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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 1,145 | $509.4K | 0.01% | +113+10.9% | Added |
| Navalign, LLC | 1,150 | $511.6K | 0.16% | −200−14.8% | Reduced |
| Rossmore Private Capital | 1,153 | $512.9K | 0.07% | +14+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,157 | $514.4K | 0.03% | +281+32.1% | Added |
| Moors & Cabot, Inc. | 1,159 | $515.6K | 0.03% | +26+2.3% | Added |
| Capital Market Strategies LLC | 1,166 | $518.7K | 0.33% | −24−2.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,174 | $522.3K | 0.12% | +77+7.0% | Added |
| Ignite Planners, LLC | 1,180 | $523.6K | 0.13% | +16+1.4% | Added |
| KG&L Capital Management,LLC | 1,181 | $525.4K | 0.18% | +441+59.6% | Added |
| Apriem Advisors | 1,183 | $526.3K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,185 | $527.1K | 0.04% | +318+36.7% | Added |
| Avenue 1 Advisors, LLC | 1,189 | $528.9K | 0.21% | +4+0.3% | Added |
| Yarbrough Capital, LLC | 1,190 | $529.4K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,193 | $530.7K | 0.02% | +9+0.8% | Added |
| Interchange Capital Partners, LLC | 1,197 | $532.5K | 0.20% | +56+4.9% | Added |
| Concord Wealth Partners | 1,199 | $533.4K | 0.09% | −76−6.0% | Reduced |
| Planning Center, Inc. | 1,201 | $534.3K | 0.07% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,207 | $537.0K | 0.14% | −41−3.3% | Reduced |
| KPP Advisory Services LLC | 1,208 | $537.4K | 0.14% | +128+11.9% | Added |
| Csenge Advisory Group | 1,214 | $540.0K | 0.03% | −15−1.2% | Reduced |
| Allstate Corp | 1,214 | $540.0K | 0.04% | −13−1.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,215 | $540.5K | 0.21% | +535+78.7% | Added |
| Channel Wealth LLC | 1,218 | $541.8K | 0.20% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,223 | $544.1K | 0.01% | −7−0.6% | Reduced |
| Cobblestone Capital Advisors LLC | 1,226 | $545.4K | 0.03% | +150+13.9% | Added |
| Bailard, Inc. | 1,230 | $547.2K | 0.02% | +246+25.0% | Added |
| Investmark Advisory Group LLC | 1,232 | $548.1K | 0.29% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,239 | $551.2K | 0.06% | −1−0.1% | Reduced |
| Norden Group LLC | 1,240 | $551.6K | 0.11% | +283+29.6% | Added |
| First Dallas Securities Inc. | 1,250 | $556.1K | 0.24% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,253 | $557.4K | 0.06% | −67−5.1% | Reduced |
| Drive Wealth Management, LLC | 1,257 | $559.2K | 0.15% | +36+2.9% | Added |
| Maxi Investments CY Ltd | 1,272 | $566.0K | 0.13% | +494+63.5% | Added |
| American State Bank (Iowa) | 1,277 | $568.1K | 0.36% | −5−0.4% | Reduced |
| Oarsman Capital, Inc. | 1,282 | $570.3K | 0.13% | −36−2.7% | Reduced |
| Truvestments Capital LLC | 1,289 | $573.4K | 0.23% | +249+23.9% | Added |
| PDS Planning, Inc | 1,291 | $574.3K | 0.06% | −96−6.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,291 | $574.3K | 0.03% | −60−4.4% | Reduced |
| Invesco, LLC | 1,301 | $578.8K | 0.24% | −31−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,308 | $581.9K | 0.09% | −52−3.8% | Reduced |
| Ullmann Financial Group, Inc. | 1,308 | $581.9K | 0.08% | +79+6.4% | Added |
| LRI Investments, LLC | 1,309 | $582.5K | 0.07% | +1,235+1,668.9% | Added |
| TFC Financial Management | 1,317 | $585.9K | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,320 | $587.2K | 0.09% | +119+9.9% | Added |
| Mutual Advisors, LLC | 1,326 | $588.3K | 0.02% | −127−8.7% | Reduced |
| Prosperity Wealth Management, Inc. | 1,330 | $591.7K | 0.29% | +1,330 | New |
| Quent Capital, LLC | 1,334 | $593.4K | 0.07% | +31+2.4% | Added |
| KRS Capital Management, LLC | 1,345 | $598.3K | 0.45% | +105+8.5% | Added |
| Blue Fin Capital, Inc. | 1,346 | $598.8K | 0.12% | +462+52.3% | Added |
| L2 Asset Management, LLC | 1,351 | $601.0K | 0.18% | +185+15.9% | Added |
