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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 846 | $841.1K | 0.12% | +12+1.4% | Added |
| Michael B. Yongue | 845 | $840.0K | 0.61% | −17−2.0% | Reduced |
| Field & Main Bank | 844 | $839.0K | 0.55% | −27−3.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 829 | $824.0K | 0.06% | +140+20.3% | Added |
| Heartland Bank & Trust Co | 825 | $820.0K | 0.71% | +31+3.9% | Added |
| Hillsdale Investment Management Inc. | 823 | $818.0K | 0.06% | +123+17.6% | Added |
| Congress Asset Management Co | 820 | $815.0K | 0.01% | −300−26.8% | Reduced |
| Park National Corp | 819 | $814.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 814 | $809.0K | 0.17% | −34−4.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 808 | $804.0K | 0.03% | −8−1.0% | Reduced |
| Raymond James Trust N.A. | 807 | $803.0K | 0.03% | −68−7.8% | Reduced |
| Segall Bryant & Hamill, LLC | 802 | $799.0K | 0.01% | +552+220.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 802 | $797.3K | 0.95% | +187+30.4% | Added |
| Country Club Trust Company, n.a. | 800 | $794.0K | 0.07% | +151+23.3% | Added |
| Brookstone Capital Management | 2,414 | $787.0K | 0.01% | +2,084+631.5% | Added |
| Ancora Advisors, LLC | 790 | $785.0K | 0.02% | +6+0.8% | Added |
| AIA Group Ltd | 785 | $780.0K | 0.04% | +116+17.3% | Added |
| Avestar Capital, LLC | 785 | $780.0K | 0.15% | +180+29.8% | Added |
| Joel Isaacson & Co., LLC | 775 | $770.0K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 774 | $769.0K | 0.12% | −39−4.8% | Reduced |
| Harrington Investments, INC | 772 | $767.0K | 0.44% | +20+2.7% | Added |
| Dana Investment Advisors, Inc. | 770 | $765.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 770 | $765.0K | 0.06% | +770 | New |
| Ziegler Capital Management, LLC | 768 | $764.0K | 0.03% | +10+1.3% | Added |
| Moors & Cabot, Inc. | 765 | $763.0K | 0.05% | +204+36.4% | Added |
| Berman Capital Advisors, LLC | 749 | $743.0K | 0.12% | +282+60.4% | Added |
| Diligent Investors, LLC | 807 | $742.0K | 0.25% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 746 | $742.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 745 | $740.8K | 0.28% | +45+6.4% | Added |
| Capital CS Group, LLC | 730 | $737.0K | 0.69% | +730 | New |
| Russell Clark Investment Management Ltd | 2,200 | $729.0K | 0.73% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 729 | $724.0K | 0.17% | −77−9.6% | Reduced |
| Heritage Trust Co | 727 | $723.0K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 726 | $722.0K | 0.04% | −531−42.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 725 | $721.0K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 724 | $720.0K | 0.11% | +4+0.6% | Added |
| WoodTrust Financial Corp | 725 | $720.0K | 0.17% | +290+66.7% | Added |
| Evergreen Capital Management LLC | 718 | $714.0K | 0.03% | +26+3.8% | Added |
| Harbor Investment Advisory, LLC | 717 | $713.0K | 0.10% | −2−0.3% | Reduced |
| Mid Atlantic Financial Management Inc | 715 | $711.0K | 0.05% | +5+0.7% | Added |
| Concorde Asset Management, LLC | 715 | $711.0K | 0.41% | +340+90.7% | Added |
| Cannell Peter B & Co Inc | 710 | $706.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 708 | $704.0K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 707 | $703.0K | 0.04% | +14+2.0% | Added |
| Legacy Wealth Management, LLC | 705 | $700.9K | 0.37% | 00.0% | Unchanged |
| GFG Capital, LLC | 701 | $697.0K | 0.22% | +74+11.8% | Added |
| Intellectus Partners, LLC | 696 | $692.0K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 693 | $690.0K | 0.06% | −55−7.4% | Reduced |
| Central Trust Co | 691 | $687.0K | 0.02% | −5−0.7% | Reduced |
| Seeyond | 689 | $684.0K | 0.07% | −1,168−62.9% | Reduced |
