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 |
|---|---|---|---|---|---|
| CX Institutional | 2,154 | $736.5K | 0.04% | +571+36.1% | Added |
| Wedmont Private Capital | 2,076 | $734.9K | 0.08% | +253+13.9% | Added |
| Centennial Bank | 2,144 | $733.1K | 0.49% | −935−30.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 2,130 | $728.0K | 0.01% | −3,165−59.8% | Reduced |
| Alpha Family Trust | 2,125 | $726.6K | 0.51% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,124 | $726.0K | 0.10% | 00.0% | Unchanged |
| Michael B. Yongue | 2,123 | $725.9K | 0.68% | −50−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,122 | $725.6K | 0.14% | −130−5.8% | Reduced |
| Paul Damon & Associates, Inc. | 2,121 | $725.3K | 0.45% | +186+9.6% | Added |
| Rowland & Co Investment Counsel | 2,102 | $718.8K | 0.17% | +163+8.4% | Added |
| Centaurus Financial, Inc. | 2,084 | $713.0K | 0.06% | −4,176−66.7% | Reduced |
| Cannell Peter B & Co Inc | 2,075 | $709.5K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,072 | $708.0K | 0.05% | +2,072 | New |
| Tiaa, FSB | 2,068 | $707.1K | 0.00% | −506−19.7% | Reduced |
| Western Pacific Wealth Management, LP | 2,057 | $703.4K | 0.53% | +65+3.3% | Added |
| Occudo Quantitative Strategies LP | 2,049 | $700.6K | 0.07% | +2,049 | New |
| Beacon Financial Planning, Inc | 2,044 | $698.9K | 0.59% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,034 | $695.5K | 0.10% | −287−12.4% | Reduced |
| Strategy Asset Managers LLC | 2,023 | $691.7K | 0.15% | +84+4.3% | Added |
| Spears Abacus Advisors LLC | 2,010 | $687.3K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,010 | $687.3K | 0.16% | +485+31.8% | Added |
| Ausdal Financial Partners, Inc. | 2,006 | $685.9K | 0.09% | −510−20.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,001 | $684.2K | 0.09% | +2,001 | New |
| PKO Investment Management Joint-Stock Co | 2,000 | $683.9K | 0.08% | −1,500−42.9% | Reduced |
| Virtue Capital Management, LLC | 2,043 | $682.1K | 0.12% | −175−7.9% | Reduced |
| 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 |
| Manchester Capital Management LLC | 1,979 | $676.7K | 0.09% | +6+0.3% | Added |
| First Citizens Bank & Trust Co | 1,962 | $670.9K | 0.01% | −88−4.3% | Reduced |
| Quantbot Technologies LP | 1,957 | $669.2K | 0.04% | −19,142−90.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,952 | $667.5K | 0.12% | +50+2.6% | Added |
| SeaCrest Wealth Management, LLC | 1,951 | $667.1K | 0.08% | −17−0.9% | Reduced |
| Oak Harvest Investment Services | 1,943 | $664.4K | 0.15% | −12,734−86.8% | Reduced |
| Martin Currie Ltd | 1,927 | $658.9K | 0.02% | +1,927 | New |
| Guardian Wealth Advisors, LLC | 1,926 | $658.6K | 0.11% | +142+8.0% | Added |
| Connectus Wealth, LLC | 1,903 | $650.9K | 0.02% | −62−3.2% | Reduced |
| Bessemer Securities LLC | 1,901 | $650.0K | 0.43% | −300−13.6% | Reduced |
| PFG Investments, LLC | 1,897 | $648.7K | 0.12% | +62+3.4% | Added |
| Waterloo Capital, L.P. | 1,896 | $648.3K | 0.19% | +263+16.1% | Added |
| Forum Financial Management, LP | 1,894 | $647.6K | 0.01% | −33−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,884 | $644.0K | 0.05% | −335−15.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,867 | $638.4K | 0.42% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,922 | $636.7K | 0.01% | +10+0.5% | Added |
| AXS Investments LLC | 1,845 | $630.9K | 0.17% | −4,803−72.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,843 | $630.2K | 0.06% | −219−10.6% | Reduced |
| International Assets Investment Management, LLC | 1,841 | $629.5K | 0.09% | −244−11.7% | Reduced |
| Green Alpha Advisors, LLC | 1,838 | $628.5K | 0.41% | +115+6.7% | Added |
| Ellevest, Inc. | 1,835 | $627.5K | 0.05% | −113−5.8% | Reduced |