| Resources Management Corp | 1,350 | $601.0K | 0.09% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,354 | $602.3K | 0.14% | +118+9.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,356 | $603.2K | 0.20% | +631+87.0% | Added |
| Private Wealth Partners, LLC | 1,361 | $605.4K | 0.05% | +93+7.3% | Added |
| Johnson Financial Group, Inc. | 1,361 | $605.4K | 0.03% | +1,230+938.9% | Added |
| DGS Capital Management, LLC | 1,391 | $618.8K | 0.17% | +116+9.1% | Added |
| Covenant Partners, LLC | 1,396 | $621.0K | 0.19% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,397 | $621.5K | 0.11% | −63−4.3% | Reduced |
| Morningstar Investment Services LLC | 1,403 | $624.0K | 0.01% | +445+46.5% | Added |
| Tradition Wealth Management, LLC | 1,404 | $624.6K | 0.06% | −102−6.8% | Reduced |
| SFE Investment Counsel | 1,404 | $624.6K | 0.14% | −6−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 1,407 | $625.9K | 0.05% | −95−6.3% | Reduced |
| Moran Wealth Management, LLC | 1,408 | $626.3K | 0.02% | +366+35.1% | Added |
| Everpar Advisors LLC | 1,409 | $626.8K | 0.31% | +348+32.8% | Added |
| NorthCrest Asset Manangement, LLC | 1,410 | $627.2K | 0.02% | +46+3.4% | Added |
| Advisory Alpha, LLC | 1,417 | $630.4K | 0.02% | +379+36.5% | Added |
| WSFS Capital Management, LLC | 1,428 | $635.0K | 0.04% | +52+3.8% | Added |
| TSFG, LLC | 1,430 | $636.0K | 0.15% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,440 | $640.6K | 0.42% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,440 | $640.6K | 0.02% | +133+10.2% | Added |
| Secure Asset Management, LLC | 1,447 | $643.7K | 0.12% | +1,447 | New |
| Aviso Financial Inc. | 1,449 | $644.6K | 0.04% | +1,449 | New |
| Prelude Capital Management, LLC | 1,450 | $645.0K | 0.05% | −1,220−45.7% | Reduced |
| Gryphon Financial Partners LLC | 1,451 | $645.5K | 0.10% | −260−15.2% | Reduced |
| Pallas Capital Advisors LLC | 1,555 | $646.9K | 0.03% | +18+1.2% | Added |
| Fulton Breakefield Broenniman LLC | 1,458 | $648.6K | 0.05% | −188−11.4% | Reduced |
| WealthPlan Investment Management, LLC | 1,470 | $653.9K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,473 | $655.3K | 0.02% | +47+3.3% | Added |
| Cambridge Advisors Inc. | 1,478 | $657.5K | 0.15% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,485 | $660.6K | 0.08% | +83+5.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,485 | $660.6K | 0.10% | +178+13.6% | Added |
| Norris Perne & French LLP | 1,492 | $663.7K | 0.05% | +51+3.5% | Added |
| WBH Advisory Inc | 1,500 | $667.3K | 0.07% | −2−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,506 | $669.9K | 0.02% | +35+2.4% | Added |
| Cassady Schiller Wealth Management, LLC | 1,515 | $673.9K | 0.27% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,517 | $674.8K | 0.07% | +308+25.5% | Added |
| Paradigm Financial Partners, LLC | 1,521 | $676.6K | 0.10% | +358+30.8% | Added |
| Davis R M Inc | 1,522 | $677.1K | 0.01% | −43−2.7% | Reduced |
| Sunbelt Securities, Inc. | 1,523 | $677.5K | 0.07% | −1,134−42.7% | Reduced |
| Integrated Advisors Network LLC | 1,539 | $684.6K | 0.04% | −61−3.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,540 | $685.0K | 0.04% | +5+0.3% | Added |
| Arkadios Wealth Advisors | 1,541 | $685.5K | 0.05% | −3−0.2% | Reduced |
| Strategy Asset Managers LLC | 2,023 | $691.7K | 0.15% | −715−26.1% | Reduced |
| Parnassus Investments | 1,559 | $693.5K | 0.00% | +497+46.8% | Added |
| Virtue Capital Management, LLC | 1,518 | $694.2K | 0.12% | −381−20.1% | Reduced |
| J. W. Coons Advisors, LLC | 1,570 | $698.4K | 0.17% | +60+4.0% | Added |
| SPC Financial, Inc. | 1,574 | $700.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,574 | $700.2K | 0.07% | +3+0.2% | Added |
| Childress Capital Advisors, LLC | 1,579 | $702.4K | 0.20% | −6−0.4% | Reduced |
| 1776 Wealth LLC | 1,586 | $705.5K | 0.32% | +20+1.3% | Added |