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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 2,450 | $837.8K | 0.30% | −261−9.6% | Reduced |
| HRT Financial LP | 2,451 | $838.0K | 0.01% | +2,451 | New |
| Purus Wealth Management, LLC | 2,452 | $838.4K | 0.54% | +1,120+84.1% | Added |
| Martingale Asset Management L P | 2,453 | $838.8K | 0.02% | +1,617+193.4% | Added |
| First United Bank Trust | 2,470 | $844.6K | 0.38% | +47+1.9% | Added |
| We Are One Seven, LLC | 2,482 | $848.7K | 0.08% | +107+4.5% | Added |
| IPG Investment Advisors LLC | 2,485 | $849.7K | 0.19% | +2,485 | New |
| Segall Bryant & Hamill, LLC | 2,501 | $855.2K | 0.01% | +41+1.7% | Added |
| Stone Run Capital, LLC | 2,502 | $855.5K | 0.38% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,508 | $857.6K | 0.06% | −13−0.5% | Reduced |
| Schrum Private Wealth Management LLC | 2,519 | $861.3K | 0.93% | −100−3.8% | Reduced |
| Summit Financial, LLC | 2,522 | $862.4K | 0.06% | +271+12.0% | Added |
| Trust Co of Virginia | 2,540 | $868.5K | 0.09% | −50−1.9% | Reduced |
| KCM Investment Advisors LLC | 2,542 | $869.2K | 0.03% | −165−6.1% | Reduced |
| Columbia Trust Co 01012016 | 2,558 | $874.7K | 0.49% | −164−6.0% | Reduced |
| LaFleur & Godfrey LLC | 2,581 | $882.5K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 2,585 | $883.9K | 0.03% | −325−11.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,587 | $884.6K | 0.14% | +190+7.9% | Added |
| Comgest Global Investors S.A.S. | 2,592 | $886.3K | 0.01% | +139+5.7% | Added |
| Virtus ETF Advisers LLC | 2,602 | $889.7K | 0.53% | +2,602 | New |
| First National Trust Co | 2,609 | $892.1K | 0.04% | +6+0.2% | Added |
| Geneva Capital Management LLC | 2,618 | $895.2K | 0.02% | +2,618 | New |
| Douglass Winthrop Advisors, LLC | 2,634 | $900.7K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,661 | $909.9K | 0.16% | +11+0.4% | Added |
| Flagship Harbor Advisors, LLC | 2,670 | $912.9K | 0.08% | +8+0.3% | Added |
| Circle Wealth Management, LLC | 2,703 | $924.3K | 0.12% | +62+2.3% | Added |
| Hollencrest Capital Management | 2,706 | $925.3K | 0.10% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,712 | $927.3K | 0.12% | −79−2.8% | Reduced |
| Sunbelt Securities, Inc. | 2,764 | $945.1K | 0.14% | −23−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 2,815 | $962.6K | 0.49% | −55−1.9% | Reduced |
| Liberty One Investment Management, LLC | 2,822 | $965.0K | 0.13% | −275−8.9% | Reduced |
| Gladstone Institutional Advisory LLC | 2,825 | $966.0K | 0.06% | +2,825 | New |
| XTX Topco Ltd | 2,831 | $968.0K | 0.17% | −1,821−39.1% | Reduced |
| Ritholtz Wealth Management | 2,838 | $970.4K | 0.04% | +318+12.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,890 | $988.2K | 0.13% | +25+0.9% | Added |
| Checchi Capital Advisers, LLC | 2,897 | $990.6K | 0.09% | −20−0.7% | Reduced |
| Leavell Investment Management, Inc. | 2,899 | $991.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 2,910 | $995.0K | 0.08% | −263−8.3% | Reduced |
| Private Wealth Partners, LLC | 2,910 | $995.0K | 0.09% | 00.0% | Unchanged |
| Insight Inv LLC | 2,920 | $998.5K | 1.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,920 | $998.5K | 0.17% | +179+6.5% | Added |
| Valeo Financial Advisors, LLC | 2,925 | $1.00M | 0.05% | −980−25.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,005 | $1.02M | 0.03% | +3,005 | New |
| Albion Financial Group | 3,000 | $1.03M | 0.09% | −15−0.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $1.03M | 0.01% | −2,000−40.0% | Reduced |
| Savant Capital, LLC | 3,004 | $1.03M | 0.02% | +56+1.9% | Added |
| Evergreen Capital Management LLC | 3,017 | $1.03M | 0.04% | +116+4.0% | Added |
| Western Wealth Management, LLC | 3,033 | $1.04M | 0.09% | +1,029+51.3% | Added |
| Quadrant Capital Group LLC | 3,035 | $1.04M | 0.10% | +9+0.3% | Added |
