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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 3,163 | $1.08M | 0.44% | −981−23.7% | Reduced |
| Davenport & Co LLC | 3,159 | $1.08M | 0.01% | +2,095+196.9% | Added |
| Country Club Bank | 3,123 | $1.06M | 0.08% | −100−3.1% | Reduced |
| Suvretta Capital Management, LLC | 3,070 | $1.05M | 0.06% | +1,520+98.1% | Added |
| Venture Visionary Partners LLC | 3,054 | $1.04M | 0.06% | −136−4.3% | Reduced |
| Traynor Capital Management, Inc. | 3,045 | $1.04M | 0.13% | +405+15.3% | Added |
| Smith, Salley & Associates | 3,045 | $1.04M | 0.08% | +192+6.7% | Added |
| Money Concepts Capital Corp | 3,045 | $1.04M | 0.11% | −3,120−50.6% | Reduced |
| Penserra Capital Management LLC | 3,041 | $1.04M | 0.02% | −7,724−71.8% | Reduced |
| Quadrant Capital Group LLC | 3,035 | $1.04M | 0.10% | +9+0.3% | Added |
| Western Wealth Management, LLC | 3,033 | $1.04M | 0.09% | +1,029+51.3% | Added |
| Evergreen Capital Management LLC | 3,017 | $1.03M | 0.04% | +116+4.0% | Added |
| Savant Capital, LLC | 3,004 | $1.03M | 0.02% | +56+1.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,000 | $1.03M | 0.01% | −2,000−40.0% | Reduced |
| Albion Financial Group | 3,000 | $1.03M | 0.09% | −15−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,005 | $1.02M | 0.03% | +3,005 | New |
| Valeo Financial Advisors, LLC | 2,925 | $1.00M | 0.05% | −980−25.1% | Reduced |
| 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 |
| 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 |
| Leavell Investment Management, Inc. | 2,899 | $991.0K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,897 | $990.6K | 0.09% | −20−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,890 | $988.2K | 0.13% | +25+0.9% | Added |
| Ritholtz Wealth Management | 2,838 | $970.4K | 0.04% | +318+12.6% | Added |
| XTX Topco Ltd | 2,831 | $968.0K | 0.17% | −1,821−39.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,825 | $966.0K | 0.06% | +2,825 | New |
| Liberty One Investment Management, LLC | 2,822 | $965.0K | 0.13% | −275−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 2,815 | $962.6K | 0.49% | −55−1.9% | Reduced |
| Sunbelt Securities, Inc. | 2,764 | $945.1K | 0.14% | −23−0.8% | Reduced |
| FourThought Financial Partners, LLC | 2,712 | $927.3K | 0.12% | −79−2.8% | Reduced |
| Hollencrest Capital Management | 2,706 | $925.3K | 0.10% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,703 | $924.3K | 0.12% | +62+2.3% | Added |
| Flagship Harbor Advisors, LLC | 2,670 | $912.9K | 0.08% | +8+0.3% | Added |
| Institute for Wealth Management, LLC. | 2,661 | $909.9K | 0.16% | +11+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 2,634 | $900.7K | 0.02% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 2,618 | $895.2K | 0.02% | +2,618 | New |
| First National Trust Co | 2,609 | $892.1K | 0.04% | +6+0.2% | Added |
| Virtus ETF Advisers LLC | 2,602 | $889.7K | 0.53% | +2,602 | New |
| Comgest Global Investors S.A.S. | 2,592 | $886.3K | 0.01% | +139+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,587 | $884.6K | 0.14% | +190+7.9% | Added |
| Conning Inc. | 2,585 | $883.9K | 0.03% | −325−11.2% | Reduced |
| LaFleur & Godfrey LLC | 2,581 | $882.5K | 0.13% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,558 | $874.7K | 0.49% | −164−6.0% | Reduced |
| KCM Investment Advisors LLC | 2,542 | $869.2K | 0.03% | −165−6.1% | Reduced |
| Trust Co of Virginia | 2,540 | $868.5K | 0.09% | −50−1.9% | Reduced |
| Summit Financial, LLC | 2,522 | $862.4K | 0.06% | +271+12.0% | Added |
| Schrum Private Wealth Management LLC | 2,519 | $861.3K | 0.93% | −100−3.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,508 | $857.6K | 0.06% | −13−0.5% | Reduced |
| Stone Run Capital, LLC | 2,502 | $855.5K | 0.38% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 2,501 | $855.2K | 0.01% | +41+1.7% | Added |
