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, Q2 2022
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2022. 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
- 1,327
- −123 vs. Q1 2022
- Shares held
- 296.1M
- −2.73M (−0.9%) vs. Q1 2022
- Total value
- $59.5B
- −$30.5B (−33.9%) vs. Q1 2022
- New holders
- 112
- 547 more added
- Sold out
- 235
- 459 more reduced
21 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 609 | $122.2K | 0.01% | −99−14.0% | Reduced |
| Trust Co | 612 | $123.0K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 620 | $124.0K | 0.08% | +35+6.0% | Added |
| Laffer Tengler Investments | 618 | $124.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 622 | $125.0K | 0.02% | +622 | New |
| Spectrum Management Group, LLC | 645 | $129.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 648 | $130.0K | 0.04% | −115−15.1% | Reduced |
| West Paces Advisors Inc. | 651 | $130.7K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 656 | $132.0K | 0.02% | +200+43.9% | Added |
| Dividend Assets Capital, LLC | 690 | $138.0K | 0.03% | 00.0% | Unchanged |
| Motco | 693 | $139.0K | 0.01% | −89−11.4% | Reduced |
| Rowland & Co Investment Counsel | 702 | $140.9K | 0.04% | +215+44.1% | Added |
| Concord Wealth Partners | 701 | $141.0K | 0.04% | +100+16.6% | Added |
| Fieldpoint Private Securities, LLC | 709 | $142.0K | 0.04% | −201−22.1% | Reduced |
| AdvisorNet Financial, Inc | 723 | $145.0K | 0.01% | −123−14.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 725 | $145.5K | 0.08% | +365+101.4% | Added |
| Harvest Fund Management Co., Ltd | 727 | $146.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 732 | $147.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 743 | $150.0K | 0.04% | +201+37.1% | Added |
| DuPont Capital Management Corp | 750 | $151.0K | 0.01% | −1,627−68.4% | Reduced |
| Evoke Wealth, LLC | 753 | $151.0K | 0.01% | −248−24.8% | Reduced |
| Tradition Wealth Management, LLC | 764 | $153.0K | 0.02% | −25−3.2% | Reduced |
| Park Circle Co | 800 | $161.0K | 0.16% | 00.0% | Unchanged |
| Washington Trust Co | 802 | $161.0K | 0.01% | +39+5.1% | Added |
| TCI Wealth Advisors, Inc. | 856 | $172.0K | 0.03% | −66−7.2% | Reduced |
| Edge Capital Group, LLC | 886 | $178.0K | 0.02% | −32−3.5% | Reduced |
| Belpointe Asset Management LLC | 896 | $180.0K | 0.01% | −322−26.4% | Reduced |
| Prestige Wealth Management Group LLC | 899 | $180.0K | 0.05% | −52−5.5% | Reduced |
| Tobam | 896 | $180.0K | 0.01% | +896 | New |
| Avion Wealth | 922 | $185.0K | 0.06% | +22+2.4% | Added |
| Acropolis Investment Management, LLC | 945 | $190.0K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 1,001 | $201.0K | 0.00% | +312+45.3% | Added |
| Westwood Management Corp | 1,000 | $201.0K | 0.03% | +1,000 | New |
| Advisors Capital Management, LLC | 1,011 | $203.0K | 0.01% | −196−16.2% | Reduced |
| Accredited Investors Inc. | 1,011 | $203.0K | 0.02% | −5−0.5% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $203.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,018 | $204.0K | 0.01% | −300−22.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,015 | $204.0K | 0.03% | −43−4.1% | Reduced |
| Bailard, Inc. | 1,026 | $206.0K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,027 | $206.0K | 0.04% | +25+2.5% | Added |
| Hendershot Investments Inc. | 1,031 | $207.0K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $207.0K | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,034 | $208.0K | 0.08% | −8,364−89.0% | Reduced |
| Souders Financial Advisors | 1,045 | $210.0K | 0.06% | +1,045 | New |
| Heirloom Wealth Management | 900 | $210.0K | 0.17% | +900 | New |
| Desjardins Global Asset Management Inc. | 1,056 | $211.0K | 0.03% | −40−3.6% | Reduced |
| Ropes Wealth Advisors LLC | 1,052 | $211.0K | 0.04% | +9+0.9% | Added |
| Childress Capital Advisors, LLC | 1,051 | $211.0K | 0.08% | +92+9.6% | Added |
