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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 697 | $310.1K | 0.08% | +19+2.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 697 | $310.1K | 0.12% | +23+3.4% | Added |
| Buck Wealth Strategies, LLC | 700 | $311.4K | 0.09% | +700 | New |
| Parkside Financial Bank & Trust | 702 | $312.3K | 0.05% | +5+0.7% | Added |
| WR Wealth Planners, LLC | 707 | $314.5K | 0.10% | +56+8.6% | Added |
| Symmetry Partners, LLC | 709 | $315.0K | 0.02% | −287−28.8% | Reduced |
| Trillium Asset Management, LLC | 707 | $315.0K | 0.01% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 710 | $315.8K | 0.19% | 00.0% | Unchanged |
| Gratus Capital LLC | 710 | $315.8K | 0.01% | +710 | New |
| New Harbor Financial Group, LLC | 713 | $317.2K | 0.11% | +713 | New |
| Patriot Financial Group Insurance Agency, LLC | 714 | $317.6K | 0.05% | −19−2.6% | Reduced |
| AdvisorNet Financial, Inc | 715 | $318.1K | 0.03% | +3+0.4% | Added |
| TFG Advisers LLC | 717 | $319.0K | 0.12% | +72+11.2% | Added |
| Silvia McColl Wealth Management, LLC | 725 | $322.5K | 0.27% | −2−0.3% | Reduced |
| Capital Investment Advisors, LLC | 725 | $322.6K | 0.01% | +76+11.7% | Added |
| JJJ Advisors Inc. | 727 | $323.4K | 0.07% | +19+2.7% | Added |
| IFG Advisory, LLC | 728 | $323.9K | 0.02% | +728 | New |
| West Family Investments, Inc. | 731 | $325.2K | 0.10% | +140+23.7% | Added |
| Vaughan David Investments LLC | 733 | $326.0K | 0.01% | +5+0.7% | Added |
| Ulland Investment Advisors, LLC | 738 | $328.0K | 0.23% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 738 | $328.3K | 0.01% | −32−4.2% | Reduced |
| Fairscale Capital, LLC | 751 | $328.9K | 0.29% | +751 | New |
| Destination Wealth Management | 740 | $329.2K | 0.01% | +6+0.8% | Added |
| Magnus Financial Group LLC | 741 | $329.6K | 0.04% | −5−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 742 | $330.1K | 0.24% | +68+10.1% | Added |
| Smith, Salley & Associates | 742 | $330.2K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 743 | $330.5K | 0.02% | +11+1.5% | Added |
| Edge Capital Group, LLC | 744 | $331.0K | 0.02% | +44+6.3% | Added |
| Morris Retirement Advisors, LLC | 745 | $331.3K | 0.19% | −947−56.0% | Reduced |
| Autumn Glory Partners, LLC | 750 | $333.6K | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | 00.0% | Unchanged |
| SWP Financial LLC | 756 | $336.3K | 0.22% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 757 | $336.8K | 0.04% | −69−8.4% | Reduced |
| Semus Wealth Partners LLC | 757 | $336.8K | 0.26% | −9−1.2% | Reduced |
| United Capital Management of KS, Inc. | 757 | $336.8K | 0.07% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 759 | $337.6K | 0.19% | +759 | New |
| Cary Street Partner Investment Advisory LLC | 760 | $338.1K | 0.01% | −70−8.4% | Reduced |
| Granite Group Advisors, LLC | 761 | $338.5K | 0.26% | −1,305−63.2% | Reduced |
| Magellan Asset Management Ltd | 764 | $339.9K | 0.00% | +127+19.9% | Added |
| Advance Capital Management, Inc. | 769 | $342.1K | 0.02% | +29+3.9% | Added |
| Confluence Wealth Services, Inc. | 774 | $344.3K | 0.03% | +108+16.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 791 | $345.1K | 0.19% | −14−1.7% | Reduced |
| MidWestOne Financial Group, Inc. | 777 | $345.6K | 0.06% | +40+5.4% | Added |
| Level Four Advisory Services, LLC | 778 | $346.1K | 0.02% | −286−26.9% | Reduced |
| Sivia Capital Partners, LLC | 781 | $347.4K | 0.23% | +45+6.1% | Added |
| Middleton & Co Inc | 783 | $348.3K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 783 | $348.3K | 0.02% | +174+28.6% | Added |
| Sonora Investment Management Group, LLC | 875 | $349.2K | 0.03% | 00.0% | Unchanged |
