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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 700 | $643.9K | 0.25% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 700 | $644.0K | 0.05% | +700 | New |
| KG&L Capital Management,LLC | 701 | $645.0K | 0.29% | −131−15.7% | Reduced |
| Legacy Wealth Management, LLC | 705 | $648.3K | 0.36% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 708 | $651.0K | 0.07% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 710 | $653.0K | 0.04% | −49−6.5% | Reduced |
| Cannell Peter B & Co Inc | 710 | $653.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 719 | $661.0K | 0.09% | −108−13.1% | Reduced |
| Ausdal Financial Partners, Inc. | 720 | $662.0K | 0.10% | −98−12.0% | Reduced |
| Horizon Investments, LLC | 724 | $666.0K | 0.02% | +19+2.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 725 | $667.0K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 727 | $669.0K | 0.10% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 746 | $686.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 748 | $688.0K | 0.07% | −5−0.7% | Reduced |
| Dakota Wealth Management | 751 | $690.0K | 0.08% | −1−0.1% | Reduced |
| Harrington Investments, INC | 752 | $692.0K | 0.41% | +28+3.9% | Added |
| Ziegler Capital Management, LLC | 758 | $697.0K | 0.02% | +18+2.4% | Added |
| Dana Investment Advisors, Inc. | 770 | $708.0K | 0.03% | −38−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 772 | $709.7K | 0.01% | −161−17.3% | Reduced |
| Mark Stevens | 775 | $713.0K | 0.08% | −25−3.1% | Reduced |
| Joel Isaacson & Co., LLC | 775 | $713.0K | 0.06% | +20+2.6% | Added |
| GoalVest Advisory LLC | 782 | $719.0K | 0.45% | −229−22.7% | Reduced |
| Ancora Advisors, LLC | 784 | $721.0K | 0.02% | +8+1.0% | Added |
| Auxano Advisors, LLC | 786 | $723.0K | 0.33% | +786 | New |
| Partners Capital Investment Group, LLP | 789 | $726.0K | 0.03% | −1,987−71.6% | Reduced |
| Heartland Bank & Trust Co | 794 | $730.0K | 0.67% | −341−30.0% | Reduced |
| Diligent Investors, LLC | 807 | $742.0K | 0.25% | +111+15.9% | Added |
| Strategic Blueprint, LLC | 813 | $748.0K | 0.12% | +377+86.5% | Added |
| Beacon Investment Advisory Services, Inc. | 816 | $750.0K | 0.03% | +104+14.6% | Added |
| Park National Corp | 819 | $753.0K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 825 | $759.0K | 0.39% | +108+15.1% | Added |
| Ashton Thomas Private Wealth, LLC | 834 | $767.0K | 0.12% | −302−26.6% | Reduced |
| Cerity Partners LLC | 841 | $773.0K | 0.02% | +15+1.8% | Added |
| Private Portfolio Partners LLC | 848 | $779.9K | 0.23% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 848 | $780.0K | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 849 | $782.0K | 0.02% | −30−3.4% | Reduced |
| Comgest Global Investors S.A.S. | 850 | $782.0K | 0.01% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 852 | $784.0K | 0.03% | +9+1.1% | Added |
| Community Capital Management, Inc. | 854 | $785.0K | 0.79% | 00.0% | Unchanged |
| CNB Bank | 856 | $788.0K | 0.49% | +90+11.7% | Added |
| J.W. Cole Advisors, Inc. | 859 | $790.0K | 0.06% | +78+10.0% | Added |
| Michael B. Yongue | 862 | $793.0K | 0.58% | −3−0.3% | Reduced |
| WMS Partners, LLC | 863 | $794.0K | 0.12% | 00.0% | Unchanged |
| Field & Main Bank | 871 | $801.0K | 0.51% | +27+3.2% | Added |
| Raymond James Trust N.A. | 875 | $804.0K | 0.03% | +34+4.0% | Added |
| Lumature Wealth Partners, LLC | 880 | $809.0K | 0.33% | +43+5.1% | Added |
| Polaris Wealth Advisory Group, LLC | 874 | $811.0K | 0.05% | +72+9.0% | Added |
| Weld Capital Management LLC | 895 | $823.0K | 0.83% | −436−32.8% | Reduced |
| EMC Capital Management | 800 | $824.0K | 0.47% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 900 | $828.0K | 0.29% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 902 | $830.0K | 0.27% | +216+31.5% | Added |
