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 |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 893 | $402.7K | 0.06% | +893 | New |
| Prosperity Financial Group, Inc. | 907 | $403.5K | 0.25% | +80+9.7% | Added |
| Valmark Advisers, Inc. | 909 | $404.4K | 0.01% | +55+6.4% | Added |
| WESPAC Advisors SoCal, LLC | 913 | $406.1K | 0.10% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 914 | $406.6K | 0.15% | +54+6.3% | Added |
| Onefund, LLC | 919 | $408.8K | 0.45% | +6+0.7% | Added |
| Financial Advisory Service, Inc. | 921 | $409.7K | 0.04% | +41+4.7% | Added |
| Legacy Capital Wealth Partners, LLC | 923 | $410.5K | 0.10% | +923 | New |
| Avion Wealth | 928 | $412.0K | 0.11% | +8+0.9% | Added |
| Dearborn Partners LLC | 927 | $412.4K | 0.02% | +36+4.0% | Added |
| Wealth Management Associates, Inc. | 930 | $413.7K | 0.19% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 935 | $415.9K | 0.08% | +935 | New |
| Cross Staff Investments Inc | 936 | $416.4K | 0.35% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 940 | $418.2K | 0.14% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 941 | $418.6K | 0.02% | −89−8.6% | Reduced |
| Weybosset Research & Management LLC | 947 | $421.0K | 0.16% | +947 | New |
| New Hampshire Trust | 949 | $422.2K | 0.10% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 952 | $423.5K | 0.17% | −558−37.0% | Reduced |
| Golden State Equity Partners | 952 | $423.5K | 0.09% | +952 | New |
| David Loasby | 954 | $424.3K | 0.04% | −105−9.9% | Reduced |
| Garden State Investment Advisory Services LLC | 956 | $425.3K | 0.15% | +70+7.9% | Added |
| Strait & Sound Wealth Management LLC | 956 | $425.3K | 0.22% | +956 | New |
| Sittner & Nelson, LLC | 959 | $426.6K | 0.21% | 00.0% | Unchanged |
| DRW Securities, LLC | 962 | $427.9K | 0.03% | +962 | New |
| Beacon Financial Group | 966 | $429.7K | 0.05% | +52+5.7% | Added |
| Perissos Private Wealth Management, LLC | 966 | $429.7K | 0.39% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 987 | $430.6K | 0.13% | −90−8.4% | Reduced |
| Acropolis Investment Management, LLC | 968 | $430.6K | 0.03% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 970 | $431.5K | 0.11% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 972 | $432.3K | 0.13% | +972 | New |
| Goepper Burkhardt LLC | 972 | $432.4K | 0.20% | 00.0% | Unchanged |
| Univest Financial Corp | 977 | $434.6K | 0.12% | +358+57.8% | Added |
| MONECO Advisors, LLC | 985 | $438.1K | 0.06% | −27−2.7% | Reduced |
| Creative Financial Designs Inc | 985 | $438.2K | 0.04% | +101+11.4% | Added |
| Merriman Wealth Management, LLC | 988 | $439.3K | 0.02% | −128−11.5% | Reduced |
| AIMZ Investment Advisors, LLC | 990 | $440.4K | 0.16% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 995 | $442.6K | 0.10% | +45+4.7% | Added |
| First Affirmative Financial Network | 996 | $442.9K | 0.31% | +26+2.7% | Added |
| Alta Advisers Ltd | 1,000 | $444.9K | 0.21% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,000 | $444.9K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,000 | $444.9K | 0.27% | +1,000 | New |
| Hobbs Group Advisors, LLC | 1,002 | $445.7K | 0.17% | +1,002 | New |
| Stokes Family Office, LLC | 1,006 | $447.5K | 0.05% | +41+4.2% | Added |
| Trinity Legacy Partners, LLC | 1,006 | $447.5K | 0.13% | +228+29.3% | Added |
| Tufton Capital Management | 1,008 | $448.4K | 0.09% | −10−1.0% | Reduced |
| Portside Wealth Group, LLC | 1,009 | $448.9K | 0.09% | +110+12.2% | Added |
| Anchor Investment Management, LLC | 1,009 | $448.9K | 0.05% | −705−41.1% | Reduced |
| Palisade Asset Management, LLC | 1,009 | $448.9K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,009 | $448.9K | 0.04% | +5+0.5% | Added |
| Green Square Capital Advisors LLC | 1,009 | $448.9K | 0.06% | +450+80.5% | Added |
