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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 534 | $237.6K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 534 | $237.6K | 0.11% | +25+4.9% | Added |
| Davis Investment Partners, LLC | 535 | $237.6K | 0.10% | +535 | New |
| Jacobsen Capital Management | 535 | $238.0K | 0.11% | +32+6.4% | Added |
| Somerset Group LLC | 540 | $240.2K | 0.21% | 00.0% | Unchanged |
| Lavaca Capital LLC | 540 | $240.2K | 0.13% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 541 | $240.7K | 1.03% | +541 | New |
| Walter & Keenan Financial Consulting Co | 543 | $241.6K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 544 | $242.0K | 0.01% | −22−3.9% | Reduced |
| Pinnacle Bancorp, Inc. | 544 | $242.0K | 0.07% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 545 | $242.4K | 0.06% | +4+0.7% | Added |
| CVA Family Office, LLC | 548 | $243.8K | 0.04% | +37+7.2% | Added |
| BlueChip Wealth Advisors LLC | 548 | $243.8K | 0.14% | +548 | New |
| Essex Savings Bank | 549 | $244.2K | 0.07% | +549 | New |
| Intrua Financial, LLC | 549 | $244.2K | 0.04% | +549 | New |
| First American Trust, FSB | 551 | $245.1K | 0.02% | +18+3.4% | Added |
| Rice Partnership, LLC | 553 | $246.0K | 0.05% | +10+1.8% | Added |
| Second Line Capital, LLC | 554 | $246.4K | 0.08% | −31−5.3% | Reduced |
| Arlington Trust Co LLC | 554 | $246.4K | 0.06% | +100+22.0% | Added |
| Midland Wealth Advisors LLC | 554 | $246.4K | 0.01% | +554 | New |
| Forbes J M & Co LLP | 555 | $246.9K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 562 | $250.0K | 0.10% | −48−7.9% | Reduced |
| AlTi Global, Inc. | 565 | $251.3K | 0.01% | −276−32.8% | Reduced |
| New Century Financial Group, LLC | 565 | $251.3K | 0.11% | +565 | New |
| Riverstone Advisors, LLC | 570 | $253.6K | 0.16% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 574 | $255.3K | 0.04% | −128−18.2% | Reduced |
| Optas, LLC | 574 | $255.3K | 0.07% | +22+4.0% | Added |
| Mesirow Financial Investment Management, Inc. | 579 | $257.6K | 0.01% | −20−3.3% | Reduced |
| Schnieders Capital Management LLC | 579 | $257.6K | 0.05% | 00.0% | Unchanged |
| Tobam | 581 | $258.0K | 0.04% | −1,339−69.7% | Reduced |
| Arvest Trust Co N A | 584 | $259.8K | 0.02% | −76−11.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 584 | $259.8K | 0.06% | +584 | New |
| Smithfield Trust Co | 590 | $261.0K | 0.01% | −9−1.5% | Reduced |
| Burton Enright Welch | 587 | $261.1K | 0.06% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 588 | $261.6K | 0.12% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 591 | $262.9K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 592 | $263.0K | 0.07% | −1,021−63.3% | Reduced |
| Covestor Ltd | 591 | $263.0K | 0.17% | −1−0.2% | Reduced |
| AJOVista, LLC | 593 | $263.8K | 0.76% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 486 | $264.1K | 0.06% | +486 | New |
| West Paces Advisors Inc. | 595 | $264.7K | 0.07% | 00.0% | Unchanged |
| V2 Financial group LLC | 600 | $266.2K | 0.18% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 600 | $266.9K | 0.02% | −50−7.7% | Reduced |
| Southern Capital Advisors, LLC | 600 | $266.9K | 0.16% | −13−2.1% | Reduced |
| Sargent Investment Group, LLC | 601 | $267.4K | 0.05% | +601 | New |
| New Republic Capital, LLC | 602 | $267.8K | 0.13% | +602 | New |
| WealthPLAN Partners, LLC | 603 | $268.2K | 0.03% | −180−23.0% | Reduced |
| Avalon Trust Co | 605 | $269.1K | 0.02% | −98−13.9% | Reduced |
| Portfolio Design Labs, LLC | 607 | $270.0K | 0.08% | −1,372−69.3% | Reduced |
| Triad Wealth Partners, LLC | 610 | $271.4K | 0.14% | +610 | New |
