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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 1,557 | $532.4K | 0.07% | +177+12.8% | Added |
| Legacy Financial Advisors, Inc. | 1,556 | $532.1K | 0.10% | +334+27.3% | Added |
| Warren Averett Asset Management, LLC | 1,552 | $530.7K | 0.02% | −10−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 1,534 | $525.0K | 0.05% | −150−8.9% | Reduced |
| First Business Financial Services, Inc. | 1,533 | $524.2K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,531 | $523.5K | 0.36% | +31+2.1% | Added |
| Mendel Money Management | 1,524 | $521.1K | 0.27% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,524 | $521.1K | 0.07% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,524 | $521.1K | 0.11% | −169−10.0% | Reduced |
| PGGM Investments | 1,522 | $520.0K | 0.01% | +1,522 | New |
| IHT Wealth Management, LLC | 1,514 | $517.7K | 0.03% | +71+4.9% | Added |
| 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 |
| Pinkerton Retirement Specialists, LLC | 1,502 | $513.6K | 0.10% | +1,502 | New |
| Financial Advocates Investment Management | 1,498 | $512.2K | 0.04% | −178−10.6% | Reduced |
| TSFG, LLC | 1,494 | $511.0K | 0.19% | +4+0.3% | Added |
| Buckingham Strategic Partners | 1,487 | $508.7K | 0.03% | +28+1.9% | Added |
| Founders Financial Securities LLC | 1,485 | $507.8K | 0.07% | +92+6.6% | Added |
| Integrated Advisors Network LLC | 1,481 | $506.4K | 0.03% | +70+5.0% | Added |
| Cambridge Advisors Inc. | 1,478 | $505.4K | 0.13% | −91−5.8% | Reduced |
| WSFS Capital Management, LLC | 1,456 | $497.8K | 0.05% | +16+1.1% | Added |
| Rehmann Capital Advisory Group | 1,447 | $494.8K | 0.04% | −76−5.0% | Reduced |
| Guardian Financial Partners, LLC | 1,440 | $492.4K | 1.43% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,437 | $491.4K | 0.30% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,427 | $487.9K | 0.05% | +197+16.0% | Added |
| Nomura Holdings Inc | 1,425 | $487.3K | 0.00% | +1,425 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,424 | $486.9K | 0.02% | −3−0.2% | Reduced |
| Matisse Capital | 1,423 | $486.6K | 0.30% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,420 | $485.6K | 0.07% | −58−3.9% | Reduced |
| SFE Investment Counsel | 1,419 | $485.2K | 0.14% | −121−7.9% | Reduced |
| Empower Advisory Group, LLC | 1,411 | $482.5K | 0.00% | −28−1.9% | Reduced |
| Cable Hill Partners, LLC | 1,408 | $481.5K | 0.06% | +1,408 | New |
| Pure Financial Advisors, Inc. | 1,407 | $481.1K | 0.02% | +1,407 | New |
| Elevated Capital Advisors, LLC | 1,406 | $480.8K | 0.16% | +81+6.1% | Added |
| Allstate Corp | 1,401 | $479.1K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 1,400 | $479.0K | 0.07% | −130−8.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,390 | $475.3K | 0.06% | +55+4.1% | Added |
| Clare Market Investments LLC | 1,384 | $473.2K | 0.18% | +1,384 | New |
| WFA of San Diego, LLC | 1,380 | $471.9K | 0.46% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,368 | $467.8K | 0.14% | −6−0.4% | Reduced |
| Colony Group LLC | 1,367 | $467.0K | 0.01% | −14−1.0% | Reduced |
| Financial Management Professionals, Inc. | 1,363 | $466.0K | 0.08% | +3+0.2% | Added |
| Level Four Advisory Services, LLC | 1,362 | $465.7K | 0.03% | +5+0.4% | Added |
| Gateway Wealth Partners, LLC | 1,361 | $465.4K | 0.08% | +160+13.3% | Added |
| TFC Financial Management | 1,360 | $465.0K | 0.11% | −106−7.2% | Reduced |
| Catalyst Financial Partners LLC | 1,353 | $462.6K | 0.16% | +246+22.2% | Added |
