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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 9,389 | $4.18M | 0.20% | +430+4.8% | Added |
| Baldwin Investment Management, LLC | 9,585 | $4.26M | 0.58% | +671+7.5% | Added |
| Squarepoint Ops LLC | 9,612 | $4.28M | 0.02% | −38,932−80.2% | Reduced |
| Neville Rodie & Shaw Inc | 9,625 | $4.28M | 0.32% | −1,361−12.4% | Reduced |
| Raymond James Trust N.A. | 9,662 | $4.30M | 0.10% | +170+1.8% | Added |
| Vestcor Inc | 9,678 | $4.30M | 0.15% | +3,157+48.4% | Added |
| Argent Trust Co | 9,685 | $4.31M | 0.19% | +962+11.0% | Added |
| Hodges Capital Management Inc. | 9,687 | $4.31M | 0.29% | −849−8.1% | Reduced |
| Fiduciary Trust Co | 9,690 | $4.31M | 0.06% | +141+1.5% | Added |
| Wisconsin Capital Management LLC | 9,725 | $4.33M | 2.19% | +2,010+26.1% | Added |
| Independent Advisor Alliance | 9,748 | $4.34M | 0.15% | +87+0.9% | Added |
| Welch & Forbes LLC | 9,840 | $4.36M | 0.06% | −18−0.2% | Reduced |
| Orion Capital Management LLC | 9,829 | $4.37M | 2.30% | −100−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,893 | $4.40M | 0.01% | −210−2.1% | Reduced |
| Deane Retirement Strategies, Inc. | 10,017 | $4.43M | 2.27% | +10.0% | Added |
| Integral Health Asset Management, LLC | 10,000 | $4.45M | 0.44% | −40,000−80.0% | Reduced |
| BNC Wealth Management, LLC | 10,005 | $4.45M | 1.65% | +930+10.2% | Added |
| Strategic Advocates LLC | 10,013 | $4.45M | 1.77% | +184+1.9% | Added |
| Roundview Capital LLC | 10,022 | $4.46M | 0.35% | +29+0.3% | Added |
| First Hawaiian Bank | 10,116 | $4.50M | 0.15% | −24−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 10,142 | $4.51M | 0.09% | +7,590+297.4% | Added |
| Dynamic Advisor Solutions LLC | 10,245 | $4.56M | 0.14% | +252+2.5% | Added |
| Apollon Wealth Management, LLC | 10,308 | $4.59M | 0.14% | +315+3.2% | Added |
| Ossiam | 10,380 | $4.62M | 0.09% | +1,065+11.4% | Added |
| Northwest & Ethical Investments L.P. | 10,453 | $4.65M | 0.13% | +1,074+11.5% | Added |
| Blue Square Asset Management, LLC | 10,515 | $4.68M | 2.73% | +266+2.6% | Added |
| Trifecta Capital Advisors, LLC | 10,529 | $4.68M | 1.04% | +1,296+14.0% | Added |
| Brinker Capital Investments, LLC | 10,540 | $4.69M | 0.05% | +682+6.9% | Added |
| Orion Portfolio Solutions, LLC | 10,540 | $4.69M | 0.05% | +682+6.9% | Added |
| Investment Management Corp of Ontario | 10,694 | $4.76M | 0.13% | −11,173−51.1% | Reduced |
| Oak Associates, Ltd | 10,710 | $4.76M | 0.32% | −100−0.9% | Reduced |
| Bahl & Gaynor Inc | 10,731 | $4.77M | 0.03% | −552−4.9% | Reduced |
| Natixis Investment Managers International | 10,856 | $4.83M | 0.36% | −397−3.5% | Reduced |
| Kennedy Capital Management, Inc. | 10,891 | $4.84M | 0.10% | +4,513+70.8% | Added |
| Saranac Partners Ltd | 10,922 | $4.86M | 2.89% | −699−6.0% | Reduced |
| Zions Bancorporation, N.A. | 10,956 | $4.87M | 0.39% | −728−6.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,965 | $4.88M | 0.07% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 11,000 | $4.89M | 0.44% | +11,000 | New |
| Dnca Finance | 11,000 | $4.89M | 0.42% | +11,000 | New |
| SYSTM Wealth Solutions LLC | 11,001 | $4.89M | 1.09% | +500+4.8% | Added |
| Global Retirement Partners, LLC | 11,078 | $4.93M | 0.15% | +9,458+583.8% | Added |
| Covenant Asset Management, LLC | 11,096 | $4.94M | 1.11% | +172+1.6% | Added |
| Liberty Wealth Management LLC | 11,171 | $4.97M | 0.91% | +11,171 | New |
| De Burlo Group Inc | 11,200 | $4.98M | 0.67% | +11,200 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,289 | $5.02M | 0.13% | +110+1.0% | Added |
| Marks Group Wealth Management, Inc | 11,338 | $5.04M | 0.53% | +159+1.4% | Added |
| Gamco Investors, Inc. Et Al | 11,413 | $5.08M | 0.06% | −10.0% | Reduced |
| Great Lakes Advisors, LLC | 11,434 | $5.09M | 0.05% | −9,769−46.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,441 | $5.09M | 0.34% | −186−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,600 | $5.16M | 0.04% | +11,600 | New |
