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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,590 | $707.3K | 0.07% | +142+9.8% | Added |
| Prairie Wealth Advisors, Inc. | 1,605 | $714.0K | 0.36% | −125−7.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,609 | $715.8K | 0.62% | −16−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,610 | $716.2K | 0.07% | −52−3.1% | Reduced |
| First Manhattan Co | 1,610 | $716.2K | 0.00% | +455+39.4% | Added |
| Chicago Trust Co NA | 1,612 | $717.1K | 0.15% | −21−1.3% | Reduced |
| Financial Management Professionals, Inc. | 1,613 | $718.0K | 0.10% | +249+18.3% | Added |
| Aviance Capital Partners, LLC | 1,615 | $718.4K | 0.10% | +82+5.3% | Added |
| Davy Global Fund Management Ltd | 1,617 | $719.3K | 0.08% | +90+5.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,621 | $721.1K | 0.07% | +62+4.0% | Added |
| RB Capital Management, LLC | 1,632 | $726.0K | 0.19% | −50−3.0% | Reduced |
| Proficio Capital Partners LLC | 1,633 | $726.4K | 0.08% | +104+6.8% | Added |
| TFB Advisors LLC | 1,639 | $729.1K | 0.24% | +256+18.5% | Added |
| Parsons Capital Management Inc | 1,650 | $734.0K | 0.05% | 00.0% | Unchanged |
| Heritage Trust Co | 1,651 | $734.5K | 0.10% | −27−1.6% | Reduced |
| Camden Capital, LLC | 1,655 | $736.2K | 0.06% | −51−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,661 | $739.3K | 0.08% | −174−9.5% | Reduced |
| Martingale Asset Management L P | 1,670 | $742.9K | 0.02% | −1,679−50.1% | Reduced |
| Trust Point Inc. | 1,673 | $744.2K | 0.06% | −137−7.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,675 | $745.1K | 0.02% | +754+81.9% | Added |
| Miracle Mile Advisors, LLC | 1,676 | $745.6K | 0.02% | +198+13.4% | Added |
| NBT Bank N A | 1,681 | $747.8K | 0.05% | +14+0.8% | Added |
| Richard W. Paul & Associates, LLC | 1,683 | $748.7K | 0.29% | +68+4.2% | Added |
| All Terrain Financial Advisors, LLC | 1,699 | $755.8K | 0.32% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,700 | $756.2K | 0.21% | +144+9.3% | Added |
| InTrack Investment Management Inc | 1,700 | $756.2K | 0.54% | +1,700 | New |
| Verdence Capital Advisors LLC | 1,704 | $758.0K | 0.07% | −348−17.0% | Reduced |
| J. Goldman & Co LP | 1,710 | $760.7K | 0.03% | −3,156−64.9% | Reduced |
| Empower Advisory Group, LLC | 1,714 | $762.5K | 0.00% | +38+2.3% | Added |
| Essex Financial Services, Inc. | 1,654 | $766.8K | 0.06% | +47+2.9% | Added |
| Modera Wealth Management, LLC | 1,726 | $767.8K | 0.01% | −13−0.7% | Reduced |
| Rehmann Capital Advisory Group | 1,750 | $778.5K | 0.06% | −3−0.2% | Reduced |
| Sage Mountain Advisors LLC | 1,755 | $780.6K | 0.07% | +387+28.3% | Added |
| Missouri Trust & Investment Co | 1,755 | $780.7K | 0.29% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 1,764 | $784.7K | 1.00% | −21−1.2% | Reduced |
| Park National Corp | 1,764 | $784.7K | 0.03% | +14+0.8% | Added |
| Weaver Capital Management LLC | 1,764 | $784.7K | 0.25% | +295+20.1% | Added |
| Financial Advocates Investment Management | 1,765 | $785.2K | 0.05% | +65+3.8% | Added |
| Catalyst Financial Partners LLC | 1,767 | $786.0K | 0.17% | +77+4.6% | Added |
| First Heartland Consultants, Inc. | 1,768 | $787.0K | 0.08% | +22+1.3% | Added |
| Ellerson Group Inc | 1,770 | $787.4K | 0.60% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 1,770 | $787.4K | 0.28% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,774 | $789.0K | 0.03% | +102+6.1% | Added |
| One Capital Management, LLC | 1,775 | $789.6K | 0.03% | +1,775 | New |
| Alera Investment Advisors, LLC | 1,790 | $796.3K | 0.10% | −1,335−42.7% | Reduced |
| Northcape Capital Pty Ltd | 1,795 | $799.0K | 0.12% | +1,795 | New |
| Icon Wealth Advisors, LLC | 1,802 | $801.2K | 0.07% | +1,312+267.8% | Added |
| Liberty One Investment Management, LLC | 1,809 | $805.0K | 0.09% | −137−7.0% | Reduced |
| IHT Wealth Management, LLC | 1,814 | $807.0K | 0.03% | +212+13.2% | Added |
