Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q2 2021
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,323
- +74 vs. Q1 2021
- Shares held
- 101.1M
- +815.0K (+0.8%) vs. Q1 2021
- Total value
- $93.0B
- +$19.1B (+25.9%) vs. Q1 2021
- New holders
- 140
- 548 more added
- Sold out
- 66
- 379 more reduced
13 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 61 | $56.0K | 0.00% | +18+41.9% | Added |
| FormulaFolio Investments, LLC | 67 | $62.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 67 | $62.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 69 | $63.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $63.0K | 0.05% | +68 | New |
| McIlrath & Eck, LLC | 71 | $65.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 72 | $66.0K | 0.07% | −80−52.6% | Reduced |
| Catalyst Capital Advisors LLC | 72 | $66.0K | 0.00% | +2+2.9% | Added |
| Evoke Wealth, LLC | 75 | $69.0K | 0.00% | +5+7.1% | Added |
| FAI Wealth Management | 77 | $70.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 78 | $72.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 78 | $72.0K | 0.01% | +36+85.7% | Added |
| First Command Financial Services, Inc. | 78 | $72.0K | 0.01% | +36+85.7% | Added |
| Tortoise Investment Management, LLC | 81 | $74.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 80 | $74.0K | 0.01% | +2+2.6% | Added |
| GVO Asset Management Ltd | 83 | $76.0K | 0.06% | 00.0% | Unchanged |
| Arlington Partners LLC | 84 | $77.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $78.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 86 | $79.0K | 0.02% | +65+309.5% | Added |
| West Paces Advisors Inc. | 87 | $80.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 88 | $80.9K | 0.03% | −20−18.5% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 89 | $82.0K | 0.04% | −1−1.1% | Reduced |
| Duncker Streett & Co Inc | 90 | $83.0K | 0.02% | −24−21.1% | Reduced |
| Baystate Wealth Management LLC | 97 | $89.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $91.0K | 0.02% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 99 | $91.0K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $92.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 102 | $94.0K | 0.07% | −65−38.9% | Reduced |
| Newfound Research LLC | 102 | $94.0K | 0.19% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $95.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 106 | $97.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 108 | $99.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 109 | $100.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 115 | $106.0K | 0.02% | +12+11.7% | Added |
| Lenox Wealth Advisors, LLC | 119 | $109.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 120 | $110.0K | 0.02% | −6−4.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 120 | $110.0K | 0.04% | −4−3.2% | Reduced |
| Massmutual Trust Co FSB | 120 | $110.0K | 0.00% | +88+275.0% | Added |
| Thompson Siegel & Walmsley LLC | 123 | $113.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 125 | $115.0K | 0.01% | +3+2.5% | Added |
| Deseret Mutual Benefit Administrators | 127 | $117.0K | 0.03% | +127 | New |
| Farmers & Merchants Investments Inc | 135 | $124.0K | 0.01% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 135 | $124.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 135 | $124.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 138 | $127.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 138 | $127.0K | 0.01% | +9+7.0% | Added |
| CX Institutional | 138 | $127.0K | 0.01% | +39+39.4% | Added |
| Coastal Capital Group, Inc. | 140 | $129.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 141 | $130.0K | 0.01% | −38−21.2% | Reduced |
| Charter Oak Capital Management, LLC | 145 | $133.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 145 | $133.0K | 0.01% | +5+3.6% | Added |
| Creative Financial Designs Inc | 148 | $136.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $137.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $138.0K | 0.01% | +148+7,400.0% | Added |
| Blume Capital Management, Inc. | 153 | $141.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $142.0K | 0.04% | +3+2.0% | Added |
| Reilly Financial Advisors, LLC | 156 | $143.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 155 | $143.0K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 155 | $143.0K | 0.04% | +12+8.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 160 | $147.0K | 0.02% | −343−68.2% | Reduced |
| Vestor Capital, LLC | 160 | $147.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 171 | $157.0K | 0.04% | −1,098−86.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 193 | $177.0K | 0.04% | +14+7.8% | Added |
| Smithfield Trust Co | 200 | $184.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 200 | $184.0K | 0.02% | +110+122.2% | Added |
| Trust Co | 204 | $188.0K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 204 | $188.0K | 0.03% | +28+15.9% | Added |
| IHT Wealth Management, LLC | 219 | $201.0K | 0.01% | −213−49.3% | Reduced |
| Venturi Wealth Management, LLC | 220 | $202.0K | 0.02% | −131−37.3% | Reduced |
| Corundum Group, Inc. | 220 | $202.0K | 0.13% | +220 | New |
| Hemenway Trust Co LLC | 220 | $202.0K | 0.02% | +220 | New |
| Magellan Asset Management Ltd | 221 | $203.0K | 0.00% | +15+7.3% | Added |
| CVA Family Office, LLC | 221 | $203.0K | 0.06% | +121+121.0% | Added |
| Patron Partners Advisors, LLC | 222 | $204.0K | 0.15% | +222 | New |
| TCG Advisory Services, LLC | 222 | $204.0K | 0.06% | +222 | New |
| Cape Cod Five Cents Savings Bank | 223 | $205.0K | 0.02% | +223 | New |
| Successful Portfolios LLC | 224 | $206.0K | 0.12% | +224 | New |
| Penobscot Investment Management Company, Inc. | 225 | $207.0K | 0.03% | +225 | New |
| Heritage Way Advisors, LLC | 225 | $207.0K | 0.09% | +225 | New |
| TD Private Client Wealth LLC | 227 | $208.8K | 0.01% | +14+6.6% | Added |
| Meritage Portfolio Management | 229 | $211.0K | 0.01% | +229 | New |
| IFG Advisory, LLC | 233 | $214.0K | 0.02% | +233 | New |
| 55I, LLC | 233 | $214.0K | 0.01% | +233 | New |
| BerganKDV Wealth Management, LLC | 234 | $215.0K | 0.03% | +200+588.2% | Added |
| BT Wealth Management LLC | 234 | $215.0K | 0.07% | +234 | New |
| Wealth Management Partners, LLC | 235 | $216.0K | 0.15% | +235 | New |
| Belpointe Asset Management LLC | 236 | $217.0K | 0.02% | +44+22.9% | Added |
| Stock Yards Bank & Trust Co | 236 | $217.0K | 0.01% | +236 | New |
| First Midwest Bank Trust Division | 236 | $217.0K | 0.03% | +236 | New |
| Fulton Bank, N.A. | 238 | $219.0K | 0.01% | +238 | New |
| Prio Wealth Limited Partnership | 240 | $221.0K | 0.01% | +240 | New |
| Oxbow Advisors, LLC | 240 | $221.0K | 0.02% | +240 | New |
| Vontobel Swiss Wealth Advisors AG | 240 | $221.0K | 0.11% | +240 | New |
| Paragon Wealth Strategies, LLC | 242 | $223.0K | 0.06% | +242 | New |
| Kelly Lawrence W & Associates Inc | 244 | $224.0K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 244 | $224.0K | 0.07% | +244 | New |
| Tufton Capital Management | 245 | $225.0K | 0.04% | +245 | New |
| Avidian Wealth Solutions, LLC | 245 | $225.0K | 0.02% | +245 | New |
| Mizuho Securities Co. Ltd. | 247 | $228.0K | 0.04% | +8+3.3% | Added |
| Mather Group, LLC. | 248 | $228.0K | 0.01% | +248 | New |