| Parcion Private Wealth LLC | 1,004 | $212.0K | 0.02% | −96−8.7% | Reduced |
| BDO Wealth Advisors, LLC | 1,057 | $212.0K | 0.03% | +1,000+1,754.4% | Added |
| J. W. Coons Advisors, LLC | 1,072 | $213.0K | 0.08% | −54−4.8% | Reduced |
| Keel Point, LLC | 894 | $213.0K | 0.03% | −94−9.5% | Reduced |
| International Assets Investment Management, LLC | 1,067 | $214.0K | 0.04% | −60−5.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 928 | $214.0K | 0.05% | −124−11.8% | Reduced |
| True North Advisors, LLC | 1,068 | $214.0K | 0.07% | +80+8.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,065 | $214.0K | 0.02% | +91+9.3% | Added |
| TRUE Private Wealth Advisors | 1,072 | $215.0K | 0.03% | −116−9.8% | Reduced |
| Vaughan David Investments LLC | 1,077 | $216.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,074 | $216.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,080 | $216.8K | 0.12% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,070 | $217.0K | 0.04% | +42+4.1% | Added |
| Wade G W & Inc | 1,082 | $217.0K | 0.01% | +84+8.4% | Added |
| Quadrant Private Wealth Management, LLC | 1,081 | $217.0K | 0.09% | +224+26.1% | Added |
| Heritage Wealth Management, LLC | 1,095 | $219.8K | 0.07% | −75−6.4% | Reduced |
| Drive Wealth Management, LLC | 1,094 | $220.0K | 0.20% | −3−0.3% | Reduced |
| Marcum Wealth, LLC | 1,100 | $221.0K | 0.03% | +14+1.3% | Added |
| MQS Management LLC | 1,108 | $222.0K | 0.15% | −605−35.3% | Reduced |
| WMS Partners, LLC | 1,108 | $222.0K | 0.03% | −110−9.0% | Reduced |
| Gilbert & Cook, Inc. | 1,112 | $223.0K | 0.04% | +1,112 | New |
| ZWJ Investment Counsel Inc | 1,116 | $224.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,119 | $225.0K | 0.04% | −275−19.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,120 | $225.0K | 0.06% | +1,120 | New |
| Mizuho Markets Cayman LP | 1,122 | $225.0K | 0.04% | +1,122 | New |
| Encompass Wealth Advisors, LLC | 1,125 | $226.0K | 0.08% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,130 | $227.0K | 0.18% | −249−18.1% | Reduced |
| Aspiriant, LLC | 1,136 | $228.0K | 0.01% | +1,136 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,143 | $229.0K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,140 | $229.0K | 0.14% | +1,140 | New |
| Ashton Thomas Private Wealth, LLC | 1,148 | $230.4K | 0.02% | −1,491−56.5% | Reduced |
| Synergy Financial Group, LTD | 1,149 | $231.0K | 0.36% | 00.0% | Unchanged |
| Rollins Financial | 1,150 | $231.0K | 0.08% | +30+2.7% | Added |
| Great Diamond Partners, LLC | 1,151 | $231.0K | 0.08% | +206+21.8% | Added |
| Silverlake Wealth Management LLC | 1,154 | $231.6K | 0.15% | +6+0.5% | Added |
| Rossmore Private Capital | 1,155 | $232.0K | 0.04% | 00.0% | Unchanged |
| Intersect Capital LLC | 1,154 | $232.0K | 0.07% | +295+34.3% | Added |
| Midwest Professional Planners, LTD. | 1,161 | $233.0K | 0.13% | +123+11.8% | Added |
| Amica Retiree Medical Trust | 1,162 | $233.0K | 0.26% | +183+18.7% | Added |
| Calamos Wealth Management LLC | 1,165 | $234.0K | 0.02% | −40−3.3% | Reduced |
| Fiducient Advisors LLC | 1,170 | $235.0K | 0.09% | +1,170 | New |
| Norris Perne & French LLP | 1,185 | $238.0K | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,190 | $239.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,194 | $240.0K | 0.16% | 00.0% | Unchanged |
| Castleark Management LLC | 1,200 | $241.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,200 | $241.0K | 0.09% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $241.0K | 0.08% | +1,200 | New |
| Mather Group, LLC. | 1,206 | $242.0K | 0.01% | −82−6.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,209 | $243.0K | 0.03% | −48−3.8% | Reduced |
| Mizuho Securities Co. Ltd. | 683 | $245.0K | 0.05% | −1,351−66.4% | Reduced |
| Nations Financial Group Inc, | 1,221 | $245.0K | 0.03% | −130−9.6% | Reduced |
| Laidlaw Wealth Management LLC | 1,220 | $245.0K | 0.05% | −86−6.6% | Reduced |