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 |
|---|---|---|---|---|---|
| Sanford Advisory Services, LLC | 300 | $298.0K | 0.07% | +300 | New |
| Valmark Advisers, Inc. | 301 | $299.0K | 0.01% | +26+9.5% | Added |
| RDA Financial Network | 303 | $301.0K | 0.13% | +20+7.1% | Added |
| Arkadios Wealth Advisors | 304 | $302.0K | 0.04% | −26−7.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 307 | $305.0K | 0.08% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 306 | $305.0K | 0.10% | +5+1.7% | Added |
| Spectrum Management Group, LLC | 307 | $305.0K | 0.05% | +32+11.6% | Added |
| Altshuler Shaham Ltd | 307 | $307.0K | 0.00% | +307 | New |
| Farmers & Merchants Trust Co of Long Beach | 310 | $308.0K | 0.08% | −1−0.3% | Reduced |
| Evercore Wealth Management, LLC | 311 | $309.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 312 | $310.0K | 0.05% | −11−3.4% | Reduced |
| Belpointe Asset Management LLC | 314 | $312.0K | 0.02% | +78+33.1% | Added |
| Diversified, LLC | 315 | $313.0K | 0.17% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 315 | $313.0K | 0.12% | +15+5.0% | Added |
| Guyasuta Investment Advisors Inc | 316 | $314.0K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 320 | $318.0K | 0.01% | −1−0.3% | Reduced |
| Wade G W & Inc | 321 | $319.0K | 0.02% | +25+8.4% | Added |
| LexAurum Advisors, LLC | 322 | $320.0K | 0.09% | +3+0.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 324 | $322.0K | 0.02% | +34+11.7% | Added |
| Ipswich Investment Management Co., Inc. | 325 | $323.0K | 0.08% | +10+3.2% | Added |
| Accredited Investors Inc. | 326 | $324.0K | 0.04% | +5+1.6% | Added |
| Barings LLC | 328 | $326.0K | 0.01% | −360−52.3% | Reduced |
| Boston Family Office LLC | 328 | $326.0K | 0.02% | −20−5.7% | Reduced |
| AIMZ Investment Advisors, LLC | 330 | $328.0K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 330 | $328.0K | 0.06% | +3+0.9% | Added |
| Eastover Investment Advisors LLC | 333 | $331.0K | 0.22% | +333 | New |
| Altfest L J & Co Inc | 334 | $332.0K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 335 | $333.0K | 0.06% | −51−13.2% | Reduced |
| Great Diamond Partners, LLC | 335 | $333.0K | 0.09% | −3−0.9% | Reduced |
| Geller Advisors LLC | 337 | $335.0K | 0.07% | −18−5.1% | Reduced |
| Hall Capital Management Co Inc | 337 | $335.0K | 0.21% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 337 | $335.0K | 0.13% | +3+0.9% | Added |
| McKinley Carter Wealth Services, Inc. | 339 | $337.0K | 0.03% | −6−1.7% | Reduced |
| Acropolis Investment Management, LLC | 343 | $339.0K | 0.04% | +28+8.9% | Added |
| Palisade Asset Management, LLC | 343 | $341.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,029 | $346.0K | 0.05% | +671+187.4% | Added |
| Visionary Wealth Advisors | 348 | $346.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 350 | $348.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 350 | $348.0K | 0.06% | −22−5.9% | Reduced |
| Values First Advisors, Inc. | 352 | $350.0K | 0.23% | −46−11.6% | Reduced |
| International Assets Investment Management, LLC | 354 | $352.0K | 0.06% | +354 | New |
| TRUE Private Wealth Advisors | 356 | $353.0K | 0.05% | −1−0.3% | Reduced |
| Ballentine Partners, LLC | 356 | $354.0K | 0.01% | +3+0.8% | Added |
| We Are One Seven, LLC | 979 | $354.0K | 0.04% | +979 | New |
| Vaughan David Investments LLC | 359 | $357.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 360 | $357.9K | 0.18% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,086 | $358.0K | 0.11% | +724+200.0% | Added |
| Encompass Wealth Advisors, LLC | 363 | $360.0K | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 364 | $362.0K | 0.02% | −39−9.7% | Reduced |
