Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership10,279 shares
Latest Disclosed Value $ 886,998
Kovack Advisors, Inc. reports 5.06% increase in ownership of MDT / Medtronic plc

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 10,279 shares of Medtronic plc (US:MDT) valued at $890,675 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 9,784 shares of Medtronic plc. This represents a change in shares of 5.06% during the quarter. The current value of the position is $801,248 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F MEDTRONIC SHS G5960L103 10,279 495 5.06 887 -5.64 0.0473
2026-02-17 2025-12-31 13F/A-1 MEDTRONIC SHS G5960L103 9,784 3,496 55.60 940 57.02 0.0437
2026-02-12 2025-12-31 13F MEDTRONIC SHS G5960L103 9,786 3,498 572 0.0438
2025-11-10 2025-09-30 13F MEDTRONIC SHS G5960L103 6,288 -142 -2.21 599 6.79 0.0564
2025-08-04 2025-06-30 13F MEDTRONIC SHS G5960L103 6,430 -1,853 -22.37 561 -24.73 0.0549
2025-05-06 2025-03-31 13F MEDTRONIC SHS G5960L103 8,283 -267 -3.12 744 9.09 0.0788
2025-02-05 2024-12-31 13F MEDTRONIC SHS G5960L103 8,550 741 9.49 683 -2.99 0.0670
2024-11-05 2024-09-30 13F MEDTRONIC SHS G5960L103 7,809 -532 -6.38 703 7.16 0.0745
2024-08-05 2024-06-30 13F MEDTRONIC SHS G5960L103 8,341 -502 -5.68 657 -14.81 0.0722
2024-04-19 2024-03-31 13F MEDTRONIC SHS G5960L103 8,843 1,870 26.82 771 34.15 0.0933
2024-02-02 2023-12-31 13F MEDTRONIC SHS G5960L103 6,973 1,453 26.32 574 32.87 0.0682
2023-10-19 2023-09-30 13F MEDTRONIC SHS G5960L103 5,520 -2,177 -28.28 433 -36.28 0.0603
2023-07-21 2023-06-30 13F MEDTRONIC SHS G5960L103 7,697 276 3.72 678 13.38 0.0869
2023-04-21 2023-03-31 13F MEDTRONIC SHS G5960L103 7,421 751 11.26 598 15.44 0.0816
2023-02-22 2022-12-31 13F MEDTRONIC ORD ORD G5960L103 6,670 600 9.88 518 5.71 0.0758
2022-11-14 2022-09-30 13F MEDTRONIC ORD ORD G5960L103 6,070 -101 -1.64 490 -11.55 0.0720
2022-08-10 2022-06-30 13F MEDTRONIC ORD ORD G5960L103 6,171 97 1.60 554 -17.68 0.0731
2022-05-16 2022-03-31 13F MEDTRONIC ORD ORD G5960L103 6,074 -12 -0.20 673 6.83 0.0691
2022-01-18 2021-12-31 13F MEDTRONIC ORD ORD G5960L103 6,086 -959 -13.61 630 -28.65 0.0609
2021-11-03 2021-09-30 13F MEDTRONIC ORD ORD G5960L103 7,045 -21 -0.30 883 0.68 0.0960
2021-07-29 2021-06-30 13F MEDTRONIC ORD ORD G5960L103 7,066 -312 -4.23 877 0.57 0.0998
2021-05-04 2021-03-31 13F MEDTRONIC ORD ORD G5960L103 7,378 -875 -10.60 872 -9.82 0.1133
2021-01-14 2020-12-31 13F MEDTRONIC ORD ORD G5960L103 8,253 -988 -10.69 967 0.73 0.1392
2020-11-02 2020-09-30 13F MEDTRONIC ORD ORD G5960L103 9,241 -517 -5.30 960 7.26 0.1708
2020-07-31 2020-06-30 13F MEDTRONIC ORD ORD G5960L103 9,758 -1,573 -13.88 895 -12.43 0.1742
2020-04-30 2020-03-31 13F MEDTRONIC ORD ORD G5960L103 11,331 1,121 10.98 1,022 -11.74 0.2360
2020-01-29 2019-12-31 13F MEDTRONIC ORD ORD G5960L103 10,210 190 1.90 1,158 6.43 0.2070
2019-10-31 2019-09-30 13F MEDTRONIC ORD ORD G5960L103 10,020 3,723 59.12 1,088 77.49 0.2232
2019-08-14 2019-06-30 13F MEDTRONIC PLC SHS PLC SHS G5960L103 6,297 588 10.30 613 17.88 0.1401
2019-05-03 2019-03-31 13F MEDTRONIC PLC SHS PLC SHS G5960L103 5,709 512 9.85 520 9.94 0.1297
2019-02-06 2018-12-31 13F MEDTRONIC PLC SHS PLC SHS G5960L103 5,197 1,694 48.36 473 37.10 0.1383
2018-10-09 2018-09-30 13F MEDTRONIC PLC SHS PLC SHS G5960L103 3,503 678 24.00 345 42.56 0.0890
2018-08-01 2018-06-30 13F MEDTRONIC PLC SHS COM G5960L103 2,825 -702 -19.90 242 -14.49 0.0676
2018-05-15 2018-03-31 13F MEDTRONIC PLC SHS PLC SHS G5960L103 3,527 114 3.34 283 2.54 0.0710
2018-05-15 2017-12-31 13F/A-1 MEDTRONIC SHS G5960L103 3,413 370 12.16 276 2.22 0.0698
2018-08-30 2017-06-30 13F MEDTRONIC PLC SHS PLC SHS G5960L103 3,043 3,043 270 0.0852
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.