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 |
|---|---|---|---|---|---|
| Benedetti & Gucer, Inc. | 934 | $928.0K | 0.71% | +243+35.2% | Added |
| Institute for Wealth Management, LLC. | 934 | $929.0K | 0.16% | −45−4.6% | Reduced |
| La Financiere de L'Echiquier | 2,824 | $936.0K | 0.03% | −14,991−84.1% | Reduced |
| Paloma Partners Management Co | 942 | $936.0K | 0.04% | −1,899−66.8% | Reduced |
| HighPoint Advisor Group LLC | 946 | $940.0K | 0.09% | −3−0.3% | Reduced |
| Venture Visionary Partners LLC | 947 | $941.0K | 0.07% | +947 | New |
| CAPROCK Group, Inc. | 951 | $945.0K | 0.08% | +46+5.1% | Added |
| Point72 Asset Management, L.P. | 952 | $946.0K | 0.00% | −44,448−97.9% | Reduced |
| Sentry Investment Management LLC | 957 | $951.0K | 0.28% | +786+459.6% | Added |
| Chicago Partners Investment Group LLC | 2,718 | $953.0K | 0.07% | +1,728+174.5% | Added |
| Checchi Capital Advisers, LLC | 966 | $960.0K | 0.12% | −47−4.6% | Reduced |
| Wrapmanager Inc | 968 | $962.0K | 0.25% | +39+4.2% | Added |
| Meeder Asset Management Inc | 2,921 | $968.0K | 0.05% | +955+48.6% | Added |
| Quadrant Capital Group LLC | 977 | $971.0K | 0.14% | +321+48.9% | Added |
| DuPont Capital Management Corp | 991 | $985.0K | 0.03% | +991 | New |
| K.J. Harrison & Partners Inc | 1,000 | $1.00M | 0.15% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,006 | $1.00M | 0.09% | +47+4.9% | Added |
| MAI Capital Management | 1,010 | $1.00M | 0.02% | −7−0.7% | Reduced |
| Mirador Capital Partners LP | 1,017 | $1.01M | 0.23% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,022 | $1.02M | 0.21% | −4−0.4% | Reduced |
| Kovack Advisors, Inc. | 1,034 | $1.03M | 0.11% | +441+74.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,035 | $1.03M | 0.01% | +263+34.1% | Added |
| Perennial Investment Advisors, LLC | 1,055 | $1.05M | 0.37% | −5−0.5% | Reduced |
| Golden State Wealth Management, LLC | 1,057 | $1.05M | 0.23% | +3+0.3% | Added |
| B. Riley Wealth Management, Inc. | 1,058 | $1.05M | 0.08% | +55+5.5% | Added |
| Segment Wealth Management, LLC | 1,063 | $1.06M | 0.13% | +45+4.4% | Added |
| Tiemann Investment Advisors, LLC | 1,064 | $1.06M | 0.50% | −25−2.3% | Reduced |
| Minot Wealth Management LLC | 1,079 | $1.07M | 0.23% | +12+1.1% | Added |
| Strategic Wealth Partners, Ltd. | 1,086 | $1.08M | 0.32% | +167+18.2% | Added |
| Bluestein R H & Co | 1,087 | $1.08M | 0.04% | +35+3.3% | Added |
| PAX Financial Group, LLC | 1,097 | $1.09M | 0.27% | +141+14.7% | Added |
| Brighton Jones LLC | 1,101 | $1.09M | 0.06% | +37+3.5% | Added |
| 180 Wealth Advisors, LLC | 3,324 | $1.10M | 0.24% | +2,255+210.9% | Added |
| Harvest Fund Management Co., Ltd | 1,109 | $1.10M | 0.25% | +167+17.7% | Added |
| Conway Capital Management, Inc. | 1,109 | $1.10M | 0.75% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 1,115 | $1.11M | 0.19% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,115 | $1.11M | 0.19% | +1,115 | New |
| Tokio Marine Asset Management Co Ltd | 1,116 | $1.11M | 0.10% | +130+13.2% | Added |
| WMS Partners, LLC | 1,125 | $1.12M | 0.16% | +262+30.4% | Added |
| BIT Capital GmbH | 1,125 | $1.12M | 0.07% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,129 | $1.12M | 0.09% | −550−32.8% | Reduced |
| Argent Trust Co | 1,130 | $1.12M | 0.07% | +15+1.3% | Added |
| First Mercantile Trust Co | 1,131 | $1.12M | 0.15% | −321−22.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,168 | $1.13M | 0.04% | +2,087+193.1% | Added |
| Trust Asset Management LLC | 1,137 | $1.13M | 0.16% | +77+7.3% | Added |
| Prudential PLC | 1,145 | $1.14M | 0.02% | −3,036−72.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,147 | $1.14M | 0.14% | +8+0.7% | Added |
| Brandywine Managers, LLC | 1,165 | $1.16M | 1.21% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,167 | $1.16M | 0.06% | +133+12.9% | Added |