| Fulton Bank, N.A. | 366 | $364.0K | 0.02% | +128+53.8% | Added |
| Greytown Advisors Inc. | 367 | $365.0K | 0.16% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 368 | $366.0K | 0.03% | +68+22.7% | Added |
| Rehmann Capital Advisory Group | 369 | $366.8K | 0.03% | −26−6.6% | Reduced |
| Dynamic Advisor Solutions LLC | 369 | $367.0K | 0.03% | +80+27.7% | Added |
| Parcion Private Wealth LLC | 1,073 | $368.0K | 0.03% | +1,073 | New |
| Crestwood Advisors Group LLC | 372 | $370.0K | 0.01% | −6−1.6% | Reduced |
| Quantamental Technologies LLC | 373 | $371.0K | 0.25% | +373 | New |
| Systematic Alpha Investments, LLC | 1,035 | $374.0K | 0.02% | +1,035 | New |
| Homrich & Berg | 378 | $376.0K | 0.01% | −4−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 379 | $377.0K | 0.02% | +16+4.4% | Added |
| Amica Retiree Medical Trust | 380 | $378.0K | 0.34% | −169−30.8% | Reduced |
| Gamble Jones Investment Counsel | 380 | $378.0K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 380 | $378.0K | 0.05% | +4+1.1% | Added |
| C M Bidwell & Associates Ltd | 381 | $379.0K | 0.25% | −3−0.8% | Reduced |
| Summit Trail Advisors, LLC | 381 | $379.0K | 0.03% | +58+18.0% | Added |
| Principle Wealth Partners LLC | 382 | $380.0K | 0.04% | +25+7.0% | Added |
| Norris Perne & French LLP | 383 | $381.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 385 | $383.0K | 0.05% | −32−7.7% | Reduced |
| Rossmore Private Capital | 385 | $383.0K | 0.07% | +10+2.7% | Added |
| Crawford Investment Counsel Inc | 386 | $384.0K | 0.01% | +9+2.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 388 | $385.0K | 0.05% | +7+1.8% | Added |
| Advisors Capital Management, LLC | 389 | $387.0K | 0.01% | +5+1.3% | Added |
| Veracity Capital LLC | 389 | $387.0K | 0.17% | +389 | New |
| Capital Investment Advisory Services, LLC | 390 | $388.0K | 0.05% | +20+5.4% | Added |
| IFP Advisors, Inc | 392 | $391.0K | 0.01% | −108−21.6% | Reduced |
| BSW Wealth Partners | 393 | $391.0K | 0.11% | −7−1.8% | Reduced |
| Convergence Investment Partners, LLC | 393 | $391.0K | 0.21% | +393 | New |
| WESPAC Advisors, LLC | 393 | $391.0K | 0.24% | +393 | New |
| Boston Common Asset Management, LLC | 395 | $393.0K | 0.02% | +3+0.8% | Added |
| Heritage Wealth Management, LLC | 395 | $393.0K | 0.14% | +30+8.2% | Added |
| Clare Market Investments LLC | 396 | $393.7K | 0.12% | +17+4.5% | Added |
| Blueshift Asset Management, LLC | 398 | $396.0K | 0.02% | −72−15.3% | Reduced |
| LVW Advisors, LLC | 398 | $396.0K | 0.07% | +60+17.8% | Added |
| Castleark Management LLC | 400 | $398.0K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 400 | $398.0K | 0.14% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 400 | $398.0K | 0.36% | +54+15.6% | Added |
| CastleArk Alternatives, LLC | 400 | $398.0K | 0.02% | +400 | New |
| TrinityPoint Wealth, LLC | 404 | $402.0K | 0.08% | +404 | New |
| Sittner & Nelson, LLC | 405 | $403.0K | 0.26% | 00.0% | Unchanged |
| Summit Financial, LLC | 411 | $408.6K | 0.04% | +411 | New |
| First National Bank of Hutchinson | 415 | $413.0K | 0.23% | +2+0.5% | Added |
| Aries Wealth Management | 417 | $415.0K | 0.18% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 417 | $415.0K | 0.13% | +5+1.2% | Added |
| Griffin Asset Management, Inc. | 418 | $416.0K | 0.05% | −21−4.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 419 | $417.0K | 0.04% | −2−0.5% | Reduced |
| Beacon Financial Group | 421 | $418.0K | 0.06% | +421 | New |
| Colony Group LLC | 422 | $420.0K | 0.01% | −46−9.8% | Reduced |
| ZWJ Investment Counsel Inc | 422 | $420.0K | 0.02% | +47+12.5% | Added |
| KMG Fiduciary Partners, LLC | 422 | $420.0K | 0.07% | +422 | New |
| Hilltop Holdings Inc. | 425 | $422.0K | 0.05% | +425 | New |