| Saiph Capital, LLC | 797 | $354.5K | 0.16% | +77+10.7% | Added |
| Diversified, LLC | 798 | $355.0K | 0.04% | +103+14.8% | Added |
| Howard Financial Services, Ltd. | 799 | $355.4K | 0.06% | −54−6.3% | Reduced |
| Canopy Partners, LLC | 799 | $355.4K | 0.17% | +5+0.6% | Added |
| Riversedge Advisors, LLC | 799 | $355.4K | 0.09% | +13+1.7% | Added |
| Modern Wealth Management, LLC | 799 | $355.4K | 0.03% | +29+3.8% | Added |
| Arnhold LLC | 800 | $355.9K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 801 | $356.3K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $356.3K | 0.11% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $356.3K | 0.13% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 801 | $356.7K | 0.20% | +53+7.1% | Added |
| Financial Insights, Inc. | 807 | $359.0K | 0.10% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 808 | $359.5K | 0.22% | +197+32.2% | Added |
| Bridgefront Capital, LLC | 810 | $360.3K | 0.15% | +810 | New |
| FFT Wealth Management LLC | 811 | $360.8K | 0.03% | −266−24.7% | Reduced |
| Wrapmanager Inc | 811 | $360.8K | 0.10% | +61+8.1% | Added |
| UMA Financial Services, Inc. | 824 | $360.9K | 0.07% | −25−2.9% | Reduced |
| Granite Investment Partners, LLC | 816 | $363.0K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 818 | $363.9K | 0.21% | +141+20.8% | Added |
| Jupiter Asset Management Ltd | 818 | $363.9K | 0.00% | +818 | New |
| Vertex Planning Partners, LLC | 819 | $364.3K | 0.09% | +11+1.4% | Added |
| Finer Wealth Management, Inc. | 837 | $372.3K | 0.24% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 839 | $373.2K | 0.06% | +35+4.4% | Added |
| Holderness Investments Co | 840 | $373.7K | 0.09% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 842 | $374.6K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 845 | $375.9K | 0.10% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 846 | $376.3K | 0.31% | +9+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 846 | $376.3K | 0.02% | +119+16.4% | Added |
| Bank Hapoalim BM | 847 | $377.0K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 850 | $378.1K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 855 | $380.0K | 0.04% | 00.0% | Unchanged |
| Bank of Stockton | 860 | $382.6K | 0.12% | +860 | New |
| Callahan Advisors, LLC | 862 | $383.5K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 865 | $384.8K | 0.17% | +210+32.1% | Added |
| Delta Financial Group, Inc. | 868 | $386.0K | 0.16% | +21+2.5% | Added |
| Glassy Mountain Advisors, Inc. | 868 | $386.1K | 0.14% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 871 | $387.5K | 0.04% | +90+11.5% | Added |
| Thrive Wealth Management, LLC | 872 | $387.9K | 0.08% | −25−2.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 881 | $391.9K | 0.10% | −14−1.6% | Reduced |
| Journey Advisory Group, LLC | 884 | $393.2K | 0.05% | +101+12.9% | Added |
| Clarus Group, Inc. | 885 | $393.7K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 900 | $394.2K | 0.10% | +900 | New |
| StrongBox Wealth, LLC | 889 | $395.5K | 0.19% | +72+8.8% | Added |
| Legacy Advisors, LLC | 891 | $396.4K | 0.05% | −249−21.8% | Reduced |
| Austin Private Wealth, LLC | 897 | $399.0K | 0.04% | +41+4.8% | Added |
| Vigilare Wealth Management | 898 | $399.5K | 0.18% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 900 | $400.4K | 0.10% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $400.4K | 0.06% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 900 | $400.4K | 0.02% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 900 | $400.4K | 0.35% | 00.0% | Unchanged |
| Claro Advisors LLC | 903 | $401.7K | 0.06% | +84+10.3% | Added |
| Ashton Thomas Private Wealth, LLC | 904 | $402.1K | 0.02% | −362−28.6% | Reduced |