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, Q3 2021
Institutional positions in Intuitive Surgical Inc as of Sep 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
- 1,375
- +69 vs. Q2 2021
- Shares held
- 106.9M
- +6.22M (+6.2%) vs. Q2 2021
- Total value
- $98.7B
- +$6.15B (+6.6%) vs. Q2 2021
- New holders
- 132
- 562 more added
- Sold out
- 63
- 441 more reduced
17 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 216 | $215.0K | 0.07% | +216 | New |
| Hemenway Trust Co LLC | 218 | $217.0K | 0.02% | −2−0.9% | Reduced |
| Essex Private Wealth Management, LLC | 220 | $219.0K | 0.20% | −35−13.7% | Reduced |
| Five Oceans Advisors | 221 | $220.0K | 0.25% | +221 | New |
| First Affirmative Financial Network | 222 | $221.0K | 0.23% | +222 | New |
| Successful Portfolios LLC | 224 | $223.0K | 0.13% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 224 | $223.0K | 0.02% | +1+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 225 | $224.0K | 0.03% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 225 | $224.0K | 0.09% | 00.0% | Unchanged |
| 55I, LLC | 226 | $225.0K | 0.01% | −7−3.0% | Reduced |
| TD Private Client Wealth LLC | 228 | $226.7K | 0.01% | +1+0.4% | Added |
| Bremer Bank National Association | 228 | $227.0K | 0.04% | −44−16.2% | Reduced |
| Capital Wealth Planning, LLC | 229 | $228.0K | 0.01% | −53−18.8% | Reduced |
| Meritage Portfolio Management | 229 | $228.0K | 0.01% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 231 | $229.0K | 0.02% | +231 | New |
| Pinebridge Investments, L.P. | 231 | $230.0K | 0.00% | −15,265−98.5% | Reduced |
| UMA Financial Services, Inc. | 695 | $230.0K | 0.06% | +695 | New |
| TCG Advisory Services, LLC | 233 | $232.0K | 0.06% | +11+5.0% | Added |
| Point72 Hong Kong Ltd | 233 | $232.0K | 0.02% | +233 | New |
| Chesapeake Wealth Management | 234 | $233.0K | 0.08% | −25−9.7% | Reduced |
| Wealth Management Partners, LLC | 234 | $233.0K | 0.17% | −1−0.4% | Reduced |
| BT Wealth Management LLC | 234 | $233.0K | 0.07% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 236 | $234.0K | 0.17% | +14+6.3% | Added |
| First National Bank of Omaha | 235 | $234.0K | 0.01% | +235 | New |
| Tdam USA Inc. | 236 | $235.0K | 0.02% | −35−12.9% | Reduced |
| Stock Yards Bank & Trust Co | 236 | $235.0K | 0.01% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 236 | $235.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 237 | $236.0K | 0.03% | +237 | New |
| Mather Group, LLC. | 238 | $237.0K | 0.01% | −10−4.0% | Reduced |
| Freedman Financial Associates, Inc. | 240 | $239.0K | 0.17% | −24−9.1% | Reduced |
| Prio Wealth Limited Partnership | 240 | $239.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 242 | $241.0K | 0.05% | −8−3.2% | Reduced |
| Paragon Wealth Strategies, LLC | 242 | $241.0K | 0.06% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 242 | $241.0K | 0.15% | +242 | New |
| Intersect Capital LLC | 243 | $242.0K | 0.04% | +243 | New |
| Legacy Financial Advisors, Inc. | 243 | $242.0K | 0.06% | +243 | New |
| Tufton Capital Management | 245 | $243.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 244 | $243.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 699 | $245.0K | 0.02% | +466+200.0% | Added |
| QCM Cayman, Ltd. | 246 | $245.0K | 0.67% | +246 | New |
| Howard Financial Services, Ltd. | 247 | $246.0K | 0.09% | −3−1.2% | Reduced |
| IFG Advisory, LLC | 248 | $246.0K | 0.03% | +15+6.4% | Added |
| Fox Run Management, L.L.C. | 247 | $246.0K | 0.15% | +247 | New |
| Regent Peak Wealth Advisors LLC | 248 | $247.0K | 0.07% | +5+2.1% | Added |
| Dodge & Cox | 249 | $248.0K | 0.00% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 250 | $249.0K | 0.08% | −1−0.4% | Reduced |
| Fiducient Advisors LLC | 250 | $249.0K | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 252 | $251.0K | 0.03% | +18+7.7% | Added |
