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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 1,274 | $435.6K | 0.08% | −35−2.7% | Reduced |
| Jump Financial, LLC | 1,279 | $437.3K | 0.02% | −90−6.6% | Reduced |
| Essex Financial Services, Inc. | 1,293 | $442.1K | 0.05% | −1,503−53.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,305 | $446.2K | 0.03% | −15−1.1% | Reduced |
| Parsons Capital Management Inc | 1,314 | $449.3K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,328 | $454.1K | 0.17% | +9+0.7% | Added |
| Symmetry Partners, LLC | 1,332 | $455.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,337 | $457.2K | 0.03% | −92−6.4% | Reduced |
| Mitchell Sinkler & Starr | 1,337 | $457.2K | 0.13% | +45+3.5% | Added |
| NorthCrest Asset Manangement, LLC | 1,340 | $458.2K | 0.02% | −156−10.4% | Reduced |
| Bailard, Inc. | 1,346 | $460.3K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,351 | $462.0K | 0.08% | −132−8.9% | Reduced |
| Catalyst Financial Partners LLC | 1,353 | $462.6K | 0.16% | +246+22.2% | Added |
| TFC Financial Management | 1,360 | $465.0K | 0.11% | −106−7.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,361 | $465.4K | 0.08% | +160+13.3% | Added |
| Level Four Advisory Services, LLC | 1,362 | $465.7K | 0.03% | +5+0.4% | Added |
| Financial Management Professionals, Inc. | 1,363 | $466.0K | 0.08% | +3+0.2% | Added |
| Colony Group LLC | 1,367 | $467.0K | 0.01% | −14−1.0% | Reduced |
| LJI Wealth Management, LLC | 1,368 | $467.8K | 0.14% | −6−0.4% | Reduced |
| WFA of San Diego, LLC | 1,380 | $471.9K | 0.46% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,384 | $473.2K | 0.18% | +1,384 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,390 | $475.3K | 0.06% | +55+4.1% | Added |
| Resources Management Corp | 1,400 | $479.0K | 0.07% | −130−8.5% | Reduced |
| Allstate Corp | 1,401 | $479.1K | 0.03% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,406 | $480.8K | 0.16% | +81+6.1% | Added |
| Pure Financial Advisors, Inc. | 1,407 | $481.1K | 0.02% | +1,407 | New |
| Cable Hill Partners, LLC | 1,408 | $481.5K | 0.06% | +1,408 | New |
| Empower Advisory Group, LLC | 1,411 | $482.5K | 0.00% | −28−1.9% | Reduced |
| SFE Investment Counsel | 1,419 | $485.2K | 0.14% | −121−7.9% | Reduced |
| Proficio Capital Partners LLC | 1,420 | $485.6K | 0.07% | −58−3.9% | Reduced |
| Matisse Capital | 1,423 | $486.6K | 0.30% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,424 | $486.9K | 0.02% | −3−0.2% | Reduced |
| Nomura Holdings Inc | 1,425 | $487.3K | 0.00% | +1,425 | New |
| Nations Financial Group Inc, | 1,427 | $487.9K | 0.05% | +197+16.0% | Added |
| Riverstone Advisors, LLC | 1,437 | $491.4K | 0.30% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,440 | $492.4K | 1.43% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,447 | $494.8K | 0.04% | −76−5.0% | Reduced |
| WSFS Capital Management, LLC | 1,456 | $497.8K | 0.05% | +16+1.1% | Added |
| Cambridge Advisors Inc. | 1,478 | $505.4K | 0.13% | −91−5.8% | Reduced |
| Integrated Advisors Network LLC | 1,481 | $506.4K | 0.03% | +70+5.0% | Added |
| Founders Financial Securities LLC | 1,485 | $507.8K | 0.07% | +92+6.6% | Added |
| Buckingham Strategic Partners | 1,487 | $508.7K | 0.03% | +28+1.9% | Added |
| TSFG, LLC | 1,494 | $511.0K | 0.19% | +4+0.3% | Added |
| Financial Advocates Investment Management | 1,498 | $512.2K | 0.04% | −178−10.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,502 | $513.6K | 0.10% | +1,502 | New |
| Cassady Schiller Wealth Management, LLC | 1,506 | $515.0K | 0.28% | +12+0.8% | Added |
| Miracle Mile Advisors, LLC | 1,506 | $515.0K | 0.02% | +82+5.8% | Added |
| IHT Wealth Management, LLC | 1,514 | $517.7K | 0.03% | +71+4.9% | Added |
| PGGM Investments | 1,522 | $520.0K | 0.01% | +1,522 | New |
| Biltmore Family Office, LLC | 1,524 | $521.1K | 0.11% | −169−10.0% | Reduced |