| Clear Creek Financial Management, LLC | 1,351 | $462.0K | 0.08% | −132−8.9% | Reduced |
| Bailard, Inc. | 1,346 | $460.3K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,340 | $458.2K | 0.02% | −156−10.4% | Reduced |
| 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 |
| Symmetry Partners, LLC | 1,332 | $455.0K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,328 | $454.1K | 0.17% | +9+0.7% | Added |
| Parsons Capital Management Inc | 1,314 | $449.3K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,305 | $446.2K | 0.03% | −15−1.1% | Reduced |
| Essex Financial Services, Inc. | 1,293 | $442.1K | 0.05% | −1,503−53.8% | Reduced |
| Jump Financial, LLC | 1,279 | $437.3K | 0.02% | −90−6.6% | Reduced |
| HCR Wealth Advisors | 1,274 | $435.6K | 0.08% | −35−2.7% | Reduced |
| PDS Planning, Inc | 1,261 | $431.2K | 0.06% | +214+20.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,261 | $431.1K | 0.00% | +63+5.3% | Added |
| Everhart Financial Group, Inc. | 1,254 | $428.8K | 0.18% | +193+18.2% | Added |
| Convergence Investment Partners, LLC | 1,252 | $428.0K | 0.25% | +1,252 | New |
| Advisory Research Inc | 1,249 | $427.1K | 0.05% | +1,249 | New |
| Marcum Wealth, LLC | 1,244 | $425.4K | 0.05% | −1,383−52.6% | Reduced |
| 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 |
| Clifford Swan Investment Counsel LLC | 1,220 | $417.2K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 1,219 | $416.8K | 0.06% | +162+15.3% | Added |
| Investmark Advisory Group LLC | 1,215 | $415.5K | 0.28% | −321−20.9% | Reduced |
| Ropes Wealth Advisors LLC | 1,213 | $414.8K | 0.07% | −3−0.2% | Reduced |
| 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 |
| True North Advisors, LLC | 1,207 | $412.9K | 0.12% | +296+32.5% | Added |
| Planning Center, Inc. | 1,207 | $412.7K | 0.10% | +7+0.6% | Added |
| Polaris Wealth Advisory Group, LLC | 1,205 | $412.0K | 0.03% | +1,205 | New |
| Tradition Wealth Management, LLC | 1,206 | $412.0K | 0.05% | +146+13.8% | Added |
| Pegasus Partners Ltd. | 1,199 | $410.0K | 0.06% | −221−15.6% | Reduced |
| 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 |
| Revolve Wealth Partners, LLC | 1,193 | $407.9K | 0.10% | +101+9.2% | Added |
| Yarbrough Capital, LLC | 1,190 | $406.9K | 0.02% | +1,190 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,200 | $406.0K | 0.21% | +100+9.1% | Added |
| Hall Laurie J Trustee | 1,175 | $402.0K | 0.16% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,172 | $400.8K | 0.19% | −49−4.0% | Reduced |
| Callahan Advisors, LLC | 1,170 | $400.1K | 0.05% | −85−6.8% | Reduced |
| Two Sigma Securities, LLC | 1,169 | $399.7K | 0.03% | −3,063−72.4% | Reduced |
| Silverlake Wealth Management LLC | 1,168 | $399.4K | 0.22% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,165 | $398.4K | 0.02% | +362+45.1% | Added |
| Sage Mountain Advisors LLC | 1,163 | $397.7K | 0.06% | −9−0.8% | Reduced |
| 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 |
| Stokes Family Office, LLC | 1,153 | $394.3K | 0.05% | +37+3.3% | Added |
| Mather Group, LLC. | 1,153 | $394.1K | 0.01% | +88+8.3% | Added |
| Principle Wealth Partners LLC | 1,151 | $393.6K | 0.04% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,149 | $392.9K | 0.23% | 00.0% | Unchanged |
| 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 |
| Financial Engines Advisors L.L.C. | 1,145 | $391.5K | 0.00% | +22+2.0% | Added |
| Ronald Blue Trust, Inc. | 1,531 | $391.0K | 0.01% | −468−23.4% | Reduced |