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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 556 | $553.0K | 0.01% | +556 | New |
| SPC Financial, Inc. | 555 | $552.0K | 0.07% | −10−1.8% | Reduced |
| SFE Investment Counsel | 554 | $551.0K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 554 | $551.0K | 0.02% | +31+5.9% | Added |
| 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 |
| Waters Parkerson & Co., LLC | 551 | $548.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 550 | $547.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 550 | $546.8K | 0.15% | −100−15.4% | Reduced |
| Main Street Research LLC | 546 | $543.0K | 0.05% | +546 | New |
| Arete Wealth Advisors, LLC | 542 | $539.0K | 0.06% | −166−23.4% | Reduced |
| Matisse Capital | 541 | $538.0K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 540 | $537.0K | 0.05% | +11+2.1% | Added |
| Pathstone Family Office, LLC | 536 | $534.0K | 0.02% | +26+5.1% | Added |
| Auxano Advisors, LLC | 536 | $533.0K | 0.24% | −250−31.8% | Reduced |
| WFA of San Diego, LLC | 535 | $532.0K | 0.37% | 00.0% | Unchanged |
| Caldwell Trust Co | 531 | $527.9K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Group | 530 | $527.0K | 0.07% | −107−16.8% | Reduced |
| Cambridge Advisors Inc. | 523 | $520.0K | 0.13% | +47+9.9% | Added |
| Harbour Investments, Inc. | 522 | $519.0K | 0.02% | −5−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 521 | $518.0K | 0.08% | +31+6.3% | Added |
| Asset Management Corp | 520 | $517.0K | 0.32% | 00.0% | Unchanged |
| Windsor Group LTD | 511 | $516.0K | 0.11% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 519 | $516.0K | 0.10% | +34+7.0% | Added |
| Coldstream Capital Management Inc | 725 | $514.0K | 0.02% | −2,485−77.4% | Reduced |
| Gsa Capital Partners LLP | 513 | $510.0K | 0.05% | +159+44.9% | Added |
| Bessemer Securities LLC | 510 | $507.0K | 0.17% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 507 | $504.0K | 0.23% | +1+0.2% | Added |
| Proficio Capital Partners LLC | 501 | $498.0K | 0.07% | −1−0.2% | Reduced |
| 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 |
| RB Capital Management, LLC | 497 | $494.0K | 0.19% | +18+3.8% | 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 |
| 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 |
| 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 |
| Meristem Family Wealth, LLC | 483 | $480.0K | 0.05% | −97−16.7% | Reduced |
| Laidlaw Wealth Management LLC | 482 | $479.0K | 0.12% | −36−6.9% | Reduced |
| Cordasco Financial Network | 480 | $477.0K | 0.33% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 480 | $477.0K | 0.03% | +480 | New |
| Calamos Wealth Management LLC | 478 | $475.0K | 0.04% | −8−1.6% | 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 |
| Donaldson Capital Management, LLC | 473 | $470.0K | 0.02% | −623−56.8% | Reduced |
| First Business Financial Services, Inc. | 470 | $467.0K | 0.05% | +100+27.0% | Added |
| Samalin Investment Counsel, LLC | 468 | $465.0K | 0.30% | +9+2.0% | Added |
| EagleClaw Capital Managment, LLC | 465 | $462.0K | 0.12% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 456 | $453.0K | 0.52% | +456 | New |
| V Wealth Advisors LLC | 451 | $449.0K | 0.07% | +18+4.2% | Added |
| TFC Financial Management | 451 | $448.0K | 0.15% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 445 | $442.0K | 0.30% | 00.0% | Unchanged |
| 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 |
| 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 |
| Kingsview Wealth Management, LLC | 442 | $439.0K | 0.02% | +110+33.1% | Added |
| Blue Water Life Science Advisors, LLC | 440 | $437.0K | 0.14% | 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 |
| 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 |
| 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 |
| Kercheville Advisors, LLC | 430 | $427.0K | 0.20% | −5−1.1% | Reduced |
| Kalos Management, Inc. | 998 | $426.0K | 0.12% | +604+153.3% | Added |
| Dearborn Partners LLC | 428 | $425.0K | 0.02% | +1+0.2% | Added |
| Hall Laurie J Trustee | 425 | $423.0K | 0.16% | −25−5.6% | Reduced |
| Hilltop Holdings Inc. | 425 | $422.0K | 0.05% | +425 | 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 |
| Beacon Financial Group | 421 | $418.0K | 0.06% | +421 | New |
| Texas Capital Bank Wealth Management Services Inc | 419 | $417.0K | 0.04% | −2−0.5% | Reduced |
| Griffin Asset Management, Inc. | 418 | $416.0K | 0.05% | −21−4.8% | Reduced |
| Aries Wealth Management | 417 | $415.0K | 0.18% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 417 | $415.0K | 0.13% | +5+1.2% | Added |
| First National Bank of Hutchinson | 415 | $413.0K | 0.23% | +2+0.5% | Added |
| Summit Financial, LLC | 411 | $408.6K | 0.04% | +411 | New |
| Sittner & Nelson, LLC | 405 | $403.0K | 0.26% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 404 | $402.0K | 0.08% | +404 | New |
| 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 |
| 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 |
| Clare Market Investments LLC | 396 | $393.7K | 0.12% | +17+4.5% | Added |
| 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 |
| 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 |