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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 990 | $338.5K | 0.15% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 995 | $340.2K | 0.22% | 00.0% | Unchanged |
| David Loasby | 1,033 | $341.0K | 0.04% | −32−3.0% | Reduced |
| Moors & Cabot, Inc. | 998 | $341.3K | 0.02% | −436−30.4% | Reduced |
| Journey Advisory Group, LLC | 998 | $341.3K | 0.05% | +120+13.7% | Added |
| Dearborn Partners LLC | 999 | $341.6K | 0.01% | +23+2.4% | Added |
| Alta Advisers Ltd | 1,000 | $341.9K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,001 | $342.3K | 0.08% | −46−4.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,003 | $343.0K | 0.03% | −122−10.8% | Reduced |
| Accredited Investors Inc. | 1,003 | $343.0K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,004 | $343.3K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 1,006 | $344.0K | 0.09% | −6−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,007 | $344.3K | 0.07% | −105−9.4% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $345.0K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,009 | $345.0K | 0.01% | +32+3.3% | Added |
| Souders Financial Advisors | 1,011 | $345.7K | 0.07% | −1−0.1% | Reduced |
| Arkadios Wealth Advisors | 1,012 | $345.9K | 0.04% | −12−1.2% | Reduced |
| Eagle Bay Advisors LLC | 1,012 | $346.0K | 0.20% | −48−4.5% | Reduced |
| Synergy Financial Group, LTD | 1,014 | $346.7K | 0.47% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,018 | $348.1K | 0.03% | +1,018 | New |
| Investment Partners, Ltd. | 1,021 | $349.1K | 0.18% | +191+23.0% | Added |
| Partners Capital Investment Group, LLP | 1,023 | $349.8K | 0.01% | +1,023 | New |
| Wade G W & Inc | 1,027 | $351.0K | 0.01% | +38+3.8% | Added |
| Capital Market Strategies LLC | 1,027 | $351.2K | 0.33% | +1,027 | New |
| BSW Wealth Partners | 1,028 | $351.5K | 0.07% | −10−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $351.9K | 0.02% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,035 | $353.9K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 1,037 | $354.6K | 0.00% | −9−0.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,040 | $355.6K | 0.02% | −24,888−96.0% | Reduced |
| Geneos Wealth Management Inc. | 1,044 | $357.0K | 0.02% | −89−7.9% | Reduced |
| Olistico Wealth, LLC | 1,045 | $357.3K | 0.31% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,046 | $357.7K | 0.05% | −9−0.9% | Reduced |
| Beacon Financial Group | 1,057 | $358.0K | 0.05% | +1,057 | New |
| Resonant Capital Advisors, LLC | 1,048 | $358.4K | 0.04% | +44+4.4% | Added |
| Kapstone Financial Advisors LLC | 1,122 | $363.5K | 0.30% | −45−3.9% | Reduced |
| Ergoteles LLC | 1,066 | $364.5K | 0.02% | −129−10.8% | Reduced |
| Humankind Investments LLC | 1,070 | $365.9K | 0.14% | +1,070 | New |
| Financial Management Network Inc | 1,100 | $369.6K | 0.13% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 1,085 | $371.0K | 0.24% | +1,085 | New |
| Private Wealth Advisors | 1,086 | $371.3K | 0.16% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,088 | $372.0K | 0.04% | +42+4.0% | Added |
| Inspire Advisors, LLC | 1,090 | $372.7K | 0.07% | +121+12.5% | Added |
| Financial Perspectives, Inc | 1,091 | $373.1K | 0.16% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,035 | $373.8K | 0.13% | +1,035 | New |
| Kovack Advisors, Inc. | 1,095 | $374.4K | 0.05% | +101+10.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,100 | $376.1K | 0.11% | +20+1.9% | Added |
| J. W. Coons Advisors, LLC | 1,104 | $377.5K | 0.10% | +30+2.8% | Added |
| BDO Wealth Advisors, LLC | 1,108 | $378.9K | 0.04% | +51+4.8% | Added |
| TRUE Private Wealth Advisors | 1,109 | $379.2K | 0.06% | −6−0.5% | Reduced |
| Sittner & Nelson, LLC | 1,109 | $379.2K | 0.21% | +41+3.8% | Added |
