Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionClaro Advisors LLC
Latest Disclosed Ownership3,367 shares
Latest Disclosed Value $ 291,774
Claro Advisors LLC reports 53.67% increase in ownership of MDT / Medtronic plc

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 3,367 shares of Medtronic plc (US:MDT) valued at $291,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,191 shares of Medtronic plc. This represents a change in shares of 53.67% during the quarter. The current value of the position is $262,458 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)
2026-04-21 2026-03-31 13F MEDTRONIC SHS G5960L103 3,367 1,176 53.67 292 38.57 0.0351
2026-02-17 2025-12-31 13F MEDTRONIC SHS G5960L103 2,191 -113 -4.90 210 -4.11 0.0287
2025-11-12 2025-09-30 13F MEDTRONIC SHS G5960L103 2,304 2,304 219 0.0320
2025-08-05 2025-06-30 13F MEDTRONIC SHS G5960L103 0 -13,376 -100.00 0 -100.00
2025-05-12 2025-03-31 13F MEDTRONIC SHS G5960L103 13,376 -965 -6.73 1,202 4.89 0.1608
2025-01-13 2024-12-31 13F MEDTRONIC SHS G5960L103 14,341 -3,245 -18.45 1,146 -27.67 0.1548
2024-11-07 2024-09-30 13F/A-1 MEDTRONIC SHS G5960L103 17,586 2,723 18.32 1,583 35.41 0.2046
2024-10-17 2024-09-30 13F MEDTRONIC SHS G5960L103 14,620 -243 4,452 0.5752
2024-07-31 2024-06-30 13F MEDTRONIC SHS G5960L103 14,863 1,236 9.07 1,170 -1.52 0.1826
2024-04-18 2024-03-31 13F MEDTRONIC SHS G5960L103 13,627 3,520 34.83 1,188 42.67 0.2062
2024-01-22 2023-12-31 13F MEDTRONIC SHS G5960L103 10,107 -2,780 -21.57 833 -17.54 0.1803
2023-10-10 2023-09-30 13F MEDTRONIC SHS G5960L103 12,887 1,554 13.71 1,010 1.10 0.2524
2023-08-08 2023-06-30 13F MEDTRONIC SHS G5960L103 11,333 1,604 16.49 998 27.30 0.2480
2023-04-17 2023-03-31 13F MEDTRONIC SHS G5960L103 9,729 1,361 16.26 784 20.62 0.2303
2023-03-13 2022-12-31 13F/A-1 MEDTRONIC SHS G5960L103 8,368 2,255 36.89 650 18.40 0.2128
2023-02-14 2022-12-31 13F MEDTRONIC SHS G5960L103 8,368 2,255 650 0.2122
2022-11-18 2022-09-30 13F/A-1 MEDTRONIC SHS G5960L103 6,113 0 0.00 549 0.00 0.2182
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 6,113 0 549 0.2182
2022-08-12 2022-06-30 13F MEDTRONIC SHS G5960L103 6,113 1,682 37.96 549 19.87 0.2182
2022-05-16 2022-03-31 13F MEDTRONIC SHS G5960L103 4,431 0 0.00 458 0.00 0.1648
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 4,431 -576 -11.50 458 -27.07 0.1648
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 5,007 734 17.18 628 18.49 0.2641
2021-08-13 2021-06-30 13F MEDTRONIC SHS G5960L103 4,273 278 6.96 530 12.29 0.2385
2021-05-17 2021-03-31 13F MEDTRONIC SHS G5960L103 3,995 866 27.68 472 28.61 0.2391
2021-02-12 2020-12-31 13F MEDTRONIC SHS G5960L103 3,129 61 1.99 367 15.05 0.1951
2020-11-16 2020-09-30 13F MEDTRONIC SHS G5960L103 3,068 388 14.48 319 29.67 0.2022
2020-08-14 2020-06-30 13F MEDTRONIC SHS G5960L103 2,680 177 7.07 246 8.85 0.1693
2020-05-15 2020-03-31 13F MEDTRONIC SHS G5960L103 2,503 118 4.95 226 -16.61 0.2107
2020-02-14 2019-12-31 13F MEDTRONIC SHS G5960L103 2,385 -85 -3.44 271 1.12 0.2086
2019-10-29 2019-09-30 13F MEDTRONIC SHS G5960L103 2,470 70 2.92 268 14.53 0.2378
2019-07-24 2019-06-30 13F MEDTRONIC SHS G5960L103 2,400 136 6.01 234 13.59 0.2160
2019-05-10 2019-03-31 13F MEDTRONIC SHS G5960L103 2,264 42 1.89 206 -5.94 0.2039
2019-02-14 2018-12-31 13F MEDTRONIC SHS G5960L103 2,222 2,222 219 0.1753
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.