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 2023
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2023. 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
- 1,558
- +153 vs. Q1 2023
- Shares held
- 295.7M
- +3.07M (+1.0%) vs. Q1 2023
- Total value
- $100.9B
- +$26.3B (+35.2%) vs. Q1 2023
- New holders
- 210
- 553 more added
- Sold out
- 57
- 557 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 751 | $257.0K | 0.02% | +751 | New |
| First National Bank of Omaha | 759 | $259.5K | 0.01% | −32−4.0% | Reduced |
| Barings LLC | 759 | $259.5K | 0.01% | +759 | New |
| Ameritas Advisory Services, LLC | 789 | $261.4K | 0.03% | −751−48.8% | Reduced |
| United Capital Management of KS, Inc. | 769 | $263.0K | 0.08% | −105−12.0% | Reduced |
| Thrive Wealth Management, LLC | 769 | $263.0K | 0.07% | +769 | New |
| GPS Wealth Strategies Group, LLC | 776 | $265.3K | 0.05% | +10+1.3% | Added |
| Middleton & Co Inc | 783 | $267.7K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 784 | $268.1K | 0.03% | +784 | New |
| Holderness Investments Co | 794 | $271.5K | 0.10% | +5+0.6% | Added |
| Arnhold LLC | 800 | $273.6K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 800 | $273.6K | 0.12% | +800 | New |
| ProVise Management Group, LLC | 801 | $273.9K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $273.9K | 0.09% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 801 | $273.9K | 0.09% | +801 | New |
| Arcataur Capital Management LLC | 801 | $273.9K | 0.11% | +801 | New |
| Driehaus Capital Management LLC | 803 | $274.6K | 0.00% | +803 | New |
| Financial Insights, Inc. | 807 | $275.9K | 0.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 807 | $275.9K | 0.02% | +807 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 812 | $277.7K | 0.07% | −81−9.1% | Reduced |
| Verus Capital Partners, LLC | 822 | $281.1K | 0.04% | −10−1.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 822 | $281.1K | 0.10% | 00.0% | Unchanged |
| Tufton Capital Management | 825 | $282.1K | 0.06% | −15−1.8% | Reduced |
| Valmark Advisers, Inc. | 828 | $283.1K | 0.01% | −3−0.4% | Reduced |
| Graham Capital Management, L.P. | 834 | $285.2K | 0.01% | −354−29.8% | Reduced |
| Wealthspire Advisors, LLC | 836 | $285.9K | 0.00% | +836 | New |
| UMA Financial Services, Inc. | 851 | $286.0K | 0.07% | −58−6.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 839 | $286.9K | 0.02% | +839 | New |
| Garden State Investment Advisory Services LLC | 839 | $286.9K | 0.13% | +839 | New |
| Asahi Life Asset Management Co., Ltd. | 840 | $287.2K | 0.09% | −1,330−61.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 840 | $287.2K | 0.03% | +4+0.5% | Added |
| Rollins Financial | 842 | $287.9K | 0.08% | +842 | New |
| V-Square Quantitative Management LLC | 843 | $288.3K | 0.21% | +50+6.3% | Added |
| Engineers Gate Manager LP | 844 | $288.6K | 0.01% | −1,841−68.6% | Reduced |
| Ulland Investment Advisors, LLC | 846 | $289.0K | 0.30% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 856 | $289.7K | 0.27% | +856 | New |
| Bank Hapoalim BM | 847 | $290.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 850 | $290.6K | 0.29% | −1−0.1% | Reduced |
| TD Private Client Wealth LLC | 852 | $291.3K | 0.01% | +112+15.1% | Added |
| Concord Wealth Partners | 853 | $291.7K | 0.06% | +323+60.9% | Added |
| Coastline Trust Co | 855 | $292.4K | 0.04% | +855 | New |
| Wrapmanager Inc | 856 | $292.7K | 0.09% | −48−5.3% | Reduced |
| Trillium Asset Management, LLC | 861 | $294.0K | 0.01% | +861 | New |
| Evercore Wealth Management, LLC | 861 | $294.4K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 861 | $294.4K | 0.11% | +4+0.5% | Added |
| TrinityPoint Wealth, LLC | 862 | $294.8K | 0.06% | +8+0.9% | Added |
| Magnus Financial Group LLC | 862 | $294.8K | 0.04% | +73+9.3% | Added |
| Delta Financial Group, Inc. | 862 | $295.0K | 0.35% | +862 | New |
