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 |
|---|---|---|---|---|---|
| Reilly Financial Advisors, LLC | 156 | $155.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $155.0K | 0.05% | +2+1.3% | Added |
| S.A. Mason LLC | 155 | $154.0K | 0.10% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 153 | $152.0K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 153 | $152.0K | 0.00% | +102+200.0% | Added |
| Covington Capital Management | 151 | $150.0K | 0.01% | +1+0.7% | Added |
| First Manhattan Co | 150 | $149.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 147 | $146.0K | 0.05% | +147 | New |
| Dark Forest Capital Management LP | 147 | $146.0K | 0.05% | +147 | New |
| Creative Financial Designs Inc | 146 | $145.0K | 0.02% | −2−1.4% | Reduced |
| Charter Oak Capital Management, LLC | 145 | $144.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 140 | $139.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 140 | $139.0K | 0.01% | +2+1.4% | Added |
| Farmers & Merchants Investments Inc | 140 | $139.0K | 0.01% | +5+3.7% | Added |
| Johnson Financial Group, Inc. | 138 | $137.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 136 | $135.0K | 0.01% | +136 | New |
| Clearstead Advisors, LLC | 133 | $132.0K | 0.01% | −8−5.7% | Reduced |
| West Paces Advisors Inc. | 129 | $128.2K | 0.05% | +42+48.3% | Added |
| Glassman Wealth Services | 124 | $123.0K | 0.03% | +9+7.8% | Added |
| Thompson Siegel & Walmsley LLC | 123 | $122.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 122 | $121.0K | 0.01% | −3−2.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 122 | $121.0K | 0.04% | +2+1.7% | Added |
| Massmutual Trust Co FSB | 121 | $120.0K | 0.00% | +1+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 120 | $119.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 119 | $118.0K | 0.06% | +100+526.3% | Added |
| Pinnacle Bancorp, Inc. | 116 | $115.0K | 0.05% | −19−14.1% | Reduced |
| Liberty Wealth Management LLC | 188 | $109.0K | 0.04% | +130+224.1% | Added |
| Tarbox Family Office, Inc. | 109 | $108.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 108 | $107.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 106 | $105.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $102.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $101.0K | 0.06% | +33+48.5% | Added |
| Ellis Investment Partners, LLC | 100 | $99.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 99 | $98.0K | 0.02% | −28−22.0% | Reduced |
| Portland Hill Asset Management Ltd | 99 | $98.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 99 | $98.0K | 0.01% | +2+2.1% | Added |
| Regency Capital Management Inc. | 89 | $88.0K | 0.06% | −2,125−96.0% | Reduced |
| Glen Eagle Advisors, LLC | 88 | $87.5K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 87 | $86.0K | 0.04% | +87 | New |
| North Star Investment Management Corp. | 85 | $85.0K | 0.01% | −325−79.3% | Reduced |
| Center for Financial Planning, Inc. | 86 | $85.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $85.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 86 | $85.0K | 0.00% | +25+41.0% | Added |
| Arlington Partners LLC | 84 | $84.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 83 | $83.0K | 0.13% | −19−18.6% | Reduced |
| Tortoise Investment Management, LLC | 81 | $81.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 78 | $78.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 76 | $76.0K | 0.01% | −4−5.0% | Reduced |
| FAI Wealth Management | 77 | $76.0K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 72 | $72.0K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 71 | $71.0K | 0.00% | −1−1.4% | Reduced |
| McIlrath & Eck, LLC | 71 | $71.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 71 | $71.0K | 0.00% | +25+54.3% | Added |
| Toth Financial Advisory Corp | 70 | $70.0K | 0.01% | +3+4.5% | Added |
| AdvisorNet Financial, Inc | 70 | $70.0K | 0.00% | +10+16.7% | Added |
| Delos Wealth Advisors, LLC | 70 | $70.0K | 0.08% | +66+1,650.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 69 | $69.0K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 259 | $65.2K | 0.01% | +259 | New |
| Concord Wealth Partners | 63 | $63.0K | 0.03% | −92−59.4% | Reduced |
| PrairieView Partners, LLC | 60 | $60.0K | 0.01% | −40−40.0% | Reduced |
| FinTrust Capital Advisors, LLC | 60 | $60.0K | 0.02% | +24+66.7% | Added |
| Evoke Wealth, LLC | 59 | $58.0K | 0.00% | −16−21.3% | Reduced |
| Milestone Resources Group Ltd | 58 | $58.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 56 | $56.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 56 | $56.0K | 0.00% | +56 | New |
| QVR LLC | 169 | $56.0K | 0.11% | +169 | New |
| RPg Family Wealth Advisory, LLC | 51 | $50.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $50.0K | 0.01% | −1−2.0% | Reduced |
| Knuff & Co LLC | 50 | $50.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $50.0K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 50 | $50.0K | 0.03% | +17+51.5% | Added |
| Assetmark, Inc | 48 | $48.0K | 0.00% | +41+585.7% | Added |
| Sonora Investment Management, LLC | 47 | $47.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 47 | $47.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 47 | $47.0K | 0.00% | −418−89.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 46 | $46.0K | 0.01% | +14+43.8% | Added |
| Logan Capital Management Inc | 46 | $46.0K | 0.00% | +22+91.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 46 | $45.7K | 0.01% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 135 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 45 | $45.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 45 | $45.0K | 0.01% | +5+12.5% | Added |
| First Command Bank | 42 | $42.0K | 0.01% | −36−46.2% | Reduced |
| First Command Financial Services, Inc. | 42 | $42.0K | 0.01% | −36−46.2% | Reduced |
| City Holding Co | 42 | $42.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $41.0K | 0.01% | +2+5.1% | Added |
| Cahill Financial Advisors Inc | 41 | $41.0K | 0.01% | +41 | New |
| Ten Capital Wealth Advisors, LLC | 40 | $40.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 38 | $38.0K | 0.02% | −5−11.6% | Reduced |
| Rockbridge Investment Management, LCC | 38 | $38.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $38.0K | 0.01% | +14+58.3% | Added |
| SOA Wealth Advisors, LLC. | 37 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $35.0K | 0.00% | +35 | New |
| Valley National Advisers Inc | 34 | $34.0K | 0.01% | +4+13.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 31 | $31.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 30 | $30.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 84 | $30.0K | 0.01% | +56+200.0% | Added |
| MV Capital Management, Inc. | 30 | $30.0K | 0.00% | +12+66.7% | Added |
| O'Dell Group, LLC | 30 | $30.0K | 0.01% | +30 | New |
| Canton Hathaway, LLC | 30 | $30.0K | 0.01% | +30 | New |