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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 618 | $614.0K | 0.09% | +19+3.2% | Added |
| Kore Private Wealth LLC | 620 | $616.0K | 0.06% | +177+40.0% | Added |
| Scholtz & Company, LLC | 622 | $618.0K | 0.22% | −9−1.4% | Reduced |
| Foresight Wealth Management, LLC | 624 | $620.0K | 0.27% | −31−4.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 627 | $623.0K | 0.05% | +21+3.5% | Added |
| Phoenix Holdings Ltd. | 630 | $623.0K | 0.01% | +630 | New |
| Sawtooth Solutions, LLC | 630 | $626.0K | 0.10% | +125+24.8% | Added |
| Lindbrook Capital, LLC | 636 | $632.0K | 0.17% | +9+1.4% | Added |
| Engine No. 1 LLC | 636 | $632.0K | 0.16% | +260+69.1% | Added |
| Beese Fulmer Investment Management, Inc. | 646 | $642.0K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 651 | $647.0K | 0.09% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 651 | $647.0K | 0.06% | +219+50.7% | Added |
| Vestmark Advisory Solutions, Inc. | 653 | $649.0K | 0.04% | +35+5.7% | Added |
| Mark Stevens | 658 | $654.0K | 0.07% | −117−15.1% | Reduced |
| HBK Sorce Advisory LLC | 668 | $664.0K | 0.04% | +12+1.8% | Added |
| KG&L Capital Management,LLC | 669 | $665.0K | 0.29% | −32−4.6% | Reduced |
| Spears Abacus Advisors LLC | 670 | $666.0K | 0.05% | 00.0% | Unchanged |
| HYA Advisors, Inc | 2,058 | $667.0K | 0.27% | +1,372+200.0% | Added |
| Grove Bank & Trust | 674 | $670.0K | 0.14% | +72+12.0% | Added |
| Moseley Investment Management Inc | 667 | $673.0K | 0.34% | −16−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 678 | $674.0K | 0.02% | −14−2.0% | Reduced |
| Main Street Financial Solutions, LLC | 679 | $675.0K | 0.10% | +124+22.3% | Added |
| Frontier Wealth Management LLC | 683 | $679.0K | 0.05% | −13−1.9% | Reduced |
| Copperwynd Financial, LLC | 686 | $682.0K | 0.28% | +58+9.2% | Added |
| Weather Gauge Advisory, LLC | 687 | $683.0K | 0.88% | 00.0% | Unchanged |
| Seeyond | 689 | $684.0K | 0.07% | −1,168−62.9% | Reduced |
| Central Trust Co | 691 | $687.0K | 0.02% | −5−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 693 | $690.0K | 0.06% | −55−7.4% | Reduced |
| Intellectus Partners, LLC | 696 | $692.0K | 0.17% | 00.0% | Unchanged |
| GFG Capital, LLC | 701 | $697.0K | 0.22% | +74+11.8% | Added |
| Legacy Wealth Management, LLC | 705 | $700.9K | 0.37% | 00.0% | Unchanged |
| First National Trust Co | 707 | $703.0K | 0.04% | +14+2.0% | Added |
| Endurance Wealth Management, Inc. | 708 | $704.0K | 0.08% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 710 | $706.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 715 | $711.0K | 0.05% | +5+0.7% | Added |
| Concorde Asset Management, LLC | 715 | $711.0K | 0.41% | +340+90.7% | Added |
| Harbor Investment Advisory, LLC | 717 | $713.0K | 0.10% | −2−0.3% | Reduced |
| Evergreen Capital Management LLC | 718 | $714.0K | 0.03% | +26+3.8% | Added |
| Ausdal Financial Partners, Inc. | 724 | $720.0K | 0.11% | +4+0.6% | Added |
| WoodTrust Financial Corp | 725 | $720.0K | 0.17% | +290+66.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 725 | $721.0K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 726 | $722.0K | 0.04% | −531−42.2% | Reduced |
| Heritage Trust Co | 727 | $723.0K | 0.10% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 729 | $724.0K | 0.17% | −77−9.6% | Reduced |
| Russell Clark Investment Management Ltd | 2,200 | $729.0K | 0.73% | 00.0% | Unchanged |
| Capital CS Group, LLC | 730 | $737.0K | 0.69% | +730 | New |
| Archer Investment Corp | 745 | $740.8K | 0.28% | +45+6.4% | Added |
| Diligent Investors, LLC | 807 | $742.0K | 0.25% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 746 | $742.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 749 | $743.0K | 0.12% | +282+60.4% | Added |