| Penserra Capital Management LLC | 3,041 | $1.04M | 0.02% | −7,724−71.8% | Reduced |
| Money Concepts Capital Corp | 3,045 | $1.04M | 0.11% | −3,120−50.6% | Reduced |
| Smith, Salley & Associates | 3,045 | $1.04M | 0.08% | +192+6.7% | Added |
| Traynor Capital Management, Inc. | 3,045 | $1.04M | 0.13% | +405+15.3% | Added |
| Venture Visionary Partners LLC | 3,054 | $1.04M | 0.06% | −136−4.3% | Reduced |
| Suvretta Capital Management, LLC | 3,070 | $1.05M | 0.06% | +1,520+98.1% | Added |
| Country Club Bank | 3,123 | $1.06M | 0.08% | −100−3.1% | Reduced |
| Davenport & Co LLC | 3,159 | $1.08M | 0.01% | +2,095+196.9% | Added |
| Hemington Wealth Management | 3,163 | $1.08M | 0.44% | −981−23.7% | Reduced |
| Field & Main Bank | 3,187 | $1.09M | 0.61% | −42−1.3% | Reduced |
| Scotia Capital Inc. | 3,239 | $1.11M | 0.01% | +550+20.5% | Added |
| Prelude Capital Management, LLC | 3,257 | $1.11M | 0.09% | +1,763+118.0% | Added |
| Old Mission Capital LLC | 3,286 | $1.12M | 0.04% | +879+36.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,298 | $1.13M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,298 | $1.13M | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,304 | $1.13M | 0.05% | −183−5.2% | Reduced |
| Clarius Group, LLC | 3,311 | $1.13M | 0.09% | +47+1.4% | Added |
| Sendero Wealth Management, LLC | 3,345 | $1.14M | 0.25% | +3,345 | New |
| Flputnam Investment Management Co | 3,366 | $1.15M | 0.03% | +3,366 | New |
| Strategic Blueprint, LLC | 3,368 | $1.15M | 0.11% | −8−0.2% | Reduced |
| Segment Wealth Management, LLC | 3,368 | $1.15M | 0.12% | +163+5.1% | Added |
| Kestra Private Wealth Services, LLC | 3,372 | $1.15M | 0.04% | +175+5.5% | Added |
| SWS Partners | 3,419 | $1.17M | 0.42% | −39−1.1% | Reduced |
| Wealth Alliance | 3,435 | $1.17M | 0.18% | +177+5.4% | Added |
| Merit Financial Group, LLC | 3,435 | $1.17M | 0.04% | +338+10.9% | Added |
| Bedel Financial Consulting, Inc. | 3,481 | $1.19M | 0.25% | −135−3.7% | Reduced |
| 180 Wealth Advisors, LLC | 3,552 | $1.19M | 0.26% | −55−1.5% | Reduced |
| Brandywine Managers, LLC | 3,495 | $1.20M | 0.79% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,508 | $1.20M | 0.05% | +2,556+268.5% | Added |
| E Fund Management Co., Ltd. | 3,528 | $1.21M | 0.10% | −675−16.1% | Reduced |
| Alps Advisors Inc | 3,545 | $1.21M | 0.01% | −1,571−30.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,553 | $1.21M | 0.10% | +1,067+42.9% | Added |
| Qtron Investments LLC | 3,570 | $1.22M | 0.23% | +2,126+147.2% | Added |
| Ascent Group, LLC | 4,041 | $1.22M | 0.13% | +771+23.6% | Added |
| Geller Advisors LLC | 3,604 | $1.23M | 0.15% | +2,349+187.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,609 | $1.23M | 0.93% | +28+0.8% | Added |
| Bryn Mawr Trust Co | 3,616 | $1.24M | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,626 | $1.24M | 0.19% | −1,429−28.3% | Reduced |
| Hilltop Holdings Inc. | 3,631 | $1.24M | 0.15% | −48−1.3% | Reduced |
| Institutional & Family Asset Management, LLC | 3,704 | $1.27M | 0.21% | −3−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,719 | $1.27M | 0.01% | +3,719 | New |
| Iyo Bank, Ltd. | 3,720 | $1.27M | 0.66% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 3,736 | $1.28M | 0.11% | +115+3.2% | Added |
| Desjardins Global Asset Management Inc. | 3,772 | $1.29M | 0.15% | +1,220+47.8% | Added |
| CNB Bank | 3,786 | $1.29M | 0.76% | −125−3.2% | Reduced |
| HB Wealth Management, LLC | 3,786 | $1.29M | 0.02% | +392+11.5% | Added |
| Westmount Partners, LLC | 3,789 | $1.30M | 0.56% | +30+0.8% | Added |
| DFPG Investments, LLC | 3,724 | $1.30M | 0.12% | +1,323+55.1% | Added |
| Boston Financial Mangement LLC | 3,813 | $1.30M | 0.05% | +42+1.1% | Added |
| Syntal Capital Partners, LLC | 3,825 | $1.31M | 0.52% | +3,825 | New |
| Next Century Growth Investors LLC | 3,831 | $1.31M | 0.13% | +3,831 | New |