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 |
|---|---|---|---|---|---|
| Western Financial Corporation | 1,329 | $1.32M | 0.78% | −92−6.5% | Reduced |
| Ativo Capital Management LLC | 1,327 | $1.32M | 0.62% | +29+2.2% | Added |
| Occudo Quantitative Strategies LP | 1,323 | $1.31M | 0.16% | +1,323 | New |
| Roman Butler Fullerton & Co | 3,953 | $1.31M | 0.61% | +3,953 | New |
| Lincoln National Corp | 1,319 | $1.31M | 0.03% | −178−11.9% | Reduced |
| Parallel Advisors, LLC | 1,309 | $1.30M | 0.05% | +98+8.1% | Added |
| KCM Investment Advisors LLC | 1,307 | $1.30M | 0.05% | +105+8.7% | Added |
| Kinneret Advisory, LLC | 1,303 | $1.29M | 0.15% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,297 | $1.29M | 0.50% | −15−1.1% | Reduced |
| Conning Inc. | 1,295 | $1.29M | 0.04% | −85−6.2% | Reduced |
| American Portfolios Advisors | 1,268 | $1.26M | 0.05% | +27+2.2% | 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 |
| Strategy Asset Managers LLC | 1,243 | $1.24M | 0.27% | +794+176.8% | Added |
| Berger Financial Group, Inc | 1,241 | $1.23M | 0.22% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,226 | $1.22M | 0.21% | −42−3.3% | Reduced |
| Altium Wealth Management LLC | 1,216 | $1.21M | 0.09% | +32+2.7% | Added |
| Welch & Forbes LLC | 1,210 | $1.20M | 0.02% | −20−1.6% | Reduced |
| Centiva Capital, LP | 1,202 | $1.20M | 0.10% | +1,202 | New |
| Essex Financial Services, Inc. | 1,201 | $1.19M | 0.14% | +222+22.7% | Added |
| Institutional & Family Asset Management, LLC | 1,200 | $1.19M | 0.19% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,193 | $1.19M | 0.00% | −70,737−98.3% | Reduced |
| 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 |
| Bedel Financial Consulting, Inc. | 1,180 | $1.17M | 0.40% | 00.0% | Unchanged |
| NVWM, LLC | 1,173 | $1.17M | 0.42% | −192−14.1% | Reduced |
| First Citizens Bank & Trust Co | 1,167 | $1.16M | 0.06% | +133+12.9% | Added |
| Brandywine Managers, LLC | 1,165 | $1.16M | 1.21% | 00.0% | Unchanged |
| 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 |
| Trust Asset Management LLC | 1,137 | $1.13M | 0.16% | +77+7.3% | Added |
| Clifford Swan Investment Counsel LLC | 3,168 | $1.13M | 0.04% | +2,087+193.1% | Added |
| First Mercantile Trust Co | 1,131 | $1.12M | 0.15% | −321−22.1% | Reduced |
| Argent Trust Co | 1,130 | $1.12M | 0.07% | +15+1.3% | Added |
| Rothschild Investment Corp | 1,129 | $1.12M | 0.09% | −550−32.8% | Reduced |
| BIT Capital GmbH | 1,125 | $1.12M | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,125 | $1.12M | 0.16% | +262+30.4% | Added |
| Tokio Marine Asset Management Co Ltd | 1,116 | $1.11M | 0.10% | +130+13.2% | Added |
| 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 |
| Conway Capital Management, Inc. | 1,109 | $1.10M | 0.75% | 00.0% | Unchanged |
| 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 |
| Brighton Jones LLC | 1,101 | $1.09M | 0.06% | +37+3.5% | Added |
| PAX Financial Group, LLC | 1,097 | $1.09M | 0.27% | +141+14.7% | Added |
| Bluestein R H & Co | 1,087 | $1.08M | 0.04% | +35+3.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,086 | $1.08M | 0.32% | +167+18.2% | Added |
| Minot Wealth Management LLC | 1,079 | $1.07M | 0.23% | +12+1.1% | Added |
| Tiemann Investment Advisors, LLC | 1,064 | $1.06M | 0.50% | −25−2.3% | Reduced |
| Segment Wealth Management, LLC | 1,063 | $1.06M | 0.13% | +45+4.4% | Added |
| B. Riley Wealth Management, Inc. | 1,058 | $1.05M | 0.08% | +55+5.5% | Added |
