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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 6,062 | $2.70M | 0.12% | +2,450+67.8% | Added |
| First Financial Bankshares Inc | 6,138 | $2.73M | 0.06% | +81+1.3% | Added |
| Guardian Capital LP | 6,182 | $2.75M | 0.10% | +4,423+251.4% | Added |
| Concentric Capital Strategies, LP | 6,240 | $2.78M | 0.17% | +732+13.3% | Added |
| Wetherby Asset Management Inc | 6,246 | $2.78M | 0.13% | −92−1.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,249 | $2.78M | 0.41% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,282 | $2.79M | 0.16% | +75+1.2% | Added |
| Quantitative Investment Management, LLC | 6,344 | $2.82M | 0.31% | +6,344 | New |
| Capital Asset Advisory Services LLC | 6,385 | $2.82M | 0.15% | +334+5.5% | Added |
| Exome Asset Management LLC | 6,358 | $2.83M | 2.52% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,389 | $2.84M | 0.09% | +140+2.2% | Added |
| Cullinan Associates Inc | 6,400 | $2.85M | 0.16% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 6,438 | $2.86M | 0.05% | +6,438 | New |
| Herold Advisors, Inc. | 6,450 | $2.87M | 0.66% | −1,500−18.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,450 | $2.87M | 0.05% | +338+5.5% | Added |
| PFG Advisors | 6,465 | $2.88M | 0.19% | −39−0.6% | Reduced |
| Nilsine Partners, LLC | 6,547 | $2.91M | 0.39% | +45+0.7% | Added |
| Central Pacific Bank - Trust Division | 6,678 | $2.97M | 0.35% | −148−2.2% | Reduced |
| Kampmann Melissa S. | 6,708 | $2.98M | 2.18% | +349+5.5% | Added |
| Citizens Financial Group Inc | 6,714 | $2.99M | 0.07% | +4,639+223.6% | Added |
| HB Wealth Management, LLC | 6,771 | $3.01M | 0.04% | +791+13.2% | Added |
| Harbor Capital Advisors, Inc. | 6,799 | $3.02M | 0.23% | +9+0.1% | Added |
| Consolidated Planning Corp | 6,901 | $3.07M | 0.51% | +6,901 | New |
| Scott & Selber, Inc. | 6,935 | $3.08M | 0.98% | +105+1.5% | Added |
| China Universal Asset Management Co., Ltd. | 6,944 | $3.09M | 0.44% | +544+8.5% | Added |
| Daymark Wealth Partners, LLC | 7,003 | $3.12M | 0.14% | +246+3.6% | Added |
| Panagora Asset Management Inc | 7,095 | $3.16M | 0.02% | −30.0% | Reduced |
| Hills Bank & Trust Co | 7,160 | $3.19M | 0.26% | −481−6.3% | Reduced |
| Connective Capital Management, LLC | 7,196 | $3.20M | 6.02% | −16,041−69.0% | Reduced |
| Front Row Advisors LLC | 7,231 | $3.22M | 1.12% | −838−10.4% | Reduced |
| Signaturefd, LLC | 7,256 | $3.23M | 0.07% | +413+6.0% | Added |
| Wendell David Associates Inc | 7,275 | $3.24M | 0.33% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,275 | $3.24M | 0.59% | +7,275 | New |
| Sequoia Financial Advisors, LLC | 7,310 | $3.25M | 0.04% | +417+6.0% | Added |
| Pinnacle Wealth Management, LLC | 7,328 | $3.26M | 4.08% | −189−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,364 | $3.28M | 0.23% | +1,889+34.5% | Added |
| Ostrum Asset Management | 7,463 | $3.32M | 0.29% | −313−4.0% | Reduced |
| Vident Advisory, LLC | 7,473 | $3.32M | 0.09% | +307+4.3% | Added |
| Intrust Bank NA | 7,507 | $3.34M | 0.36% | +123+1.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 7,509 | $3.34M | 2.77% | +909+13.8% | Added |
| CAPROCK Group, Inc. | 7,516 | $3.34M | 0.14% | +2,061+37.8% | Added |
| Freestone Capital Holdings, LLC | 7,534 | $3.35M | 0.12% | +63+0.8% | Added |
| Wahed Invest LLC | 7,538 | $3.35M | 0.67% | +7,538 | New |
| First Bank & Trust | 7,559 | $3.36M | 0.68% | −377−4.8% | Reduced |
| Plato Investment Management Ltd | 7,563 | $3.36M | 0.31% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,610 | $3.39M | 0.16% | −19,239−71.7% | Reduced |
| Independent Financial Group, LLC | 7,624 | $3.39M | 0.14% | +361+5.0% | Added |
| Kornitzer Capital Management Inc | 7,626 | $3.39M | 0.06% | +62+0.8% | Added |