| Magnus Financial Group LLC | 254 | $253.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 766 | $254.0K | 0.01% | +42+5.8% | Added |
| Exane Derivatives | 257 | $255.5K | 0.06% | −9−3.4% | Reduced |
| Symphony Financial, Ltd. Co. | 258 | $256.0K | 0.09% | −34−11.6% | Reduced |
| Greenline Partners, LLC | 258 | $256.0K | 0.05% | 00.0% | Unchanged |
| People's United Financial, Inc. | 257 | $256.0K | 0.01% | +5+2.0% | Added |
| Mutual Advisors, LLC | 259 | $257.0K | 0.02% | +259 | New |
| Avidian Wealth Solutions, LLC | 263 | $261.0K | 0.02% | +18+7.3% | Added |
| Bridgefront Capital, LLC | 265 | $263.0K | 0.27% | +265 | New |
| Aaron Wealth Advisors | 266 | $264.0K | 0.07% | +22+9.0% | Added |
| State of Wyoming | 267 | $265.0K | 0.17% | −41−13.3% | Reduced |
| Credit Agricole S A | 802 | $266.0K | 0.01% | −4,865−85.8% | Reduced |
| Holderness Investments Co | 268 | $266.0K | 0.09% | +8+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 270 | $268.0K | 0.03% | −96−26.2% | Reduced |
| Childress Capital Advisors, LLC | 274 | $269.0K | 0.11% | +15+5.8% | Added |
| Americana Partners, LLC | 272 | $270.0K | 0.07% | +272 | New |
| Coastal Investment Advisors, Inc. | 274 | $272.0K | 0.06% | −3−1.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 274 | $272.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 273 | $272.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 279 | $277.0K | 0.02% | +279 | New |
| Wesbanco Bank Inc | 281 | $279.0K | 0.01% | −2,414−89.6% | Reduced |
| Integrated Investment Consultants, LLC | 281 | $279.0K | 0.08% | +281 | New |
| Integrated Advisors Network LLC | 282 | $280.0K | 0.02% | +6+2.2% | Added |
| West Family Investments, Inc. | 282 | $280.0K | 0.07% | +282 | New |
| 9258 Wealth Management, LLC | 283 | $281.0K | 0.08% | +31+12.3% | Added |
| Transcend Wealth Collective, LLC | 806 | $281.0K | 0.03% | +806 | New |
| Associated Banc-Corp | 284 | $282.0K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 285 | $283.0K | 0.06% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 287 | $285.0K | 0.03% | +20+7.5% | Added |
| Goepper Burkhardt LLC | 288 | $286.0K | 0.18% | 00.0% | Unchanged |
| Pachira Investments Inc. | 288 | $286.0K | 0.20% | +288 | New |
| Westwood Holdings Group Inc. | 869 | $288.0K | 0.00% | −66−7.1% | Reduced |
| Cobblestone Capital Advisors LLC | 292 | $290.0K | 0.02% | −79−21.3% | Reduced |
| MONECO Advisors, LLC | 292 | $290.0K | 0.11% | +28+10.6% | Added |
| Level Four Advisory Services, LLC | 293 | $291.0K | 0.03% | +12+4.3% | Added |
| Brandywine Oak Private Wealth LLC | 294 | $292.0K | 0.03% | −9−3.0% | Reduced |
| Adviser Investments LLC | 294 | $292.0K | 0.02% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 297 | $295.0K | 0.12% | −18−5.7% | Reduced |
| Midwest Professional Planners, LTD. | 298 | $296.0K | 0.16% | +3+1.0% | Added |
| Parkside Investments, LLC | 300 | $298.0K | 0.06% | −100−25.0% | Reduced |
| Clarus Group, Inc. | 300 | $298.0K | 0.21% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 300 | $298.0K | 0.01% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 300 | $298.0K | 0.07% | 00.0% | Unchanged |
| Burney Co | 300 | $298.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 300 | $298.0K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 300 | $298.0K | 0.22% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 300 | $298.0K | 0.03% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 300 | $298.0K | 0.04% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 300 | $298.0K | 0.06% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 300 | $298.0K | 0.11% | 00.0% | Unchanged |
| Caas Capital Management LP | 300 | $298.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 300 | $298.0K | 0.02% | +300 | New |