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 2024
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2024. 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
- 1,826
- +105 vs. Q1 2024
- Shares held
- 304.5M
- +5.75M (+1.9%) vs. Q1 2024
- Total value
- $135.3B
- +$16.4B (+13.8%) vs. Q1 2024
- New holders
- 183
- 785 more added
- Sold out
- 78
- 583 more reduced
22 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 4,218 | $1.88M | 0.06% | +46+1.1% | Added |
| Balboa Wealth Partners | 4,222 | $1.88M | 0.50% | −1,141−21.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,288 | $1.91M | 0.14% | +3,089+257.6% | Added |
| Crestwood Advisors Group LLC | 4,293 | $1.91M | 0.04% | −15−0.3% | Reduced |
| Geneva Capital Management LLC | 4,308 | $1.92M | 0.03% | −1,082−20.1% | Reduced |
| Spire Wealth Management | 4,312 | $1.92M | 0.07% | −1,031−19.3% | Reduced |
| Kingsview Wealth Management, LLC | 4,328 | $1.93M | 0.05% | +184+4.4% | Added |
| Next Century Growth Investors LLC | 4,331 | $1.93M | 0.16% | −13−0.3% | Reduced |
| Ingalls & Snyder LLC | 4,335 | $1.93M | 0.08% | +582+15.5% | Added |
| Hollencrest Capital Management | 4,344 | $1.93M | 0.09% | +59+1.4% | Added |
| Old National Bancorp | 4,366 | $1.94M | 0.05% | −128−2.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,377 | $1.95M | 0.05% | +1,074+32.5% | Added |
| Intellectus Partners, LLC | 4,430 | $1.97M | 0.54% | −705−13.7% | Reduced |
| Terra Nova Asset Management LLC | 4,430 | $1.97M | 1.55% | +2,819+175.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,431 | $1.97M | 0.57% | +446+11.2% | Added |
| Evolutionary Tree Capital Management, LLC | 4,454 | $1.98M | 2.04% | +4,454 | New |
| Schechter Investment Advisors, LLC | 4,456 | $1.98M | 0.15% | −28−0.6% | Reduced |
| RMB Capital Management, LLC | 4,474 | $1.99M | 0.05% | +72+1.6% | Added |
| Alhambra Investment Partners LLC | 4,500 | $2.00M | 1.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,505 | $2.00M | 0.22% | +711+18.7% | Added |
| CNB Bank | 4,508 | $2.01M | 0.96% | −42−0.9% | Reduced |
| NorthRock Partners, LLC | 4,509 | $2.01M | 0.08% | +254+6.0% | Added |
| Scientech Research LLC | 4,542 | $2.02M | 0.42% | +3,038+202.0% | Added |
| Merit Financial Group, LLC | 4,557 | $2.03M | 0.04% | +137+3.1% | Added |
| Conway Capital Management, Inc. | 4,569 | $2.03M | 1.02% | −50−1.1% | Reduced |
| Lake Street Financial LLC | 4,609 | $2.05M | 0.27% | −1,400−23.3% | Reduced |
| Relative Value Partners Group, LLC | 4,609 | $2.05M | 0.27% | +4,609 | New |
| Alamar Capital Management, LLC | 4,625 | $2.06M | 1.25% | +4,625 | New |
| Eastover Investment Advisors LLC | 4,695 | $2.06M | 0.99% | +129+2.8% | Added |
| Malaga Cove Capital, LLC | 4,643 | $2.07M | 0.84% | −11−0.2% | Reduced |
| South Dakota Investment Council | 4,653 | $2.07M | 0.04% | −6−0.1% | Reduced |
| Nomura Holdings Inc | 4,707 | $2.09M | 0.01% | −23,810−83.5% | Reduced |
| Summit Trail Advisors, LLC | 4,714 | $2.10M | 0.06% | +152+3.3% | Added |
| Prospera Financial Services Inc | 4,728 | $2.10M | 0.06% | +979+26.1% | Added |
| Angeles Wealth Management, LLC | 4,728 | $2.10M | 0.20% | −18−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,731 | $2.10M | 0.03% | +13+0.3% | Added |
| Redmond Asset Management, LLC | 4,749 | $2.11M | 0.70% | +5+0.1% | Added |
| Wedmont Private Capital | 4,759 | $2.11M | 0.13% | +365+8.3% | Added |
| Equitable Holdings, Inc. | 4,753 | $2.11M | 0.02% | +306+6.9% | Added |
| HBK Sorce Advisory LLC | 4,768 | $2.12M | 0.07% | −257−5.1% | Reduced |
| Penserra Capital Management LLC | 4,780 | $2.13M | 0.03% | +240+5.3% | Added |
| Stonebridge Capital Advisors LLC | 4,810 | $2.14M | 0.19% | +69+1.5% | Added |
| Vivid Wealth Management, LLC | 4,851 | $2.16M | 1.21% | +3,283+209.4% | Added |
| Good Life Advisors, LLC | 4,874 | $2.17M | 0.18% | +3,409+232.7% | Added |
| Stiles Financial Services Inc | 4,880 | $2.17M | 0.83% | −3−0.1% | Reduced |
| Walleye Trading LLC | 4,899 | $2.18M | 0.04% | −28,823−85.5% | Reduced |
| Scotia Capital Inc. | 4,918 | $2.19M | 0.01% | +2,324+89.6% | Added |