| Golden State Wealth Management, LLC | 1,057 | $1.05M | 0.23% | +3+0.3% | Added |
| Perennial Investment Advisors, LLC | 1,055 | $1.05M | 0.37% | −5−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,035 | $1.03M | 0.01% | +263+34.1% | Added |
| Kovack Advisors, Inc. | 1,034 | $1.03M | 0.11% | +441+74.4% | Added |
| Personal Cfo Solutions, LLC | 1,022 | $1.02M | 0.21% | −4−0.4% | Reduced |
| Mirador Capital Partners LP | 1,017 | $1.01M | 0.23% | 00.0% | Unchanged |
| MAI Capital Management | 1,010 | $1.00M | 0.02% | −7−0.7% | Reduced |
| 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 |
| DuPont Capital Management Corp | 991 | $985.0K | 0.03% | +991 | New |
| Quadrant Capital Group LLC | 977 | $971.0K | 0.14% | +321+48.9% | Added |
| Meeder Asset Management Inc | 2,921 | $968.0K | 0.05% | +955+48.6% | Added |
| Wrapmanager Inc | 968 | $962.0K | 0.25% | +39+4.2% | Added |
| Checchi Capital Advisers, LLC | 966 | $960.0K | 0.12% | −47−4.6% | Reduced |
| Chicago Partners Investment Group LLC | 2,718 | $953.0K | 0.07% | +1,728+174.5% | Added |
| Sentry Investment Management LLC | 957 | $951.0K | 0.28% | +786+459.6% | Added |
| Point72 Asset Management, L.P. | 952 | $946.0K | 0.00% | −44,448−97.9% | Reduced |
| CAPROCK Group, Inc. | 951 | $945.0K | 0.08% | +46+5.1% | Added |
| Venture Visionary Partners LLC | 947 | $941.0K | 0.07% | +947 | New |
| HighPoint Advisor Group LLC | 946 | $940.0K | 0.09% | −3−0.3% | 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 |
| Institute for Wealth Management, LLC. | 934 | $929.0K | 0.16% | −45−4.6% | Reduced |
| Benedetti & Gucer, Inc. | 934 | $928.0K | 0.71% | +243+35.2% | Added |
| Columbia Trust Co 01012016 | 932 | $927.0K | 0.49% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 929 | $924.0K | 0.09% | 00.0% | Unchanged |
| CNB Bank | 927 | $922.0K | 0.55% | +71+8.3% | Added |
| JGP Global Gestao de Recursos Ltda. | 920 | $915.0K | 0.33% | −98−9.6% | Reduced |
| Davy Global Fund Management Ltd | 919 | $914.0K | 0.14% | −187−16.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,775 | $912.0K | 0.48% | +1,838+196.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 913 | $908.0K | 0.17% | +913 | New |
| Lumature Wealth Partners, LLC | 907 | $902.0K | 0.37% | +27+3.1% | Added |
| Smith, Salley & Associates | 906 | $901.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 905 | $900.0K | 0.10% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 903 | $898.0K | 0.29% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 974 | $896.0K | 0.10% | 00.0% | Unchanged |
| Comerica Securities,inc. | 898 | $893.0K | 0.06% | −79−8.1% | Reduced |
| Triasima Portfolio Management inc. | 887 | $882.0K | 0.05% | +204+29.9% | Added |
| Sunbelt Securities, Inc. | 927 | $881.0K | 0.16% | 00.0% | Unchanged |
| EMC Capital Management | 2,400 | $867.0K | 0.48% | +1,600+200.0% | Added |
| Apollon Wealth Management, LLC | 867 | $862.0K | 0.12% | +178+25.8% | Added |
| Cerity Partners LLC | 859 | $854.0K | 0.02% | +18+2.1% | Added |
| Community Capital Management, Inc. | 854 | $849.0K | 0.88% | 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 |
| NorthCoast Asset Management LLC | 852 | $847.0K | 0.03% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 850 | $845.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 849 | $844.0K | 0.02% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 848 | $843.0K | 0.24% | 00.0% | Unchanged |