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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 393 | $391.0K | 0.24% | +393 | New |
| Capital Investment Advisory Services, LLC | 390 | $388.0K | 0.05% | +20+5.4% | Added |
| Advisors Capital Management, LLC | 389 | $387.0K | 0.01% | +5+1.3% | Added |
| Veracity Capital LLC | 389 | $387.0K | 0.17% | +389 | New |
| Gerber Kawasaki Wealth & Investment Management | 388 | $385.0K | 0.05% | +7+1.8% | Added |
| Crawford Investment Counsel Inc | 386 | $384.0K | 0.01% | +9+2.4% | Added |
| 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 |
| Norris Perne & French LLP | 383 | $381.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 382 | $380.0K | 0.04% | +25+7.0% | 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 |
| 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 |
| Kestra Private Wealth Services, LLC | 379 | $377.0K | 0.02% | +16+4.4% | Added |
| Homrich & Berg | 378 | $376.0K | 0.01% | −4−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,035 | $374.0K | 0.02% | +1,035 | New |
| Quantamental Technologies LLC | 373 | $371.0K | 0.25% | +373 | New |
| Crestwood Advisors Group LLC | 372 | $370.0K | 0.01% | −6−1.6% | Reduced |
| Parcion Private Wealth LLC | 1,073 | $368.0K | 0.03% | +1,073 | New |
| Dynamic Advisor Solutions LLC | 369 | $367.0K | 0.03% | +80+27.7% | Added |
| Rehmann Capital Advisory Group | 369 | $366.8K | 0.03% | −26−6.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 368 | $366.0K | 0.03% | +68+22.7% | Added |
| Greytown Advisors Inc. | 367 | $365.0K | 0.16% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 366 | $364.0K | 0.02% | +128+53.8% | Added |
| Prospera Financial Services Inc | 364 | $362.0K | 0.02% | −39−9.7% | Reduced |
| Encompass Wealth Advisors, LLC | 363 | $360.0K | 0.09% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,086 | $358.0K | 0.11% | +724+200.0% | Added |
| Financial Perspectives, Inc | 360 | $357.9K | 0.18% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 359 | $357.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 356 | $354.0K | 0.01% | +3+0.8% | Added |
| We Are One Seven, LLC | 979 | $354.0K | 0.04% | +979 | New |
| TRUE Private Wealth Advisors | 356 | $353.0K | 0.05% | −1−0.3% | Reduced |
| International Assets Investment Management, LLC | 354 | $352.0K | 0.06% | +354 | New |
| Values First Advisors, Inc. | 352 | $350.0K | 0.23% | −46−11.6% | Reduced |
| Eudaimonia Partners, LLC | 350 | $348.0K | 0.06% | −22−5.9% | Reduced |
| Heritage Wealth Advisors | 350 | $348.0K | 0.02% | 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 |
| Palisade Asset Management, LLC | 343 | $341.0K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 343 | $339.0K | 0.04% | +28+8.9% | Added |
| McKinley Carter Wealth Services, Inc. | 339 | $337.0K | 0.03% | −6−1.7% | 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 |
| 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 |
| Altfest L J & Co Inc | 334 | $332.0K | 0.07% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 333 | $331.0K | 0.22% | +333 | New |
| 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 |
| Barings LLC | 328 | $326.0K | 0.01% | −360−52.3% | Reduced |
| Boston Family Office LLC | 328 | $326.0K | 0.02% | −20−5.7% | Reduced |
| Accredited Investors Inc. | 326 | $324.0K | 0.04% | +5+1.6% | Added |
| Ipswich Investment Management Co., Inc. | 325 | $323.0K | 0.08% | +10+3.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 324 | $322.0K | 0.02% | +34+11.7% | Added |
| LexAurum Advisors, LLC | 322 | $320.0K | 0.09% | +3+0.9% | Added |
| Wade G W & Inc | 321 | $319.0K | 0.02% | +25+8.4% | Added |
| Glenview Trust Co | 320 | $318.0K | 0.01% | −1−0.3% | Reduced |
| Guyasuta Investment Advisors Inc | 316 | $314.0K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 315 | $313.0K | 0.17% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 315 | $313.0K | 0.12% | +15+5.0% | Added |
| Belpointe Asset Management LLC | 314 | $312.0K | 0.02% | +78+33.1% | Added |
| TCI Wealth Advisors, Inc. | 312 | $310.0K | 0.05% | −11−3.4% | Reduced |
| Evercore Wealth Management, LLC | 311 | $309.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 310 | $308.0K | 0.08% | −1−0.3% | Reduced |
| Altshuler Shaham Ltd | 307 | $307.0K | 0.00% | +307 | New |
| 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 |
| Arkadios Wealth Advisors | 304 | $302.0K | 0.04% | −26−7.9% | Reduced |
| RDA Financial Network | 303 | $301.0K | 0.13% | +20+7.1% | Added |
| Valmark Advisers, Inc. | 301 | $299.0K | 0.01% | +26+9.5% | Added |
| Parkside Investments, LLC | 300 | $298.0K | 0.06% | −100−25.0% | Reduced |
| Clarus Group, Inc. | 300 | $298.0K | 0.21% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 300 | $298.0K | 0.01% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 300 | $298.0K | 0.07% | 00.0% | Unchanged |
| Burney Co | 300 | $298.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 300 | $298.0K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 300 | $298.0K | 0.22% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 300 | $298.0K | 0.03% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 300 | $298.0K | 0.04% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 300 | $298.0K | 0.06% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 300 | $298.0K | 0.11% | 00.0% | Unchanged |
| Caas Capital Management LP | 300 | $298.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 300 | $298.0K | 0.02% | +300 | New |
| Sanford Advisory Services, LLC | 300 | $298.0K | 0.07% | +300 | New |
| Midwest Professional Planners, LTD. | 298 | $296.0K | 0.16% | +3+1.0% | Added |
| United Capital Management of KS, Inc. | 297 | $295.0K | 0.12% | −18−5.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 294 | $292.0K | 0.03% | −9−3.0% | Reduced |
| Adviser Investments LLC | 294 | $292.0K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 293 | $291.0K | 0.03% | +12+4.3% | Added |
| Cobblestone Capital Advisors LLC | 292 | $290.0K | 0.02% | −79−21.3% | Reduced |
| MONECO Advisors, LLC | 292 | $290.0K | 0.11% | +28+10.6% | Added |
| Westwood Holdings Group Inc. | 869 | $288.0K | 0.00% | −66−7.1% | Reduced |
| Goepper Burkhardt LLC | 288 | $286.0K | 0.18% | 00.0% | Unchanged |
| Pachira Investments Inc. | 288 | $286.0K | 0.20% | +288 | New |
| ProVise Management Group, LLC | 287 | $285.0K | 0.03% | +20+7.5% | Added |
| Kavar Capital Partners Group, LLC | 285 | $283.0K | 0.06% | 00.0% | Unchanged |