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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 425 | $423.0K | 0.16% | −25−5.6% | Reduced |
| Dearborn Partners LLC | 428 | $425.0K | 0.02% | +1+0.2% | Added |
| Kalos Management, Inc. | 998 | $426.0K | 0.12% | +604+153.3% | Added |
| Kercheville Advisors, LLC | 430 | $427.0K | 0.20% | −5−1.1% | Reduced |
| Circle Wealth Management, LLC | 436 | $433.0K | 0.06% | −45−9.4% | Reduced |
| Tectonic Advisors LLC | 436 | $433.0K | 0.08% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 436 | $433.0K | 0.04% | +6+1.4% | Added |
| Parsons Capital Management Inc | 438 | $435.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 438 | $435.0K | 0.10% | 00.0% | Unchanged |
| Vigilare Wealth Management | 438 | $435.0K | 0.27% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 439 | $436.0K | 0.25% | +1+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 439 | $436.0K | 0.02% | +439 | New |
| Blue Water Life Science Advisors, LLC | 440 | $437.0K | 0.14% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 442 | $439.0K | 0.02% | +110+33.1% | Added |
| Claret Asset Management Corp | 443 | $440.0K | 0.08% | −2−0.4% | Reduced |
| Davenport & Co LLC | 1,329 | $440.0K | 0.00% | +916+221.8% | Added |
| Cypress Capital Management LLC | 480 | $441.0K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,302 | $441.0K | 0.10% | +882+210.0% | Added |
| IVC Wealth Advisors LLC | 445 | $442.0K | 0.30% | 00.0% | Unchanged |
| TFC Financial Management | 451 | $448.0K | 0.15% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 451 | $449.0K | 0.07% | +18+4.2% | Added |
| NuWave Investment Management, LLC | 456 | $453.0K | 0.52% | +456 | New |
| EagleClaw Capital Managment, LLC | 465 | $462.0K | 0.12% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 468 | $465.0K | 0.30% | +9+2.0% | Added |
| First Business Financial Services, Inc. | 470 | $467.0K | 0.05% | +100+27.0% | Added |
| Donaldson Capital Management, LLC | 473 | $470.0K | 0.02% | −623−56.8% | Reduced |
| Biltmore Family Office, LLC | 474 | $471.0K | 0.11% | −21−4.2% | Reduced |
| Covenant Multifamily Offices, LLC | 1,428 | $471.0K | 0.08% | +952+200.0% | Added |
| Calamos Wealth Management LLC | 478 | $475.0K | 0.04% | −8−1.6% | Reduced |
| Cordasco Financial Network | 480 | $477.0K | 0.33% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 480 | $477.0K | 0.03% | +480 | New |
| Laidlaw Wealth Management LLC | 482 | $479.0K | 0.12% | −36−6.9% | Reduced |
| Meristem Family Wealth, LLC | 483 | $480.0K | 0.05% | −97−16.7% | Reduced |
| Davis R M Inc | 484 | $481.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 484 | $481.0K | 0.03% | +142+41.5% | Added |
| Bank of Stockton | 485 | $482.0K | 0.15% | −40−7.6% | Reduced |
| Wealth Alliance | 485 | $482.0K | 0.11% | −3−0.6% | Reduced |
| HCR Wealth Advisors | 485 | $482.0K | 0.08% | +15+3.2% | Added |
| Wambolt & Associates, LLC | 483 | $488.0K | 0.20% | +32+7.1% | Added |
| Personal Capital Advisors Corp | 491 | $488.0K | 0.00% | +41+9.1% | Added |
| RB Capital Management, LLC | 497 | $494.0K | 0.19% | +18+3.8% | Added |
| Cortland Associates Inc | 500 | $497.0K | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 500 | $497.0K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 500 | $497.0K | 0.13% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 500 | $497.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $497.0K | 0.06% | +500 | New |
| Proficio Capital Partners LLC | 501 | $498.0K | 0.07% | −1−0.2% | Reduced |
| Ellsworth Advisors, LLC | 507 | $504.0K | 0.23% | +1+0.2% | Added |
| Bessemer Securities LLC | 510 | $507.0K | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 513 | $510.0K | 0.05% | +159+44.9% | Added |
