 813 7.41 945 6.66 0.0691
2018-02-07 2017-12-31 13F MEDTRONIC SHS G5960L103 10,969 486 4.64 886 8.71 0.0683
2017-11-06 2017-09-30 13F MEDTRONIC SHS G5960L103 10,483 -36 -0.34 815 -12.74 0.0672
2017-08-02 2017-06-30 13F MEDTRONIC SHS G5960L103 10,519 -1,872 -15.11 934 -6.41 0.0878
2017-04-24 2017-03-31 13F MEDTRONIC SHS G5960L103 12,391 -865 -6.53 998 5.72 0.0966
2017-01-23 2016-12-31 13F MEDTRONIC SHS G5960L103 13,256 -5,254 -28.38 944 -40.96 0.1032
2016-11-07 2016-09-30 13F MEDTRONIC SHS G5960L103 18,510 386 2.13 1,599 1.65 0.1896
2016-07-22 2016-06-30 13F MEDTRONIC SHS G5960L103 18,124 -1,009 -5.27 1,573 9.62 0.2051
2016-04-18 2016-03-31 13F MEDTRONIC SHS G5960L103 19,133 2,597 15.71 1,435 12.81 0.1962
2016-01-20 2015-12-31 13F MEDTRONIC SHS G5960L103 16,536 -1,098 -6.23 1,272 7.80 0.1781
2015-11-02 2015-09-30 13F MEDTRONIC SHS G5960L103 17,634 -1,174 -6.24 1,180 -15.35 0.1869
2015-07-14 2015-06-30 13F MEDTRONIC SHS G5960L103 18,808 -8,903 -32.13 1,394 -35.49 0.1924
2015-04-23 2015-03-31 13F MEDTRONIC SHS G5960L103 27,711 9,549 52.58 2,161 64.84 0.2863
2015-02-13 2014-12-31 13F MEDTRONIC COM 585055106 18,162 18,162 1,311 0.1733
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.