| HighPoint Advisor Group LLC | 5,068 | $2.19M | 0.13% | −65−1.3% | Reduced |
| Texas Yale Capital Corp. | 4,930 | $2.19M | 0.10% | 00.0% | Unchanged |
| Close Asset Management Ltd | 4,939 | $2.20M | 0.07% | +1,045+26.8% | Added |
| Gilliland Jeter Wealth Management LLC | 4,951 | $2.20M | 0.74% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,968 | $2.21M | 0.07% | +2,169+77.5% | Added |
| Hilltop Holdings Inc. | 4,988 | $2.22M | 0.26% | −289−5.5% | Reduced |
| Trust Co of Vermont | 5,049 | $2.25M | 0.12% | +410+8.8% | Added |
| Riverpark Capital Management LLC | 5,067 | $2.25M | 2.99% | −87−1.7% | Reduced |
| M&G Plc | 5,069 | $2.26M | 0.01% | +1,766+53.5% | Added |
| Segment Wealth Management, LLC | 5,093 | $2.27M | 0.17% | +162+3.3% | Added |
| Itau Unibanco Holding S.A. | 5,106 | $2.27M | 0.09% | +5,106 | New |
| Transform Wealth, LLC | 5,111 | $2.27M | 0.17% | −47−0.9% | Reduced |
| Capstone Wealth Management Group, LLC | 5,143 | $2.29M | 1.50% | +2,892+128.5% | Added |
| Gladstone Institutional Advisory LLC | 5,174 | $2.30M | 0.12% | +421+8.9% | Added |
| Suvretta Capital Management, LLC | 5,200 | $2.31M | 0.09% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 5,256 | $2.33M | 0.45% | +146+2.9% | Added |
| Account Management LLC | 5,275 | $2.35M | 2.66% | +5,275 | New |
| Everett Harris & Co | 5,278 | $2.35M | 0.03% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 5,298 | $2.36M | 1.95% | −368−6.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,300 | $2.36M | 1.22% | −1,700−24.3% | Reduced |
| Diversified Trust Co | 5,317 | $2.37M | 0.07% | −1,257−19.1% | Reduced |
| Altman Advisors, Inc. | 5,347 | $2.38M | 1.35% | +20.0% | Added |
| Sectoral Asset Management Inc | 5,400 | $2.40M | 0.98% | −700−11.5% | Reduced |
| Perigon Wealth Management, LLC | 5,434 | $2.42M | 0.07% | +71+1.3% | Added |
| Whitener Capital Management, Inc. | 5,434 | $2.42M | 0.73% | +35+0.6% | Added |
| Alaethes Wealth LLC | 5,449 | $2.42M | 1.00% | +41+0.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 5,451 | $2.42M | 0.14% | −400−6.8% | Reduced |
| Court Place Advisors, LLC | 5,455 | $2.43M | 0.76% | +360+7.1% | Added |
| Benjamin Edwards Inc | 5,497 | $2.44M | 0.47% | +2,649+93.0% | Added |
| Accurate Wealth Management, LLC | 5,603 | $2.45M | 0.59% | +384+7.4% | Added |
| Quadrant Capital Group LLC | 5,528 | $2.46M | 0.18% | +175+3.3% | Added |
| Headlands Technologies LLC | 5,567 | $2.48M | 0.26% | +216+4.0% | Added |
| STF Management LP | 5,589 | $2.49M | 1.05% | −267−4.6% | Reduced |
| Clarity Capital Partners LLC | 5,660 | $2.52M | 1.54% | +800+16.5% | Added |
| Falcon Wealth Planning | 5,670 | $2.52M | 0.33% | −510−8.3% | Reduced |
| King Luther Capital Management Corp | 5,670 | $2.52M | 0.01% | +114+2.1% | Added |
| National Asset Management, Inc. | 5,670 | $2.52M | 0.06% | −1,796−24.1% | Reduced |
| RMR Wealth Builders | 5,699 | $2.54M | 0.29% | +585+11.4% | Added |
| Tower View Investment Management & Research LLC | 5,748 | $2.56M | 1.47% | −7−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,755 | $2.56M | 0.04% | −394−6.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,757 | $2.56M | 0.05% | +10+0.2% | Added |
| Broadwater Capital Management LLC | 5,772 | $2.57M | 1.98% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,776 | $2.57M | 0.20% | +88+1.5% | Added |
| IMA Wealth, Inc. | 5,839 | $2.60M | 1.15% | +103+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,900 | $2.62M | 1.71% | −500−7.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,933 | $2.64M | 0.13% | +147+2.5% | Added |
| Berger Financial Group, Inc | 5,967 | $2.65M | 0.21% | −40−0.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,975 | $2.66M | 0.75% | −225−3.6% | Reduced |
| GTS Securities LLC | 5,998 | $2.67M | 0.06% | +5,998 | New |
| Procyon Private Wealth Partners, LLC | 6,009 | $2.67M | 0.20% | +428+7.7% | Added |
| Claret Asset Management Corp | 6,017 | $2.68M | 0.48% | −232−3.7% | Reduced |
| Legato Capital Management LLC | 6,033 | $2.68M | 0.36% | −1,065−15.0% | Reduced |
| Diversify Advisory Services, LLC | 6,078 | $2.69M | 0.15% | −1,169−16.1% | Reduced |