| Mendel Money Management | 1,524 | $521.1K | 0.27% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,524 | $521.1K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,531 | $523.5K | 0.36% | +31+2.1% | Added |
| First Business Financial Services, Inc. | 1,533 | $524.2K | 0.06% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,534 | $525.0K | 0.05% | −150−8.9% | Reduced |
| Warren Averett Asset Management, LLC | 1,552 | $530.7K | 0.02% | −10−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,556 | $532.1K | 0.10% | +334+27.3% | Added |
| Aaron Wealth Advisors | 1,557 | $532.4K | 0.07% | +177+12.8% | Added |
| Pallas Capital Advisors LLC | 1,510 | $534.3K | 0.02% | +16+1.1% | Added |
| Graypoint LLC | 1,564 | $534.8K | 0.05% | +317+25.4% | Added |
| SPC Financial, Inc. | 1,570 | $536.8K | 0.06% | −80−4.8% | Reduced |
| Geneva Partners, LLC | 1,573 | $537.9K | 0.35% | +1,573 | New |
| 1776 Wealth LLC | 1,590 | $543.7K | 0.29% | +1,590 | New |
| Great Valley Advisor Group, Inc. | 1,590 | $544.0K | 0.02% | −575−26.6% | Reduced |
| Fidelis Capital Partners, LLC | 1,591 | $544.0K | 0.20% | +60+3.9% | Added |
| Cullinan Associates Inc | 1,600 | $547.1K | 0.03% | +100+6.7% | Added |
| Inceptionr LLC | 1,620 | $553.9K | 0.30% | +1,620 | New |
| Crestwood Advisors Group LLC | 1,621 | $554.4K | 0.02% | +98+6.4% | Added |
| Pine Haven Investment Counsel, Inc | 1,625 | $555.7K | 0.55% | −150−8.5% | Reduced |
| Private Portfolio Partners LLC | 1,639 | $560.4K | 0.14% | −145−8.1% | Reduced |
| Davy Global Fund Management Ltd | 1,647 | $563.2K | 0.11% | −402−19.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,647 | $563.2K | 0.05% | −7−0.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,653 | $565.0K | 0.03% | −2−0.1% | Reduced |
| Grove Bank & Trust | 1,658 | $566.9K | 0.11% | +969+140.6% | Added |
| AMG National Trust Bank | 1,663 | $568.6K | 0.02% | +330+24.8% | Added |
| Prime Capital Investment Advisors, LLC | 1,665 | $569.3K | 0.01% | +1,665 | New |
| Davis R M Inc | 1,666 | $570.0K | 0.01% | +12+0.7% | Added |
| Modera Wealth Management, LLC | 1,681 | $574.8K | 0.01% | +58+3.6% | Added |
| Main Street Financial Solutions, LLC | 1,684 | $575.8K | 0.08% | −67−3.8% | Reduced |
| Windsor Group LTD | 1,685 | $576.0K | 0.10% | +135+8.7% | Added |
| Global Retirement Partners, LLC | 1,685 | $576.2K | 0.03% | +332+24.5% | Added |
| RB Capital Management, LLC | 1,697 | $580.3K | 0.18% | −34−2.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,700 | $581.0K | 0.37% | −600−26.1% | Reduced |
| First Heartland Consultants, Inc. | 1,700 | $581.3K | 0.08% | +30+1.8% | Added |
| Focus Financial Network, Inc. | 1,702 | $582.1K | 0.03% | −13−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 1,703 | $582.3K | 0.04% | −59−3.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,708 | $584.0K | 0.06% | −117−6.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $587.5K | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 1,724 | $589.5K | 0.26% | +209+13.8% | Added |
| Richard W. Paul & Associates, LLC | 1,732 | $592.2K | 0.26% | −181−9.5% | Reduced |
| Invesco, LLC | 1,749 | $598.1K | 0.29% | +1,749 | New |
| Park National Corp | 1,750 | $598.4K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 1,751 | $598.7K | 0.05% | +16+0.9% | Added |
| Patron Partners Advisors, LLC | 1,752 | $599.1K | 0.42% | +271+18.3% | Added |
| Missouri Trust & Investment Co | 1,755 | $600.1K | 0.34% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,760 | $601.8K | 0.22% | −143−7.5% | Reduced |
| Values First Advisors, Inc. | 1,763 | $602.7K | 0.36% | −70−3.8% | Reduced |
| Impax Asset Management Group plc | 1,763 | $602.8K | 0.00% | +110+6.7% | Added |
| Winton Group Ltd | 1,767 | $604.2K | 0.05% | +2+0.1% | Added |
| Gryphon Financial Partners LLC | 1,768 | $604.6K | 0.13% | −227−11.4% | Reduced |