| CAPROCK Group, Inc. | 905 | $832.0K | 0.08% | +126+16.2% | Added |
| Trust Co of Virginia | 905 | $833.0K | 0.09% | 00.0% | Unchanged |
| Smith, Salley & Associates | 906 | $834.0K | 0.07% | +6+0.7% | Added |
| Strategic Wealth Partners, Ltd. | 919 | $845.0K | 0.28% | +52+6.0% | Added |
| Wrapmanager Inc | 929 | $854.0K | 0.22% | +13+1.4% | Added |
| Howard Capital Management Group, LLC | 929 | $854.0K | 0.08% | +204+28.1% | Added |
| Columbia Trust Co 01012016 | 932 | $857.0K | 0.49% | +37+4.1% | Added |
| Westwood Holdings Group Inc. | 935 | $860.0K | 0.01% | −400−30.0% | Reduced |
| 17 Capital Partners, LLC | 943 | $867.0K | 0.81% | +943 | New |
| Harvest Fund Management Co., Ltd | 942 | $873.0K | 0.09% | +56+6.3% | Added |
| HighPoint Advisor Group LLC | 949 | $873.0K | 0.09% | +240+33.9% | Added |
| PAX Financial Group, LLC | 956 | $879.0K | 0.22% | +215+29.0% | Added |
| Sunbelt Securities, Inc. | 927 | $881.0K | 0.16% | +13+1.4% | Added |
| Clarius Group, LLC | 959 | $882.0K | 0.08% | +1+0.1% | Added |
| Quilter Plc | 964 | $887.0K | 0.03% | −133−12.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 937 | $892.0K | 0.41% | −35−3.6% | Reduced |
| Signaturefd, LLC | 973 | $895.0K | 0.04% | +146+17.7% | Added |
| Flagship Harbor Advisors, LLC | 974 | $896.0K | 0.10% | −29−2.9% | Reduced |
| Comerica Securities,inc. | 977 | $898.0K | 0.07% | +275+39.2% | Added |
| Institute for Wealth Management, LLC. | 979 | $900.0K | 0.16% | +29+3.1% | Added |
| Essex Financial Services, Inc. | 979 | $900.0K | 0.13% | +979 | New |
| Tokio Marine Asset Management Co Ltd | 986 | $907.0K | 0.08% | +131+15.3% | Added |
| Winton Group Ltd | 994 | $914.0K | 0.05% | +293+41.8% | Added |
| K.J. Harrison & Partners Inc | 1,000 | $920.0K | 0.13% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 1,003 | $922.0K | 0.10% | +18+1.8% | Added |
| Checchi Capital Advisers, LLC | 1,013 | $932.0K | 0.12% | −23−2.2% | Reduced |
| SkyOak Wealth, LLC | 1,015 | $933.0K | 0.25% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,017 | $935.0K | 0.21% | −336−24.8% | Reduced |
| MAI Capital Management | 1,017 | $935.0K | 0.02% | +239+30.7% | Added |
| Segment Wealth Management, LLC | 1,018 | $936.0K | 0.11% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 1,018 | $936.0K | 0.32% | +3+0.3% | Added |
| Personal Cfo Solutions, LLC | 1,026 | $944.0K | 0.19% | −71−6.5% | Reduced |
| First Citizens Bank & Trust Co | 1,034 | $951.0K | 0.05% | −2,232−68.3% | Reduced |
| Chicago Partners Investment Group LLC | 990 | $956.0K | 0.07% | −14−1.4% | Reduced |
| Trexquant Investment LP | 1,041 | $957.0K | 0.08% | −5,295−83.6% | Reduced |
| Spouting Rock Asset Management, LLC | 1,048 | $964.0K | 0.30% | +1,048 | New |
| Bluestein R H & Co | 1,052 | $967.0K | 0.04% | −102−8.8% | Reduced |
| Golden State Wealth Management, LLC | 1,054 | $969.0K | 0.21% | +701+198.6% | Added |
| Perennial Investment Advisors, LLC | 1,060 | $975.0K | 0.36% | +5+0.5% | Added |
| Trust Asset Management LLC | 1,060 | $975.0K | 0.13% | +118+12.5% | Added |
| Brighton Jones LLC | 1,064 | $978.0K | 0.05% | +3+0.3% | Added |
| Chicago Trust Co NA | 1,082 | $995.0K | 0.24% | +1,082 | New |
| Stratos Wealth Partners, LTD. | 1,083 | $996.0K | 0.02% | +11+1.0% | Added |
| Tiemann Investment Advisors, LLC | 1,089 | $1.00M | 0.47% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,096 | $1.01M | 0.05% | +4+0.4% | Added |
| Davy Global Fund Management Ltd | 1,106 | $1.02M | 0.16% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 1,109 | $1.02M | 0.70% | +100+9.9% | Added |
| Minot Wealth Management LLC | 1,067 | $1.02M | 0.22% | +252+30.9% | Added |
| Landscape Capital Management, L.L.C. | 1,111 | $1.02M | 0.12% | −3,988−78.2% | Reduced |