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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 245 | $83.8K | 0.01% | +5+2.1% | Added |
| Farmers & Merchants Investments Inc | 237 | $81.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 239 | $80.9K | 0.00% | +239 | New |
| Core Alternative Capital | 230 | $78.6K | 0.01% | −38−14.2% | Reduced |
| Crewe Advisors LLC | 220 | $75.2K | 0.01% | −327−59.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 220 | $75.2K | 0.04% | +140+175.0% | Added |
| Register Financial Advisors LLC | 219 | $74.9K | 0.05% | −33−13.1% | Reduced |
| Castleview Partners, LLC | 195 | $66.7K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 193 | $66.0K | 0.00% | −11−5.4% | Reduced |
| Gleason Group, Inc. | 190 | $65.0K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 189 | $64.6K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 183 | $62.6K | 0.03% | +183 | New |
| Addison Advisors LLC | 179 | $61.2K | 0.03% | +24+15.5% | Added |
| PrairieView Partners, LLC | 180 | $61.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 169 | $57.8K | 0.01% | +169 | New |
| Atwood & Palmer Inc | 168 | $57.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 162 | $52.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 153 | $52.3K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $51.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 150 | $51.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 149 | $50.9K | 0.02% | +149 | New |
| Raffa Wealth Management, LLC | 145 | $49.6K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 144 | $49.2K | 0.03% | +3+2.1% | Added |
| Beacon Capital Management, LLC | 143 | $48.9K | 0.01% | +11+8.3% | Added |
| Sutton Wealth Advisors Inc. | 139 | $47.5K | 0.02% | +76+120.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,262 | $46.3K | 1.38% | −17,262−50.0% | Reduced |
| Bell Investment Advisors, Inc | 131 | $44.8K | 0.01% | +39+42.4% | Added |
| Financial Avengers, Inc. | 130 | $44.5K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 126 | $43.1K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 126 | $43.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 126 | $43.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $42.7K | 0.00% | −25−16.7% | Reduced |
| Toth Financial Advisory Corp | 123 | $42.1K | 0.01% | −96−43.8% | Reduced |
| GoalVest Advisory LLC | 123 | $42.1K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 122 | $41.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $41.0K | 0.01% | +50+72.5% | Added |
| Clear Street Markets LLC | 119 | $41.0K | 0.02% | +119 | New |
| Blue Bell Private Wealth Management, LLC | 119 | $40.7K | 0.01% | +8+7.2% | Added |
| Barrett & Company, Inc. | 116 | $39.9K | 0.02% | −1−0.9% | Reduced |
| GW&K Investment Management, LLC | 114 | $39.0K | 0.00% | +113+11,300.0% | Added |
| JFS Wealth Advisors, LLC | 111 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 108 | $36.9K | 0.02% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 107 | $36.6K | 0.00% | −2,639−96.1% | Reduced |
| Gradient Investments LLC | 102 | $34.9K | 0.00% | +25+32.5% | Added |
| PCA Investment Advisory Services Inc. | 102 | $34.9K | 0.02% | +102 | New |
| Rocky Mountain Advisers, LLC | 135 | $34.5K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 113 | $34.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $34.2K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $32.1K | 0.00% | −21−18.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 90 | $31.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 90 | $30.8K | 0.00% | +90 | New |
| O'Dell Group, LLC | 90 | $30.8K | 0.01% | +90 | New |
| Capital Advisors, Ltd. LLC | 87 | $30.0K | 0.00% | +58+200.0% | Added |
| McIlrath & Eck, LLC | 87 | $29.7K | 0.01% | −9−9.4% | Reduced |
| Marquette Asset Management, LLC | 82 | $28.0K | 0.01% | +82 | New |
| Industrial Alliance Investment Management Inc. | 83 | $28.0K | 0.01% | −20,991−99.6% | Reduced |
| Pin Oak Investment Advisors Inc | 81 | $28.0K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 80 | $27.4K | 0.01% | +50+166.7% | Added |
| Safeguard Financial, LLC | 81 | $27.0K | 0.01% | +81 | New |
| Caldwell Sutter Capital, Inc. | 78 | $26.7K | 0.01% | +3+4.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 75 | $25.6K | 0.01% | +75 | New |
| Solstein Capital, LLC | 74 | $25.3K | 0.02% | +74 | New |
| First Financial Corp | 74 | $25.3K | 0.02% | +1+1.4% | Added |
| Compass Wealth Management LLC | 72 | $24.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $23.6K | 0.00% | +69 | New |
| Prestige Wealth Management Group LLC | 66 | $22.6K | 0.01% | −1,011−93.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 65 | $22.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 65 | $22.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 64 | $21.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 63 | $21.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $21.5K | 0.01% | +12+23.5% | Added |
| Cutler Group LP | 64 | $21.0K | 0.00% | +64 | New |
| West Oak Capital, LLC | 60 | $20.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 55 | $19.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 54 | $18.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $17.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $17.1K | 0.01% | +50 | New |
| Steward Financial Group LLC | 52 | $17.0K | 0.01% | +25+92.6% | Added |
| Johnson Midwest Financial, LLC | 48 | $16.4K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 43 | $14.7K | 0.00% | −16,251−99.7% | Reduced |
| Truvestments Capital LLC | 43 | $14.7K | 0.01% | +20+87.0% | Added |
| DT Investment Partners, LLC | 45 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 42 | $14.4K | 0.00% | +42 | New |
| Rise Advisors, LLC | 40 | $13.7K | 0.01% | −27−40.3% | Reduced |
| HHM Wealth Advisors, LLC | 39 | $13.3K | 0.00% | −60−60.6% | Reduced |
| Laurel Wealth Advisors LLC | 39 | $13.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 36 | $12.3K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 36 | $12.3K | 0.00% | +36 | New |
| Hillsdale Investment Management Inc. | 35 | $12.0K | 0.00% | −1,760−98.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $11.3K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 31 | $10.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 30 | $10.3K | 0.00% | +30 | New |
| Quarry LP | 28 | $9.57K | 0.01% | +3+12.0% | Added |
| Okabena Investment Services Inc | 27 | $9.23K | 0.01% | +27 | New |