| Glassy Mountain Advisors, Inc. | 863 | $295.1K | 0.13% | +863 | New |
| Goepper Burkhardt LLC | 864 | $295.4K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 871 | $297.8K | 0.22% | −10−1.1% | Reduced |
| Evoke Wealth, LLC | 873 | $298.5K | 0.01% | +873 | New |
| Financial Advisory Service, Inc. | 874 | $298.9K | 0.04% | +26+3.1% | Added |
| Cobblestone Capital Advisors LLC | 876 | $299.5K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 970 | $300.0K | 0.05% | +970 | New |
| Continental Investors Services, Inc. | 906 | $301.8K | 0.36% | +906 | New |
| Edge Capital Group, LLC | 886 | $303.0K | 0.02% | −14−1.6% | Reduced |
| Clarus Group, Inc. | 895 | $306.0K | 0.22% | −490−35.4% | Reduced |
| Northstar Asset Management LLC | 900 | $307.7K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 900 | $307.7K | 0.33% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $307.7K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $307.7K | 0.28% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 901 | $308.1K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 902 | $308.4K | 0.15% | +65+7.8% | Added |
| Massmutual Trust Co FSB | 902 | $308.4K | 0.01% | +155+20.7% | Added |
| Morningstar Investment Management LLC | 908 | $310.0K | 0.04% | +908 | New |
| SRS Capital Advisors, Inc. | 908 | $310.5K | 0.04% | −426−31.9% | Reduced |
| Capital Financial Planning, LLC | 909 | $310.8K | 0.11% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 915 | $312.9K | 0.24% | 00.0% | Unchanged |
| Avion Wealth | 918 | $313.0K | 0.08% | +14+1.5% | Added |
| Aries Wealth Management | 917 | $313.6K | 0.12% | −177−16.2% | Reduced |
| Quent Capital, LLC | 918 | $313.9K | 0.05% | +42+4.8% | Added |
| Northwest Wealth Management, LLC | 921 | $314.9K | 0.11% | −1−0.1% | Reduced |
| Harbour Investments, Inc. | 929 | $317.7K | 0.02% | +80+9.4% | Added |
| WESPAC Advisors SoCal, LLC | 930 | $318.0K | 0.11% | −20−2.1% | Reduced |
| TFB Advisors LLC | 933 | $319.0K | 0.14% | +933 | New |
| Benjamin Edwards Inc | 939 | $321.0K | 0.07% | +728+345.0% | Added |
| Lake Street Financial LLC | 940 | $321.4K | 0.06% | −58−5.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 941 | $321.8K | 0.03% | −16−1.7% | Reduced |
| Pictet North America Advisors SA | 946 | $323.5K | 0.04% | −150−13.7% | Reduced |
| ZWJ Investment Counsel Inc | 946 | $323.5K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 948 | $324.2K | 0.18% | −251−20.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 949 | $324.5K | 0.09% | +37+4.1% | Added |
| Ipswich Investment Management Co., Inc. | 950 | $324.8K | 0.09% | +5+0.5% | Added |
| KG&L Capital Management,LLC | 951 | $325.2K | 0.16% | −342−26.5% | Reduced |
| Granite Investment Partners, LLC | 952 | $325.5K | 0.01% | +30+3.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 955 | $326.6K | 0.01% | +955 | New |
| GraniteShares Advisors LLC | 961 | $328.6K | 0.30% | −86−8.2% | Reduced |
| MONECO Advisors, LLC | 963 | $329.2K | 0.09% | −1−0.1% | Reduced |
| TCI Wealth Advisors, Inc. | 963 | $329.3K | 0.04% | +25+2.7% | Added |
| 9258 Wealth Management, LLC | 965 | $330.0K | 0.06% | −17−1.7% | Reduced |
| Diversified, LLC | 968 | $331.0K | 0.08% | −6−0.6% | Reduced |
| Acropolis Investment Management, LLC | 968 | $331.0K | 0.03% | +20+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 972 | $332.4K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 974 | $333.1K | 0.06% | −1,249−56.2% | Reduced |
| Guyasuta Investment Advisors Inc | 974 | $333.1K | 0.02% | +11+1.1% | Added |
| Chesapeake Wealth Management | 976 | $333.7K | 0.13% | +976 | New |
| Baron Silver Stevens Financial Advisors, LLC | 981 | $335.4K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 984 | $336.5K | 0.03% | +3+0.3% | Added |
| Ullmann Financial Group, Inc. | 987 | $337.5K | 0.07% | +42+4.4% | Added |