Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionPerpetual Ltd
Latest Disclosed Ownership14,393 shares
Latest Disclosed Value $ 1,247,154
Perpetual Ltd reports 8.86% increase in ownership of MDT / Medtronic plc

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 14,393 shares of Medtronic plc (US:MDT) valued at $1,247,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 13,221 shares of Medtronic plc. This represents a change in shares of 8.86% during the quarter. The current value of the position is $1,121,934 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)
2026-04-14 2026-03-31 13F MEDTRONIC SHS G5960L103 14,393 1,172 8.86 1,247 -1.81 0.0191
2026-01-20 2025-12-31 13F MEDTRONIC SHS G5960L103 13,221 -97,299 -88.04 1,270 -87.93 0.0184
2025-10-10 2025-09-30 13F MEDTRONIC SHS G5960L103 110,520 36,896 50.11 10,526 64.02 0.1307
2025-07-11 2025-06-30 13F MEDTRONIC SHS G5960L103 73,624 26,065 54.81 6,418 50.18 0.0753
2025-04-24 2025-03-31 13F MEDTRONIC SHS G5960L103 47,559 30,419 177.47 4,274 212.13 0.0516
2025-01-17 2024-12-31 13F MEDTRONIC SHS G5960L103 17,140 -193 -1.11 1,369 -12.24 0.0161
2024-10-09 2024-09-30 13F MEDTRONIC SHS G5960L103 17,333 -365,952 -95.48 1,560 -94.83 0.0169
2024-07-30 2024-06-30 13F MEDTRONIC SHS G5960L103 383,285 6,478 1.72 30,168 -8.13 0.3279
2024-04-16 2024-03-31 13F/A-1 MEDTRONIC SHS G5960L103 376,807 8,246 2.24 32,839 8.15 0.3210
2024-04-10 2024-03-31 13F MEDTRONIC SHS G5960L103 376,807 8,246 32,839 0.2036
2024-02-15 2023-12-31 13F MEDTRONIC SHS G5960L103 368,561 38,578 11.69 30,362 17.42 0.3133
2023-10-10 2023-09-30 13F MEDTRONIC SHS G5960L103 329,983 45,699 16.08 25,857 3.24 0.2671
2023-07-13 2023-06-30 13F MEDTRONIC SHS G5960L103 284,284 18,559 6.98 25,045 16.91 0.2148
2023-05-08 2023-03-31 13F MEDTRONIC SHS G5960L103 265,725 138,380 108.67 21,423 61.87 0.1854
2020-12-08 2020-09-30 13F MEDTRONIC SHS G5960L103 127,345 127,345 13,234 0.9524
2020-12-08 2020-03-31 13F/A-1 Medtronic SHS G5960L103 0 -8,018 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Medtronic SHS G5960L103 8,018 0 0.00 908 4.25 0.1348
2019-10-10 2019-09-30 13F Medtronic SHS G5960L103 8,018 -1,432 -15.15 871 -5.33 0.1341
2019-07-30 2019-06-30 13F Medtronic SHS G5960L103 9,450 -3,006 -24.13 920 -18.87 0.1465
2019-05-06 2019-03-31 13F MEDTRONIC SHS G5960L103 12,456 0 0.00 1,134 1.98 0.1640
2019-02-08 2018-12-31 13F MEDTRONIC SHS G5960L103 12,456 0 0.00 1,112 -9.22 0.1669
2018-10-30 2018-09-30 13F MEDTRONIC SHS G5960L103 12,456 0 0.00 1,225 14.70 0.1646
2018-07-23 2018-06-30 13F MEDTRONIC SHS G5960L103 12,456 0 0.00 1,068 6.91 0.1299
2018-04-18 2018-03-31 13F MEDTRONIC SHS G5960L103 12,456 0 0.00 999 -1.58 0.1361
2018-02-12 2017-12-31 13F MEDTRONIC SHS G5960L103 12,456 1,211 10.77 1,015 16.80 0.1312
2017-11-01 2017-09-30 13F MEDTRONIC SHS G5960L103 11,245 0 0.00 869 -12.93 0.1212
2017-09-26 2017-06-30 13F MEDTRONIC SHS G5960L103 11,245 800 7.66 998 19.09 0.0780
2017-09-26 2017-03-31 13F MEDTRONIC SHS G5960L103 10,445 0 0.00 838 12.63 0.0832
2017-09-26 2016-12-31 13F MEDTRONIC SHS G5960L103 10,445 -1,141 -9.85 744 -25.67 0.1134
2017-09-26 2016-09-30 13F MEDTRONIC SHS G5960L103 11,586 -8,482 -42.27 1,001 -42.50 0.0821
2017-09-26 2016-06-30 13F MEDTRONIC SHS G5960L103 20,068 500 2.56 1,741 18.60 0.1731
2017-09-26 2016-03-31 13F MEDTRONIC SHS G5960L103 19,568 -3,600 -15.54 1,468 -17.62 0.1488
2017-09-26 2015-12-31 13F MEDTRONIC SHS G5960L103 23,168 3,330 16.79 1,782 34.19 0.1991
2017-09-26 2015-09-30 13F MEDTRONIC SHS G5960L103 19,838 2,300 13.11 1,328 2.15 0.1579
2017-09-26 2015-06-30 13F MEDTRONIC SHS G5960L103 17,538 -400 -2.23 1,300 -7.08 0.1492
2017-09-26 2015-03-31 13F MEDTRONIC SHS G5960L103 17,938 4,894 37.52 1,399 48.51 0.1576
2017-09-26 2014-12-31 13F MEDTRONIC COM 585055106 13,044 500 3.99 942 21.24 0.1108
2017-09-26 2014-09-30 13F MEDTRONIC COM 585055106 12,544 -1,500 -10.68 777 -13.18 0.0839
2017-09-26 2014-06-30 13F MEDTRONIC COM 585055106 14,044 2,000 16.61 895 20.78 0.0789
2017-09-26 2014-03-31 13F MEDTRONIC COM 585055106 12,044 -7,161 -37.29 741 -32.82 0.1088
2017-09-26 2013-12-31 13F MEDTRONIC COM 585055106 19,205 -24,017 -55.57 1,103 -52.09 0.1451
2017-09-26 2013-09-30 13F MEDTRONIC COM 585055106 43,222 -1,000 -2.26 2,302 1.14 0.3236
2017-09-26 2013-06-30 13F MEDTRONIC COM 585055106 44,222 -3,402 -7.14 2,276 1.79 0.3422
2017-09-25 2013-03-31 13F MEDTRONIC COM 585055106 47,624 47,624 2,236 0.3180
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.