| D.B. Root & Company, LLC | 1,120 | $383.0K | 0.14% | −343−23.4% | Reduced |
| Rossmore Private Capital | 1,125 | $384.7K | 0.06% | −30−2.6% | Reduced |
| Norris Perne & French LLP | 1,125 | $384.7K | 0.03% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,130 | $386.4K | 0.13% | 00.0% | Unchanged |
| Tobam | 1,134 | $388.0K | 0.03% | +580+104.7% | Added |
| High Pines Wealth Management, LLC | 1,137 | $388.8K | 0.59% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,138 | $389.0K | 0.01% | +78+7.4% | Added |
| Channel Wealth LLC | 1,138 | $389.1K | 0.22% | +274+31.7% | Added |
| Ronald Blue Trust, Inc. | 1,531 | $391.0K | 0.01% | −468−23.4% | Reduced |
| Financial Engines Advisors L.L.C. | 1,145 | $391.5K | 0.00% | +22+2.0% | Added |
| AdvisorNet Financial, Inc | 1,147 | $392.2K | 0.03% | −46−3.9% | Reduced |
| CWA Asset Management Group, LLC | 1,147 | $392.2K | 0.03% | +323+39.2% | Added |
| Vigilare Wealth Management | 1,149 | $392.9K | 0.23% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,151 | $393.6K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,153 | $394.1K | 0.01% | +88+8.3% | Added |
| Stokes Family Office, LLC | 1,153 | $394.3K | 0.05% | +37+3.3% | Added |
| Mizuho Securities Co. Ltd. | 1,160 | $396.6K | 0.89% | −540−31.8% | Reduced |
| Great Diamond Partners, LLC | 1,160 | $396.6K | 0.10% | +44+3.9% | Added |
| Sage Mountain Advisors LLC | 1,163 | $397.7K | 0.06% | −9−0.8% | Reduced |
| Clearstead Advisors, LLC | 1,165 | $398.4K | 0.02% | +362+45.1% | Added |
| Silverlake Wealth Management LLC | 1,168 | $399.4K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,169 | $399.7K | 0.03% | −3,063−72.4% | Reduced |
| Callahan Advisors, LLC | 1,170 | $400.1K | 0.05% | −85−6.8% | Reduced |
| Avenue 1 Advisors, LLC | 1,172 | $400.8K | 0.19% | −49−4.0% | Reduced |
| Hall Laurie J Trustee | 1,175 | $402.0K | 0.16% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,200 | $406.0K | 0.21% | +100+9.1% | Added |
| Yarbrough Capital, LLC | 1,190 | $406.9K | 0.02% | +1,190 | New |
| Revolve Wealth Partners, LLC | 1,193 | $407.9K | 0.10% | +101+9.2% | Added |
| Apriem Advisors | 1,195 | $408.6K | 0.06% | −22−1.8% | Reduced |
| Jackson Square Capital, LLC | 1,195 | $408.6K | 0.16% | −5−0.4% | Reduced |
| Pegasus Partners Ltd. | 1,199 | $410.0K | 0.06% | −221−15.6% | Reduced |
| Tradition Wealth Management, LLC | 1,206 | $412.0K | 0.05% | +146+13.8% | Added |
| Polaris Wealth Advisory Group, LLC | 1,205 | $412.0K | 0.03% | +1,205 | New |
| Planning Center, Inc. | 1,207 | $412.7K | 0.10% | +7+0.6% | Added |
| True North Advisors, LLC | 1,207 | $412.9K | 0.12% | +296+32.5% | Added |
| Laidlaw Wealth Management LLC | 1,211 | $414.1K | 0.08% | −31−2.5% | Reduced |
| NorthRock Partners, LLC | 1,211 | $414.1K | 0.05% | +11+0.9% | Added |
| Ropes Wealth Advisors LLC | 1,213 | $414.8K | 0.07% | −3−0.2% | Reduced |
| Investmark Advisory Group LLC | 1,215 | $415.5K | 0.28% | −321−20.9% | Reduced |
| Keel Point, LLC | 1,219 | $416.8K | 0.06% | +162+15.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,220 | $417.2K | 0.02% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 1,238 | $423.3K | 0.10% | −234−15.9% | Reduced |
| Naples Global Advisors, LLC | 1,238 | $423.3K | 0.05% | 00.0% | Unchanged |
| Efg Capital International Corp. | 1,238 | $423.3K | 0.10% | +1,238 | New |
| Marcum Wealth, LLC | 1,244 | $425.4K | 0.05% | −1,383−52.6% | Reduced |
| Advisory Research Inc | 1,249 | $427.1K | 0.05% | +1,249 | New |
| Convergence Investment Partners, LLC | 1,252 | $428.0K | 0.25% | +1,252 | New |
| Everhart Financial Group, Inc. | 1,254 | $428.8K | 0.18% | +193+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,261 | $431.1K | 0.00% | +63+5.3% | Added |
| PDS Planning, Inc | 1,261 | $431.2K | 0.06% | +214+20.4% | Added |