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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 51 | $22.7K | 0.01% | −11−17.7% | Reduced |
| Key Financial Inc | 51 | $22.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $22.7K | 0.01% | +21+70.0% | Added |
| SJS Investment Consulting Inc. | 51 | $22.7K | 0.00% | +35+218.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 52 | $23.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 52 | $23.1K | 0.01% | +4+8.3% | Added |
| Ibex Wealth Advisors | 53 | $23.6K | 0.00% | +53 | New |
| Evergreen Private Wealth LLC | 54 | $24.0K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 54 | $24.0K | 0.01% | +54 | New |
| CBIZ Investment Advisory Services, LLC | 55 | $24.5K | 0.00% | −15−21.4% | Reduced |
| 1620 Investment Advisors, Inc. | 55 | $24.5K | 0.02% | +55 | New |
| Motco | 57 | $25.4K | 0.00% | +57 | New |
| Semmax Financial Advisors Inc. | 55 | $25.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 59 | $26.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 59 | $26.4K | 0.01% | +59 | New |
| West Oak Capital, LLC | 60 | $26.7K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 60 | $26.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 63 | $28.0K | 0.01% | −120−65.6% | Reduced |
| Baldwin Brothers Inc | 63 | $28.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 63 | $28.0K | 0.00% | +63 | New |
| Delos Wealth Advisors, LLC | 67 | $29.8K | 0.03% | −5−6.9% | Reduced |
| Kelly Financial Services LLC | 67 | $29.8K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 67 | $29.8K | 0.06% | +54+415.4% | Added |
| Main Street Group, LTD | 69 | $30.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 90 | $30.4K | 0.02% | +90 | New |
| Compass Wealth Management LLC | 72 | $32.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 74 | $32.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 75 | $33.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 78 | $34.7K | 0.01% | +8+11.4% | Added |
| Fortitude Family Office, LLC | 80 | $35.6K | 0.02% | +10+14.3% | Added |
| Financial Connections Group, Inc. | 81 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 81 | $36.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 84 | $37.4K | 0.02% | +84 | New |
| Birchbrook, Inc. | 88 | $39.1K | 0.02% | −52−37.1% | Reduced |
| Canton Hathaway, LLC | 90 | $40.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 90 | $40.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $40.9K | 0.00% | +12+15.0% | Added |
| RFP Financial Group LLC | 94 | $41.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 94 | $42.0K | 0.01% | −2−2.1% | Reduced |
| Meeder Asset Management Inc | 96 | $42.7K | 0.00% | −743−88.6% | Reduced |
| Caitlin John, LLC | 98 | $43.6K | 0.03% | +12+14.0% | Added |
| Maryland Capital Advisors Inc. | 100 | $44.5K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $44.5K | 0.00% | +100 | New |
| Colonial Trust Co | 100 | $44.6K | 0.01% | +95+1,900.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 103 | $45.0K | 0.01% | +19+22.6% | Added |
| Cornerstone Planning Group LLC | 109 | $47.7K | 0.01% | +1+0.9% | Added |
| Clean Yield Group | 108 | $48.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 108 | $48.0K | 0.01% | +6+5.9% | Added |
| Naples Money Management LLC | 112 | $48.9K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 113 | $50.3K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 115 | $51.2K | 0.02% | +66+134.7% | Added |
| PrairieView Partners, LLC | 120 | $53.0K | 0.01% | −60−33.3% | Reduced |
| Toth Financial Advisory Corp | 120 | $53.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 125 | $54.1K | 0.02% | +31+33.0% | Added |
| Blue Bell Private Wealth Management, LLC | 122 | $54.3K | 0.01% | +1+0.8% | Added |
| GoalVest Advisory LLC | 123 | $54.7K | 0.02% | −11−8.2% | Reduced |
| Cranbrook Wealth Management, LLC | 123 | $54.9K | 0.01% | +123 | New |
| City Holding Co | 126 | $56.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 130 | $57.8K | 0.01% | +1+0.8% | Added |
| Financial Avengers, Inc. | 130 | $57.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $60.1K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $60.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 135 | $60.1K | 0.04% | +20+17.4% | Added |
| HHM Wealth Advisors, LLC | 139 | $61.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 139 | $62.0K | 0.00% | +25+21.9% | Added |
| JFS Wealth Advisors, LLC | 141 | $62.7K | 0.00% | −84−37.3% | Reduced |
| McIlrath & Eck, LLC | 142 | $63.2K | 0.01% | +55+63.2% | Added |
| Barrett & Company, Inc. | 156 | $69.4K | 0.03% | +20+14.7% | Added |
| Beacon Capital Management, LLC | 158 | $70.3K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 160 | $71.2K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $72.1K | 0.01% | +4+2.5% | Added |
| Atwood & Palmer Inc | 171 | $76.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 175 | $77.8K | 0.00% | +10+6.1% | Added |
| Osterweis Capital Management Inc | 177 | $78.7K | 0.00% | +177 | New |
| NBC Securities, Inc. | 190 | $84.0K | 0.01% | +69+57.0% | Added |
| Gleason Group, Inc. | 190 | $84.5K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 191 | $85.0K | 0.02% | +13+7.3% | Added |
| J.Safra Asset Management Corp | 198 | $88.1K | 0.01% | +198 | New |
| Robinswood Financial LLC | 200 | $89.0K | 0.04% | +200 | New |
| Global Trust Asset Management, LLC | 211 | $93.9K | 0.04% | +210+21,000.0% | Added |
| Byrne Asset Management LLC | 212 | $94.4K | 0.07% | −5−2.3% | Reduced |
| Redwood Wealth Management Group, LLC | 224 | $99.6K | 0.08% | +224 | New |
| Security National Bank | 225 | $100.1K | 0.01% | −30−11.8% | Reduced |
| City State Bank | 228 | $101.4K | 0.04% | +30+15.2% | Added |
| Asset Dedication, LLC | 231 | $102.8K | 0.01% | +176+320.0% | Added |
| Farmers & Merchants Investments Inc | 235 | $104.5K | 0.00% | −2−0.8% | Reduced |
| American National Bank | 245 | $109.0K | 0.01% | +31+14.5% | Added |
| Silver Oak Securities, Inc | 245 | $109.0K | 0.02% | +87+55.1% | Added |
| North Star Investment Management Corp. | 247 | $109.9K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 249 | $110.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 252 | $112.1K | 0.06% | +9+3.7% | Added |
| BOK Financial Private Wealth, Inc. | 252 | $112.1K | 0.01% | +72+40.0% | Added |
| Center for Financial Planning, Inc. | 258 | $114.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 260 | $115.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 266 | $118.3K | 0.01% | +13+5.1% | Added |
| MV Capital Management, Inc. | 270 | $120.1K | 0.01% | +13+5.1% | Added |
| Capital Analysts, LLC | 272 | $121.0K | 0.01% | +10+3.8% | Added |
| Raleigh Capital Management Inc. | 284 | $126.3K | 0.05% | +68+31.5% | Added |
| Provenance Wealth Advisors, LLC | 293 | $130.3K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 297 | $132.1K | 0.06% | −41−12.1% | Reduced |