| Leonteq Securities AG | 1,834 | $627.1K | 0.06% | −2,274−55.4% | Reduced |
| Eqis Capital Management, Inc. | 1,832 | $626.4K | 0.07% | +116+6.8% | Added |
| Camden Capital, LLC | 1,818 | $621.6K | 0.07% | −238−11.6% | Reduced |
| Wealth Architects, LLC | 1,812 | $619.6K | 0.10% | −2−0.1% | Reduced |
| Q3 Asset Management | 1,815 | $619.0K | 0.30% | +1,815 | New |
| Heritage Trust Co | 1,801 | $615.8K | 0.09% | 00.0% | Unchanged |
| Navalign, LLC | 1,800 | $615.5K | 0.25% | 00.0% | Unchanged |
| AtonRa Partners | 1,776 | $607.3K | 0.94% | −348−16.4% | Reduced |
| 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 |
| Gryphon Financial Partners LLC | 1,768 | $604.6K | 0.13% | −227−11.4% | Reduced |
| Winton Group Ltd | 1,767 | $604.2K | 0.05% | +2+0.1% | Added |
| Impax Asset Management Group plc | 1,763 | $602.8K | 0.00% | +110+6.7% | Added |
| Values First Advisors, Inc. | 1,763 | $602.7K | 0.36% | −70−3.8% | Reduced |
| Covenant Partners, LLC | 1,760 | $601.8K | 0.22% | −143−7.5% | Reduced |
| Missouri Trust & Investment Co | 1,755 | $600.1K | 0.34% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,752 | $599.1K | 0.42% | +271+18.3% | Added |
| Equitable Trust Co | 1,751 | $598.7K | 0.05% | +16+0.9% | Added |
| Park National Corp | 1,750 | $598.4K | 0.03% | 00.0% | Unchanged |
| Invesco, LLC | 1,749 | $598.1K | 0.29% | +1,749 | New |
| Richard W. Paul & Associates, LLC | 1,732 | $592.2K | 0.26% | −181−9.5% | Reduced |
| Midwest Professional Planners, LTD. | 1,724 | $589.5K | 0.26% | +209+13.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,718 | $587.5K | 0.04% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,708 | $584.0K | 0.06% | −117−6.4% | Reduced |
| Credential Qtrade Securities Inc. | 1,703 | $582.3K | 0.04% | −59−3.3% | Reduced |
| Focus Financial Network, Inc. | 1,702 | $582.1K | 0.03% | −13−0.8% | Reduced |
| First Heartland Consultants, Inc. | 1,700 | $581.3K | 0.08% | +30+1.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,700 | $581.0K | 0.37% | −600−26.1% | Reduced |
| RB Capital Management, LLC | 1,697 | $580.3K | 0.18% | −34−2.0% | Reduced |
| Global Retirement Partners, LLC | 1,685 | $576.2K | 0.03% | +332+24.5% | Added |
| Windsor Group LTD | 1,685 | $576.0K | 0.10% | +135+8.7% | Added |
| Main Street Financial Solutions, LLC | 1,684 | $575.8K | 0.08% | −67−3.8% | Reduced |
| Modera Wealth Management, LLC | 1,681 | $574.8K | 0.01% | +58+3.6% | Added |
| Davis R M Inc | 1,666 | $570.0K | 0.01% | +12+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 1,665 | $569.3K | 0.01% | +1,665 | New |
| AMG National Trust Bank | 1,663 | $568.6K | 0.02% | +330+24.8% | Added |
| Grove Bank & Trust | 1,658 | $566.9K | 0.11% | +969+140.6% | Added |
| Waters Parkerson & Co., LLC | 1,653 | $565.0K | 0.03% | −2−0.1% | 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 |
| Private Portfolio Partners LLC | 1,639 | $560.4K | 0.14% | −145−8.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,625 | $555.7K | 0.55% | −150−8.5% | Reduced |
| Crestwood Advisors Group LLC | 1,621 | $554.4K | 0.02% | +98+6.4% | Added |
| Inceptionr LLC | 1,620 | $553.9K | 0.30% | +1,620 | New |
| Cullinan Associates Inc | 1,600 | $547.1K | 0.03% | +100+6.7% | Added |
| Fidelis Capital Partners, LLC | 1,591 | $544.0K | 0.20% | +60+3.9% | Added |
| Great Valley Advisor Group, Inc. | 1,590 | $544.0K | 0.02% | −575−26.6% | Reduced |
| 1776 Wealth LLC | 1,590 | $543.7K | 0.29% | +1,590 | New |
| Geneva Partners, LLC | 1,573 | $537.9K | 0.35% | +1,573 | New |
| SPC Financial, Inc. | 1,570 | $536.8K | 0.06% | −80−4.8% | Reduced |
| Graypoint LLC | 1,564 | $534.8K | 0.05% | +317+25.4% | Added |
| Pallas Capital Advisors LLC | 1,510 | $534.3K | 0.02% | +16+1.1% | Added |