| Moors & Cabot, Inc. | 765 | $763.0K | 0.05% | +204+36.4% | Added |
| Ziegler Capital Management, LLC | 768 | $764.0K | 0.03% | +10+1.3% | Added |
| Dana Investment Advisors, Inc. | 770 | $765.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 770 | $765.0K | 0.06% | +770 | New |
| Harrington Investments, INC | 772 | $767.0K | 0.44% | +20+2.7% | Added |
| Strategic Blueprint, LLC | 774 | $769.0K | 0.12% | −39−4.8% | Reduced |
| Joel Isaacson & Co., LLC | 775 | $770.0K | 0.06% | 00.0% | Unchanged |
| AIA Group Ltd | 785 | $780.0K | 0.04% | +116+17.3% | Added |
| Avestar Capital, LLC | 785 | $780.0K | 0.15% | +180+29.8% | Added |
| Ancora Advisors, LLC | 790 | $785.0K | 0.02% | +6+0.8% | Added |
| Brookstone Capital Management | 2,414 | $787.0K | 0.01% | +2,084+631.5% | Added |
| Country Club Trust Company, n.a. | 800 | $794.0K | 0.07% | +151+23.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 802 | $797.3K | 0.95% | +187+30.4% | Added |
| Segall Bryant & Hamill, LLC | 802 | $799.0K | 0.01% | +552+220.8% | Added |
| Raymond James Trust N.A. | 807 | $803.0K | 0.03% | −68−7.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 808 | $804.0K | 0.03% | −8−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 814 | $809.0K | 0.17% | −34−4.0% | Reduced |
| Park National Corp | 819 | $814.0K | 0.03% | 00.0% | Unchanged |
| Congress Asset Management Co | 820 | $815.0K | 0.01% | −300−26.8% | Reduced |
| Hillsdale Investment Management Inc. | 823 | $818.0K | 0.06% | +123+17.6% | Added |
| Heartland Bank & Trust Co | 825 | $820.0K | 0.71% | +31+3.9% | Added |
| Fukoku Mutual Life Insurance Co | 829 | $824.0K | 0.06% | +140+20.3% | Added |
| Field & Main Bank | 844 | $839.0K | 0.55% | −27−3.1% | Reduced |
| Michael B. Yongue | 845 | $840.0K | 0.61% | −17−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 846 | $841.1K | 0.12% | +12+1.4% | Added |
| Private Portfolio Partners LLC | 848 | $843.0K | 0.24% | 00.0% | Unchanged |
| Lido Advisors, LLC | 849 | $844.0K | 0.02% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 850 | $845.0K | 0.01% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 852 | $847.0K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 853 | $848.0K | 0.80% | −90−9.5% | Reduced |
| J.W. Cole Advisors, Inc. | 853 | $848.0K | 0.06% | −6−0.7% | Reduced |
| Community Capital Management, Inc. | 854 | $849.0K | 0.88% | 00.0% | Unchanged |
| Cerity Partners LLC | 859 | $854.0K | 0.02% | +18+2.1% | Added |
| Apollon Wealth Management, LLC | 867 | $862.0K | 0.12% | +178+25.8% | Added |
| EMC Capital Management | 2,400 | $867.0K | 0.48% | +1,600+200.0% | Added |
| Sunbelt Securities, Inc. | 927 | $881.0K | 0.16% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 887 | $882.0K | 0.05% | +204+29.9% | Added |
| Comerica Securities,inc. | 898 | $893.0K | 0.06% | −79−8.1% | Reduced |
| Flagship Harbor Advisors, LLC | 974 | $896.0K | 0.10% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 903 | $898.0K | 0.29% | +1+0.1% | Added |
| Trust Co of Virginia | 905 | $900.0K | 0.10% | 00.0% | Unchanged |
| Smith, Salley & Associates | 906 | $901.0K | 0.07% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 907 | $902.0K | 0.37% | +27+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 913 | $908.0K | 0.17% | +913 | New |
| Mountain Capital Investment Advisors, Inc | 2,775 | $912.0K | 0.48% | +1,838+196.2% | Added |
| Davy Global Fund Management Ltd | 919 | $914.0K | 0.14% | −187−16.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 920 | $915.0K | 0.33% | −98−9.6% | Reduced |
| CNB Bank | 927 | $922.0K | 0.55% | +71+8.3% | Added |
| Howard Capital Management Group, LLC | 929 | $924.0K | 0.09% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 932 | $927.0K | 0.49% | 00.0% | Unchanged |