Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionCX Institutional
Latest Disclosed Ownership82,114 shares
Latest Disclosed Value $ 7,115
CX Institutional reports 2.92% increase in ownership of MDT / Medtronic plc

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 82,114 shares of Medtronic plc (US:MDT) valued at $7,115,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 79,788 shares of Medtronic plc. This represents a change in shares of 2.92% during the quarter. The current value of the position is $6,400,786 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)
2026-04-06 2026-03-31 13F MEDTRONIC COM G5960L103 82,114 2,326 2.92 7 0.00 0.2170
2026-02-02 2025-12-31 13F MEDTRONIC COM G5960L103 79,788 8,960 12.65 8 16.67 0.2286
2025-10-23 2025-09-30 13F MEDTRONIC COM G5960L103 70,828 2,161 3.15 7 20.00 0.2048
2025-07-16 2025-06-30 13F/A-1 MEDTRONIC COM G5960L103 68,667 60,965 791.55 6 0.2087
2025-07-11 2025-06-30 13F MEDTRONIC COM G5960L103 68,667 60,965 6 0.2078
2025-04-15 2025-03-31 13F MEDTRONIC COM G5960L103 7,702 568 7.96 1 -100.00 0.0261
2025-01-21 2024-12-31 13F MEDTRONIC SHS G5960L103 7,134 -156 -2.14 570 -13.26 0.0226
2024-10-11 2024-09-30 13F MEDTRONIC SHS G5960L103 7,290 608 9.10 656 24.95 0.0291
2024-07-11 2024-06-30 13F MEDTRONIC SHS G5960L103 6,682 -4 -0.06 526 -9.79 0.0247
2024-04-15 2024-03-31 13F Medtronic SHS G5960L103 6,686 208 3.21 583 9.19 0.0281
2024-01-12 2023-12-31 13F MEDTRONIC SHS G5960L103 6,478 -3,152 -32.73 534 -29.31 0.0285
2023-10-18 2023-09-30 13F Medtronic SHS G5960L103 9,630 -38 -0.39 755 -11.40 0.0416
2023-07-26 2023-06-30 13F MEDTRONIC PLC COM COM G5960L103 9,668 2,702 38.79 852 52.78 0.0441
2023-05-04 2023-03-31 13F MEDTRONIC SHS G5960L103 6,966 312 4.69 557 7.74 0.0297
2023-02-03 2022-12-31 13F MEDTRONIC PLC COM COM G5960L103 6,654 6,654 517 0.0314
2022-11-04 2022-09-30 13F MEDTRONIC COM G5960L103 0 -3,454 -100.00 0 -100.00
2022-08-02 2022-06-30 13F MEDTRONIC COM G5960L103 3,454 332 10.63 310 -10.40 0.0234
2022-05-09 2022-03-31 13F MEDTRONIC SHS G5960L103 3,122 3,122 346 0.0277
2022-01-18 2021-12-31 13F MEDTRONIC COM G5960L103 0 -2,521 -100.00 0 -100.00
2021-11-10 2021-09-30 13F MEDTRONIC COM G5960L103 2,521 93 3.83 316 4.98 0.0258
2021-08-04 2021-06-30 13F MEDTRONIC COM G5960L103 2,428 324 15.40 301 20.88 0.0247
2021-04-15 2021-03-31 13F MEDTRONIC COM G5960L103 2,104 351 20.02 249 21.46 0.0223
2021-01-12 2020-12-31 13F MEDTRONIC COM G5960L103 1,753 394 28.99 205 45.39 0.0197
2020-10-13 2020-09-30 13F MEDTRONIC COM G5960L103 1,359 -17,437 -92.77 141 -91.80 0.0152
2020-08-06 2020-06-30 13F MEDTRONIC COM G5960L103 18,796 3,026 19.19 1,720 20.96 0.2260
2020-04-29 2020-03-31 13F MEDTRONIC COM G5960L103 15,770 15,299 3,248.20 1,422 2,583.02 0.2320
2020-01-21 2019-12-31 13F MEDTRONIC COM G5960L103 471 -183 -27.98 53 -25.35 0.0092
2019-10-10 2019-09-30 13F MEDTRONIC COM G5960L103 654 -1,570 -70.59 71 -67.28 0.0115
2019-07-17 2019-06-30 13F MEDTRONIC COM G5960L103 2,224 1,426 178.70 217 197.26 0.0344
2019-04-03 2019-03-31 13F MEDTRONIC COM G5960L103 798 589 281.82 73 284.21 0.0129
2019-01-14 2018-12-31 13F MEDTRONIC COM G5960L103 209 59 39.33 19 26.67 0.0040
2018-10-09 2018-09-30 13F MEDTRONIC COM G5960L103 150 0 0.00 15 15.38 0.0050
2018-07-12 2018-06-30 13F/A-1 MEDTRONIC COM G5960L103 150 150 13 0.0048
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.