| Coldstream Capital Management Inc | 725 | $514.0K | 0.02% | −2,485−77.4% | Reduced |
| Windsor Group LTD | 511 | $516.0K | 0.11% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 519 | $516.0K | 0.10% | +34+7.0% | Added |
| Asset Management Corp | 520 | $517.0K | 0.32% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 521 | $518.0K | 0.08% | +31+6.3% | Added |
| Harbour Investments, Inc. | 522 | $519.0K | 0.02% | −5−0.9% | Reduced |
| Cambridge Advisors Inc. | 523 | $520.0K | 0.13% | +47+9.9% | Added |
| Cypress Capital Group | 530 | $527.0K | 0.07% | −107−16.8% | Reduced |
| Caldwell Trust Co | 531 | $527.9K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 535 | $532.0K | 0.37% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 536 | $533.0K | 0.24% | −250−31.8% | Reduced |
| Pathstone Family Office, LLC | 536 | $534.0K | 0.02% | +26+5.1% | Added |
| Ellevest, Inc. | 540 | $537.0K | 0.05% | +11+2.1% | Added |
| Matisse Capital | 541 | $538.0K | 0.20% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 542 | $539.0K | 0.06% | −166−23.4% | Reduced |
| Main Street Research LLC | 546 | $543.0K | 0.05% | +546 | New |
| Paradigm Asset Management Co LLC | 550 | $546.8K | 0.15% | −100−15.4% | Reduced |
| Resources Management Corp | 550 | $547.0K | 0.08% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 551 | $548.0K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 552 | $549.0K | 0.08% | −5−0.9% | Reduced |
| Verdence Capital Advisors LLC | 552 | $549.0K | 0.07% | +100+22.1% | Added |
| SFE Investment Counsel | 554 | $551.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 554 | $551.0K | 0.02% | +31+5.9% | Added |
| SPC Financial, Inc. | 555 | $552.0K | 0.07% | −10−1.8% | Reduced |
| Symmetry Partners, LLC | 1,674 | $553.0K | 0.04% | +1,116+200.0% | Added |
| Wealthspire Advisors, LLC | 556 | $553.0K | 0.01% | +556 | New |
| Financial Consulate, Inc | 557 | $554.0K | 0.20% | +8+1.5% | Added |
| Teza Capital Management LLC | 557 | $554.0K | 0.27% | +557 | New |
| Clean Yield Group | 561 | $558.0K | 0.20% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 563 | $559.7K | 0.08% | −6−1.1% | Reduced |
| Ameritas Investment Company, LLC | 563 | $560.0K | 0.03% | +346+159.4% | Added |
| TSFG, LLC | 565 | $562.0K | 0.22% | +3+0.5% | Added |
| EFG Asset Management (Americas) Corp. | 565 | $562.0K | 0.10% | +67+13.5% | Added |
| Modera Wealth Management, LLC | 569 | $566.0K | 0.03% | +3+0.5% | Added |
| BTC Capital Management, Inc. | 572 | $570.0K | 0.06% | +572 | New |
| Corbett Road Capital Management, LLC | 576 | $573.0K | 0.99% | +35+6.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 577 | $574.0K | 0.13% | +1+0.2% | Added |
| First United Bank Trust | 581 | $578.0K | 0.24% | +59+11.3% | Added |
| Ritholtz Wealth Management | 589 | $586.0K | 0.04% | +85+16.9% | Added |
| First Pacific Advisors, LP | 592 | $589.0K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 593 | $590.0K | 0.30% | −232−28.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 593 | $590.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 597 | $593.5K | 0.15% | +200+50.4% | Added |
| SeaCrest Wealth Management, LLC | 597 | $594.0K | 0.07% | +12+2.1% | Added |
| Sequoia Financial Advisors, LLC | 599 | $595.0K | 0.06% | −609−50.4% | Reduced |
| Capital Investment Counsel, Inc | 600 | $596.0K | 0.13% | 00.0% | Unchanged |
| Navalign, LLC | 600 | $596.0K | 0.25% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,800 | $596.5K | 0.04% | +1,200+200.0% | Added |
| ExodusPoint Capital Management, LP | 615 | $611.0K | 0.01% | −2,225−78.3% | Reduced |
| Bank Hapoalim BM | 616 | $612.0K | 0.06% | 00.0% | Unchanged |