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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,770 | $605.2K | 0.19% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,770 | $605.2K | 0.58% | +645+57.3% | Added |
| AtonRa Partners | 1,776 | $607.3K | 0.94% | −348−16.4% | Reduced |
| Navalign, LLC | 1,800 | $615.5K | 0.25% | 00.0% | Unchanged |
| Heritage Trust Co | 1,801 | $615.8K | 0.09% | 00.0% | Unchanged |
| Q3 Asset Management | 1,815 | $619.0K | 0.30% | +1,815 | New |
| Wealth Architects, LLC | 1,812 | $619.6K | 0.10% | −2−0.1% | Reduced |
| Camden Capital, LLC | 1,818 | $621.6K | 0.07% | −238−11.6% | Reduced |
| Eqis Capital Management, Inc. | 1,832 | $626.4K | 0.07% | +116+6.8% | Added |
| Leonteq Securities AG | 1,834 | $627.1K | 0.06% | −2,274−55.4% | Reduced |
| Ellevest, Inc. | 1,835 | $627.5K | 0.05% | −113−5.8% | Reduced |
| Green Alpha Advisors, LLC | 1,838 | $628.5K | 0.41% | +115+6.7% | Added |
| International Assets Investment Management, LLC | 1,841 | $629.5K | 0.09% | −244−11.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,843 | $630.2K | 0.06% | −219−10.6% | Reduced |
| AXS Investments LLC | 1,845 | $630.9K | 0.17% | −4,803−72.2% | Reduced |
| Brookstone Capital Management | 1,922 | $636.7K | 0.01% | +10+0.5% | Added |
| Tilt Investment Management Holdings, PBC | 1,867 | $638.4K | 0.42% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,884 | $644.0K | 0.05% | −335−15.1% | Reduced |
| Forum Financial Management, LP | 1,894 | $647.6K | 0.01% | −33−1.7% | Reduced |
| Waterloo Capital, L.P. | 1,896 | $648.3K | 0.19% | +263+16.1% | Added |
| PFG Investments, LLC | 1,897 | $648.7K | 0.12% | +62+3.4% | Added |
| Bessemer Securities LLC | 1,901 | $650.0K | 0.43% | −300−13.6% | Reduced |
| Connectus Wealth, LLC | 1,903 | $650.9K | 0.02% | −62−3.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,926 | $658.6K | 0.11% | +142+8.0% | Added |
| Martin Currie Ltd | 1,927 | $658.9K | 0.02% | +1,927 | New |
| Oak Harvest Investment Services | 1,943 | $664.4K | 0.15% | −12,734−86.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,951 | $667.1K | 0.08% | −17−0.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,952 | $667.5K | 0.12% | +50+2.6% | Added |
| Quantbot Technologies LP | 1,957 | $669.2K | 0.04% | −19,142−90.7% | Reduced |
| First Citizens Bank & Trust Co | 1,962 | $670.9K | 0.01% | −88−4.3% | Reduced |
| Manchester Capital Management LLC | 1,979 | $676.7K | 0.09% | +6+0.3% | Added |
| Moloney Securities Asset Management, LLC | 1,981 | $677.4K | 0.12% | +142+7.7% | Added |
| Ballentine Partners, LLC | 1,981 | $677.4K | 0.02% | +193+10.8% | Added |
| Virtue Capital Management, LLC | 2,043 | $682.1K | 0.12% | −175−7.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,000 | $683.9K | 0.08% | −1,500−42.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,001 | $684.2K | 0.09% | +2,001 | New |
| Ausdal Financial Partners, Inc. | 2,006 | $685.9K | 0.09% | −510−20.3% | Reduced |
| Chicago Trust Co NA | 2,010 | $687.3K | 0.16% | +485+31.8% | Added |
| Spears Abacus Advisors LLC | 2,010 | $687.3K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,023 | $691.7K | 0.15% | +84+4.3% | Added |
| Harbor Investment Advisory, LLC | 2,034 | $695.5K | 0.10% | −287−12.4% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $698.9K | 0.59% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,049 | $700.6K | 0.07% | +2,049 | New |
| Western Pacific Wealth Management, LP | 2,057 | $703.4K | 0.53% | +65+3.3% | Added |
| Tiaa, FSB | 2,068 | $707.1K | 0.00% | −506−19.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,072 | $708.0K | 0.05% | +2,072 | New |
| Cannell Peter B & Co Inc | 2,075 | $709.5K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,084 | $713.0K | 0.06% | −4,176−66.7% | Reduced |
| Rowland & Co Investment Counsel | 2,102 | $718.8K | 0.17% | +163+8.4% | Added |
