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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 782 | $719.0K | 0.45% | −229−22.7% | 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 |
| Federation des caisses Desjardins du Quebec | 772 | $709.7K | 0.01% | −161−17.3% | Reduced |
| Dana Investment Advisors, Inc. | 770 | $708.0K | 0.03% | −38−4.7% | Reduced |
| Ziegler Capital Management, LLC | 758 | $697.0K | 0.02% | +18+2.4% | Added |
| Harrington Investments, INC | 752 | $692.0K | 0.41% | +28+3.9% | Added |
| Dakota Wealth Management | 751 | $690.0K | 0.08% | −1−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 748 | $688.0K | 0.07% | −5−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 746 | $686.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 727 | $669.0K | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 725 | $667.0K | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 724 | $666.0K | 0.02% | +19+2.7% | Added |
| Ausdal Financial Partners, Inc. | 720 | $662.0K | 0.10% | −98−12.0% | Reduced |
| Harbor Investment Advisory, LLC | 719 | $661.0K | 0.09% | −108−13.1% | Reduced |
| 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 |
| Endurance Wealth Management, Inc. | 708 | $651.0K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 705 | $648.3K | 0.36% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 701 | $645.0K | 0.29% | −131−15.7% | Reduced |
| Hillsdale Investment Management Inc. | 700 | $644.0K | 0.05% | +700 | New |
| Archer Investment Corp | 700 | $643.9K | 0.25% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 696 | $640.0K | 0.14% | +24+3.6% | Added |
| Central Trust Co | 696 | $640.0K | 0.02% | +30+4.5% | Added |
| Frontier Wealth Management LLC | 696 | $640.0K | 0.04% | +73+11.7% | Added |
| First National Trust Co | 693 | $637.0K | 0.04% | +2+0.3% | Added |
| Integrated Wealth Concepts LLC | 692 | $636.0K | 0.02% | +29+4.4% | Added |
| Evergreen Capital Management LLC | 692 | $636.0K | 0.03% | +91+15.1% | Added |
| Benedetti & Gucer, Inc. | 691 | $635.0K | 0.57% | +35+5.3% | Added |
| Fukoku Mutual Life Insurance Co | 689 | $634.0K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 689 | $634.0K | 0.11% | +76+12.4% | Added |
| Barings LLC | 688 | $633.0K | 0.01% | −52−7.0% | Reduced |
| Weather Gauge Advisory, LLC | 687 | $632.0K | 0.74% | 00.0% | Unchanged |
| HYA Advisors, Inc | 686 | $631.0K | 0.26% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 708 | $630.0K | 0.09% | −58−7.6% | Reduced |
| Triasima Portfolio Management inc. | 683 | $628.0K | 0.03% | +5+0.7% | Added |
| Moseley Investment Management Inc | 683 | $628.0K | 0.31% | +51+8.1% | Added |
| AIA Group Ltd | 669 | $624.0K | 0.04% | +274+69.4% | Added |
| Spears Abacus Advisors LLC | 670 | $616.0K | 0.04% | 00.0% | Unchanged |
| Fosun International Ltd | 660 | $608.0K | 0.04% | −5,440−89.2% | Reduced |
| HBK Sorce Advisory LLC | 656 | $603.0K | 0.03% | −19−2.8% | Reduced |
| Quadrant Capital Group LLC | 656 | $603.0K | 0.09% | +227+52.9% | Added |
| Foresight Wealth Management, LLC | 655 | $602.0K | 0.25% | +2+0.3% | Added |
| Manchester Capital Management LLC | 651 | $599.0K | 0.08% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 649 | $598.0K | 0.05% | +90+16.1% | Added |
| Paradigm Asset Management Co LLC | 650 | $597.8K | 0.15% | −100−13.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 646 | $594.0K | 0.07% | +170+35.7% | Added |
| Gryphon Financial Partners LLC | 806 | $590.0K | 0.14% | +19+2.4% | Added |
| Cypress Capital Group | 637 | $586.0K | 0.08% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 631 | $580.0K | 0.20% | +62+10.9% | Added |