| NVWM, LLC | 1,173 | $1.17M | 0.42% | −192−14.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,180 | $1.17M | 0.40% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,181 | $1.17M | 0.94% | −2−0.2% | Reduced |
| Boston Financial Mangement LLC | 1,181 | $1.17M | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,193 | $1.19M | 0.00% | −70,737−98.3% | Reduced |
| Institutional & Family Asset Management, LLC | 1,200 | $1.19M | 0.19% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,201 | $1.19M | 0.14% | +222+22.7% | Added |
| Centiva Capital, LP | 1,202 | $1.20M | 0.10% | +1,202 | New |
| Welch & Forbes LLC | 1,210 | $1.20M | 0.02% | −20−1.6% | Reduced |
| Altium Wealth Management LLC | 1,216 | $1.21M | 0.09% | +32+2.7% | Added |
| Liberty One Investment Management, LLC | 1,226 | $1.22M | 0.21% | −42−3.3% | Reduced |
| Berger Financial Group, Inc | 1,241 | $1.23M | 0.22% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,243 | $1.24M | 0.27% | +794+176.8% | Added |
| LaFleur & Godfrey LLC | 1,258 | $1.25M | 0.17% | −130−9.4% | Reduced |
| Signaturefd, LLC | 1,258 | $1.25M | 0.04% | +285+29.3% | Added |
| American Portfolios Advisors | 1,268 | $1.26M | 0.05% | +27+2.2% | Added |
| Conning Inc. | 1,295 | $1.29M | 0.04% | −85−6.2% | Reduced |
| Frank, Rimerman Advisors LLC | 1,297 | $1.29M | 0.50% | −15−1.1% | Reduced |
| Kinneret Advisory, LLC | 1,303 | $1.29M | 0.15% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,307 | $1.30M | 0.05% | +105+8.7% | Added |
| Parallel Advisors, LLC | 1,309 | $1.30M | 0.05% | +98+8.1% | Added |
| Lincoln National Corp | 1,319 | $1.31M | 0.03% | −178−11.9% | Reduced |
| Roman Butler Fullerton & Co | 3,953 | $1.31M | 0.61% | +3,953 | New |
| Occudo Quantitative Strategies LP | 1,323 | $1.31M | 0.16% | +1,323 | New |
| Ativo Capital Management LLC | 1,327 | $1.32M | 0.62% | +29+2.2% | Added |
| Western Financial Corporation | 1,329 | $1.32M | 0.78% | −92−6.5% | Reduced |
| Perigon Wealth Management, LLC | 1,338 | $1.33M | 0.12% | +55+4.3% | Added |
| Polaris Wealth Advisory Group, LLC | 3,958 | $1.34M | 0.08% | +3,084+352.9% | Added |
| Leisure Capital Management | 1,361 | $1.35M | 0.73% | +7+0.5% | Added |
| Peapack Gladstone Financial Corp | 1,373 | $1.37M | 0.03% | −29−2.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,381 | $1.37M | 0.07% | +36+2.7% | Added |
| Capital Asset Advisory Services LLC | 1,398 | $1.39M | 0.15% | −22−1.5% | Reduced |
| Alamar Capital Management, LLC | 1,398 | $1.39M | 1.08% | +123+9.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,041 | $1.41M | 0.02% | +4,041 | New |
| Legacy Wealth Asset Management, LLC | 1,432 | $1.42M | 0.65% | −26−1.8% | Reduced |
| Alaethes Wealth LLC | 1,437 | $1.43M | 1.04% | −12−0.8% | Reduced |
| IAM Advisory, LLC | 4,407 | $1.43M | 0.61% | +4,407 | New |
| Whitener Capital Management, Inc. | 1,764 | $1.44M | 0.66% | −12−0.7% | Reduced |
| Empirical Finance, LLC | 1,483 | $1.47M | 0.22% | +85+6.1% | Added |
| Next Century Growth Investors LLC | 1,486 | $1.48M | 0.13% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,495 | $1.49M | 0.06% | +1,495 | New |
| Angeles Investment Advisors, LLC | 1,500 | $1.49M | 0.09% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,500 | $1.49M | 1.14% | 00.0% | Unchanged |
| Diversified Trust Co | 1,503 | $1.49M | 0.05% | +211+16.3% | Added |
| Gladstone Institutional Advisory LLC | 1,503 | $1.49M | 0.15% | +1,033+219.8% | Added |
| Nwam LLC | 1,505 | $1.50M | 0.14% | +1,013+205.9% | Added |
| Trust Co of Vermont | 1,507 | $1.50M | 0.11% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,513 | $1.50M | 0.21% | +1,144+310.0% | Added |
| Howland Capital Management LLC | 1,524 | $1.51M | 0.08% | −100−6.2% | Reduced |
| Grandfield & Dodd, LLC | 1,533 | $1.52M | 0.11% | −25−1.6% | Reduced |
| Stone Run Capital, LLC | 1,550 | $1.54M | 0.53% | +650+72.2% | Added |