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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 1,241 | $1.14M | 0.21% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,235 | $1.14M | 0.02% | +143+13.1% | Added |
| Welch & Forbes LLC | 1,230 | $1.13M | 0.02% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 1,225 | $1.13M | 0.39% | +1,225 | New |
| USA Financial Portformulas Corp | 1,218 | $1.12M | 0.94% | −65−5.1% | Reduced |
| Parallel Advisors, LLC | 1,211 | $1.11M | 0.05% | +150+14.1% | Added |
| Sequoia Financial Advisors, LLC | 1,208 | $1.11M | 0.04% | +24+2.0% | Added |
| Cim Investment Mangement Inc | 1,205 | $1.11M | 0.34% | −34−2.7% | Reduced |
| KCM Investment Advisors LLC | 1,202 | $1.10M | 0.04% | +27+2.3% | Added |
| Institutional & Family Asset Management, LLC | 1,200 | $1.10M | 0.18% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 1,184 | $1.09M | 0.08% | +140+13.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,183 | $1.09M | 0.83% | −4−0.3% | Reduced |
| Boston Financial Mangement LLC | 1,181 | $1.09M | 0.04% | −55−4.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,180 | $1.08M | 0.38% | 00.0% | Unchanged |
| Brandywine Managers, LLC | 1,165 | $1.07M | 1.22% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,081 | $1.07M | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,069 | $1.06M | 0.24% | −21−1.9% | Reduced |
| Voya Financial Advisors, Inc. | 1,139 | $1.05M | 0.14% | −3,188−73.7% | Reduced |
| BIT Capital GmbH | 1,125 | $1.03M | 0.06% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,120 | $1.03M | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 1,115 | $1.02M | 0.04% | −109−8.9% | Reduced |
| Argent Trust Co | 1,115 | $1.02M | 0.07% | +76+7.3% | Added |
| Landscape Capital Management, L.L.C. | 1,111 | $1.02M | 0.12% | −3,988−78.2% | Reduced |
| Minot Wealth Management LLC | 1,067 | $1.02M | 0.22% | +252+30.9% | Added |
| Conway Capital Management, Inc. | 1,109 | $1.02M | 0.70% | +100+9.9% | Added |
| Davy Global Fund Management Ltd | 1,106 | $1.02M | 0.16% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,096 | $1.01M | 0.05% | +4+0.4% | Added |
| Tiemann Investment Advisors, LLC | 1,089 | $1.00M | 0.47% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,083 | $996.0K | 0.02% | +11+1.0% | Added |
| Chicago Trust Co NA | 1,082 | $995.0K | 0.24% | +1,082 | New |
| Brighton Jones LLC | 1,064 | $978.0K | 0.05% | +3+0.3% | 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 |
| Golden State Wealth Management, LLC | 1,054 | $969.0K | 0.21% | +701+198.6% | Added |
| Bluestein R H & Co | 1,052 | $967.0K | 0.04% | −102−8.8% | Reduced |
| Spouting Rock Asset Management, LLC | 1,048 | $964.0K | 0.30% | +1,048 | New |
| Trexquant Investment LP | 1,041 | $957.0K | 0.08% | −5,295−83.6% | Reduced |
| Chicago Partners Investment Group LLC | 990 | $956.0K | 0.07% | −14−1.4% | Reduced |
| First Citizens Bank & Trust Co | 1,034 | $951.0K | 0.05% | −2,232−68.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,026 | $944.0K | 0.19% | −71−6.5% | Reduced |
| 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 |
| 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 |
| SkyOak Wealth, LLC | 1,015 | $933.0K | 0.25% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,013 | $932.0K | 0.12% | −23−2.2% | Reduced |
| B. Riley Wealth Management, Inc. | 1,003 | $922.0K | 0.10% | +18+1.8% | Added |
| K.J. Harrison & Partners Inc | 1,000 | $920.0K | 0.13% | 00.0% | Unchanged |