| Weather Gauge Advisory, LLC | 687 | $683.0K | 0.88% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 686 | $682.0K | 0.28% | +58+9.2% | Added |
| Frontier Wealth Management LLC | 683 | $679.0K | 0.05% | −13−1.9% | Reduced |
| Main Street Financial Solutions, LLC | 679 | $675.0K | 0.10% | +124+22.3% | Added |
| Integrated Wealth Concepts LLC | 678 | $674.0K | 0.02% | −14−2.0% | Reduced |
| Moseley Investment Management Inc | 667 | $673.0K | 0.34% | −16−2.3% | Reduced |
| Grove Bank & Trust | 674 | $670.0K | 0.14% | +72+12.0% | Added |
| HYA Advisors, Inc | 2,058 | $667.0K | 0.27% | +1,372+200.0% | Added |
| Spears Abacus Advisors LLC | 670 | $666.0K | 0.05% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 669 | $665.0K | 0.29% | −32−4.6% | Reduced |
| HBK Sorce Advisory LLC | 668 | $664.0K | 0.04% | +12+1.8% | Added |
| Mark Stevens | 658 | $654.0K | 0.07% | −117−15.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 653 | $649.0K | 0.04% | +35+5.7% | Added |
| Manchester Capital Management LLC | 651 | $647.0K | 0.09% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 651 | $647.0K | 0.06% | +219+50.7% | Added |
| Beese Fulmer Investment Management, Inc. | 646 | $642.0K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 636 | $632.0K | 0.17% | +9+1.4% | Added |
| Engine No. 1 LLC | 636 | $632.0K | 0.16% | +260+69.1% | Added |
| Sawtooth Solutions, LLC | 630 | $626.0K | 0.10% | +125+24.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 627 | $623.0K | 0.05% | +21+3.5% | Added |
| Phoenix Holdings Ltd. | 630 | $623.0K | 0.01% | +630 | New |
| Foresight Wealth Management, LLC | 624 | $620.0K | 0.27% | −31−4.7% | Reduced |
| Scholtz & Company, LLC | 622 | $618.0K | 0.22% | −9−1.4% | Reduced |
| Kore Private Wealth LLC | 620 | $616.0K | 0.06% | +177+40.0% | Added |
| First Heartland Consultants, Inc. | 618 | $614.0K | 0.09% | +19+3.2% | Added |
| Bank Hapoalim BM | 616 | $612.0K | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 615 | $611.0K | 0.01% | −2,225−78.3% | Reduced |
| Tower Bridge Advisors | 1,800 | $596.5K | 0.04% | +1,200+200.0% | Added |
| Capital Investment Counsel, Inc | 600 | $596.0K | 0.13% | 00.0% | Unchanged |
| Navalign, LLC | 600 | $596.0K | 0.25% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 599 | $595.0K | 0.06% | −609−50.4% | Reduced |
| SeaCrest Wealth Management, LLC | 597 | $594.0K | 0.07% | +12+2.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 597 | $593.5K | 0.15% | +200+50.4% | Added |
| GYL Financial Synergies, LLC | 593 | $590.0K | 0.30% | −232−28.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 593 | $590.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 592 | $589.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 589 | $586.0K | 0.04% | +85+16.9% | Added |
| First United Bank Trust | 581 | $578.0K | 0.24% | +59+11.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 577 | $574.0K | 0.13% | +1+0.2% | Added |
| Corbett Road Capital Management, LLC | 576 | $573.0K | 0.99% | +35+6.5% | Added |
| BTC Capital Management, Inc. | 572 | $570.0K | 0.06% | +572 | New |
| Modera Wealth Management, LLC | 569 | $566.0K | 0.03% | +3+0.5% | Added |
| TSFG, LLC | 565 | $562.0K | 0.22% | +3+0.5% | Added |
| EFG Asset Management (Americas) Corp. | 565 | $562.0K | 0.10% | +67+13.5% | Added |
| Ameritas Investment Company, LLC | 563 | $560.0K | 0.03% | +346+159.4% | Added |
| Anchor Investment Management, LLC | 563 | $559.7K | 0.08% | −6−1.1% | Reduced |
| Clean Yield Group | 561 | $558.0K | 0.20% | 00.0% | Unchanged |
| Financial Consulate, Inc | 557 | $554.0K | 0.20% | +8+1.5% | Added |
| Teza Capital Management LLC | 557 | $554.0K | 0.27% | +557 | New |
| Symmetry Partners, LLC | 1,674 | $553.0K | 0.04% | +1,116+200.0% | Added |