| Simon Quick Advisors, LLC | 1,820 | $809.6K | 0.06% | +175+10.6% | Added |
| Lewis Asset Management, LLC | 1,825 | $811.9K | 0.62% | +60+3.4% | Added |
| Prosperity Consulting Group, LLC | 1,831 | $814.5K | 0.11% | +359+24.4% | Added |
| Park Place Capital Corp | 1,833 | $815.4K | 0.26% | −53−2.8% | Reduced |
| CX Institutional | 1,845 | $820.7K | 0.04% | −15−0.8% | Reduced |
| Patron Partners Advisors, LLC | 1,845 | $820.7K | 0.48% | +69+3.9% | Added |
| OneAscent Wealth Management LLC | 1,864 | $829.0K | 0.43% | −42−2.2% | Reduced |
| Moneta Group Investment Advisors LLC | 1,875 | $834.1K | 0.01% | +1,211+182.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,895 | $843.0K | 0.04% | −374−16.5% | Reduced |
| Monetary Management Group Inc | 1,895 | $843.0K | 0.22% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,904 | $847.0K | 0.12% | +221+13.1% | Added |
| Dana Investment Advisors, Inc. | 1,904 | $847.0K | 0.03% | +90+5.0% | Added |
| Ameritas Advisory Services, LLC | 1,912 | $850.6K | 0.03% | +684+55.7% | Added |
| Ausdal Financial Partners, Inc. | 1,928 | $857.7K | 0.09% | +10+0.5% | Added |
| Forum Financial Management, LP | 1,931 | $859.0K | 0.02% | −6−0.3% | Reduced |
| Wealth Management Partners, LLC | 1,945 | $865.2K | 0.42% | +1,371+238.9% | Added |
| Michael B. Yongue | 1,958 | $871.0K | 0.75% | −93−4.5% | Reduced |
| Caldwell Trust Co | 1,958 | $871.0K | 0.10% | +148+8.2% | Added |
| Altfest L J & Co Inc | 1,963 | $873.0K | 0.12% | +58+3.0% | Added |
| Perennial Investment Advisors, LLC | 1,964 | $873.7K | 0.13% | +118+6.4% | Added |
| Clarius Group, LLC | 1,967 | $875.0K | 0.06% | −130−6.2% | Reduced |
| JGP Wealth Management, LLC | 1,967 | $875.0K | 0.12% | +101+5.4% | Added |
| IFP Advisors, Inc | 1,969 | $876.1K | 0.03% | +307+18.5% | Added |
| Legacy Financial Advisors, Inc. | 1,976 | $879.0K | 0.16% | +101+5.4% | Added |
| SeaCrest Wealth Management, LLC | 1,981 | $881.2K | 0.10% | +60+3.1% | Added |
| Liberty Capital Management, Inc. | 1,990 | $885.3K | 0.21% | +325+19.5% | Added |
| Heritage Wealth Advisors | 1,992 | $886.1K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,000 | $889.7K | 0.04% | −2,346−54.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 2,000 | $889.7K | 0.11% | −1,000−33.3% | Reduced |
| AlphaCentric Advisors LLC | 2,000 | $889.7K | 0.66% | −1,000−33.3% | Reduced |
| Two Sigma Investments, LP | 2,000 | $889.7K | 0.00% | −3−0.1% | Reduced |
| NCP Inc. | 2,000 | $889.7K | 0.56% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,000 | $889.7K | 0.41% | +2,000 | New |
| U.S. Capital Wealth Advisors, LLC | 2,002 | $890.6K | 0.03% | −143−6.7% | Reduced |
| Eqis Capital Management, Inc. | 2,005 | $891.9K | 0.07% | −135−6.3% | Reduced |
| Centennial Bank | 2,011 | $894.6K | 0.44% | −7−0.3% | Reduced |
| Mendel Money Management | 2,022 | $899.5K | 0.42% | +15+0.7% | Added |
| Coastal Investment Advisors, Inc. | 2,026 | $901.3K | 0.18% | +439+27.7% | Added |
| Howard Capital Management Group, LLC | 2,033 | $904.4K | 0.07% | −104−4.9% | Reduced |
| Beacon Financial Planning, Inc | 2,044 | $909.3K | 0.62% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,047 | $910.6K | 0.13% | −124−5.7% | Reduced |
| Chapman Investment Management, LLC | 2,057 | $915.1K | 0.70% | +2,057 | New |
| OneAscent Financial Services LLC | 2,063 | $918.0K | 0.13% | −122−5.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,065 | $918.6K | 0.03% | +286+16.1% | Added |
| Martin Currie Ltd | 2,073 | $922.2K | 0.03% | −1,019−33.0% | Reduced |
| Wealth Architects, LLC | 2,080 | $925.3K | 0.11% | +17+0.8% | Added |
| Allegheny Financial Group LTD | 2,087 | $928.4K | 0.27% | +6+0.3% | Added |
| Atlas Wealth Partners, LLC | 2,100 | $934.0K | 3.95% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,101 | $934.6K | 0.14% | −105−4.8% | Reduced |
| Farther Finance Advisors, LLC | 2,146 | $936.0K | 0.05% | +315+17.2% | Added |
| Rowland & Co Investment Counsel | 2,108 | $937.7K | 0.20% | +126+6.4% | Added |