| Winton Group Ltd | 994 | $914.0K | 0.05% | +293+41.8% | Added |
| Tokio Marine Asset Management Co Ltd | 986 | $907.0K | 0.08% | +131+15.3% | 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 |
| Comerica Securities,inc. | 977 | $898.0K | 0.07% | +275+39.2% | Added |
| Flagship Harbor Advisors, LLC | 974 | $896.0K | 0.10% | −29−2.9% | Reduced |
| Signaturefd, LLC | 973 | $895.0K | 0.04% | +146+17.7% | Added |
| Mountain Capital Investment Advisors, Inc | 937 | $892.0K | 0.41% | −35−3.6% | Reduced |
| Quilter Plc | 964 | $887.0K | 0.03% | −133−12.1% | Reduced |
| Clarius Group, LLC | 959 | $882.0K | 0.08% | +1+0.1% | Added |
| Sunbelt Securities, Inc. | 927 | $881.0K | 0.16% | +13+1.4% | Added |
| PAX Financial Group, LLC | 956 | $879.0K | 0.22% | +215+29.0% | Added |
| 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 |
| 17 Capital Partners, LLC | 943 | $867.0K | 0.81% | +943 | New |
| Westwood Holdings Group Inc. | 935 | $860.0K | 0.01% | −400−30.0% | Reduced |
| Columbia Trust Co 01012016 | 932 | $857.0K | 0.49% | +37+4.1% | 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 |
| Strategic Wealth Partners, Ltd. | 919 | $845.0K | 0.28% | +52+6.0% | Added |
| Smith, Salley & Associates | 906 | $834.0K | 0.07% | +6+0.7% | Added |
| Trust Co of Virginia | 905 | $833.0K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 905 | $832.0K | 0.08% | +126+16.2% | Added |
| Jackson Square Capital, LLC | 902 | $830.0K | 0.27% | +216+31.5% | Added |
| Stone Run Capital, LLC | 900 | $828.0K | 0.29% | 00.0% | Unchanged |
| EMC Capital Management | 800 | $824.0K | 0.47% | 00.0% | Unchanged |
| Weld Capital Management LLC | 895 | $823.0K | 0.83% | −436−32.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 874 | $811.0K | 0.05% | +72+9.0% | Added |
| Lumature Wealth Partners, LLC | 880 | $809.0K | 0.33% | +43+5.1% | Added |
| Raymond James Trust N.A. | 875 | $804.0K | 0.03% | +34+4.0% | Added |
| Field & Main Bank | 871 | $801.0K | 0.51% | +27+3.2% | Added |
| WMS Partners, LLC | 863 | $794.0K | 0.12% | 00.0% | Unchanged |
| Michael B. Yongue | 862 | $793.0K | 0.58% | −3−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 859 | $790.0K | 0.06% | +78+10.0% | Added |
| CNB Bank | 856 | $788.0K | 0.49% | +90+11.7% | Added |
| Community Capital Management, Inc. | 854 | $785.0K | 0.79% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 852 | $784.0K | 0.03% | +9+1.1% | Added |
| 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 |
| Sound View Wealth Advisors Group, LLC | 848 | $780.0K | 0.16% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 848 | $779.9K | 0.23% | 00.0% | Unchanged |
| Cerity Partners LLC | 841 | $773.0K | 0.02% | +15+1.8% | Added |
| Ashton Thomas Private Wealth, LLC | 834 | $767.0K | 0.12% | −302−26.6% | Reduced |
| GYL Financial Synergies, LLC | 825 | $759.0K | 0.39% | +108+15.1% | Added |
| Park National Corp | 819 | $753.0K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 816 | $750.0K | 0.03% | +104+14.6% | Added |
| Strategic Blueprint, LLC | 813 | $748.0K | 0.12% | +377+86.5% | Added |
| Diligent Investors, LLC | 807 | $742.0K | 0.25% | +111+15.9% | Added |
| Heartland Bank & Trust Co | 794 | $730.0K | 0.67% | −341−30.0% | Reduced |
| Partners Capital Investment Group, LLP | 789 | $726.0K | 0.03% | −1,987−71.6% | Reduced |
| Auxano Advisors, LLC | 786 | $723.0K | 0.33% | +786 | New |
| Ancora Advisors, LLC | 784 | $721.0K | 0.02% | +8+1.0% | Added |