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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 1,138 | $389.1K | 0.22% | +274+31.7% | Added |
| Advisors Capital Management, LLC | 1,138 | $389.0K | 0.01% | +78+7.4% | Added |
| High Pines Wealth Management, LLC | 1,137 | $388.8K | 0.59% | 00.0% | Unchanged |
| Tobam | 1,134 | $388.0K | 0.03% | +580+104.7% | Added |
| Triangle Securities Wealth Management | 1,130 | $386.4K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,125 | $384.7K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,125 | $384.7K | 0.06% | −30−2.6% | Reduced |
| D.B. Root & Company, LLC | 1,120 | $383.0K | 0.14% | −343−23.4% | Reduced |
| TRUE Private Wealth Advisors | 1,109 | $379.2K | 0.06% | −6−0.5% | Reduced |
| Sittner & Nelson, LLC | 1,109 | $379.2K | 0.21% | +41+3.8% | Added |
| BDO Wealth Advisors, LLC | 1,108 | $378.9K | 0.04% | +51+4.8% | Added |
| J. W. Coons Advisors, LLC | 1,104 | $377.5K | 0.10% | +30+2.8% | Added |
| Quadrant Private Wealth Management, LLC | 1,100 | $376.1K | 0.11% | +20+1.9% | Added |
| Kovack Advisors, Inc. | 1,095 | $374.4K | 0.05% | +101+10.2% | Added |
| Lion Street Advisors, LLC | 1,035 | $373.8K | 0.13% | +1,035 | New |
| Financial Perspectives, Inc | 1,091 | $373.1K | 0.16% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,090 | $372.7K | 0.07% | +121+12.5% | Added |
| Lindbrook Capital, LLC | 1,088 | $372.0K | 0.04% | +42+4.0% | Added |
| Private Wealth Advisors | 1,086 | $371.3K | 0.16% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 1,085 | $371.0K | 0.24% | +1,085 | New |
| Financial Management Network Inc | 1,100 | $369.6K | 0.13% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,070 | $365.9K | 0.14% | +1,070 | New |
| Ergoteles LLC | 1,066 | $364.5K | 0.02% | −129−10.8% | Reduced |
| Kapstone Financial Advisors LLC | 1,122 | $363.5K | 0.30% | −45−3.9% | Reduced |
| Resonant Capital Advisors, LLC | 1,048 | $358.4K | 0.04% | +44+4.4% | Added |
| Beacon Financial Group | 1,057 | $358.0K | 0.05% | +1,057 | New |
| Mayflower Financial Advisors, LLC | 1,046 | $357.7K | 0.05% | −9−0.9% | Reduced |
| Olistico Wealth, LLC | 1,045 | $357.3K | 0.31% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,044 | $357.0K | 0.02% | −89−7.9% | Reduced |
| Steel Peak Wealth Management LLC | 1,040 | $355.6K | 0.02% | −24,888−96.0% | Reduced |
| First Manhattan Co | 1,037 | $354.6K | 0.00% | −9−0.9% | Reduced |
| Encompass Wealth Advisors, LLC | 1,035 | $353.9K | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,029 | $351.9K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,028 | $351.5K | 0.07% | −10−1.0% | Reduced |
| Capital Market Strategies LLC | 1,027 | $351.2K | 0.33% | +1,027 | New |
| Wade G W & Inc | 1,027 | $351.0K | 0.01% | +38+3.8% | Added |
| Partners Capital Investment Group, LLP | 1,023 | $349.8K | 0.01% | +1,023 | New |
| Investment Partners, Ltd. | 1,021 | $349.1K | 0.18% | +191+23.0% | Added |
| Ashton Thomas Private Wealth, LLC | 1,018 | $348.1K | 0.03% | +1,018 | New |
| Synergy Financial Group, LTD | 1,014 | $346.7K | 0.47% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,012 | $346.0K | 0.20% | −48−4.5% | Reduced |
| Arkadios Wealth Advisors | 1,012 | $345.9K | 0.04% | −12−1.2% | Reduced |
| Souders Financial Advisors | 1,011 | $345.7K | 0.07% | −1−0.1% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $345.0K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,009 | $345.0K | 0.01% | +32+3.3% | Added |
| Personal Cfo Solutions, LLC | 1,007 | $344.3K | 0.07% | −105−9.4% | Reduced |
| New Hampshire Trust | 1,006 | $344.0K | 0.09% | −6−0.6% | Reduced |
| Parcion Private Wealth LLC | 1,004 | $343.3K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,003 | $343.0K | 0.03% | −122−10.8% | Reduced |