| Copperwynd Financial, LLC | 628 | $578.0K | 0.25% | +87+16.1% | Added |
| GFG Capital, LLC | 627 | $577.0K | 0.17% | +10+1.6% | Added |
| Lindbrook Capital, LLC | 627 | $577.0K | 0.13% | +11+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 618 | $568.0K | 0.04% | +29+4.9% | Added |
| Bank Hapoalim BM | 616 | $566.0K | 0.07% | +47+8.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 615 | $565.6K | 0.67% | 00.0% | Unchanged |
| Avestar Capital, LLC | 605 | $556.0K | 0.11% | +1+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 606 | $556.0K | 0.06% | −102−14.4% | Reduced |
| Grove Bank & Trust | 602 | $554.0K | 0.12% | −9−1.5% | Reduced |
| Capital Investment Counsel, Inc | 600 | $552.0K | 0.12% | 00.0% | Unchanged |
| Navalign, LLC | 600 | $552.0K | 0.23% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 600 | $552.0K | 0.02% | +600 | New |
| Tower Bridge Advisors | 600 | $551.8K | 0.04% | +600 | New |
| First Heartland Consultants, Inc. | 599 | $551.0K | 0.08% | +19+3.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 593 | $545.0K | 0.02% | +54+10.0% | Added |
| Kovack Advisors, Inc. | 593 | $545.0K | 0.06% | +115+24.1% | Added |
| First Pacific Advisors, LP | 592 | $544.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 585 | $538.0K | 0.06% | +25+4.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 580 | $533.0K | 0.01% | −3,582−86.1% | Reduced |
| Meristem Family Wealth, LLC | 580 | $533.0K | 0.08% | −29−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 576 | $530.0K | 0.13% | +56+10.8% | Added |
| Anchor Investment Management, LLC | 569 | $523.3K | 0.07% | +53+10.3% | Added |
| Modera Wealth Management, LLC | 566 | $521.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 565 | $520.0K | 0.06% | −135−19.3% | Reduced |
| TSFG, LLC | 562 | $517.0K | 0.21% | +102+22.2% | Added |
| Moors & Cabot, Inc. | 561 | $516.0K | 0.04% | −10−1.8% | Reduced |
| Bellecapital International Ltd. | 561 | $516.0K | 0.16% | +10+1.8% | Added |
| Clean Yield Group | 561 | $516.0K | 0.19% | +36+6.9% | Added |
| Symmetry Partners, LLC | 558 | $513.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 557 | $512.0K | 0.09% | +57+11.4% | Added |
| Main Street Financial Solutions, LLC | 555 | $510.0K | 0.08% | +8+1.5% | Added |
| SFE Investment Counsel | 554 | $509.0K | 0.14% | −20−3.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 554 | $509.0K | 0.03% | +14+2.6% | Added |
| Waters Parkerson & Co., LLC | 551 | $507.0K | 0.03% | +16+3.0% | Added |
| Resources Management Corp | 550 | $506.0K | 0.07% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 549 | $505.0K | 0.32% | 00.0% | Unchanged |
| Financial Consulate, Inc | 549 | $505.0K | 0.18% | +118+27.4% | Added |
| Financial Consulate Inc. | 549 | $505.0K | 0.18% | +549 | New |
| Corbett Road Capital Management, LLC | 541 | $498.0K | 0.88% | −71−11.6% | Reduced |
| Matisse Capital | 541 | $498.0K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 217 | $496.0K | 0.02% | −228−51.2% | Reduced |
| WFA of San Diego, LLC | 535 | $492.0K | 0.38% | −10−1.8% | Reduced |
| Caldwell Trust Co | 531 | $488.3K | 0.06% | +1+0.2% | Added |
| Ellevest, Inc. | 529 | $486.0K | 0.05% | +94+21.6% | Added |
| Harbour Investments, Inc. | 527 | $485.0K | 0.02% | −24−4.4% | Reduced |
| Bank of Stockton | 525 | $483.0K | 0.15% | −5−0.9% | Reduced |
| Savant Capital, LLC | 523 | $481.0K | 0.02% | +4+0.8% | Added |
| First United Bank Trust | 522 | $480.0K | 0.20% | +42+8.8% | Added |
| Asset Management Corp | 520 | $478.0K | 0.31% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 518 | $476.0K | 0.12% | +3+0.6% | Added |