| Paul Damon & Associates, Inc. | 2,121 | $725.3K | 0.45% | +186+9.6% | Added |
| Insigneo Advisory Services, LLC | 2,122 | $725.6K | 0.14% | −130−5.8% | Reduced |
| Michael B. Yongue | 2,123 | $725.9K | 0.68% | −50−2.3% | Reduced |
| Endurance Wealth Management, Inc. | 2,124 | $726.0K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 2,125 | $726.6K | 0.51% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 2,130 | $728.0K | 0.01% | −3,165−59.8% | Reduced |
| Centennial Bank | 2,144 | $733.1K | 0.49% | −935−30.4% | Reduced |
| Wedmont Private Capital | 2,076 | $734.9K | 0.08% | +253+13.9% | Added |
| CX Institutional | 2,154 | $736.5K | 0.04% | +571+36.1% | Added |
| Harrington Investments, INC | 2,155 | $736.9K | 0.48% | +11+0.5% | Added |
| Rothschild Investment Corp | 2,175 | $744.0K | 0.06% | +113+5.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,176 | $744.1K | 0.53% | −10,303−82.6% | Reduced |
| Gilbert & Cook, Inc. | 2,177 | $744.4K | 0.12% | +741+51.6% | Added |
| Balentine LLC | 2,186 | $747.5K | 0.02% | +246+12.7% | Added |
| STF Management LP | 2,194 | $750.2K | 0.81% | −1,730−44.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $751.2K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 2,210 | $755.7K | 0.38% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,329 | $760.5K | 0.25% | −15,664−87.1% | Reduced |
| Diligent Investors, LLC | 2,233 | $763.6K | 0.23% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 2,235 | $764.2K | 0.01% | +2,235 | New |
| Heartland Bank & Trust Co | 2,239 | $765.6K | 0.60% | +27+1.2% | Added |
| Bellecapital International Ltd. | 2,244 | $767.3K | 0.19% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,246 | $768.0K | 0.87% | +2,246 | New |
| EagleClaw Capital Managment, LLC | 2,250 | $769.4K | 0.18% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,266 | $774.8K | 0.01% | −17−0.7% | Reduced |
| Avitas Wealth Management LLC | 2,273 | $777.2K | 0.14% | −29−1.3% | Reduced |
| Voya Financial Advisors, Inc. | 2,303 | $779.5K | 0.09% | −477−17.2% | Reduced |
| Howard Capital Management Group, LLC | 2,287 | $782.0K | 0.07% | −49−2.1% | Reduced |
| Ancora Advisors, LLC | 2,291 | $783.4K | 0.02% | +8+0.4% | Added |
| Fulton Bank, N.A. | 2,293 | $784.1K | 0.04% | +67+3.0% | Added |
| Verdence Capital Advisors LLC | 2,299 | $786.1K | 0.09% | −885−27.8% | Reduced |
| Mirador Capital Partners LP | 2,312 | $790.6K | 0.19% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,337 | $799.1K | 0.04% | −42−1.8% | Reduced |
| Park Place Capital Corp | 2,346 | $802.2K | 0.23% | −138−5.6% | Reduced |
| Baker Avenue Asset Management, LP | 2,360 | $807.0K | 0.04% | +2,149+1,018.5% | Added |
| Atlas Wealth Partners, LLC | 2,400 | $808.0K | 2.33% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,373 | $811.4K | 0.04% | +12+0.5% | Added |
| IFP Advisors, Inc | 1,520 | $814.5K | 0.04% | −7,223−82.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,382 | $814.5K | 0.10% | +139+6.2% | Added |
| Belpointe Asset Management LLC | 2,383 | $814.8K | 0.09% | −1,126−32.1% | Reduced |
| BTC Capital Management, Inc. | 2,182 | $816.9K | 0.09% | −220−9.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,607 | $818.3K | 0.04% | −551−17.4% | Reduced |
| Central Trust Co | 2,404 | $822.0K | 0.02% | −195−7.5% | Reduced |
| Stonegate Investment Group, LLC | 2,407 | $823.0K | 0.03% | +40+1.7% | Added |
| Waldron Private Wealth LLC | 2,410 | $824.1K | 0.04% | +350+17.0% | Added |
| OneAscent Wealth Management LLC | 2,412 | $825.0K | 0.39% | −341−12.4% | Reduced |
| Moseley Investment Management Inc | 2,413 | $825.1K | 0.48% | +60+2.5% | Added |
| Headlands Technologies LLC | 2,419 | $827.2K | 0.26% | +2,419 | New |
| Allegheny Financial Group LTD | 2,436 | $833.0K | 0.39% | −12−0.5% | Reduced |
| Clarkston Capital Partners, LLC | 2,445 | $836.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,448 | $837.2K | 0.14% | −1,754−41.7% | Reduced |