| Accredited Investors Inc. | 1,003 | $343.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,001 | $342.3K | 0.08% | −46−4.4% | Reduced |
| Alta Advisers Ltd | 1,000 | $341.9K | 0.19% | 00.0% | Unchanged |
| Dearborn Partners LLC | 999 | $341.6K | 0.01% | +23+2.4% | Added |
| Journey Advisory Group, LLC | 998 | $341.3K | 0.05% | +120+13.7% | Added |
| Moors & Cabot, Inc. | 998 | $341.3K | 0.02% | −436−30.4% | Reduced |
| David Loasby | 1,033 | $341.0K | 0.04% | −32−3.0% | Reduced |
| IVC Wealth Advisors LLC | 995 | $340.2K | 0.22% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 990 | $338.5K | 0.15% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 987 | $337.5K | 0.07% | +42+4.4% | Added |
| WMS Partners, LLC | 984 | $336.5K | 0.03% | +3+0.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 981 | $335.4K | 0.07% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 976 | $333.7K | 0.13% | +976 | New |
| Seven Eight Capital, LP | 974 | $333.1K | 0.06% | −1,249−56.2% | Reduced |
| Guyasuta Investment Advisors Inc | 974 | $333.1K | 0.02% | +11+1.1% | Added |
| McKinley Carter Wealth Services, Inc. | 972 | $332.4K | 0.02% | 00.0% | Unchanged |
| Diversified, LLC | 968 | $331.0K | 0.08% | −6−0.6% | Reduced |
| Acropolis Investment Management, LLC | 968 | $331.0K | 0.03% | +20+2.1% | Added |
| 9258 Wealth Management, LLC | 965 | $330.0K | 0.06% | −17−1.7% | Reduced |
| TCI Wealth Advisors, Inc. | 963 | $329.3K | 0.04% | +25+2.7% | Added |
| MONECO Advisors, LLC | 963 | $329.2K | 0.09% | −1−0.1% | Reduced |
| GraniteShares Advisors LLC | 961 | $328.6K | 0.30% | −86−8.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 955 | $326.6K | 0.01% | +955 | New |
| Granite Investment Partners, LLC | 952 | $325.5K | 0.01% | +30+3.3% | Added |
| KG&L Capital Management,LLC | 951 | $325.2K | 0.16% | −342−26.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 950 | $324.8K | 0.09% | +5+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 949 | $324.5K | 0.09% | +37+4.1% | Added |
| Wealth Management Associates, Inc. | 948 | $324.2K | 0.18% | −251−20.9% | Reduced |
| Pictet North America Advisors SA | 946 | $323.5K | 0.04% | −150−13.7% | Reduced |
| ZWJ Investment Counsel Inc | 946 | $323.5K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 941 | $321.8K | 0.03% | −16−1.7% | Reduced |
| Lake Street Financial LLC | 940 | $321.4K | 0.06% | −58−5.8% | Reduced |
| Benjamin Edwards Inc | 939 | $321.0K | 0.07% | +728+345.0% | Added |
| TFB Advisors LLC | 933 | $319.0K | 0.14% | +933 | New |
| WESPAC Advisors SoCal, LLC | 930 | $318.0K | 0.11% | −20−2.1% | Reduced |
| Harbour Investments, Inc. | 929 | $317.7K | 0.02% | +80+9.4% | Added |
| Northwest Wealth Management, LLC | 921 | $314.9K | 0.11% | −1−0.1% | Reduced |
| Quent Capital, LLC | 918 | $313.9K | 0.05% | +42+4.8% | Added |
| Aries Wealth Management | 917 | $313.6K | 0.12% | −177−16.2% | Reduced |
| Avion Wealth | 918 | $313.0K | 0.08% | +14+1.5% | Added |
| Finer Wealth Management, Inc. | 915 | $312.9K | 0.24% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 909 | $310.8K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 908 | $310.5K | 0.04% | −426−31.9% | Reduced |
| Morningstar Investment Management LLC | 908 | $310.0K | 0.04% | +908 | New |
| L2 Asset Management, LLC | 902 | $308.4K | 0.15% | +65+7.8% | Added |
| Massmutual Trust Co FSB | 902 | $308.4K | 0.01% | +155+20.7% | Added |
| Visionary Wealth Advisors | 901 | $308.1K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $307.7K | 0.08% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 900 | $307.7K | 0.33% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $307.7K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 900 | $307.7K | 0.28% | 00.0% | Unchanged |