Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership45,543 shares
Latest Disclosed Value $ 3,946,301
Mutual Advisors, LLC reports 4.57% increase in ownership of MDT / Medtronic plc

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 45,543 shares of Medtronic plc (US:MDT) valued at $3,946,301 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 43,552 shares of Medtronic plc. This represents a change in shares of 4.57% during the quarter. The current value of the position is $3,550,077 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)
2026-05-01 2026-03-31 13F MEDTRONIC SHS G5960L103 45,543 1,991 4.57 3,946 -5.67 0.0844
2026-02-02 2025-12-31 13F MEDTRONIC SHS G5960L103 43,552 850 1.99 4,184 4.00 0.0897
2025-11-04 2025-09-30 13F MEDTRONIC SHS G5960L103 42,702 590 1.40 4,023 2.79 0.0886
2025-07-28 2025-06-30 13F MEDTRONIC SHS G5960L103 42,112 -32 -0.08 3,914 10.35 0.0977
2025-04-28 2025-03-31 13F MEDTRONIC SHS G5960L103 42,144 -4,024 -8.72 3,547 -11.88 0.1015
2025-01-17 2024-12-31 13F MEDTRONIC SHS G5960L103 46,168 5,190 12.67 4,024 7.94 0.1165
2024-10-25 2024-09-30 13F MEDTRONIC SHS G5960L103 40,978 -1,545 -3.63 3,729 9.61 0.1090
2024-07-30 2024-06-30 13F MEDTRONIC SHS G5960L103 42,523 3,483 8.92 3,402 -0.03 0.1027
2024-05-02 2024-03-31 13F MEDTRONIC SHS G5960L103 39,040 6,853 21.29 3,402 28.33 0.1091
2024-01-12 2023-12-31 13F MEDTRONIC SHS G5960L103 32,187 4,331 15.55 2,652 21.49 0.0923
2023-11-13 2023-09-30 13F MEDTRONIC SHS G5960L103 27,856 -717 -2.51 2,183 -13.31 0.0851
2023-07-31 2023-06-30 13F MEDTRONIC SHS G5960L103 28,573 548 1.96 2,517 11.42 0.0955
2023-04-11 2023-03-31 13F MEDTRONIC SHS G5960L103 28,025 3,014 12.05 2,259 16.26 0.0927
2023-01-12 2022-12-31 13F MEDTRONIC SHS G5960L103 25,011 283 1.14 1,944 -2.70 0.0870
2022-11-03 2022-09-30 13F MEDTRONIC SHS G5960L103 24,728 12,604 103.96 1,997 83.55 0.1027
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 12,124 575 4.98 1,088 -15.07 0.0720
2022-05-09 2022-03-31 13F MEDTRONIC SHS G5960L103 11,549 301 2.68 1,281 10.05 0.0717
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 11,248 436 4.03 1,164 -14.10 0.0616
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 10,812 1,677 18.36 1,355 19.49 0.0802
2021-08-12 2021-06-30 13F MEDTRONIC SHS G5960L103 9,135 363 4.14 1,134 9.46 0.0672
2021-05-13 2021-03-31 13F MEDTRONIC SHS G5960L103 8,772 -4,317 -32.98 1,036 -32.42 0.0709
2021-02-11 2020-12-31 13F MEDTRONIC SHS G5960L103 13,089 -2,684 -17.02 1,533 -6.47 0.1139
2020-11-13 2020-09-30 13F MEDTRONIC SHS G5960L103 15,773 230 1.48 1,639 15.02 0.1421
2020-08-05 2020-06-30 13F MEDTRONIC SHS G5960L103 15,543 8,864 132.71 1,425 136.71 0.1400
2020-05-13 2020-03-31 13F MEDTRONIC SHS G5960L103 6,679 1,735 35.09 602 7.31 0.0817
2020-02-11 2019-12-31 13F MEDTRONIC SHS G5960L103 4,944 206 4.35 561 8.93 0.0597
2019-11-01 2019-09-30 13F MEDTRONIC SHS G5960L103 4,738 162 3.54 515 15.47 0.0680
2019-08-15 2019-06-30 13F MEDTRONIC SHS G5960L103 4,576 410 9.84 446 17.68 0.0579
2019-05-15 2019-03-31 13F MEDTRONIC SHS G5960L103 4,166 -947 -18.52 379 -18.49 0.0561
2019-02-15 2018-12-31 13F MEDTRONIC SHS G5960L103 5,113 2,310 82.41 465 68.48 0.0916
2018-11-15 2018-09-30 13F MEDTRONIC SHS G5960L103 2,803 2,803 276 0.0419
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.