| IPG Investment Advisors LLC | 2,485 | $849.7K | 0.19% | +2,485 | New |
| We Are One Seven, LLC | 2,482 | $848.7K | 0.08% | +107+4.5% | Added |
| First United Bank Trust | 2,470 | $844.6K | 0.38% | +47+1.9% | Added |
| Martingale Asset Management L P | 2,453 | $838.8K | 0.02% | +1,617+193.4% | Added |
| Purus Wealth Management, LLC | 2,452 | $838.4K | 0.54% | +1,120+84.1% | Added |
| HRT Financial LP | 2,451 | $838.0K | 0.01% | +2,451 | New |
| Wambolt & Associates, LLC | 2,450 | $837.8K | 0.30% | −261−9.6% | Reduced |
| RMR Wealth Builders | 2,448 | $837.2K | 0.14% | −1,754−41.7% | Reduced |
| Clarkston Capital Partners, LLC | 2,445 | $836.0K | 0.02% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,436 | $833.0K | 0.39% | −12−0.5% | Reduced |
| Headlands Technologies LLC | 2,419 | $827.2K | 0.26% | +2,419 | New |
| Moseley Investment Management Inc | 2,413 | $825.1K | 0.48% | +60+2.5% | Added |
| OneAscent Wealth Management LLC | 2,412 | $825.0K | 0.39% | −341−12.4% | Reduced |
| Waldron Private Wealth LLC | 2,410 | $824.1K | 0.04% | +350+17.0% | Added |
| Stonegate Investment Group, LLC | 2,407 | $823.0K | 0.03% | +40+1.7% | Added |
| Central Trust Co | 2,404 | $822.0K | 0.02% | −195−7.5% | Reduced |
| Chicago Partners Investment Group LLC | 2,607 | $818.3K | 0.04% | −551−17.4% | Reduced |
| BTC Capital Management, Inc. | 2,182 | $816.9K | 0.09% | −220−9.2% | Reduced |
| Belpointe Asset Management LLC | 2,383 | $814.8K | 0.09% | −1,126−32.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 2,382 | $814.5K | 0.10% | +139+6.2% | Added |
| IFP Advisors, Inc | 1,520 | $814.5K | 0.04% | −7,223−82.6% | Reduced |
| Heritage Wealth Advisors | 2,373 | $811.4K | 0.04% | +12+0.5% | Added |
| Atlas Wealth Partners, LLC | 2,400 | $808.0K | 2.33% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,360 | $807.0K | 0.04% | +2,149+1,018.5% | Added |
| Park Place Capital Corp | 2,346 | $802.2K | 0.23% | −138−5.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,337 | $799.1K | 0.04% | −42−1.8% | Reduced |
| Mirador Capital Partners LP | 2,312 | $790.6K | 0.19% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,299 | $786.1K | 0.09% | −885−27.8% | Reduced |
| Fulton Bank, N.A. | 2,293 | $784.1K | 0.04% | +67+3.0% | Added |
| Ancora Advisors, LLC | 2,291 | $783.4K | 0.02% | +8+0.4% | Added |
| Howard Capital Management Group, LLC | 2,287 | $782.0K | 0.07% | −49−2.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,303 | $779.5K | 0.09% | −477−17.2% | Reduced |
| Avitas Wealth Management LLC | 2,273 | $777.2K | 0.14% | −29−1.3% | Reduced |
| Pinnacle Associates Ltd | 2,266 | $774.8K | 0.01% | −17−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 2,250 | $769.4K | 0.18% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,246 | $768.0K | 0.87% | +2,246 | New |
| Bellecapital International Ltd. | 2,244 | $767.3K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 2,239 | $765.6K | 0.60% | +27+1.2% | Added |
| Ontario Teachers Pension Plan Board | 2,235 | $764.2K | 0.01% | +2,235 | New |
| Diligent Investors, LLC | 2,233 | $763.6K | 0.23% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 2,329 | $760.5K | 0.25% | −15,664−87.1% | Reduced |
| Legacy Wealth Management, LLC | 2,210 | $755.7K | 0.38% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,197 | $751.2K | 0.07% | 00.0% | Unchanged |
| STF Management LP | 2,194 | $750.2K | 0.81% | −1,730−44.1% | Reduced |
| Balentine LLC | 2,186 | $747.5K | 0.02% | +246+12.7% | Added |
| Gilbert & Cook, Inc. | 2,177 | $744.4K | 0.12% | +741+51.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,176 | $744.1K | 0.53% | −10,303−82.6% | Reduced |
| Rothschild Investment Corp | 2,175 | $744.0K | 0.06% | +113+5.5% | Added |
| Harrington Investments, INC | 2,155 | $736.9K | 0.48% | +11+0.5% | Added |