Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership52,945 shares
Latest Disclosed Value $ 4,587,684
IFP Advisors, Inc reports 7.58% decrease in ownership of MDT / Medtronic plc

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 52,945 shares of Medtronic plc (US:MDT) valued at $4,587,684 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 57,287 shares of Medtronic plc. This represents a change in shares of -7.58% during the quarter. The current value of the position is $4,127,063 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)
2026-04-13 2026-03-31 13F MEDTRONIC cs G5960L103 52,945 -4,342 -7.58 4,588 -16.63 0.0951
2026-02-06 2025-12-31 13F MEDTRONIC cs G5960L103 57,287 14,359 33.45 5,503 34.59 0.1235
2026-02-06 2025-09-30 13F/A-1 MEDTRONIC cs G5960L103 42,928 -507 -1.17 4,088 7.83 0.1062
2025-12-02 2025-09-30 13F MEDTRONIC cs G5960L103 42,945 -490 4,090 0.1055
2025-07-24 2025-06-30 13F MEDTRONIC cs G5960L103 43,435 839 1.97 3,792 -0.94 0.1078
2025-05-05 2025-03-31 13F MEDTRONIC cs G5960L103 42,596 7,310 20.72 3,828 35.81 0.1180
2025-02-04 2024-12-31 13F MEDTRONIC cs G5960L103 35,286 24,924 240.53 2,818 202.36 0.0923
2025-02-04 2024-09-30 13F MEDTRONIC cs G5960L103 10,362 -926 -8.20 933 4.95 0.0336
2024-07-30 2024-06-30 13F MEDTRONIC cs G5960L103 11,288 959 9.28 888 -1.33 0.0353
2024-07-30 2024-03-31 13F MEDTRONIC cs G5960L103 10,329 -1,272 -10.96 900 -5.76 0.0395
2024-01-09 2023-12-31 13F MEDTRONIC cs G5960L103 11,601 -3,644 -23.90 955 -20.02 0.0451
2023-10-12 2023-09-30 13F MEDTRONIC cs G5960L103 15,245 -4,987 -24.65 1,195 -33.00 0.0537
2023-08-14 2023-06-30 13F/A-1 MEDTRONIC cs G5960L103 20,232 1,988 10.90 1,782 22.14 0.0745
2023-08-04 2023-06-30 13F MEDTRONIC cs G5960L103 20,232 1,988 1,619 0.0749
2023-04-18 2023-03-31 13F MEDTRONIC cs G5960L103 18,244 -18,331 -50.12 1,460 72,850.00 0.0635
2023-02-07 2022-12-31 13F MEDTRONIC cs G5960L103 36,575 360 0.99 3 -99.93 0.0794
2022-11-08 2022-09-30 13F MEDTRONIC cs G5960L103 36,215 3,986 12.37 2,935 12.11 0.0765
2022-09-06 2022-06-30 13F/A-1 MEDTRONIC cs G5960L103 32,229 0 0.00 2,618 0.00 0.0840
2022-08-12 2022-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 140 -32,089 11 0.0197
2022-09-06 2022-03-31 13F/A-1 MEDTRONIC cs G5960L103 32,229 23,350 262.98 2,618 184.87 0.0840
2022-08-08 2022-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 11,947 3,068 964 0.0197
2022-01-12 2021-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 8,879 1,317 17.42 919 -3.77 0.0180
2021-10-06 2021-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 7,562 44 0.59 955 2.91 0.0191
2021-07-13 2021-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 7,518 -7,332 -49.37 928 -47.21 0.0192
2021-04-30 2021-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 14,850 1,293 9.54 1,758 10.57 0.0342
2021-01-25 2020-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 13,557 -1,513 -10.04 1,590 1.79 0.0644
2020-10-29 2020-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 15,070 578 3.99 1,562 19.15 0.0932
2020-08-05 2020-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 14,492 -720 -4.73 1,311 -6.16 0.1039
2020-05-12 2020-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 15,212 1,336 9.63 1,397 -11.02 0.1410
2020-01-17 2019-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 13,876 -1,975 -12.46 1,570 -7.43 0.1180
2019-11-07 2019-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 15,851 12,505 373.73 1,696 457.89 0.1136
2019-05-15 2019-03-31 13F MEDTRONIC Stock G5960L103 3,346 -15,315 -82.07 304 -81.75 0.0415
2019-06-03 2018-12-31 13F/A-10 MEDTRONIC PLC SHS Stock G5960L103 18,661 -259 -1.37 1,666 -10.48 0.1015
2019-01-23 2018-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 18,661 -259 1,666 0.1015
2019-06-03 2018-09-30 13F/A-9 MEDTRONIC PLC SHS Stock G5960L103 18,920 3,738 24.62 1,861 43.15 0.0758
2018-10-25 2018-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 18,920 3,738 1,861 0.0758
2019-06-03 2018-06-30 13F/A-8 MEDTRONIC PLC SHS Stock G5960L103 15,182 -876 -5.46 1,300 0.23 0.0547
2018-08-07 2018-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 15,182 45 1,300
2019-06-03 2018-03-31 13F/A-7 MEDTRONIC PLC SHS Stock G5960L103 16,058 0 0.00 1,297 0.00 0.0588
2018-05-09 2018-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 15,137 -921 1,214
2019-06-03 2017-12-31 13F/A-6 MEDTRONIC PLC SHS Stock G5960L103 16,058 -4,544 -22.06 1,297 -19.04 0.0588
2018-01-24 2017-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 16,058 -4,544 1,297
2017-10-30 2017-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 20,602 -223 -1.07 1,602 -13.31 0.0636
2019-06-03 2017-06-30 13F/A-5 MEDTRONIC PLC SHS Stock G5960L103 20,825 -1,669 -7.42 1,848 1.99 0.0783
2017-07-31 2017-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 20,825 -1,669 1,848
2019-06-03 2017-03-31 13F/A-4 MEDTRONIC PLC SHS Stock G5960L103 22,494 -1,005 -4.28 1,812 8.24 0.0789
2017-04-26 2017-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 22,494 -1,005 1,812
2019-06-03 2016-12-31 13F/A-3 MEDTRONIC PLC SHS Stock G5960L103 23,499 1,244 5.59 1,674 -12.95 0.0808
2017-02-14 2016-12-31 13F MEDTRONIC PLC SHS Stock G5960L103 23,499 1,244 1,674
2016-11-04 2016-09-30 13F MEDTRONIC PLC SHS Stock G5960L103 22,255 -212 -0.94 1,923 -1.33 0.1000
2019-06-03 2016-06-30 13F/A-2 MEDTRONIC PLC SHS Stock G5960L103 22,467 19,121 571.46 1,949 541.12 0.1088
2016-08-22 2016-06-30 13F MEDTRONIC PLC SHS Stock G5960L103 22,467 19,121 1,949
2019-06-03 2016-03-31 13F/A-1 MEDTRONIC Stock G5960L103 3,346 -14,815 -81.58 304 -78.24 0.0415
2016-05-02 2016-03-31 13F MEDTRONIC PLC SHS Stock G5960L103 22,544 4,383 1,691
2016-02-11 2015-12-31 13F MEDTRONIC Stock G5960L103 18,161 18,161 1,397 0.0938
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.