| Montecito Bank & Trust | 612 | $272.2K | 0.06% | −201−24.7% | Reduced |
| First Foundation Advisors | 612 | $272.2K | 0.01% | −101−14.2% | Reduced |
| Trust Co | 612 | $272.2K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 613 | $272.7K | 0.17% | −321−34.4% | Reduced |
| Fragasso Group Inc. | 613 | $272.7K | 0.02% | +66+12.1% | Added |
| Avidian Wealth Solutions, LLC | 613 | $272.7K | 0.01% | +613 | New |
| Strengthening Families & Communities, LLC | 613 | $273.0K | 0.08% | +4+0.7% | Added |
| Morling Financial Advisors, LLC | 615 | $273.6K | 0.12% | +88+16.7% | Added |
| Arden Trust Co | 616 | $274.0K | 0.04% | −8−1.3% | Reduced |
| Laffer Tengler Investments | 618 | $274.9K | 0.06% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 620 | $275.8K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 622 | $276.0K | 0.04% | +141+29.3% | Added |
| Pine Valley Investments Ltd Liability Co | 622 | $276.7K | 0.02% | −200−24.3% | Reduced |
| Advisor OS, LLC | 623 | $277.1K | 0.03% | +21+3.5% | Added |
| Strategic Advisors LLC | 624 | $277.6K | 0.05% | +5+0.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 625 | $278.0K | 0.01% | −5−0.8% | Reduced |
| Cooper Financial Group | 629 | $279.8K | 0.04% | +53+9.2% | Added |
| TrueWealth Advisors, LLC | 630 | $280.3K | 0.10% | +630 | New |
| Napa Wealth Management | 632 | $281.1K | 0.19% | −15−2.3% | Reduced |
| Successful Portfolios LLC | 632 | $281.1K | 0.20% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 638 | $283.8K | 0.07% | +638 | New |
| Hemenway Trust Co LLC | 639 | $284.3K | 0.02% | −5−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 640 | $284.7K | 0.02% | −1,700−72.6% | Reduced |
| Spinnaker Investment Group, LLC | 640 | $284.7K | 0.08% | +15+2.4% | Added |
| Stephens Investment Management Group LLC | 641 | $285.1K | 0.00% | +20+3.2% | Added |
| Koshinski Asset Management, Inc. | 3,993 | $285.2K | 0.03% | +3,993 | New |
| New Wave Wealth Advisors LLC | 642 | $285.6K | 0.15% | +642 | New |
| Vise Technologies, Inc. | 643 | $286.0K | 0.05% | +118+22.5% | Added |
| Traveka Wealth, LLC | 648 | $288.1K | 0.14% | +35+5.7% | Added |
| Seven Mile Advisory | 653 | $290.5K | 0.21% | +41+6.7% | Added |
| Spectrum Wealth Counsel, LLC | 654 | $290.9K | 0.04% | −166−20.2% | Reduced |
| Kades & Cheifetz LLC | 660 | $293.6K | 0.18% | −9−1.3% | Reduced |
| Grove Bank & Trust | 661 | $294.0K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 661 | $294.0K | 0.06% | +19+3.0% | Added |
| Callan Capital, LLC | 662 | $294.5K | 0.02% | +71+12.0% | Added |
| WMS Partners, LLC | 666 | $296.3K | 0.02% | −36−5.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 667 | $296.7K | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 668 | $297.2K | 0.06% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 669 | $297.8K | 0.18% | +615+1,138.9% | Added |
| Total Clarity Wealth Management, Inc. | 673 | $299.4K | 0.10% | +20+3.1% | Added |
| Kowal Investment Group, LLC | 673 | $299.4K | 0.06% | +673 | New |
| Viewpoint Capital Management LLC | 675 | $300.3K | 0.18% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 675 | $300.3K | 0.16% | +6+0.9% | Added |
| Burford Brothers, Inc. | 676 | $300.7K | 0.17% | −1−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 677 | $301.1K | 0.06% | +13+2.0% | Added |
| Klingman & Associates, LLC | 681 | $302.9K | 0.02% | +173+34.1% | Added |
| Cable Hill Partners, LLC | 686 | $305.2K | 0.03% | +686 | New |
| Nations Financial Group Inc, | 691 | $307.4K | 0.03% | +691 | New |
| Hendershot Investments Inc. | 693 | $308.3K | 0.04% | +21+3.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 695 | $309.2K | 0.08% | 00.0% | Unchanged |