| Beacon Pointe Advisors, LLC | 7,748 | $3.45M | 0.04% | −733−8.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,815 | $3.48M | 0.27% | +276+3.7% | Added |
| Empowered Funds, LLC | 7,832 | $3.48M | 0.06% | +739+10.4% | Added |
| TownSquare Capital, LLC | 7,832 | $3.48M | 0.05% | +1,398+21.7% | Added |
| WD Rutherford LLC | 7,846 | $3.49M | 1.75% | −265−3.3% | Reduced |
| Banque Cantonale Vaudoise | 7,852 | $3.49M | 0.14% | −2,489−24.1% | Reduced |
| Girard Partners Ltd. | 7,868 | $3.50M | 0.33% | −52−0.7% | Reduced |
| HBK Investments L P | 7,878 | $3.50M | 0.08% | +7,188+1,041.7% | Added |
| Principal Securities, Inc. | 7,943 | $3.53M | 0.10% | +986+14.2% | Added |
| Oak Asset Management, LLC | 7,985 | $3.55M | 1.30% | −100−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,986 | $3.55M | 0.30% | −183−2.2% | Reduced |
| Adviser Investments LLC | 8,003 | $3.56M | 0.05% | +158+2.0% | Added |
| BDF-Gestion | 8,024 | $3.57M | 0.34% | +8,024 | New |
| Elevatus Welath Management | 8,082 | $3.60M | 1.34% | +8,082 | New |
| RDA Financial Network | 8,167 | $3.63M | 1.19% | +183+2.3% | Added |
| Compagnie Lombard Odier SCmA | 8,185 | $3.64M | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,198 | $3.65M | 0.15% | +164+2.0% | Added |
| Passumpsic Savings Bank | 8,204 | $3.65M | 2.62% | −121−1.5% | Reduced |
| Everence Capital Management Inc | 9,930 | $3.68M | 0.26% | 00.0% | Unchanged |
| Stephens Inc | 8,351 | $3.71M | 0.06% | +284+3.5% | Added |
| Cohen Klingenstein LLC | 8,460 | $3.76M | 0.14% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,464 | $3.77M | 0.25% | +2,394+39.4% | Added |
| TriaGen Wealth Management LLC | 8,502 | $3.78M | 1.46% | +8,502 | New |
| Canal Capital Management, LLC | 8,620 | $3.83M | 0.65% | +73+0.9% | Added |
| Westpac Banking Corp | 8,669 | $3.86M | 0.31% | +816+10.4% | Added |
| Nwam LLC | 8,716 | $3.88M | 1.14% | −1,257−12.6% | Reduced |
| Rockingstone Advisors LLC | 8,748 | $3.89M | 2.00% | +41+0.5% | Added |
| Family Capital Trust Co | 8,755 | $3.89M | 1.27% | −625−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,765 | $3.90M | 0.20% | +980+12.6% | Added |
| Ofi Invest Asset Management | 9,409 | $3.91M | 0.10% | +7,894+521.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,921 | $3.91M | 0.04% | +5+0.1% | Added |
| Sigma Planning Corp | 8,807 | $3.92M | 0.12% | −133−1.5% | Reduced |
| HM Payson & Co | 8,896 | $3.96M | 0.07% | −90−1.0% | Reduced |
| Clear Harbor Asset Management, LLC | 8,962 | $3.99M | 0.35% | +4,704+110.5% | Added |
| Snowden Capital Advisors LLC | 8,980 | $3.99M | 0.12% | −2,399−21.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,008 | $4.01M | 0.11% | +140+1.6% | Added |
| Horizon Investments, LLC | 9,024 | $4.01M | 0.11% | +1,881+26.3% | Added |
| Burns J W & Co Inc | 9,037 | $4.02M | 0.54% | +1,708+23.3% | Added |
| Sycomore Asset Management | 9,120 | $4.04M | 0.71% | +2,027+28.6% | Added |
| Allworth Financial LP | 8,876 | $4.04M | 0.03% | +162+1.9% | Added |
| Linden Thomas Advisory Services, LLC | 9,144 | $4.07M | 0.63% | +3,079+50.8% | Added |
| Brighton Jones LLC | 9,158 | $4.07M | 0.13% | −156−1.7% | Reduced |
| Coldstream Capital Management Inc | 9,162 | $4.08M | 0.10% | −84−0.9% | Reduced |
| Whittier Trust Co | 9,223 | $4.10M | 0.06% | +57+0.6% | Added |
| Aft, Forsyth & Company, Inc. | 9,249 | $4.11M | 2.10% | +400+4.5% | Added |
| Frank, Rimerman Advisors LLC | 9,250 | $4.11M | 0.29% | +5,359+137.7% | Added |
| Nicholas Investment Partners, LP | 9,263 | $4.12M | 0.43% | +9,263 | New |
| Eisler Capital (US) LLC | 9,293 | $4.13M | 0.78% | +9,293 | New |
| Oak Harvest Investment Services | 9,299 | $4.14M | 0.65% | +1,638+21.4% | Added |
| Buckingham Strategic Wealth, LLC | 9,301 | $4.14M | 0.04% | +163+1.8% | Added |
| Oak Ridge Investments LLC | 9,362 | $4.16M | 0.40% | +9,362 | New |
| Arthur M. Cohen & Associates, LLC | 9,372 | $4.17M | 0.76% | +177+1.9% | Added |