| Atlas Brown,Inc. | 1,012 | $450.2K | 0.16% | +307+43.5% | Added |
| Souders Financial Advisors | 1,016 | $452.0K | 0.07% | +16+1.6% | Added |
| Accredited Investors Inc. | 1,020 | $453.7K | 0.03% | −53−4.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,020 | $453.7K | 0.33% | +112+12.3% | Added |
| D.B. Root & Company, LLC | 1,024 | $455.5K | 0.16% | +5+0.5% | Added |
| Hall Laurie J Trustee | 1,025 | $456.0K | 0.16% | −100−8.9% | Reduced |
| Systematic Alpha Investments, LLC | 1,029 | $457.8K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,030 | $458.2K | 0.13% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,035 | $460.6K | 0.12% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,036 | $460.9K | 0.00% | +69+7.1% | Added |
| Unique Wealth Strategies, LLC | 1,160 | $462.9K | 0.22% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,042 | $463.5K | 0.28% | +188+22.0% | Added |
| AXS Investments LLC | 1,049 | $466.6K | 0.13% | −399−27.6% | Reduced |
| Pictet North America Advisors SA | 1,049 | $466.6K | 0.05% | +144+15.9% | Added |
| CoreCap Advisors, LLC | 1,050 | $467.1K | 0.05% | −426−28.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,050 | $467.1K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,051 | $467.3K | 0.02% | −45−4.1% | Reduced |
| Lion Street Advisors, LLC | 1,051 | $467.5K | 0.17% | −129−10.9% | Reduced |
| Massmutual Trust Co FSB | 1,058 | $470.7K | 0.01% | +128+13.8% | Added |
| Focus Financial Network, Inc. | 1,113 | $474.6K | 0.02% | −731−39.6% | Reduced |
| Visionary Wealth Advisors | 1,069 | $475.5K | 0.03% | +60+5.9% | Added |
| HCR Wealth Advisors | 1,070 | $476.0K | 0.07% | +133+14.2% | Added |
| TCI Wealth Advisors, Inc. | 1,070 | $476.0K | 0.04% | +3+0.3% | Added |
| Sharp Financial Services, LLC | 1,075 | $478.2K | 0.41% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,079 | $480.0K | 0.27% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,085 | $482.7K | 0.05% | −13−1.2% | Reduced |
| Warther Private Wealth, LLC | 1,089 | $484.4K | 0.19% | +1,089 | New |
| Financial Perspectives, Inc | 1,091 | $485.3K | 0.18% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,092 | $485.8K | 0.11% | −14−1.3% | Reduced |
| Financial Management Network Inc | 1,095 | $485.9K | 0.12% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,093 | $486.2K | 0.02% | −27−2.4% | Reduced |
| BSW Wealth Partners | 1,098 | $488.4K | 0.08% | +120+12.3% | Added |
| Mitchell Sinkler & Starr | 1,174 | $488.5K | 0.13% | −41−3.4% | Reduced |
| Investment Partners, Ltd. | 1,101 | $489.8K | 0.22% | −30−2.7% | Reduced |
| TRUE Private Wealth Advisors | 1,107 | $492.2K | 0.06% | −2−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 1,112 | $494.7K | 0.08% | −113−9.2% | Reduced |
| Wolff Wiese Magana LLC | 1,115 | $496.0K | 0.39% | +19+1.7% | Added |
| 9258 Wealth Management, LLC | 1,115 | $496.0K | 0.08% | +165+17.4% | Added |
| Kapstone Financial Advisors LLC | 1,122 | $499.1K | 0.33% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,124 | $500.0K | 0.11% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 1,125 | $500.5K | 0.38% | −8−0.7% | Reduced |
| Vicus Capital | 1,127 | $501.3K | 0.05% | +226+25.1% | Added |
| Green Alpha Advisors, LLC | 1,131 | $503.1K | 0.40% | −147−11.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,131 | $503.1K | 0.08% | −21−1.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,133 | $504.0K | 0.10% | +550+94.3% | Added |
| Spirepoint Private Client, LLC | 1,137 | $505.8K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,138 | $506.2K | 0.02% | +372+48.6% | Added |
| Evercore Wealth Management, LLC | 1,140 | $507.1K | 0.01% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,143 | $508.5K | 0.13% | +197+20.8% | Added |
| Cromwell Holdings LLC | 1,144 | $508.9K | 0.30% | +1,144 | New |