Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionLeelyn Smith, LLC
Latest Disclosed Ownership32,578 shares
Latest Disclosed Value $ 2,822,844
Leelyn Smith, LLC reports 4.31% increase in ownership of MDT / Medtronic plc

On April 27, 2026 - Leelyn Smith, LLC filed a 13F-HR form disclosing ownership of 32,578 shares of Medtronic plc (US:MDT) valued at $2,822,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 31,232 shares of Medtronic plc. This represents a change in shares of 4.31% during the quarter. The current value of the position is $2,539,455 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)
2026-04-27 2026-03-31 13F MEDTRONIC SHS G5960L103 32,578 1,346 4.31 2,823 -5.93 0.3959
2026-01-28 2025-12-31 13F MEDTRONIC SHS G5960L103 31,232 116 0.37 3,000 1.25 0.4338
2025-10-30 2025-09-30 13F MEDTRONIC SHS G5960L103 31,116 1,461 4.93 2,963 14.62 0.4463
2025-07-31 2025-06-30 13F MEDTRONIC SHS G5960L103 29,655 663 2.29 2,585 -0.77 0.4241
2025-05-02 2025-03-31 13F MEDTRONIC SHS G5960L103 28,992 301 1.05 2,605 13.71 0.4629
2025-02-10 2024-12-31 13F MEDTRONIC SHS G5960L103 28,691 801 2.87 2,292 -8.73 0.4082
2024-11-12 2024-09-30 13F MEDTRONIC SHS G5960L103 27,890 606 2.22 2,511 16.91 0.4532
2024-08-08 2024-06-30 13F MEDTRONIC SHS G5960L103 27,284 -14,125 -34.11 2,148 -40.49 0.4151
2024-05-14 2024-03-31 13F MEDTRONIC SHS G5960L103 41,409 2,407 6.17 3,609 12.33 0.7224
2024-02-09 2023-12-31 13F MEDTRONIC SHS G5960L103 39,002 2,125 5.76 3,213 11.18 0.7037
2023-11-06 2023-09-30 13F MEDTRONIC SHS G5960L103 36,877 3,166 9.39 2,890 -2.69 0.7051
2023-08-10 2023-06-30 13F MEDTRONIC SHS G5960L103 33,711 1,941 6.11 2,970 15.93 0.7175
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 31,770 -18,642 -36.98 2,561 19.62 0.6555
2023-02-10 2022-12-31 13F MEDTRONIC COMMON STOCK G5960L103 50,412 27,526 120.27 2,141 15.85 0.5880
2022-11-14 2022-09-30 13F MEDTRONIC COMMON STOCK G5960L103 22,886 -2,651 -10.38 1,848 -19.37 0.6381
2022-08-09 2022-06-30 13F MEDTRONIC COMMON STOCK G5960L103 25,537 691 2.78 2,292 -16.87 0.5943
2022-05-11 2022-03-31 13F MEDTRONIC COMMON STOCK G5960L103 24,846 24,845 2,484,500.00 2,757 25.09 0.7186
2022-02-14 2021-12-31 13F CALL 1 MEDTRONIC COMMON STOCK G5960L903 1 -324 -99.69 0 -100.00
2022-02-14 2021-12-31 13F MEDTRONIC COMMON STOCK G5960L103 21,301 20,976 2,204 0.5895
2021-11-12 2021-09-30 13F MEDTRONIC COMMON STOCK G5960L103 325 101 45.09 41 46.43 0.0119
2021-08-31 2021-06-30 13F MEDTRONIC COMMON STOCK G5960L103 224 0 0.00 28 7.69 0.0082
2021-05-05 2021-03-31 13F MEDTRONIC COMMON STOCK G5960L103 224 0 0.00 26 0.00 0.0077
2021-01-15 2020-12-31 13F MEDTRONIC Common Stock G5960L103 224 24 12.00 26 23.81 0.0083
2020-11-05 2020-09-30 13F MEDTRONIC Common Stock G5960L103 200 -40 -16.67 21 -4.55 0.0074
2020-08-06 2020-06-30 13F MEDTRONIC Common Stock G5960L103 240 -328 -57.75 22 -56.86 0.0091
2020-05-06 2020-03-31 13F MEDTRONIC Common Stock G5960L103 568 2 0.35 51 -20.31 0.0272
2020-02-06 2019-12-31 13F MEDTRONIC COM G5960L103 566 566 64 0.0308
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.