| Petredis Investment Advisors LLC | 11,654 | $5.18M | 0.58% | −24−0.2% | Reduced |
| 1st Source Bank | 11,658 | $5.19M | 0.30% | +27+0.2% | Added |
| AustralianSuper Pty Ltd | 11,746 | $5.23M | 0.03% | +282+2.5% | Added |
| Empirical Finance, LLC | 11,837 | $5.27M | 0.33% | −811−6.4% | Reduced |
| Legacy Trust | 11,861 | $5.28M | 1.31% | −366−3.0% | Reduced |
| Tandem Investment Advisors, Inc. | 11,905 | $5.30M | 0.21% | +124+1.1% | Added |
| Knights of Columbus Asset Advisors LLC | 11,906 | $5.30M | 0.35% | +2,299+23.9% | Added |
| Steward Partners Investment Advisory, LLC | 11,922 | $5.30M | 0.06% | +1,395+13.3% | Added |
| Hamilton Capital Partners Inc. | 11,930 | $5.31M | 0.57% | +666+5.9% | Added |
| Advisors Asset Management, Inc. | 11,975 | $5.33M | 0.10% | +4,595+62.3% | Added |
| Rheos Capital Works Inc. | 12,000 | $5.34M | 0.28% | −20,000−62.5% | Reduced |
| Brookstone Capital Management | 12,530 | $5.34M | 0.09% | +2,289+22.4% | Added |
| Transamerica Financial Advisors, Inc. | 12,030 | $5.35M | 0.57% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 12,069 | $5.37M | 0.83% | +503+4.3% | Added |
| Vinva Investment Management Ltd | 12,182 | $5.42M | 0.28% | −1,087−8.2% | Reduced |
| Cornerstone Advisors, LLC | 12,300 | $5.47M | 0.22% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 12,309 | $5.48M | 1.20% | +1,151+10.3% | Added |
| Veriti Management LLC | 12,417 | $5.52M | 0.34% | +2,129+20.7% | Added |
| Verition Fund Management LLC | 12,419 | $5.52M | 0.04% | −845−6.4% | Reduced |
| Axxcess Wealth Management, LLC | 12,554 | $5.58M | 0.15% | +2,003+19.0% | Added |
| D.A. Davidson & Co. | 12,655 | $5.63M | 0.05% | −286−2.2% | Reduced |
| Cornerstone Capital, Inc. | 12,698 | $5.65M | 0.57% | −110−0.9% | Reduced |
| Sandy Spring Bank | 12,711 | $5.65M | 0.25% | +664+5.5% | Added |
| First National Trust Co | 12,722 | $5.66M | 0.23% | +9,544+300.3% | Added |
| Cornerstone Wealth Group, LLC | 12,798 | $5.69M | 0.51% | +12,798 | New |
| Abner Herrman & Brock LLC | 12,900 | $5.74M | 0.73% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,149 | $5.74M | 0.10% | +10,980+506.2% | Added |
| Peapack Gladstone Financial Corp | 12,918 | $5.75M | 0.09% | +236+1.9% | Added |
| Richard Bernstein Advisors LLC | 13,000 | $5.78M | 0.13% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 13,009 | $5.79M | 2.08% | +930+7.7% | Added |
| Sit Investment Associates Inc | 13,156 | $5.85M | 0.13% | +5,887+81.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,183 | $5.86M | 1.27% | +110+0.8% | Added |
| Dakota Wealth Management | 13,474 | $5.99M | 0.14% | +4,396+48.4% | Added |
| Hantz Financial Services, Inc. | 13,480 | $6.00M | 0.12% | +177+1.3% | Added |
| Lockheed Martin Investment Management Co | 13,530 | $6.02M | 0.35% | −490−3.5% | Reduced |
| First Long Island Investors, LLC | 13,600 | $6.05M | 0.51% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,663 | $6.08M | 0.13% | −329−2.4% | Reduced |
| Bath Savings Trust Co | 13,702 | $6.10M | 0.65% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,825 | $6.15M | 0.04% | +1,044+8.2% | Added |
| Federation des caisses Desjardins du Quebec | 13,835 | $6.15M | 0.03% | +7,583+121.3% | Added |
| Qube Research & Technologies Ltd | 13,851 | $6.16M | 0.01% | −48,218−77.7% | Reduced |
| Bouvel Investment Partners, LLC | 13,883 | $6.18M | 2.39% | −29−0.2% | Reduced |
| Mirova | 13,923 | $6.19M | 1.13% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 13,925 | $6.19M | 2.29% | −37−0.3% | Reduced |
| Private Advisor Group, LLC | 14,019 | $6.24M | 0.04% | +2,146+18.1% | Added |
| Arlington Financial Advisors, LLC | 14,085 | $6.27M | 1.37% | −1,229−8.0% | Reduced |
| KMG Fiduciary Partners, LLC | 14,088 | $6.27M | 0.62% | +120+0.9% | Added |
| Atria Wealth Solutions, Inc. | 14,131 | $6.29M | 0.07% | −442−3.0% | Reduced |
| Boothbay Fund Management, LLC | 14,202 | $6.32M | 0.20% | −1,207−7.8% | Reduced |
| Prospect Hill Management, LLC | 14,325 | $6.37M | 3.50% | 00.0% | Unchanged |